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《大行報告》德銀引述特斯拉(TSLA.US)指10月1日無在中國市場降價 指上季付運不足非因需求疲軟
特斯拉(TSLA.US)早前公布第三季電動車交付量遜預期,隔晚股價再下跌近3.5%,本港上市的電動車股今日股價亦受壓,小鵬汽車-W(09868.HK)股價走低6.7%,蔚來-SW(09866.HK)股價下滑6.8%,而理想汽車(02015.HK)跌近2%,比亞迪(01211.HK)走低3.1%。 德銀發表報告表示,在特斯拉發布第三季度業績後與管理層進行了交談,並更好地了解該公司全球汽車運輸戰略的變化,就市場關注其第三季度交付量不足,指特斯拉的信息是明確的,稱第三季度的交付和生產完全反映了運輸問題,而並非需求疲軟。 從歷史上看,特斯拉大批量產車輛運往特定地區,根據運輸時間進行優先級排序,目標是在同一季度交付所有車輛。特斯拉在全球的絕大多數交付發生在每個季度的最後一個月,但隨著公司的不斷發展,特斯拉認為這種模式是不可持續的,因為它在全球範圍內帶來了相當大的物流挑戰。 因此,特斯拉在第三季度開始轉變其全球交付流程,每周為所有地區小批量生產車輛,並在整個季度將它們運送到全球各個目的地。但同時,本季度最後幾周生產的部分出口車輛在季末仍在運輸中,最初將導致交付量不足,特斯拉指最終將穩定運輸車輛數量和令全球季度交付正常化。 德銀指,特斯拉全球範圍內的交付量不斷增長特別是在中國市場,更指尚未看到需求疲軟。該公司強調10月1日在中國市場並無降低汽車價格。
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