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Why This Analyst Thinks Tesla Is The Most 'American' Electric Vehicle Company
Why This Analyst Thinks Tesla Is The Most 'American' Electric Vehicle Company
The "Inflation Reduction Act of 2022," which would come up for voting in the Senate this week seeks to better incentivize clean energy vehicles with more U.S. content.
Morgan Stanley analyst Adam Jonas on Monday laid out his case that Tesla is the most "American" car company.
Data Points Vouch For Tesla's Americanness: Tesla's U.S. sales are 62% manufactured in U.S./Canada, based on fiscal-year 2021 model-year data from the American Automobile Labelling Act, the analyst said. Honda Motor Company Ltd (NYSE:HMC) and Stellantis NV (NYSE:STLA) are ranked second and third, with the proportion of U.S./Canada manufactured vehicles sold in the U.S. making up 55% and 46%, respectively, he added.
Source: Morgan Stanley
Related Link: Bill Gates Excited About Senate Deal On Clean Energy But….
Secondly, Tesla dominates the U.S./Canada-made EV market, Jonas said. The company has roughly two-thirds of the share of the U.S. EV market year-to-date and more than 90% of the share of battery EVs, the analyst noted. Tesla has a minimum of 50% U.S./Canada manufacturing share, he said.
Jonas noted that Nissan Motor Company Ltd's (OTC:NSANY) Leaf came in at 35% U.S/Canada manufacturing share followed by Ford Motor Company's (NYSE:F) Mustang Mach-E, which is assembled in Cuautitlan, Mexico.
"As Tesla continues to lead the industry in localizing battery/cell manufacturing in Texas and other US states (forthcoming) we would expect to see Tesla's US share of production value further increase materially over time," Jonas said.
Domestic Battery Supply Chain Warranted: The analyst called for a greater emphasis to be placed on rebuilding an on-shore renewable battery material supply chain versus demand stimulus. The current U.S. EV market, according to the analyst, is characterized by high demand relative to supply.
"Tax breaks for demand may exacerbate the issue and could represent a wealth-transfer from US taxpayers to largely foreign battery firms and Chinese dominated battery material processing," he added.
Jonas has an Overweight rating on Tesla shares and a $1,150 price target.
Price Action: Tesla closed Monday's session down modestly at $891.83, according to Benzinga Pro data.
The "Inflation Reduction Act of 2022," which would come up for voting in the Senate this week seeks to better incentivize clean energy vehicles with more U.S. content.
本周将在参议院进行投票的《2022年通胀削减法案》旨在更好地激励含有更多美国内容的清洁能源汽车。
Morgan Stanley analyst Adam Jonas on Monday laid out his case that Tesla is the most "American" car company.
摩根士丹利分析师亚当·乔纳斯周一，他提出了特斯拉是最“美国”的汽车公司的理由。
Data Points Vouch For Tesla's Americanness: Tesla's U.S. sales are 62% manufactured in U.S./Canada, based on fiscal-year 2021 model-year data from the American Automobile Labelling Act, the analyst said. Honda Motor Company Ltd (NYSE:HMC) and Stellantis NV (NYSE:STLA) are ranked second and third, with the proportion of U.S./Canada manufactured vehicles sold in the U.S. making up 55% and 46%, respectively, he added.
数据点证明了特斯拉的美国特色：这位分析师说，根据美国汽车标签法案2021财年的车型年数据，特斯拉在美国的销量有62%是在美国/加拿大制造的。本田汽车有限公司(纽约证券交易所股票代码：HMC)和Stellantis NV(纽约证券交易所股票代码：STLA)排名第二和第三，美国和加拿大制造的汽车在美国销售的比例分别占55%和46%，他补充道。
Source: Morgan Stanley
来源：摩根士丹利
Related Link: Bill Gates Excited About Senate Deal On Clean Energy But….
相关链接：比尔·盖茨对参议院就清洁能源达成的协议感到兴奋，但…。
Secondly, Tesla dominates the U.S./Canada-made EV market, Jonas said. The company has roughly two-thirds of the share of the U.S. EV market year-to-date and more than 90% of the share of battery EVs, the analyst noted. Tesla has a minimum of 50% U.S./Canada manufacturing share, he said.
乔纳斯说，其次，特斯拉主导着美国/加拿大制造的电动汽车市场。这位分析师指出，今年到目前为止，该公司在美国电动汽车市场的份额约为三分之二，在电池电动汽车市场的份额超过90%。他说，特斯拉在美国/加拿大的制造业份额至少为50%。
Jonas noted that Nissan Motor Company Ltd's (OTC:NSANY) Leaf came in at 35% U.S/Canada manufacturing share followed by Ford Motor Company's (NYSE:F) Mustang Mach-E, which is assembled in Cuautitlan, Mexico.
乔纳斯指出，日产汽车有限公司's(场外交易代码：NSANY)Leaf以35%的美国/加拿大制造业份额紧随其后福特汽车公司的(纽约证券交易所股票代码：F)在墨西哥库蒂特兰组装的野马马赫-E。
"As Tesla continues to lead the industry in localizing battery/cell manufacturing in Texas and other US states (forthcoming) we would expect to see Tesla's US share of production value further increase materially over time," Jonas said.
乔纳斯说：随着特斯拉继续在德克萨斯州和美国其他州(即将到来)本地化电池/电池制造方面引领行业，我们预计随着时间的推移，特斯拉在美国的产值份额将进一步大幅增加。
Domestic Battery Supply Chain Warranted: The analyst called for a greater emphasis to be placed on rebuilding an on-shore renewable battery material supply chain versus demand stimulus. The current U.S. EV market, according to the analyst, is characterized by high demand relative to supply.
国内电池供应链保证：这位分析师呼吁将更多的重点放在重建陆上可再生电池材料供应链上，而不是刺激需求。根据这位分析师的说法，目前美国电动汽车市场的特点是需求相对于供应很高。
"Tax breaks for demand may exacerbate the issue and could represent a wealth-transfer from US taxpayers to largely foreign battery firms and Chinese dominated battery material processing," he added.
“针对需求的税收减免可能会加剧这一问题，并可能代表着财富从美国纳税人向主要是外国电池公司的转移，以及中国主导电池材料加工，”他补充道。
Jonas has an Overweight rating on Tesla shares and a $1,150 price target.
乔纳斯对特斯拉股票的评级为增持，目标价为1150美元。
Price Action: Tesla closed Monday's session down modestly at $891.83, according to Benzinga Pro data.
价格行动：根据Benzinga Pro的数据，特斯拉周一收盘小幅下跌至891.83美元。
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moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国，moomoo上的投资产品和服务由Moomoo Financial Inc.提供，一家受美国证券交易委员会（SEC）监管的持牌主体。 Moomoo Financial Inc.是金融业监管局（FINRA）和证券投资者保护公司（SIPC）的成员。
在新加坡，moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供，该公司受新加坡金融管理局（MAS）监管(牌照号码︰CMS101000) ，持有资本市场服务牌照 (CMS) ，持有财务顾问豁免（Exempt Financial Adviser）资质。本内容未经新加坡金融管理局的审查。
在澳大利亚，moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供，该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构（AFSL No. 224663）。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件，这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大，通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供，并受加拿大投资监管机构（CIRO）监管。
在马来西亚，moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供，该公司受马来西亚证券监督委员会（SC）监管(牌照号码︰eCMSL/A0397/2024) ，持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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