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2021-08-08

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With frequent accidents, has Tesla become the second "Apple Curse" in China?

无法预料，特斯拉仍然很能赚钱。 7月末，特斯拉公布了净利润创历史新高的一季度财报，这已经是特斯拉第八个连续盈利季度，早已打破了只能亏损的魔咒。特斯拉CEO马斯克本人表示，如果以后特斯拉没什么特别的事情

With frequent accidents, has Tesla become the second "Apple Curse" in China?

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":891694204,"tweetId":"891694204","gmtCreate":1628384878108,"gmtModify":1703505562664,"author":{"id":4087175502036730,"idStr":"4087175502036730","authorId":4087175502036730,"authorIdStr":"4087175502036730","name":"trade to win","avatar":"https://community-static.tradeup.com/news/83c62d3914bbdf1cce9fd34fcc78f6af","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.17","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":10,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Good</p></body></html>","htmlText":"<html><head></head><body><p>Good</p></body></html>","text":"Good","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/891694204","repostId":1104382250,"repostType":2,"repost":{"id":"1104382250","kind":"news","pubTimestamp":1628381143,"share":"https://ttm.financial/m/news/1104382250?lang=en_US&edition=fundamental","pubTime":"2021-08-08 08:05","market":"us","language":"zh","title":"With frequent accidents, has Tesla become the second \"Apple Curse\" in China?","url":"https://stock-news.laohu8.com/highlight/detail?id=1104382250","media":"中国经营报","summary":"无法预料，特斯拉仍然很能赚钱。\n7月末，特斯拉公布了净利润创历史新高的一季度财报，这已经是特斯拉第八个连续盈利季度，早已打破了只能亏损的魔咒。特斯拉CEO马斯克本人表示，如果以后特斯拉没什么特别的事情","content":"<p>Unpredictable,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Still very profitable.</p><p>At the end of July, Tesla announced its first-quarter financial report with a record high net profit. This is Tesla's eighth consecutive profitable quarter, and it has already broken the curse of only losing money. Tesla CEO Musk himself said that if Tesla has nothing special in the future, he will not come to the financial report meeting.</p><p>In contrast, since the beginning of this year, Tesla's domestic car accidents have occurred frequently and have been criticized. However, judging from the data disclosed in Tesla's financial report, it seems that the Chinese market has not been affected much. Instead, it has surpassed the European market and become the second largest consumer market after the North American market.</p><p>For Chinese people, Tesla has become the second \"<a href=\"https://laohu8.com/S/AAPL\">Apple</a>\"Mojo\"?</p><p><img src=\"https://static.tigerbbs.com/1ab1346a55eaf02141deb850048f5d46\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p><b>The most profitable electric vehicle manufacturer</b></p><p>Although the market has overestimated Tesla as much as possible, especially as the epidemic continues, Tesla seems to have exceeded investors' expectations.</p><p>In this quarter, Tesla's total revenue reached US $11.96 billion, compared with previous market expectations of US $11.3 billion, compared with US $6 billion in the same period last year, which nearly doubled year-on-year; Correspondingly, Tesla's net profit in this quarter is even more astonishing, reaching US $1.142 billion. This is the first time that Tesla's net profit has exceeded US $1 billion. Previously, the market expected it to be US $650 million, compared with only US $650 million in the same period last year. It was $104 million, a year-on-year increase of 10 times.</p><p>More importantly, in the second quarter, Tesla's revenue from carbon credits was only US $354 million, a year-on-year decrease of 17% and a quarter-on-quarter decrease of 32%. Prior to this, most of Tesla's profits were based on carbon credit revenue, but judging from this financial report, even if this part of revenue is excluded, Tesla still achieves profitability.</p><p>It is worth noting that the global epidemic has not disappeared. The United States is the country with the largest cumulative number of confirmed cases and deaths, with a cumulative number of confirmed cases exceeding 35 million. The U.S. Centers for Disease Control and Prevention also said that the epidemic situation in the country has rebounded sharply, and the average daily number of newly confirmed cases in the United States has exceeded the peak of last summer.</p><p>As the epidemic continues to ease, Tesla's business is likely to further improve.</p><p>Specific to various businesses, Tesla's auto business revenue in the second quarter reached US $10.206 billion, breaking through the US $10 billion mark for the first time, compared with US $5.179 billion in the same period last year, a year-on-year increase of 97%; Similarly, Tesla's auto business reached an all-time high of US $2.899 billion in this quarter, with a gross profit margin of 28.4%.</p><p>Judging from Tesla's gross profit margin in this quarter, this value is higher than other manufacturers in the same industry. Compared with the \"Three Masters of Electric Vehicles\" in Chinese concept stocks,<a href=\"https://laohu8.com/S/NIO\">Nio</a>, XPeng and Ideal's gross profit margins in Q1 this year are 19.5%, 11.2% and 17.3% respectively. In this comparison, Tesla can be called the most profitable electric vehicle manufacturer at present.</p><p>The more critical issue is that Tesla not only has a high gross profit margin, but also has large sales.</p><p>According to the financial report, as of this quarter, Tesla's global delivery volume reached 201,000 vehicles, a year-on-year increase of 121%, and a quarter-on-quarter increase of 14.4%, while Tesla's total production in the second quarter reached 206,000 vehicles, a year-on-year increase of 151%.</p><p>Based on this data, Tesla expects vehicle deliveries to grow by more than 50% this year.</p><p>Tesla CFO Zach Kirkhorn also said that the second half of the year will be the bulk of Tesla's deliveries this year.</p><p>From the perspective of markets in different regions, the Chinese market has surpassed the European market and become Tesla's second largest consumer market, second only to the North American market.</p><p>Hong Zhou (pseudonym), a technology industry analyst, told the author: \"I originally thought that with so many accidents in China, these unexpected situations would affect Tesla's business in China, but it turned out to be fine at all.\"</p><p>According to incomplete statistics from car enthusiasts, in the first four months of this year, Tesla has had at least 40 out-of-control incidents in China.</p><p><img src=\"https://static.tigerbbs.com/d5a1d73f8594f7a0ac353753601c3328\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><b>\"Tesla Curse\"?</b></p><p>Hong Zhou said: \"In my personal opinion, for Chinese people, Tesla has become another'consumption curse 'after Apple.\"</p><p>Hong Zhou told the author that in the past year, Tesla accidents have occurred frequently, but for consumers, choosing to buy Tesla is more about the brand than safety. \"I think this consumption concept is quite terrible.\"</p><p>Xiao Xing (pseudonym), the owner of Tesla model 3, told the author that he is an ordinary middle-class person with a small monthly salary, but Tesla's car will give him a very comfortable feeling. \"Safety has indeed been considered, but I think all products will have flaws.\"</p><p>Xiao Xing also said that for Tesla owners, the most unpleasant thing is being \"cut leeks\".</p><p>In fact, in order to win the Chinese market, Tesla has been cutting prices.</p><p>On January 1 this year, according to Tesla China's official website, the starting price of the Tesla Model Y long-range version was 339,900 yuan, which was previously 488,000 yuan, a decrease of 148,100 yuan. The starting price of the Tesla Model Y Performance high-performance version is 369,900 yuan, which was previously 535,000 yuan, a decrease of 165,100 yuan.</p><p>On July 30, Tesla China issued a statement on Weibo that the price of the upgraded version of the Tesla Model 3 standard battery life was reduced by 15,000 yuan, and the adjusted price was 235,900 yuan. According to incomplete statistics, Tesla Model 3 has experienced more than a dozen rounds of price cuts since entering China, with a total price reduction of more than 100,000 yuan.</p><p>\"You think, for car owners who bought Tesla early, this is definitely not a good thing, but for consumers who haven't bought it yet but want to buy it, it will definitely have a strong price temptation.\" Xiao Xing said this.</p><p>Xiao Sun (pseudonym), a post-90s car owner, also added: \"I think buying a Tesla depends on whether you care about software or hardware. Tesla's software may be unmatched by any domestic car.\"</p><p>In fact, Tesla unanimously provides paid services to its customers through software, such as the recently launched $199 per month fully autonomous driving (FSD) service. Business Insider calculates that the FSD's $10,000 sticker price is roughly 20% of the cost of the Model 3 Long Range.<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>It is estimated that if customers install FSD while buying Model 3 LR, Tesla's profit margin will be close to 100%.</p><p>\"In addition to autonomous driving, if future software subscription services are coupled with all kinds of mess, including charging, maintenance, and even entertainment, the same route as Apple is taking today, then this imagination space will become even bigger.\" Hong Zhou said so.</p><p>\"It is conceivable that some people may think that this is not a technical barrier, but to be honest, the brand system is originally the most powerful technical barrier.\" Hong Zhou said.</p>","source":"lsy1571439018386","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>With frequent accidents, has Tesla become the second \"Apple Curse\" in China?</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\">\nWith frequent accidents, has Tesla become the second \"Apple Curse\" in China?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国经营报</strong><span class=\"h-time small\">2021-08-08 08:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Unpredictable,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Still very profitable.</p><p>At the end of July, Tesla announced its first-quarter financial report with a record high net profit. This is Tesla's eighth consecutive profitable quarter, and it has already broken the curse of only losing money. Tesla CEO Musk himself said that if Tesla has nothing special in the future, he will not come to the financial report meeting.</p><p>In contrast, since the beginning of this year, Tesla's domestic car accidents have occurred frequently and have been criticized. However, judging from the data disclosed in Tesla's financial report, it seems that the Chinese market has not been affected much. Instead, it has surpassed the European market and become the second largest consumer market after the North American market.</p><p>For Chinese people, Tesla has become the second \"<a href=\"https://laohu8.com/S/AAPL\">Apple</a>\"Mojo\"?</p><p><img src=\"https://static.tigerbbs.com/1ab1346a55eaf02141deb850048f5d46\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p><b>The most profitable electric vehicle manufacturer</b></p><p>Although the market has overestimated Tesla as much as possible, especially as the epidemic continues, Tesla seems to have exceeded investors' expectations.</p><p>In this quarter, Tesla's total revenue reached US $11.96 billion, compared with previous market expectations of US $11.3 billion, compared with US $6 billion in the same period last year, which nearly doubled year-on-year; Correspondingly, Tesla's net profit in this quarter is even more astonishing, reaching US $1.142 billion. This is the first time that Tesla's net profit has exceeded US $1 billion. Previously, the market expected it to be US $650 million, compared with only US $650 million in the same period last year. It was $104 million, a year-on-year increase of 10 times.</p><p>More importantly, in the second quarter, Tesla's revenue from carbon credits was only US $354 million, a year-on-year decrease of 17% and a quarter-on-quarter decrease of 32%. Prior to this, most of Tesla's profits were based on carbon credit revenue, but judging from this financial report, even if this part of revenue is excluded, Tesla still achieves profitability.</p><p>It is worth noting that the global epidemic has not disappeared. The United States is the country with the largest cumulative number of confirmed cases and deaths, with a cumulative number of confirmed cases exceeding 35 million. The U.S. Centers for Disease Control and Prevention also said that the epidemic situation in the country has rebounded sharply, and the average daily number of newly confirmed cases in the United States has exceeded the peak of last summer.</p><p>As the epidemic continues to ease, Tesla's business is likely to further improve.</p><p>Specific to various businesses, Tesla's auto business revenue in the second quarter reached US $10.206 billion, breaking through the US $10 billion mark for the first time, compared with US $5.179 billion in the same period last year, a year-on-year increase of 97%; Similarly, Tesla's auto business reached an all-time high of US $2.899 billion in this quarter, with a gross profit margin of 28.4%.</p><p>Judging from Tesla's gross profit margin in this quarter, this value is higher than other manufacturers in the same industry. Compared with the \"Three Masters of Electric Vehicles\" in Chinese concept stocks,<a href=\"https://laohu8.com/S/NIO\">Nio</a>, XPeng and Ideal's gross profit margins in Q1 this year are 19.5%, 11.2% and 17.3% respectively. In this comparison, Tesla can be called the most profitable electric vehicle manufacturer at present.</p><p>The more critical issue is that Tesla not only has a high gross profit margin, but also has large sales.</p><p>According to the financial report, as of this quarter, Tesla's global delivery volume reached 201,000 vehicles, a year-on-year increase of 121%, and a quarter-on-quarter increase of 14.4%, while Tesla's total production in the second quarter reached 206,000 vehicles, a year-on-year increase of 151%.</p><p>Based on this data, Tesla expects vehicle deliveries to grow by more than 50% this year.</p><p>Tesla CFO Zach Kirkhorn also said that the second half of the year will be the bulk of Tesla's deliveries this year.</p><p>From the perspective of markets in different regions, the Chinese market has surpassed the European market and become Tesla's second largest consumer market, second only to the North American market.</p><p>Hong Zhou (pseudonym), a technology industry analyst, told the author: \"I originally thought that with so many accidents in China, these unexpected situations would affect Tesla's business in China, but it turned out to be fine at all.\"</p><p>According to incomplete statistics from car enthusiasts, in the first four months of this year, Tesla has had at least 40 out-of-control incidents in China.</p><p><img src=\"https://static.tigerbbs.com/d5a1d73f8594f7a0ac353753601c3328\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><b>\"Tesla Curse\"?</b></p><p>Hong Zhou said: \"In my personal opinion, for Chinese people, Tesla has become another'consumption curse 'after Apple.\"</p><p>Hong Zhou told the author that in the past year, Tesla accidents have occurred frequently, but for consumers, choosing to buy Tesla is more about the brand than safety. \"I think this consumption concept is quite terrible.\"</p><p>Xiao Xing (pseudonym), the owner of Tesla model 3, told the author that he is an ordinary middle-class person with a small monthly salary, but Tesla's car will give him a very comfortable feeling. \"Safety has indeed been considered, but I think all products will have flaws.\"</p><p>Xiao Xing also said that for Tesla owners, the most unpleasant thing is being \"cut leeks\".</p><p>In fact, in order to win the Chinese market, Tesla has been cutting prices.</p><p>On January 1 this year, according to Tesla China's official website, the starting price of the Tesla Model Y long-range version was 339,900 yuan, which was previously 488,000 yuan, a decrease of 148,100 yuan. The starting price of the Tesla Model Y Performance high-performance version is 369,900 yuan, which was previously 535,000 yuan, a decrease of 165,100 yuan.</p><p>On July 30, Tesla China issued a statement on Weibo that the price of the upgraded version of the Tesla Model 3 standard battery life was reduced by 15,000 yuan, and the adjusted price was 235,900 yuan. According to incomplete statistics, Tesla Model 3 has experienced more than a dozen rounds of price cuts since entering China, with a total price reduction of more than 100,000 yuan.</p><p>\"You think, for car owners who bought Tesla early, this is definitely not a good thing, but for consumers who haven't bought it yet but want to buy it, it will definitely have a strong price temptation.\" Xiao Xing said this.</p><p>Xiao Sun (pseudonym), a post-90s car owner, also added: \"I think buying a Tesla depends on whether you care about software or hardware. Tesla's software may be unmatched by any domestic car.\"</p><p>In fact, Tesla unanimously provides paid services to its customers through software, such as the recently launched $199 per month fully autonomous driving (FSD) service. Business Insider calculates that the FSD's $10,000 sticker price is roughly 20% of the cost of the Model 3 Long Range.<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>It is estimated that if customers install FSD while buying Model 3 LR, Tesla's profit margin will be close to 100%.</p><p>\"In addition to autonomous driving, if future software subscription services are coupled with all kinds of mess, including charging, maintenance, and even entertainment, the same route as Apple is taking today, then this imagination space will become even bigger.\" Hong Zhou said so.</p><p>\"It is conceivable that some people may think that this is not a technical barrier, but to be honest, the brand system is originally the most powerful technical barrier.\" Hong Zhou said.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/afJV0qewWh_enLbGJOASBA\">中国经营报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1ab1346a55eaf02141deb850048f5d46","relate_stocks":{"AAPL":"苹果","03086":"华夏纳指","09086":"华夏纳指-U","TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/afJV0qewWh_enLbGJOASBA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104382250","content_text":"无法预料，特斯拉仍然很能赚钱。\n7月末，特斯拉公布了净利润创历史新高的一季度财报，这已经是特斯拉第八个连续盈利季度，早已打破了只能亏损的魔咒。特斯拉CEO马斯克本人表示，如果以后特斯拉没什么特别的事情，就不来参加财报会了。\n与之对比的却是，今年以来，国内特斯拉的汽车事故频发，饱受诟病。但从特斯拉财报会披露的数据来看，中国市场似乎并未受到太多影响，反而超越欧洲市场，成为仅次于北美市场的第二大消费市场。\n对于国人来说，特斯拉已经成为第二个“苹果魔咒”了吗？\n\n最赚钱的电动车厂商\n尽管市场已经对特斯拉尽量高估了，尤其是疫情还在继续的情况下，但特斯拉似乎又超出投资人的预料。\n这一季度，特斯拉总营收达119.6亿美元，而此前市场预期为113亿美元，去年同期为60亿美元，同比来看，近乎翻了1倍；与之相应的是，特斯拉这一季度的净利润更为惊人，达到了11.42亿美元，这是特斯拉净利润首次超过10亿美元，此前市场预期为6.5亿美元，去年同期仅为1.04亿美元，同比增长10倍。\n更关键的是，其中第二季度，特斯拉在碳积分上的收入仅为3.54亿美元，同比下降17%，环比下降32%。而在此之前，特斯拉的盈利大部分是基于碳积分收入，但从这次财报来看，即使剔除掉这一部分收入，特斯拉仍然实现盈利。\n值得注意的是，全球疫情还未消失，美国是累计确诊病例和死亡病例最多的国家，累计确诊病例超过3500万例。美国疾病控制和预防中心还表示，该国疫情大幅反弹，全美日均新增确诊病例超过去年夏天的峰值。\n而随着疫情不断缓解，特斯拉的业务很有可能进一步提高。\n具体到各项业务来看，特斯拉二季度汽车业务的营收达102.06亿美元，首次突破100亿美元大关，去年同期为51.79亿美元，同比增长97%；同样，特斯拉这一季度汽车业务达到历史最高28.99亿美元，毛利率达到28.4%。\n从这一季度特斯拉的毛利率来看，这个数值要高于同行业的其他厂商，对比中概股的“电动车三杰”来看，蔚来、小鹏和理想今年Q1的毛利率分别为19.5%、11.2%和17.3%。这样对比来看，特斯拉堪称目前最赚钱的电动车厂商。\n更关键的问题在于，特斯拉不仅毛利率高，而且销量还大。\n根据财报，截止到这一季度，特斯拉全球交付量达20.1万辆，同比增长121%，环比第一季度增长14.4%，而特斯拉二季度总产量达20.6万辆，同比增长151%。\n根据这一数据，特斯拉预计今年汽车交付量将增长超过50%。\n特斯拉CFO扎克·柯克霍恩还表示，下半年才是今年特斯拉交付量的大头。\n从不同地域的市场来看，中国市场已经超越欧洲市场，成为了特斯拉第二大消费市场，仅次于北美市场。\n科技行业分析师洪舟（化名）对笔者表示：“原本以为在国内出了这么多事故，这些突发状况会影响特斯拉在华业务，结果压根就没事。”\n根据车友自发不完全统计，今年前4个月，特斯拉在国内已经发生了至少40起失控事件。\n\n“特斯拉魔咒”？\n洪舟说：“在我个人看来，对国人来说，特斯拉已经成为了继苹果之后的又一‘消费魔咒’。”\n洪舟对笔者表示，近一年来，特斯拉事故发生频频，但对于消费者来说，选择购买特斯拉更多在乎的是品牌，而不是安全。“我觉得这个消费观念还是挺可怕的。”\n特斯拉model 3车主小邢（化名）对笔者表示，自己是一个普普通通的中产，拿着并不多的月薪，但是特斯拉的车就会给自己很舒服的感觉。“安全性什么的确实考虑过，但我是觉得所有产品都会存在瑕疵吧。”\n小邢还表示，对于特斯拉车主来说，最不爽的事情在于被“割韭菜”。\n实际上，为了拿下中国市场，特斯拉一直在降价。\n今年1月1日，据特斯拉中国官网消息，特斯拉Model Y长续航版起售价为33.99万元人民币，此前为48.8万元人民币，下调14.81万元。特斯拉Model Y Performance高性能版起售价为36.99万元人民币，此前为53.5万元人民币，下调16.51万元。\n7月30日，特斯拉中国发微博声明，特斯拉Model 3标准续航升级版的价格下调1.5万元，调整后的价格为23.59万元。据不完全统计，特斯拉Model 3自入华之后已经历了十几轮的降价，总降价幅度超过10万元。\n“你想，对于早早买了特斯拉的车主来说，这肯定不是啥好事，但对于还没买却想买的消费者来说，肯定会具有极强的价格诱惑。”小邢这样说。\n90后车主小孙（化名）还补充说：“我觉得买特斯拉要看你在乎的是软件还是硬件，特斯拉的软件可能是任何国产车都无法比拟的。”\n实际上，特斯拉一致通过软件向自己的客户提供付费服务，比如最近推出的每月199美元完全自动驾驶（FSD）服务。据Business Insider计算，FSD 1万美元的标价大约是Model 3 Long Range成本的20%。摩根士丹利估计，如果客户在购买Model 3 LR的同时加装了FSD，特斯拉的利润率将接近100%。\n“除了自动驾驶，如果以后的软件订阅服务再加上各种乱七八糟的，包括充电、维护，甚至于娱乐，同苹果如今走的路线一样，那这个想象空间就会变得更大。”洪舟这样表示。\n“可以想到的是，有人可能认为这并不算什么技术壁垒，但说实话，品牌体系原本就算得上是最强大的技术壁垒。”洪舟说。","news_type":1,"symbols_score_info":{"AAPL":0.9,"09086":0.9,"TSLA":0.9,"03086":0.9}},"isVote":1,"tweetType":1,"viewCount":1482,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}