Policy stimulus suspicion of Tesla’s triumph

First of all, on the policy front, this year is the intensive introduction of new energy-related policies, including the announcement of the second batch of new energy vehicle pilot cities in recent days, and the new energy subsidy policies and regulations that will be introduced nationwide by the end of March. This year is also a crucial year for the National Air Pollution Prevention Action Plan.

According to the "Air Pollution Prevention and Control Action Plan" issued by the State Council before the State Council, by 2017, the concentration of inhalable particulate matter in prefecture-level and above cities will be reduced by more than 10% compared with 2012, and the number of excellent days will increase year by year; Beijing-Tianjin-Hebei, Yangtze River Delta, Pearl River Delta, etc. The concentration of fine particulate matter in the region decreased by 25%, 20%, and 15%, respectively. The annual average concentration of fine particulate matter in Beijing was controlled at about 60 μg/m3.

The introduction of these policies has stimulated the nerves of electric vehicle manufacturers, and Tesla is the focus of most recent attention.

Constantly questioning

Last year, the Tesla ModelS car produced only about 22,400 units, and the company plans to increase production by 55% to 35,000 units this year.

As a luxury car manufacturer, Tesla has performed very well. But in the process of opening up the mass market, the company still has a long way to go. Some analysts remain skeptical about Tesla's production capacity, and it is difficult for the company to increase its annual production of cars from 35,000 units this year to 500,000 units a decade later. Tesla also faces potential challenges from large, well-known car companies in expanding its electric vehicle production line. Tesla must find an effective way to cut the cost of car production and attract more mainstream consumers. At present, the starting price of Tesla cars is about $71,000 per unit.

Tesla is just a toy for the rich?

It is worth noting that with the gradual release of the new energy vehicle market, more and more international brands such as Tesla, Volkswagen and BMW have begun to enter the domestic market. In addition, oil and energy security is also an important driver of new energy vehicles. Experts predict that by 2020, China's oil consumption will reach 450 million tons to 610 million tons, while domestic supply is only 180 million tons to 200 million tons, and the gap is 250 million tons to 430 million tons.

With the official opening of Tesla's "China Strategy", BYD, who threatened to "create Tesla in minutes", has also become the focus of public opinion. Chairman of the company Wang Chuanfu said that Tesla simply said that it is only rich. The toy is only suitable for the small crowd.

Market performance

Recently, Tesla can be said to have good news. One is that the ModelS produced by the company was selected as the best car in 2014 by the US authoritative magazine ConsumerReports magazine. The second is that the company plans to build a large battery production plant, and the third is that the company announced that it will enter. Asia market.

Tesla's market capitalization has reached $31 billion, more than half of the market capitalization of GM and Ford. And company CEO Elon Musk announced on Wednesday that it plans to issue $1.6 billion in convertible bonds to finance the new super battery factory.

In the past 12 months, Tesla's share price has risen by 619%, which is unmatched by any global car company in the past 20 years. Tesla went public in June 2010, and the company's current share price is about 15 times the original issue price, which is also impossible for any US company listed in 2006.

At present, Tesla's P/E ratio is as high as 154 times, so how to further achieve performance growth may become a more difficult challenge. However, the youngest car company in the United States has shattered the curse that led to the short life of three car companies, DeLorean Motor Co., Tucker Car Corp. and Fisker AutomoTIve Inc.

Alan Baum, an independent automotive market analyst at Baum & Associates, a US market research organization, said: "Tesla is a combination of technology, glazing and practical, and the company is a leader in the electric vehicle industry with unlimited potential. All this makes buyers and investors pay close attention to this company."

Apple and Tesla marriage?

Whether it's the wearable device iWatch, the car-mounted entertainment system, or the Apple TV set-top box, Apple's involvement in new product areas is even more important for Apple's investors. So there is news speculation that Apple may acquire the company. Of course, some analysts believe that Apple and Tesla will not directly merge, but Apple is expected to carry out more innovative cooperation with the company.

The death of Jobs left a huge crack in Apple, and even with the strength of all the talented employees of Apple, it could not be filled. Therefore, they are bound to seek cooperation, and Tesla's Musk is very in line with Apple's needs. Apple and Tesla are working together to provide a rear-end entertainment service system for Tesla's upcoming Model X SUV.

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