<h1>特斯拉准备扩建4家超级工厂 太阳能业务将扛起重任</h1>
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<span>2017-2-27 8:30:06</span>来源：<span>中商网撰写</span>作者：<span>杨进先</span>
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<li><b class="v2_content_ico04">导读：</b></li>
<li>特斯拉准备扩建4家超级工厂 太阳能业务将扛起重任</li>
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<ul>
<li><b class="v2_content_ico05">关键字：</b></li>
<li>特斯拉 太阳能</li>
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<div class="over_x"><p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'"><b>特斯拉</b>在今日凌晨，美国股市收盘后公布了</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">2016</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">第四季度财报。财报显示，特斯拉汽车第四季度营收为</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">22.85</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">亿美元，比去年同期的</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">12.14</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">亿美元增长</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">88%</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">；净亏损为</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">2.19</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">亿美元，与去年同期的净亏损</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">3.20</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">亿美元相比有所收窄。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">特斯拉汽车第四季度来自于汽车相关业务的总营收为</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">19.94</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">亿美元，比去年同期的</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">11.17</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">亿美元增长</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">79%</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">其中，来自于汽车业务的营收为</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">17.39</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">亿美元，高于去年同期的</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">10.14</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">亿美元；</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">来自于汽车租赁业务的营收为</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">2.55</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">亿美元，高于去年同期的</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">1.03</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">亿美元。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">在第四季度，特斯拉汽车的年度车辆订单增长率为</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">49%</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">，高于去年同期的</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">33%</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">，较上一季度的产量下滑</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">1%</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">；汽车生产量为</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">24882</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">辆，比去年同期的</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">14037</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">辆增长</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">77%</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">；汽车出货量为</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">22252</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">辆，比去年同期的</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">17478</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">辆增长</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">27%</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">特斯拉预计</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">2017</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年上半年将交付</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">4.7</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">万辆至</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">5</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">万辆</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">ModelS</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">和</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">ModelX</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">电动车，交付量较上年同期增长</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">61%</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">至</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">71%</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">此外，特斯拉第四季度的发电及蓄电业务的营收为</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">1.31</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">亿美元，与去年同期的</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">1150</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">万美元相比增长</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">1043%</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">，而来自于服务及其他业务的营收为</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">1.59</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">亿美元，与去年同期的</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">8590</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">万美元相比增长</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">85%</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">Model3</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">将于</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">7</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">月生产，</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">9</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">月量产</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">财报还显示，特斯拉新款车型</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">Model3</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">将在</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">2017</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">7</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">月开始初步生产，到</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">9</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">月份进入量产阶段。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">此前，在特斯拉汽车旗下的“超级工厂”，</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">Model3</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">已经完成了试生产。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">此外，特斯拉还表示，该公司生产中的所有特斯拉车型都将接入完全自动驾驶所需要的硬件。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">在发给投资者的信中，特斯拉</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">CEO</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">艾伦马斯克写道，为了应对电池和汽车生产的双重压力，特斯拉需要增加工厂产能。在</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">Model3</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">开始量产前，特斯拉计划投资</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">20</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">亿到</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">25</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">亿美元增加产能。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">2016</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">3</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">月份，特斯拉推出</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">Model3</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">后，收到近</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">40</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">万辆汽车订单。现有</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">ModelS</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">和</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">ModelX</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">的第四季度订单也同比增加了</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">49%</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">对于</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">Medel3</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">的销量预期，特斯拉</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">CEO</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">埃隆马斯卡（</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">ElonMusk</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">）预计今年下半年</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">Model3</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">的销量有望达到</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">10</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">万辆到</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">20</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">万辆，但也有分析人士指出很难达到这一目标。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">再建</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">5</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">座电池工厂，增加充电站</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">随着订单量迅速增加，特斯拉也计划增加</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">3</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">座超级电池工厂。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">特斯拉公司目前正在美国内华达州的斯帕克斯建设首座超级工厂，已经于</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">2017</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">1</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">月份投入生产，预计其将在</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">2018</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年全负荷运营。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">马斯克表示：“今年年底，我们希望能够敲定特斯拉</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">3</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">、</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">4</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">、</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">5</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">号超级工厂的建厂位置。”这意味着，加上其在纽约州水牛城的<b>太阳能</b>电池板工厂（</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">2</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">号超级工厂），特斯拉公司最终将有</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">5</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">座超级工厂。特斯拉公司已经斥资</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">21</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">亿美元，收购了太阳能公司</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">SolarCity</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">电池成本是特斯拉以及整个新能源汽车行业的首要盈利障碍，麦肯锡的报告曾指出，</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">2016</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年的动力电池平均成本为</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">227</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">美元</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">/kWh</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">，在</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">2025~2030</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年左右，电池成本会下降到一个可商业化的价位，这个价格在</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">100</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">美元</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">/kWh</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">而此前，特斯拉投资者关系副总裁</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">JeffEvanson</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">称，特斯拉当时的电池组成本已经下降至</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">190</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">美元</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">/kWh</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">。如果结合超级工厂的大规模生产，特斯拉将有望在</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">2020</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年，将电池成本下降到</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">100</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">美元</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">/kWh</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">，这将有助于特斯拉提前建立起竞争壁垒。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">除了增加电池工厂，特斯拉公司还打算到</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">2017</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年底，将北美洲的超级充电站数量增加一倍。特斯拉目前在这里有</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">373</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">座超级充电站，从</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">1</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">月份开始增加数量。特斯拉在其网站上公布数据显示，其目前在全球拥有</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">805</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">座超级充电站，共有</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">5159</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">个充电器。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">太阳能工厂将实现</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">5</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">亿美元营收</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">从</span><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="21" month="11" year="2016"><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">2016</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">11</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">月</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">21</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">日</span></st1:chsdate><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">交易完成到第四季度结束，</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">SolarCity</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">的太阳能业务现金营收</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">7700</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">万美元，但运营开支超过</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">8500</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">万美元。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">但是，马斯克依然坚持认为，到</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">2019</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年，该公司发电和储电业务营收有望达到</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">5</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">亿美元，这包括其家用电池组</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">Powerwall</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">和储电产品</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">Powerpack</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">带来的营收。特斯拉的能源存储部门</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">TeslaEnergy</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">在本季度部署了</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">98</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">兆瓦时的储能业务，而合并后划分到</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">TeslaEnergy</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">部门下的</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">SolarCity</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">在本季度部署了</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">201</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">兆瓦的太阳能发电业务。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">据钛媒体了解，特斯拉的太阳能电池板业务已经占据了全美最大市场，而且享受着国家级的补贴。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">补贴能够帮助技术度过缓冲期，随后是大规模应用实现营收，太阳能工厂似乎正处在这样的时期。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin: 0cm 0cm 0pt"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">特斯拉第四季度财报公布后，虽然每股亏损大于分析师此前预期，但盘后股价依然保持着连续三个月来的上扬势头，上涨逾</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">2%</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">。这或许是对特斯拉处在转折期的整体业务一种认可。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p>
<p>(关键字：特斯拉 太阳能)</p></div>
<div class="v2_comtent_info04">（责任编辑：01112）</div>