Tesla CEO Musk said on social media on Wednesday that the third chapter of Tesla's grand blueprint will be announced on March 1, 2023. Previously, Tesla's domestic models all series of price reductions, Model 3 starting price fell to 229,900 yuan, Model Y starting price fell to 259,900 yuan, a record low. Data show that in January this year, Tesla sold 66,000 vehicles, a year-on-year increase of 10.3% and a month-on-month increase of 18.3%.
In addition, Tesla's stock price rebounded sharply at the beginning of the year, with the company's cumulative maximum gain of more than 110% so far this year, which means that Tesla has erased the losses of last year.
At the same time, affected by the above news, Tesla concept stocks performed actively, and Xinpeng shares, which supply supporting products for Tesla's home energy storage projects, once walked out of two consecutive boards, and Chunxing Seiko, which has obtained Tesla supplier qualifications and received orders, recorded a limit on Thursday.
Zheng Liansheng of Southwest Securities said in a research report on February 7 that Tesla's continuous price reduction, old car remodelling and new car listing will be expected to promote the continued rapid growth of sales, and this year, under the logic of industrial chain cost reduction, the domestic local industrial chain is expected to fully benefit.
Public information shows that Tesla has laid out all links of the new energy chain, including photovoltaics, energy storage, electric vehicles, etc. In terms of passenger cars, Tesla has successively launched models such as Roadster, Model S/X, and Model 3/Y to cut into the mass market from top to bottom; The A-segment model is expected to be released in 2023, and the price will be further reduced. In terms of other models, Tesla expanded horizontally, expanding its categories to pickup Cybertrunk and truck Semi.
Tesla's production capacity layout covers North America, Asia and Europe, and TF Securities predicted in a research report on January 10 that Tesla's annual production capacity is expected to exceed 2.4 million units by 2023.
According to the 21Q4 Networking Conference, Tesla delivered 940,000 units in 2021, up 87% year-on-year, and aims to deliver 1.5 million units in 2022, up 60% year-on-year, and expects annual growth to remain above 50% in the future, reaching 3.2 million units in 2024. Yute estimates that Tesla will be delivered 2.2 million units worldwide in 2023, a year-on-year increase of 58%.
At present, Tesla's main route in the industrial chain layout is self-developed and self-made in the core links with high added value, and other traditional parts are outsourced. Taking the domestic Model 3 as an example, BMS, motor control in the powertrain, AutoPilot and electric control in intelligent driving are self-made, other parts are mostly outsourced procurement, and the localization rate of structural parts, body parts, interior and exterior parts is relatively high.
Specifically sort out Tesla's industrial chain and potential targets: batteries include CATL, Ganfeng Lithium, Xinzhoubang, Nord, Changying Precision, Hongfa Shares, Changalumin Shares, Kodaly and so on; The motor includes Xusheng shares, Jingda shares, etc.; Thermal management includes Sanhua Intelligent Control, Yinlun Co., Ltd., Aotega, Hwaseong Automobile, etc.; Electronic appliances include Joyson Electronics, Shiyun Circuit, Anjie Technology, Huguang Shares, Xingyu Shares, Shangsheng Electronics, etc.
The body and interior and exterior trim include Fuyao Glass, Dymei Co., Ltd., Xinquan Co., Ltd., Lens Technology, Jingwei Co., Ltd., Tuopu Group, Ningbo Huaxiang, Changshu Auto Accessories, Wanfeng Aowei, Huada Technology, Jifeng Co., Ltd., Molding Technology, Guangdong Hongtu, Yi'an Technology, Weitang Industry, etc.; The chassis includes Wencan Co., Ltd., Baolong Technology, Zhongding Co., Ltd., Lingyun Co., Ltd., Yunhai Metal, Jingforging Technology and so on.
Yute pointed out that with the application of Tesla's new technology, the ramp-up of new factory capacity, the upgrade of autonomous driving technology and the subsequent launch of new models, he is optimistic about the high growth opportunities of Tesla's industrial chain. It is recommended to pay attention to the core targets of the industrial chain that benefit from the expansion of Tesla's production and sales and the increase in localization rate: Tuopu Group, Xusheng Shares, Huguang Shares, Xinquan Shares, Yinlun Shares, Dymei Shares, Changshu Auto Accessories, Shangsheng Electronics, Sanhua Intelligent Control, CATL, etc.
It is recommended to pay attention to the relevant targets that benefit from the increase in the penetration rate of new technologies: Shuanghuan Transmission, Guangdong Hongtu, Wencan Co., Ltd., LK Technology, Hesheng Co., Ltd., EVE Lithium Energy, Fuyao Glass, Jingda Co., Ltd., Desay SV, Jingwei Hengrun, Huayang Group, Joyson Electronics, Keboda, etc.
(Cai Lian News Agency Rising Sun)