Tesla Researcher Thinks EV Giant's 'Biggest Challenge' In Q2 Comes From One Of Its Cash Cows Due To A Tax Credit Twist
Tesla Researcher Thinks EV Giant's 'Biggest Challenge' In Q2 Comes From One Of Its Cash Cows Due To A Tax Credit Twist
Tesla Inc (NASDAQ:TSLA) researcher Troy Teslike expects Model 3 demand to be the biggest challenge for the EV giant in the second quarter.
特斯拉公司（纳斯达克股票代码：TSLA）研究员特洛伊·特斯利克预计，Model 3的需求将是这家电动汽车巨头在第二季度面临的最大挑战。
What Happened: Lowered demand for the Model 3, Teslike said, will be the company's biggest challenge in terms of deliveries. The two low-priced versions of the Model 3 don't qualify for a federal EV tax credit of $7,500 while the corresponding versions of the Model Y do.
发生了什么：特斯利克说，对Model 3的需求下降将是该公司在交付方面面临的最大挑战。Model 3的两个低价版本没有资格获得7,500美元的联邦电动汽车税收抵免，而Model Y的相应版本则有资格获得7,500美元的联邦电动汽车税收抵免。
This brings the effective price of the Model Y for eligible customers down below the corresponding Model 3, making the Y a more appealing option for buyers.
这使符合条件的客户的Model Y的有效价格降至相应的Model 3以下，使Y成为对买家更具吸引力的选择。
In terms of deliveries, Tesla's biggest challenge in Q2 is expected to be Model 3 demand in the US due to the tax credit situation. The Standard Range and Long Range versions of the Model 3 don't qualify for the $7,500 tax credit, making them more expensive than the same Model Y...
— Troy Teslike (@TroyTeslike) April 30, 2024
在交付方面，由于税收抵免情况，预计特斯拉在第二季度面临的最大挑战将是美国对Model 3的需求。Model 3的标准续航里程和长续航版本没有资格获得7,500美元的税收抵免，这使得它们比相同的Model Y更昂贵...
— Troy Teslike (@TroyTeslike) 2024 年 4 月 30 日
Without credits, the Model 3 sedan is the cheapest Tesla. Earlier this year, Tesla launched the refreshed Model 3 across the U.S., with slight differences to both the interior and exterior design of the vehicle.
如果没有积分，Model 3轿车是最便宜的特斯拉。今年早些时候，特斯拉在美国各地推出了更新后的Model 3，但该车的内部和外部设计略有不同。
| Model 3 | Model Y | |
| Rear-Wheel Drive | $38,990 | $42,990 |
| Long Range | $47,740 | $47,990 |
| Performance | $53,990 | $51,490 |
| 模型 3 | Y 型号 | |
| 后轮驱动 | 38,990 美元 | 42,990 美元 |
| 长距离 | 47,740 美元 | 47,990 美元 |
| 性能 | 53,990 美元 | 51,490 美元 |
Unlike the Model 3's Performance variant or any version of the Model Y, the rear-wheel drive and long-range versions of the Model 3 are not eligible for any tax credit. As a result, all variants of the Model 3 are priced at a higher point than their respective Model Y counterparts.
与Model 3的性能变体或Model Y的任何版本不同，Model 3的后轮驱动和远程版本没有资格获得任何税收抵免。因此，Model 3的所有变体的定价都高于相应的Model Y同类车型。
| Model 3 | Model Y | |
| Rear-Wheel Drive | $38,990 | $35,490 |
| Long Range | $47,740 | $40,490 |
| Performance | $46,490 | $43,990 |
| 模型 3 | Y 型号 | |
| 后轮驱动 | 38,990 美元 | 35,490 美元 |
| 长距离 | 47,740 美元 | 40,490 美元 |
| 性能 | 46,490 美元 | 43,990 美元 |
Model 3 and Y make up the majority of Tesla's sales, thanks to their lower price point as opposed to the remaining of Tesla's lineup. In the last quarter, the two vehicles accounted for 95.6% of the company's total deliveries.
Model 3和Y占特斯拉销量的大部分，这要归功于与特斯拉其他阵容相比，它们的价位较低。在上个季度，这两辆车占公司总交付量的95.6％。
Tesla's Disappointing First-Quarter Deliveries: Tesla reported an 8.5% year-on-year decline in first-quarter deliveries with 386,810 vehicles delivered across the world, marking the first time Tesla has reported a drop in quarterly deliveries in about four years since the COVID-19 pandemic in 2020.
特斯拉第一季度交付量令人失望：特斯拉报告称，第一季度交付量同比下降8.5％，全球交付了386,810辆汽车，这标志着特斯拉自2020年 COVID-19 疫情以来首次报告季度交付量下降约四年来。
The company attributed the decline in volume partially to the production ramp of the refreshed Model 3 at its Fremont factory.
该公司将销量下降部分归因于其弗里蒙特工厂更新后的Model 3的产量增加。
Looking Forward: Teslike expects negative year-on-year delivery growth for the second and fourth quarters. Deliveries in the third quarter last year were lower, providing a chance that Tesla could beat the numbers this year, he said.
展望未来：Teslike预计，第二和第四季度的交付量将同比负增长。他说，去年第三季度的交付量有所下降，这为特斯拉今年可能超过这一数字提供了机会。
However, Tesla CEO Elon Musk said during the company's first-quarter earnings calls earlier this month that the company will have higher sales in 2024 compared to 2023. The company delivered 1.8 million cars last year.
但是，特斯拉首席执行官埃隆·马斯克在本月早些时候的公司第一季度财报电话会议上表示，与2023年相比，该公司2024年的销售额将更高。该公司去年交付了180万辆汽车。
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Read More: Elon Musk Reminisces How Tesla Achieved Its First Quarterly Profit 11 Years Ago: '...A Case Of Deliver Or Die'
阅读更多：埃隆·马斯克回忆起特斯拉11年前如何实现首个季度利润：“... 交付或死亡的案例”
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