节点：下游（终端消费/应用）位置：下游情绪：利空参考度：3/10
4月2日，美国电动汽车制造商特斯拉发布2024年一季度汽车生产与交付数据。数据显示，该季度特斯拉共生产车辆408,386辆，其中主力车型Model 3/Y产量达394,611辆；累计交付新车358,023辆，同比增长6.23%，Model 3/Y交付量为341,893辆，占比超九成。
特斯拉上海超级工厂表现亮眼，3月交付电动车超8.56万辆，创2024年内单月交付新高；一季度累计交付21.3万辆，同比增幅达23.5%，成为特斯拉全球交付的核心支撑之一。此外，一季度特斯拉储能装机容量达8.8GWh，储能业务保持稳定推进。
4Ɯ..特斯拉正式停产Model S和Model X两款车型，目前已停止接受新车定制订单，消费者仅可购买库存现车。马斯克表示，Model S/Model X项目将“光荣退役”，因公司正“真正迈向以自动驾驶为核心的未来”。
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