2021. 7. 10. 테슬라 소식

1. 아담 조나스에 의하면, 중국의 규제에 리스크가 있기 때문에 테슬라에 투자시, 중국만 바라보고 투자하기 보다는 모델 라인업 확대 능력에 집중해야 한다고 합니다.

 

앞으로 4에서 24개까지 라인업을 확대할 수 있으며, 밴, 트럭, SUV, fleet 등의 시장에 진출할 수 있다고 언급했습니다. 그러면서 주식은 900달러 이상 가격으로 거래 가능하다 언급했습니다.

At the moment, there is concern among some investors that Tesla is facing regulation in China, which will bring increased attention to it. Morgan Stanley analyst Adam Jonas said Thursday on CNBC's "Squawk On The Street" that the firm is expressing concerns about the role of government policies. Nevertheless, despite this, Morgan Stanley continues to recommend Tesla.

Jonas points out that Tesla's success in China should not be the main reason investors buy and/or own stock. At the moment, the manufacturer has great opportunities in China, but most importantly, the company has the ability to increase the number of car models it offers. Tesla may expand its lineup "from just four today to maybe 24 in the coming years," which will open up new opportunities for the company. By producing new vehicles Tesla can enter the markets for vans, trucks, SUVs and fleets. The CEO of the company Elon Musk has already talked about the creation of a van in the future, which means that the company definitely intends to develop in this direction.

Morgan Stanley currently has a target price of $900 for Tesla, but there is a lot of upside potential. As the manufacturer expands its lineup and generates regular software-as-a-service revenue, the stock can trade "well beyond" $900.

<tesmanian.com>

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2. 모델Y의 관심이 매우 높기 때문에 8월부터 유럽 판매를 시작합니다. 판매 차량은 기가 상하이에서 생산되는 제품으로, 이미 우측핸들 차량 제작이 들어갔을 가능성이 있습니다. 

 

참고로, 독일제 모델Y 인도는 내년 초로 업데이트 됐습니다. 

Tesla Model Y will appear in Europe before production starts at Giga Berlin. The company today launched an online order configurator for the compact SUV and the first deliveries are expected in August 2021—next month. Delivery time for the German-made Model Y has been updated to early 2022.

Due to the very high interest in Model Y, it will go on sale in Europe in August 2021. The cars that will start arriving in the country next month will be produced at Giga Shanghai. Model Y Long Range AWD and Performance will be available to order. Now customers who have previously placed an order to receive a car in 2021 will be asked to refresh the order for made-in-China Model Y.

<tesmanian.com>

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3. 테슬라 모델S / X 롱레인지 가격이 5천달러 인상되어 8만 4,990 달러, 9만 4,990 달러로 올랐습니다.

올해 5차례 이상 인상 되었는데, 주주 입장에서는 좋은 소식이겠죠. 구입자 입장에서는 물론, 아쉽겠지만요.

 

Tesla has increased the price of the Model S sedan and Model X SUV’s Long Range variant by $5,000, bringing the two cars’ base prices to $84,990 and $94,990, respectively.

Tesla has increased the prices of its vehicles several times this year, the most frequent changes coming to the Model 3 sedan and Model Y crossover. These two cars have had at least five price changes so far in 2021.

<teslarati.com>

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4. 기가 베를린에 불법 냉매 탱크가 존재한다는 환경단체(NABU, Green ㅣeague)의 고소로 고등행정법원에 고소장이 접수되어 조사에 들어갔습니다.

 

테트라플루오로프로펜(Tetrafluoropropene)은 자동차의 경우 에어컨 냉매로 사용되며, 이 탱크가 추가되면, 수개월 내에 차량 생산을 할 수 있다는 의미입니다. 환경단체 측에서는 이 부분을 문제 삼고 있는 것으로 보입니다.

Tesla’s German production facility, known as Giga Berlin, is reportedly under investigation for the illegal presence of a refrigerant tank on site. The complaint was submitted by two environmental groups that have already complained about the automaker’s presence, the Green League and Nature Protection Association, known as NABU. The Brandenburg State Environment agency will investigate the claims.

Tetrafluoropropene is used for several things but most frequently as a refrigerant for automobile air conditioners. As many as 50% of OEMs utilize it for air condition units in vehicles, according to a 2018 study from The addition of the tank could mean that Tesla is preparing for vehicle production within the coming months. While CEO Elon Musk slates Giga Berlin’s initial production for the end of 2021, Brandenburg Economic Minister Jörg Steinbach has said that he expects Tesla to start manufacturing vehicles in late-Summer or early-Autumn.

The complaint is currently being handled by the Berlin-Brandenburg Higher Administrative Court (OVG).