2022, Tesla is not smooth sailing either.
On October 20, Tesla released its third quarter financial report for 2022. According to the financial report, Tesla's operating income in the third quarter was US$21.454 billion, and increased by 56% year-on-year, lower than the estimated US$22.1 billion by Wall Street ; net profit was US$3.292 billion, an increase of 103% year-on-year.
In the view of capital market , growth rate is more important than anything else.
After the release of this financial report, Tesla fell 6.65%, with a monthly decline of more than 20%; from the highest point, in the past year, the decline of Tesla 's stock price has reached 50%!
However, Tesla is not that "unbearable".
Take BMW as an example.
, a fuel vehicle brand that also leads the global luxury car sales and electrification transformation, had global sales of 563,200 units in the second quarter of this year, down 19.8% year-on-year from ; Tesla's delivery data in the third quarter was 343,000 units, up 42.4% year-on-year. According to this trend, the two companies are expected to meet in 2023.
In terms of performance, BMW Group's operating income in the second quarter was 34.77 billion euros, or approximately US$34.8 billion, an increase of 21.6% year-on-year; net profit was 3.047 billion euros, or approximately US$3.05 billion, a decrease of 36.4% year-on-year. In other words, compared with BMW, Tesla's single-quarter net profit has surpassed and the growth rate is faster.
In the earnings call, Musk was "full of confidence" and talked about the company's "vision":
"Everyone believes that our market value can far exceed Apple , and I think it will even exceed the sum of Apple and Saudi Aramco."
As of October 21, the market value of Apple was US$2.31 trillion, and Saudi Aramco was US$2.09 trillion, with the total of US$4.4 trillion. , that is, if the future growth rate of the two companies is calculated, according to Musk's optimistic estimate, Tesla will have about 10 times the increase in space.
In the eyes of many people, Musk must be crazy to speak out. At least from the moment, the capital market has not accepted Musk's "talking" with him.
However, we still take advantage of this topic to talk about the possibilities of Tesla.
"The next generation of models will be smaller, and the output will exceed the total of all Tesla products. I hope the cost can once again reach a 50% reduction." What does
mean? Compared with
and model 3/Y, the sales price of the next generation of models may be doubled. From this perspective, we need to reverse one understanding, that is, Tesla’s goal is not to be a BMW in the fuel car era, but to be a Ford in the fuel car era!
In fact, Tesla is not satisfied with the positioning of car companies.
In the conference call, Musk mentioned: "Tesla's goal is to achieve widespread push of beta FDS systems by the end of this year." Just imagine, when tens of millions of cars are equipped with assisted driving, Tesla is completely possible to become a software company.
In addition to this, Tesla has three other characters.
first, battery company. Tesla's ambition is to produce 100GWh power battery in 2022, and by 2030, the capacity of will reach 3000GWh, and supply batteries to other auto manufacturers. Of course, Tesla is currently facing quite a lot of difficulties in battery life.
Second, energy storage company. is the first in the field of household energy storage. Tesla ranks first in the global market share of . According to data given by Tesla, the annual growth rate of energy storage business in the third quarter will reach 150%-200%, faster than electric car .
Third, robot company. Although Tesla's humanoid robot did not meet market expectations at the "2022 AI Day" event not long ago, in Tesla's own opinion, "as the most important product development project, it may be more important than the automotive business in the future, and it is confident that it will produce millions of humanoid robots." In a word, Tesla has more possibilities in these areas where performance is not visible for the time being.
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