Shulou(Shulou.com)11/24 Report--

CTOnews.com June 21, Morgan Stanley analyst Adam Jonas recently judged that Tesla's network of supercharging stations will bring Tesla a huge value of more than 100 billion US dollars.

Tuyuan PixabayCTOnews.com notes that Jonas is one of Morgan Stanley's top Tesla analysts. He and his team first hypothesized that Tesla could produce and store solar power on his own to power his overcharging station.

Based on this assumption, the Jonas team estimated the value of Tesla's supercharging network from many aspects and dimensions. It contains:

Mileage of American Electric vehicles in 2030

Market share of the supercharging stations that power these mileage

Average efficiency of four miles per kilowatt hour

A price of $0.32 per kilowatt-hour of electricity

Subsequently, the Jonas team estimated the value of the supercharging network under different circumstances with a net operating profit after tax of 20 times the 2030 fiscal year and a weighted average cost of capital of 9.0%, and valued the Tesla supercharging network according to different circumstances:

"reasonable case": assuming that the mileage penetration rate of electric vehicles is 10%, the market share of Tesla supercharging station is 50%, the net operating profit margin (NOPAT) after tax is 30%, and the potential net present value of Tesla supercharging station business is $3 per share.

"credible case": assume that the mileage penetration of electric vehicles is 20%, the market share of Tesla supercharging station is 70%, and NOPAT is 50%, and the potential net present value of the business is $14 per share.

"leading case": assuming that the mileage penetration of electric vehicles is 30%, the share of Tesla supercharging station is 80%, and NOPAT is 70%, and the potential net present value of the business is $33 per share.

"Monopoly case": assuming that the mileage penetration of electric vehicles is 50%, the share of Tesla supercharging station is 100%, and NOPAT is 80%, the potential net present value of the business is $78 per share.

As Tesla holds more than 3 billion outstanding shares, at a price of $33 per share, the value of the entire overcharging network is estimated to be more than $100 billion.

At present, Tesla super charging network is the only global fast charging network for electric vehicles. Auto giants such as GM and Ford will join the Tesla NACS charging interface standard, and an increasing number of automakers are showing interest in the standard.

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