[trend of individual stocks]
6 September to 9 September
Last week, the S&P 500 rose 3.65%, the Nasdaq Composite Index rose 4.14% and the Dow Jones Industrial Average rose 2.66%.
Tesla’s US stocks rose 10.91% last week.Last week, the total turnover was 60.781 billion US dollars. As of last week’s close, the stock price of US stocks was 29.968 US dollars, with a market value of 243.944 billion US dollars. The cumulative monthly increase of US share capital is 8.73%, the cumulative decline this year is 71.64%, and the cumulative decline in the past 52 weeks is 59.3%.
[Company comparison]
[Related News]
Tao Lin, Vice President of Tesla: At present, the localization rate of Tesla Giga Shanghai’s industrial chain has reached 95%
According to Zhongxin. com, Tao Lin, vice president of Tesla: At present, the localization rate of Tesla Giga Shanghai’s industrial chain has reached 95%] Tao Lin, vice president of Tesla, said that the localization rate of Shanghai’s super factory industrial chain has reached 95%, and a "four-hour circle of friends" has been established in the Yangtze River Delta region such as Shanghai, Suzhou, Ningbo and Nantong, forming a full ecological chain of new energy automobile parts, and also opening up the national automobile industrial chain market, forming a complete "safe, independent and controllable" industrial ecology.
Musk’s agreement to acquire Twitter has been terminated.
On September 9, local time, the lawyer of Tesla CEO Musk said that because Twitter recently reached an agreement with a whistleblower and paid him $7.75 million, Musk’s agreement to acquire Twitter for $44 billion has been terminated.
The German Federal Automobile Transportation Authority asked Tesla to optimize the automatic driving system.
A spokesman for the German Federal Automobile Transport Authority (KBA) said that an "abnormal situation" was found in the investigation of Tesla’s automatic driving function. The spokesman said that although some problems found in the survey since the beginning of this year have been optimized, there are still some outstanding problems.
Tesla entered the electric vehicle industry more than 10 years earlier than Xiaomi Lei Jun: At the beginning of the competition, Xiaomi had many opportunities.
Lei Jun, founder of Xiaomi Group, said on the social platform that Tesla entered the electric vehicle industry more than 10 years earlier than Xiaomi. Some people think that Xiaomi has missed the time window to enter the electric vehicle industry. I don’t agree with this. The game has just begun. I think Xiaomi still has many opportunities. Previously, at the Xiaomi conference in August, Lei Jun revealed that Xiaomi Automobile will use the full-stack self-developed algorithm to support autonomous driving. In Lei Jun’s view, "Xiaomi’s opportunity lies in autonomous driving". Lei Jun believes that autonomous driving is the key point for smart electric vehicles to win.
Tesla Chinese mainland’s 9000th super charging pile officially landed.
According to the official website of Tesla, the 9000th super charging pile of Tesla Chinese mainland officially landed.
Tesla: Employees need to stably output 8,800 high-voltage battery packs every week.
Tesla told the employees of the super factory that they need to stably output 8800 high-voltage battery packs every week; Chris Lister, vice president of operation of Tesla Super Factory, has left the company.
Tesla is considering building a lithium refinery on the Texas coast or in Louisiana.
Tesla is considering building a lithium refinery on the coast of Texas or Louisiana to seek tax relief, and is currently evaluating the plan to build a lithium refinery in Texas; Construction may start in the fourth quarter of 2022 at the earliest, but commercial production will not be realized until the fourth quarter of 2024. Tesla told the Texas government that if the factory is completed, it will provide the necessary supply chain for large-scale electric vehicle batteries. Tesla also said that compared with the traditional process, the process it will use is "innovative and aims to consume less dangerous reagents and produce usable by-products".
Tesla CEO Musk: We have had some promising conversations with Apple about the connection of Starlink.
Tesla CEO Musk: We have had some promising conversations with Apple about the connection of Starlink, and the iPhone team is obviously super smart.
Tesla increases recruitment of super factories in California
According to Electrek, Tesla (TSLA.O) is increasing the recruitment of super factories in California, with the goal of producing 40 GWh battery unit Megapack every year. Tesla has published 37 job vacancies in California Superfactory in official website, most of which are related to engineering and quality control, but there are also some production jobs, which usually means that it is close to the start of production.
In August, Tesla China exported 42,463 vehicles.
Association: In August, 77,000 new energy passenger cars were exported, and 42,463 Tesla China cars were exported.
The Canadian Minister of Industry confirmed that he was negotiating with Tesla to build a factory.
On Wednesday, local time, Francois-Philippe Champagne, Minister of Industry of Canada, said on Wednesday that he was discussing with Tesla and other automakers to build more production lines in Canada. In response to reports that Tesla wants to build a factory in Canada, it responded, "Yes, I am communicating with them."
Analysts predict that Tesla will deliver more than 500,000 vehicles in the fourth quarter, a year-on-year increase of 50%.
According to analyst Trip Chowdhry, Tesla is expected to deliver more than 500,000 electric vehicles in the fourth quarter of 2022, a year-on-year increase of over 50%. This is the conclusion reached after Chowdhry visited Tesla factory and Tesla adjusted its production plan and increased its production capacity. Chowdhry is not the only one who came to this conclusion, but George Gianarikas from Canaccord Genuity also holds a similar view.
Analyst: Tesla may deliver more than 500,000 cars in the fourth quarter, or half in Shanghai.
Trip Chowdhry, an analyst at Global Equities Research, predicted that Tesla would create a "record delivery quarter" this year. According to the observation of Tesla’s factory in fremont and the new factory in Texas, Chowdhry predicts that Tesla will deliver more than 500,000 vehicles in the fourth quarter of 2022, including 145,000 vehicles in fremont, 246,000 vehicles in Shanghai and 60,000 vehicles in Berlin and the new factory in Texas, totaling 511,000 vehicles.
The Canadian Minister of Industry said that he was in talks with Tesla about building a factory.
Francois-Philippe Champagne, Canadian Minister of Industry, said in an interview with the media that he was in talks with Tesla and other automakers. He said: "I think Canada is becoming the first choice for the development of automobile industry and aerospace industry." When asked about Tesla’s plan to build a factory in Canada, he said, "Yes, I am in talks with them, and I am also in talks with other automakers."
Musk’s request to postpone the trial of Twitter was rejected.
Musk’s request to postpone the trial of Twitter was rejected, but he was allowed to use the Twitter whistleblower’s complaint in the trial.
The delivery time of Tesla China Model 3 was shortened to 6-10 weeks.
On September 7th, according to Tesla China official website, at present, the estimated delivery time of the rear-wheel drive version and the high-performance version of Tesla Model3 has been shortened to 6-10 weeks. Prior to this, the estimated delivery time of Model3 was 12-16 weeks.
Musk worried that World War III suggested postponing Twitter transactions.
Musk expressed his hope to "slow down" the acquisition of Twitter for $44 billion. He said in a private message that "if we are about to fall into World War III", it is meaningless to acquire Twitter. These private messages were exposed at Tuesday’s hearing, which involved postponing the trial of Musk’s acquisition of Twitter in October. When Musk’s text message was read, Twitter’s lawyer reiterated the company’s argument that Musk had violated the contract and his only motive for trying to withdraw from the transaction was personal financial problems. Musk’s lawyer argued at the hearing that Twitter did not find any evidence that Musk gave up the deal for economic reasons.
Tesla received a 50 million euro order from Fleetpool, a German car subscription supplier.
According to Teslarati, Tesla received a large order of 50 million euros from German car subscription supplier Fleetpool. On Tuesday, local time, Fleetpool announced that it will order Tesla cars worth more than 50 million euros this year. This order makes Fleetpool one of Tesla’s biggest customers in Germany. It is reported that Fleetpool will order Model 3 and Model Y, and plans to provide these cars to private and corporate customers. In addition, the company said that it plans to buy electric vehicles with a total value of about 400 million euros by 2023, but has not disclosed which brands these cars will come from.
Tesla continues to shorten the delivery time in China.
According to the information of Tesla China website, the latest waiting time of the entry-level rear-wheel drive Model 3 and the performance version of the dual-motor all-wheel drive Model 3 is 6-10 weeks, which is 6 weeks shorter than the previous 12-16 weeks. The expected delivery date of the Model Y long-life version with dual-motor all-wheel drive is 10-14 weeks, which is 6 weeks less than the previous 16-20 weeks. The waiting time of Model Y performance version with dual-motor all-wheel drive has also been reduced by six weeks, from 12-16 weeks to 6-10 weeks. The current expected delivery date of the entry-level Model Y with rear-wheel drive is still 1-4 weeks.
It is said that Tesla still has problems in mass production of 4680 batteries.
According to electrek, Tesla has encountered problems in increasing the mass production of its 4680 battery, especially the dry coating technology. It is reported that most of the manufacturing steps can be eliminated by dry coating technology of battery packs, thus reducing the manufacturing cost of batteries. However, according to sources, small batch production of 4680 batteries can be realized, and in mass production, because of this technology, there is a problem with the yield.
Musk: Ordering a Powerwall, a household energy storage battery, should be possible by the end of the year.
Musk said on Twitter that at present, the supply is insufficient, but ordering a home energy storage battery Powerwall itself should be possible by the end of the year.
Musk and Twitter will face each other at this week’s comprehensive hearing.
The Delaware judge in charge of hearing the lawsuit between Musk and Twitter arranged a hearing this week to make oral statements on a series of issues, including Musk’s request to amend his counterclaim. Judge Kathaleen McCormick said in a document last Friday that she would consider several pending legal motions put forward by both sides. For example, Musk recently requested that the allegations in the whistleblower complaint of former Twitter security director Pieter Zatko be added to his counterclaim. Musk also called for a five-day trial without jury to be pushed from October to November this year. The comprehensive hearing scheduled to be held in Delaware on Tuesday shows that the lawsuit has been very strong, and it also marks the escalation of the dispute that has experienced many dramatic twists and turns. The result may allow or prevent any party from obtaining more emails, texts, data and legal claims.
It is reported that Samsung Motor won the largest order for camera modules in Tesla’s history.
According to BusinessKorea, major camera module companies such as LG Innotek and Samsung Electric have turned their attention from smartphones to cars. Samsung Motor has been selected by Tesla as the camera module supplier of its electric truck. The value of the contract is unclear, but it is said to be the largest single camera module order in history.
Tesla has officially raised the price of FSD in the United States to $15,000.
Tesla has officially raised the price of FSD in the United States to $15,000.
Tesla is recruiting technicians to prepare for the delivery of Semi electric semi-trailer trucks.
According to media reports, Tesla official website information shows that the company is recruiting technicians for the Semi service program to prepare for the delivery of Semi electric semi-trailer trucks to customers. It is reported that Tesla launched its Semi electric semi-trailer truck in November 2017, which uses the company’s 4680 battery. With a full load of 36 tons of goods, the acceleration time of this truck is 20 seconds per 100 kilometers, which is about half of the acceleration time of traditional trucks. In the no-load state, the acceleration time of this truck is about 5 seconds.
Tesla is about to enter the Thai market and start recruiting consultants and other positions in Bangkok.
According to TESLARATI’s report today, Tesla recently released the recruitment information in Bangkok, recruiting consultants, office administrators, senior recruiters, vehicle technicians, public policy and business development managers, internal sales consultants and other personnel. Among them, the public policy and business development manager will be responsible for contacting Thai government officials on behalf of Tesla to discuss the policies and regulations affecting Tesla in Thailand. This series of recruitment shows that Tesla is about to enter the Thai market.
[US stock rating]
On September 6th, Wolfe Research rated Tesla as a outperformer with a target price of $360.00.
This article comes from the theme of Hong Kong-US Datalink. Click to read more about Hong Kong-US companies > > >