Tesla revealed a robotaxi model on the 10th… Stock price dropped by 8%
DB Financial: “Increased penetration of electric vehicles due to vehicle lightweighting”,
Tesla unveiled a robotaxi model on the 10th (local time)./Photo=Tesla YouTube, ‘U.S. electric vehicle company ‘, Tesla, “‘s stock price dropped sharply after the unveiling of the ‘autonomous taxi,’ but DB Financial Investment identified ‘lightweighting of electric vehicle’ as a positive factor. The analysis suggests that if electric vehicles become lighter, efficiency and stability will increase, ultimately leading to a higher market penetration.”,
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, ‘Nam Joo-shin, a researcher at DB Financial Investment, stated on the 14th, “Tesla’s stock price drop was due to the lack of specific business details for the future,” but also mentioned, “The decrease in electric vehicle prices and lightweighting will lead to an increase in the penetration of electric vehicles, bringing about a structural expansion of the market.”‘,
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, “Elon Musk, CEO of Tesla, held the ‘We, Robot’ event in Los Angeles on the 10th (local time).”,
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, “On that day, Elon Musk unveiled the
- a robotic taxi for 2 people priced below $30,000 (approximately 40 million won),
- a robovan,
- and a humanoid robot ‘Optimus’ priced between $20,000 and $30,000.
A humanoid robot is a robot that has a head, torso, arms, and legs like a human and can act and communicate like a human.”,
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, ‘After the event, Tesla’s stock price plummeted by about 8%, wiping out 9 trillion won in market capitalization. Researcher Nam commented, “The lack of specific business details for the future and the absence of short-term momentum caused this.” ‘,
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, ‘However, Nam suggested that the electric vehicle market could enter a phase of structural expansion with Tesla\’s robotaxi and others. He said, “The decrease in electric vehicle prices and vehicle lightweighting will soon lead to an increase in the penetration of electric vehicles in commercial vehicles.”‘,
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, ‘He explained that “One of the reasons why the proportion of electric vehicles in commercial vehicles was low was the enduring problem of battery weight,” and added, “As battery capacity increases, vehicle weight increases, leading to reduced efficiency and unsuitability for long-distance driving.” According to his analysis, with the introduction of the two-person robotaxi Cybercab and the progression of electric vehicle price decreases and lightweighting, the penetration of electric vehicles in commercial vehicles is expected to increase.’,
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, ‘Tesla has introduced cost savings through gigacasting, which allows the body and parts to be casted in one piece, and adopted the “cell-to-chassis” technology, using the battery pack as a structural element of the vehicle. Nam mentioned, “Tesla plans to optimize battery space and reduce weight with the introduction of gigacasting and cell-to-chassis technology,” and further explained that “The competition in the electric vehicle market is drawing attention due to the development speed of electric vehicle lightweighting.”‘,
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