节点:下游(终端消费/应用)位置:下游情绪:利好参考度:8/10
特斯拉第二季度全球交付量远超华尔街预期,在全球纯电动车市场增速放缓的背景下,这一成绩尤为亮眼。特斯拉第二季度共交付车辆480126辆,较分析师预估均值396466辆高出逾21%,同比增长25%。 去年同期,特斯拉曾因CEO埃隆·马斯克深度介入特朗普政府事务而遭遇大规模消费者抵制。消息公布后,特斯拉股价盘前一度涨幅达3%。
交付数据超预期对特斯拉年内股价表现形成提振。该股年初至今累计下跌逾5%,跑输同期标普500指数逾9%的涨幅。销量全面超预期,Model 3/Y为主要支撑。本季度销售增长主要由Model 3及Model Y拉动。这两款车型共交付467762辆,同比增长25%,大幅超出市场预估的380699辆。
与此同时,特斯拉整体汽车产量为451758辆,同比增长10%,超出预估的408142辆;Model 3/Y产量为...自动驾驶出租车Cybercab的工厂产能,以及其他多项战略举措。
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