特斯拉财报 马斯克说了什么? 七大重点一次看
(纽约20日讯)特斯拉(Tesla)19日公布第3季营收低于市场预期,盘后股价重挫6%。以下是财报内容与执行长马斯克谈话的重点整理。
1. 上季营收不如市场预期 受三大因素拖累:物流问题、新厂与4680电池产量提升瓶颈、美元强势
特斯拉上季营收达创纪录的214.5亿美元,但低于分析师预期的221亿美元。剔除特定项目后每股盈余1.05美元,高于预期。
特斯拉说,由于美元走强,对获利的汇损影响达2.5亿美元,而且原物料成本上扬冲击获利能力。此外,在交付尖峰旺季期间,车辆运能面临更多挑战。
2. 今年产量可成长50%,但交车成长不到50%,归咎物流问题
特斯拉预期今年产量比2021年增加50%,但物流问题将使得交车成长率低于50%,“物流不稳定与供应链瓶颈仍然是直接挑战,尽管有所改善”。
特斯拉去年交车数约93.6万辆,今年必须交车逾140万辆,才能达到原订目标。
3. 马斯克预期商品价格下滑 证实要在德州设立锂精炼厂
马斯克表示,特斯拉预期商品价格和运费成本都会继续下滑,但锂“贵得疯狂”。他证实特斯拉将在德州墨西哥湾沿岸兴建锂精炼厂的计划,以获得对电动汽车电池供应链的更多控制权。
4. 马斯克:可能实施库藏股 看好特斯拉市值远超过苹果
马斯克说,特斯拉明年可能会进行“大规模库藏股”,规模可能达50亿至100亿美元,董事会持支持立场,但仍需正式批准这类计划。另外,他也认为特斯拉市值能够远远超过苹果公司当前的市值。
5. 关于推特案
马斯克坦承出价过高,但预期推特潜力十足
马斯克形容推特是“长期以来表现不佳”但“潜力惊人”的资产,推特的长期潜力要“比当前价值高一个等级”。
6. 特斯拉计划12月交付第一辆电动卡车Semi Truck
特斯拉预定12月向百事可乐公司交付第一辆Semi Truck,比原计划晚了三年。马斯克表示,特斯拉的目标是在2024年生产50,000辆大型卡车。 至于延宕多年的皮卡产品Cybertruck正在模具制造阶段 。
7. 太阳能事业
特斯拉第3季的太阳能产品安装较第2季下滑,但电池储存产品安装创纪录。
https://www.sinchew.com.my/20221020/%E7%89%B9%E6%96%AF%E6%8B%89%E8%B2%A1%E5%A0%B1-%E9%A6%AC%E6%96%AF%E5%85%8B%E8%AA%AA%E4%BA%86%E4%BB%80%E9%BA%BC%EF%BC%9F%E4%B8%83%E5%A4%A7%E9%87%8D%E9%BB%9E%E4%B8%80%E6%AC%A1%E7%9C%8B/
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