Elon Musk's EV Giant Will See Revenue From Its Auto Business Slumping This Year, But Tesla 'May Hold Some Important Cards In The Evolution Of The US Grid,' Says Analyst
Elon Musk's EV Giant Will See Revenue From Its Auto Business Slumping This Year, But Tesla 'May Hold Some Important Cards In The Evolution Of The US Grid,' Says Analyst
Morgan Stanley analyst and Tesla Inc (NASDAQ:TSLA) bull Adam Jonas forecasts Tesla's revenue from its energy segment to rise this year as its core EV business witnesses a revenue fall.
大摩資源lof分析師Adam Jonas預測，在其核心電動汽車業務營收下降的情況下，特斯拉的能源板塊收入將在今年上升。
What Happened: Jonas values Tesla Energy at $36 per share of his $310 price target for the company. The bull is optimistic for the segment and expects it to add over $1 in earnings per share by 2030 excluding incentives.
發生了什麼：喬納斯將特斯拉能源估值爲每股36美元，他爲該公司設定的310美元的目標價值賦值。這位分析師對該板塊持樂觀態度，並預計到2030年，不包括激勵措施，每股收益將增加1美元以上。
The analyst said in a note on Tuesday that the acceleration in the field of generative AI will create an increase in demand for energy which Tesla is well positioned to benefit from.
分析師在週二的一份研究報告中表示，生成性人工智能領域的加速將創造對能源的需求增加，而特斯拉有望從中受益。
"We believe that Tesla's capability in distributed energy generation (solar) and storage (powerwall/ megapack) may hold some important cards in the evolution of the US grid as energy usage of compute/ data grows," Jonas wrote while adding that he expects Tesla's energy segment to generate $7 billion in revenue for the full year 2024, up by nearly 20% from 2023. Auto revenues, however, will go down, the analyst predicted.
“我們認爲，特斯拉在分佈式能源發電(太陽能)和儲能方面(電池牆/超級電池)擁有的能力，可能在美國電網的演變中發揮重要作用，隨着數據處理/數據的能源使用增加，”喬納斯寫道，同時他預測特斯拉的能源板塊在2024年全年將產生70億美元的收入，比2023年增長近20%。不過，這位分析師預測汽車收入將下降。
Jonas also expects Tesla Energy margins to surpass Tesla Auto margins this year.
喬納斯還預計，特斯拉能源的利潤率將在今年超過特斯拉汽車的利潤率。
Why It Matters: In 2023, Tesla's energy segment accrued revenues of $6,035 million, up 54% up from 2022.
爲什麼它很重要：2023年，特斯拉能源板塊的營收爲60.35億美元，比2022年增長了54%。
In January, the company expressed expectations for the growth rate of deployment and revenue in the energy storage business in 2024 to surpass that of the automotive sector. Deployments will be volatile and impacted by logistics and global distribution of products, said the company, while adding that it still expects continued growth on a twelve-month basis.
今年1月，公司表示，預計2024年能源儲存業務的增長率和收入將超過汽車行業。該公司表示，部署將受到物流和產品的全球分銷的影響而波動，並補充說仍然預計在12個月內持續增長。
For the first quarter, Tesla disclosed that it deployed 4,053 MWh of energy storage products, representing its highest quarterly deployment to date and a year-on-year increase of 4.2%.
在第一季度，特斯拉披露它的能源儲存產品部署了4,053兆瓦時，這是迄今爲止最高的季度部署，同比增長了4.2%。
In April, Musk said that the demand for its stationary energy storage products is "super high" and hinted that the company might make more batteries for energy storage than cars in the long term.
今年4月，馬斯克表示，其固定能源存儲產品的需求“超級高”，並暗示該公司可能會生產更多的能源儲存電池而非汽車。
"I think Tesla might end up doing more total Joules in stationary than mobile long-term," Musk said.
馬斯克說：“我認爲特斯拉的靜態儲存總焦耳可能會比長期的移動儲存總焦耳更多。”
Earlier this month, during Tesla's annual shareholder meeting, Tesla CEO Elon Musk said that the company is on track to complete a "massive number of energy deployments."
本月早些時候，在特斯拉的全年股東大會上，特斯拉首席執行官伊隆·馬斯克表示，該公司正在按計劃完成“大量的能源部署”。
"We seem to be tracking to sort of a 200- to 300-percent year-over-year growth in energy storage deployment and stationary pack. So it's giant. And the limiting factor really is being able to build more Megapacks and build more Powerwalls," Musk said.
馬斯克說：“我們似乎正在跟蹤能源儲存部署和靜態電池的200%-300%的年增長率。所以這是巨大的。而限制因素實際上是能夠建造更多的超級電池和電池牆。”
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Photo courtesy: Shutterstock
圖片來源：shutterstock
譯文內容由第三人軟體翻譯。