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2020年特斯拉國産工廠産量連續攀升,5月生産量達到1.15萬輛,環比提升 3%,前五個月累計産量達 3.94 萬輛。終端銷量也重返火爆,5月份特斯拉銷量爲11095量,環比增長205.2%,前五個月累計銷量約 3.2萬輛。model3成國內最暢銷的純電動車型,市占率攀升至 13%。

下半年特斯拉還將推出國産磷酸鐵鋰版的 Model 3 ,預計價格比標準續航版更爲親民。特斯拉上海工廠二期,主要用于生産 Model Y ,于2020年1月正式開工建設,預計2021年初生産交付。預計特斯拉工廠産能完全投産後生産能力可達到50萬輛每年。隨著國産工廠量産車型種類的增加,預計未來特斯拉銷量將馳入快車道。


撰稿: 章晶研究分析員
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