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圣诞之吻里沙篇,挑战你的智慧,开启无尽修炼之路!
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  来源:北京商报

  今年一季度,特斯拉在欧洲的销售数据可谓“惨烈”。根据Statista发布的最新数据,特斯拉在欧洲的销售全线暴跌,德国、丹麦、瑞典跌幅超过50%,荷兰也接近腰斩。与此同时,特斯拉电动皮卡Cybertruck的市场表现持续低迷。

  据多家媒体报道,多名内部员工透露,特斯拉位于得克萨斯州的超级工厂已大幅缩减Cybertruck产能,并将美国得州奥斯汀超级工厂的部分员工调往ModelY生产线。ModelY作为全球最畅销电动车型,2024年贡献了特斯拉近六成交付量,且利润率显著高于Cybertruck。奥斯汀工厂员工透露,公司自2025年1月起就持续缩减Cybertruck零部件生产。

  市场研究机构CoxAutomotive发布的最新数据显示,特斯拉电动皮卡Cybertruck在2025年第一季度仅交付6406辆,较上季度的12991辆大幅下滑50.8%,创上市以来最大跌幅。这一表现远低于特斯拉CEO马斯克最初承诺的“年销100万辆”目标。

  自2023年底投产至今,Cybertruck累计交付量刚突破4.6万辆,仅为同期福特F-150Lightning销量的1/3。目前,Cybertruck补贴后起售价约7.25万美元,顶配版近10万美元,远超马斯克最初承诺的“不超过4万美元”,并高于福特F-150Lightning等竞品。

  另外,Cybertruck的质量问题也频繁出现。上市15个月内,Cybertruck经历8次召回,最新一次是在今年3月份,特斯拉几乎召回了美国境内所有的Cybertruck。

  根据特斯拉向美国国家公路交通安全管理局(NHTSA)提交的文件,本次召回的Cybertruck超4.6万辆,这些车的生产时间介于2023年11月至2025年2月27日之间。这次因侧围板脱落隐患召回车辆,暴露了Cybertruck不锈钢车身工艺缺陷,不锈钢车身虽抗冲击,但维修成本高企,且缺乏传统皮卡的多功能货箱设计,被认为“更像艺术品而非工具车”。另外,Cybertruck车主反馈还包括车门接缝过大、车身生锈等问题。马斯克虽称“5分钟即可修复”,但二手车残值较同价位燃油皮卡低30%,严重影响品牌溢价。汽车研究机构AutoForecastSolutions的副总裁SamFiorani表示:“对于像车身面板这样的物理部件进行全面召回,无疑让人们加重对特斯拉的观望情绪以避免质量问题。”目前,美国电动卡车和纯电皮卡售价普遍比燃油车高50%以上,且Rivian等新势力每卖一辆车都在亏损,行业盈利模式尚未跑通。

  在中国市场,特斯拉也正面临销量下滑的压力。据乘联分会发布的数据,特斯拉中国今年一季度批发销量同比下滑21.8%,与此同时公司当季零售销量与去年同期基本持平,增长势头远逊于其在中国的最大竞争对手比亚迪,后者实现的增长率达到18.8%。

  今年年初,时隔5年焕新的ModelY在一定程度上提振了声量,但仍然没有做到让特斯拉重回初入中国时占据新能源汽车行业绝对主导地位的状态。

  特斯拉官网目前显示,焕新ModelY后驱版交付周期为2至4周,长续航版交付周期为3至5周。相较此前1至4周的常规交付周期,当前的等待时间并未过分延长,显示出新款ModelY的订单规模没有大幅超越特斯拉的预估产能。和数年前供不应求的盛况相比,一些销售认为市场反应难言乐观。

  据悉,特斯拉定于下周二公布季度业绩,新车型的计划将成为投资者关注的主要问题。据路透社报道,特斯拉计划推出的低成本版ModelY将被推迟,生产时间推迟到第三季度到明年初不等。如果这确实是此前特斯拉计划推出的低价车型,且2025年完全不会生产,投资者无疑会感到失望。

  另外,马斯克在特朗普政府内部的影响力似乎也在下降。媒体18日援引多名知情人士消息称,美国总统特朗普已撤换由政府效率部牵头人马斯克推荐的美国国税局代理局长加里·沙普利。沙普利任职时长只有72小时,甚至还来不及开始工作就被迫离职。

  报道称,虽然特朗普仍然公开对马斯克表示友好,但他私下也承认马斯克犯了错误,并表示他相信马斯克不久将回到自己的私人公司。

  北京商报综合报道

圣诞之吻里沙篇,挑战你的智慧,开启无尽修炼之路!的相关文章 连线丨特朗普关税下的美国小微企业主:两三个月就要破产,极致的制造业已在中国的相关文章
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