特斯拉预计 2024 年全年交付量将略有增长，能源部署量将翻倍
将专注于扩展产品线，如计划于 2025 年上半年推出更实惠车型且进展顺利，Cybertruck 已成为美国第三季度销量第三的电动车，Model 3/Y 也将推出新款和新配色。在能源业务上，能源毛利率环比上升 596 个基点，Powerwall 部署量连续创纪录，Megapack 产量可观，上海超级电池工厂预计 2025 年第一季度开始出货总结来看，特斯拉的市占率趋于平滑，推动 FSD 渗透的结果，使得产品的毛利提升了不少。果然还是要靠卖软件来增加汽车的毛利
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