• 第一季度交付量预计为 457,000 辆（增长 8%），低于分析师预期和之前的增长率。
• 竞争的加剧，尤其是来自中国比亚迪的竞争，以及小米 SU7 等竞争对手的激进定价，威胁着特斯拉的市场份额。
• 停产、工厂升级和销售缓慢导致特斯拉 2024 年第一季度股价下跌 29%，这是自 2022 年底以来最严重的跌幅。

水里有血，做空鲨鱼在盘旋。随着特斯拉准备报告 2024 年第一季度的业绩，该品牌的粉丝和批评者都预计销售将放缓，这导致今年迄今为止特斯拉的空头（做空该公司的赌注）增加了超过 57.7 亿美元。

虽然第一季度的缓慢增长并不令人意外，但很明显，特斯拉试图通过降价来缓解经济低迷，但这并没有阻止它感受到艰难的市场环境带来的压力。

阅读：特斯拉已开始在 Facebook 和 Instagram 上做广告

据CNBC报道，根据 11 名金融分析师的平均预测，投资者预计特斯拉将在 2024 年前三个月交付 457,000 辆汽车。虽然这一预测仍反映出 8% 的增长，但与一年前 36% 的销售增长相比仍存在差距。

但并非所有人都相信销量会增加。据《华尔街日报》报道，特斯拉最重要的两个市场中国和美国的交付量预计今年第一季度将下降约 5% 。尽管欧洲的交付量有所上升，但一些分析师担心该汽车制造商的交付量可能会出现自 2020 年春季以来的首次下降。

增长放缓可归因于几个因素。首先，特斯拉在全球电动汽车领域面临着激烈的竞争，特别是在中国，比亚迪在 2023 年第四季度超越特斯拉成为最畅销的电动汽车品牌。此外，Model 3 面临着来自越来越多本土竞争对手的激烈价格竞争比如新推出的小米SU7，首发售价比特斯拉低4000美元。https://www.carscoops.com/wp-content/uploads/2024/03/2024-Tesla-Group-1-1024x576.jpg

马斯克也没有给公司带来任何好处

分析师还指出，马斯克的行为和政治观点可能会阻止美国的电动汽车购买者传统上，那些对低排放汽车感兴趣的人往往在政治上倾向于左倾。然而，自疫情爆发和收购 Twitter（现为 X）以来，马斯克因允许平台上发表仇恨言论、忽视解决工厂中的种族主义问题、宣扬偏执的阴谋论以及与右翼关于觉醒文化的言论保持一致而面临批评。和移民。这些行为可能会疏远潜在买家。

在世界其他地区，这家电动汽车制造商面临着德国左翼活动人士的批评。一个组织声称对特斯拉柏林工厂生产中断的停电事件负责。然而，这种情况可能为汽车制造商带来潜在的一线希望。销售缓慢不仅仅是因为客户需求；2024 年初，生产复杂性也发挥了作用。

除了德国的停产和与红海袭击相关的供应线放缓之外，弗里蒙特的生产也陷入低迷，因为该公司正在更新工厂，为更新的 Model 3做准备。特斯拉先进驾驶辅助系统 FSD 的最新更新令人兴奋，提振了该股。

然而，交付量下降的预期和其他因素导致该汽车制造商的股价在 2024 年前三个月下跌了 29%。这是自 2022 年底以来股票表现最差的一个季度，也是自上市以来第三个最差的季度。 https://www.carscoops.com/wp-content/uploads/2024/03/2024-Tesla-Group-3-1024x576.jpg

原文阅读

Tesla Faces Worst Quarter Since 2022 As Slow Sales Hit Stock Price

Tesla's share prices have fallen by almost a third in the first quarter of 2024

by Sebastien Bell

1 hour ago

• Q1 deliveries are expected to be 457,000 (8% increase), falling short of analyst expectations and prior growth rates.
• Increased competition, particularly from China’s BYD, and aggressive pricing for rivals like the Xiaomi SU7 threaten Tesla’s market share.
• Shutdowns, plant upgrades, and slow sales contribute to a 29% stock price decline in Q1 2024, Tesla’s worst since late 2022.

There’s blood in the water, and the short-selling sharks are circling. As Tesla prepares to report its performance for the first quarter of 2024, both fans of the brand and its critics are expecting slow sales, and that has led Tesla shorts (bets against the company) to increase by more than $5.77 billion so far this year.

While the slow first-quarter is no surprise, it has become clear that Tesla’s attempts to mitigate the downturn with price cuts haven’t prevented it from feeling the crunch of difficult market conditions.

Read: Tesla Has Started Advertising On Facebook And Instagram

According to an average of 11 financial analysts, investors are expecting Tesla to deliver 457,000 vehicles in the first three months of 2024, reports CNBC. While this projection still reflects an 8 percent growth, it falls short in comparison to the 36 percent sales growth experienced a year prior.

But not everyone believes that sales will increase. Deliveries in Tesla’s two most important markets, China and the U.S., are predicted to fall by about 5 percent in the first quarter of the year, reports WSJ. Although deliveries in Europe are up, some analysts are concerned the automaker’s deliveries might decline for the first time since the spring of 2020.

The slowing growth can be attributed to several factors. Primarily, Tesla faces intensified competition in the global EV sector, particularly in China, where BYD surpassed it as the top-selling EV brand in the fourth quarter of 2023. Additionally, the Model 3 faces stiff pricing competition from an increasing number of local rivals, such as the newly introduced Xiaomi SU7, which debuted with a starting price $4,000 lower than Tesla’s.

Musk isn’t doing the company any favors, either

Analysts also point out that Musk’s behavior and political views may be deterring EV buyers in the U.S. Traditionally, those interested in low-emission vehicles tend to lean left politically. However, since the pandemic and his acquisition of Twitter (now X), Musk has faced criticism for permitting hate speech on the platform, neglecting to address racism in his factories, promoting bigoted conspiracy theories, and aligning with right-wing rhetoric on woke culture and immigration. These actions may be alienating potential buyers.

In other parts of the world, the EV automaker has faced criticism from left-wing activists in Germany. A group claimed responsibility for a power outage that disrupted production at Tesla’s Berlin plant. However, this situation might offer a potential silver lining for the automaker. Slow sales weren’t solely due to customer demand; production complications also played a role in early 2024.

In addition to the shutdown in Germany and supply line slowdowns related to attacks in the Red Sea, production was sluggish in Fremont because the company was updating the plant in preparation for the updated Model 3. Excitement about the latest update to Tesla’s advanced driver assistance system, FSD, is buoying the stock.

However, the anticipation of lower deliveries and other factors have led to a 29 percent decline in the automaker’s share prices in the first three months of 2024. This marks its worst quarter for stock performance since the end of 2022 and its third worst since its initial public offering in 2010.