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特斯拉第二季度營收再創紀錄 馬斯克:人形機器人2026年量產交付
北京時間7月24日,特斯拉發佈2024年第二季度財報顯示,營收達255億美元(約1855億元人民幣),季度非GAAP淨利潤為18億美元(約131億元人民幣),實現了創紀錄的季度營收。同時,財報電話會還有幾個值得關注的要點:Robotaxi將於10月10日發佈,有可能在今年年底、最遲明年投入使用。馬斯克表示:特斯拉有可能在今年年底在其他市場獲得FSD許可,比如歐洲和中國。特斯拉2024年二季度財報電話會要點:1. Robotaxi將於10月10日發佈,有可能在今年年底、最遲明年投入使用。2. 馬斯克:特斯拉有可能在今年年底在其他市場獲得FSD許可,比如歐洲和中國。3. 特斯拉2024年第二季度全球生產了超過41萬輛電動車,交付量突破44.4萬輛,環比增長14.7%,超華爾街機構預期。上海超級工廠繼續發揮重要作用,6月交付量達到71,007輛,國內銷量增長至59,261輛。7月國內前三週的銷量表現依舊亮眼,7月有望創造國內交付量單季度首月最高紀錄。5年0息政策延長至8月31日。4. 馬斯克:我們相信純電動車是消費者的最佳的選擇,隨着續航、充電和服務等方面的誤解被逐步消除,純電動車最終會贏得所有消費者的青睞。5. 完全自動駕駛能力(監督版)推出新版本,主要依靠眼動追蹤軟件來監控駕駛員注意力,駕駛員戴了太陽鏡也沒問題。6. 第二季度4680 電池產量環比增加50%,並且成本持續下降。7. 儲能業務增長迅猛,二季度儲能產品裝機量達到9.4吉瓦時,環比增長約132%,再創單季度裝機量的新紀錄。Powerwall 3推出後持續獲得成功,除美國外,目前已在加拿大、英國和德國上市。8. 第二代人形機器人Optimus已經在工廠中進行處理電池相關任務,預計2025年年底將有數千台Optimus在特斯拉工廠執行任務,2026年將開始交付給外部客户。9. 特斯拉將擁有巨大的分佈式算力。馬斯克認為,明年年底投產的AI5芯片將使分佈式算力成為顯而易見的選擇。物理上看,未來的車輛將配備AI5及以上版本的芯片,可能還會有數十億個人形機器人,在車輛和機器人閒置時,這些芯片可提供驚人的推理計算量。10. 得州超級工廠的南部擴建工程即將完工,屆時將容納特斯拉迄今為止最大的英偉達H100 芯片集羣。11. 賽博越野旅行車第二季度成為美國細分市場最暢銷的車型,產量環比增長3倍多,有望在 2024 年底實現盈利。12. 下一代新車型將按照計劃在2025年上半年開始生產,可使用現有產線,這將最大化利用現有近300萬輛的產能,實現相較於2023年50%的增長。之後特斯拉會再投資新的生產線。
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