Tesla sold 66,000 cars in China in January, up 10.3% from the previous year, while sales volume in January last year was 59,800 units. Considering that January of this year actually only had three weeks of working days, there were some deviations in the statistical caliber, and this result is quite acceptable. It seems that Tesla's price reduction still has a good driving effect on delivery. It is expected that sales volume in the next February-March will continue to respond, leaving enough room for imagination in the market. This is also the reason why Tesla's stock price has risen sharply recently.
However, this round of price cuts also drastically reduced Tesla's bicycle profit level. In the 3rd quarter of '22, Tesla's bicycle net profit reached 0.96 million US dollars/volume. The price reduction in this round was 400,000 yuan, which means that the price reduction still had a significant impact on bicycle profits. Judging from our estimated market value, according to Tesla's 2023 delivery estimate of 1.7 million vehicles (30% increase over the previous year), the corresponding net profit of a bicycle is 0.85 million US dollars per vehicle, and Tesla's net profit for 23 is estimated at 30 times the market value of 14.45 billion US dollars Value, Tesla is more reasonable The market value is 433.5 billion US dollars, corresponding to a stock price of 137 US dollars; according to an optimistic estimate, the corresponding market value is 72.25 billion US dollars, corresponding to a stock price of 229 billion US dollars; under pessimistic estimates, the corresponding market value is 289 billion US dollars, corresponding to a stock price of 91.34 US dollars.
Combined with the above stock price analysis, we give the corresponding options trading...