Tesla price five become fans or save yourself-yo te amo

Tesla price five become fans or save yourself? IT Times reporter Pan Shaoying recently, a car friend has been let me guess, his next car what car you want to buy. BMW? Mercedes Benz? Audi? Neither, he said, his next car must be a new energy vehicle, and put the target locked tesla. Since Tesla entered China, although the price of about 600000 yuan belongs to the starting price, but there are still some people flocking. Even the auto show, which gathered hundreds of brands in the car sector "Oscar grand ceremony", Tesla is still the champion. I ran a few times each show, luxury car museum are the most, while Tesla’s booth is to limit the flow of the degree, queue or registration to go sit Tesla, just sit down. Although on the surface the heady Tesla, but Tesla continued losses is normal. The day before, Tesla released 2015 fourth quarter results, calculated in accordance with GAAP, Tesla in the fourth quarter of last year, revenues of $1 billion 210 million, $957 million higher than the same period last year, an increase of 27%, but a net loss of $321 million, representing a net loss of $108 million in revenue further intensified, progress is still not covered the huge expenditure to increase production capacity, develop new products, be busy at putting up installations. Sales growth nearly doubled, all subsidies policies are swarmed, car prices to new energy vehicles as a sign, 2015 China traditional car market downturn, and new energy vehicles will all the way. Tesla may be in tears, perhaps thinking, why not fly up the air? In fact, the market has been in the "Tesla’s global sales volume is higher, the greater the loss of the curse, if in accordance with the operating rules of traditional car prices, Tesla sales scale, profitability should be better. Tesla sold a total of 50580 electric vehicles last year, of which, ModelS’s annual sales in the United States were 25202, an increase of 51.01%. Two years ago, insiders engaged in vehicle safety research foresaw that Tesla safety accidents will continue to occur. "I did Tesla, and the performance was really good. But we know that Tesla parts supply mode, you can determine that the safety and reliability of Tesla products is worrisome." Tesla Model S had less than six times a year on fire, there are people with simple data to calculate the probability of recall: according to the 18650 small battery in the United States is 0.2%, then by the 7000 Tesla battery consists of a small battery pack fire probability is 0.14%, according to the current sales, the probability of causing it to almost every July accident. But the actual number is slightly lower than the amount of accident cause theory is that Tesla’s purchase of the crowd are generally rich, how the car home, buy a Tesla, the general use only on special occasions, with little time, the accident rate is low. In fact, musk also know that, if the product reliability and safety is not resolved, the faster the expansion of capacity, Tesla may be closer to the grave. Poor performance forced Mask down.

特斯拉降价五成 为车迷还是救自己?   IT时报记者 潘少颖   最近,有个爱车的朋友一直在让我猜,他下一辆想买什么车。宝马?奔驰?奥迪?都不是,他说他的下一辆车一定是新能源车,并且把目标锁定了特斯拉。自从特斯拉进入中国以来,虽然60多万元的价格属于起步价,却依然有人趋之若鹜。就连车展这种聚集了几百个品牌的车子界“奥斯卡盛典”上,特斯拉依然能独占鳌头。我跑过几次车展,每次豪车馆的人都是最多的,而特斯拉的展台前更是达到要限流的程度,排队或者登记预约才能进去坐一下特斯拉,只是坐一下而已。   虽然表面上看特斯拉风头正劲,但持续亏损却是特斯拉的常态。日前,特斯拉发布的2015年第四季度财报显示,按照美国通用会计准则计算,特斯拉在去年四季度实现营收12.1亿美元,高于上年同期的9.57亿美元,同比增长27%,但净亏损为3.21亿美元,较上年同期的净亏损1.08亿美元进一步加剧,收入的进步仍然无法覆盖提高产能、大兴土木、研发新品上的巨大支出。   销量增长接近翻倍、所有的补贴扶持政策都一拥而上、车企以新能源车作为招牌,2015年中国传统车市持续低迷,而新能源汽车则一路飘红。特斯拉或许在流泪,或许在思考,为什么没能在风口上飞起来?   实际上,特斯拉的全球市场一直在“销量越高,亏损越大”的魔咒之中,如果按照传统车企的运营规律,特斯拉销售规模越大,盈利状况本应越好。特斯拉去年总共销售了50580辆电动汽车,其中,ModelS 在美国的全年销量为25202辆,同比增长51.01%。   两年前,有从事整车安全研究的业内人士预见过,特斯拉安全事故会不断发生。“我开过特斯拉,操作性能确实不错。但我们知道特斯拉的零部件供应模式后,就可以判断出,特斯拉产品的安全性和可靠性是令人担忧的。”   特斯拉Model S发生过不到一年六次起火的情况,有人用简单的数据推算出:根据18650小电池在美国的召回概率是0.2%,那么特斯拉由7000块小电池组成的电池包起火概率是0.14%,按照其目前的销量,这种概率导致它几乎每个月一起事故。而实际数量略低于理论事故量的原因是,特斯拉的购买人群一般都是有钱人,家里有多辆车,买了特斯拉后,一般都只在特殊场合使用,使用时间很少,事故率自然就低。   其实马斯克也心知肚明,如果产品可靠性和安全性没有解决,产能扩张越快,特斯拉可能离坟墓就越近。业绩不佳迫使马斯克下调了中国的销售目标:今年特斯拉计划在中国销售5000辆汽车,而去年的销售目标是一万辆,实际在2015年的前九个月,销售三千多辆,离目标很远。   尽管如此,马斯克依然乐观预计,今年特斯拉在全球能实现盈利,理由是特斯拉的规模将极速扩大,计划全球销量提高60%至80%,这将极大分摊投入成本。   看特斯拉今年的两个大招,一是上调车辆保养套餐的价格,这个有点学习中国车商的味道。此前,多年保养套餐的价格为4年1900美元或8年3800美元。现在上调至4年2100美元或8年4000美元,并不再提供免费的四轮定位服务。对于有钱人来说,上调幅度并不高。   另一个大招是期待已久的廉价车型Model 3,这款车将使特斯拉的价格接近对折,预计在3.5万美元左右,直接竞争对手是宝马3,这款车今年就要开卖,不过拿到车要到2017年,看来我的朋友要下手这款了。特斯拉在相对大众化市场上的渗透,将使得特斯拉的产品销售规模有大幅度增加。如果仅仅依据高端车型,狭小的市场份额,很难有大的发展。   光靠改变车型、拉低价格实现销量猛增、扭转亏损并非关键之举,就新能源汽车产业来说,滚雪球的办法并不恰当,因为这个市场的消费者并不成熟,市场的发展环境也有很多欠缺。新能源汽车市场的雪球因为下雪太少,根本形成不了雪球。   亏损不可怕,企业最怕的是现金流。破产从来不是亏损引发的,只有现金流断裂,才是企业破产的最终原因。特斯拉现在采取的是投资未来企业所采取的共同模式――吸金,大量投资未来。可以肯定的是,只要特斯拉仍然没有在生产、销售网络、基础设施等一家汽车公司必备的环节上形成稳定的规模效应,相关的大手笔投资仍然会持续下去。去年8月初,特斯拉以每股242美元的价格进行了融资,大幅领先于2013年5月融资的每股价格92.24美元,而上一轮融资的估值又比2012年9月的上上一轮高出了两倍。马斯克也公开向特斯拉股东坦承,公司将需要“惊人数量”的资本投入,其含义就是他可能需要股东拿出更多的钱来。马斯克是个很好的“说客”,尽管一年亏三亿,但华尔街还是在乖乖掏钱。   因此,有钱有产品,并且安全问题解决之后,一句话,亏损是短痛,英雄看日后。相关的主题文章: