價格戰繼續打!馬斯克:特斯拉將繼續追求銷量,而不是利潤率
即使毛利率和利潤大幅下滑,特斯拉也將繼續降價追求銷量,並將今年的交付目標定在200萬輛。
特斯拉嘗降價“惡果”,一季度利潤暴跌20%,但絲毫沒有動搖特斯拉追求銷量的決心,價格戰可能將持續下去。
對於投資者最關注的“毛利率和利潤大幅下滑,不及預期,會不會影響後續定價策略”,馬斯克在財報發佈後的電話會中給出了否定答案。
馬斯克明確表態,車輛成本正在降低之中,特斯拉將繼續調整車輛價格,追求銷量而不是利潤率。特斯拉CFO表示,特斯拉按每週一次的頻率評估車輛價格。
4月19日週三美股盤後,特斯拉公佈了2023年第一季度財報,由於報告期內特斯拉在全球主要市場輪番大幅降價,導致營收雖同比增超20%,但盈利同比降超20%,核心汽車業務毛利率跌至21.1%,至少刷新兩年最低。
截至發稿,盤前,特斯拉股價跌近7%。
而在備受關注的一季報發佈前,特斯拉公佈了今年在美國第六次降價的消息,Model 3和Model Y等“平民最暢銷車型”降價幅度在4.7%-6%,令Model 3後驅版的最低售價正式跌破4萬美元。
本次電話會其他要點還包括:
1、電動皮卡Cybertruck最新進展:馬斯克希望在三季度舉辦電動皮卡Cybertruck的交付活動,並標榜該車型爲“名人堂成員”(hall of famer)。
2、自動駕駛計劃的最新情況:馬斯克仍然非常看好“全自動駕駛”(FSD)功能,哪怕其Autopilot開發進度(屢次)拖延。馬斯克認爲,自動駕駛汽車的價值最終將“非常重大”,FSD Beta版的(那些)改進工作“相當明顯”,並認爲今年會搞定。在利潤率下降的當下,自動駕駛計劃有助於提高利潤率。
3、2023年產量目標:2023年車輛產量目標爲200萬輛,預計訂單將超過公司產量。特斯拉將“儘可能迅猛地增產”。值得一體的是,Model S和Model X交付創2021年以來新低,全球庫存從13天增加至15天。
4、鋰礦佈局:馬斯克再度呼籲其他公司加入鋰冶煉的行動,他認爲那纔是電動汽車電池供應鏈的“瓶頸”。此外,其預計大宗商品價格將在2023年下半年回落。
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