TeslaFounder Elon Musk has always been rightWall StreetCritical, he believes that traditional financial institutions are too arrogant and conservative to understand the development trends of technology and new industries. Recently, Musk's criticism has not only been verbal, but also passedTeslaperformance directionWall StreetThe empty hair issued a strong warning. TeslaThe share price has been going all the way over the past few years, the bears believeTeslaGrossly overrated, and Musk is convincedTeslavalue. TeslaThe success and perseverance of the business, crushedWall Streetshorts, which led to tens of billions of dollars in losses for them. This is also due to the support of China, the rapid development of the Chinese market and the top manufacturing plantsTeslaThe expansion of the company provided strong support.
TeslaThe success in the Chinese market has established a modelTeslaInShanghaiNewGigafactoryThe production scale has been greatly improved, and the problem of insufficient production capacity has been solved. The efficient and high-quality production capacity of China's manufacturing industry isTeslaMust-have additions are providedTeslaAs a result, the stock price skyrocketed. This also sent shockwaves to the international automotive industry, which began to reassess China's presenceNew energy vehiclesThe status of the field. Actually,TeslaInShanghaiThe success of the plant marks ChinaNew energy vehiclesThe manufacturing industry has overtaken in the corner, and has surpassed in technology and capacity.
Biden** has proposed the Inflation Reduction Act, with the main goal of boosting the country through subsidiesNew energyThe development of the industry. However, more than a year has passed, and there seems to be no noticeable results. Biden had to upgrade the program and introduce new rules that require domestic sales in the United StatesElectric vehiclesMeet the latest criteria to qualify for tax-free subsidies. In fact, this provision is likely to result in the EV industry no longer applying for tax-free subsidies. While tax-free subsidies are very attractive to businesses, the potential cost of meeting this criterion can be significant. Due to the AmericanIndustrial chainSeriously incomplete, want to produceNew energy vehiclesIt needs to rely on China's industrial sector.
Teslais a typical example. Before 2018,TeslaIt has been facing the dilemma that production capacity cannot be improved, which is also the bears have been bearishTeslaThe main reason. And Charos asWall StreetThe number one bears started shorting back in 2016Tesla, he thinksTeslaThe price-to-earnings ratio is too high, and the production capacity is insufficient. However, years have passed,TeslaThe stock price has skyrocketedWall StreetLosses to shorts amounted to tens of billions of dollars. The most critical shift occurred in 2019TeslaInShanghaiBuiltGigafactoryand sinceTeslaThe production capacity is guaranteed. The delivery problems that have plagued U.S. manufacturing for years have found a solution in China. This change has upended the preconceived notion of global automotive industry experts, who once thought that the only traditional car manufacturing powerhouses were the United States, Germany and Japan, and not China. However,TeslaInShanghaiGigafactoryThe success shows that China has managed to surpass other countries inNew energy vehiclesA major breakthrough has been made in manufacturing.
In 2022ShanghaiThe epidemic is rightTeslaThis is further illustrated by the severe impact of global production capacityTeslaagainst ChinaIndustrial chaindependence. In the first half of this year,TeslaAttempts were made to increase the production capacity of the German plant, but this plan had to be abandoned or even reduced. These examples also illustrate the presence of Germany and the United StatesNew energy vehiclesIndustrial chainIt is difficult to meet the requirements of the enterprise. TeslaTell other car companies in the industry with vivid cases that they want to produce efficientlyElectric vehicles, ChinaIndustrial chainis indispensable. As a result, Biden**'s plans are constrained by the real situation and fail to achieve their original goals.
Musk's criticism andTeslaThe success of the technology industry has revealed to us what makes the technology industry unique. Wall StreetAs a traditional financial institution, there are often conceptual limitations when facing the emerging technology industry. Musk is critical of this and has proven his values through practical actions. TeslaThe success is not only about improving stock prices and profitability, but also about traditionIndustrial chainimpact and subversion. Unable to meetTeslaThe demand for American and German manufacturing has lost its pairNew energy vehiclesmarket dominance, while China's manufacturing sector has becomeTeslaThe key to development.
Personally, I think,TeslaThe success is not an isolated case. With the increasing awareness of environmental protection around the world,New energy vehiclesThe market will be more and more watched. And China is the world's largestAutomotive marketand manufacturing power, with huge development potential and competitive advantage. China has a completeIndustrial chainand efficient production capacity, for:New energy vehiclesBusinesses have provided important support. TeslaThe success in China proves that China is inNew energy vehiclesTremendous progress has been made in the field of manufacturing, and it has also demonstrated to the world that China is a leading manufacturer of manufacturing.
However, we should also be aware thatIndustrial chainThe improvement of competitiveness and competitiveness is not achieved overnight. , ChinaNew energy vehiclesThe industry still faces challenges in terms of technological innovation, brand building and market development. ** and enterprises should work together to increase investment in technology research and development, talent training and marketing to promote the industrySustainability
In short, Musk criticizedWall StreetwithTeslaThe success is reflectedNew energy vehiclesBreakthroughs and changes in the industry. China as a global oneNew energy vehiclesIndustrial chainWe should give full play to our own advantages, further increase innovation, and promoteNew energy vehiclesHigh-quality development of the industry. At the same time, other countries in the world should also strengthen cooperation and work togetherNew energy vehiclesThe boom of the industry. Only with joint efforts can we realize the beautiful vision of green travel for mankindSustainabilityPitch in.