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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.
本週將在參議院進行投票的《2022年通脹削減法案》旨在更好地激勵含有更多美國內容的清潔能源汽車。
Morgan Stanley analyst Adam Jonas on Monday laid out his case that Tesla is the most "American" car company.
摩根士丹利分析師亞當·喬納斯週一，他提出了特斯拉是最“美國”的汽車公司的理由。
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.
數據點證明瞭特斯拉的美國特色：這位分析師説，根據美國汽車標籤法案2021財年的車型年數據，特斯拉在美國的銷量有62%是在美國/加拿大製造的。本田汽車有限公司(紐約證券交易所股票代碼：HMC)和Stellantis NV(紐約證券交易所股票代碼：STLA)排名第二和第三，美國和加拿大製造的汽車在美國銷售的比例分別佔55%和46%，他補充道。
Source: Morgan Stanley
來源：摩根士丹利
Related Link: Bill Gates Excited About Senate Deal On Clean Energy But….
相關鏈接：比爾·蓋茨對參議院就清潔能源達成的協議感到興奮，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.
喬納斯説，其次，特斯拉主導着美國/加拿大製造的電動汽車市場。這位分析師指出，今年到目前為止，該公司在美國電動汽車市場的份額約為三分之二，在電池電動汽車市場的份額超過90%。他説，特斯拉在美國/加拿大的製造業份額至少為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.
喬納斯指出，日產汽車有限公司's(場外交易代碼：NSANY)Leaf以35%的美國/加拿大製造業份額緊隨其後福特汽車公司的(紐約證券交易所股票代碼：F)在墨西哥庫蒂特蘭組裝的野馬馬赫-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.
喬納斯説：隨着特斯拉繼續在德克薩斯州和美國其他州(即將到來)本地化電池/電池製造方面引領行業，我們預計隨着時間的推移，特斯拉在美國的產值份額將進一步大幅增加。
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.
國內電池供應鏈保證：這位分析師呼籲將更多的重點放在重建陸上可再生電池材料供應鏈上，而不是刺激需求。根據這位分析師的説法，目前美國電動汽車市場的特點是需求相對於供應很高。
"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.
“針對需求的税收減免可能會加劇這一問題，並可能代表着財富從美國納税人向主要是外國電池公司的轉移，以及中國主導電池材料加工，”他補充道。
Jonas has an Overweight rating on Tesla shares and a $1,150 price target.
喬納斯對特斯拉股票的評級為增持，目標價為1150美元。
Price Action: Tesla closed Monday's session down modestly at $891.83, according to Benzinga Pro data.
價格行動：根據Benzinga Pro的數據，特斯拉週一收盤小幅下跌至891.83美元。
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moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國，moomoo上的投資產品和服務由Moomoo Financial Inc.提供，一家受美國證券交易委員會（SEC）監管的持牌主體。 Moomoo Financial Inc.是金融業監管局（FINRA）和證券投資者保護公司（SIPC）的成員。
在新加坡，moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供，該公司受新加坡金融管理局（MAS）監管(牌照號碼︰CMS101000) ，持有資本市場服務牌照 (CMS) ，持有財務顧問豁免（Exempt Financial Adviser）資質。本內容未經新加坡金融管理局的審查。
在澳大利亞，moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供，該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構（AFSL No. 224663）。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件，這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大，透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供，並受加拿大投資監管機構（CIRO）監管。
在馬來西亞，moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供，該公司受馬來西亞證券監督委員會（SC）監管(牌照號碼︰eCMSL/A0397/2024) ，持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
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., 是關聯公司。
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