349f6622
2024-01-16
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>特斯拉财报前瞻：投资者将密切关注Q4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's unanimous expectations.</p><p><blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉公司。</a>计划于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;\">特斯拉在2023年增长了102%，主要是由于年初的降价，导致前两个季度的交付量大幅飙升，分别交付了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'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，较上年下降37%。毛利率维持在17.9%，连续第三个季度保持在20%以下。</p></blockquote></p><p><p style=\"text-align: start;\">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.</p><p><blockquote><p style=\"text-align: start;\">由于Q3表现不佳，特斯拉股价在10月下旬一度跌破200美元。但在美联储降息预期推动下，该股自11月以来稳步反弹，收复了Q3财报后产生的全部损失。</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;\">毛利率或将下滑</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'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'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.</p><p><blockquote><p style=\"text-align: start;\">特斯拉股价在1月份第一周下跌了4.42%。投资者可能会密切关注第四季度的毛利率表现，特别是考虑到特斯拉在11月份连续四次上调在华销售的汽车价格。这是由利润担忧和来自其他电动汽车制造商的竞争加剧推动的。</p></blockquote></p><p><p style=\"text-align: start;\">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.</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。然而，特斯拉还降低了2023年最后一个季度在美加销售的库存车辆的价格，这可能会抵消高利率对消费者情绪的影响，这表明第四季度毛利率可能进一步下降。</p></blockquote></p><p>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.</p><p><blockquote>特斯拉第四季度每股收益可能符合共识，在2023年进行一系列降价后，该公司预计2024年交付量将达到220万辆汽车（同比增长18%）。由于2024年联邦购置税抵免降低之前需求有所拉动，第四季度的交付量似乎较第三季度有所加速。销量的增加可能会抵消年终激励措施，从而削弱利润率。这家电动汽车制造商提高了产量，以弥补第三季度的产量损失，当时工厂关闭以升级车辆。</blockquote></p><p><h2 id=\"id_3754263283\">Tesla's Performance in 2024</h2>Looking 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.</p><p><blockquote><h2 id=\"id_3754263283\">特斯拉2024年业绩</h2>展望2024年，新能源汽车的补贴时代正在结束。德国的电动汽车补贴计划于2023年12月18日结束，法国收紧了补贴，自2023年12月15日起，对欧洲制造的电动汽车的补贴最高限制为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>欧美国家补贴政策退坡和高利率导致的需求低迷，可能迫使特斯拉维持低价策略。利润率可能难以大幅提高，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Elon Musk承认新发布的Cybertruck面临重大生产挑战。</blockquote></p><p>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.</p><p><blockquote>该公司拥有数PB训练数据的先进神经网络可能会在2024年取代其基于规则的代码。然而，robotaxi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，几家本土制造商在2024年继续降价活动，表明价格战正在进行。随着小米这样的新进入者，预计竞争将会加剧。</blockquote></p><p>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.</p><p><blockquote>特斯拉的主要竞争对手比亚迪在Q4首次超越特斯拉，成为全球领头羊，当季售出526 409辆电动汽车，实现全年电动汽车总销量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>特斯拉财报前瞻：投资者将密切关注Q4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>特斯拉财报前瞻：投资者将密切关注Q4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>特斯拉在2023年最后一个季度降低了在美加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，这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's unanimous expectations.</p><p><blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉公司。</a>计划于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;\">特斯拉在2023年增长了102%，主要是由于年初的降价，导致前两个季度的交付量大幅飙升，分别交付了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'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，较上年下降37%。毛利率维持在17.9%，连续第三个季度保持在20%以下。</p></blockquote></p><p><p style=\"text-align: start;\">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.</p><p><blockquote><p style=\"text-align: start;\">由于Q3表现不佳，特斯拉股价在10月下旬一度跌破200美元。但在美联储降息预期推动下，该股自11月以来稳步反弹，收复了Q3财报后产生的全部损失。</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;\">毛利率或将下滑</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'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'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.</p><p><blockquote><p style=\"text-align: start;\">特斯拉股价在1月份第一周下跌了4.42%。投资者可能会密切关注第四季度的毛利率表现，特别是考虑到特斯拉在11月份连续四次上调在华销售的汽车价格。这是由利润担忧和来自其他电动汽车制造商的竞争加剧推动的。</p></blockquote></p><p><p style=\"text-align: start;\">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.</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。然而，特斯拉还降低了2023年最后一个季度在美加销售的库存车辆的价格，这可能会抵消高利率对消费者情绪的影响，这表明第四季度毛利率可能进一步下降。</p></blockquote></p><p>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.</p><p><blockquote>特斯拉第四季度每股收益可能符合共识，在2023年进行一系列降价后，该公司预计2024年交付量将达到220万辆汽车（同比增长18%）。由于2024年联邦购置税抵免降低之前需求有所拉动，第四季度的交付量似乎较第三季度有所加速。销量的增加可能会抵消年终激励措施，从而削弱利润率。这家电动汽车制造商提高了产量，以弥补第三季度的产量损失，当时工厂关闭以升级车辆。</blockquote></p><p><h2 id=\"id_3754263283\">Tesla's Performance in 2024</h2>Looking 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.</p><p><blockquote><h2 id=\"id_3754263283\">特斯拉2024年业绩</h2>展望2024年，新能源汽车的补贴时代正在结束。德国的电动汽车补贴计划于2023年12月18日结束，法国收紧了补贴，自2023年12月15日起，对欧洲制造的电动汽车的补贴最高限制为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>欧美国家补贴政策退坡和高利率导致的需求低迷，可能迫使特斯拉维持低价策略。利润率可能难以大幅提高，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Elon Musk承认新发布的Cybertruck面临重大生产挑战。</blockquote></p><p>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.</p><p><blockquote>该公司拥有数PB训练数据的先进神经网络可能会在2024年取代其基于规则的代码。然而，robotaxi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，几家本土制造商在2024年继续降价活动，表明价格战正在进行。随着小米这样的新进入者，预计竞争将会加剧。</blockquote></p><p>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.</p><p><blockquote>特斯拉的主要竞争对手比亚迪在Q4首次超越特斯拉，成为全球领头羊，当季售出526 409辆电动汽车，实现全年电动汽车总销量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":2783,"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,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/263679837511960"}
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