Tesla profit or become a "short check" How to create new forces together
In 2017, Tesla held the Model 3 delivery ceremony at the California plant, attracting many fans. However, in 2018, the capacity of the Model 3 model, which was once called “will help Tesla to achieve full profitabilityâ€, did not meet expectations. After a continuous loss, Tesla's profitability is still unknown. Visual China for the picture
The hanging heart has not been put down for a long time, and Tesla CEO Elon Musk, who has just finalized the establishment of a factory in China, is afraid to "brow the brow" because of the profit problem.
Recently, the US "Wall Street Journal" quoted a memo issued by Tesla to a global supply manager, "Tesla asked some suppliers to return the funds they paid before to help them achieve profitability." Reuters pointed out that the outside world is concerned that this memo shows that Tesla, which is losing money, is in urgent need of cash to support current operations and multiple long-term projects.
Tesla responded that the company asked no more than 10 suppliers to cut "the overall capital expenditure on long-term projects that began in 2016 but has not yet been completed" and said that price adjustments will "improve Tesla's future cash." Flow, but it will not affect its ability to make a profit in the third quarter. The incident once again caused concern about Tesla's profitability.
15 years of continuous loss Tesla can continue to magic
In fact, since its establishment in Silicon Valley in the United States in 2003, Tesla, considered to be the "origin of luxury electric vehicles," has never made a profit in 15 years.
At the beginning of this year, the Tesla Model 3 model's capacity to reach the target, lack of funds and other news frequently appeared in the newspaper. Data shows that Tesla's first quarter revenue of $3.41 billion, a year-on-year increase of 26%, is also the highest historical quarterly revenue; net loss of 785 million US dollars, nearly doubled last year's 397 million loss, is the highest historical quarterly net loss, It was also the fifth consecutive quarterly financial report recorded a net loss.
"This is Tesla's latest bankruptcy." As the company continues to lose money, stock prices and other factors fermented, Tesla will be bankrupt.
There is a view that the inability to control fixed costs, inefficient production operations and the lack of a dealer network will become Tesla's “dead holeâ€; but some opponents say that once Model 3 breaks through the capacity bottleneck, Tesla will be expected to be short. Solve the problem of “negative cash flow†in time and return to the right track.
In fact, in order to achieve profitability, Tesla made all the stops. In June of this year, Tesla announced that it would lay off 9% of its employees to save the company's costs and achieve profitability in the electric vehicle market as much as possible. This layoff has also created the largest number of Tesla's founders in 15 years.
Musk said that Tesla is not only a profit-oriented automaker. Tesla has always been committed to promoting sustainable development and green energy in the world, but Tesla has the ability to achieve ultimate profitability. In this layoff, employees in the production department will not be laid off.
"Sales must be higher than costs. Tesla is similar to General Motors. It invests about $1 billion a quarter, but Tesla can't make up for the current profits." Bob Lutz, former vice president of General Motors It has been predicted that the lack of a dealer network, fixed monthly costs and inefficient production conditions may all be factors contributing to the bankruptcy of Tesla.
The latest news shows that Tesla achieved the goal of producing 5,000 vehicles in the Model 3 week in the final sprint phase of the second quarter. Previously, the production of Model 3 continued to consume Tesla's cash reserves quickly, while the cost of sharing bicycles was rising. The achievement of Model 3 capacity was considered by some to be the “key turning point†for Tesla's turnaround.
However, a recent report by UBS Group once again gave a "pessimistic judgment." According to the report, Tesla's share price will fall sharply in the future, because the company will not be able to achieve profitability until 2019. UBS reiterated its "sell" rating on Tesla shares and expects the second-quarter earnings per share of the electric vehicle maker to be lower than Wall Street expectations.
Profitability to test the new forces of making cars
In fact, Tesla and Musk, who have been through battles, are not the first to encounter such a dilemma. In 2008, Musk almost sold Tesla to Google because of funding problems, and Space X, his space exploration technology company, was repeatedly frustrated and almost bankrupt. However, Musk, known as "Silicon Valley Iron Man," seems to have the ability to lead the company to "return to life."
To some extent, for Tesla, who has Internet thinking and a pre-emptive brand effect, it is too early to say that “it is going bankrupt†by just a short-term financial report. But a recognized fact is that the core of business is trading, and the essence of trading is profit, cash is the blood of the company, and operating cash flow is the only healthy blood of its own. For Tesla, there is no shortcut to achieving profitability.
Some experts believe that the problems facing the new domestic power-building forces may be the same as those of Tesla. Compared with traditional automobile companies that have been operating in the industry for many years, the new forces are at a distinct disadvantage in terms of automobile supply chain, intelligent manufacturing, and quality control. At a time when traditional car companies have begun to transform rapidly, the time and space left by the market for new car-making forces is gradually shrinking. How to solve the profit problem will become another difficulty for the major car companies.
At the "New Era Automotive Technology Revolution and Innovation Development" forum held recently, Lu Qun, the chairman of the Future Motors, used the "beef noodle" to compare cars. "A bowl of beef noodles still has real beef, there must be real noodles, and it has to be stewed for a long time." Lu Qun believes that there is no shortcut to the new car to improve its strength, it should be down-to-earth, no There is a so-called "curve overtaking".
"In the new forces of building a car, one route is represented by Weilai, quickly grabbing the eye with superior products, establishing a brand image, and the price positioning is very high; the other is represented by Weimar, and the price has been lowered to 10 after subsidies. Below 10,000 yuan, relying on cost-effectiveness to capture the eye, quickly seize the market." Wilson Wei Information Technology Co., Ltd. New Energy Senior Consultant Tian Weidong believes that "the two different strategies I think are all advantages and disadvantages, there are opportunities in the future ""
In the industry, in 2018, it was called the new power of the car to deliver the first year. The new forces of Weilai Automobile, Xiaopeng Automobile, Weimar Automobile, and Electric Coffee Automobile have all begun to deliver. The new round of product card has already been launched. It started.
According to the "China New Energy Passenger Vehicle Market Development Trend Research Report" released by the Daily Economic News and Wilson Information Technology Co., Ltd., the sales volume of new energy vehicles in China in the first half of this year was 350,000 units, a year-on-year increase of 1.2 times; In the year, the retail sales of new energy vehicles in China will exceed 1.8 million. The National Passenger Vehicle Market Information Association expects that by 2020, the planned capacity of domestic new energy vehicles will exceed 20 million, and the market will show a state of oversupply.
It is worth noting that in 2020, subsidies for the new energy market will also be withdrawn, and new energy vehicles will be connected to traditional fuel vehicles. According to Tian Weidong's prediction, before 2020, new energy vehicles will not have an advantage in price. "Because the whole new energy vehicle products are relatively small and the cost is very high, the price of new energy vehicles can be said to be more expensive than fuel vehicles at the beginning. More times more."
Tian Weidong said that as battery costs continue to decline, the price of new energy vehicles will drop rapidly. "By 2020, it will be 50% higher than traditional fuel vehicles." With the arrival of ternary battery technology after 2020, the overall price will continue to decline but the trend will slow down. After 2025, it will usher in a golden development period of the new energy vehicle market.
He suggested that, on the one hand, enterprises should enhance their technology research and development capabilities of new energy vehicles, gradually break through various technical problems, and with the advancement of battery technology in the future, the cost of battery systems will decline, further enhance the competitiveness of products, and electric vehicles. Prices fall to acceptable levels for consumers; on the other hand, based on the double-points policy, new energy auto companies may consider earning revenue by selling points to luxury car brands.
Ouyang Ming, a member of the Chinese Academy of Sciences' Department of Technology, bluntly said that traditional fuel vehicles can rely on displacement, brand, and supply chain to practice value recovery, but new energy vehicles "it may be difficult to rely on."
He pointed out that "the great value of new energy vehicles is to be generated in the latter services, so this gives us a very new topic, which is to explore the value of services from the perspective of intelligence."
Shi Jianhua, deputy secretary-general of the China Association of Automobile Manufacturers, believes that “it is difficult for companies to make money by pointing to new energy vehicles.†There should be an overall strategic layout. Traditional cars, pure electric vehicles, and other energy-saving vehicles must be considered; at present, new energy vehicles are given more motorized and intelligent functions, which require higher requirements for products, and companies should develop synergistically. The overall situation to consider the development of the entire new energy vehicle industry.
Construction Safety Net also called Scaffold Net, Debris net,using construction net surround whole building. In the construction of multistory buildings such as skyscrapers, it is necessary to install temporary vertical safety barriers at the edges of the various floors to prevent tools and construction materials such as rods, bricks, pipes and nails from falling from the floors and endangering people and property on underlying levels, including the ground surface. Scaffolding Net is necessary for building construction.Construction building net material are HDPE,PE with UV protection. Construction Safety Net sheets main export market has Asia, Middle East,Australasia, Central/South America,Europe,Africa,North America.
Construction Safety Net
Fall Arrest Safety Net,Black Scaffolding Netting,Scaffold Protection Netting,Black Debris Net
HEBEI TUOHUA METAL PRODUCTS CO.,LTD , https://www.penettings.com