테슬라(Tesla)
2022. 2. 8. 테슬라 소식
TeslaZoa
2022. 2. 8. 12:07
1-1. 테슬라가 미국 증권거래위원회(SEC)에 신고한 10-K를 보면 중국 내 매출은 전년대비 107.8% 증가한 138억 4400만달러(약 16조 5천억)입니다.
중국은 테슬라에게 있어서 미국 외 최대 시장으로 테슬라 매출의 25.7%를 차지하고 있습니다.
중국승용차협회(CPCA)에 의하면, 중국 내 테슬라 판매량은 해외시장 수출을 포함해 47만 3078대로, 전세계 93만 6천대 중 51.7% 의 비중입니다.
Tesla's revenue in China is up nearly 108% YoY in 2021 to $13.8 billion. The growth in revenue comes against the backdrop of continuous expansion of the production capacity of Giga Shanghai, which is the main export hub of the company.
Tesla's revenue in China reached an impressive $13.844 billion in 2021, showing a 107.8% increase year-over-year, according to Tesla's 10-K filing with the US Securities and Exchange Commission (SEC). For the first three quarters, the manufacturer earned $9.015 billion there. Thus, in Q4, revenue increased by 53.6% and amounted to $4.829 billion.
China is currently Tesla's largest market outside the US, accounting for 25.7% of the company's revenue. The US continues to be the manufacturer's top market, with the company's local revenue reaching $23.973 billion in 2021 or 44.55% of total revenue. With the launch of Giga Texas, the further expansion of Giga Shanghai, and the launch of Giga Berlin, this may change.
Tesla's revenue growth in China was driven by growth in production and deliveries from Giga Shanghai. Tesla sales in China reached 473,078 units last year, including exports to overseas markets, a whopping 51.7% of 936,000 deliveries worldwide, according to the China Passenger Car Association (CPCA).
<tesmanian.com>
1-2. 2021년 R&D 지출은 전년대비 74%인 11억 달러(약 1조 3천200억)가 증가했습니다.
추가로, 인원증대로 인한 직원 및 인건비 등은 5억 6백만 달러 증가,
시설비, 외부서비스비, 화물비 등은 2억 1100만 달러 증가입니다.
In 2021, R&D spending increased by $1.10 billion, or 74%, year-over-year. Tesla said the increase is mainly due to a $506 million increase in employee and labor related expenses due to an increase in headcount, a $263 million increase in R&D expensed materials, a $211 million increase in facilities, outside services, freight and depreciation expense, and a $103 million increase in stock-based compensation expense.
<tesmanian.com>
1-3. 테슬라는 직원 2만 8,533명을 충원(전년대비 약 40% 증가)했습니다. 그래서 2021년 12월 31일 기준으로, 테슬라에서 근무하는 직원은 9만 9,290명입니다.
On a Form 10-K filed by Tesla, the company reported that as of December 31, 2021, it had 99,290 employees worldwide. Thus, the manufacturer hired 28,533 new employees last year, increasing staff by 40.3%. It should be noted that in 2021, the automotive sector continued to face shortages of components, due to which many automakers reduced production. However, during this challenging time, Tesla has found a way to develop and grow its production and its presence around the world, which has led to a significant increase in the number of its employees.
<tesmanian.com>
2. Allied Market Research 에 의하면, 세계 전기차 시장의 규모는 2020년 1,630억 달러에서 2030년 8,237억 달러로, 5배 커질 것이라는 연구 결과가 나왔습니다.
A new study suggests that the global electric vehicle market will multiply in valuation by five times by 2030, based on new data acquired by Allied Market Research.
The 2020 EV market size was valued at $163.01 billion, a sizeable figure considering the sector’s relatively low share compared to that of combustion engine vehicles. With several large-scale automotive companies with storied histories transitioning to electric vehicles, these companies will supplement the smaller, EV-focused companies, like Tesla, Rivian, and Lucid, contributing large-scale production operations with relatively limitless amounts of capital.
<teslarati.com>
3. 전기차 옹호자 앤디 슬라이에 의하면, 본인이 모델3 롱레인지를 4년간 10만 마일을 주행했는데, 배터리 성능은 약 2.2%만 저하됐다고 유투브를 통해 공유했습니다.
Electric vehicle advocate Andy Slye was among the first customers of the Tesla Model 3, taking delivery of the all-electric sedan at a time when only the Long Range RWD variant was available. Since taking delivery of his Model 3 four years ago, the EV owner was able to rack up 100,000 miles in the vehicle. Over its four years in service, the Model 3 proved to be a car that definitely seems designed to go the distance.
The Model 3 owner’s overall thoughts and insights were summarized in a YouTube video, which he uploaded recently on his personal channel. Yet within the Model 3’s 100,000-mile review, the EV owner mentioned something rather remarkable. Over the four years he’s had the vehicle, and over the 100,000 miles the Tesla had traveled, the all-electric sedan had only lost 2.2% of its range. The vehicle was rated at 310 miles when it was new, and now, its full charge remains listed at 303 miles.
<teslarati.com>
4. 프리몬트 공장에서 새로운 프로토타입 사이버 트럭이 목격되었습니다.
5. Bank of America 에 의하면 테슬라 주가가 26-40주 이평선을 강하게 지지해 주면, 1197-1243달러 대로 다시 돌아갈 가능성이 크고, 잠재적으로는 훨씬 상회할 것으로 예측했습니다.
개인적으로는, 굉장히 그럴싸한 설명으로 보일 수 있지만, 누구나 예상하고 있는 이야기라 생각합니다.
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