Tesla, Inc.

TSLAleader

Tesla is the world's most valuable automaker and the company that catalyzed the global shift to electric vehicles. Beyond cars, its energy-storage and autonomy businesses represent potentially larger long-term opportunities. Tesla's vertically integrated approach spans battery manufacturing, AI training infrastructure, and charging networks.

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المنتجات والإيرادات

حصة إيرادات المنتج

توزيع الإيرادات ($112.5B)

بيانات ثابتة (تحميل البيانات المالية…)

Automotive Sales (68%)

Energy Generation & Storage (15%)

Automotive Regulatory Credits (4%)

Services & Other (8%)

Automotive Leasing (5%)

تكوين القطاعات والعملاء الرئيسيون

تفاصيل المنتج

Model Y / Model 355%

Mass-market electric sedans and crossovers

Model S / Model X8%

Premium electric sedan and SUV

Cybertruck7%

Electric pickup truck

Energy Storage (Megapack)15%

Grid-scale and residential battery storage systems

FSD / Autonomy / Robotaxi15%

Full self-driving software, Dojo AI training, and robotaxi network

علاقات سلسلة التوريد

الموردون الرئيسيون

CATL (Contemporary Amperex Technology)

LFP battery cells

التأثير: Critical — primary battery supplier

Panasonic Energy (Panasonic Holdings)

NCA/NMC cylindrical cells (4680, 2170)

التأثير: Critical — long-term battery partner

LG Energy Solution

Cylindrical NMC battery cells

التأثير: High — secondary cell supplier

NVIDIA Corporation

AI training GPUs for FSD

التأثير: High — Dojo complement

Albemarle Corporation

Lithium hydroxide

التأثير: Medium — upstream lithium

Micron Technology

Automotive memory

التأثير: Medium — infotainment and ADAS

المنافسون

BYD Company

Electric vehicles globally

التأثير: Primary global EV competitor

السياق الكلي والسوقي

EV / 배터리أخبار القطاع

리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅

리튬 탄산 현물가

$11.5/kg

글로벌 EV 보급률

18% → 25% (2026E)

배터리 팩 가격

$112/kWh

중국 EV 수출 성장

+42% YoY

المحفزات القادمة

◆ALB Q1 실적 및 리튬 생산 가이던스 (2026.05)◆Tesla 배터리 데이 2026◆IRA 보조금 검토 결과 발표

مشكلات سلسلة التوريد

⚡ 리스크미국·유럽 브랜드 이미지 훼손 — 판매 부진

2026-04

머스크 정치 논란으로 유럽 분기 판매 -13% YoY. 독일·노르웨이·스웨덴 등 전통 강세 시장 점유율 하락.

↑ 생산 확대Cybercab 로보택시 텍사스 상업 운행 개시

2026-03

텍사스 오스틴 Cybercab 무인 로보택시 서비스 정식 허가 취득. 초기 100대 배치, 2026H2 500대 확대.

⚠ 공급 차질중국 BYD 가격 전쟁 — 모델 Y 마진 압박

2026-02

BYD Seal·Han 공격적 가격 인하로 중국 시장 점유율 방어 위해 추가 인하 불가피. 중국 GPM 7%p 하락.

آخر الأخبار

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تحليل الذكاء الاصطناعي

انقر "احصل على تحليل AI" للحصول على تحليل سلسلة التوريد لـ Tesla, Inc..

المواضيع الكلية ذات الصلة

عرض جميع المواضيع

Sovereign Wealth & State Capitalism

Norway's $1.7T GPFG, Saudi Arabia's PIF, and China's CIC don't just invest — they shape industrial policy across continents. Understanding their flows reveals where governments think the next decade is heading.

Sovereign wealth fundState capitalismIndustrial policy

معلومات الشركة

المقر الرئيسي

Austin, Texas, USA

تأسست

2003

الموظفون

140,000+

الموقع الإلكتروني

tesla.com

موقع التتابع

الدور في التتابع

leader

التأخير النموذجي

0 (trigger)

Tesla's delivery report is the single most-watched EV demand indicator, setting sentiment for the entire sector.

عرض التتابع الكامل

نظرة عامة على القطاع — EV / 배터리

أخبار القطاع