According to foreign media analysis, if Tesla and Musk can revive the solar business as soon as possible and make it an important source of profits and revenue, it may ease the dissatisfaction of shareholders and ease the pressure in court.
Editor’s note: This article comes from Tencent Technology , and review Cheng Xi.
Musk’s Tesla is a world-renowned pure electric car manufacturer. It also has an unknown home solar business, which is to install solar power systems on the roofs of ordinary people’s houses. For various reasons, this business has become a burden for Tesla.
According to the latest news from foreign media, as Tesla’s electric vehicle business has gradually stabilized and achieved good results, Tesla has recently started to invest resources in the solar business, launched large-scale recruitment throughout the United States, and promoted its innovative solar tile Sheet or roof.
The solar business is a controversial business for Tesla. In the eyes of outsiders, pure trams and home solar power are incompatible. Earlier, Muskley agreed to acquire Solarcity, a U.S. solar company founded by one of his relatives. At the time of the acquisition, the company was already in trouble, and after the acquisition, the installation volume even appeared. Has plummeted. There is no doubt that Tesla is a layman for solar energy, and the outside world doubts whether it can manage the business of Sun City Company.
According to foreign media reports, Tesla has introduced a disruptive product in the past, namely “solar tiles”, which can be directly used to house the roof, instead of installing a large number of traditional roofs again in the past. Solar panels.
In October last year, Tesla launched the third version of its solar tiles. By optimizing the product and faster installation process, the price of the entire system has dropped significantly. The price comparison shows that the price of the new product is 40% lower than in the past.
Tesla CEO Elon Musk hopes that the production and installation of new versions of solar tiles will speed up quickly, but Tesla still needs to hire a large number of new installers in different cities.
It is reported that after the price of solar tiles has been reduced, consumers across the United States have developed a strong interest in this product, but only in cities where Tesla has installers can purchase and install.
Last 12In January, Tesla began recruiting installers in California, Texas, and Florida to drive sales of solar tiles and roofing products.
According to the latest news, Tesla has launched recruitment notices in more cities in the United States in preparation for market expansion.
The following are the new cities where Tesla solar tile and roof products enter:
Arizona: Phoenix,
Colorado: Parker
Connecticut: Hartford
Delaware: Wilmington, Sifford
Florida: Fort Lauderdale
Hawaii: Mililani
Oregon: Portland
Maryland: Hunt Valley / Baltimore
Massachusetts: Marlborough, Taunton
New York: Bethpage, New Windsor
New Jersey: Blackwood, Pine Creek
Texas: Austin
Utah: Draper
Tesla also plans to set up several training centers to train workers to install solar tiles. The company is also likely to invite third-party companies to install solar tiles.
Last year, Musk said that they will have installers compete in installation skills on a test house at the Fremont plant to see who can install new solar tiles faster and better.
At the end of last year, Musk sent an open letter to all employees, listing two of the most important tasks at the moment, namely speeding up the installation of solar power systems and delivering more electric vehicles.
Musk also promised to rapidly produce solar tiles at its plant in Buffalo, New York.
In addition, Musk has proposed to achieve the goal of installing a thousand roofs per week, but foreign media said that Tesla is currently unable to achieve such a speed. The outside world should learn more when Tesla releases its next financial report. Solar business situation.
Litigation
It needs to be pointed out that Tesla and Musk are currently facing a lawsuit against shareholders. The shareholders have accused Tesla of the purchase of Sun City Company without careful consideration, even by Musk himself and some boards of directors. Members’ self-interest. Shareholders believe that Tesla, the maker of electric vehicles, has no need to acquire Sun City.
Shareholders allege that Tesla’s board of directors has hidden important financial information of Sun City from the majority of shareholders, and exaggerated the company’s technical strength in order to conclude the acquisition as soon as possible.
According to foreign media analysis, if Tesla and Musk can revive the solar business as soon as possible and make it an important source of profit and revenue, it may ease shareholder dissatisfaction and ease the pressure in court.
Tesla’s solar tile business is also facing a major positive. The California Energy Commission and the California Building Standards Commission have stipulated that from 2020Initially, new homes in the state must be installed with solar panels. And products such as Tesla that directly make battery panels into tiles and roofs are highly competitive in the market.
For many years, Sun City has been selling traditional solar panels, but after being acquired by Tesla, the company ’s physical sales channels have been greatly reduced. Tesla has also cancelled the time-consuming and labor-intensive sales promotion method. Promote solar energy through Tesla’s electric car specialty stores, and use more lethal means-that is, to significantly reduce prices.
Tesla’s solar business is dependent on the electric vehicle specialty store system. In the past, Musk announced the closure of a large number of electric vehicle specialty stores, which also made solar products lose the only offline display and sales venue.