Extremely disappointed! Tesla evaporated more than 470 billion overnight.
No steering wheel, no pedals!
TeslaNew car, swiping the screen!
This may be a day that will go down in history!Musk with his driverless taxiRobotaxiOn the debut, bold words will change the way of travel, and the result is "off".
Tesla's $Tesla (TSLA.US)$ market value nearly evaporated overnight5000100 million, an extremely disappointing new product launch conference.
10Since month, Tesla's stock price has fallen by more than16%；
In the global market, the field of new energy vehicles, which Musk is a life bet, is also encountering a“Great Purge”。
Sales volume wasBYDCrushing, facing the middleGuoxin EnergyWith the "encirclement and suppression" of car brands, Tesla has stood on the cliff.
You can't survive without being mad!
Musk urgently needs a big victory, and he has high hopes for Zhijia. Unfortunately, the public is disappointed with Tesla's driverless taxi, thinking that Musk is "drawing a big pie."
In sharp contrast, it is also committed to smart drivingXPeng vehicles，AIAfter the release of the new car, the stock price soared, and it was clear at a glance which one was stronger and which one was weaker!
After electrification,SmartIt has become a highland that all car companies must compete for.
In this revolution, whoever breaks through driverless technology first will undoubtedly create the future.
01
The long-awaited Tesla driverless taxi was finally released, Musk made a shining debut, but the end was down and out......
Beijing time10Month11On Sunday, Tesla finally unveiled its driverless taxi to the outside world after a two-month delay (Robotaxi) of mystery.
This model called"CyberCab"The driverless taxi has two gull-wing doors and no steering wheel and pedals, which is undoubtedly a historical change. Although this layout can further tap the riding space in the car, it may pose a psychological challenge in the subjective riding experience.
However, "Iron Man" Musk is obviously fearless. He rode directly on the podium in the co-pilot seat and showed the self-driving capabilities of the new model to the outside world. Has Tesla completed a historic breakthrough in the field of self-driving?
In fact, it is not,Tesla's“Fully autonomous driving”（FSD) The system is still being continuously updated and upgraded, and it is close to achieving full automationFSDIt will take time.
It is understood that there are currently more than40Ten thousand vehicles adopt this beta system worldwide.
Since last year, Tesla's autonomous driving has been investigated by the Traffic Safety Administration many times in the United States, but Musk still firmly believes thatFSDThrough a lot of field learning and continuous iteration, it is expected to achieve completeFSD。
However,What is certain is that autonomous driving technology is bound to reduce human error, increase road safety, and change the way you travel in the future.
Musk revealed that Tesla is expectedCyberCabDriverless taxis will cost less than3Ten thousand US dollars (approximately21.210,000 yuan), will be2026Put into production in.
In addition, Musk also announced that he will launchRobovan(driverless van), which can hold up to one time20People.
It is worth noting that Tesla's "historical" press conference was nearly late1The hour only started, but the entire press conference lasted less than half an hour. Musk did not introduce the technical details of the driverless taxi in detail, and did not even announce the complete interior.
Such an important press conference gives people a feeling of haste. You must know that Boss Jia is the only one in the industryPPTBuilding cars is the only one. Is Musk so hidden from others because he is afraid of revealing some faults?
02
Tesla demonstrated innovative products, but failed to give a clear and convincing explanation in terms of specific technical details, commercialization path, and market acceptance. This has caused investors to have doubts about the growth potential and profitability of Tesla's future business.
Just after the press conference, Tesla's stock price plummeted in night trading. Obviously, investors did not buy the content of the press conference, and even thought that Musk was“Draw a big pie”。
The secondary market is always the most rational one, and as expected, heroes think alike.
Last night, Tesla once fell more than10%, as of the close, the decline narrowed to8.78%, newspaper217.8Dollar/Shares, market capitalization6957.9Billion US dollars.
Market value evaporated overnight670Billion US dollars (approximately4743.97Billion yuan), the total decline during the week exceeded12.9%。
Tesla's stock price plummeted. In addition to the lack of technical details of autonomous driving, production capacity and supply chain management are also big problems. Before these problems are completely solved, TeslaFSDIt is estimated that few people will believe the fairy tales.
The romance between China and foreign countries is on the same day, but the joys and sorrows of enterprises are not the same!
It just so happens that XPeng Motors just released its new car XPeng the day beforeP7 +, claiming to be the world's firstAISedan,Equipped with XPeng's new generation autonomous driving hardware platform,11It is expected to be delivered to the market in early month.
At the same time, at this press conference, He XPeng said that the future of XPeng vehicles10# will be global-orientedAIMotor Co.
Who would have expected,Tesla's press conference will actually "collide" with XPeng's new products. Two new energy vehicle giants committed to driverless driving have gone a long way on the road of intelligent driving, affecting the future of driverless driving. However, XPeng, which is full of details of this collision, is undoubtedly superior.
Cut-off2024Year10Month10Hong Kong stocks closed on Japan, XPeng Automobile rose8%Report50.6HK $/Stocks, the market value rose nearly in one day80HK $100 million.
03
It is worth mentioning that just last night Tesla's Shanghai Gigafactory first300Ten thousand complete vehicles officially rolled off the assembly line.
At the beginning,This gigafactory is known as11China's speed of completion in a month not only shocked the world, but also saved Musk's Tesla.
At that time, Musk had been working forModel 3The production capacity was so overwhelmed that he almost slept in the only Fremont factory in Silicon Valley.
If the production capacity cannot be increased, it will not be able to deliver. Tesla, which is rapidly consuming funds, is facing a serious cash flow crisis.
The commissioning of the Shanghai Gigafactory has completely solved Tesla's production capacity crisis.
2019In, Tesla's total production36.5Ten thousand vehicles. The production increased dramatically in the following three years, respectively50.9Ten thousand (15.4Ten thousand),93Ten thousand (48.6Ten thousand) and13710,000 vehicles (72.510,000 vehicles), of which the Shanghai factory has become the absolute main force, and the proportion of output has changed from30%Promoted to53%！
Tesla's Shanghai Gigafactory delivered vehicles in the first three quarters of this year67.510,000 vehicles, accounting for more than half of Tesla's global deliveries in the first three quarters.
It was also after the Shanghai Gigafactory was put into production, Tesla's stock price continued to rise.21In 2019, the market value exceeded one trillion yuan, and Musk began to frequently ascend to the throne of the richest man in the world.
Wall Street Expects Tesla2024The annual delivery volume is approximately18010,000 vehicles, and BYD broke through last year30010,000 vehicles, this year's goal is360Ten thousand vehicles.
BYD's $Boyd Gaming (BYD.US)$ cumulative sales in the first three quarters reached274.7810,000 vehicles, the achievement rate is76.33%。 According to such sales trends, as well as factors such as the fourth quarter, which is usually the peak season for car sales, state replacement subsidies, and lower average car premiums, BYD is expected to break through40010,000 vehicles, exceeding the target.
Not long ago, BYD first900Ten thousand vehicles rolled off the assembly line, breaking through the first place within the year1000The 10,000-vehicle mark should not be a big problem.
Tesla has gradually fallen behind in the competition with BYD, and it is even more difficult under the "encirclement and suppression" of Chinese new energy vehicle brands.
Today's Tesla has serious internal and external troubles: there are problems such as outdated models, slow progress in self-developed batteries, and declining profitability. Externally, there are poor sales in the Chinese market and deteriorating competitive environment.
No wonder,AppleAfter giving up building cars, Musk immediately released a“Salute”、“Lighting a cigarette”With a pleasant expression, I couldn't wait to escape the price of the meat grinder immediately and rush toAIThe sea of stars.
04
Tesla urgently needs a big victory on the battlefield of new energy vehicles!
Musk has described Tesla on many occasions beforeCybercabFor the revolutionaries of future urban transportation, it is obvious that they are interested inCybercabHigh hopes.
Today, Tesla has also lost once in the competition with XPeng Motors. In fact, XPeng Motors has been working hard on the road of smart driving for a long time, and this year is also a year of rapid development of Chinese smart driving.
It is worth mentioning that at the beginning of its establishment, XPeng Automobile focused on the tide of intelligent travel in the future.
They firmly believe10To15In the next few years, smart cars will evolve from intelligent assisted driving to high-level autonomous driving, and eventually move towards unmanned driving, and the pattern of human travel will undergo tremendous changes as a result.
For this reason, XPeng Automobile took the lead in launching in the early stages of entrepreneurshipXPILOT(intelligent assisted driving system) research and development work, of whichNGP(Intelligent navigation assisted driving function) can be described as“Technology Pioneer”。
Thanks to its persistence in long-termism, XPeng finally waited for the highlight moment of new energy vehicles, star modelsP7Sales have exploded in an all-round way, and intelligent assisted driving systems lead the industry, moving one step ahead of others towards an intelligent future.
In recent years, the government has introduced a series of policies in the fields of intelligent manufacturing, intelligent transportation, and driverless driving, which not only provide support for the research and development and application of driverless driving, but also promote the rapid growth of related industrial chains.
The State Council's "New Energy Vehicle Industry Development Plan" (2021-2035) "mentioned, to2035When China basically realizes modernization in 2018, the new energy industry will become the mainstream of automobile sales, and highly autonomous vehicles will be applied on a large scale.
It is not difficult to see that the future10-15The year is bound to be the era of smart cars, the industry will usher in a period of high growth dividends, and smart driving capabilities are bound to become a strategic highland for car companies to compete in the next step.
At present, our countryL2Grade,L3Class-level assisted driving is basically mature and is transitioning to higher-level autonomous driving technology. In the future, the autonomous driving industry will accelerate pre-installation mass production, large-scale application and delivery.
This year7In March, five departments including the Ministry of Industry and Information Technology jointly announced intelligent connected vehicles“Vehicle-road-cloud integration”List of application pilot cities;6In March, four departments including the Ministry of Industry and Information Technology determined9A consortium carries out pilot projects for the access and road access of intelligent connected vehicles.
Undoubtedly, the release of self-driving taxi services is expected to be an important catalyst for the self-driving car industry.
Relevant reports show that,BaiduAnd other autonomous driving companies are already actively exploring and promoting driverless taxi services, such asApollo Go(Carrot Run), and plans to expand to overseas markets. Pony.ai,WeRideCompanies and other companies plan to launch trial operations of autonomous driving travel businesses in Southeast Asia, Europe and the Middle East.
As of this year8In March, my country has issued a total of self-driving car test license plates1.6Ten thousand sheets, open public test roads3.2Ten thousand kilometers.
At the same time, the penetration rate of high-priced intelligent driving continues to increase. XPeng, Huawei, Ideal and other companies have made layouts one after another.
In the next five years, urban high-end smart driving will show explosive growth. It is expected that the penetration rate of high-end smart driving will increase to70%To80%。
We firmly believe that with the further maturity of technology and the gradual opening of the market, the way of travel is bound to undergo tremendous changes in the future!
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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Brandon Daniel : The amount of the stocks' decline is incorrect.
73372627 : Appreciate your effort for this post.
Suggestion: Be more resumed, re-work your mathematic and the way you present the numbers. (You use an old kind of Chinese way to numbering) Hard to follow.
The 30.000 USD = 2.100.000 RMB not 21 mill.
Third: I ask my sister in law (last month) when gone to her appartment in Beijing to send me a photo in the mall parking and at the Beijing 1 hospital doctors parking, and surprise: not near 0.5% of the cars was Chinese marks. Why???
Also the EV industry is in continous evolution. You can not compare Tesla way for self driving with Chinese products. Different OS and concepts.
The market gone down due to overnight asiatic market because no technical specs??? What you want the design plans??? LOL. I thing was very clear on specs: speed, autonomie, charging by inductance and also the aproximativ market prices and what surprise me was to specify what type of AI will be use = AI5 (which will be avalable not before end of 2025)
Do not expect the sells of any EV will grow very soon and this is due to the missing grid support. Example: In China till the new 9 reactors centrals will not be finish, the country will still face with lower level of capacity by rapport of the demand, and the prices will still be relativ high. As all over the word.
Nice effort and revise the numbering with 10k.