$Tesla (TSLA.US)$ Now the whole network is discussing whethe...
$Tesla(TSLA.US$ Now the whole network is discussing whether this wave of decline in the NEV sector is a trap or an opportunity. Let me share my views.
First, $TSLA.US (TSLA.US) $ recently released a new financial report, showing that at the end of the third quarter, it was still 500,000 units short of the annual target, but Musk is still very confident in completing the tasks for the whole year. After all, Tesla's Chinese factory can deliver in a few weeks, which will trigger some speculation, such as price cuts...
Of course, even if his confidence is bragged, the Model Q will probably come out next year. The pricing directly indicates the domestic brand $BYD (002594.SZ) $'s advantage zone between 10w-20w (including some mainstream models from the new second-tier forces). Although some people think that Tesla's handling of space and interior details is not that satisfactory, as someone who has driven Tesla and domestic new energy, if the price is in the same range, Tesla will reduce the maintenance of any domestic new energy. This is still without considering that next year's subsidies will be reduced to the end (Tesla does not rely on subsidies). Of course, if they are government agency friends, they probably won't choose Tesla. Once the wolf actually comes, we need to consider, like Xiaomi two years ago, you attack me at the low end, and I work on the high end. Success or failure is very difficult to predict, so it is quite understandable to sell a portion of the position to take refuge first. For example, it was revealed yesterday that a well-known fund manager is selling new energy positions, adding some sectors that have been adjusted for many years. Now that it is the fourth quarter, there is no need for fund managers to take this risk.
The remaining aspect is charging. Regardless of the data from any channel, the penetration rate of new energy vehicles in September was around 30%, with 3 new energy vehicles in 10 cars. For some regions, there aren't that many branded overcharging stations, and fast charging also takes a few tens of minutes. If it's slow charging... it's best to have a private parking space or garage for easy installation. However, charging infrastructure, including operation and maintenance, takes time to build. This is an important factor limiting the sales volume of new energy vehicles.
So, from a personal perspective, can the NEV industry chain invest? Yes! However, on the winning side, they prefer large-scale, low-cost leaders, and they won't increase the peace of mind that everyone had to improve together before! From a growth perspective, I'm probably more optimistic about companies in the charging/switching ecological industry chain, such as $NAAS.US (NAAS.US) $. There are also some A-shares, which are not that pure! Even though we may not have reached the accelerated monetization period of commercialization now, upstream orders are increasing rapidly. Perhaps the current energy storage sector is tougher than the new energy vehicle sector, which is a more appropriate logic. Of course, there is also the smart car industry chain!
First, $TSLA.US (TSLA.US) $ recently released a new financial report, showing that at the end of the third quarter, it was still 500,000 units short of the annual target, but Musk is still very confident in completing the tasks for the whole year. After all, Tesla's Chinese factory can deliver in a few weeks, which will trigger some speculation, such as price cuts...
Of course, even if his confidence is bragged, the Model Q will probably come out next year. The pricing directly indicates the domestic brand $BYD (002594.SZ) $'s advantage zone between 10w-20w (including some mainstream models from the new second-tier forces). Although some people think that Tesla's handling of space and interior details is not that satisfactory, as someone who has driven Tesla and domestic new energy, if the price is in the same range, Tesla will reduce the maintenance of any domestic new energy. This is still without considering that next year's subsidies will be reduced to the end (Tesla does not rely on subsidies). Of course, if they are government agency friends, they probably won't choose Tesla. Once the wolf actually comes, we need to consider, like Xiaomi two years ago, you attack me at the low end, and I work on the high end. Success or failure is very difficult to predict, so it is quite understandable to sell a portion of the position to take refuge first. For example, it was revealed yesterday that a well-known fund manager is selling new energy positions, adding some sectors that have been adjusted for many years. Now that it is the fourth quarter, there is no need for fund managers to take this risk.
The remaining aspect is charging. Regardless of the data from any channel, the penetration rate of new energy vehicles in September was around 30%, with 3 new energy vehicles in 10 cars. For some regions, there aren't that many branded overcharging stations, and fast charging also takes a few tens of minutes. If it's slow charging... it's best to have a private parking space or garage for easy installation. However, charging infrastructure, including operation and maintenance, takes time to build. This is an important factor limiting the sales volume of new energy vehicles.
So, from a personal perspective, can the NEV industry chain invest? Yes! However, on the winning side, they prefer large-scale, low-cost leaders, and they won't increase the peace of mind that everyone had to improve together before! From a growth perspective, I'm probably more optimistic about companies in the charging/switching ecological industry chain, such as $NAAS.US (NAAS.US) $. There are also some A-shares, which are not that pure! Even though we may not have reached the accelerated monetization period of commercialization now, upstream orders are increasing rapidly. Perhaps the current energy storage sector is tougher than the new energy vehicle sector, which is a more appropriate logic. Of course, there is also the smart car industry chain!
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sincere Hamster_2458 : The price has really been reduced.