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（納斯達克股票代碼：TSLA）研究員特洛伊·特斯利克預計，Model 3的需求將是這家電動汽車巨頭在第二季度面臨的最大挑戰。
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.
發生了什麼：特斯利克說，對Model 3的需求下降將是該公司在交付方面面臨的最大挑戰。Model 3的兩個低價版本沒有資格獲得7,500美元的聯邦電動汽車稅收抵免，而Model Y的相應版本則有資格獲得7,500美元的聯邦電動汽車稅收抵免。
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.
這使符合條件的客戶的Model Y的有效價格降至相應的Model 3以下，使Y成爲對買家更具吸引力的選擇。
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，由於稅收抵免情況，預計特斯拉在第二季度面臨的最大挑戰將是美國對Model 3的需求。Model 3的標準續航里程和長續航版本沒有資格獲得7,500美元的稅收抵免，這使得它們比相同的Model Y更昂貴...
— 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.
如果沒有積分，Model 3轎車是最便宜的特斯拉。今年早些時候，特斯拉在美國各地推出了更新後的Model 3，但該車的內部和外部設計略有不同。
| 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 型號 | |
| 後輪驅動 | 38,990 美元 | 42,990 美元 |
| 長距離 | 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.
與Model 3的性能變體或Model Y的任何版本不同，Model 3的後輪驅動和遠程版本沒有資格獲得任何稅收抵免。因此，Model 3的所有變體的定價都高於相應的Model Y同類車型。
| 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 型號 | |
| 後輪驅動 | 38,990 美元 | 35,490 美元 |
| 長距離 | 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佔特斯拉銷量的大部分，這要歸功於與特斯拉其他陣容相比，它們的價位較低。在上個季度，這兩輛車佔公司總交付量的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：特斯拉報告稱，第一季度交付量同比下降8.5％，全球交付了386,810輛汽車，這標誌着特斯拉自2020年 COVID-19 疫情以來首次報告季度交付量下降約四年來。
The company attributed the decline in volume partially to the production ramp of the refreshed Model 3 at its Fremont factory.
該公司將銷量下降部分歸因於其弗裏蒙特工廠更新後的Model 3的產量增加。
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.
展望未來：Teslike預計，第二和第四季度的交付量將同比負增長。他說，去年第三季度的交付量有所下降，這爲特斯拉今年可能超過這一數字提供了機會。
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，特斯拉首席執行官埃隆·馬斯克在本月早些時候的公司第一季度業績電話會議上表示，與2023年相比，該公司2024年的銷售額將更高。該公司去年交付了180萬輛汽車。
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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'
閱讀更多：埃隆·馬斯克回憶起特斯拉11年前如何實現首個季度利潤：“... 交付或死亡的案例”
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