庫存之惡：特斯拉的教訓，商業機密，轉向 AI 產業逃避？：2024 伊隆馬斯克的特斯拉未售庫存規模如此龐大，甚至從太空都能看到：有報道稱，僅在美國各地的停車場就停放著近5萬輛特斯拉——數量之多，以至於從太空都能看到。....儘管特斯拉的庫存量很大，但與傳統汽車製造商相比，其庫存水準仍然相對較低。根據Reddit報道，傳統汽車製造商通常擁有更高的「庫存週轉天數」。.

 伊隆馬斯克的特斯拉未售庫存規模如此龐大，甚至從太空都能看到：有報道稱，僅在美國各地的停車場就停放著近5萬輛特斯拉——數量之多，以至於從太空都能看到。

利用衛星影像，像Sherwood News這樣的媒體發現，特斯拉位於德州的超級工廠的許多廠房在2023年底還處於部分滿載運轉狀態，到2024年3月就已完全爆滿。

其他儲存地點，包括空置的購物中心和停車場，也正被填滿。

特斯拉報告稱，2024年第一季生產了433,371輛汽車，但僅售出386,810輛，導致數萬輛汽車滯銷。

這種庫存過剩反映出電動車市場成長放緩，以及特斯拉的降價未能吸引買家。

衛星影像顯示，數百輛特斯拉停放在聖路易斯切斯特菲爾德購物中心等場所外。

以及加州莫雷諾谷的西爾斯百貨等前零售場所。

儘管特斯拉對扭轉庫存積壓局面仍持樂觀態度，但未售車輛的不斷增加引發了人們對其曾經佔據主導地位的品牌長期需求的擔憂。

人工智慧概述

衛星圖像顯示特斯拉大量未售車輛…

截至2024年初，特斯拉麵臨大量可見的未售車輛積壓，有報道稱，第一季生產但未交付的車輛接近5萬輛。這些車輛，包括大量的Model Y和Cyber​​truck，在衛星圖像中被發現停放在停車場、廢棄的購物中心以及位於德克薩斯州、德國和中國的超級工廠，表明與往年相比，庫存大幅增加。

Reddit

特斯拉庫存過剩的關鍵細節

產量與交付量：2024年第一季度，特斯拉生產了433,371輛汽車，但僅交付了386,810輛，約47,000輛的缺口。

庫存堆積如山：衛星圖像顯示，工廠和一些衛星地點（例如聖路易斯一家空置的購物中心和德國的一個機場）的停車場都已爆滿。

庫存積壓的原因：造成庫存積壓的因素包括電動車市場成長速度低於預期、競爭加劇，以及Cyber​​truck早期產能爬坡問題。

庫存管理：為了因應庫存過剩，特斯拉並沒有削減庫存，反而增加了庫存。根據Electrek報導，特斯拉利用空置的購物中心停車場，並實施了創紀錄的租賃價格和獎勵措施。

生產調整：根據《財富》雜誌報道，為了應對高庫存，尤其是Cyber​​truck的庫存，特斯拉已將部分工人調配到其他更受歡迎的生產線。

《財星》

儘管面臨這些挑戰，一些分析師指出，儘管特斯拉的庫存量很大，但與傳統汽車製造商相比，其庫存水準仍然相對較低。根據Reddit報道，傳統汽車製造商通常擁有更高的「庫存週轉天數」。

Hanching Chung

2025年2月24日 ·

分享對象：所有人

Musk 老兄，自己的工廠要先精實 lean.....

Only Engineers Can Understand 

2025年2月24日 ·

Elon Musk's inventory of unsold Teslas is so large, it's now visible from space: Reports suggest that there are nearly 50,000 Teslas sitting in parking lots across the US alone — so many, they can be seen from space.

Using satellite imagery, sources like Sherwood News found many of Tesla's Gigafactory Texas plants went from partially filled in late 2023 to overflowing in March 2024.

Additional storage locations, including vacant malls and parking lots, are also being filled to capacity.

Tesla reported building 433,371 vehicles in the first quarter of 2024 but selling only 386,810, leaving tens of thousands of excess units.

The surplus reflects a slowing EV market and Tesla's price cuts failing to lure buyers.

Satellite images reveal hundreds of Teslas packed outside places like Chesterfield Mall in St. Louis.

Louis and former retail spaces such as Sears in Moreno Valley, California.

While Tesla maintains optimism about reversing this inventory buildup, the increasing availability of unsold vehicles raises questions about long-term demand for its once dominant brand.

AI Overview

As of early 2024, Tesla faced a significant, visible buildup of unsold inventory, with reports indicating nearly 50,000 extra vehicles produced but not delivered in the first quarter. These vehicles, including high numbers of Model Ys and Cybertrucks, were spotted in satellite images filling parking lots, abandoned malls, and at Gigafactory sites in Texas, Germany, and China, indicating a sharp rise in inventory compared to previous years. 

Key Details on Tesla's Inventory Surplus

• Production vs. Deliveries: In Q1 2024, Tesla produced 433,371 vehicles but only delivered 386,810, leaving a gap of roughly 47,000 units.
• Visible Stockpiles: Satellite imagery showed overflowing lots at factories and at satellite locations like a vacant mall in St. Louis and an airfield in Germany.
• Reasons for Buildup: Contributing factors include a slower-than-expected EV market, increased competition, and, in the case of the Cybertruck, early production ramp issues.
• Inventory Management: To address the glut, Tesla increased, rather than cut, inventory in 2025, using vacant mall parking lots and implementing, according to reports in 2025, record-low lease prices and incentives, according to Electrek.
• Production Adjustments: In response to the high inventory, particularly of the Cybertruck, Tesla has reportedly shifted workers to other, more popular production lines, according to Fortune. 

Despite these challenges, some analysts pointed out that, while large for Tesla, their inventory levels remained relatively low compared to traditional automakers, which often carry a much higher "day's supply" of vehicles, according to Reddit.