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國產Model 3開始交付,產業鏈迎來利好 12月30日上午,特斯拉在上海臨港超級工廠交付了首批國產Model 3。這一交付時間比特斯拉此前在中國官網預告的2020年一季度大幅提前。本次交付的15輛國產Model 3都面向特斯拉內部員工,包括來自上海、北京、深圳、成都、杭州等地的特斯拉銷售、技術人員等。從 2019 年 1 月 7 日特斯拉上海工廠正式開工建設到首批車型交付,僅 358 天不到一年的時間,可謂效率速度驚人。 市場關注的價格補貼方面,目前,國產特斯拉Model 3官方指導價為35.58萬元,之前Model 3已經被列入國家工信部公佈的今年第十一批《新能源汽車推廣應用推薦車型目錄》和最新一批的《免征車輛購置稅的新能源汽車車型目錄》,國產特斯拉每輛將獲得2.47萬元的補貼和10%的車輛購置稅優惠。特斯拉更是在在其海外賬號表示,2020年,中國產特斯拉也許會降價20%。 產能方面,上海工廠當前周產能在 1000 輛左右,產能爬坡至滿產後,將迅速達至25萬輛一年的年產能。特斯拉也表示,Model 3將於 1月份將開始大規模交付。 我們認為,隨著特斯拉國產化加速落地,上游供應鏈將首先迎來利好。進入特斯拉供應商資質的中國供應商將會充分受益。我們建議重點關注拓普集團(600689.CH),三花智控(002050.CH),福耀玻璃(3606.HK)。 |
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