GM thiab Honda Xav Muag Cov Hluav Taws Xob Hluav Taws Xob Hluav Taws Xob Ntawm ib lub sijhawm thaum hnub Tuesday lub rooj sib tham, tus neeg sau xov xwm nug txog lub ntsiab lus ntawm lo lus "muaj nqis." Cov lus nug tau raug xa mus rau Ken Morris, tus lwm thawj tswj hwm ntawm hluav taws xob, kev tswj hwm tus kheej thiab roj ntawm tes ntawm General Motors (GM Tau txais General Motors Company Report , thiab Rick Schostek, tus lwm thawj coj ntawm kev lag luam kev lag luam ntawm American Honda (HMC Tau txais Honda Motor Co. Ltd. Report .
Ob tus thawj coj tau tshaj tawm tias lawv cov tuam txhab yuav tsim cov tsheb hluav taws xob pheej yig raws li kev sib koom ua ke tshiab, tso cai rau kev tsim ntau lab lub tsheb pib xyoo 2027.
Morris hais tias cov tsheb yuav tsum raug nqi qis dua $30,000 , uas yuav ua rau lawv pheej yig dua li feem ntau cov tsheb hluav taws xob hauv khw.
Tus nqi nruab nrab ntawm 2022 Chevrolet Bolt pib ntawm $ 31,995, tab sis lub neej yav tom ntej ntawm lub khw muag khoom hluav taws xob loj no yog huab cua me ntsis, muab Bolt's tus lej xa khoom qis xyoo tas los. Ford F Electric Mustang mus rau $ 43,895 thiab Volkswagen tus ID. 4 pib ntawm $41,230.
Ntau tus neeg tawm tswv yim tso tseg cov neeg tsim tsheb cov phiaj xwm rau EV qis dua $ 30,000.
"GM thiab Honda yuav tsis tsim EVs txaus nyob rau 5 xyoos tom ntej no kom tsav tus nqi qis dua $ 30K, thiab yog tias lawv ua, lawv yuav poob ntau txhiab ntawm txhua qhov lawv muag," ib tus neeg tweeted .
Tesla yog lub tuam txhab EV uas lwm cov tuam txhab tsim tsheb tab tom nrhiav zoo li greyhounds sib tw tom qab hluav taws xob luav.
Cov neeg siv khoom muaj xov xwm zoo rau EV Makers Cov neeg tsim khoom ntawm cov tsheb fais fab tau ntxhov siab. Txawm hais tias lawv lub siab xav tsim tsheb ntau dua, lawv txhais tes raug khi vim tias muaj kev cuam tshuam rau cov saw hlau uas tshwm sim los ntawm Covid-19 kev kis thoob qhov txhia chaw. Cov no yog tam sim no exacerbated los ntawm ntxeem tau ntawm Ukraine los ntawm Russia, ib tug loj nickel-exporter lub teb chaws. Nickel, palladium, thiab txhuas yog qhov tseem ceeb hauv kev tsim thiab sib dhos ntawm cov tsheb fais fab.
Cov xwm txheej no cuam tshuam qhov kev ntshaw ntawm cov tuam txhab tsheb kom tau raws li qhov xav tau. Qhov no tau tsa qhov tseeb tsis tau pom dua: Tam sim no cov lus nug tsis yog seb cov neeg siv khoom puas txaus siab rau lub tsheb fais fab, tab sis seb cov tuam txhab tsheb puas tuaj yeem ua tau raws li qhov xav tau.
Cov teeb liab los ntawm kev ua lag luam thib ob txhawb nqa qhov kev hloov tshiab no .
"Qhov no tau hloov pauv ntau tus neeg uas xav paub txog hluav taws xob lossis qee qhov xav tau hluav taws xob tab sis tsis tau txiav txim siab," CoPilot CEO thiab Founder Pat Ryan hais rau TheStreet. CoPilot taug qab cov nqi ntawm cov tsheb thauj khoom thoob tebchaws.
Ryan tau hais tias "Lawv yuav tawm ntawm qhov teebmeem no cov neeg yuav khoom hluav taws xob yuav tawm ntawm qhov teebmeem no nrog lub khw loj dua npaj yuav EVs," Ryan tau hais.
Interestingly, kev thov muaj zog kuj tshwm sim raws li cov tuam ntxhab tseem nce nqi kom khaws cia cov paj hauv lub ntsej muag ntawm kev nce nqi raw khoom. Hauv lwm lo lus, cov neeg siv khoom tsis zoo li raug tso tawm los ntawm tus nqi siab ntawm cov tsheb hluav taws xob.
Nov yog ntau ntawm cov khoom siv hluav taws xob zoo tshaj plaws los saib lub lim tiam no: Tesla Tesla shares nce qis hnub Tuesday li cov tub ceev xwm hauv Shanghai txuas ntxiv kev txiav txim kaw hauv Suav teb lub nroog loj tshaj plaws , muaj peev xwm ncua kev kaw ntawm lub carmaker lub workhorse gigafactory. Nrog Covid cov neeg mob hauv nroog 26 lab tau nce yav dhau los 13,000 - qhov siab tshaj plaws txij li tus kabmob kis tau pib ntau dua ob xyoos dhau los - Shanghai cov tub ceev xwm txuas ntxiv lawv cuaj-hnub kev txiav txim kaw lub sijhawm thaum txhim kho kev sim thiab tshuaj tiv thaiv, mus rau ze li ntawm txhua qhov chaw ntawm lub tebchaws nyiaj txiag. . Tesla, lub sijhawm no, yuav xav tau ncua sijhawm kaw ntawm nws lub Hoobkas Shanghai, uas tau tsaus ntuj txij li Lub Peb Hlis 28, vim kev txwv kev mus ncig hauv thiab tawm hauv nroog hnyav zuj zus.
Elon Musk tau dhau los ua Twitter's (TWTR Tau txais Twitter, Inc. Qhia tus tswv cuab loj tshaj plaws. Thiab nws tau muab lub rooj zaum ntawm lub rooj tsavxwm ntawm lub vev xaib microblogging . Tesla tus thawj coj hnub Monday ua qhov surprise nthuav tawm ntawm cov ceg txheem ntseeg hauv Securities thiab Exchange Commission ua ntaub ntawv. Hauv daim ntawv no, tshaj tawm tias Tesla tus thawj coj tuav 9.2% ntawm Twitter, ib qho kev nthuav dav tshwj xeeb yog qhov tseem ceeb. Musk tau txais nws cov ceg txheem ntseeg Twitter thaum Lub Peb Hlis 14, raws li kev tshaj tawm. Nws hais tias kev nqis peev yog passive. Thiab nws tau xaiv daim ntawv qhia tawm uas qhia tias nws tsis tau npaj los tswj lub tuam txhab lossis cuam tshuam rau cov neeg uas tswj nws.
TheStreet Quant Ratings ntsuas Tesla raws li Tuav nrog tus qhab nia ntawm C +.
General cov Motors lwm yam General Motors tab tom npaj cov khoom los tawm tsam thiab tawm tsam nws cov neeg sib tw hauv kev lag luam hluav taws xob-tsheb. Lub Detroit loj heev tsis ntev los no pib tsim tawm ntev-awaited Lyriq SUV / crossover , lub tsheb txhais tau tias sib tw nrog Tesla's Model Y SUV thiab Ford's (F Tau txais Ford Motor Company Report Mustang Mach-E SUV. Lub Lyriq, Cadillac thawj lub tsheb hluav taws xob, yog ua ntej ntawm lub sijhawm: GM npaj siab yuav pib xa thawj chav ua ntej ib nrab xyoo. Lub automaker rov pib tsim nws cov theem pib EV thaum lub Plaub Hlis 4.
Kev tsim cov Chevy Bolt sedan thiab Chevy Bolt EUV SUV tau raug ncua rau ob peb lub hlis dhau los ntawm cov teeb meem roj teeb. Lub tuam txhab tau txiav txim siab tso tseg kev tsim khoom ntawm ob lub EVs thaum nws hloov cov roj teeb tsis zoo hauv cov tsheb uas twb tau muag lawm, raws li tsab ntawv ceeb toom rov qab.
Nyob rau lub caij nplooj zeeg 2023, Bolt yuav tsis yog GM nkag-theem EV. Qhov kev sib txawv ntawd yuav mus rau qhov yuav yog Chevy Equinox EV . Tsis tau lwm tus catalyst rau GM: Kev thov rau hluav taws xob versions ntawm Hummer yog tshaj qhov automaker qhov kev cia siab tshaj plaws. Tshwj xeeb, kev tshwj xeeb tau nrawm dua thaum lub Peb Hlis.
TheStreet Quant Ratings ntaus nqi General Motors raws li Kev Yuav nrog tus qhab nia ntawm B.
Rivian Thawj lub quarter yog lim hiam rau Rivian (RIVN Tau txais Rivian Automotive, Inc. Class A Daim Ntawv Qhia . Cov Tshuag tau raug ntaus ntawm Wall Street tom qab lub tuam txhab ua tsis tiav ntawm nws cov lus cog tseg kev xa tsheb . Nws cov teeb meem hauv kev tswj hwm kev tsim khoom ramp-ups vim qhov tsis txaus ntawm nws cov neeg xa khoom tau ua rau muaj qhov tsis zoo thiab ua rau tsis ntseeg txog nws lub neej yav tom ntej.
A PR teeb meem tshwm sim ntawm nws qhov kev txiav txim siab kom nce tus nqi ntawm nws cov R1T pickups thiab R1S SUVs yam tsis muaj kev ceeb toom thiab tom qab ntawd tshem tawm qhov kev txiav txim siab no ua ntej kev npau taws ntawm nws cov neeg siv khoom. Lub sijhawm tau tso tseg ob qho tib si rau nws cov duab thiab rau nws cov nyiaj txiag.
Cov tub ntxhais hluas lub tsheb fais fab kev cia siab tias qhov seem ntawm 2022 yuav tsis tshua muaj sai sai. Rivian, uas suav Amazon (AMZN Tau txais Amazon.com, Inc. Qhia , Ford, thiab billionaire George Soros ua cov tswv cuab, yog nyob rau lub sij hawm cov npe ntawm 100 feem ntau influential tuam txhab uas muag . Lub tuam txhab nyuam qhuav tau tshaj tawm cov lus thov kom yaum cov tub ua lag luam kom lawv tus kheej ua siab ntev vim Rivian yog "cov tuam txhab loj hlob." Rivian tau tsim nyob rau hauv 2009 thiab mus rau pej xeem hauv 2021.
TheStreet Quant Ratings tsis muaj qhov ntsuas rau Rivian.
VinFast Lub tuam txhab hluav taws xob hluav taws xob Nyab Laj VinFast tau txiav txim siab los tawm tsam Tesla, Ford, GM, thiab Lucid Group (LCID Tau txais Lucid Group, Inc. Qhia ntawm American av. VinFast yuav tsim lub Hoobkas hauv North Carolina xyoo no . Qhov chaw tsim khoom no yuav nyob rau hauv Chatham County's Triangle Innovation Point mega-site, npog thaj tsam ntawm 800-hctares, nrog rau 3 thaj chaw tseem ceeb: hluav taws xob tsheb thiab tsheb npav tsim khoom thiab sib dhos, EV roj teeb tsim, thiab lwm yam kev lag luam rau cov neeg muag khoom, lub tuam txhab tau hais. hauv a xovxwm tso tawm .
Kev tsim kho ntawm qhov chaw yuav pib tom qab tau txais daim ntawv tso cai tsim nyog, hais tias VinFast, uas cia siab tias yuav pib tsim tsheb nyob rau lub Xya Hli 2024. Lub peev xwm pib yuav tsum yog 150,000 tsheb ib xyoos. Cov pab pawg yuav pib nqis peev $ 2 nphom los muag tsheb rau Asmeskas.
TheStreet Quant Ratings tsis muaj qhov ntsuas rau VinFast.
Faraday Yav Tom Ntej Ntse Ntse Hluav Taws Xob Faraday Yav Tom Ntej Ntse Ntse Hluav Taws Xob (FFIE Tau txais Faraday Future Intelligent Electric Inc. Qhia tau pom ntev los ua tus tsim lub tsheb fais fab uas yuav tawm tsam Tesla txoj kev tswj hwm. Lub tuam txhab tseem tau txais lub npe ntawm Tesla tus No. 1 tus neeg sib tw. Nws yog qhov tseeb tias ob pawg tsis zoo li ua si hauv tib lub tshav puam . Tesla tam sim no muaj kev txhawj xeeb ntau dua nrog ntau tshaj li ib lab lub tsheb tsim tawm hauv ib xyoos. Thiab txhawm rau tsav lub ntsiab lus hauv tsev, Tesla lub lag luam peev nyiaj ntau tshaj $ 1.12 trillion thaum lub Faraday NW nyuam qhuav yog $ 1.60 billion, thaum kawg kos.
Qhov sib txawv ntawm ob lub tuam txhab tau txuas ntxiv loj hlob tawm tsam Faraday. Nws tuaj yeem nthuav dav ntxiv raws li Faraday ntsib ib phab ntsa ntawm kev tshawb nrhiav. Lub tuam txhab tshaj tawm lub lim tiam dhau los no tias Securities thiab Exchange Commission (SEC) tau qhib kev tshawb xyuas rau Faraday cov lus hais txog kev xaj ua ntej ntawm nws lub tsheb hluav taws xob nkaus xwb nyob rau lub sijhawm ua rau nws cov pej xeem muab. Faraday tuaj rau pej xeem los ntawm kev sib koom ua ke nrog lub tuam txhab kev lag luam tshwj xeeb, lossis SPAC, npe hu ua Property Solutions Acquisition Corp. uas tau muab cov tuam txhab tsim tsheb sib tw nrog $ 1 nphom.
TheStreet Quant Ratings tsis muaj qhov ntsuas rau Faraday Future Intelligent Electric.
Toyota Tsav Japanese tsheb chaw tsim tshuaj paus Toyota Motor (TM Tau txais Toyota Motor Corp. Report zoo li yuav tawm ntawm radar. Txoj hauj lwm no zoo li haum rau lub tuam txhab. Nws zoo li cov chaw tsim khoom ntawm Corolla thiab Camry sedans nyiam qhov tsom teeb kom ci rau nws cov neeg sib tw tseem ceeb thiab lub sijhawm no pab pawg tsom mus rau nws cov haujlwm. Txij li thaum pib ntawm lub xyoo, kev saib xyuas tau nyob rau Tesla, Ford, GM, Volkswagen (VWAGY Tau txais Volkswagen AG Report , thiab cov players tshiab xws li Rivian, Lucid, thiab Nikola (NKLAJ Tau txais Nikola Corporation Report . Lawv cov lus tshaj tawm hauv tsheb hluav taws xob ua rau lub neej niaj hnub ntawm kev lag luam tsheb. Peb yuav luag tsis nco qab tias xyoo 2021, Toyota xaus nws txoj kev tswj hwm ntawm Asmeskas kev lag luam tsheb los ntawm GM .
Toyota Tsav muag 2.3 lab tsheb hauv Tebchaws Meskas hauv 2021, nce 10.4% los ntawm 2020, piv nrog 2.2 lab rau GM, nqis 13%. Cov neeg thuam ntawm Japanese automaker thiab cov neeg txhawb nqa ntawm pawg Detroit tau taw qhia tias nws tsuas yog ib ntus xwb. Txawm li cas los xij, peb lub hlis tom qab, Toyota nyuam qhuav rov ua qhov feat. Lub tuam txhab tsheb muag 514,592 lub tsheb hauv thawj peb lub hlis twg ntawm 2022 ntawm Asmeskas av. Tus lej no txawm li cas los xij poob qis 14.7% piv rau tib lub sijhawm hauv 2021 tab sis nws yog qhov zoo txaus los khaws GM ntawm bay. GM tsuas yog muag 512,846 lub tsheb, nqis 20 feem pua, hauv Asmeskas thawj peb lub hlis ntawm lub xyoo, raws li kev tshaj tawm.
TheStreet Quant Ratings ntaus nqi Toyota Motor raws li Kev Yuav nrog tus qhab nia ntawm A-.
Ford Ford tab tom hloov mus rau hluav taws xob zoo li lwm cov tuam txhab tsheb qub qub. Txhawm rau kom tau txais kev sib koom ua lag luam sai sai hauv qhov kev sib tw no, pawg thawj coj los ntawm CEO Jim Farley tab tom tsim hluav taws xob ntawm nws cov qauv qub thiab tseem muaj hluav taws xob ntawm nws cov neeg muag khoom zoo tshaj plaws. Qhov no yog rooj plaub ntawm F-150 khaws, yog ib lub tsheb muag zoo tshaj plaws hauv North America txij li thaum nws pib. Nws cov hluav taws xob version, F-150 Lightning tau mob siab rau tos hauv lub hlis tom ntej.
Ford tsis ntev los no tau lees paub qhov ntawd thawj cov khoom xa tuaj ntawm lub caij nplooj ntoo hlav yog nyob rau lub sijhawm . Yeej, yuav tsis muaj kev ncua sij hawm raws li cov neeg siv khoom uas tau tso ib qho kev txiav txim yuav muaj kev ntshai vim kev cuam tshuam txuas ntxiv ntawm cov saw hlau, tsis txaus ntawm cov chips, thiab nce nqi ntawm cov khoom siv raw.
TheStreet Quant Ratings tus nqi Ford raws li Kev Yuav nrog tus qhab nia ntawm B.