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浙江新能4月21日公告,2025年第一季度实现营业收入11.11亿元,同比下降5.27%;归属于上市公司股东的净利润8392.87万元,同比下滑51.46%;基本每股收益0.0349元。

  当这家电动汽车制造商于周二公布业绩时,特斯拉的投资者将急切地向首席执行官埃隆・马斯克提出两个紧迫问题:平价电动汽车何时推出?机器人出租车计划是否按进度推进?

  华尔街寄希望于一款更便宜的汽车来重振特斯拉不断下滑的销量。特斯拉的销量受到了竞争冲击,以及因马斯克极右翼政治立场而遭致的抵制。马斯克曾承诺在今年上半年结束前推出这款车。

  路透社上周五独家报道称,特斯拉平价车计划包括一款在美国生产的简配版畅销车型ModelYSUV,但它的生产已推迟了数月。

  全球交易型开放式指数基金(ETF)发行商GraniteShares的首席执行官威尔・林德表示:“低价版特斯拉或许是能扭转局势的关键因素。如果最终它只是一款简配版的ModelY,我们认为市场可能会感到失望。埃隆真的需要按时推出这款车,而且车本身也要符合预期。”

  特斯拉迫切需要一场胜利。随着销量下滑,利润率也在下降——华尔街估计,该公司第一季度的汽车毛利率可能降至历史最低水平。分析师预计,随着特斯拉继续提供优惠措施以促进销售,这种情况将持续下去。

  该公司曾表示,利用现有的车辆平台和生产线来开发一款更便宜的汽车将降低其资本成本,但除此之外没有透露更多细节。

  面对其老旧车型需求放缓,以及中国电动汽车在中国和欧洲的火爆销售,马斯克去年将重心转向了机器人出租车和人工智能领域。他承诺在6月前在得克萨斯州向公众推出无人驾驶叫车服务,并于今年晚些时候在加利福尼亚州推出。

  近十年来,马斯克多次承诺推出自动驾驶的特斯拉汽车,但都未能兑现。除此之外,人们还严重担忧在公共道路上部署尚未成熟的无人驾驶技术可能带来的安全问题和相关诉讼风险。

  特斯拉一直在寻求必要的监管批准,以便最终推出其承诺的机器人出租车服务。

  但备受期待的Cybercab(机器人出租车概念,是上述计划的核心)的生产可能会受到干扰,因为在美国总统唐纳德・特朗普将关税提高到145%后,特斯拉已暂停从中国进口零部件。

  除了这些挑战之外,投资者还对马斯克花在管理公司上的时间存疑,因为他参与了特朗普政府的工作,负责联邦层面的裁员工作。

  他的行为激怒了民众,导致特斯拉展厅遭到抗议和破坏,这反映在品牌价值下降和以旧换新数量增加上。

  销量大幅下降,尤其是在特斯拉在美国最大的市场加利福尼亚州。今年以来,该公司股价已暴跌40%,市值蒸发超过5000亿美元。

  股票交易员网络(StockTraderNetwork)的首席策略师丹尼斯・迪克持有特斯拉股票的多头仓位,他表示:“如果马斯克能够……重新将精力集中在恢复特斯拉品牌上,我确实相信品牌受损的情况可以降到最低。”

  “马斯克在未来要限制自己的政治言论,开始专注于完全自动驾驶(FSD)、机器人出租车和擎天柱(Optimus),这很重要。”他说,这里提到的是特斯拉在自动驾驶方面的努力和相关机器人产品。

  尽管第一季度交付量大幅下降,但路孚特(LSEG)的分析师预计,特斯拉这一时期的收入为213.5亿美元,与去年同期持平。这得益于汽车监管积分以及太阳能发电和储能系统的销售增长。

  据VisibleAlpha调查的21位分析师预计,不包括监管积分,特斯拉的汽车毛利率预计为11.83%。这低于第四季度的13.6%。

  德意志银行分析师爱迪生・于表示:“我们预计交付量将优先于汽车毛利率,这意味着可能会看到更多的优惠措施。”他说,提供免费充电或自动驾驶功能等优惠可能会影响盈利能力。

  由于皮卡车型Cybertruck的订单减少,特斯拉也开始对其库存中的一些Cybertruck大幅打折。该公司在3月召回了所有已售出的Cybertruck,以修复外部面板问题,这引发了人们对该车型安全性的担忧。

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