Tesla global charging station layout complex building 'competitive moat'

According to Taiwan's major heng net reported on February 14, Morgan Stanley analyst Adam & middot; Jonas ( Adam Jonas） 12, according to the report, & other; The department of energy's statistical charging stations across the country, tesla accounted for 30% to 40%. ” Jonas to tesla and electric vehicle research widely on Wall Street to follow.

according to the report, by the end of last year, tesla will global & other; Super charging stations throughout the &; Network expansion to nearly 1. In 30000, at the same time & other; Charging point & throughout; The total number increases to 2. More than 10000. “ Super charging stations throughout the &; In one hour you can charge most tesla battery, and & other; Charging point & throughout; The charging time is longer, suit to be in business for a long time to stay or the owner of the hotel for the night.

jonas said, & other; Tesla's strategy is attractive part of physical infrastructure footprint, we believe that over a period of time can improve the customer experience, reduce the sore spot, and right millions of vehicles, cart management, provide support can also get the favour of a third party business team. ”

Morgan Stanley estimates that tesla & other; Super charging stations throughout the &; Will increase by 2030 to 1. In 50000, & other; To support the tesla has nearly 13 million cars on the road team size & throughout; 。

jonas said, tesla charging point of growth & other; Far less than tesla vehicle's popularity & throughout; 。 The charging network annual growth rate of about 40%, but tesla road vehicle annual growth rate of 83%. In addition, tesla team & other; Increase the speed of the far beyond its entity stores and service network, cause investors worried that it would worsen the system pressure & throughout; 。

　　“ Although tesla has been very hard to solve the quality of service related disputes, improve the operation service team to 411, for example, but customer service experience seem to have much more room for progress. ”