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Tesla, Inc.

TSLAleader

Tesla is the world's most valuable automaker and the company that catalyzed the global shift to electric vehicles. Beyond cars, its energy-storage and autonomy businesses represent potentially larger long-term opportunities. Tesla's vertically integrated approach spans battery manufacturing, AI training infrastructure, and charging networks.

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उत्पाद और राजस्व

उत्पाद राजस्व हिस्सा

राजस्व विवरण ($112.5B)

स्थैतिक डेटा (लाइव वित्तीय लोड हो रहे हैं…)

Automotive Sales (68%)
Energy Generation & Storage (15%)
Automotive Regulatory Credits (4%)
Services & Other (8%)
Automotive Leasing (5%)

सेगमेंट संरचना और प्रमुख ग्राहक

उत्पाद विवरण

Model Y / Model 355%

Mass-market electric sedans and crossovers

Model S / Model X8%

Premium electric sedan and SUV

Cybertruck7%

Electric pickup truck

Energy Storage (Megapack)15%

Grid-scale and residential battery storage systems

FSD / Autonomy / Robotaxi15%

Full self-driving software, Dojo AI training, and robotaxi network

आपूर्ति श्रृंखला संबंध

प्रमुख आपूर्तिकर्ता

CATL (Contemporary Amperex Technology)

LFP battery cells

प्रभाव: Critical — primary battery supplier

Panasonic Energy (Panasonic Holdings)

NCA/NMC cylindrical cells (4680, 2170)

प्रभाव: Critical — long-term battery partner

LG Energy Solution

Cylindrical NMC battery cells

प्रभाव: High — secondary cell supplier

NVIDIA Corporation

AI training GPUs for FSD

प्रभाव: High — Dojo complement

Albemarle Corporation

Lithium hydroxide

प्रभाव: Medium — upstream lithium

Micron Technology

Automotive memory

प्रभाव: Medium — infotainment and ADAS

प्रतिस्पर्धी

BYD Company

Electric vehicles globally

प्रभाव: Primary global EV competitor

व्यापक एवं बाजार संदर्भ

EV / 배터리क्षेत्र समाचार

리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅

리튬 탄산 현물가

$11.5/kg

글로벌 EV 보급률

18% → 25% (2026E)

배터리 팩 가격

$112/kWh

중국 EV 수출 성장

+42% YoY

आगामी उत्प्रेरक

◆ALB Q1 실적 및 리튬 생산 가이던스 (2026.05)◆Tesla 배터리 데이 2026◆IRA 보조금 검토 결과 발표

आपूर्ति श्रृंखला समस्याएं

⚡ 리스크미국·유럽 브랜드 이미지 훼손 — 판매 부진
2026-04

머스크 정치 논란으로 유럽 분기 판매 -13% YoY. 독일·노르웨이·스웨덴 등 전통 강세 시장 점유율 하락.

↑ 생산 확대Cybercab 로보택시 텍사스 상업 운행 개시
2026-03

텍사스 오스틴 Cybercab 무인 로보택시 서비스 정식 허가 취득. 초기 100대 배치, 2026H2 500대 확대.

⚠ 공급 차질중국 BYD 가격 전쟁 — 모델 Y 마진 압박
2026-02

BYD Seal·Han 공격적 가격 인하로 중국 시장 점유율 방어 위해 추가 인하 불가피. 중국 GPM 7%p 하락.

संस्थागत संकेत

संस्थाकार्रवाईमूल्यतिमाहीफाइलिंग तिथि
BlackRockaccumulating$1.0B2024.062024-08-13↑
BlackRockaccumulating$471M2024.062024-08-13↑
BlackRockaccumulating$545M2024.062024-08-13↑
BlackRockreducing$26M2024.062024-08-13↓
BlackRockaccumulating$81M2024.062024-08-13↑
BlackRockaccumulating$835M2024.062024-08-13↑
BlackRockaccumulating$327M2024.062024-08-13↑
BlackRockaccumulating$12.9B2024.062024-08-13↑
BlackRockaccumulating$11.8B2024.062024-08-13↑
BlackRockaccumulating$974M2024.062024-08-13↑
BlackRockaccumulating$1.4B2024.062024-08-13↑
BlackRockaccumulating$534M2024.062024-08-13↑
BlackRockaccumulating$1.1B2024.062024-08-13↑
BlackRockreducing$171K2024.062024-08-13↓
BlackRockaccumulating$4.3B2024.062024-08-13↑
BlackRockaccumulating$131M2024.062024-08-13↑
BlackRockaccumulating$167M2024.062024-08-13↑
BlackRockaccumulating$245M2024.062024-08-13↑
BlackRockaccumulating$105M2024.062024-08-13↑
BlackRockreducing$27M2024.062024-08-13↓
BlackRockreducing$640K2024.062024-08-13↓
BlackRockaccumulating$610M2024.062024-08-13↑
Vanguard Groupaccumulating$599M2025.122026-01-29↑
Vanguard Groupreducing$337K2025.122026-01-29↓
Vanguard Groupaccumulating$2.8B2025.122026-01-29↑
Vanguard Groupaccumulating$2.1B2025.122026-01-29↑
Vanguard Groupaccumulating$103.8B2025.122026-01-29↑
Vanguard Groupaccumulating$7.2B2025.122026-01-29↑
Vanguard Groupreducing$14K2025.122026-01-29↓
State Streetaccumulating$51.6B2025.122026-02-13↑
Wellington Managementaccumulating$4.1B2025.122026-02-17↑
Wellington Managementaccumulating$183K2025.122026-02-17↑
Wellington Managementaccumulating$541K2025.122026-02-17↑
Wellington Managementaccumulating$144M2025.122026-02-17↑
Wellington Managementaccumulating$51M2025.122026-02-17↑
Wellington Managementaccumulating$932K2025.122026-02-17↑
Wellington Managementaccumulating$15M2025.122026-02-17↑
Wellington Managementaccumulating$9M2025.122026-02-17↑
Wellington Managementaccumulating$271M2025.122026-02-17↑
Wellington Managementaccumulating$21K2025.122026-02-17↑
Wellington Managementaccumulating$62K2025.122026-02-17↑
Wellington Managementaccumulating$2M2025.122026-02-17↑
Wellington Managementaccumulating$49M2025.122026-02-17↑
Wellington Managementreducing$7K2025.122026-02-17↓
Wellington Managementaccumulating$21K2025.122026-02-17↑
Viking Global Investorsaccumulating$764M2025.122026-02-17↑
FMR (Fidelity)accumulating$11.0B2025.122026-02-17↑
FMR (Fidelity)reducing$15M2025.122026-02-17↓
FMR (Fidelity)accumulating$2.6B2025.122026-02-17↑
FMR (Fidelity)accumulating$2.6B2025.122026-02-17↑
FMR (Fidelity)accumulating$165M2025.122026-02-17↑
FMR (Fidelity)accumulating$1.3B2025.122026-02-17↑
FMR (Fidelity)accumulating$39M2025.122026-02-17↑

संस्थागत स्वामित्व

13F आधार · Q4 2025
संस्थापरिवर्तनस्वामित्व %पिछली तिमाहीशेयरमूल्यSEC
Vanguardबनाए रखा6.80%—690.0M शेयर$22,000M13F
BlackRockबनाए रखा5.20%—532.0M शेयर$17,000M13F
ARK Investबनाए रखा0.64%—65.0M शेयर$2,100M13F
कुल ट्रैक स्वामित्व: 12.64%कुल मूल्य: $41,100MSEC EDGAR 13F-HR के आधार पर · 45-दिन की देरी

ताज़ा खबर

समाचार लोड हो रहा है...

AI विश्लेषण

Tesla, Inc. का AI आपूर्ति श्रृंखला विश्लेषण प्राप्त करने के लिए "AI विश्लेषण प्राप्त करें" पर क्लिक करें।

संबंधित मैक्रो थीम

सभी थीम देखें

Sovereign Wealth & State Capitalism

Norway's $1.7T GPFG, Saudi Arabia's PIF, and China's CIC don't just invest — they shape industrial policy across continents. Understanding their flows reveals where governments think the next decade is heading.

Sovereign wealth fundState capitalismIndustrial policy

कंपनी जानकारी

मुख्यालय

Austin, Texas, USA

स्थापना

2003

कर्मचारी

140,000+

वेबसाइट

tesla.com

न्यूज़ गैप स्कोर

गैप स्कोर20
कम गैपअधिक गैप

संस्थागत गतिविधि

76

मीडिया स्कोर

80

कैस्केड स्थिति

कैस्केड में भूमिका

leader

सामान्य देरी

0 (trigger)

Tesla's delivery report is the single most-watched EV demand indicator, setting sentiment for the entire sector.

पूरा कैस्केड देखें

क्षेत्र अवलोकन — EV / 배터리

क्षेत्र समाचार

리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅

리튬 탄산 현물가

$11.5/kg

글로벌 EV 보급률

18% → 25% (2026E)

배터리 팩 가격

$112/kWh

중국 EV 수출 성장

+42% YoY

मुख्य विषय

  • •리튬 가격 52주 저점 — 과잉공급에도 기관은 ALB 집중 매집
  • •BYD 가격 전쟁 → 서방 완성차 원가 압박 심화
  • •ESS(에너지 저장장치) 수요 급증으로 리튬 중기 회복 전망

आगामी उत्प्रेरक

  • ◆ALB Q1 실적 및 리튬 생산 가이던스 (2026.05)
  • ◆Tesla 배터리 데이 2026