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特斯拉的单车成本从来不下降的吗？好奇怪

Tesla Earnings Preview: Investors Will Closely Watch the Q4 Gross Profit Margin Performance<blockquote>特斯拉盈利预览：投资者将密切关注第四季度毛利率表现</blockquote>

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Adjusted earnings are likely to come in at about $0.731 per share and quarterly revenue will be $25.74 billion, according to Bloomberg&#39;s unanimous expectations.</p><p><blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉公司。</a>定于 1 月 24 日收盘后发布第四季度业绩，人们普遍预计该公司的收入和盈利将低于去年同期。根据彭博社的一致预期，调整后每股收益可能约为 0.731 美元，季度收入为 257.4 亿美元。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c21598028191ef24ec38b9a320f15852\" title=\"\" tg-width=\"1101\" tg-height=\"375\"/></p><p><blockquote><p class=\"t-img-caption\"></p></blockquote></p><p><h2 id=\"id_881178883\" style=\"text-align: left;\">Previous Quarter Review</h2><p style=\"text-align: start;\">Tesla saw a 102% increase in 2023, primarily due to a price reduction at the beginning of the year, leading to a significant surge in deliveries in the first two quarters, with 440,808 and 479,700 vehicles delivered, respectively.</p><p><blockquote><h2 id=\"id_881178883\" style=\"text-align: left;\">上一季度回顾</h2><p style=\"text-align: start;\">特斯拉2023年增长102%，主要是由于年初降价，导致前两个季度交付量大幅激增，分别交付440,808辆和479,700辆。</p></blockquote></p><p><p style=\"text-align: start;\">However, in the third quarter, deliveries declined to 430,488 due to factory upgrades. Tesla&#39;s revenue for the last quarter was US$23.35 billion, showing a modest year-over-year growth of 8.8%. The adjusted EPS was $0.66, reflecting a 37% decrease compared to the previous year. The gross profit margin remained at 17.9%, staying below 20% for the third consecutive quarter.</p><p><blockquote><p style=\"text-align: start;\">然而，第三季度由于工厂升级，交付量下降至430,488辆。特斯拉上季度营收为233.5亿美元，同比温和增长8.8%。调整后每股收益为 0.66 美元，比上年下降 37%。毛利率维持在17.9%，连续第三个季度低于20%。</p></blockquote></p><p><p style=\"text-align: start;\">Due to the underwhelming performance in Q3, Tesla&#39;s stock price briefly dropped below $200 in late October. However, driven by expectations of a Federal Reserve interest rate cut, the stock has been steadily rebounding since November, recovering all the losses incurred after the Q3 financial report.</p><p><blockquote><p style=\"text-align: start;\">由于第三季度表现不佳，特斯拉股价在10月下旬短暂跌破200美元。然而，在美联储降息预期的推动下，该股自11月以来一直稳步反弹，收复了Q3财报发布后遭受的所有损失。</p></blockquote></p><p><h2 id=\"id_1922860644\" style=\"text-align: left;\">Gross Profit Margin May Decline</h2><p style=\"text-align: start;\">In Q4, Tesla exceeded Wall Street expectations regarding deliveries, producing 494,989 vehicles and delivering 484,507. Notably, Model 3/Y contributed 461,538 units.</p><p><blockquote><h2 id=\"id_1922860644\" style=\"text-align: left;\">毛利率可能下降</h2><p style=\"text-align: start;\">第四季度，特斯拉的交付量超出了华尔街的预期，生产了494,989辆汽车，交付了484,507辆。值得注意的是，Model 3/Y 贡献了 461,538 辆。</p></blockquote></p><p><p style=\"text-align: start;\">Despite achieving a record annual delivery of 1.81 million vehicles in 2023, surpassing the 1.8 million target, they fell short of Elon Musk&#39;s 2 million goal. As such, market response has been muted.</p><p><blockquote><p style=\"text-align: start;\">尽管2023年实现了创纪录的181万辆年交付量，超过了180万辆的目标，但仍未达到埃隆·马斯克200万辆的目标。因此，市场反应平淡。</p></blockquote></p><p><p style=\"text-align: start;\">Tesla&#39;s stock experienced a 4.42% decline in the first week of January. Investors will likely closely watch the fourth-quarter gross profit margin performance, especially considering Tesla&#39;s four consecutive price hikes in November for vehicles sold in China. These were driven by profit concerns and increased competition from other electric vehicle manufacturers.</p><p><blockquote><p style=\"text-align: start;\">特斯拉股价在1月份的第一周下跌了4.42%。投资者可能会密切关注第四季度毛利率表现，特别是考虑到特斯拉11月份在中国销售的汽车连续四次提价。这些是由利润担忧和来自其他电动汽车制造商的日益激烈的竞争推动的。</p></blockquote></p><p><p style=\"text-align: start;\">The price adjustments might be aimed at leveraging the &#34;buy high, sell low&#34; psychology of investors to stimulate sales. However, Tesla also reduced prices for inventory vehicles sold in the United States and Canada in the last quarter of 2023, likely to counteract the impact of high interest rates on consumer sentiment, indicating a potential further decline in gross profit margin in Q4.</p><p><blockquote><p style=\"text-align: start;\">价格调整可能旨在利用投资者“高买低卖”的心理来刺激销售。不过，特斯拉还下调了2023年最后一个季度在美国和加拿大销售的库存车辆的价格，可能会抵消高利率对消费者信心的影响，表明第四季度毛利率可能进一步下降。</p></blockquote></p><p>Tesla&#39;s 4Q EPS is likely to be in line with consensus, and the company could project 2024 deliveries of 2.2 million vehicles (up 18% year over year), after a series of price cuts in 2023. Deliveries appear to have accelerated in 4Q vs. 3Q amid some pull-forward demand ahead of lower federal purchase-tax credits in 2024. The elevated volume likely offset year-end incentives, which dent profit margin. The electric-vehicle maker ramped up production to catch up on lost production in 3Q, when plants were shut down to upgrade vehicles.</p><p><blockquote>特斯拉第四季度每股收益可能符合市场共识，在 2023 年进行一系列降价后，该公司预计 2024 年的交付量将达到 220 万辆（同比增长 18%）。与第三季度相比，由于 2024 年联邦购置税抵免降低之前的一些拉动需求，第四季度的交付似乎有所加速。销量的增加可能会抵消年终激励措施，从而降低利润率。这家电动汽车制造商在第三季度提高产量，以弥补产量损失，当时工厂因升级车辆而关闭。</blockquote></p><p><h2 id=\"id_3754263283\">Tesla&#39;s Performance in 2024</h2>Looking ahead to 2024, the era of subsidies for new energy vehicles is ending. Germany&#39;s subsidy program for electric cars concluded on December 18, 2023, and France tightened subsidies, limiting them to a maximum of €7,000 for electric cars manufactured in Europe as of December 15 2023.</p><p><blockquote><h2 id=\"id_3754263283\">特斯拉2024年业绩</h2>展望2024年，新能源汽车补贴时代即将结束。德国电动汽车补贴计划于2023年12月18日结束，法国收紧补贴，截至2023年12月15日，欧洲制造的电动汽车补贴上限为7,000欧元。</blockquote></p><p>The subsidy policy decline in European and American countries and low demand caused by high-interest rates may compel Tesla to sustain its low-price strategy. Profit margins may be challenging to improve significantly, and economic downturn expectations might impact sales.</p><p><blockquote>欧美国家的补贴政策下降和高利率导致的需求低迷，可能会迫使特斯拉维持低价策略。利润率可能难以显着提高，经济衰退预期可能会影响销售。</blockquote></p><p>While Tesla may maintain its market share through a low-price strategy, Elon Musk acknowledged significant production challenges for the newly released Cybertruck.</p><p><blockquote>虽然特斯拉可能会通过低价策略保持其市场份额，但埃隆·马斯克承认新发布的 Cybertruck 面临着巨大的生产挑战。</blockquote></p><p>The company&#39;s advanced neural network, with petabytes of training data, is likely to substitute its rule-based code in 2024. Yet, robotaxi service could significantly add to revenue in 2027 and not 2024.</p><p><blockquote>该公司的先进神经网络拥有 PB 级的训练数据，可能会在 2024 年取代其基于规则的代码。然而，机器人出租车服务可能会在 2027 年而不是 2024 年大幅增加收入。</blockquote></p><p></p><p>In the Chinese market, several local manufacturers continued price reduction activities in 2024, indicating an ongoing price war. With new entrants like Xiaomi, competition is expected to intensify.</p><p><blockquote>在中国市场，多家本土制造商在2024年继续进行降价活动，表明价格战正在进行。随着小米等新进入者的出现，竞争预计会加剧。</blockquote></p><p>Tesla&#39;s main competitor, BYD, surpassed Tesla for the first time in Q4, becoming the global leader, selling 526 409 electric vehicles in the quarter and achieving total annual sales of 3.024 million electric vehicles.</p><p><blockquote>特斯拉的主要竞争对手比亚迪在第四季度首次超过特斯拉，成为全球领导者，该季度电动汽车销量为526,409辆，实现电动汽车年总销量302.4万辆。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Earnings Preview: Investors Will Closely Watch the Q4 Gross Profit Margin Performance<blockquote>特斯拉盈利预览：投资者将密切关注第四季度毛利率表现</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Earnings Preview: Investors Will Closely Watch the Q4 Gross Profit Margin Performance<blockquote>特斯拉盈利预览：投资者将密切关注第四季度毛利率表现</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2024-01-23 21:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Tesla reduced prices for inventory vehicles sold in the United States and Canada in the last quarter of 2023, likely to counteract the impact of high interest rates on consumer sentiment, indicating a potential further decline in gross profit margin in Q4.</p><p><blockquote><html><head></head><body>特斯拉下调了2023年最后一个季度在美国和加拿大销售的库存车辆价格，可能会抵消高利率对消费者信心的影响，表明第四季度毛利率可能进一步下降。</body></html></blockquote></p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a> is scheduled to release its fourth-quarter results after the market close on Jan. 24, and the company is widely expected to report lower revenue and earnings relative to the year-ago period. Adjusted earnings are likely to come in at about $0.731 per share and quarterly revenue will be $25.74 billion, according to Bloomberg&#39;s unanimous expectations.</p><p><blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉公司。</a>定于 1 月 24 日收盘后发布第四季度业绩，人们普遍预计该公司的收入和盈利将低于去年同期。根据彭博社的一致预期，调整后每股收益可能约为 0.731 美元，季度收入为 257.4 亿美元。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c21598028191ef24ec38b9a320f15852\" title=\"\" tg-width=\"1101\" tg-height=\"375\"/></p><p><blockquote><p class=\"t-img-caption\"></p></blockquote></p><p><h2 id=\"id_881178883\" style=\"text-align: left;\">Previous Quarter Review</h2><p style=\"text-align: start;\">Tesla saw a 102% increase in 2023, primarily due to a price reduction at the beginning of the year, leading to a significant surge in deliveries in the first two quarters, with 440,808 and 479,700 vehicles delivered, respectively.</p><p><blockquote><h2 id=\"id_881178883\" style=\"text-align: left;\">上一季度回顾</h2><p style=\"text-align: start;\">特斯拉2023年增长102%，主要是由于年初降价，导致前两个季度交付量大幅激增，分别交付440,808辆和479,700辆。</p></blockquote></p><p><p style=\"text-align: start;\">However, in the third quarter, deliveries declined to 430,488 due to factory upgrades. Tesla&#39;s revenue for the last quarter was US$23.35 billion, showing a modest year-over-year growth of 8.8%. The adjusted EPS was $0.66, reflecting a 37% decrease compared to the previous year. The gross profit margin remained at 17.9%, staying below 20% for the third consecutive quarter.</p><p><blockquote><p style=\"text-align: start;\">然而，第三季度由于工厂升级，交付量下降至430,488辆。特斯拉上季度营收为233.5亿美元，同比温和增长8.8%。调整后每股收益为 0.66 美元，比上年下降 37%。毛利率维持在17.9%，连续第三个季度低于20%。</p></blockquote></p><p><p style=\"text-align: start;\">Due to the underwhelming performance in Q3, Tesla&#39;s stock price briefly dropped below $200 in late October. However, driven by expectations of a Federal Reserve interest rate cut, the stock has been steadily rebounding since November, recovering all the losses incurred after the Q3 financial report.</p><p><blockquote><p style=\"text-align: start;\">由于第三季度表现不佳，特斯拉股价在10月下旬短暂跌破200美元。然而，在美联储降息预期的推动下，该股自11月以来一直稳步反弹，收复了Q3财报发布后遭受的所有损失。</p></blockquote></p><p><h2 id=\"id_1922860644\" style=\"text-align: left;\">Gross Profit Margin May Decline</h2><p style=\"text-align: start;\">In Q4, Tesla exceeded Wall Street expectations regarding deliveries, producing 494,989 vehicles and delivering 484,507. Notably, Model 3/Y contributed 461,538 units.</p><p><blockquote><h2 id=\"id_1922860644\" style=\"text-align: left;\">毛利率可能下降</h2><p style=\"text-align: start;\">第四季度，特斯拉的交付量超出了华尔街的预期，生产了494,989辆汽车，交付了484,507辆。值得注意的是，Model 3/Y 贡献了 461,538 辆。</p></blockquote></p><p><p style=\"text-align: start;\">Despite achieving a record annual delivery of 1.81 million vehicles in 2023, surpassing the 1.8 million target, they fell short of Elon Musk&#39;s 2 million goal. As such, market response has been muted.</p><p><blockquote><p style=\"text-align: start;\">尽管2023年实现了创纪录的181万辆年交付量，超过了180万辆的目标，但仍未达到埃隆·马斯克200万辆的目标。因此，市场反应平淡。</p></blockquote></p><p><p style=\"text-align: start;\">Tesla&#39;s stock experienced a 4.42% decline in the first week of January. Investors will likely closely watch the fourth-quarter gross profit margin performance, especially considering Tesla&#39;s four consecutive price hikes in November for vehicles sold in China. These were driven by profit concerns and increased competition from other electric vehicle manufacturers.</p><p><blockquote><p style=\"text-align: start;\">特斯拉股价在1月份的第一周下跌了4.42%。投资者可能会密切关注第四季度毛利率表现，特别是考虑到特斯拉11月份在中国销售的汽车连续四次提价。这些是由利润担忧和来自其他电动汽车制造商的日益激烈的竞争推动的。</p></blockquote></p><p><p style=\"text-align: start;\">The price adjustments might be aimed at leveraging the &#34;buy high, sell low&#34; psychology of investors to stimulate sales. However, Tesla also reduced prices for inventory vehicles sold in the United States and Canada in the last quarter of 2023, likely to counteract the impact of high interest rates on consumer sentiment, indicating a potential further decline in gross profit margin in Q4.</p><p><blockquote><p style=\"text-align: start;\">价格调整可能旨在利用投资者“高买低卖”的心理来刺激销售。不过，特斯拉还下调了2023年最后一个季度在美国和加拿大销售的库存车辆的价格，可能会抵消高利率对消费者信心的影响，表明第四季度毛利率可能进一步下降。</p></blockquote></p><p>Tesla&#39;s 4Q EPS is likely to be in line with consensus, and the company could project 2024 deliveries of 2.2 million vehicles (up 18% year over year), after a series of price cuts in 2023. Deliveries appear to have accelerated in 4Q vs. 3Q amid some pull-forward demand ahead of lower federal purchase-tax credits in 2024. The elevated volume likely offset year-end incentives, which dent profit margin. The electric-vehicle maker ramped up production to catch up on lost production in 3Q, when plants were shut down to upgrade vehicles.</p><p><blockquote>特斯拉第四季度每股收益可能符合市场共识，在 2023 年进行一系列降价后，该公司预计 2024 年的交付量将达到 220 万辆（同比增长 18%）。与第三季度相比，由于 2024 年联邦购置税抵免降低之前的一些拉动需求，第四季度的交付似乎有所加速。销量的增加可能会抵消年终激励措施，从而降低利润率。这家电动汽车制造商在第三季度提高产量，以弥补产量损失，当时工厂因升级车辆而关闭。</blockquote></p><p><h2 id=\"id_3754263283\">Tesla&#39;s Performance in 2024</h2>Looking ahead to 2024, the era of subsidies for new energy vehicles is ending. Germany&#39;s subsidy program for electric cars concluded on December 18, 2023, and France tightened subsidies, limiting them to a maximum of €7,000 for electric cars manufactured in Europe as of December 15 2023.</p><p><blockquote><h2 id=\"id_3754263283\">特斯拉2024年业绩</h2>展望2024年，新能源汽车补贴时代即将结束。德国电动汽车补贴计划于2023年12月18日结束，法国收紧补贴，截至2023年12月15日，欧洲制造的电动汽车补贴上限为7,000欧元。</blockquote></p><p>The subsidy policy decline in European and American countries and low demand caused by high-interest rates may compel Tesla to sustain its low-price strategy. Profit margins may be challenging to improve significantly, and economic downturn expectations might impact sales.</p><p><blockquote>欧美国家的补贴政策下降和高利率导致的需求低迷，可能会迫使特斯拉维持低价策略。利润率可能难以显着提高，经济衰退预期可能会影响销售。</blockquote></p><p>While Tesla may maintain its market share through a low-price strategy, Elon Musk acknowledged significant production challenges for the newly released Cybertruck.</p><p><blockquote>虽然特斯拉可能会通过低价策略保持其市场份额，但埃隆·马斯克承认新发布的 Cybertruck 面临着巨大的生产挑战。</blockquote></p><p>The company&#39;s advanced neural network, with petabytes of training data, is likely to substitute its rule-based code in 2024. Yet, robotaxi service could significantly add to revenue in 2027 and not 2024.</p><p><blockquote>该公司的先进神经网络拥有 PB 级的训练数据，可能会在 2024 年取代其基于规则的代码。然而，机器人出租车服务可能会在 2027 年而不是 2024 年大幅增加收入。</blockquote></p><p></p><p>In the Chinese market, several local manufacturers continued price reduction activities in 2024, indicating an ongoing price war. With new entrants like Xiaomi, competition is expected to intensify.</p><p><blockquote>在中国市场，多家本土制造商在2024年继续进行降价活动，表明价格战正在进行。随着小米等新进入者的出现，竞争预计会加剧。</blockquote></p><p>Tesla&#39;s main competitor, BYD, surpassed Tesla for the first time in Q4, becoming the global leader, selling 526 409 electric vehicles in the quarter and achieving total annual sales of 3.024 million electric vehicles.</p><p><blockquote>特斯拉的主要竞争对手比亚迪在第四季度首次超过特斯拉，成为全球领导者，该季度电动汽车销量为526,409辆，实现电动汽车年总销量302.4万辆。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112156034","content_text":"Tesla reduced prices for inventory vehicles sold in the United States and Canada in the last quarter of 2023, likely to counteract the impact of high interest rates on consumer sentiment, indicating a potential further decline in gross profit margin in Q4.Tesla, Inc. is scheduled to release its fourth-quarter results after the market close on Jan. 24, and the company is widely expected to report lower revenue and earnings relative to the year-ago period. Adjusted earnings are likely to come in at about $0.731 per share and quarterly revenue will be $25.74 billion, according to Bloomberg's unanimous expectations.Previous Quarter ReviewTesla saw a 102% increase in 2023, primarily due to a price reduction at the beginning of the year, leading to a significant surge in deliveries in the first two quarters, with 440,808 and 479,700 vehicles delivered, respectively.However, in the third quarter, deliveries declined to 430,488 due to factory upgrades. Tesla's revenue for the last quarter was US$23.35 billion, showing a modest year-over-year growth of 8.8%. The adjusted EPS was $0.66, reflecting a 37% decrease compared to the previous year. The gross profit margin remained at 17.9%, staying below 20% for the third consecutive quarter.Due to the underwhelming performance in Q3, Tesla's stock price briefly dropped below $200 in late October. However, driven by expectations of a Federal Reserve interest rate cut, the stock has been steadily rebounding since November, recovering all the losses incurred after the Q3 financial report.Gross Profit Margin May DeclineIn Q4, Tesla exceeded Wall Street expectations regarding deliveries, producing 494,989 vehicles and delivering 484,507. Notably, Model 3/Y contributed 461,538 units.Despite achieving a record annual delivery of 1.81 million vehicles in 2023, surpassing the 1.8 million target, they fell short of Elon Musk's 2 million goal. As such, market response has been muted.Tesla's stock experienced a 4.42% decline in the first week of January. Investors will likely closely watch the fourth-quarter gross profit margin performance, especially considering Tesla's four consecutive price hikes in November for vehicles sold in China. These were driven by profit concerns and increased competition from other electric vehicle manufacturers.The price adjustments might be aimed at leveraging the \"buy high, sell low\" psychology of investors to stimulate sales. However, Tesla also reduced prices for inventory vehicles sold in the United States and Canada in the last quarter of 2023, likely to counteract the impact of high interest rates on consumer sentiment, indicating a potential further decline in gross profit margin in Q4.Tesla's 4Q EPS is likely to be in line with consensus, and the company could project 2024 deliveries of 2.2 million vehicles (up 18% year over year), after a series of price cuts in 2023. Deliveries appear to have accelerated in 4Q vs. 3Q amid some pull-forward demand ahead of lower federal purchase-tax credits in 2024. The elevated volume likely offset year-end incentives, which dent profit margin. The electric-vehicle maker ramped up production to catch up on lost production in 3Q, when plants were shut down to upgrade vehicles.Tesla's Performance in 2024Looking ahead to 2024, the era of subsidies for new energy vehicles is ending. Germany's subsidy program for electric cars concluded on December 18, 2023, and France tightened subsidies, limiting them to a maximum of €7,000 for electric cars manufactured in Europe as of December 15 2023.The subsidy policy decline in European and American countries and low demand caused by high-interest rates may compel Tesla to sustain its low-price strategy. Profit margins may be challenging to improve significantly, and economic downturn expectations might impact sales.While Tesla may maintain its market share through a low-price strategy, Elon Musk acknowledged significant production challenges for the newly released Cybertruck.The company's advanced neural network, with petabytes of training data, is likely to substitute its rule-based code in 2024. Yet, robotaxi service could significantly add to revenue in 2027 and not 2024.In the Chinese market, several local manufacturers continued price reduction activities in 2024, indicating an ongoing price war. With new entrants like Xiaomi, competition is expected to intensify.Tesla's main competitor, BYD, surpassed Tesla for the first time in Q4, becoming the global leader, selling 526 409 electric vehicles in the quarter and achieving total annual sales of 3.024 million electric vehicles.","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":3771,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":37,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/263679837511960"}