Tesla 公布2019年第一季度财报
刚刚结束的Autonomy Day让Tesla再次名声大噪，毕竟CEO表示明年就可以实现的全自动的出租车系统看起来非常诱人。昨日，Tesla公布了2019年第一季度财报。财报显示，去年底大挣一笔的利润率并没能保持到2019年。虽然几乎没有人期待第一季度可以大挣特挣，不过Tesla的报表看起来比普遍预期更差。
Bloomberg公布的Tesla原本预计财报：
- 营收48.4亿美元
- 净亏损2.2亿美元
- 每股损失$1.30
第一季度实际财报：
- 营收45亿美元
- 净亏损7.92亿美元
- 每股损失$4.10
实际财报比预计要差很多呀。虽然Musk早先就说过，第一季度Tesla不会产生利润，不过第二季度可以实现盈利。现在看来，第二季度能否实现营收也是个问号。来看Tesla自己的分析：
Model 3
“我们第一季度生产了月6万3千台Model 3，比上季度要多约3%。由于我们改变了生产流程，并增加了入门版Model 3，这个调整需要时间。更少的工作日和供应链的限制，让我们的生产率提升有限。
第一季度我们开始向海外市场供应Model 3，为了满足快速发展的海外需求，前半个季度都在为欧洲和中国市场生产汽车，后半个季度为美国本土生产。美国、中国和欧洲的这一波季度末交货意味着即使是短时间的延迟也会导致交货推迟到第二季度。为了改善运营，提高用户体验，整个季度我们都在试着平衡不同市场的生产配额。”
原文：We produced roughly 63,000 Model 3 vehicles in Q1, which was approximately 3% more than the previous quarter. This improvement in production rate was modest mainly due to changes to the production process for the introduction of new variants of Model 3, fewer working days and a supplier limitation.
We started production and deliveries of Model 3 vehicles for overseas markets during Q1. To quickly meet international demand, Europe and China Model 3 builds occurred in the first half of the quarter, with builds for local US markets in the second half. This wave of quarter-end deliveries in the US, China and Europe meant that even short delays caused deliveries to be deferred to Q2. To improve our operations, cost efficiency and customer experience, we are in the process of balancing our regional vehicle builds throughout the quarter.
Model S和Model X
“以往每个季度大约可以交付2万5千台Model S和X，不过本季度交付量降至1万2千台。这一下降主要是因为我们把更多的销售提前推到了2018第四季度，导致第一季度需求疲软，同时联邦电动车税费减免计划额度降低，外加我们停产了75kW版本。”
原文：Deliveries of Model S and Model X declined to 12,100 vehicles in Q1 compared to our two-year run rate of roughly 25,000 units per quarter. This decline was mainly caused by weaker Q1 demand due to seasonality, pull-forward of sales into Q4 2018 in the U.S. due to the first scheduled reduction of the federal EV tax credit in Q1 and discontinuation of our 75 kWh battery pack.
查看更多消息，请看Tesla官方详细报告。
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:不挣钱又不是一年两年了. 无需大惊小怪