{"id":6571,"date":"2020-08-07T00:00:00","date_gmt":"2020-08-06T23:00:00","guid":{"rendered":"https:\/\/instrid.sk\/uncategorized\/tesla-konkurenti-nio-li-xiang\/"},"modified":"2020-08-07T00:00:00","modified_gmt":"2020-08-06T23:00:00","slug":"tesla-konkurenti-nio-li-xiang","status":"publish","type":"post","link":"https:\/\/instrid.sk\/en\/archiv\/tesla-konkurenti-nio-li-xiang\/","title":{"rendered":"Tesle rastie \u010d\u00ednska konkurencia priamo pred o\u010dami, zachr\u00e1nia ju USA?"},"content":{"rendered":"<p>Odkedy spolo\u010dnos\u0165 Tesla v roku 2013 predala svoj prv\u00fd elektromobil S, \u010c\u00edna sa stala najr\u00fdchlej\u0161ie rast\u00facim z\u00e1morsk\u00fdm trhom s v\u00fdrobcami elektromobilov a pomohla spolo\u010dnostiam prekona\u0165 viacer\u00e9 kr\u00edzy, vr\u00e1tane pand\u00e9mie koronav\u00edrusu. Po\u010das toho, ako sa Tesla na\u010falej sna\u017e\u00ed vylep\u0161i\u0165 svoj trhov\u00fd podiel na prosperuj\u00facom \u010d\u00ednskom trhu s elektromobilmi, za\u010d\u00edna \u010deli\u0165 aj rast\u00facemu po\u010dtu dom\u00e1cich konkurentov. Ich rast je pritom mimoriadny, aspo\u0148 \u010do sa t\u00fdka ich trhovej hodnoty.<\/p>\n<p>Napr\u00edklad najv\u00fdznamnej\u0161\u00ed \u010d\u00ednsky konkurent spolo\u010dnosti Tesla, NIO, v poslednom \u010dase zaznamenal pr\u00edliv z\u00e1ujmu investorov, ktor\u00fd v\u010faka silnej dod\u00e1vke na konci roku 2019 posunul ceny akci\u00ed z nebezpe\u010dnej \u00farovne ni\u017e\u0161ej ako 3 dol\u00e1re typickej pre pre nerentabiln\u00e9 startupy a\u017e nad 14 americk\u00fdch dol\u00e1rov (v \u010dase redak\u010dnej uz\u00e1vierky tesne pod).<\/p>\n NIO EC6\n<p>Zna\u010dka <strong>Nio<\/strong> je na burze od septembra 2018 a hoci spo\u010diatku sa jej darilo iba sk\u00f4r mierne, volatilita bola slab\u00e1, napokon sa jej podarilo ceny akci\u00ed zdvihn\u00fa\u0165 nielen pre obchodn\u00e9 v\u00fdsledky, ale sn\u00e1\u010f aj pre marketingov\u00fa komunik\u00e1ciu zameriavaj\u00facu sa na poukazovanie priaznivej bud\u00facnosti. Zd\u00e1 sa pritom, \u017ee ned\u00e1vny rozmach zna\u010dky Nio povzbudil mnoh\u00fdch \u010d\u00ednskych v\u00fdrobcov, aby tie\u017e z\u00edskavali prostriedky na rast v USA.<\/p>\n<p>Minul\u00fd t\u00fd\u017ede\u0148 na Nasdaq debutovala zna\u010dka <strong>Li Xiang<\/strong> (NASDAQ: LI, koncern CHJ Automotive), ktorej odhadovan\u00e9 IPO malo dosahova\u0165 500 mili\u00f3nov USD. V prv\u00fd de\u0148 uvedenia, 30. j\u00fala 2020, mala akcia spolo\u010dnosti cenu 16,80 USD, dnes je to 18,50 USD s trhovou hodnotou 15,47 mld. USD. Pre porovnanie, trhov\u00e1 hodnota Tesly (NASDAQ: TSLA) dnes dosahuje 277,60 mld. USD a NIO (NYSE: NIO) 16,39 mld. USD.<\/p>\n Li Xiang One\n<p>\u010eal\u0161\u00ed \u010d\u00ednsky vyz\u00fdvate\u013e zna\u010dky Tesla, <strong>Xpeng Motors s podporou Xiaomi<\/strong>, pod\u013ea CNBC \u00fadajne podal IPO v USA. Spolo\u010dnos\u0165 sa vraj e\u0161te nerozhodla, na ktorej burze bude k\u00f3tova\u0165 akcie. \u00a0CNBC informovala, \u017ee Xpeng nadobudol kapit\u00e1l 400 mili\u00f3nov dol\u00e1rov a \u010fal\u0161\u00ed od mnoh\u00fdch siln\u00fdch investorov, vr\u00e1tane \u010d\u00ednskeho gigantu Alibaba a investi\u010dn\u00fdch fondov v Katare a Ab\u00fa Zab\u00ed.<\/p>\n<p>&nbsp;<\/p>\n Xpeng P7\n<p style=\"text-align: center;\"><em>IPO = Initial Public Offering, prv\u00e1 verejn\u00e1 ponuka akci\u00ed<\/em><\/p>\n<p>Tieto agres\u00edvne IPO prich\u00e1dzaj\u00fa vo ve\u013emi nezvy\u010dajnom obdob\u00ed\u00a0rast\u00faceho politick\u00e9ho a hospod\u00e1rskeho nap\u00e4tia\u00a0medzi USA a \u010c\u00ednou.<\/p>\n<p>V skuto\u010dnosti je k\u00f3tovanie \u010d\u00ednskych firiem na americk\u00fdch burz\u00e1ch pre niektor\u00fdch investorov probl\u00e9m u\u017e od obchodnej vojny v roku 2018. Napriek tomu sa priam rekordn\u00fd po\u010det \u010d\u00ednskych spolo\u010dnost\u00ed rozhodol zaregistrova\u0165 IPO pr\u00e1ve v USA. Minul\u00fd rok to pod\u013ea Renaissance Capital bolo\u00a028 spolo\u010dnost\u00ed na NYSE a NASDAQ. A rok predt\u00fdm (2018) sa pre prv\u00fa verejn\u00fa ponuku akci\u00ed pr\u00e1ve v USA rozhodlo 33 \u010d\u00ednskych firiem.<\/p>\n Tesla Model S\n<h3>Kam to dospeje?<\/h3>\n<p>Tesle rastie konkurencia doma i v \u010c\u00edne, a to pr\u00e1ve \u010d\u00ednska konkurencia. Bude zauj\u00edmav\u00e9 sledova\u0165 boj o z\u00e1kazn\u00edka a tie\u017e o to, ako do celej veci zasiahle vl\u00e1da Spojen\u00fdch \u0161t\u00e1tov, ktor\u00e1 je evidentne naladen\u00e1 proti \u010d\u00ednskym partnerom. Jedn\u00fdm z \u010fal\u0161\u00edch opatren\u00ed, ktor\u00e9 po re\u0161trikci\u00e1ch zna\u010dky Huawei USA zaviedlo, je zn\u00e1rodnenie aplik\u00e1cie TikTok.<\/p>\n<p>Moment\u00e1lne najvychytenej\u0161ia videoaplik\u00e1cia na svete, ktor\u00e1 je s\u00fa\u010dasne soci\u00e1lnou sie\u0165ou, m\u00e1 p\u00f4vod pr\u00e1ve v \u010c\u00edne a hoci v\u0161etky \u00fadaje o pou\u017e\u00edvate\u013eoch prev\u00e1dzkuje v USA, pre americk\u00e9ho prezidenta aplik\u00e1cia predstavovala hrozbu.<\/p>\n<p>\u010ci tak\u00e1to bud\u00facnos\u0165 \u010dak\u00e1 v\u0161etko \u010d\u00ednske v USA, \u0165a\u017eko predpoklada\u0165, ale aktu\u00e1lny v\u00fdvoj situ\u00e1cie ukazuje pr\u00e1ve na tak\u00fdto smer.<\/p>\n<p>&nbsp;<\/p>","protected":false},"excerpt":{"rendered":"<p>USA bojuje s \u010c\u00ednou nielen na politickej \u00farovni, ale aj tej obchodnej s automobilmi. Bude gr\u00e1l elektromobility patri\u0165 Tesle alebo niektor\u00e9mu z jej \u010d\u00ednskych konkurentov?<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[51],"tags":[],"class_list":["post-6571","post","type-post","status-publish","format-standard","hentry","category-archiv","two-columns"],"_links":{"self":[{"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/posts\/6571","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/comments?post=6571"}],"version-history":[{"count":0,"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/posts\/6571\/revisions"}],"wp:attachment":[{"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/media?parent=6571"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/categories?post=6571"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/instrid.sk\/en\/wp-json\/wp\/v2\/tags?post=6571"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}