大摩：特斯拉的超级充电业务值多少钱？_老虎社区_美港股上老虎

大摩：特斯拉的超级充电业务值多少钱？

智通财经2023-06-15

大摩表示，在考虑特斯拉超级充电站网络业务的价值时，关键是要考虑该公司在可再生能源和储能领域的大规模垂直整合能力。6月15日，摩根士丹利认为，特斯拉希望通过向其他汽车制造商开发美国超级充电站网络从而在未来的充电站网络中占据主导地位。大摩表示，在考虑特斯拉超级充电站网络业务的价值时，关键是要考虑该公司在可再生能源和储能领域的大规模垂直整合能力。大摩分析师Adam Jonas及其团队首先提出了一个问题：...

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href=http://www.zhitongcaijing.com/content/detail/946534.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>大摩表示，在考虑特斯拉超级充电站网络业务的价值时，关键是要考虑该公司在可再生能源和储能领域的大规模垂直整合能力。6月15日，摩根士丹利认为，特斯拉希望通过向其他汽车制造商开发美国超级充电站网络从而在未来的充电站网络中占据主导地位。大摩表示，在考虑特斯拉超级充电站网络业务的价值时，关键是要考虑该公司在可再生能源和储能领域的大规模垂直整合能力。大摩分析师Adam Jonas及其团队首先提出了一个问题：...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/946534.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0971096721.USD","symbol_name":"富达环球金融服务 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Jonas及其团队首先提出了一个问题：如果特斯拉以接近于零(且稳定)的边际成本“制造”自己的电力，并用固定电池在充电站储存，结果会是怎么样?大摩粗略估计，到2030年，电动汽车将占美国行驶里程的8%，超级充电市场份额将达到20%，效率为4英里/千瓦时，收入为0.32美元/千瓦时，按照9.0%加权平均资本成本贴现的20倍2030财年税后营业利润的情景确定充电业务的价值。大摩的“合理情形”假设电动汽车的里程覆盖率为10%，特斯拉在超级充电市场的份额为50%，税后净营业利润率为30%，那么充电业务的潜在净现值为每股3美元。另一个“合理情形”假设电动汽车的里程覆盖率为20%，特斯拉在超级充电市场的份额为70%，税后净营业利润率为50%，那么充电业务的潜在净现值为每股14美元。“主导情形”假设电动汽车的里程覆盖率为30%，特斯拉在超级充电市场的份额为80%，税后净营业利润率为70%，那么充电业务的潜在净现值为每股33美元。“垄断情形”假设电动汽车的里程覆盖率为50%，特斯拉在超级充电市场的份额为100%，税后净营业利润率为80%，那么充电业务的潜在净现值为每股78美元。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":4,"commentSize":0,"repostSize":1,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}