来源:(富比士)
https://goo.gl/sYddy5
Tesla Is Now America's Number One Premium Automotive Company, Outsells BMW,
Lexus In Q4
Tesla 第四季销量超越BMW、Lexus,成为美国第一大豪华汽车公司
Despite legal and financial struggles, Tesla managed to cross the 2018
finishing line well ahead of all its competitors in the U.S. premium
automotive market, including prestigious carmaker brands such as
Mercedes-Benz, BMW, Lexus, Infiniti, and Acura.
尽管在法律和金融方面遇到困难,但Tesla 还是在领先美国高级汽车市场的所
有竞争对手的情况下成功地跨了2018年的终点线。包括Mercedes-Benz、BMW、
Lexus、Infiniti、和Acura 等知名品牌。
Today, the Silicon Valley automaker disclosed that it delivered more than
90,000 vehicles for the last quarter of 2018—8% more than in the third
quarter, which was already an all-time-high for the company—including 63,150
Model 3 (+13% from Q3), 13,500 Model S, and 14,050 Model X vehicles.
今天,来自硅谷的汽车制造商披露,它在2018年最后一个季度交付了超过九万辆
汽车,比第三季增加了8%,这已经是该公司的历史新高 - 包括63150辆 Model 3
(比第三季多13%)、13500辆Model S、和14050辆 Model X。
As previously reported, Tesla outsold Mercedes-Benz in the U.S. in the third
quarter and my company, Atherton Research expected Tesla to also outsell BMW
in the last quarter of 2018 as the American car company accelerates its
production cadence.
正如之前报导的那样,Tesla 在第三季度在美国超过Mercedes-Benz,而我的公
司Atherton Research 也预计Tesla 在2018年最后一个季度也将超过BMW,因为
这家美国汽车公司正在加速其生产节奏。
Well, I can confirm today, exclusively for Forbes readers, that Tesla is
officially the #1 premium automotive company in the U.S. outselling BMW and
Lexus by a wide margin.
好吧,我今天可以向Forbes 读者证实,Tesla 正式成为美国排名第一的高级汽
车公司,大幅超越BMW 和Lexus。
Our estimate indicates that the Bavarian luxury car maker sold about 80,000
BMW-branded vehicles (cars and SUVs) in the final quarter of the year, around
10,000 fewer than Tesla—the German automaker is expected to announce its
official sales numbers in the coming days.
我们的估计显示,这家巴伐利亚豪华汽车制造商(指BMW)在今年最后一个季度
销售了约八万辆BMW(cars and SUVs),比Tesla 少了约一万辆 - 这家德国汽
车制造商预计将在未来几天公布其官方销售数据。
And the gap between the electric car maker—which by the way also sells solar
panels and clean energy storage—and its competitors is widening as Tesla
continues to increase its production rate, expands to international markets
(deliveries to Europe and China will start next month), offers a leasing
option for the Model 3 and reduces the price of its vehicles (read more about
it below).
随着Tesla 继续提高其生产率,扩展到国际市场(下个月将开始向欧洲和中国
交货),电动车制造商(其中也销售太阳能电池板和清洁能源存储电池)及其
竞争对手之间的差距正在扩大),为Model 3 提供租赁选项并降低其车辆价格
(详见下文)。
In 2018, Tesla delivered more than 245,000 vehicles (145,846 Model 3 and
99,394 Model S and X), almost as many vehicles as it did in all its prior
years combined.
在2018年,Tesla 交付了超过24.5万辆汽车(145846辆Model 3 和99394辆S&X),
几乎与前几年的总和一样多。
In a statement, the Palo Alto-based carmaker confirmed that last year was
also the first time in decades that an American car – the Model 3 – was the
best-selling premium vehicle in the U.S. for the full year, "with U.S. sales
of Model 3 roughly double those of the runner-up."
总部位于Palo Alto 的汽车制造商在一份声明中证实,去年也是几十年来第一
次有美国汽车 - Model 3 - 是全年最畅销的豪华车,同时“Model 3 的美国销
量大致是亚军的两倍。“
Tesla also announced that starting today, it will reduce the price of its
Model S, Model X and Model 3 vehicles in the U.S. by $2,000 to partially
absorb the reduction of the federal electric-vehicle (EV) tax credit, which,
as of January 1st, dropped from $7,500 to $3,750.
Tesla 还宣布,从今天开始,它将使其在美国的Model S、Model X、和Model 3
价格降低2000美元,以部分吸收联邦电动车辆(EV)从1月1号后从7500美元下降
至3750美元的税收抵免的减少。
Atherton Research's Take
As we expected and wrote two months ago, Tesla has now become in the fourth
quarter of 2018 the number 1 luxury automaker in America both in sales
volume, outselling Lexus and BMW, and revenue—a remarkable milestone, for a
15-year-old company with just 3 models and no dealer network.
正如我们在两个月前所预期和报导的那样,Tesla 现在已经成为2018年第四季度
美国排名第一的豪华汽车制造商,销量和营收都超过Lexus 和BMW - 这是一个非
凡的里程碑,特别是对于一间只有15岁、只卖三种车款、且没有经销网络的公司
来说。
For 2019, we predict that Tesla's growing sales trend will continue and that
the Silicon Valley automaker will outsell all its competitors in the U.S.
premium vehicle category for the full year.
对于2019年,我们预测Tesla 不断增长的销售趋势将继续,并且硅谷汽车制造商
将在全年赢过美国豪华车类别的所有竞争对手。
As Tesla ramps up production and deliveries in Europe, German automakers
including Mercedes-Benz, BMW, Audi, and Porsche, will start feeling intense
competitive pressure in their home market as they struggle to transition to
full-electric vehicles.
随着Tesla 在欧洲增加产量和交付量,包括Mercedes-Benz、BMW、Audi、和Porsche
在内的德国汽车制造商将开始在本土市场面临激烈的竞争压力,因为他们正在努
力过渡到全电动汽车。
Indeed, despite announcing billions of dollars of investments in electric
technologies over the next few years, we don't expect German automakers to
deliver anything that will seriously compete with Tesla's current
all-electric and semi-autonomous vehicle lineup before 2020 at the earliest.
事实上,尽管宣布了将会在未来几年内投资数十亿美元的发展电动车技术,但我
们并不认为德国汽车制造商可以在2020年之前提供任何真正能与Tesla 目前的全
电动和半自动驾驶汽车阵容竞争的产品。
And that's before any additional price reductions and innovations Tesla could
announce in the meantime.
而且这还没考虑到Tesla 有可能在此期间提供降价或是创新、车辆改款。
Finally, although we believe that the $2,000 price cut that Tesla announced
today will affect the bottom line of the American automaker in the current
first quarter of 2019, it will also help keep demand strong.
最后,尽管我们认为Tesla 今天宣布的2000美元降价将影响到2019年第一季度,
但它也将有助于保持强劲的需求。
The federal EV tax credit will drop again on July 1st, from $3,750 to $1,875.
By then, we expect Tesla to release the long-promised $35,000 Model 3 base
version alongside more details about its all-electric pick-up truck and the
Model Y crossover, which the final prototype was approved for production last
October.
联邦电动汽车税收抵免将在7月1日再次下降,从3750美元降至1875美元。到那
时,我们预计Tesla 将发布承诺很久了的35000美元Model 3 基础版以及有关其
全电动皮卡和最终原型机已于去年10月批准生产的跨界车Model Y 的更多细节。
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Tesla 凭著Model 3 终于在自家美国市场拿回几十年都未曾有过的豪华车销量第一
用一款车、一年半的时间(Model 3 2017年7月底开始交车)全面打趴德日豪华车车厂
现在要开始向欧洲发货了,进攻BBA 的大本营
Model 3 能否在欧洲复制美国的成功经验?只能继续看下去了