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比酷斯拉還猛的電動車---特斯拉Tesla

這兩天台北世貿的創業展,吸引了許多人潮過去參加,
全票門票180元,這邊賣的是個夢想,創業的夢想。
這當中畢德歐夫竟也看到了3D列印的相關運用,
台灣的中小企業確實相當厲害,總是相當快速的與時俱進。

不過這跟我們今天的主題有什麼關係呢?
「電動車」...這也是發展了有一段時間的話題,
而電動車在台灣投資人的印象中,
通常是速度很慢、缺乏續航力,
或是設計上比較沒有美感...

如果這是你對電動車的刻板印象,
那麼我們就來探討一下未來十年普及度可能會相當高成長的一個產業,
是的,這就是電動車產業。


本週畢德歐夫團隊要向讀者介紹分享一家美國電動車企業--Tesla,

這家公司發音唸起來和酷斯拉相近,我們翻譯成「特斯拉」。

(上圖為Tesla Model X,目前最新車款)

看到了這台車子,還會讓你覺得電動車很遜嗎?
畢德歐夫與團隊成員Anson都覺得還蠻酷的...

畢德歐夫:「如果未來這種車子跟TOYOTA價錢差不多,
而且未來油錢只會越來越少,甚至根本不用去加油了,你會想買嗎?」

Anson笑著說:「這當然是件好事!就算是以環保的角度來看,
也是件好事,更何況這車子也很有型。期待未來呀!」

特斯拉是一家以美國矽谷為基地,
於2003年成立專門生產電動車的企業。
旗下系列車款包含Tesla Roadster、Tesla Model S、Tesla Model X。
除了成車外,特斯拉也銷售電動車的零件給予一般汽車大廠如豐田汽車、通用汽車。

下一個蘋果?

一般傳統的汽車公司通常將「製造」和「銷售」兩端分開,
透過生產線大量規格化生產,另一頭再進行行銷。
還記得上週畢德歐夫團隊和各位讀者分享的3D列印企業嗎?
特斯拉在設計從內到外的車款設計就是以3D列印模式在進行,
並且透過分享、體驗和品牌文化的方式一體方式與市場溝通,
和一般房車最大的不同是內部設備完全智慧自動化

特斯拉一反傳統汽車業的模式,從車身到內嵌設備,
帶給消費者都是滿滿的科技感。
如同更新手機APP一般,特斯拉所產汽車也可透過無線網路的方式自動更新系統內容。
「嘿,夥計」,大家是不是想起過去那位無所不能的霹靂遊俠李麥克呢?
當然還有那部充滿智慧的霹靂車。

與其說特斯拉是家汽車公司,倒不如說它是家科技公司,
這也是執行長穆斯克(Elon Musk)一直向消費者強調的
「讓車子不只是車子」重要觀念,
看到這裡,是不是覺得有幾分已故蘋果執行長賈伯斯味道呢?

又是個夢想企業?

一開始2008年推出第一款車Roadster,雖然還是會出現電力不足問題,
但比照蓮花跑車的設計下,性能評比卻不輸給保時捷。
特斯拉在2013年第一季賣出約5000輛房車,
這個數字與傳統大車廠幾百萬的銷售差距很大,
但把電動車的價位和目前硬體設施限制來說已是大大的突破。

在磨練功夫十幾年之後,特斯拉終於在2013年第1季交出歷來首見的獲利,
原先市場預估僅有0.03美元的增幅,不過數據出來卻調升四倍來到0.12美元的獲利,
淨利1,100萬美元,營收是超乎預期的5.55億美元,
年成長率超過20倍,馬上打了那些看衰的人好幾個耳光。

股價進入發展新階段

Tesla Motors Inc (NASDAQ: TSLA)


http://www.teslamotors.com/
上面提到最近一季的財報數字雖然實質獲利不大,
但如果以相對值和市場對於電動車的預期,
可算是歷史性的突破,特別對於過去許多人從特斯拉IPO上市後便看衰,
於市場上積極放空,因此特斯拉股價在財報當天大軋空,
應聲大漲,兩個交易日便有37%漲幅。(請參考以下附圖紅色箭頭處)。

特斯拉一年走勢圖 (截至2013/6/3收盤)
在一吐許多唱衰的悶氣後,特斯拉的挑戰會更貼近現實市場,
是否能持續獲利是關鍵。

從基本面的角度來看,賺這一點錢憑什麼股價100美金?
市場敏銳度高的投資人已經看到了未來的商機,
就像是蘋果當年股價漲到100的時候,
許多投資人也是認為蘋果無法與傳統的NB大廠匹敵,
而手機更是不可能打破諾基亞與摩托羅拉兩大霸主的地位。
沒有不可能,只有能不能。
蘋果後來的發展,以及賈伯斯浪潮這些我們就不多說了。

來自未來的車

在電影中常看到的無人駕駛汽車即將不是夢想,
現在特斯拉正和Google合作共同研發,
將Android作業系統和Google map導入,
一旦成功,那麼對於交通事故發生率可大大減低,
能源耗損和交通壅塞程度也都可獲得有效改善,
這也會是特斯拉最有力的武器。
成功的結合軟硬體,才是科技進化對於人類的最大幫助。

接續的挑戰

如同蘋果一開始遇到最大問題就在於麥金塔作業系統並非通用規格,
因此起頭便十分辛苦,電動車最大問題在於電池續航力
這也是過去電動車產業發展最大瓶頸,
因此特斯拉在2014年前預計建立好86座充電站,目前先鎖定了美國大都會區。
如果充電站無法普及,那電動車就是空談...

特斯拉相對其他電動車企業優勢在於對多顆電池能源管理的技術,
但如果要拉到和一般汽車同樣層級比較,
必須在硬體上有更多的支援,
各方面的應用也必須更周全。

未來特斯拉的股價會怎麼走,也代表著世人對於這個產業的認同度。
目前每天的成交量都有500萬股以上,股價100美金。
每天成交值約5億美金,折合台幣約150億。
相當於台股四分之一的成交量,相當驚人,
讀者可以列為口袋名單來追蹤。

準時鎖定幣圖誌,產業脈動無時差。
喜歡這篇文章的話,分享資訊給更多朋友。
建立一套新的經濟模式最重要是要有新技術領先現有市場,而不只是在原先的模式表現不錯,巴菲特說過:「投資成功的關鍵在於當市場價格大大低於經營企業的價值時,買入優秀企業的股票。」特斯拉結合了車市、智慧生活和新能源技術,正在創造一個新的價值,值得各位投資朋友好好觀察。

或許您對更多美股文章有興趣
3D列印來了,你也可以是鋼鐵人
美國生技產業-不只改變生活,也改變投資市場(上)
大家都知道卻不願意面對的祕密--內線交易
美股投資不可不知的25檔權值股
2013年最違背地心引力的市場,日本股市(一)

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