二季度交付量高于华尔街预期，特斯拉表现好于竞争对手
上周四上午，特斯拉宣布，该公司今年第二季度交付了90650辆电动汽车。该数据高于华尔街分析师的预估，延续了该公司一如既往总是超出华尔街预期的表现。此前，根据FactSet的数据，股票分析师预估，特斯拉第二季度将交付72149辆电动汽车，而彭博社的调查结果则是83071辆。
受此影响，特斯拉股价在盘前交易中猛涨9%，并呈现出持续上升态势。在7月2日的报告中，特斯拉公布了公司初始交付数据，而更进一步的财务报告，包括衡量盈利能力的关键指标等，将于7月底公布。
在此特殊时期，特斯拉的成就尤其引人注目。一方面，特斯拉汽车产能受到影响，而另一方面，全球经济放缓打击了消费者购买新车的积极性。在生产方面，特斯拉第二季度的汽车总产量为82272辆，低于第一季度的102672辆。
特斯拉表示，在第二季度交付的90650辆电动汽车中，中端电动车Model 3和Model Y占80050辆，而高端电动车Model X和Model S则为10600辆。尽管高端车的单辆利润更高，但其销量目前仍旧在持续下滑：特斯拉在今年第一季度交付了12200辆Model X和Model S，在2019年第三季度的交付量则为17400辆。
当前，特斯拉还未完全摆脱公共卫生事件的影响：其交付量同比下降了近5%。但特斯拉的表现明显好于竞争对手：福特汽车于上周四宣布，其在美销量同比下滑33%，通用汽车和菲亚特克莱斯勒第二季度的汽车销量则分别暴跌34%和38.6%。
但这并不完全是相同类型的比较，因为特斯拉的数据也包括了在中国的销量。今年早些时候，特斯拉在中国的新Model 3汽车工厂恢复了全面生产。在新冠肺炎疫情爆发初期，特斯拉汽车的美国注册量下跌了46%，1月的汽车注册量只有3563辆。但到今年5月，随着中国形势好转，特斯拉的销量也开始回升：数据显示，特斯拉5月在中国售出了11095辆国产Model 3电动汽车。
虽然中国市场是一个关键因素，但特斯拉的成功也部分源于它对美国强制实施的封锁措施的无视。最明显的例子是，据报道，该公司不顾当地的停工令，即要求工厂在疫情爆发初期关停非必要业务，在其位于加利福尼亚州弗里蒙特的工厂继续生产汽车。在5月初一个激烈的财报电话会议上，首席执行官埃隆•马斯克称封锁令是“法西斯主义”。几天后，特斯拉对工厂所在地阿拉米达县提起诉讼。此前，当地政府曾经多次发出警告，禁止特斯拉在阿拉米达县复工。自诉讼以后，阿拉米达县政府似乎放弃了执行停工令。
工厂的工人们举行了抗议活动，抗议工厂松懈的安全保护措施，还有数人被检测出病毒阳性。6月底，两名工人告诉《华盛顿邮报》，尽管马斯克保证不强制要求员工上班，但他们因为于特殊时期待在家里而被解雇了。
在本月晚些时候公布财报后，特斯拉的下一个重要里程碑，将会是预告其备受期待的电池开发进程。该活动预计将详细介绍公司在电池方面的创新，如续航时间更长，生产成本也可能会更低。马斯克最近宣布，活动暂定于9月15日举行。（财富中文网）
译者：Claire
上周四上午，特斯拉宣布，该公司今年第二季度交付了90650辆电动汽车。该数据高于华尔街分析师的预估，延续了该公司一如既往总是超出华尔街预期的表现。此前，根据FactSet的数据，股票分析师预估，特斯拉第二季度将交付72149辆电动汽车，而彭博社的调查结果则是83071辆。
受此影响，特斯拉股价在盘前交易中猛涨9%，并呈现出持续上升态势。在7月2日的报告中，特斯拉公布了公司初始交付数据，而更进一步的财务报告，包括衡量盈利能力的关键指标等，将于7月底公布。
在此特殊时期，特斯拉的成就尤其引人注目。一方面，特斯拉汽车产能受到影响，而另一方面，全球经济放缓打击了消费者购买新车的积极性。在生产方面，特斯拉第二季度的汽车总产量为82272辆，低于第一季度的102672辆。
特斯拉表示，在第二季度交付的90650辆电动汽车中，中端电动车Model 3和Model Y占80050辆，而高端电动车Model X和Model S则为10600辆。尽管高端车的单辆利润更高，但其销量目前仍旧在持续下滑：特斯拉在今年第一季度交付了12200辆Model X和Model S，在2019年第三季度的交付量则为17400辆。
当前，特斯拉还未完全摆脱公共卫生事件的影响：其交付量同比下降了近5%。但特斯拉的表现明显好于竞争对手：福特汽车于上周四宣布，其在美销量同比下滑33%，通用汽车和菲亚特克莱斯勒第二季度的汽车销量则分别暴跌34%和38.6%。
但这并不完全是相同类型的比较，因为特斯拉的数据也包括了在中国的销量。今年早些时候，特斯拉在中国的新Model 3汽车工厂恢复了全面生产。在新冠肺炎疫情爆发初期，特斯拉汽车的美国注册量下跌了46%，1月的汽车注册量只有3563辆。但到今年5月，随着中国形势好转，特斯拉的销量也开始回升：数据显示，特斯拉5月在中国售出了11095辆国产Model 3电动汽车。
虽然中国市场是一个关键因素，但特斯拉的成功也部分源于它对美国强制实施的封锁措施的无视。最明显的例子是，据报道，该公司不顾当地的停工令，即要求工厂在疫情爆发初期关停非必要业务，在其位于加利福尼亚州弗里蒙特的工厂继续生产汽车。在5月初一个激烈的财报电话会议上，首席执行官埃隆•马斯克称封锁令是“法西斯主义”。几天后，特斯拉对工厂所在地阿拉米达县提起诉讼。此前，当地政府曾经多次发出警告，禁止特斯拉在阿拉米达县复工。自诉讼以后，阿拉米达县政府似乎放弃了执行停工令。
工厂的工人们举行了抗议活动，抗议工厂松懈的安全保护措施，还有数人被检测出病毒阳性。6月底，两名工人告诉《华盛顿邮报》，尽管马斯克保证不强制要求员工上班，但他们因为于特殊时期待在家里而被解雇了。
在本月晚些时候公布财报后，特斯拉的下一个重要里程碑，将会是预告其备受期待的电池开发进程。该活动预计将详细介绍公司在电池方面的创新，如续航时间更长，生产成本也可能会更低。马斯克最近宣布，活动暂定于9月15日举行。（财富中文网）
译者：Claire
Tesla continued its long, barely interrupted streak of outperforming Wall Street’s predictions, announcing last Thursday morning that it had delivered 90,650 total vehicles in the second quarter of the year. The consensus estimate among stock analysts was 72,149 total deliveries according to FactSet, and 83,071 as calculated by Bloomberg.
The electric-car maker’s stock careened up 9% in pre-market trading on the announcement—another event that is becoming routine. July 2’s report included only raw delivery numbers, and Tesla’s financial results for the second quarter, including key measures of profitability, will be reported in late July.
The beat, of course, is particularly notable because it comes in the midst of the coronavirus pandemic. That has constrained Tesla’s ability to produce cars, even as a global economic slowdown tamped down consumers’ eagerness for big new purchases. On the production side, Tesla managed to produce 82,272 total units in the second quarter, compared to 102,672 in the first quarter.
Tesla says it delivered 80,050 of its mid-market Model 3 and Model Y vehicles, and 10,600 of its S and X luxury models. That continues a long trend of decline for the luxury models, which are more profitable on a per-unit basis: Tesla delivered 12,200 S and Xs in the first quarter of this year, and 17,400 in the third quarter of 2019.
Tesla hasn’t completely escaped the gravity of the coronavirus; the overall delivery numbers were down nearly 5% from the same period last year. But Tesla appears to have solidly outperformed established carmakers: Ford reported a 33% year-over-year decline in U.S. sales on last Thursday, while GM reported a 34% drop and Fiat Chrysler's slumped 38.6%.
That’s not an entirely apples-to-apples comparison, because Tesla’s numbers also include sales in China, where its new Model 3 factory reached full production earlier this year. Tesla registration numbers in the country dropped by as much as 46% during the initial coronavirus wave there, with just 3,563 vehicles registered in January. But by May, China started to bounce back from the coronavirus, and so did Tesla's numbers: 11,095 locally made Model 3s were reported sold there for the month.
While China has been a crucial cushion, Tesla’s success also came partly from its defiance of mandated coronavirus control measures in the United States. Most dramatically, it reportedly continued producing cars at its Fremont, Calif., factory against local orders mandating the shutdown of nonessential businesses during the pandemic’s initial surge. On a fiery earnings call in early May, CEO Elon Musk referred to the lockdown orders as "fascist." A few days later, Tesla filed suit against Alameda County, where the factory is located, and where local authorities had repeatedly insisted it should not be making cars. Alameda County appears to have since backed down on enforcing its order.
Workers at the plant have staged protests against lax safety measures, and several tested positive for the virus. In late June, two workers told the Washington Post they had been fired for staying home during the height of the pandemic, despite assurances from Musk that they weren’t obligated to work.
After financial results are reported later this month, Tesla’s next big milestone is expected to be a major event previewing its highly anticipated battery development efforts. The event is anticipated to detail innovations that allow batteries to last longer, possibly at a lower production cost. Musk recently announced that the event was tentatively scheduled for Sept. 15.
