---
title: "特斯拉交付量堪称 “灾难” 但创纪录储能数据带来些许安慰"
description: "特斯拉第一季度电动汽车交付量大幅下滑，但储能业务表现出色。特斯拉部署的储能电池达到历史最高水平，挑战在于如何将其转化为更有意义的收入。特斯拉首席执行官马斯克面临的问题是如何提高家用 Powerwall 电池和商用 Megapacks 电池的部署收入。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/201217456.md"
published_at: "2024-04-03T06:52:03.000Z"
---

# 特斯拉交付量堪称 “灾难” 但创纪录储能数据带来些许安慰

> 特斯拉第一季度电动汽车交付量大幅下滑，但储能业务表现出色。特斯拉部署的储能电池达到历史最高水平，挑战在于如何将其转化为更有意义的收入。特斯拉首席执行官马斯克面临的问题是如何提高家用 Powerwall 电池和商用 Megapacks 电池的部署收入。

智通财经 APP 获悉，特斯拉 (TSLA.US) 第一季度电动汽车的交付数据令投资者们大失所望，仅交付 38.68 万辆，创过去 5 个季度的新低。但特斯拉同时也带来一丝积极信号：储能业务表现从未如此出色。

华尔街分析师们近期频繁下调对特斯拉 Q1 交付量的预期，但公布的实际数据显示，分析师此前悲观的 44.9 万辆普遍预期竟然显得 “乐观”。长期看好特斯拉股价走势的 Wedbush 分析师 Dan Ives 在特斯拉交付数据公布后评价道：“尽管我们已经预计第一季度交付数据很糟糕，但这一数据堪称是一场难以解释的灾难。”

特斯拉首次在汽车产量和交付量的季度明细中，介绍了一些不太知名产品的最新情况。今年一季度，特斯拉部署了价值 4053 兆瓦时的储能电池，比此前记录多出近 2%，创下了历史最高季度部署数据。

当前，特斯拉首席执行官埃隆·马斯克面临的挑战是如何将家用 Powerwall 电池和商用 Megapacks 电池的部署转化为更有意义的收入。多年以来，该公司从 “服务和其他收入” 部门获得的销售额一直超过 “发电和储能部门”。

![储能.png](https://imageproxy.pbkrs.com/https://img.zhitongcaijing.com/image/20240403/1712126227640646.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg "1712126227640646.png")

截至去年年底，特斯拉的储能部署达到了 14.7 千兆瓦时。该公司将在 4 月 23 日发布季度财报时提供进一步情况。

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