Model 3 Refresh Production / Tesla India: 3-6 Months / Toyota's US EV⚡️
发布时间 2023-05-31 21:02:47 来源
摘要
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00:00 - Roadster Reservations Open
00:52 - Morgan Stanley TSLA Stock Note
1:43 - Roadster Auction
1:53 - -BayWa r.e. and Powerwall
2:34 - Tesla India: 3-6 Months
3:56 - Model Y Best Selling Breakdown
4:25 - Elon's Trip & Model 3 Refresh Production
6:42 - Sawyer Tweet
6:54 - Tesla Deliveries at 50% SoC
7:21 - New EV Leader Study
8:46 - Toyota's First US EV & Exec Calls Out Toyota
10:45 - Jim Farley on EV Parity
11:54 - Volvo EX30 EV
12:05 - Faraday Future
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#Model3Refresh #TeslaIndia #ToyotaEV
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Welcome to Electrified. It's your host, Stilin Lumis. Quick shout out to my new or updated patrons, Manage M and Phil Kay. Thank you for choosing to support the channel.
欢迎来到“电气化世界”。我是您的主持人Stilin Lumis。首先要感谢我的新或更新的赞助者，Manage M和Phil Kay，感谢您选择支持本频道。
Tesla has reopened reservations for the Roadster. $5,000 due up front and then $45,000 is due within 10 days. You may want to check your geography but at least in the United States and I know a few other global locations as well, have reservations opened again. There's no indication of price. Now in the past, we were told the base model could be around 200,000 with the founders and the SpaceX packages pushing 250,000. And the last timeline guess we got from Elon at investor day was that they would finish the design and engineering this year and hopefully answer low volume production in 2024. And looking at the terms, yes, your reservation is fully refundable.
特斯拉已经重新对外开放Roadster的预订服务。初始费用为5,000美元，然后需要在10天内支付45,000美元。您可能需要检查一下您所在的地理位置，但至少在美国和其他几个全球地区，预订已经重新开放。目前还没有价格指示。在过去，我们曾被告知基本型号可能在20万美元左右，创始人和SpaceX套餐价格则可能会推高至25万。而埃隆在投资者日的最后时间表猜测是他们将在今年完成设计和工程，并希望在2024年回答低产量生产问题。看看这些条款，是的，您的预订是可以全额退款的。
We got a new Tesla stock note from Morgan Stanley. Very curious what you guys would think of this. They're saying for years, they've included significant value in their Tesla DCF for the value of Tesla supplying batteries to other OEMs. Of their $200 price target, $28 is related to Tesla as a third party battery supplier. Maybe long long term, you know, 7, 10, 15 years plus but in the short term, I think Tesla is going to need the 4680s for its own projects. Now I think Tesla should be given some value for potentially licensing some things like software technology, maybe even certain hardware, but I found this interesting that of all the future projects Tesla has Morgan Stanley shows Tesla as a battery supplier to assign some value today. What do you think?
我们收到了摩根士丹利的一份新的特斯拉股票报告。很想知道你们对此的想法。他们表示多年来，在特斯拉的贴现现金流量表中，已经包括了供应电池给其他原始设备制造商的价值。在他们$200的股价目标中，有$28与特斯拉作为第三方电池供应商有关。也许从长远来看，比如7、10、15年甚至更长，但在短期内，我认为特斯拉需要4680电池来推动自己的项目。现在我认为，特斯拉应该获得一些价值，可能会被许可某些软件技术，甚至某些硬件，但我发现有趣的是，在包括特斯拉所有未来项目的情况下，摩根士丹利把特斯拉作为电池供应商，分配一些现值。你觉得呢？
Quick update on the three untouched Tesla roadsters up for auction. New high bid, $2 million, bidding has been extended until June 2nd.
关于三辆未改装的特斯拉跑车拍卖的最新消息。最高出价已经达到了2百万美元，并且竞价已经延长到了6月2日。
In a new press released, we learned this company Baywa RE is going to be including the Tesla Powerwall through their solar system division, which is essentially its distribution arm in the United States. This Baywa company is a trusted ally for a network of leading solar installers and they're looking to expand their roles into residential energy consultants. Baywa will add Tesla Powerwall in California and is already working to expand availability to other US states in the coming months. So this is bullish for powerwall production and ultimately the distribution of that product as this company will now be marketing and carrying Tesla Powerwalls.
在一份新的新闻发布中，我们了解到这个公司Baywa RE将通过其在美国的太阳能系统部门（实质上是其分销部门），将特斯拉Powerwall包含在内。这个Baywa公司是一家为一系列领先的太阳能安装商提供信任支持的盟友，他们正在试图扩展其角色成为住宅能源顾问。Baywa将在加利福尼亚州添加特斯拉Powerwall，并已经在努力在未来几个月内扩大其在其他美国州的可用性。因此，这对Powerwall生产和最终产品的分销非常有利，因为这家公司将现在开始营销和携带特斯拉Powerwall。
We get an update on Tesla India. Tesla is expected to get back with its detailed India plan outlining the time it needs to set up a domestic vendor base in the next three to six months. So Tesla getting into the nitty gritty planning here. If the company looks at setting up a domestic assembly unit for EVs, India is willing to offer import concessions on the components required for the same.
我们收到了特斯拉印度方面的最新消息。特斯拉预计将在未来三到六个月内公布其详细的印度计划，包括设立国内供应商基地所需的时间。这意味着特斯拉正在深入规划这一计划。如果该公司考虑在印度设立电动汽车国内装配工厂，印度愿意对所需零部件提供进口优惠。
But over a period of time, Tesla will have to locally manufacture the components for which it will have to ask its vendors to set up shop there. Most of Tesla's vendors are Chinese. So they need to form joint ventures with Indian firms to operate in India. Once Tesla agrees to set up a manufacturing plant in the country along with a timeline for meeting indigenization levels or localizing the manufacturing of these products, the government may come out with a modified PLI scheme, which is a production linked incentive for EVs and batteries. They're saying Tesla is no longer pressing with its earlier demand for lowering import duties on completely built units. So Tesla may bypass the importing and just go straight to local production. For whatever it's worth, there's a three to six month timeline and Elon said they may announce another gigafactory by the end of this year. So maybe this is it.
但是随着时间的推移，特斯拉将不得不在当地制造其组件，需要要求其供应商在印度建立工厂。大部分特斯拉的供应商都是中国人，因此他们需要与印度公司组建合资企业以在印度运营。一旦特斯拉同意在印度建立制造厂，并确定达到本地化水平或本地化制造这些产品的时间表，政府可能会推出修改的生产链与锂电池相关的激励计划。他们说特斯拉不再坚持之前降低完全组装单元进口关税的要求。所以特斯拉可能会绕开进口，直接进行本地生产。不管怎样，有一个三到六个月的时间表，埃隆表示他们可能会在今年年底宣布另一个超级工厂。所以也许这就是它。
Personally, I can't get enough of hearing the Model Y was the best selling car in the world in quarter one, but I just wanted to give you the breakdown of where those Model Ys were actually being sold. 94.4,000 in China, 83.6,000 in the United States, 71.1000 in Europe for a fairly even distribution. And in terms of Tesla's overall sales in quarter one, not just the Model Y, the United States actually edged out China.
就我个人而言，我非常喜欢听到Model Y在第一季度成为全球最畅销的汽车，但我只是想给您解析一下这些Model Y实际的销售地区。其中，中国销售了94.4万辆，美国销售了83.6万辆，欧洲销售了71.1万辆，销售分布相当均匀。而且，就特斯拉第一季度整体销售而言，而非仅仅是Model Y，美国实际上超过了中国。
There are plenty of articles about Elon's visit in China being written and very little actually being said. But this time around, apparently people on social media have been calling Elon a pioneer, brother, ma, and a global idol. And one social media user said Elon Musk is just great. If only China could have someone like Elon Musk, which honestly all political stance is aside, I wish more Americans could adopt that mindset and appreciate what Elon has done for the country.
现在有很多关于埃隆访问中国的文章，但真正说了什么内容却很少。但这一次，社交媒体上的人们称埃隆是先驱、兄弟、马云和全球偶像。一位社交媒体用户说埃隆·马斯克只是太伟大了。如果中国能有像埃隆·马斯克这样的人，不考虑政治立场，我希望更多的美国人能采用那样的心态，欣赏埃隆为国家所做的贡献。
As you saw, China has called for stable and constructive ties with the United States in this meeting with Elon. And I think it's interesting that years ago, the premier said that Elon could help stabilize relations with Washington. And here we are about four years later and Elon is doing exactly that. And the foreign minister said a healthy, stable and constructive China-US relationship is not only beneficial to both countries, but also to the world. And on Weibo, Grace Tao shared this image of Elon visiting Gigashang High. And I thought this was a very cool sign of respect. They made Elon his own menu at one of the restaurants where he was apparently eating on this trip.
在这次与埃隆的会面中，你们看到了，中国呼吁与美国建立稳定和建设性的关系。我认为很有趣的是，几年前总理曾表示，埃隆可以帮助稳定与华盛顿的关系。四年后，我们正在做到这一点。外交部长说，健康、稳定和建设性的中美关系不仅有利于两国，也有利于全世界。在微博上，陶颖分享了埃隆参观吉加尚高新技术产业开发区的照片。我认为这是一种非常酷的尊重的表现。他们在他出现过的餐厅之一为他制作了自己的菜单。
The horse is known for its agile and swift nature in both Chinese and Western cultures. Since inception, Tesla has emerged as a dark horse standing out from traditional automotive companies and making remarkable achievements. This Chinese phrase associated with success serves as a wish for Tesla's successful journey on the path of going electric driven by dreams and traversing great distances.
马在中国和西方文化中都以敏捷和迅速的本质而著称。自成立以来，特斯拉已经成为一个黑马，脱颖而出，取得了显着的成就。这个与成功有关的中文短语是对特斯拉成功的祝愿，希望它在走上电动汽车之路的梦想和跨越巨大距离的旅程上取得成功。
So yeah, at least things with Elon Tesla and China seem to be pretty solid. But what we do get is news that Tesla plans to unveil the Model 3 project island to Elon this week. All we get for now is that Tesla plans to give an early glimpse of the revamped Model 3 to Elon. The first car is coming off the line on Thursday, our prototypes, and Bloomberg is saying it's slightly longer, sportier, and has a sleeker interior design. And an unfortunate reminder, just because Elon may get to see it this week does not mean that we will get to see it this week. But if prototypes are coming off the line this week, that would really lend some credence to actual production coming in quarter three like we heard earlier this year.
所以，看起来Elon、特斯拉和中国之间的关系非常稳固。但我们听到的消息是特斯拉计划在本周向Elon展示Model 3项目的更新计划。目前，我们所知道的是特斯拉计划让Elon提前了解重新设计的Model 3。第一辆车将在本周四下线，我们要看到的是样机，彭博社说它的长度稍长、更运动化，内部的设计更流畅。但不幸的是，眼下Elon能看到它并不代表我们能看到它。但如果这些样机在本周下线，那么就非常有可能会像我们今年早些时候听到的那样在第三季度实际生产。
Just a note on this tweet from Sawyer, I looked at the article and scrolled through it multiple times, didn't see any mention of Tesla or Megapax. Let me know if I'm missing something, but just be careful with that one. Tesla has been notifying customers that due to a new industry policy, they will now be delivering vehicles with a max 50% charge. And in order to compensate, they're going to give 150 kilometers of free supercharging for the inconvenience. It's too soon to say if this will just be for deliveries that traveled by ship due to some of those ship fires over the past few months, but just wanted to share so people don't think Tesla is just being lazy.
关于Sawyer发的推文，我看了文章好几遍，没有看到提到特斯拉或Megapax的任何内容。如果我错过了什么，请告诉我，但请小心处理这件事情。由于新的行业政策，特斯拉一直在通知客户，他们现在将提供最高50%的电量交付车辆，并为不便提供150公里的免费超级充电服务。目前还不确定这是否仅适用于那些由于过去几个月的一些船舶火灾而需要通过船运交付的汽车，但我想分享这个消息，以便人们不要认为特斯拉只是偷懒。
Here we have the results of a brand new study done by the International Council of Clean Transportation. I won't fully dive into this study, it's really just confirming things that most of us already know, Tesla and BYD clearly the leaders up front in green, plenty of transitioners in the middle. I wanted to point out the laggards is really the Japanese companies and one in India, Tata Motors. Also, if note when it comes to comparing Tesla to BYD, the only area BYD one was in this pillar score right here, which is just going over their actual coverage of different models and different variants.
这是一项由国际清洁交通委员会进行的全新研究的结果。我不会深入探讨此研究，因为它实际上只是确认了我们大多数人已经知道的事情，特斯拉和比亚迪在绿色方面明显领先，中间还有许多正在转型的公司。我想指出的是落后者真正是日本公司和印度的塔塔汽车。此外，当比较特斯拉和比亚迪时，BYD唯一在这里得分最高的领域是不同车型和不同变体的实际覆盖范围。
But when it comes to this pillar score here for technology performance in all of these metrics and this pillar here for strategic vision, Tesla ahead of BYD according to this organization. And they evaluated the top 20 manufacturers in the world based on their sales, actions and ZEV strategies in six major global markets. And if you were wondering like myself, why Tesla got a zero in renewable energy, they say only BMW, VW and Mercedes-Benz have made strong progress in using 100% renewable electricity when it comes to actually making the vehicles. And of course, it's not that Tesla uses zero renewable energy at its factories, it's just they're using a relative scale for these ratings. But again, this will be linked below if you want to dive in.
根据这个组织评估全球销售、行动和零排放车策略在六个主要全球市场的前20家制造商，特斯拉在技术表现方面的柱状评分和战略愿景方面的柱状评分超过比亚迪。如果你像我一样好奇为什么特斯拉在可再生能源方面得了零分，他们表示只有宝马、大众和梅赛德斯-奔驰在制造车辆时使用了100%可再生电力，其他制造商没有取得很好的进展。当然，这不是说特斯拉在工厂使用零可再生能源，只是他们在这些评级中使用相对度量标准。如果您想深入了解，下面将提供链接。
Toyota is looking to get in the game. It just said it'll build its first United States made EV in Kentucky starting in 2025. It'll be a three row EV crossover, which Jim Farley just said they're going to be targeting because the two row smaller crossover segment is already very crowded.
丰田正在寻求参与这场竞赛。它刚刚表示，从2025年开始，在肯塔基州建造其第一款美国制造的电动汽车。这将是一款三排座位的电动跨界车，Jim Farley刚刚表示他们将针对这一市场，因为两排座位的小型跨界汽车市场已经非常拥挤。
The EV batteries for these vehicles will come from North Carolina and they announced a new 2.1 billion dollar investment that now brings the updated total to about $6 billion dollars invested. And then we come crashing back down to earth, they say this factory will have six battery production lines for for hybrid vehicles and two for full BEVs.
这些车辆所需的电动汽车电池将来自北卡罗来纳州，并宣布新的21亿美元投资，现在更新的总投资额约为60亿美元。然后我们又回到了现实，他们表示这个工厂将有六条用于混合动力车的电池生产线和两条用于全电动车的生产线。
We know that Toyota has learned you can't just slap a battery on an ice production line and expect good things to happen like we saw with the BZ4X. But the pressure's on because there are a lot of new EVs that are supposed to be coming to market by 2025 and Toyota cannot miss with this one. And yes, this Toyota concept has been out there floating around, but we don't know if this will be the one for the three row crossover that's coming to the States.
我们知道，像BZ4X那样只是在冰生产线上加上电池是不可行的。现在，市场上有很多新的电动汽车计划在2025年推出，这给了丰田巨大的压力，他们不能错过这个机会。尽管丰田的概念已经浮现，但我们不确定它是否适用于即将在美国推出的三排座跨界车型。
The EV universe on Twitter shared this PDF that apparently Toyota sends to its dealers as a way to help them push hybrids. They argue the amount of raw materials in one long range EV battery could instead make six plug-in hybrid EVs or 90 hybrid EVs. And then they say instead of replacing one internal combustion engine car, you can replace 90. And correct me if I'm wrong here, but I think these 90 in this illustration would still have an internal combustion engine. So what are they actually talking about?
在Twitter上，EV宇宙分享了一份PDF，据说是丰田发送给其经销商以帮助他们推广混合动力汽车的一种方式。他们认为，一个长续航里程的电动汽车电池中的原材料量足以制造六辆插电式混合动力汽车或90辆混合动力汽车。然后他们说，与其更换一个内燃机汽车，你可以更换90辆。如果我理解错误，请纠正我，但我认为这个例子中的这90辆仍然会有内燃机。那么他们到底在说些什么呢？
I just wanted to share that because Martin Vika came in and dropped the hammer saying one less mining and extraction is needed in renewable economy due to no fossil fuel extraction to your car is fully charged every morning. So fast charging needs are limited yet widely available and three model three costs around $35.7,000 after the EV credit. How is this a real document?
我只是想分享一件事，因为Martin Vika出现并支持说，在可再生能源经济中，仍需要少一些采矿和提取，因为汽车充满电需要燃料的采集，而现在快速充电的需求已经得到限制，但广泛可用，三个Model 3的成本大约是35.7万美元，享受电动车信用计划之后。这怎么可能是真实的文件呢？
Jim Farley staying in the news headlines now saying EVs may not reach cost parity with ICE vehicles until after 2030. EVs will continue to be more expensive than ICE counterparts until the second and third generation vehicles go into production after 2025. Between 2030 and 2035, much of the EV cost savings will come from dramatically lower labor content because the vehicles will be simpler to build with fewer parts and will be fitted with smaller batteries that use cheaper materials.
吉姆·法利现在一直在新闻头条上说，电动汽车可能要到2030年之后才能与燃油汽车达到成本平价。电动汽车将继续比燃油汽车更贵，直到2025年后第二代和第三代车型投产。在2030年至2035年之间，电动汽车的大部分成本节约将来自于劳动力成本的大幅降低，因为这些车辆将更加简单，零部件更少，并搭载使用更便宜材料的更小的电池。
Farley also predicted lower distribution costs from selling EVs online and high revenue from software sales. Ford Software Services Business now has 600,000 subscribers, 200,000 are retail paying for blue crews, 400,000 are Ford Pro commercial customers. And talk about following in Tesla's footsteps, he said offering insurance could be a natural for Ford.
法利还预测，通过在线销售电动汽车，分销成本会降低，软件销售收入会更高。福特软件服务业务现在有60万订户，其中20万是为BlueCrew付费的零售用户，40万是福特Pro商业客户。而且，他还谈到了跟随特斯拉的步伐，他说，提供保险对福特来说可能是一个自然的选择。
And when Jim was asked about industry wide consolidation over the next five years, he instead predicted an acceleration of cooperation, saying cooperation is essential, especially for companies that may not have the resources to build out a full EV ecosystem.
当被问及未来五年行业整合的问题时，Jim预测合作将加速发展，并表示合作对于那些可能没有足够资源建立完整电动汽车生态系统的公司至关重要。
We get a quick glance of the upcoming Volvo EX-30 EV and we'll get the full unveil on June 7th and yes this is said to be available in the United States.
我们快速预览了即将推出的沃尔沃EX-30电动汽车，完整的揭幕活动将于6月7日举行，是的，这款车将在美国上市。
You can find me on Twitter at Dillon Luminus 22, hope you guys have a wonderful day. Please like the video if you did and a huge thank you to all of my Patreon supporters.
你可以在Twitter上找到我，用户名是Dillon Luminus 22。祝你们有愉快的一天。如果你们喜欢这个视频，请给它点个赞。特别感谢我所有的Patreon支持者。