Tesla-CATL 'Power Couple' Can Recharge US EV Market, Says Morgan Stanley Analyst Adam Jonas: '...Could Be A Game-Changer'
Tesla-CATL 'Power Couple' Can Recharge US EV Market, Says Morgan Stanley Analyst Adam Jonas: '...Could Be A Game-Changer'
Morgan Stanley analyst and Tesla Inc (NASDAQ:TSLA) bull Adam Jonas believes a partnership between the U.S. EV giant and Chinese battery maker CATL could be a game-changer with the 'power-couple' potentially recharging the U.S. EV market.
摩根士丹利分析师兼特斯拉公司(纳斯达克股票代码:TSLA)牛市亚当·乔纳斯认为,这家美国电动汽车巨头与中国电池制造商宁德时代之间的合作伙伴关系可能会改变游戏规则,“动力情侣” 有可能为美国电动汽车市场注入活力。
What Happened: Jonas believes that the U.S. EV market is in dire need of high-quality cheaper batteries for which it needs to rely on China despite the complicated geopolitics and security concerns. While the U.S. EV market is under-penetrated, China's is highly penetrated with an oversupply of batteries, he noted.
发生了什么:乔纳斯认为,尽管地缘政治和安全问题错综复杂,但美国电动汽车市场迫切需要更便宜的高质量电池,需要依赖中国。他指出,尽管美国电动汽车市场渗透不足,但中国的渗透率很高,电池供过于求。
The analyst was referring to recent reports that CATL is working with Tesla on a fast-charging battery in Nevada. Neither of the two companies have confirmed the report.
该分析师指的是最近有关CATL正在内华达州与特斯拉合作开发快速充电电池的报道。两家公司均未证实该报告。
However, the U.S. EV giant is looking to make a cheaper EV, expected to be priced around $25,000, and would require Chinese cooperation to enable this price point, as per Jonas. Currently, CATL cannot sell directly into the U.S. but can license their battery tech for a royalty fee.
但是,根据乔纳斯的说法,这家美国电动汽车巨头正在寻求生产更便宜的电动汽车,预计售价约为25,000美元,并且需要中国的合作才能实现这个价位。目前,CATL无法直接向美国销售电池技术,但可以收取特许权使用费来许可其电池技术。
"We've long written about the need for the US to engage with ('on-ramp') Chinese EV technology to drive higher EV penetration. In our view, this will require a degree of westernization of Chinese tech to be palatable in the US given the rising protectionist sentiment (both in the US and Europe)," the note read.
“我们长期以来一直在写关于美国需要参与('入口')中国电动汽车技术以推动更高的电动汽车普及率的文章。我们认为,鉴于保护主义情绪的上升(美国和欧洲),这将需要一定程度的中国科技西方化才能在美国受到欢迎,” 该报告写道。
Jonas has a price target of $320 on Tesla and an 'overweight' rating.
乔纳斯将特斯拉的目标股价定为320美元,评级为 “增持”。
Price Action: Tesla shares closed up 2.92% at $177.67 on Tuesday. The stock is down nearly 28.5% year-to-date, according to Benzinga Pro.
价格走势:特斯拉股价周二收盘上涨2.92%,至177.67美元。根据Benzinga Pro的数据,该股今年迄今已下跌近28.5%。
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