Solar photovoltaic application tesla: photovoltaic (pv) and storage business will be more than 50% of the growth in size

Conducive to the new energy automobile plate short-term valuation center move. Tesla successful leading automotive technology trends, electrification process is intensifying global automotive products. This paper statistics the September to today issued a total of 2. 85 gw pv power plant EPC and 1. 9 gw component bid opening information. Tesla's full-year 2019 complete photovoltaic capacity of 173 mw, solar energy equipment, solar energy, and energy storage system 1. 65GWh（ Over the past year total value) 。 Tesla will focus on photovoltaic power station in the wire and storage business ( Q3 2019 phones have involved) , according to the tesla public information, the company in 2020 pv and energy storage business will be more than 50% of the growth in size. 4 quarter of 2019 increased 9 cash and equivalents. 5. 7 billion dollars, solar power grid, the grass incense plate exposure at the end of 67. 800 million dollars, quarterly, is increased from 5. 800 million dollars. The company in cash account quality scale and quality significantly improved. Specifically, solar power grid, CGNPC in development of 410 mw, 603 mw, guangzhou energy saving 220 mw, 345 mw, jin can group the people vote for 200 mw, 190 mw hubei energy group, huaneng on January 29, 180 mw American time nasdaq-listed company tesla issued earnings in 2019, company's fourth quarter cash situation continue to significantly improve. Energy storage system Q4 quarterly, company installed 530 MWH, contribution size 32 all the year round. 1%; Musk company investors exchange phone assembly also noted, California in the United States glass solar energy demand is very big, the company will continue to overcome challenges, the development of photovoltaic (pv) business will be the key. In addition, tesla charging pile and vehicle software upgrade business developing well. Tesla full-year 2019 completed 6 ModelX/S production. June 290000, delivery. 670000; Tesla Shanghai factory's contribution to the Model3 capacity, and the United States than ModelY Foley monte factory production line production and marketing basic without pressure.

solar photovoltaic network statement: this information is reproduced from the power grid cooperation media or other Internet website, solar photovoltaic network published the article for the purpose of the information, does not mean that agree with his point of view or confirm its description. Heat storage equipment it is not just drive the global new energy automotive industry long-term prospects rising optimism, will open the new energy automobile manufacturers in China, and the core parts suppliers, Such as lithium electricity industry chain) The growth of the space. Among them, the solar energy, EPC project owner units is given priority to with soe/state, this also reflected from the side, in project bidding and parity, the state-owned enterprises have become the absolute main force. The article content is for reference only. Considering China factory to lower the production cost, and Shared Model3 ModelY production platform of cost reduction, tesla is expected 2020 earnings quality engineering management platform will be further promotion. Tesla pv silicon plastic tubing and the development of the energy storage business, will also bring new growth space for domestic suppliers, such as photovoltaic glass components, such as energy storage battery and material, etc. Complete production 30 Model3. 30 230000, delivery. 080000 units. Heat storage device from the efficiency of inventory turnover, quarterly inventory turnover days from 1 quarter of 78. 67 days, reduce to 58. 5 days. Company at the end of the free cash flow is worth 10. Positive to 1 $400 million, 3 quarters. For $700 million, 4 quarter quarterly growth 8. 700 million dollars. 54 mw photovoltaic installation, the contribution of installed throughout the year 31. 2% quarterly growth of 26% year-on-year. Benefit from the fundamentals to improve since the third quarter of 2019, since October 2019, tesla's share price rose by 150%, share price break through $600, market value also break through the $100 billion mark! The current existing part of the local suppliers to enter the tesla supply chain, in the future the number of manufacturers, and bike value is expected to be continued ascension. In 2020 tesla China factory production, plans to localization parts matching rate from about 30% will gradually increase to 80 ~ 100%.