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The 2022 Growth Catalyst That Can Supercharge TSLA Stock

The 2022 Growth Catalyst That Can Supercharge TSLA Stock

可以为特斯拉股票增压的2022年增长催化剂
InvestorPlace ·  2022/09/20 13:57

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Tesla (NASDAQ:TSLA) stock has spent September trekking gradually upward. Since its successful stock split, general market volatility has made it difficult for the electric vehicle (EV) leader to gain significant momentum. However, Tesla recently received a boost following an investment from Brad Gerstner of Altimeter Capital. Yesterday, the company also announced a new plan for growth, one that has the potential to significantly boost sales in Europe's growing EV market.

特斯拉(纳斯达克代码:TSLA)股市已经度过了9月的长途跋涉,逐渐上行。自成功拆股以来,由于市场普遍波动,这家电动汽车(EV)领军企业很难获得显著的增长势头。然而,特斯拉最近在布拉德·格斯特纳的投资下获得了提振高度计资本。昨天,该公司还宣布了一项新的增长计划,该计划有可能显著提升欧洲不断增长的电动汽车市场的销售。

Specifically, a Tesla insider recently indicated that the company plans on doubling unit sales from Gigafactory Berlin. This would require the company to produce a total of 80,000 for the year.

具体地说,一位特斯拉内部人士最近表示,该公司计划将柏林GigaFactory的单位销售额翻一番。这将要求该公司全年生产总计8万辆。

Despite some volatility, TSLA stock did climb when the news broke. Let's take a closer look at what investors can expect from Tesla.

尽管出现了一些波动,但消息传出后,新浪特斯拉的股价确实攀升了。让我们仔细看看投资者可以从特斯拉身上期待什么。

What This Means for TSLA Stock

这对特斯拉股票意味着什么

Tesla's push to expand and conquer international markets has been a defining trend in recent years. It has also been a reliable driver for TSLA stock, as the company has done an overall impressive job keeping pace with booming global demand for EVs. Tesla opened its Berlin factory back in March, showing the world that CEO Elon Musk has no plans to slow down. The facility even has a Giga Press, a massive casting machine that streamlines production and lowers costs.

近年来,特斯拉拓展和征服国际市场的努力一直是一个决定性的趋势。这也是特斯拉股价的可靠推动力,因为该公司在跟上全球对电动汽车蓬勃发展的需求方面总体表现令人印象深刻。特斯拉早在3月份就在柏林开设了工厂,向世界表明,首席执行官埃隆·马斯克没有放慢脚步的计划。该工厂甚至有一台Giga Press,这是一台大型铸造机,可以简化生产并降低成本。

Now, Tesla looks ready to show the world what Gigafactory Berlin can do. According to German auto news outlet Automobilwoche, a Tesla site manager expressed the facility's goal to "double sales every year, so we would be at about 80,000 units in 2022."

现在,特斯拉似乎准备向世界展示柏林巨型工厂的能力。据德国汽车新闻媒体报道汽车业,特斯拉的一位现场经理表示,该工厂的目标是“每年的销量翻一番,所以2022年我们的销量将达到8万辆左右。”

If the facility can reach that goal, it would be a significant catalyst for TSLA stock. But that doesn't mean it will be easy. As Electrek reports, Tesla finished August "just short of 25,000 deliveries." However, "Gigafactory Berlin is expected to help as it ramps up production and increases Model Y availability in the country."

如果该设施能够实现这一目标,它将对特斯拉的股票起到重要的催化作用。但这并不意味着这会很容易。AS伊莱特雷克有报道称,特斯拉8月份的交货量“仅差2.5万辆”。然而,“柏林千兆工厂预计将提供帮助,因为它提高了产量,并增加了在该国的Model Y供应。”

Tesla has proven that it can surprise skeptics and increase production despite a complicated economic landscape. But can it reach such a high number in such a short amount of time? To meet the goal, it would have to produce and sell 55,000 EVs in only a few months. Selling that many cars likely wouldn't be too difficult, but producing them in such a tight time frame is a different story.

特斯拉已经证明,尽管经济形势复杂,但它可以让怀疑者感到惊讶,并提高产量。但它能在这么短的时间内达到这么高的数字吗?为了实现这一目标,它必须在短短几个月内生产和销售5.5万辆电动汽车。销售这么多辆汽车可能不会太困难,但在如此紧迫的时间框架内生产它们就是另一回事了。

The Road Ahead

前面的路

In June, Tesla reported it had reached the milestone of 1,000 vehicles per week at the Berlin factory. But with only 15 weeks left in the year, that rate would only get Tesla 15,000 vehicles before the end of 2022. Tesla will have to ramp up production significantly if it wants to reach 80,000 EVs by the new year. Per Barron's:

今年6月,特斯拉报告称,它在柏林的工厂已经达到了每周1000辆的里程碑。但在今年只剩下15周的情况下,按照这个速度,在2022年底之前,特斯拉只能生产1.5万辆汽车。如果特斯拉想要在新的一年达到8万辆电动汽车,它将不得不大幅提高产量。人均巴伦氏病:

"Tesla has sold almost 25,000 vehicles in Germany through August. That's an increase of about 37% year over year, but only good enough to give Tesla a market share of about 1.5%."

“截至8月,特斯拉在德国已售出近2.5万辆汽车。这比去年同期增长了约37%,但仅够让特斯拉获得约1.5%的市场份额。”

While the odds may not look great, the payoff for Tesla would be significant. If the company were to double its production and sales in Germany, it would face off with some much more established competitors. In an auto market where names like BMW (OTCMKTS:BMWYY) and Mercedes-Benz (OTCMKTS:DMLRY) are highly celebrated, cutting into their market share could help restore investor confidence in TSLA stock.

虽然可能性可能不大,但对特斯拉来说,回报将是巨大的。如果该公司将其在德国的生产和销售增加一倍,它将面临一些更成熟的竞争对手。在汽车市场上,像这样的名字宝马(OTCMKTS:BMWYY)和梅赛德斯-奔驰(OTCMKTS:DMLRY)备受赞誉,削减它们的市场份额可能有助于恢复投资者对特斯拉股票的信心。

On the date of publication, Samuel O'Brient did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.

截至发稿之日,塞缪尔·奥布赖特并未(直接或间接)持有本文所述证券的任何头寸。本文中表达的观点是作者的观点,受InvestorPlace.com发布指南的约束。

Samuel O'Brient has been covering financial markets and analyzing economic policy for three-plus years. His areas of expertise involve electric vehicle (EV) stocks, green energy and NFTs. O'Brient loves helping everyone understand the complexities of economics. He is ranked in the top 15% of stock pickers on TipRanks.

三年多来,塞缪尔·奥布赖特一直在报道金融市场和分析经济政策。他的专业领域涉及电动汽车(EV)股票、绿色能源和NFTs。奥布赖特喜欢帮助每个人理解经济学的复杂性。他在TipRanks上排名前15%的选股人。

The post The 2022 Growth Catalyst That Can Supercharge TSLA Stock appeared first on InvestorPlace.

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