A Bad Leak for Tesla: The New Model 3 / Chinese Megapack Set to Explode / Zeekr X ⚡️
发布时间 2023-04-13 20:58:24 来源
摘要
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Bradford w/ Halter: https://www.youtube.com/watch?v=3T6sSufXPQs&ab_channel=HalterFergusonFinancial
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00:00 - Respect, Sir
00:48 - New Tesla Model 3 Project Highland Refresh
4:05 - Dallas EV Proposal
5:03 - Like to Travel? (Surfshark)
6:18 - Megapack in China
7:30 - Tesla China Weekly
7:47 - Tesla in Chattanooga
8:03 - Sell When Exuberant
8:30 - Zeekr X
9:41 - US Charger Expansion
10:17 - Genesis Home
11:25 - BYD Dolphin to EU
12:01 - Cybertruck Jobs
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*Disclaimer: I was a financial advisor with Edward Jones for a number of years. That said, I am not your financial advisor so please always do your own research and do not base your investment decisions on my videos alone.
#TeslaModel3 #NewModel3 #ProjectHighland
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Welcome to Electrified, it's your host, Dylan Luma, quick shout out to my newest patron, Chris D. Thank you for choosing to support the channel. First off, I have to give a quick shout out to Bradford from Halter Ferguson Financial. This man flew to Lathrop and sat there for days to watch the MegaPacks come out of the factory while he tracked the number in the parking lot. Talk about dedication, I'm not going to steal his thunder, but he did confirm what we talked about a few weeks back that the daily production rate at Lathrop should be in the neighborhood of 12 MegaPacks per day. And Bradford did say that hopefully sometime in quarter three of this year some additional equipment will arrive that should allow this factory to actually hit the capacity 40 gigawatt hours per year or 10,000 MegaPacks.
欢迎来到“电气化”，我是你们的主持人Dylan Luma。首先要感谢我的最新赞助者Chris D选择支持本频道。我也需要快速致谢Halter Ferguson Financial的Bradford先生。他飞到拉斯罗普，在工厂外停留数天观察MegaPacks的数量，并跟踪停车场内的数据。他的专注程度真的让人佩服。我不会带走他的风头，但是他证实了我们几周前提到的内容，即拉斯罗普工厂的日产量应该在每天12个MegaPacks左右。Bradford先生说，希望在今年第三季度，另外一些设备到达，这个工厂才能真正达到年产量40千兆瓦时或1万个MegaPacks的能力。
Alright, so what do we have here? First of all, we have no idea where this came from or what it actually is. It does seem likely this is a leak of Tesla's project island, the Model 3 refresh, but could it be an older prototype? Is this a base rear wheel drive version? Is this going to be the production version? Or is this just one of Tesla's many prototypes that undergoes multiple iterations before hitting production? We just don't know. This leak unfortunately may have a slight Osborne effect for the next few months until this possibly enters production. Some people were aware of Project Island and the refresh, but that number will certainly grow from this. And now the word is out that it will indeed look different. It will not just be internal changes.
好的，我们现在有什么？首先，我们不知道这是从哪里来的或者它实际上是什么。它似乎可能是特斯拉的项目岛，即 Model 3 的刷新版，但它可能是早期的原型吗？这是基础版的后驱车型吗？这会成为生产版本吗？还是这只是特斯拉的许多原型之一，在投入生产之前经历了多个迭代？我们不知道。不幸的是，这个泄漏可能会在接下来的几个月中有轻微的奥斯本效应，直到这可能进入生产。一些人知道项目岛和刷新，但这个数字肯定会从这次泄漏中增加。现在消息已经出来，它看起来确实会不同。它不仅仅会有内部变化。
Let's just assume it is the next production version of the Model 3. The two obvious differences are no fog lights and the front bumper is different. I suppose the fog lights could be under this lip somehow or perhaps integrated into the headlights, but with a change like this you can bet your bottom dollar. One of Tesla's main objectives here was to continually drive down costs. Some have suggested this is Tesla driving the Model 3 up market to make room for the next gen $25,000 Tesla, but then you would just encroach on the Model Y and given Tesla's goal of making cars available to as many as possible, that seems unlikely. Even if the Model 3 dropped in price in other few thousand dollars, the next gen car is expected to be significantly more affordable.
假设这是Model 3的下一代生产版本。显而易见的两个区别是没有雾灯和前保险杠不同。我想雾灯可能在这个唇下面，在大灯中融合，但像这样的变化，你肯定可以打赌。特斯拉的主要目标之一是不断降低成本。有人认为这是特斯拉将Model 3提升到更高端市场以为下一代价格为25000美元的特斯拉腾出位置，但这样只会侵犯Model Y，考虑到特斯拉让尽可能多的人买到汽车的目标，这似乎不太可能。即使Model 3的价格下降了几千美元，下一代车也预计会更加实惠。
The headlights look like they are not the matrix style that we've seen in the past and there's also no Tesla badge on the hood, but this could easily just have been for testing. The tow hook cover cap circle remains and the ultrasonic's remain nowhere to be found. The bugs all over the front of the car suggest they've been doing testing at night without the cover that we've seen in other pictures. I'm not seeing a bumper camera anywhere in this image, but it could easily be hidden from this one angle. Some people are saying the side repeater flowing onto the driver door is confirmation this is real, but it's incredibly hard to see that from this angle. I'd also add this picture may have been taken with a certain lens and angle distortion, so let's try to withhold final judgement and we still have no clue what the rear of this car could look like.
前大灯看起来不像我们过去见过的矩阵式，车头也没有特斯拉徽标，但这可能只是为了测试而已。拖车钩盖圆盖仍保持不变，超声波仍然无处可见。车前覆盖上爬满了虫子，这表明他们在夜间进行了测试而未使用我们在其他照片中看到的车辆保护罩。这张图片中没有看到保险杠摄像头，但它可能被隐藏起来，只是从这个角度看不到。有些人认为，在驾驶员门上流动的侧重灯重复器确认了这是真的，但从这个角度很难看清楚。我还要补充一点，这张照片可能是用某种特定的镜头和角度失真拍摄的，所以让我们保留最终的判断，我们仍然不知道这辆车的后部长什么样。
If you zoom in on the dash area, again this could be distortion and nothing, but it seems like the dash is raised slightly toward the steering wheel, but this could just be a cover over the dash and the wheel to keep things hidden. Or could it be an instrument cluster? Maybe, but I would find that an odd decision for Tesla, especially if the goal is to drive down costs. I also like this idea from Matthew DR, definitely not ready to bet on something like this, but he said that perhaps this project island model 3 will be built on a similar platform to the Tesla Roadster, because if you scroll down, you can definitely see some similarities when it comes to the front bumper and the headlights. I also found this image on Reddit, it looks like the back of the headrest and the model 3 is also different in very new versions, just the stitching though, there's less of it. You can kind of see on this older picture that they used to have this stitch line right here, it seems like that has since been removed.
如果你放大仪表板区域，可能会出现畸变或者什么都没有，但是似乎仪表板稍微朝向方向盘升高了一点，但这可能只是覆盖在仪表板和方向盘上的遮盖物，以保持隐藏。或者它可能是一个仪表集群？也许是，但我认为这对于特斯拉来说是一个奇怪的决定，特别是如果目标是降低成本。我也喜欢 Matthew DR 的这个想法，但肯定不准备对类似的东西打赌，但他说，也许此项目的 Model 3 将在与特斯拉 Roadster 类似的平台上建造，因为如果你向下滚动，你可以看到在前端保险杠和大灯方面有一些相似之处。我在 Reddit 上也找到了这张图片，看起来头枕后面的部分和 Model 3 的最新版本也有所不同，只是缝合的方式不同，较少一些。你可以从这张老照片上看到，他们曾经在这里有这条缝合线，但似乎现在已经被移除了。
M&ROW has talked about many manufacturers waste money on stitching, so continual cost cutting. We have a proposed update for the city of Dallas in the development code, and the summary to propose to require electric vehicle charging infrastructure in all new construction, specifically the Dallas 1 and 2 family dwelling code. As we go forward, I think all new businesses, all new construction should start considering having charging as we transition to EVs, it'll just be a way for these businesses to attract more customers. This will be essential not just for 1 and 2 family locations, but especially for multi-family dwellings.
M&ROW表示，许多制造商在针线方面浪费了大量金钱，所以需要不断削减成本。我们提议为达拉斯市的开发规划更新，特别是在1和2家庭住宅规划中，提出要求所有新建筑都配备电动汽车充电基础设施。随着我们向电动汽车转型发展，我认为所有新企业、所有新建筑都应该开始考虑提供充电设施，这将成为这些企业吸引更多客户的一种方式。这不仅对于1和2家庭住宅位置至关重要，而且特别适用于多家庭住宅。
As most of us know, the lack of public charging infrastructure, the lack of charging options for people that live in apartment site buildings, and the lack of reliability of the infrastructure that exists, mostly non-testless superchargers, is a big hurdle for EV adoption, so any proposals like this for one in Dallas or any big city will definitely help to move the needle.
正如我们大多数人所知，公共充电设施的缺乏，公寓建筑居民的充电选项的缺乏以及现有基础设施的可靠性不足，主要是非无测超级充电器，是电动汽车普及的重大障碍，因此像达拉斯或任何大城市的这种提议一定会有所帮助，推动电动汽车的普及。
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Here we have some data from RoeMotion for March. This company is basically like benchmark mineral intelligence providing insight into the sustainable energy economy. In March, 7.6 gigawatt hours or 7,600 megawatt hours of new grid capacity entered operation across 85 locations, up 124% year over year, for some reason they compared it to February of last year. Listen to this though, in March, China dominated with over 90, 90% of new capacity, whereas Tesla building its next megapack factory, China. Two huge things to remember, one, the megapack deployments are going to be very lumpy month over month because there's a long process for these actually to enter operation, getting connected to the grid, etc. So just know month by month it's going to be up and down and that's fine. And this also means that for Tesla megapack sales to actually hit Tesla's financials, again, and they will most likely be a lag from the actual production because of how these contracts are structured, more on that though in the future. Looking at the top five projects in terms of size, so far this year, they are all in China. Just real quick from yesterday's video that 6,900 number 4 Tesla Weekly Insurance was actually confirmed by the CNEV post, so we're off to a very strong start.
在这里，我们有一些来自RoeMotion的三月数据。该公司基本上像基准矿物情报一样提供可持续能源经济的见解。三月份，85个地点投入运营了7.6吉瓦小时或7,600兆瓦小时的新网电容量，同比去年增长124％，由于某种原因，他们将其与去年二月进行了比较。听听这个，三月份，中国占据了90％以上的新容量，而特斯拉正在中国建造下一个Megapack工厂。请记住两件重要事情：一、Megapack部署将会非常不稳定，因为这些实际上进入运作需要漫长的流程，例如连接到电网等。因此，请知晓这个月的增长会有起伏，这是没有问题的。这也意味着，对于特斯拉Megapack销售实际上要影响支撑特斯拉的财务，很可能会因为合同结构的原因，存在实际生产和销售之间的滞后期，有关这方面的更多内容期待未来。从规模上看，今年迄今为止的前五个项目，都在中国。仅简单提一下昨天的视频中提到的6,900个数字，这是由CNEV贴文确认的，所以我们开始非常强劲。
In case you missed yesterday's video, here's the most recent week and compared to week one of quarter one.
如果您错过了昨天的视频，这里是最近一周的情况，并与第一季度第一周进行比较。
There is a 26.7,000 square foot building being built in Chattanooga, Tennessee that is set to be leased to Tesla for a new showroom and service center set to be opened later this year. This would be Tesla's fourth location in Tennessee. This sentiment shared by Stephen Mark Ryan is one that I aggressively agree with and have for some time. Everything you need to know about Tesla as an investment opportunity is present. It's just a matter of making the time and doing the research, to which Elon said buy one other's panic, sell when they're irrationally exuberant. There are plenty of people today that are saying they wish they bought Tesla stock 10 years ago and this story will be exactly the same another 10 years from now.
在田纳西州的查塔努加市正在建造一个面积达26.7万平方英尺的建筑，计划租给特斯拉用作新展示厅和服务中心，预计将于今年晚些时候开业。这将是特斯拉在田纳西州的第四个地点。我强烈支持斯蒂芬·马克·瑞恩所说的这种想法，并且持有这种立场已经有一段时间了。所有有关特斯拉作为投资机会的信息都已经在这里了，只是需要花时间去做研究，就像埃隆说的，当别人恐慌时买入，当他们过于乐观时卖出。今天有许多人都说他们希望10年前就买了特斯拉的股票，而10年后这个故事会完全一样。
Zikker just launched a compact SUV for the Chinese market really to take on the model Y. Just to give you some background, so far this year in terms of Zikker deliveries, 4K1 they're sitting right around 15,000. Zikker did say it's not just for the Chinese market but for Western Europe as well, no details on that. Starting price of 27.6,000 US dollars should have facial recognition to unlock the car and optional in vehicle refrigerator. Deliveries are set to start in June and they're aiming for 40,000 this year. Zikker has no current plans to sell their EVs direct to the United States. So far Zikker has two models for sale, the 001 and the 009. The Zikker X is said to have a 66 kilowatt hour battery pack getting about 348 miles of EPA estimated range. For reference the model Y in China starts at about 38,000 dollars and gets 338 miles of range. In fairness, this car is a little smaller than a model Y and there are still questions about the software in charging things of that nature but the aesthetics and the early specs look pretty good.
Zikker刚刚推出了一款紧凑型SUV，旨在挑战Model Y在中国市场的地位。今年迄今为止，Zikker的交付量约为15,000辆。Zikker表示这款车不仅面向中国市场，还面向西欧市场，但没有详细信息。起售价为27.6万美元，应该具备面部识别解锁车门和可选的车内冰箱功能。交付将于6月开始，今年目标达到40,000辆。目前Zikker没有直销电动汽车给美国。到目前为止，Zikker有两个可供销售的车型，001和009。据称，Zikker X配备了66千瓦时的电池组，EPA估算续航里程约为348英里。参考Model Y在中国的起价约为38,000美元，续航里程为338英里。公平地说，这款车比Model Y略小，对软件和充电等问题还有待验证，但其外观和初步规格看起来很不错。
We actually reported on this a few months back but it looks like it's still moving forward this Italian company E-Nell is set to install a major amount of charging infrastructure in North America throughout the next decade. We're talking 10,000 fast chargers just in the United States and then overall 2 million total across North America. They did say most of that new gear would come from selling at home chargers but if they do add that 10,000 public fast charger number that would basically double the DC fast charging number that exists currently outside of Tesla superchargers. Be on the lookout for stalls looking like this.
几个月前，我们已经报道过这件事，但看起来意大利公司 E-Nell 仍在积极推进，他们计划在未来十年在北美地区安装大量充电设施。具体来说，在美国就将安装 10,000 个快速充电设备，而整个北美地区的总数达 2 百万个。他们表示大部分新的充电设备将来自在家充电器的销售，但如果他们确实增加了这 10,000 个公共快速充电设备的数量，那么除了特斯拉超级充电站，直流快速充电数量就会基本上翻倍。请留意这样的充电桩。
Genesis just unveiled their Genesis home program. Essentially they're going to have set energy advisors to work with customers to build out tailor fitted solutions for their homes when it comes to integrated energy production and storage. It's really just composed of three things solar battery storage and EV charging. So honestly it's a great idea I'm a big fan but if you read the fine print here's what differentiates Tesla from the rest. Just know in the years ahead you'll see many companies trying to implement things that Tesla is doing but this will be the difference.
Genesis刚刚推出了他们的Genesis家庭计划。实质上，他们将有一些能源顾问与客户合作，为他们的家庭建立度身定制的解决方案，涉及综合能源生产和存储。它实际上只由三个东西组成：太阳能电池板、电池储存和电动车充电。所以，说实话，我很支持这个想法，但如果你仔细阅读细则，这就是特斯拉与其他人的不同之处。请记住，在未来几年中，你会看到许多公司试图实施特斯拉正在做的事情，但这就是不同之处。
Genesis home is all going to be manufactured and offered by third parties which means they'll be giving up a portion of the profits that Tesla will be keeping because they've taken the time to develop the power wall the inverter the Tesla solar roof the home charger etc. I can honestly already see it now all of these analysts out there saying look at all these other companies offering the exact same thing Tesla is offering. It's not true and that doesn't even touch on the software and the app and the customer experience which is a huge deal obviously so just remember all of those things.
Genesis家的所有产品都将由第三方制造和销售，这意味着他们将放弃一部分利润，而特斯拉将保留，因为他们花费了时间开发Powerwall、逆变器、特斯拉太阳能屋顶、家用充电器等等。我可以看到，现在就已经有很多分析师在说，看看这些其他公司提供的与特斯拉提供的完全相同的产品。这不是真的，甚至不触及软件、应用和客户体验，这显然是一个巨大的问题，所以请记住所有这些。
We have BYD set to launch the Dolphin hatchback in Europe before the end of this year starting for $33,000 basically a ticking time bomb waiting to explode. Just kidding. This will be the cheapest BYD model in Europe and it will join the Ado 3, the Han and the Tongue. It'll be key to watch these BYD sales throughout Europe the rest of the year to see how a Chinese brand is received. The growth numbers will most likely be very high because they're coming from a low base of 4,000 units all of last year.
我们已经确定比亚迪公司将在年底之前在欧洲推出约33,000美元起售的海豚掀背车，这基本上是个等待爆发的“定时炸弹”。开个玩笑。这将是比亚迪在欧洲最便宜的车型，将与阿朵3、汉和童群搭档。关注这些BYD在欧洲的销售增长数字将是关键，并查看中国品牌的接受情况。由于去年他们只销售了4,000辆，所以增长数字很可能非常高。
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