2022. 7. 13. 테슬라 소식

1. 테슬라는 텍사스의 주 전력망 부하를 줄이기 위해 비수기 시간대에 충전하는 텍사스 고객에게는 50% 인하된 충전 요금을 받는다고 합니다. 

 

주유비가 많이 오른 이 때에 정말 좋은 혜택으로 다가오네요.

In Texas, Tesla is offering a 50% charging rate cut to customers during off-peak hours at some of its Superchargers. The measure is aimed at reducing the load on the power grid of the state, which is now home to Tesla.

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-offers-50-charging-cut-to-texas-customers-during-off-peak-hours-to-reduce-load-on-the-states-power-grid

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2. 테슬라가 2022년 상반기에 미국 고급차 시장의 21.6%를 점유했습니다. 이는 작년대비 8.6% 증가한 수치입니다.

 

Tesla captured 21.6% of the US luxury car market in H1 2022. This reflects an increase of 8.6 percentage points compared to the same period last year, which underlines the growth of its dominance in the country.

Tesla continues to expand into the US market, where it recently launched its second factory for electric vehicle production. In H1 2022, the company captured a 21.6% share of the luxury car market in the country. Thus, compared with the same period in 2021, when Tesla held a 13% market share, the manufacturer added 8.6 percentage points (growth of 66%), according to Automotive News Research & Data Center. It was also enough to surpass Mercedes and BMW.

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-holds-a-21-6-share-of-the-us-luxury-car-market-in-1h-2022

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3. CFRA 는 테슬라의 수익이 2021년에는 71% 상승했는데, 2022년에는 61%, 2023년에는 37%, 2024년에는 17% 성장할 것으로 예상하고 있습니다.

 

또한 차량 판매는 2021년에는 87% 였는데, 2022년은 53%, 2023년은 39%, 2024년은 15% 성장으로 예측하고 있습니다.

 

CFRA의 PT는 $ 1,100 입니다.

 

CFRA Equity Research analyst Garrett Nelson has a price target for Tesla of $1,100. He expects Tesla to gain momentum soon as new factories come into play. In a new note to clients, he wrote that the firm expects Tesla's revenue to grow 61% in 2022, 37% in 2023, and 17% in 2024 after growing 71% in 2021. Giga Berlin and Giga Texas will be the main driver of growth this year, as well as Model Y, for which most of the manufacturer's production facilities are set up.

In addition, CFRA expects Tesla to build factories in various countries, including India. Thus, the company will achieve an annual volume of 20 million units by 2030.

“Following the completion of its new factories in Germany and Texas, we think TSLA will build plants in India and elsewhere, as it executes on its goal to increase annual volumes to 20M units in 2030 (a 40x increase over 2020 levels.) TSLA's 2021 vehicle sales of 936K units were up 87% from 500K units sold in 2020. Deliveries are likely to ramp further when the Cybertruck and the Semi become available starting in 2023.”

https://www.tesmanian.com/blogs/tesmanian-blog/teslas-tsla-revenue-to-grow-61-in-2022-cfra-equity-research-expects

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4. 테슬라는 기가 베를린 양산 시작 전 테스트 목적으로 생산되었던 약 2,250대의 모델Y의 판매를 원하고 있고, 6월 11일 관계 당국에 서한을 보낸 상태입니다.

 

일부 낮은 품질의 차량은 이미 폐기 되었다고 합니다.

 

Tesla wants to sell usable Model Ys produced before the launch of Giga Berlin as part of systems tests. This step should help avoid disposal, which is unnecessary and will only cause additional harm to the environment.

Before Tesla received permission to manufacture in Giga Berlin, it was allowed to produce 2,250 vehicles to test production processes. These cars could not be sold to buyers. At first, permission was given for the production of 250 units, which were the very first examples and almost certainly had manufacturing defects. In January 2022, approval was granted for the production of another 2,000 vehicles, and it is clear that more than one month had passed before the goal was reached. While we do not have public information on when or how many Model Ys were produced, there is reason to believe that they may have been in production up until the release of official approval to start production in March.

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-intends-to-sell-usable-model-ys-produced-in-giga-berlin-as-part-of-testing-to-avoid-unnecessary-recycling