$Tesla (TSLA.US)$ The entire network is now discussing wheth...
$Tesla (TSLA.US)$ The entire network is now discussing whether the recent downturn in the electric vehicle sector is a trap or an opportunity, and I will share my own views.
First of all, Tesla (TSLA.US) recently released a new financial report, showing that it was 0.5 million units short of the annual target at the end of the third quarter, but Musk still has great confidence in completing the annual mission. After all, Tesla's China factory can deliver in a matter of weeks, which has led to some speculation, such as price cuts...
Of course, even if his confidence is considered boasting, the Model Q may be released next year, with a price range targeting the advantages of the Chinese brand byd company limited (002594.SZ) in the range of 100k-200k (including some mainstream models of second-tier new forces). Although some people may not find Tesla's space and interior details satisfactory, as someone who has driven both Tesla and domestic new energy vehicles, if the price falls within the same range, Tesla will outperform any domestic new energy vehicle. This is without considering the situation next year when subsidies are expected to be reduced (Tesla does not rely on subsidies). Of course, if you are a friend in government agencies, you may not choose Tesla. Once the competition is real, it would be similar to the situation with Xiaomi in the past two years, where you attack my low-end, and I strive for the high-end. Success or failure is unpredictable, so it is understandable to sell off a portion of your position as a hedge. For example, a well-known fund manager sold out his new energy positions yesterday and made some adjustments to sectors he has been in for many years. It's the fourth quarter, and the fund manager doesn't need to take this risk.
The remaining aspect is charging. In September, regardless of the channel, the penetration rate of new energy vehicles is around 30%, with 3 out of 10 cars being new energy vehicles in any channel. For some regions, there are not as many brand supercharging stations, fast charging also takes several tens of minutes, and if it's slow charging... it's best to have a private parking space or garage installation for convenience. However, the infrastructure for charging, including operation and maintenance, takes time to build, which is a significant factor restricting the sales volume of new energy vehicles.
Therefore, from a personal perspective, can you invest in the new energy vehicle industry chain? Yes! But the winning edge leans more towards large-scale, low-cost leading companies, rather than everyone rising together in harmony as before! From a growth perspective, I may be more bullish on companies in the charging/swapping electric ecosystem industry chain, such as NIO Inc. (NAAS.US), there are also some in the A-share market, albeit not as pure! Even if it may not currently be in the stage of accelerated commercialization, the speed of increase in upstream orders is rapid, perhaps resembling the situation where energy storage is more resilient than the new energy vehicle sector, which is a more suitable logic, along with the smart automobile industry chain!
First of all, Tesla (TSLA.US) recently released a new financial report, showing that it was 0.5 million units short of the annual target at the end of the third quarter, but Musk still has great confidence in completing the annual mission. After all, Tesla's China factory can deliver in a matter of weeks, which has led to some speculation, such as price cuts...
Of course, even if his confidence is considered boasting, the Model Q may be released next year, with a price range targeting the advantages of the Chinese brand byd company limited (002594.SZ) in the range of 100k-200k (including some mainstream models of second-tier new forces). Although some people may not find Tesla's space and interior details satisfactory, as someone who has driven both Tesla and domestic new energy vehicles, if the price falls within the same range, Tesla will outperform any domestic new energy vehicle. This is without considering the situation next year when subsidies are expected to be reduced (Tesla does not rely on subsidies). Of course, if you are a friend in government agencies, you may not choose Tesla. Once the competition is real, it would be similar to the situation with Xiaomi in the past two years, where you attack my low-end, and I strive for the high-end. Success or failure is unpredictable, so it is understandable to sell off a portion of your position as a hedge. For example, a well-known fund manager sold out his new energy positions yesterday and made some adjustments to sectors he has been in for many years. It's the fourth quarter, and the fund manager doesn't need to take this risk.
The remaining aspect is charging. In September, regardless of the channel, the penetration rate of new energy vehicles is around 30%, with 3 out of 10 cars being new energy vehicles in any channel. For some regions, there are not as many brand supercharging stations, fast charging also takes several tens of minutes, and if it's slow charging... it's best to have a private parking space or garage installation for convenience. However, the infrastructure for charging, including operation and maintenance, takes time to build, which is a significant factor restricting the sales volume of new energy vehicles.
Therefore, from a personal perspective, can you invest in the new energy vehicle industry chain? Yes! But the winning edge leans more towards large-scale, low-cost leading companies, rather than everyone rising together in harmony as before! From a growth perspective, I may be more bullish on companies in the charging/swapping electric ecosystem industry chain, such as NIO Inc. (NAAS.US), there are also some in the A-share market, albeit not as pure! Even if it may not currently be in the stage of accelerated commercialization, the speed of increase in upstream orders is rapid, perhaps resembling the situation where energy storage is more resilient than the new energy vehicle sector, which is a more suitable logic, along with the smart automobile industry chain!
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sincere Hamster_2458 : The price has really been reduced.