净利润同比增长10倍，马斯克在财报会议上怒怼苹果

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净利润同比增长10倍，马斯克在财报会议上怒怼苹果

上海汽车报2021-08-02

据《汽车新闻》报道，特斯拉近日公布了2021年第二季度财报。财报显示，特斯拉已经连续8个季度实现盈利，第二季度净利润为11.42亿美元，同比增长998%，创造历史新高。同时，特斯拉第二季度营收119.58亿美元，较去年同期的60.36亿美元，增长了98%。交付量上升，中国成为第二大市场《华尔街日报》指出，特斯拉第二季度的毛利润也创下历史新高，达到28.84亿美元，同比大涨128%；毛利率为...

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Jenice_Chong
·2021-08-02
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Mach-E、奥迪E-tron、保时捷Taycan、大众ID.4等新上市车型开始瓜分市场份额。特斯拉去年全球交付量为49.99万辆，今年的销量目标是提升50%。业内人士认为，特斯拉将会继续提升产能，预计第三季度交付量在23.1万辆左右。如若这样，特斯拉将达到年销售80万辆的数量级。碳积分收入下滑，供应链面临风险据《华尔街日报》报道，第二季度，特斯拉在碳积分上的收入仅为3.54亿美元，同比下降17%，环比下降32%。据统计，在过去五年里，依靠出售碳积分，特斯拉共计获得了33亿美元的收入。仅2020年，特斯拉就获得了16亿美元的收益，远超其当年7.21亿美元的净利润。这意味着扣除这项收入后，特斯拉仍处于亏损状态。考虑到传统车企全面向电动汽车转型，销售燃油车的比例将逐步减少，这必然会导致未来碳排放积分的获取难度和价格持续走低，因此特斯拉凭借出售碳排放积分实现盈利的做法并不可持续。在这一观点的影响下，去年部分投资者对这家公司的盈利水平持怀疑态度。不过，从今年第二季度财报来看，若扣除碳排放积分带来的收益，特斯拉仍然有近8亿美元的净利润入账，摆脱了只靠卖积分赚钱的尴尬局面。供应链风险对特斯拉现有车型的生产和交付同样造成巨大影响。特斯拉表示，供应链方面的挑战，特别是全球半导体短缺现象在第二季度持续发酵，零部件供应将对特斯拉在今年下半年的交付增长产生重大影响。两度抨击苹果据美国CNBC报道，马斯克在特斯拉财报电话会议上两次抨击苹果公司。在财报会议上，当被问及供应链问题时，马斯克称，当前存在一种误解，即特斯拉使用了大量的钴，钴是生产锂电池的关键材料。“我认为苹果在其电池、手机和笔记本电脑电池中，几乎都使用了钴，但特斯拉在磷酸铁锂电池组中不使用钴，在镍基化学品中几乎不使用钴。”在回答有关让竞争对手可以使用特斯拉充电桩网络的问题时，马斯克称：“我们的目标是支持可持续能源的出现，而不是创建一个‘围墙花园’，然后用它来打击被很多公司使用的竞争对手的产品，就像苹果公司。”苹果的“围墙花园”，是指苹果可以通过其应用商店App Store严格控制人们可以在iPhone上安装什么软件。苹果公司的“围墙花园”做法正面临美国国会议员和其他公司的审查。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":804914799,"gmtCreate":1627915877111,"gmtModify":1703497875113,"author":{"id":"3582019306681272","authorId":"3582019306681272","name":"Jenice_Chong","avatar":"https://community-static.tradeup.com/news/6774e91a779e99b204df7f2fb3a671be","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582019306681272","authorIdStr":"3582019306681272"},"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804914799","repostId":2156195791,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":7,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}