테슬라(Tesla)
2023. 2. 28. 테슬라 소식
TeslaZoa
2023. 2. 28. 16:17
1. 기가 베를린의 직원이 1차 목표에 가까운 1만명 이상을 현재 고용 중입니다.
Tesla Giga Berlin continues to expand to reach full production capacity. So far, the factory has already employed over 10,000 people, close to the Phase 1 target of 12,000 employees.
https://www.tesmanian.com/blogs/tesmanian-blog/tesla-giga-berlin-has-already-employed-more-than-10k-people
2. New Street Research는 3세대 플랫폼은 모델3보다 15% 더 짧고, 30% 더 가벼우며, 25% 더 작은 배터리로 만들어질 것이라 예상하고 있습니다.
그렇게 되면 모델3보다 생산 비용이 37% 더 저렴할 수 있고, 결론적으로는 2030년 자동차의 80% 비중을 차지할시 $400B의 수익을 올릴 것이라 계산하네요.
New Street Research expects the new model to be 15% shorter, 30% lighter, and have a 25% smaller battery than the current Model 3. The firm looked at comparisons between compact ICE cars and midsize ICE sedans and extrapolated the comparison between the Model 3 and midsize ICE sedans to arrive at that conclusion.
Subsequently, Tesla will be able to maintain gross margins of 30% for cars, with both the new model and FSD increasing in the mix. New Street Research expects the new model to cost $25,000, as announced at Battery Day 2020. This means that the new model will cover 80% of the automotive market and allow Tesla to exceed 12 million vehicles and $400B in auto revenues in 2030.
https://www.tesmanian.com/blogs/tesmanian-blog/teslas-new-model-paves-the-way-to-400bn-auto-revenues-in-2030-says-new-street-research
3. 테슬라는 국내 배터리 양극재 업체 L&F 와 하이니켈 양극재 공급 계약을 체결했습니다.
체결 규모는 3조 8,300억원이며, 계약 기간은 2024년 1월 1일부터 2025년 12월 31일까지입니다.
하나증권 김현수 연구원에 의하면 이번 계약은 78만대 이상의 EV에 공급하기에 충분할 양으로 추정했습니다.
Recent reports have indicated that Tesla has signed a high-nickel cathode supply deal with South Korean battery cathode material company L&F Co Ltd. The deal is reportedly worth KRW 3.83 trillion ($2.9 billion).
The South Korean company shared some details of its deal through a public filing on February 28, 2023. In the disclosure, L&F indicated that its contract period with Tesla would start on January 1, 2024 and end on December 31, 2025. The KRW 3.83 trillion Tesla contract is about
four times the company’s sales last year
, which was listed at KRW 970.8 billion.
Kim Hyeon-soo, a researcher at Hana Securities, estimated that the contract will probably be enough to supply over 780,000 electric cars. Considering that high-nickel batteries are expected to be used by Tesla for products like the Semi and the Cybertruck, the L&F deal could help the EV maker ramp the production of its largest products.
4. 2월 20-26일 중국 내수 판매량은 10,705대였습니다.
<2023. 2월 중국 내수 판매량>
- 1.30-2.5 : 8,643대
- 2.6-12 : 6,963대
- 2.13-19 : 5,913대
- 2.20-26 : 10,705대
- 총 : 32,224대
https://twitter.com/TeslaZoa/status/1630466843696836608?s=20
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