特斯拉突然发声！“与供应链共生共赢”！

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class="breadcrumb"> 您当前的位置：<a href="/">证券时报</a> > <a href="/article/list/cj.html">产经</a> > <a href="javascript:;">正文</a> </div> <div class="clearfix"> <div class="column-810 l"> <div class="detail-title"> 特斯拉突然发声！“与供应链共生共赢”！ </div> <div class="detail-info"> <span>来源：证券时报网</span><span>作者：安宇飞</span><span>2024-11-28 20:35</span> </div> <div class="detail-content-wrapper"> <div class="social-bar"> <div class="tt">点赞</div> <div class="like like-btn " data-id="1431396" data-url="/operation/like.html"></div> <div class="fav post-btn " data-id="1431396" data-url="/operation/collect.html" ></div> <a class="comment" href="#comment"></a> <div class="tt">分享</div> <div class="share-popup social-share" data-initialized="true" data-title="特斯拉突然发声！“与供应链共生共赢”！" data-description="特斯拉突然发声！“与供应链共生共赢”！" data-image="https://static-web.stcn.com/upload/wechat/20241128/6748628847800.png" data-url="https://h5.stcn.com/pages/detail/detail?id=1431396&jump_type=reported_info" > <a class="social-share-icon 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src="https://static-web.stcn.com/static/scripts/echarts.min.js"></script><p>在多家车企要求供应商降低价格的背景下，特斯拉发声了。</p><p>11月28日，特斯拉对外事务副总裁陶琳在微博发文称：“2024年我们对供应链伙伴的付款周期比去年又缩短了，现在只需要90天左右，上海超级工厂95%以上的零部件都来自咱们本土的供应商，特斯拉在中国乃至全球所取得的成绩都与这些伙伴密不可分。”</p><p>陶琳表示：“与供应商伙伴同生共赢，通过技术革新来增效降本，企业才能走得更远，行业才能更繁荣，消费者才能持续得到最棒的产品。”</p><p><strong>特斯拉选择技术降本</strong></p><p>近日，在第二届中国国际供应链促进博览会（以下简称“链博会”）上，特斯拉携带Model3、ModelY和人形机器人等重磅产品亮相。据了解，中国供应链已成为特斯拉全球供应链的重要组成部分。</p><p>据特斯拉方面提供的数据，特斯拉上海超级工厂约每30秒便下线一辆整车，零部件本土化率超过95%。今年前三季度，特斯拉上海超级工厂交付新车67.6万辆，占特斯拉全球前三季度交付的一半以上。特斯拉在华签约的本土一级供应商超过400家，其中超60家供应商进入特斯拉全球供应链体系。</p><p>陶琳发布的微博图片显示，部分中国新能源汽车制造商向供应商付款的周期逐年增长。在2023年，有新能源车企向供应商付款时间接近300天，而特斯拉的付款周期从此前的100多天缩短到了90天左右。</p><p>28日晚间，陶琳继续在微博发文表示：“该省省该花花。给供应商快速回款，并不意味着需要提高产品价格。因为，成本控制=技术革新提升效率+减少一切不必要的花费（比如豪华接待中心、广告费、高管办公室……尤其是错误的商业/技术决策带来的损失）。保障供应商利益的同时，我们在研发和生产上持续投入，力求给消费者更好的价格和产品。”</p><p><img src="https://stcn-main.oss-cn-shenzhen.aliyuncs.com/upload/wechat/20241128/YRdSz9epGVhyEXN2FkibicibOmhon9NYpMZ34ATb96uMIynPyJTHWWMrDOSvrk790G1Kjcr7plQoibhylEtAEaRCIQ.png"/></p><p>对供应商“给钱快”之外，特斯拉选择以技术革新等方式降低成本。在2024年第三季度财报中，特斯拉表示，公司单车销售成本已经降至历史最低水平，约为3.51万美元（约合人民币25.4万元）。特斯拉首席财务官VaibhavTaneja表示，这要得益于原材料成本、运费、关税和其他一次性费用降低以及公司降本增效举措的推行。</p><p>成本的降低，让特斯拉成为汽车价格战的重要推动者。11月25日，特斯拉上线尾款立减活动，从11月25日到12月31日期间，特斯拉ModelY后轮驱动版及长续航全轮驱动版车型尾款立减10000元，售价23.99万元起，同时还能选择5年0息金融方案。特斯拉方面表示，新活动叠加5年0息金融方案、国家及各地新能源“以旧换新”补贴，买电动车直接省下最少5万元。</p><p>目前，中国已经成为特斯拉全球售价最低的市场之一，最多比其他地区便宜18.5万元。以ModelY为例，在英国起售价换算成人民币超过40万元，而在中国起售价仅23.99万元。</p><p><strong>多家车企要求供应商降价</strong></p><p>在汽车价格战等因素的推动之下，许多车企感受到了成本压力，并开始向上游供应商“砍价”。</p><p>近日，一封主题为《2025年比亚迪乘用车降本要求》的邮件在网上曝光，其中提到：“2025年新能源汽车迎来重大机遇的同时，市场竞争也将更加激烈，进入‘大决战’‘淘汰赛’。为增强比亚迪乘用车竞争力，我们需要整个供应链共同努力、持续降本。因此我提出如下要求：贵司所供货产品，从2025年1月1日起降价10%。”</p><p>对于网传内容，比亚迪集团品牌及公关处总经理李云飞在社交平台表示：“与供应商的年度议价，是汽车行业的惯例。我们基于规模化大量采购，对供应商提出降价目标，非强制要求，大家可协商推进。”</p><p>目前，比亚迪新能源汽车销量增长迅猛，对零部件采购规模迅速扩大。2024年10月，比亚迪新能源汽车月销量首次突破50万辆，达到50.27万辆，同比增长66.2%，刷新了全球新能源汽车的月销量纪录。</p><p>除了比亚迪之外，上汽大通汽车有限公司（以下简称“上汽大通”）也被曝出向供应商致信要求降本。信中表示：“通过双方的紧密合作，我们可以共同开发出更具成本效益的解决方案，实现双赢的局面。进一步加强管理、提升质量、改进服务、提升效率、降低成本，提升复杂形势压力下的生存能力，目标降本：10%。”</p><p>在上述信中，上汽大通提到，希望供应商在包括但不限于材料成本优化、生产工艺改进、VAVE（经营管理中的成本控制方法）实施、物流与仓储等方面提供支持。</p><p>从整个汽车产业来看，目前行业利润率仍处于较低水平。乘联分会秘书长崔东树发文称，2024年前10月的汽车行业收入83320亿元，同比增加2%，成本73113亿元，同比增长3%，汽车行业利润率为4.5%，相对于下游工业企业利润率6.1%的平均水平仍然偏低，处在历史低位，在2024年10月，汽车行业利润率仅有4.1%。</p><p>校对：王锦程</p> 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