一周车市热梗：特斯拉业绩暴雷一夜蒸发5743亿，豪华品牌利润下滑

一周车市热梗：特斯拉业绩暴雷一夜蒸发5743亿，豪华品牌利润下滑

Tesla Thunder Market Value Evaporates 574.3 billion Overnight Welcome to watch the hot car market for a week. Like attention Take you to be the person who knows the most about car gossip. Yesterday Tesla released its 23-year annual report and fourth-quarter earnings. of which total revenue in the fourth quarter was 25.17 billion

It’s a lot lower than the market’s expectations. In particular, the gross profit for the whole year has changed from 25.6 percent in 2 years. That’s down from 18.2 percent last year. The capital market’s confidence in Tesla has been greatly reduced. Beijing time on January 26 Tesla has fallen more than 12%.

The market value evaporated 574.3 billion And in the face of questioning Musk responded. Tesla is in between two major waves of growth The first time is the global sales of Tesla model three and y. And the next one is the birth of a new model.

It will be officially listed in about 25 years. What about Musk’s new car? It is also the so-called model q that many people have been waiting for for a long time. This is a smaller size Lower priced models If only three years ago I believe this will be a global super-explosive model.

But in 2024 All this is really not necessarily The landing of BYD’s overseas factory and the gradual launch of models such as posters It puts a lot of pressure on Tesla. Musk also talked about it on social media. He said he felt it deeply. Pressure from Chinese car companies Look at the world.

Chinese cars are the most competitive. If there are no trade barriers Chinese cars can kill most of the world’s car companies Have to say ah The old horse still prefers to tell the truth US Congress bans purchase of batteries from CATL and BYD According to Singapore’s Lianhe Zaobao

S. Congress to try to push further The Decoupling of the Pentagon’s Supply Chain from China MOD procurement will be prohibited from containing the Ningde era Four Chinese battery companies including BYD Then why don’t the commercial end be used together? The answer is actually very simple ah

Because American car companies can’t get rid of it at this stage. Batteries from China Ford, for example, uses technology licensed from the Ningde era. to be able to produce a battery What about Tesla’s model y overseas version It directly uses BYD’s blade battery. I repeatedly said a point of view Look Global

Only our Chinese market is relatively fair Although we are also pushing the new energy curve overtaking But essentially we’re just giving new energy benefits. Did not deliberately to suppress the fuel car And new energy either green card policy Subsidies from previous years. are treated equally

Whether you are a domestic joint venture or even a sole proprietorship. They all enjoy the same benefits. The rise of our own brands It grew up in a fair and equitable environment. And now the export of domestic cars It’s not as smooth as everyone thinks.

In particular, the European market is hostile and unfair. They’re trying to stop us from developing. But independent brand to the world We became the first car power I think it’s just a matter of time Luxury Brand Profits Plunge 2024 The final sales of the major brands are out.

One of the more interesting phenomena BMW Mercedes-Benz and Audi sold 825000 765000 and 729000 BMW and Audi are basically flat. No obvious growth Audi’s price cut is relatively large. an increase of 13.5 percent But anyway, ah All three are still growing. It’s much better than Japanese cars.

But you take a closer look at the profits in the first three quarters. Of the three, only Mercedes-Benz increased by 2% year-on-year. Reaching the 15.3 billion And Audi only has 4.6 billion Year-on-year decline of 26.4 percent BMW is only 9.55 billion year-on-year plunge by 41.8 percent

Then let’s do a very simple math problem. Sales boosted profits And almost halved This is why That must be the price of a bicycle or it’s falling. This fully illustrates a problem 2023 China’s new energy market In particular, the new internal volume has greatly affected the bba market.

A lot of people are still talking BBA is alone. completely unaffected But it turns out they’re also trading the market for a price cut. Especially in the case of no significant improvement in new energy Lack of new growth. BMW is the best new energy layout in luxury brands

But if you look closely, you’ll see BMW’s I-series has gone from its previous Become a different look Basically all the new cars are used. The same shape as the fuel car and gives a lower price This year, whether it is ideal for the future, Tucki or the world, etc.

Both gave high sales expectations. If we can really achieve For the BBA. The impact will be very large Toyota said Zhang Nan Electric vehicles account for up to 30% of the global market share. Akio Toyoda once again bombarded the electric car in front of the media

He said Toyota will continue to increase engine research and development. This era cannot become the era of electric cars. He thinks Pure trams account for at most 30% of the world’s share. And the rest of the share will be made up of fuel trucks. new energy vehicle

Composition of light fuel vehicles and hybrid vehicles Tell the truth I agree with most of what he said. On a 30% share It is true that there has been a relatively optimistic estimate in recent years. Currently 1 year Total global car sales will probably be around 82 million

The 30% is about 25 million This number is already quite high. But I also want to say one more word The vast majority of these contributors It must have come from our domestic cars. On the one hand, China’s new energy market is rapidly improving

On the other hand, the new energy of domestic cars goes to sea. They will be the biggest beneficiaries. As for why it is difficult for the world to improve quickly The fundamental reason is that they protect themselves. Recently, we have also seen many countries delay The issuance of this ban on burning

Environmental protection is always a false proposition. Or is it an excuse more or interest-driven Can new energy be done? I don’t know But the plug-in hybrid has really become the mainstream over the years. BYD’s dm It occupies more than 60% of the plug-in share in the country.

Overseas markets have also been exporting rapidly. The rest like ideal Geely Great Wall Chery, wait. They do have an engine But compared to before The technical dependence on the engine is obviously not so high. Toyota continues to slant Will it be a turning point in history?

OK, this is the content of this issue. We’ll see you next time. Bye

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