2023. 1. 12. 테슬라 소식

1. 2022년, 테슬라는 미국에서 최고의 럭셔리 자동차 브랜드였습니다.

 

테슬라는 49만 1천대를 판매했고, 2위 BMW는 33만 2,388대를 팔았으며, 3위 벤츠는 25만 8,704대를 팔았습니다.

 

However, in 2022 the situation has changed dramatically. In the spring, Tesla began production at a new factory, Giga Texas, and by the end of the year, its production capacity exceeded 3,000 units per week. In addition, production capacity has also been increased in Fremont, thanks to mind-blowing optimization of production equipment and processes. Tesla sold over 491,000 vehicles in the US in 2022, up over 56% from 2021, according to Automotive News Research & Data Center estimates (via Drive Tesla). This allowed the company to forge ahead to become the top-selling luxury brand in the US.

The closest competitor, BMW, with 332,388 sales, which used to dominate the US auto market, was relegated to second place, almost 159,000 units behind the winner. In third place, with 258,704 units sold, was Mercedes-Benz. Lexus was in fourth place with 258,704 sales. Rounding out the top 5 was Audi with a modest 186,875 units sold in the 12 months of last year.

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-became-the-top-us-luxury-brand-in-2022

---

2. Morningstar에 의하면 테슬라 1주의 가치 추청치는 $220이고, 현 주가는 매우 낮다는 분석입니다.

 

• Fair Value Estimate: $220
• Star Rating: 5 Stars
• Economic Moat Rating: Narrow
• Moat Trend Rating: Stable

---

3. 블룸버그에 의하면 테슬라가 인도네시아에 연간 100만대 규모의 자동차 생산 공장을 건설하기로 합의 중이라고 합니다.

 

인도네시아에 공장을 건설할 것이라는 루머가 이전에도 많았기 때문에 개인적으로는 차분히 Fact만 기다리고 있습니다 ^^

 

Tesla is inching toward establishing Gigafactory Indonesia as a preliminary deal is nearly in place.

According to Bloomberg, Tesla is nearing the agreement of terms to build a one million-unit annual production vehicle manufacturing plant in Indonesia. The report cited people familiar with the matter.

https://www.teslarati.com/tesla-gigafactory-indonesia-preliminary-deal/

---

4. 테슬라가 세미 트럭을 추가로 납품하기 위해 목적지로 향하기 전에 품질 보증 검사를 받는 듯한 모습이 목격되었습니다.

 

아마도 펩시코에 납품되는 것으로 보여집니다.

 

Additional Tesla Semi units were spotted at the secretive Nevada production facility yesterday. Tesla is likely preparing them for delivery to PepsiCo. in Modesto, California, although they are not yet wrapped in the company’s branding.

Zane Hinrichs spotted several new Tesla Semis just outside the automaker’s Semi production facility located near Gigafactory Nevada in Reno. The vehicles were spotted on January 10 and are being inspected for quality assurance purposes before they head to their destination.

https://www.teslarati.com/tesla-semi-next-units-prepare-delivery-nevada/