2023. 1. 20. 테슬라 소식

테슬라에 투자하다 문득 카카오 단톡방(테주모)에만 테슬라 자료를 공유하는 것보다,

블로그를 만들어 하루하루의 테슬라 소식을 모아 보는 것이 어떨지 생각했던 때가 있습니다.

아무래도 단톡방에서는 체계적인 자료 수집과 서칭이 어렵더군요.

그래서 시작을 했고 그 때부터는 무슨 일이 있어도 하루도 빠뜨리지 않고 테슬라 내용을 모았는데,

오늘이 1천일이 되는 날입니다.

앞으로 테슬라와 주주들이 흥하길 바래봅니다.

그리고 무엇보다 늘 격려해 주시는 모든 분들께 감사의 말씀도 올립니다.

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1. 로이터의 분석 데이터에 의하면 테슬라는 차량 1대당 $15,653의 gross profit 을 얻는다고 합니다.

이는 폴크스바겐의 2배 이상, 도요타의 4배, 포드의 5배에 달라는 수치입니다.

A Reuters analysis of industry data showed that Tesla was well ahead of most major competitors in terms of profit per vehicle. Previously, the company was one of the biggest losses in the automotive industry, but a series of strong actions in the right direction has changed the situation dramatically.

According to the analysis, Tesla earned $15,653 in gross profit per vehicle in Q3 2022, which is the highest of any car manufacturer. That is more than double that of Volkswagen AG, four times that of Toyota Motor Corp, and five times that of Ford Motor Co., so Tesla is effectively crushing the competition.

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-earns-more-for-every-vehicle-it-sells-than-any-of-its-global-rivals-using-this-as-a-weapon-in-a-price-war

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2. CNBC 레포트에 의하면, 캐시 우드는 향후 5년 이내에 테슬라의 점유율은 5배 증가하며, 주가는 13배 가까이 될 수 있다고 언급했습니다.

Very few Tesla bulls could hold a candle to ARK Invest’s Cathie Wood when it comes to optimistic forecasts about the electric vehicle maker. And in recent comments, Wood noted that her conviction in Tesla remains as strong as ever.

As noted in a CNBC report, Wood estimated that Tesla shares could increase fivefold during the next five years — and that’s only from the company’s electric vehicle business. With Tesla’s autonomous driving efforts in the picture, the ARK Invest founder and CEO noted that the growth of TSLA shares could be closer to 13 times in the next five years.

https://www.teslarati.com/tesla-ark-invest-cathie-wood-tsla-5x-5-years/

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3. 독일에서도 테슬라 차량의 가격 인하가 있었습니다.

구체적으로 모델Y RWD는 17%, 듀얼 모터 AWD는 4%, Pf는 1% 의 조정이었습니다.

여기에서 듀얼모터 AWD와 Pf의 예상 배송 날짜는 변화가 없었고, Base 는 2023년 1-3월이 2023년 2-3월로 변경되었습니다.

Tesla’s recent round of price cuts were implemented for vehicles produced in Germany, with the Model Y RWD receiving a 17% adjustment. The Model Y Dual Motor AWD and the Model Y Performance received smaller price adjustments at just 4% and 1%, respectively.

A look at Tesla’s order page for the Model Y in Germany reveals that the estimated delivery date for the base Model Y has been updated. Prior to the recent price reductions, the base Model Y was listed with an estimated delivery date of January to March 2023. The estimate today is February to March 2023.

https://www.teslarati.com/tesla-germany-base-model-y-more-demand-price-cuts/

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4. Piper Sandler 에서는 테슬라 주식을 적극적으로 사야 한다고 말했습니다.

여러 분석가들과 많은 사람들이 테슬라의 차량 수요 감소를 예측하고 있지만 이번 차량 가격 인하로 미국에서의 재고 수준이 감소했으며 정부 지원 인센티브와 결합하면 최대 $20,500의 할인 혜택을 받을 수 있다고 언급했습니다.

Tesla (NASDAQ: TSLA) price cuts are being labeled as under-appreciated by analysts at Piper Sandler, who are indicating investors “should be “proactively buying” shares.

Following the announcement of Tesla’s price cuts in mid-January, analysts and others began to speculate that it was a move to combat weakening demand for its vehicles. However, the cuts have helped Tesla cut inventory levels significantly in the United States, and when combined with government-backed incentives, could offer as much as $20,500 in discounts.

https://www.teslarati.com/tesla-tsla-price-cuts-under-appreciated-buy-shares-piper-sandler/

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5. 테슬라는 차량 내부의 제조 품질을 모니터링하기 위해 프리몬트 공장에서 자동화된 품질 관리 시스템을 구현하기 시작했습니다.

테슬라가 제출한 새로운 허가서를 보면 품질 검사를 위해 2개의 새로운 로봇을 설치할 준비가 되었습니다.

Tesla is beginning to implement an automated quality control system at the Fremont factory to monitor build quality in vehicle interiors.

One of Tesla’s biggest points of criticism to this day is vehicle build quality, and the company has made numerous strides over the year to improve. Tesla began posting job descriptions for Quality Inspection Engineers several years ago, which would “apply their experience with vehicle assembly lines and manufacturing software systems to lead the installation and operations of automation camera inspection systems into existing manufacturing lines.”

A new permit submitted by Tesla states the company is ready to install two new robots to inspect fascia quality.

https://www.teslarati.com/tesla-automated-quality-control-fremont-factory/

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6. 기가 베를린은 한 주 동안 2-300 명의 직원을 고용했고, 현재 9천명의 직원이 일하고 있습니다.

https://twitter.com/SawyerMerritt/status/1616098251991547904?s=20&t=ZtZgRVa_l4dtVc9OEhkCJQ

트위터에서 즐기는 Sawyer Merritt