Tesla Deliveries At Risk If $7,500 EV Tax Credit Ends, Researcher Warns Despite CEO Elon Musk Claiming Otherwise
Tesla Deliveries At Risk If $7,500 EV Tax Credit Ends, Researcher Warns Despite CEO Elon Musk Claiming Otherwise
Here are two data points on what could happen when the $7,500 Federal Tax Credit in the US is canceled:Tesla Inc.'s (NASDAQ:TSLA) deliveries would be impacted if the U.S. were to cancel the up to $7,500 tax credit currently available on the purchase of electric vehicles in the country, according to researcher Troy Teslike.
研究員特洛伊·特斯萊克表示，如果美國取消目前在購買新能源汽車時提供的最高7500美元的稅收抵免，特斯拉公司（納斯達克：TSLA）的交付將受到影響。
What Happened: Tesla researcher Teslike noted that the cancelation of a 5000 euro ecological bonus for electric vehicles in France as well as the cancelation of a €4,500 environmental bonus in Germany led to EV sales of the company dropping in the regions.
發生了什麼：特斯拉研究員Teslike指出，法國取消了5000歐元的新能源汽車生態補貼，以及德國取消了4500歐元的環保補貼，導致該公司在這些地區的新能源汽車銷量下降。
Cancelation of a $7500 tax credit on the purchase of EVs could similarly cause a fall in sales for the company in the U.S., Teslike said.
Teslike表示，取消7500美元的新能源汽車稅收抵免也可能導致該公司在美國的銷量下降。
Here are two data points on what could happen when the $7,500 Federal Tax Credit in the US is canceled:
• In France, the €5,000 Ecological Bonus for electric vehicles was canceled a year ago on December 14, 2023. Tesla's year-to-date sales from January to November are down by...— Troy Teslike (@TroyTeslike) December 21, 2024
以下是關於當美國7500美元聯邦稅收抵免被取消時可能發生情況的兩個數據點：
• 在法國，5000歐元的新能源汽車生態補貼於2023年12月14日被取消。特斯拉從1月到11月的年度銷售額下降了...— Troy Teslike (@TroyTeslike) 2024年12月21日
In November, Reuters reported that President-elect Donald Trump's transition team is planning to kill $7,500 tax credit available on EV purchases. The report also noted that Tesla representatives expressed support for ending the subsidy to the team.
11月，路透社報道當選總統特朗普的過渡團隊計劃取消7500美元的新能源汽車購買稅收抵免。報告還指出，特斯拉代表對結束對該團隊的補貼表示支持。
"In my view, we should end all government subsidies, including those for EVs, oil and gas," Tesla CEO Elon Musk then said.
特斯拉首席執行官埃隆·馬斯克隨後表示：「在我看來，我們應該結束所有政府補貼，包括新能源汽車、石油和燃氣的補貼。」
Why It Matters: During Tesla's second-quarter earnings in late July, Musk also said that the impact of the elimination of subsidies would only be slight for Tesla but devastating for its competitors. The elimination of EV subsidies would probably help Tesla in the long term, he added.
重要性：在特斯拉第二季度業績發佈的7月底，馬斯克還表示，補貼的取消對特斯拉的影響將是輕微的，但對競爭對手來說將是毀滅性的。他補充說，取消新能源汽車的補貼可能會在長期內幫助特斯拉。
However, not all are as hopeful as Musk. The Future Fund Managing Partner Gary Black said in November that the killing of the consumer tax credit will have a negative impact on Tesla's EPS similar to the one experienced by the company when it resorted to price cuts to increase delivery volume in 2023.
然而，並不是所有人都像馬斯克一樣充滿希望。未來基金的管理合夥人加里·布萊克在11月表示，取消消費稅抵免對特斯拉的每股收益的負面影響將與該公司在2023年通過降價以提高成交量時經歷的情況相似。
Teslike then also said that the loss of tax credit would only make Tesla lose its market to gas cars from luxury car brands.
Teslike隨後表示，失去稅收抵免將只會使特斯拉失去來自豪華汽車品牌的燃油汽車的市場。
"Tesla competes with gas cars from BMW, Mercedes, Porsche, and Audi. Therefore, without the tax credit, Teslas will effectively be $7,500 more expensive compared to those cars," Teslike then said.
「特斯拉與來自寶馬、梅賽德斯、保時捷和奧迪的燃油汽車競爭。因此，如果沒有稅收抵免，特斯拉的價格將相比那些汽車貴7500美元，」Teslike隨後說道。
