Electronic enthusiasts eight o'clock: Tesla's $50 billion market capitalization has surpassed Ford and GM, ranking first in the US automakers.
The soaring share price does not seem to be sustainable. Tesla founder Musk recently admitted that Tesla's stock price is too high, the market value can not be guaranteed for a long time, the company may not be worth the money.
As of July 6, due to lower-than-expected sales in the second quarter, Tesla shares fell nearly 20% from the highs reached at the end of June.
As the first batch of Tesla Model3 delivery days approached, external doubts gradually emerged. The first is whether Model3 can meet sales expectations. Mask said last year that Model3's annual production will reach 100,000 to 200,000 units. However, according to the latest plan, Model3 will not produce 20,000 units by the end of this year; and Tesla's delivery in the second quarter is significantly lower than that. The company is expected to attribute the lack of battery supply.
The second is the high-profile declaration of war by traditional automakers. Both Volvo and Volkswagen have announced that they will aggressively enter the field of electric vehicle manufacturing, and they have greater mass production advantages than Tesla. Volvo said that the new models launched from 2019 will all be powered by electric vehicles; Volkswagen also said that the new hatchback electric car Neo is equivalent to the electric version of Golf, the price is the same as Golf, and the cruising range can reach 600 kilometers. This means that traditional car manufacturers still have the capabilities that Tesla does not have.
At the same time, Chinese electric vehicle manufacturers are also posing a threat to Tesla. BYD recently announced that it will expand its production line in the United States. BYD will sell more electric buses in the United States.
Compared with Tesla's annual sales of 76,000 units, BYD's annual sales of electric vehicles have reached 100,000 units. And BYD's advantage in battery life, the share of the US electric bus market is much higher than other competitors. BYD said its battery has been able to reach a 12-year life.
In addition, the security issue is also a big hidden danger for Tesla. Recently, a Tesla ModelS lost control when it turned in Minnesota, rushing out of the road and drove the driver, and the driver and four passengers were slightly injured. It was alleged that after the driver turned on the Autopilot mode, the vehicle suddenly accelerated, causing the road to rush out.
The flaw in Autopilot is not the first time it has been questioned. In May last year, Tesla had the first auto-driving car accident in the United States.
Despite the difficulties, Tesla still faces great opportunities. Apple analyst GeneMunster believes that the Tesla Model3 release is as much as Apple's iPhone. This means that Tesla will bring electric vehicles that can be accepted by ordinary consumers into the “home of ordinary peopleâ€.
More importantly, the popularity of Model3 will also change people's perception of the new mode of transportation, which is of great significance for the promotion of smart city development and energy conservation in the next decade.
Tesla has joined forces with French renewable energy company Neoen to announce an investment in the world's largest lithium battery plant in South Australia.
From Tesla to SpaceX to the recent BoringCompany, no one would doubt Musk's strategic vision. For Tesla, the biggest question now is how to fulfill the promises that Musk made. Because when electric vehicles are to achieve mass production, it is difficult to avoid the same problems as traditional manufacturers. Tesla must pay attention to quality rather than speed, because any small mistake will cost the company a huge price.
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