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Tesla's new sales strategy has attracted the attention of many people.

For a car company, sales volume is definitely a symbol of the status and strength of the car company. The reason why Toyota has been able to occupy the position of the car company with the highest market value for many years is because the sales volume of Toyota cars is really high. The public is even higher.

Therefore, Volkswagen can only rank third.

Ranked second is Daimler, which is the investor that Elon Musk was looking for. He wants to use Daimler, one of the German troika car companies, to save Tesla from the financial difficulties.

Ranked fourth is also a German car. BMW, a car company that has not valued the A-class car market in 2010, although its market value lags behind the other two German car companies, it is still a strong proof for the German troika. .

The reason why these four car companies can occupy the top four in the global car company market value ranking is because the sales of their car brands are very high. Take the fourth-ranked BMW as an example, their sales volume in 2007 has reached 1.5 million, which is only one year's sales.

In 2009, although the sales volume declined due to the economic environment, the global sales volume still exceeded 1.3 million. After 2010, the global economy began to recover, and BMW's global sales will hit 1.5 million.

Under this premise, many people can't figure out a problem, that is...

Why is Tesla valued at $50 billion?

An investment company on Wall Street is having a meeting, and the topic of discussion is whether to invest in Tesla.

Although they have created 25,000 orders in two months, will these orders be delivered on time?

An analyst said: Ordering and buying a car are completely two concepts. Many consumers choose to pay a small part of the deposit because they are new for a while, and then become part of Tesla's order. However, with Tesla's delivery They will definitely have other choices because of the extension of the car time. That is to say, among Tesla’s current sales orders of 25,000 vehicles, except for the 6,000 that have already been delivered, other orders cannot be counted in our valuation of Tesla.

Tesla's valuation has reached 50 billion U.S. dollars, which is actually very controversial, because valuation is different from market value.

Valuation is only recognized by some people, and even only a very small number of people agree.

Just like Jack Ma in another world, he found so many investors, but none of them recognized his entrepreneurial philosophy. Later, he met Sun Zhengyi, who directly gave him 20 million US dollars. This is the valuation that Sun Zhengyi recognized him, while others thought his entrepreneurial idea was worthless.

But the market capitalization is different. When a company goes public, how many shares it issues and how much each of these shares are worth is all approved by the market. Even though there may be a financial crisis, or the company's decision-making mistakes cause the stock price to crash, but before the crash, the market value is equivalent to how much it is worth.

Tesla's valuation of 50 billion U.S. dollars is considered nonsense by many people, because Honda, which currently ranks seventh in the global auto company market value rankings, only has 50.6 billion U.S. dollars. And how many years has Honda been established?

Even if Tesla's 25,000 orders are all delivered successfully, but this is their global sales. And how much is Honda's global sales?

The more the analyst talks, the more emotional he gets.

Although market value is not equal to sales volume, just like Nokia's global sales volume is higher than Apple's, but the market value is not as good as Apple's valuation. However, sales volume is definitely a crucial factor.

The analyst continued: In addition, how many factories does Honda Motor have around the world? If you count those joint venture factories, Honda Motor does not know how much ahead of Tesla. So, why Tesla's valuation can reach 50 billion US dollars, at the same level as Honda Motor?

The most important thing is that the valuation has reached 50 billion U.S. dollars, so what is the market value of Tesla after it goes public? If Tesla's market value cannot exceed 100 billion U.S. dollars, then how can our investment be possible? Is there a return?

Among the world's car companies, only Toyota Motor has a market value that can exceed 100 billion U.S. dollars. I don't think Tesla can surpass Toyota. Because Toyota has also begun to study pure electric vehicles, and there is Bites Pulling gasoline-electric hybrid vehicles that are more suitable for the current market environment.

Except for Toyota, Daimler, Dazhong, BMW, GM, Honda, etc., none of these car companies are still only developing fuel vehicles. With the strength of these car companies, it is only a matter of time before they surpass Tesla. question.

At that point, what does Tesla matter?

Today's meeting was to discuss whether to invest in Tesla, and this analyst has no hatred with Tesla, and everything is only in the interest of the company.

In fact, his analysis has already convinced others at the investment firm.

Someone said: However, Sequoia Capital rarely makes mistakes in its decision-making. Now it is reported that Sequoia Capital is preparing to continue investing in Tesla at a valuation of US$50 billion. Our analysis may be different from Sequoia Capital. However, we can follow Sequoia Capital.

The analyst who proposed before laughed and said: I admit that Sequoia Capital is very strong, both in terms of capital and investment vision. However, when Sequoia Capital invested in Tesla, Tesla Its valuation is only 23 billion US dollars. I don’t need to remind you, everyone should be able to understand the difference between 23 billion US dollars and 50 billion US dollars. If Wen Ming could talk to us at that time, I think we would also accept this valuation.

Besides, the news of Sequoia Capital's additional investment this time, why can't it be a smoke bomb released by Sequoia Capital?

The analyst said confidently: The purpose is to be able to sell their Tesla shares as soon as possible. Because only Sequoia Capital believes that Tesla's valuation is high, and it will be even higher. Other investment companies, including us, can There will be thoughts of wanting to invest in Tesla.

As long as we go to negotiate with Tesla and start talking with Tesla about the second round of financing, then, who can guarantee that the people of Sequoia Capital will not withdraw their capital and leave after we take a stake? With 50 billion U.S. dollars From the valuation point of view, as long as Tesla’s B-round financing level reaches 10% of the shares, then Sequoia Capital will be able to earn a fortune and hold a part of Tesla’s shares.”

After this analysis was uttered, everyone in the conference room frowned.

The capital market is cruel, and anything can happen for the sake of profit. If Sequoia Capital is not optimistic about Tesla and releases a smokescreen to find someone to take over, that is also very possible.

The analyst continued: Don't forget, from the beginning to the end, Tesla did not release the news that it wanted to conduct a second round of financing. We got this news from Sequoia Capital. The matter itself is also It's worth thinking about.

Another point is that none of us knows why Tesla suddenly chose to use this kind of marketing method that reduces the credibility of the company. Judging from the current situation, Apple's revenue for Wenming can definitely Let him have money that he can't spend, so why is he so eager for success and wants Tesla to help him get a sum of cash?

When this investment company held a meeting to discuss, other investment companies in Wall Street and Silicon Valley also started such meetings.

Some of them think this is an opportunity, some people think this is a trap.

And Tesla's new marketing strategy, in addition to the impact on these investment companies, has the greatest impact on those wealthy consumers, especially those who have already ordered Tesla cars.

In their view, Tesla has not completed the previous orders, so it is not eligible for the second round of sales. Even if you want to continue selling, you can't let latecomers jump in line in this way.

First come, first served, this is actually applicable anywhere. Especially those who buy Tesla cars now are rich people.

Rich people pay attention to a first word.

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ps: I’m finally home, but my stomach is broken after eating outside, and my legs are weak. If there is no accident today, it will be four chapters. I'm thinking about sitting on the toilet and typing...)!!