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Elon Musk 'Likes To Talk Big Numbers' But His Growth Target For Tesla Is Not 'Realistic,' Says Analyst

Elon Musk 'Likes To Talk Big Numbers' But His Growth Target For Tesla Is Not 'Realistic,' Says Analyst

埃隆·马斯克'喜欢谈大数字'但他对特斯拉的增长目标并不'现实',分析师表示。
Benzinga ·  01/04 12:02

Karl Brauer of iSeeCars on Friday said that he does not believe Tesla Inc. (NASDAQ:TSLA) can achieve Elon Musk's target of 20% to 30% sales growth in 2025 even with a lower-priced model.

iSeeCars的Karl Brauer在周五表示,他不相信特斯拉公司(纳斯达克:TSLA)能够在2025年实现埃隆·马斯克设定的20%到30%的销售增长,即使推出了较便宜的车型。

What Happened: "The ramp-up time just to produce an all-new model is going to take longer... Elon likes to talk big numbers, he is famous for that but I am not sure that's realistic," Brauer said in an appearance on CNBC.

发生了什么:"推出全新车型的生产准备时间将会更长……埃隆喜欢谈论大数字,他因这点而闻名,但我不确定这是否现实," Brauer在CNBC的一次节目中说道。

Tesla, however, needs an affordable model, the analyst said, while adding that the company's latest addition to its lineup- the Cybertruck- was too expensive to create a major surge in sales.

然而,分析师表示,特斯拉需要一款价格合理的车型,并补充说公司最新加入的产品——Cybertruck——价格过高,无法带来显著的销售增长。

China has an exceptional ability to manufacture low-cost EVs while being financially successful, Brauer said, while adding that even if Tesla releases a lower-cost EV, it will likely not have the same profit levels as BYD and other rival Chinese EV makers.

Brauer表示,中国在制造低成本电动车方面具有卓越的能力,同时还能保持财务上的成功,并补充说,即使特斯拉推出低成本电动车,其利润水平也可能无法与比亚迪及其他竞争对手中国电动车制造商相媲美。

Why It Matters: The year 2024 marks the first year that Tesla's annual deliveries have fallen (1.1%) as compared to the previous year. In 2023, Tesla delivered 1,808,581 vehicles around the globe.

重要性:2024年是特斯拉年交付量首次下降(下降1.1%)的一年,相较于前一年。在2023年,特斯拉在全球交付了1,808,581辆汽车。

To mark a growth over last year, the company had to deliver at least 514,926 vehicles in the three months through the end of December. However, the company could not even breach the 500,000 target.

为了标志着去年增长,公司在截至12月底的三个月内必须交付至少514,926辆汽车。然而,公司甚至无法突破500,000辆的目标。

The company reported on Thursday that it delivered just 495,570 BEVs in the three months, below analyst estimates, raising doubts about the company's future sales.

公司在周四报告称,在这三个月内仅交付了495,570辆电池电动车(BEV),低于分析师的预期,这引发了对公司未来销售的质疑。

During Tesla's third-quarter earnings in October, the company said that it is preparing to launch new vehicles, including more affordable models, starting in the first half of 2025. The lower-cost offering is expected to revive the company's aging car lineup and drive sales growth.

在特斯拉10月份的第三季度财报中,公司表示正在准备推出新车型,包括在2025年上半年推出更多便宜的车型。预期低成本的产品将复兴公司的老旧汽车系列,推动销售增长。

Check out more of Benzinga's Future Of Mobility coverage by following this link.

通过以下链接查看更多Benzinga的未来出行报道。

  • GM Overtakes Ford EV Sales In Q4 With Equinox EV, Sells 670 Units Of Escalade IQ Priced At $130,000
  • 通用汽车在第四季度超越福特电动车销售,Equinox EV销售670辆,Escalade IQ售价130,000美元。

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