特斯拉预计在本季度迎来其今年首次销售增长，得益于中国市场上对政府提振激励政策的积极响应。全球最大的电动汽车市场内，消费者们欣然接受并利用了中国政府加码推出的优惠政策，将老旧车辆置换为新能源汽车。根据彭博社的分析师调查，预计特斯拉在第三季度内在全球范围内的销量约为463,900辆汽车，相比去年同期增长约7%。
近期，中国当局对鼓励驾驶者以旧车换新电动车的补贴政策进行了翻倍调整，在过去几个月内显著提振了市场需求。分析师指出：“对于特斯拉而言，这样的中国势头正是时候。”并估计特斯拉在第三季全球销售量可能达到470,000辆左右，从而一定程度上抵消了美国和欧洲市场面临的持续低迷。
进入2023年，在警告称销售额增速可能放缓之际，作为电动车制造商的特斯拉需要提升步伐以确保超过去年180万辆的交付总量。特斯拉及其首席执行官埃隆·马斯克已经预告未来将跨越两个增长阶段，即在最初依赖于Model 3和Y车型的基础上，随后借助先进自主驾驶技术和新产品的推出推动发展。
为了刺激日常用车人群的需求，特斯拉计划于2025年上半年开始生产更为经济实惠的车辆，并透露了将在洛杉矶地区举办活动时揭示全自动驾驶出租车原型车队。马斯克同时宣布将在来年最早的时候启动人形机器人“Optimus”的小规模生产工作。
马斯克对自主驾驶和人工智能技术的愿景引发了许多关注，但他面对压力需构建更亲民、传统款式电动车以确保特斯拉持续盈利，并避免过去未能按计划实现目标的情况。然而，投资者普遍认为公司正走在长期成功的正确道路上，并因此提升了股价。虽然特斯拉股票在2024年初期下跌了43%，部分归因于首季业绩意外下滑的冲击，但随着CEO对AI与自动驾驶技术工作的承诺被认可，特斯拉的股价已轻微上涨。
在美国市场中，消费者现在面临着众多电动车选择，同时也受到高利率、通货膨胀后遗症及充电网络可及性问题的影响而犹豫不决。特斯拉在2023年通过降价措施推动销量增长，进一步削价只会对原本丰厚的利润造成损害。马斯克表示，公司计划于2025年推出的低成本车辆将带来新的增长动力，但他并未提供更多细节说明这些车型如何与现有生产线整合，以及它们的生产规模。
特斯拉此前推出不锈钢车身“Cybertruck”皮卡车型销量持续增加，尽管公司未曾公布具体交付数字。根据摩根大通分析师预测，上一季度特斯拉可能售出了约2万辆皮卡车。
新闻来源：www.bloomberg.com
原文地址：Tesla (TSLA) Vehicle Sales Perk Up After China Boosts EV Subsidy
新闻日期：2024-10-01
原文摘要：
is expected to post its first quarterly sales increase this year after car buyers in China, the world’s largest electric vehicle market, seized on a sweetened government incentive.The automaker likely around 463,900 cars worldwide in the third quarter, roughly 7% more than the same period last year, according to analysts surveyed by Bloomberg. China’s government recently doubled a subsidy encouraging drivers to trade in older cars for electric models, which helped boost demand the last several months.“This China strength comes at a very opportune time for Tesla,” wrote analyst of , who estimates Tesla delivered 470,000 units globally in the third quarter. It’s “helping to offset ongoing weakness in the US and Europe.”Read More: Nine months into a year in which Tesla has warned it may increase sales at a notably lower rate, the EV maker needs to pick up the pace to exceed the 1.8 million cars it delivered in 2023. The -led company has said it’s between two growth waves, with advances in autonomy and introductions of new products expected to follow up its initial success based on the Model 3 and Y vehicles.The carmaker has teased plans to start producing cheaper models in the first half of 2025 to boost demand among everyday car buyers. Musk has spent much of this year prioritizing the building of fully self-driving robotaxi prototypes, which he plans to reveal next week at an event in the Los Angeles area. He’s also promised to start making a , called Optimus, in limited volumes as early as next year.Musk’s ambitions around autonomy and artificial intelligence have . He’s come under pressure to build more affordable, conventional EVs to keep Tesla’s profits flowing. He also has a track record of failing to reach technical goals when he says he will. However, many investors think the company is on the right long-term path and the stock has gained as a result of the CEO’s lofty objectives for new products. After sliding as much as 43% earlier in 2024, in part due to a surprise in the first quarter, Tesla’s stock is now slightly up for the year, aided by Musk’s of the company’s AI and autonomy work.In the US, consumers have a growing number of choices when it comes to EVs. At the same time, high interest rates, the lingering effects of inflation and worries about accessibility to charging networks have kept some potential buyers . Tesla slashed prices throughout 2023 to juice sales, and cutting further would only do more damage to its once-hefty margins.Musk has said the cheaper vehicles the company intends to introduce by 2025 will provide a boost, but he’s offered few details beyond saying they’ll be produced on the same manufacturing lines as Tesla’s current lineup. Sales of the last new product Tesla rolled out, the stainless steel-clad Cybertruck, have been increasing, though the company has never given specific delivery figures. Analyst of Robert W. Baird estimates Tesla sold 20,000 pickups last quarter.
