Tesla's performance inflection point in the hottes

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Electrical equipment industry: Tesla's performance inflection point appears, giving birth to opportunities for industrial chain expansion

Tesla develops, produces and sells high-performance pure electric vehicles, solar power generation and energy storage systems, and is committed to promoting the global transformation to sustainable energy. The company has a corporate culture of unremitting pursuit of perfection and innovation. With the world's top battery management system, stable battery supply and super charging pile network, the vertical R & D mode builds core technical barriers. The few and refined product lines reflect the beauty of minimalism. The creation of Model3 popular models will shape brand loyalty and strengthen cost advantages. Just as Ford invented the Model T in the 20th century, Tesla is also leading a new round of change through product popularization and cost reduction

model3 gradually promoted the popularization of electric vehicles in large quantities, and the scale effect began to appear:

benefited from the solution of Model3's production bottleneck and the improvement of sales volume, Tesla achieved the maximum profit in a single quarter, the cash flow situation improved, and the performance showed an inflection point. In 2018, Q3 revenue was $6.824 billion, GAAP net profit was $312 million, operating cash flow was $1.39 billion, and gross profit margin was 22.33%. GWT series high temperature creep endurance testing machine is a model developed by Jinan new era assaying Instrument Co., Ltd., and the sales of models, modelx and Model3 in the current quarter are 14470, 13190 and 56065 respectively, of which the gross profit margin of Model3 is more than 20%, and the sales revenue ranks first and fifth in the U.S. car market in the current quarter. It is at the stage of the maximum slope of the S-shaped capacity rise curve. The output of Model3 in the last week of Q3 2018 can reach 5300 units, and the labor time per unit product has decreased by more than 30% month on month. At present, it is lower than models and X. the target weekly output of Model3 in Fremont factory in the future is 10000 units

most suppliers are independent suppliers, committed to maintaining a stable long-term cooperative relationship:

Tesla's supply chain management has the characteristics of stability, long-term and reasonable pricing. Due to customization, most suppliers are independent suppliers. When the internal cost of the company realizes the scale effect and the global sales volume enters the curve stage of increasing slope, suppliers who can respond in time and meet the high-quality supply will benefit from the increase in product volume brought by this process. Tesla is transitioning from an early stage of development to a period of rapid growth, so it gives small and medium-sized suppliers the opportunity to grow and develop with the company, covering an area of 8000 square feet

Shanghai Super factory is advancing steadily, and localization production releases great opportunities:

in July 2018, Tesla signed an agreement with the Shanghai municipal government, announcing that Tesla China factory will be settled in Lingang and will be put into operation by the end of 2021 according to the land auction contract. The sales revenue of reaching production is not less than 75billion yuan per year, the total tax revenue is not less than 2.23 billion yuan, and the sales models include Model3 and modely. The long-term goal of Tesla's mass market products is to face the local market and produce locally. Backed by China's huge new energy vehicle market, there are also load test sites in accordance with DIN EN 22088 ⑶. Shanghai Super factory will bring huge business increment to local suppliers

key targets: high-quality enterprises recommended to enter Tesla supply chain, evaluation information of non intentional additives of Xusheng and Sanhua intelligent control, and compliance of total migration volume (only molded products), etc

risk tip: Model3 capacity ramp up and product sales did not meet expectations; Changes in the technical route of new energy vehicles; The sales volume in the United States is affected by the gradual elimination of subsidies

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