On the evening of the 4th, the biggest financial event in the US stock market was that Twitter soared by 30%! Behind the reason is that Tesla CEO Musk holds a 9.2% stake in Twitter, becoming the single largest shareholder of Twitter! As of the U.S. stock close, Twitter was up 27 percent to close at $49.97 per share.
According to twitter's public information at the end of 2021, the single largest shareholder is VANGUARD GROUP INC (Pioneer Investment), and its shareholding number is 8.8% of Twitter's total share capital.
That said, Musk has now replaced Vanguard as Twitter's single largest shareholder.
However, it should be noted that although he has become the largest shareholder of Twitter, this does not mean that Musk has become the actual controller of Twitter.
And on March 27, Musk tweeted that he was seriously considering building a new social platform.
On March 22, the U.S. Securities and Exchange Commission (SEC) said in a filing that Musk's attempt to overturn a 2018 court agreement on which his tweets were approved in advance was invalid. Musk had said in a 2018 tweet that he was considering taking Tesla private, and the SEC has since accused Musk of intending to mislead investors, and finally the two sides reached a settlement, and Musk needs to get approval from Tesla's lawyers before issuing certain tweets. Musk is seeking to end the SEC's oversight of his tweets, claiming the 2018 settlement "trampled" on his freedom of expression. He is also pleading with the court to block the SEC from issuing a subpoena to censor the content of his tweets.
So the plot of the whole thing goes like this:
Musk Launches Vote: Do You Think Twitter Is 'Fair'? Shoot well, the result is important.
70% netizens: Unfair!
Musk: But this is indeed a big square of the Internet, and it is unfair to put a speech here, what to do?
Netizen: Why don't you buy it?
A week later, Musk bought Twitter stock and became one of the largest shareholders.
Analysts said that "Musk may try to take a more aggressive stance on Twitter," and "this could eventually lead to some form of acquisition." ”
Global layout of 32,000 superchargers
On April 4, Ross Gerber asked on Twitter about the profitability of Tesla's supercharger business, and Musk replied that Tesla's goal for the supercharger business is to achieve a gross margin of 30% or a profit margin of 10% including all costs. According to the data, the total gross profit margin of Tesla's automobile business in 2021 is 27%, and 21% in 2020, and there is no profit margin for subdivided business at present.
As of the end of the first quarter of this year, Tesla has put into use more than 32,000 superchargering stations worldwide, Chinese mainland completed more than 1,100 superchargering stations, more than 8,500 superchargering stations, more than 700 destination charging stations, and more than 1,800 destination charging piles.
It is understood that the charging services currently provided by Tesla mainly include home charging piles, destination charging stations and super charging stations. Tesla Supercharger technology can quickly replenish the vehicle's power, with the Tesla vehicle's battery warm-up function, the charging time can be shortened by 25%, the fastest charging 15 minutes can get about 250 kilometers of endurance, the peak charging rate can reach 250 kilowatts.
In 2021, Tesla's Shanghai Supercharger Pile Factory was officially completed and put into operation, and the project took less than half a year from the official establishment of the project in August 2020 to the official production. It is understood that Tesla Shanghai super charging pile factory investment of about 42 million yuan, covers an area of nearly 5,000 square meters, set research and development, production in one, the initial planning of annual production capacity of 10,000 super charging piles, mainly for V3 products.
The data shows that Tesla's super charging stations in Chinese mainland have exceeded 730, and the charging network covers more than 300 cities, forming a large charging network spanning the east and west and running through the north and south, and tesla V3 super charging piles have been officially opened for operation in Shanghai, Guangzhou and Beijing, and accelerated to the whole country.
Source: Tesla official website
Tesla: Users can combine home charging with fast charging
Tesla sales staff told China Securities News · China Securities Taurus reporter that with the improvement of customers' requirements for charging performance, the use of super charging piles is also increasing. The utilization rate of superchargers in commercial areas is usually higher, but because of the higher cost, the charges are relatively high. Users can use the combination of home charging and fast charging according to their own needs to achieve economic charging.
In response to the question of the high price of charging, Musk responded that Tesla just wants to "earn some meager returns rather than asking for a price", hoping that car owners will fully consider the charging service price of the supercharger station.
Guotai Junan Securities believes that with the increase of new infrastructure, station subsidies and other policies, charging infrastructure construction is expected to advance rapidly, it is expected that the cumulative market space in 2020-2025 will exceed 100 billion yuan, and the industry as a whole is showing obvious head effects.
The full text is synthesized from: China Fund News, China Securities News
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