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Reporter Kwon Ae-ri, friendly economy, will be with you today (24th).

Reporter Kwon, There are so-called Seohak ants other than Donghak ants in Korea. People who directly invest in foreign stocks are called Seohak ants, but there was a business briefing session of Tesla that they paid attention to yesterday.



<Reporter>



Yes.

It's an American electric car company.

Yesterday, the company's business briefing was held as a shareholders' meeting in California, USA, and it was broadcast live around the world.



The atmosphere was quite different at the general shareholders' meeting.



It's Tesla's factory parking lot, and there are lots of colorful cars.



It's a gathering of 240 shareholders driving 240 Tesla cars across the United States.



There are many people who want to come, so they were chosen by lottery.



These days, large-scale events are hard to hold anywhere in the world, and Tesla has created an environment where shareholders can actually come but not contact each other.



Like a car theater, each person pulls their car and doesn't get out of the car, but when they hear the explanation and want to clap while watching the company's president on stage, they rang a horn instead.



Although it is a company, it is not a company-like atmosphere, and the atmosphere at the general shareholders' meeting is a little different.



The image of the company's electric vehicle and eco-friendly energy businesses, as a symbol of innovation, not just products, is strong, and shareholders respond like fans.



It is a company that can be compared in many ways to Apple in the days when Steve Jobs emerged as a symbol of innovation with successive announcements of smartphones and tablet PCs.



However, yesterday was the day when Tesla announced in advance that it would make the most exciting announcement since its inception, which really caught the attention of the world.



Over 270,000 people from all over the world watched live online at the same time.



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But when you open the lid, you didn't meet your expectations. Is this kind of reaction coming out?



<Reporter>



Overall, the reaction of disappointment is dominant compared to what set the mood in advance.



A day before Battery Day, the stock price plummeted as CEO Elon Musk showed a little regaining confidence in the surprise announcement he had previously announced. In the New York Stock Market, which ended this morning in our time after Battery Day, the stock price exceeded 10%. Collapsed.



Why is this? The plan itself is innovative enough, but in three years, he said he would mass-produce a car with a significantly improved performance at half the price it is now.



They are going to offer a car that is less than 30 million won in Korean money.



Electric vehicles are electronic products that carry people and move.

The battery is the heart, not the engine.



A car like this is only possible when a much improved battery can be mass-produced at a fraction of the cost of today, rather than a few successes in the lab.



He said he would do this in three years, and that a fully autonomous car would also have a trial version within a month.



I heard that the plan is grand, but it is close to the long-term goal.



There is a corona vaccine coming out these days, but it gave me the same feeling as it was not.



In the past, this company also showed off technology that surprised people, but on the one hand, there were times when we couldn't keep our promise to do something like this forever, and this gave us the atmosphere that we went to a famous feast but there was nothing to eat.



A month ago, there were even rumors that a battery with a life of 1 million kilometers would come out, and a campaign to change vehicles is usually done on 100,000 kilometers.

However, after rumors that a battery with 1.6 million kilos would come out, and when I opened the lid, I was disappointed by investors, including Seo Hak Ant, and investors around the world who had high expectations, which raised the company's stock price by five times this year alone.



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Still, it was an announcement that cannot be ignored, especially for Korea, which exports a lot of electric vehicle batteries.



<Reporter>



Yes, even though the contents announced yesterday may not be realized as they are, they also say that the goals presented by Tesla have meaning.



Yesterday's announcement was not a target for Korean battery makers, who have gained competitiveness through 20 years of hard work, but it was not a target for Korean companies, which now occupy a third of the global EV battery market, to feel threatened right away.



However, the standards for cost reduction and innovation that Tesla laid out yesterday are also beginning to set a new mid-term benchmark for industry competition.



What should we eat in the future? What are the items we can do well now and aim for a competitive advantage in the future? It is this Korean-made battery that is so-called K-battery and electric vehicle that we are expected to see in the future as much as the status of semiconductors. That's why individual investors who bought Tesla stock yesterday paid attention to battery day, but the industry paid attention to it, and after seeing it, I was relieved to say, "I did it, and I'm sure," but "Oh, the competition is very tight today." Such a situation appeared.