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松下今日公布了截至6月底的2019财年第一季财报，由于中国客户对其汽车零部件和工厂设备的需求下滑，松下运营利润下滑了44%。

松下是特斯拉汽车电池的独家供应商，其第一财季运营利润为563.9亿日圆（约马币21.45亿令吉），低过去年同期的999.6亿日圆，也低过分析师平均预期的709.3亿日圆。

在截至明年3月底的整个2019财年，松下重申其利润将达到3000亿日圆，低于分析师平均预期的3199.7亿日元。

从利润率较低的消费电子业务转型后，松下的汽车零部件和工厂设备业务被视为其下一个利润支柱。但第一财季，随着投资成本的增加，以及来自中国市场的需求放缓，导致这些业务仍然疲软。

此外，特斯拉Model 3电动汽车的生产延迟，也延缓了松下与特斯拉合资的超级工厂在电池生产方面的投资复苏。

如今，松下对进一步增加特斯拉电池产能的支出变得谨慎。同时，松下还计划与丰田汽车成立一家新的电池合资企业。

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