2022. 6. 25. 테슬라 소식

휴식을 잘 끝내고 복귀했는데, 와보니 업무가 산더미처럼 쌓여 있어 오늘도 열일 중입니다.

놀다 포스팅 늦게 하는 것 아니니 이해 부탁드리고,

내일도 한 주간의 이슈 정리를 할 수 있을지 모를 정도로 바쁜 스케쥴이 예상되는데,, 

혹시 못하더라도 양해 부탁드리겠습니다 ㅠㅠ 

 

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1. 독일에서 6월에만 테슬라 서비스 센터가 2개 오픈하였습니다.

 

기가 베를린의 생산 시작 이후 그 존재감이 커지고 있습니다.

 

Tesla continues to expand in Germany where the presence of its vehicles is growing. In June alone, two new service centers have been added that offer an extensive list of services to enhance the experience of owning Tesla vehicles.

https://grace7.tistory.com/manage/newpost/?type=post&returnURL=%2Fmanage%2Fposts%2F

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2. 크레딧 스위스에서 테슬라 PT를 $ 1,125 에서 $ 1,000 로 하향시켰습니다.

 

EPS 추정치는 $ 2.06 에서 $ 1.10 으로 낮췄고, 딜리버리도 29만 5천대에서 24만 2천대로 낮췄습니다.

 

개인적으로는 다가오는 2Q 딜리버리와 어닝 발표 때 데이터가 잘 나와주면 좋겠지만 그렇지 못할 때를 대비하여 충격을 덜 받으려면 지금 추정치가 계속 낮아지는 것이 좋다고 생각하고 있습니다.

Tesla’s (NASDAQ: TSLA) price target at Credit Suisse has been reduced to $1,000 from $1,125 as the firm, led by research analysts Dan Levy and Trevor Young, cited concerns from the company’s COVID-forced shutdown as a major concern to Q2 delivery numbers.

“We expect Tesla 2Q’22 deliveries of 242k vs. sell-side consensus of ~280k, largely driven by the Shanghai COVID shutdown,” the analysts wrote.

Levy and Young also cited they would reduce their 2Q EPS estimates from $2.06 to $1.10. This is based on a reduction in forecasted deliveries, as the firm reduced its outlook from 295,000 cars in Q2 to just 242,000. “In aggregate, we believe the Shanghai shutdown accounted for ~90k units of lost production in Q2,” the letter to investors said. “Note that whereas Elon Musk noted on the 1Q call that 2Q deliveries would be similar to / or slightly lower than 1Q (310k), we believe the longer-than-expected Shanghai shutdown, as well as the slow ramp of Austin and Berlin, imply downside.”

https://www.teslarati.com/teslas-q2-outlook-prompts-price-target-cut-at-credit-suisse/

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3. 기가 상하이가 생산 라인은 완전 업그레이드 하네요.

 

모델Y 라인을 7월 1일부터 2주간 업그레이드 한다고 포스팅 했었는데, 모델3는 7월 18일부터 20일간 진행할 예정이라고 합니다. 

 

종합하면 업그레이드가 완료되면 모델3는 매주 5,500대에서 7,700대를, 모델Y는 매주 11,000대에서 14,000대를 생산하게 됩니다.

Tesla China is going for an annual output of one million cars per year, as highlighted by the company’s efforts to upgrade its Model Y and Model 3 production lines this coming July. The upgrades to Giga Shanghai are expected to be completed in early August, according to recent reports. 

Citing individuals reportedly familiar with the matter, Bloomberg noted that the upgrades to Gigafactory Shanghai are expected to improve Model Y production to about 14,000 units per week. Tesla Model 3 production, on the other hand, is expected to increase to 7,700 vehicles per week. 

Prior to the recent round of Covid-19 lockdowns in China, Gigafactory Shanghai was reportedly producing 11,000 Model Y and 5,500 Model 3 per week. The publication’s sources noted that eventually, Tesla China is planning to hit an annual production rate of 1 million units per year. 

The upgrades to Gigafactory Shanghai will reportedly be performed in stages. The Model Y line will reportedly be upgraded first, with the company halting most production of the all-electric crossover during the first two weeks of July. The Model 3 line’s upgrades are expected to take place for 20 days starting July 18. 

https://www.teslarati.com/tesla-giga-shanghai-model-y-model-3-upgrades-completion-date/