特斯拉一季度收入超预期猛增81%，续创历史新高

华尔街见闻2022-04-21

摘要：特斯拉一季度净利保持逾200%的同比增速，已连续五季盈利创新高，连续三季汽车业务毛利率超过30%；拟尽快扩大产能，继续警告供应链限制持续今年全年，重申交付量将年均增逾50%，预计今年可增60%；上海工厂一季度生产强劲，复产后将密切关注形势；正开发机器人出租车，拟2024年量产。收跌近5%的特斯拉美股盘后一度涨超6%。在全球多地新冠疫情反扑、汽车业饱受供应链问题困扰的今年第一季度，特斯拉依然...

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Oceanwong
2022-04-21
Oceanwong
[抱拳] [抱拳]
玖舞贰栖
2022-04-21
玖舞贰栖
[強] [強] [強]
MyKhoo
2022-04-21
MyKhoo
K
老八公
2022-04-21
老八公
👍
健美强
2022-04-21
健美强
👍
A_Isopod
2022-04-21
A_Isopod
得拉漲納指才行啊

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href=https://wallstreetcn.com/articles/3657504><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：特斯拉一季度净利保持逾200%的同比增速，已连续五季盈利创新高，连续三季汽车业务毛利率超过30%；拟尽快扩大产能，继续警告供应链限制持续今年全年，重申交付量将年均增逾50%，预计今年可增60%；上海工厂一季度生产强劲，复产后将密切关注形势；正开发机器人出租车，拟2024年量产。收跌近5%的特斯拉美股盘后一度涨超6%。在全球多地新冠疫情反扑、汽车业饱受供应链问题困扰的今年第一季度，特斯拉依然...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3657504\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4548","symbol_name":"巴美列捷福持仓","start_time":0,"source_url":"https://wallstreetcn.com/articles/3657504","article_id":"2229830976","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/d1f099f6724852eed80c0925003dfca8"],"rights":{"source":"highlight_wallstreetcn","url":"https://wallstreetcn.com/articles/3657504","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2229830976","pubTimestamp":1650495852,"columns":[],"sourceInfo":{"source_id":"highlight_wallstreetcn","name":"华尔街见闻"},"weMediaInfo":null,"summary":"至此，特斯拉已连续五个季度营收超过100亿美元大关，连续三个季度营收创单季历史新高，连续11个季度实现正盈利，连续五个季度EPS盈利创历史新高，调整后净利润连续五个季度超过10亿美元，连续三个季度汽车业务毛利率超过30%。财报公布后，周三收跌将近5%的特斯拉股价跳涨，盘后涨幅一度超过6%。乘联会数据显示，今年一季度特斯拉在中国累计销量突破18万辆创历史新高。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4581":"高盛持仓","BK4555":"新能源车","TSLA":"特斯拉","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶"},"translate_title":"Tesla's revenue in the first quarter surged by 81% beyond expectations, continuing to hit a record 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重申交付量将年均增逾50% 预计今年可望增60%财报发布前，一些分析师指出，当前特斯拉的问题显然不是需求，而是供应和投入成本。供应面的限制还未减弱，但已经在抵消投入成本的增长，毕竟特斯拉已经几次涨价。本周三发布财报的同时，特斯拉表示，供应链相关的挑战依旧持续。“除了芯片短缺，最近的新冠疫情已经施压公司的供应链和工厂运营。近几个月，一些原材料的价格涨了几倍。通胀对成本结构的影响已经促使我们调整了产品定价，但我们继续专注于尽可能降低生产成本。”特斯拉称，计划尽快扩大制造产能，和去年四季度一样，继续预计公司多年内汽车交付量的年均增速会超过50%，认为这一预期增速将取决于设备的能力、运营效率、供应链的能力和效率。特斯拉CEO马斯克在电话会议上表示，特斯拉有理由今年实现60%的出货量增速，仍对多年内年均出货增长50%有信心。和去年四季度一样，特斯拉再度发出了生产主要面临供应链限制的警告：“由于供应链这一主要限制因素，我司自营工厂已经多个季度以低于（安装）产能水平运营，这种情况可能在2022年此后时间持续。”最近特斯拉一再扩大产能。今年3月下旬，特斯拉在欧洲的首个制造工厂、位于德国柏林的超级工厂正式投产。该工厂预计年产能50万辆，生产车型为Model Y以及部分Model 3。不到一个月后，本月上旬，特斯拉在美国得州奥斯汀的新工厂开业。华尔街见闻文章当时提到，随着特斯拉过去两年内疯狂扩产能，新的奥斯汀工厂和柏林工厂预计将一同使特斯拉的年产量翻倍，路透社称可能达到200万辆。特斯拉本周三披露，今年4月得州的新工厂开始Model Y出货，预计今年晚些时候，得州工厂将能生产搭载4680电池结构电池组的Model Y和搭载2170电池无模组电池包结构的Model Y。上海工厂一季度生产强劲 复产后将密切关注形势本月初特斯拉公布，一季度交付汽车31万辆，刷新去年四季度所创的季度交付量最高纪录，同比大增67.5%。华尔街见闻当时文章指出，上海超级工厂继续稳站特斯拉全球出口中心地位，1月和2月分别出口4.05万和3.33万辆。而今年3月末，上海超级工厂因疫情暂停生产，本周二正式复工复产。瑞信预计，假设复工后几周内产量还低于正常水平，相比一季度，为期三周的上海工厂停产可能对二季度生产造成更大的影响，特斯拉的产量可能因此减少约9万辆。特斯拉本周三表示，上海工厂一季度单周生产率仍强劲，但上海疫情导致上海工厂以及供应链的零部件暂时停产。目前已经开始有限地恢复生产，公司将继续密切关注形势。乘联会数据显示，今年一季度特斯拉在中国累计销量突破18万辆创历史新高。就在特斯拉一周内三次涨价的3月，该司在中国共交付65814辆，而当月仅出口60辆车、创出口量新低，凸显了中国市场的强烈需求。摩根士丹利分析师Adam Jonas预计，2022财年特斯拉将交付146万辆车，较2021年增长56%，特斯拉要达到这一水平会越来越依赖中国，而中国市场既有强劲的需求，又受到疫情相关的干扰。定于今年内全美发布FSD Beta 拟2024年机器人出租车量产在自动驾驶方面，特斯拉称 继续开发全自动驾驶 （FSD） 软件 Beta版，今年将有七次软件升级，将继续研究减少自动驾驶脱离，尤其是专注于无保护左转和通过减少减速实现顺畅驾驶。从今年3月开始，特斯拉已对部分加拿大客户发布了FSD Beta。特斯拉的目标是，今年末以前发面向所欲美国用户发布FSD Beta。本月稍早，特斯拉CEO马斯克称，特斯拉将推出专用的自动驾驶出租车，外观新潮，但未披露具体时间框架。本周三的电话会议上，特斯拉透露，正致力于开发一款机器人出租车（RoboTaxi），它既不会配置方向盘、也不会安装脚踏板。特斯拉将于2023年举办Robo 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