Tesla Just Released The NEW Model 3 - Everything We Know So Far
发布时间 2023-09-01 11:02:01 来源
摘要
➤ Tesla has released the brand new “Project Highland” Model 3
0:00 New Model 3 features
4:55 Exterior
6:01 Interior
9:52 Performance
16:39 Pricing / sales
18:58 Quick Cybertruck update
19:57 Overall thoughts
22:58 Questions and other details
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
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Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
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中英文字稿 
Hey everybody Rob Maer here and today I wonder what we're going to talk about, probably Project Highland. It is finally here. The updated Model 3 has arrived, Tesla's released this, they've given some press tours as well, some videos coming out from the likes of CarWow, some other channels. So we'll go through what we know so far, but it looked like the rumors largely turned out to be true.
大家好，我是罗布·梅尔，今天我们要讨论的是高地计划。终于来了。更新的Model 3已经到了，特斯拉已经发布了它，他们也进行了一些媒体参观，并发布了一些视频，一些来自CarWow和其他渠道的视频也传出了。所以我们将浏览目前为止所了解的内容，但看起来谣言大部分都成真了。
As we can see we've got an update from fascia here, from fascia. We've got a number of different updates, so we're going to go through some of the new photos that we've got, the design studio, things like that. And then I have summarized everything that I've found out that is different so far. These are going to keep coming in, we're going to keep learning more, but it's been a couple hours now, so I think we've got a decent handle on things so far.
正如我们所看到的，我们从这里得到了来自“背膜”的更新，是从“背膜”得到的。我们有许多不同的更新，所以我们将浏览一些新的照片，设计工作室之类的东西。然后我总结了到目前为止我发现的一切不同之处。这些更新将会不断出现，我们将会继续学到更多，但是现在已经过了几个小时了，所以我认为我们已经对情况有了不错的掌握。
So right off the bat, here it is, the leak that we had, probably a couple months back of this front fascia, looks pretty similar to what we're seeing now. I think a lot of the rumors have been correct, including obviously the date of September 1st, being the release date for China, since of course it is already that day there, and now. But let's just look at some of the updates here. So you can see right away, rear screen, I think the vehicle looks really great, the tail lights are updated, obviously the headlights as well. So from the leaks that we had previously seen, we knew there weren't going to be any major changes to the construction of the vehicle, because we've seen the sides have not been covered. So we kind of knew that going into it, obviously Tesla has a pretty consistent interior theme, so we knew a little bit of what to expect there as well. But there are a lot of changes as we can see the LED lighting. There are a lot of changes under the hood here, and I'm excited to kind of walk through those.
那么就来看看吧，这就是我们之前泄露出来的前脸造型，看起来与我们现在所看到的相似。我认为很多传言都是正确的，包括九月一日是中国发布的日期，因为在中国当地那天已经到了。但是让我们来看看这里的一些更新。你可以立刻看到，后排屏幕，我觉得这辆车看起来真的很棒，尾灯和前大灯都进行了更新。所以从之前泄露的信息来看，我们知道车辆的结构不会有太大的变化，因为我们已经能看到两侧没有被覆盖。所以我们对此有所了解，当然特斯拉的内饰风格一致，所以我们也能对此有所期待。但是从LED灯来看，有很多改变。车子引擎盖下面也进行了很多改动，我很兴奋可以详细讲解一下这些改动。
So from the videos that we have seen so far, let me just go in, we can see some real life shots. Again, Tesla held a press event, which isn't a kind of a nice change for Tesla. They tend to not really do those things, but it looked like they, you know, in this case did, getting some early access to reviewers to be able to post these videos, and although it's not necessarily advertising is definitely a type of promotion that Tesla has not done before. So again, I think it looks great. You know, we can see the reaction so far, I think seems to be quite positive. Seems to be a little bit more of a sporty look than what we had before with the model three. You can see the updated headlights here. I think those look great updated tail lights.
根据我们目前所看到的视频，我来谈谈一些真实生活的镜头。再说一次，特斯拉举行了一场新闻发布会，对特斯拉来说这不是一种常态。他们不太会做这些事情，但在这种情况下，他们似乎确实邀请了一些评论员提前观看并发布这些视频，虽然这不一定是广告，但无疑是特斯拉以前未曾尝试过的一种推广方式。所以我认为，看起来很不错。到目前为止，我们可以看到反应似乎非常积极。它看起来比Model 3更具运动风格。你可以看到这里更新的前灯，我认为它们很棒；更新后的尾灯也很不错。
What's interesting about the tail lights, and I think this is going to help Tesla from a manufacturability standpoint, which is probably the reason behind a lot of the updates that we're seeing with the tail lights. These are now integrated before they were split. So you'd have the trunk line splitting up the tail lights, which, you know, if you have any manufacturing issues in terms of tolerances, could put things out a lot out of whack. You might see more panel gaps and a construction like this. This is now all integrated with the trunk. So if the trunk opens up, the entire tail light comes up with it. So I think that's going to make things a lot easier for Tesla from again, a manufacturer ability standpoint, which obviously helps costs here.
关于尾灯的有趣之处在于，我认为这将有助于特斯拉从制造的角度来看，这可能是我们所看到的尾灯更新背后的原因。现在，这些尾灯与之前的分离式设计不同。以前，尾灯与行李厢线条相隔开，如果在公差方面出现任何制造问题，可能就会造成很多问题。这样设计可能会导致更多的面板缝隙和这样的构造。现在，这一切都与行李箱整合在一起。所以，如果行李箱打开，整个尾灯会随之升起。因此，我认为这将使特斯拉的制造变得更容易，从制造能力的角度来看，这显然有助于降低成本。
We get a look at the interior. So obviously pretty similar overall, but we've got a new redesign dash. We've got ambient LED lighting. This kind of gives us a hint too at the cyber truck lighting that we had talked about a couple of days ago that we had seen in that raisin canes drive through shot. So I'm imagining that that's probably very similar to what we're seeing now in the model three. This LED lighting, of course, is editable. So one of the reviews from automotive.it, although when it's out in here, we can see this is selectable. So you can change. You can see green here versus the blue and some of these other shots. So any color that you want to select for those LEDs is optional. And I would imagine you could probably also turn them off if that is not your style.
我们可以看到内饰。整体上看显然相似，但我们有了新设计的仪表板。我们安装了环境LED照明。这其实也给我们暗示了几天前我们在那个葡萄干狂热餐厅外拍到的Cybertruck照明。所以我想现在在Model 3上看到的也很可能是类似的设计。这个LED照明当然是可调的。汽车网站之一的评论中提到，虽然没有被展示在照片中，但我们可以看到它是可选择的。所以你可以改变颜色，在这些照片中我们可以看到绿色和蓝色等不同颜色的选择。所以任何你想为这些LED照明选取的颜色都是可选的。并且我想你也可以选择关闭它们，如果那不是你的风格的话。
As we can see with the front seats, these are now perforated. So that rumor also turned out to be correct. With this perforation, this does allow Tesla to offer ventilated front seats in the front of the model three. So that's going to be a really nice update for people. Of course, that's a feature that the model SNX have exclusively right now, and that's going to make its way over to the model three.
正如我们可以从前排座椅看到的那样，现在它们是有孔的。所以那个传言也被证实了。有了这种孔状设计，特斯拉现在可以在Model 3的前排座椅上提供通风功能。对于用户来说，这将是一个非常棒的升级。当然，目前这个功能是Model S和Model X独有的，但它将会被加入到Model 3中。
The rear seats are also perforated. However, doesn't sound like they are ventilated, just perforated. So it kind of gives us a little bit of a more elevated or luxurious, I think look and feel, but again, no ventilation, at least to my knowledge on the rear seats.
后排座位也有小孔。然而，听起来似乎它们并不通风，只是有小孔。所以，这给我们一种更高级或奢华的外观和感觉，但至少据我所知，后排座位没有通风功能。
The rear though, it is getting an updated or it's getting an additional screen. So like we see in the SNX. Now adding that eight inch center screen in the rear seats. So this is going to be really interesting. You can control media, control the climate control, everything like that, which will be really nice for rear passengers. There's another interesting feature that we'll talk about there in a second.
而在后排，它正在进行升级，或者说它正在增加一个额外的屏幕，就像我们在SNX中看到的那样。现在在后排座位上增加了一个8英寸的中控屏幕，这将非常有趣。您可以控制媒体、控制空调等一切，这对后排乘客来说非常好。还有一个有趣的功能我们待会再讨论。
Front trunk and trunk, they seem to be pretty much identical. We can see here again from automotive, the front trunk open. Looks pretty similar, maybe some minor changes, but overall, very similar in terms of the construction there.
前备箱和后备箱，它们看起来几乎完全一样。从这里我们可以再次看到汽车的前备箱打开了。看起来非常相似，可能有一些细小的变化，但整体上，在构造上非常相似。
So I want to go through just again, a list of all the features we'll talk a little bit about pricing performance and things like that in this section because there are significant updates there as well. So just to highlight and recap and highlight some of the things that we haven't talked about yet in terms of new features.
所以，我想再次简要回顾一下所有我们将在本节中谈到的功能列表，因为在这方面有重大更新，我们也会稍微谈到定价性能等方面的事情。那么，接下来，让我们重点回顾一些尚未讨论过的新功能。
So exterior, new colors, we're getting ultra red now, brought over to the Model 3 in addition, you know, extending now from the Model SNX, which recently updated to ultra red. So replacing the current red. Stealth gray, looks like that's replacing at midnight silver metallic. To me, it's looking pretty similar. I don't know what the exact updates are. It looked like maybe it was a little bit shinier for a lack of a better word, but you know, we'll see on that new fascia headlights, tail lights, we talked about that. The Tesla wordmark on the back. So let's see if we can find the interior or the rear shot here. So instead of the Tesla T, you now have the wordmark back there, which, you know, we have seen Franz's Model 3 look like that in the past. So Tesla bringing that design over here to the updated project's Highland Model 3.
外观上，我们有了新颜色，现在要推出极致红色，还会应用到Model 3上面，除此之外，它也延伸自Model SNX，该车型最近有了极致红色的更新。所以要替换掉现有的红色。深空灰似乎要取代午夜银色金属。对我来说，它们看起来相当相似。我不知道具体的更新情况。看起来可能会更加闪亮，但你知道，我们等着瞧吧。我们也谈到了全新的前脸、车灯、灯尾。后视中的特斯拉字样。所以我们来看看内饰或者后方的照片。现在，后面没有特斯拉T标志了，换成了特斯拉字样，你知道的，我们之前在Franz的Model 3上就见过这样的设计。特斯拉将这种设计带到了这个更新项目的高地版Model 3上。
We do have new wheels. So you can see they are pretty similar. They're called the Nova wheels, these ones. And then I can't remember the name of the arrow wheels, but pretty similar to what we're seeing just minor updates on the wheels. The dimensions have changed very slightly. The vehicle is one inch longer and also one inch shorter, both of which should give it a little bit more of a sportier look.
我们确实有新的车轮。所以你可以看到它们相当相似。它们叫做Nova车轮，就是这些。然后我记不得Arrow车轮的名字了，但它们和我们看到的车轮相似，只是有一些细微的更新。尺寸发生了非常轻微的变化。车辆比之前多了一英寸长度，也少了一英寸高度，这两个变化都会给它带来一些更运动的外观。
Interior, of course, new dash LED lighting. We talked about that as you may have seen no stocks on the interior. If I can find that shot. So something that a lot of people are probably going to be a little bit disappointed in. But again, that's going to help Tesla from a manufacturability and a cost perspective. How big of a savings that is. I don't know. But Tesla moving forward with that. And I believe that will now probably make its way over to all the vehicles following that style change for the S and the X.
当然了，内饰自然是新款的仪表台LED照明。我们也谈到过，您可能已经看到了内饰上的变化。如果我能找到那张照片的话。所以这对很多人来说可能会有点失望。但从制造和成本的角度来看，这将有助于特斯拉。这能节省多少费用，我不知道。但特斯拉在前进中会持续采用这一变化。我相信这样的变化很可能会在S和X车型上得到体现，并随后应用于其他车型。
In terms of the interior, they also say that there is improved material quality throughout. And that that is leading to 30% improvement in wind and ambient noise. 20% improvement in impact noise and a 20% improvement in road noise. They also mentioned that the acoustic glass that Tesla has talked about before, if you want to call it double pane, it's not technically double pane, but that's how a lot of people have referred to it. That glass is now in all windows are all exterior glass for the Model 3. Potentially, maybe not the windshield. I can't quite remember on that one, but they've added that sort of quote unquote acoustic glass or expanded it in terms of where it is at now. So that should help with these improvements here.
就内部设计而言，他们还表示整体材料质量有所提高。这导致了风噪和环境噪音的30%改善，冲击噪音的20%改善以及路噪音的20%改善。他们还提到特斯拉之前所说的声学玻璃，如果你想称之为双层玻璃，严格来说它并不是真正的双层玻璃，但这是很多人对它的称呼。现在，Model 3的所有窗户和外部玻璃都采用了这种玻璃，可能除了挡风玻璃。对于这一点我记不太清了，但他们已经在这方面增加了所谓的声学玻璃，或者在现在的位置上进行了扩展。所以这些改进应该会有所帮助。
The screen, although it is the same size screen, it's a new screen that is brighter, more responsive. There is a slimmer bezel, which is nice because if you look at your Tesla, if you've got one, those bezels were pretty big. Obviously, those displays were from back in 2017, 2018. I don't really know if we've seen an update, at least in terms of the bezel size since then, but otherwise, same screen dimensions and same processor. Ventilated front seats, we talked about that, preferred rear seats. The ventilation system has been upgraded, so of course the dash looks a little bit different now than it did before. I'm having trouble finding that one every time. This isn't a great shot of it, but we'll look at another shot here in a second. But the dash is updated. Again, it looks like something that is probably a little bit easier to manufacture, probably driving a lot of these decisions for Tesla.
尽管屏幕大小相同，但它是一块更亮、更灵敏的新屏幕。边框更加细小，这很好，因为如果你看看你的特斯拉，如果你有一台的话，那些边框是相当大的。显然，那些显示屏是从2017年、2018年开始的。至少从那时起，我不知道我们是否见过更新，至少在边框尺寸方面，但是其他方面，屏幕尺寸和处理器是相同的。前排座椅通风，我们谈论过了，后排座椅也是首选。通风系统已经升级，所以现在的仪表板看起来与以前有些不同。我每次都很难找到那个。这个并不是太好的一个镜头，但我们将在下一张照片中看到另一张。但是仪表板已经更新了。再次重申，这看起来可能是制造上更容易的一些决策，这可能是特斯拉做出这些决策的原因之一。
They also changed the climate control a little bit, and some people are going to really appreciate this. Before, you weren't able to actually turn off the fan on one side of the vehicle versus the other. If the passenger didn't want the fan on for climate control and the driver did, or he wanted them at different powers, those can now be adjusted. You can turn one side off, one side on, etc. That's going to be a nice change for people. They've also improved the microphones in the vehicle, and it sounds like they're now two, one over the passenger side, one over the driver side, I've got to double check that, but they've improved that, which should help for voice calls being made in the vehicle. That's really nice. They've also increased the speaker counts, at least for the long-range version. I think the rear wheel drive only has nine speakers, but the long-range version now has 17 speakers up from 14 previously. I think that additional speaker sits somewhere up here, if I remember correctly, and then I'm not sure on the other additional two.
他们还稍微改变了气候控制系统，一些人会非常欣赏这一点。以前，你不能真正关闭车辆一侧的风扇，与另一侧相比。如果乘客不想要车内风扇，而司机想要，或者他们想要不同的风力，现在可以进行调整。你可以关闭一侧，打开一侧，等等。对人们来说，这将是一个不错的改变。他们还改进了车辆中的麦克风，听起来现在有两个，一个在乘客座位一侧，一个在司机座位一侧，我需要再次确认一下，但他们已经改进了这一点，这应该有助于车内进行语音通话。这真是太好了。他们还增加了扬声器数量，至少是长续航版。我想只有后驱版本有九个扬声器，但长续航版现在有17个扬声器，比以前的14个多了。如果我记得正确，我觉得额外的扬声器放在这里的某个地方，其他两个我不确定。
The rear screen, we talked about that, that has been added, but the additional kind of interesting feature, the rear screen will actually allow you to move the front seats forward if those are unoccupied. So imagine if you're sitting back right at the vehicle, if you're in a left-hand drive country, if you're sitting in that seat, no one's in the front seat, you can use the rear screen to slide that seat forward if that's a little bit more comfortable. So not probably a feature that a ton of people are going to use, but something that is really nice if you do want to use it. Car-Wow did also mention that the rear seats are more reclined. So pretty big list here of changes, even though largely still looks like the same similar Model 3 with a new updated look. There's a lot of things going on behind the scenes, and I'm sure although these aren't all being mentioned or talked about, even within the vehicle, there's probably a much, much longer list of things that are being updated.
关于后屏幕，我们讨论了那个，它已经被添加了，但是还有一个有趣的附加功能，后屏幕实际上可以使前排座位向前移动，如果前座位没有人坐的话。所以想象一下，如果你坐在车辆后面，如果你是在左驾驶国家，如果前座位没有人，你可以使用后屏幕将座位向前滑动一点，以便更加舒适。这可能不是很多人会使用的功能，但如果你想使用它，这确实非常不错。Car-Wow还提到后座更加舒服。所以尽管整体上看起来仍然是类似的Model 3，但这里有很多的改变。背后可能还有很多事情在进行，虽然并没有全部被提及或讨论，但车内可能还有一个更长的更新列表。
Alright, so let's talk about performance and pricing. So in terms of performance, Car-Wow did mention that there is an upgraded suspension on this vehicle. There wasn't any specific mention of castings front or rear. We did expect that. I think a lot of people expected that for Project Highland to kind of bring that up to date with the Model Y, which of course uses those castings. But no sign of that yet. If we look at the render that is available on the design studio or the sort of Model 3 sales page, this is it. So we can see the rear here. This seems to be stamped pieces. If we compare that with the same sort of a render for the Model Y, which of course is cast, this is quite a different look. So as of right now, because no mention of that and because of these sort of renders here, right now it kind of looks like no major update to sort of the giga casting strategy on this Model 3. So interesting to see that. I'm not sure, you know, why Tesla didn't opt to go with that for the update, but for whatever reason that doesn't appear to be the case yet. Obviously, we'll very much look forward to tear downs from Monroe and associates and similar. So we'll look out for that.
好的，那么让我们谈谈性能和定价问题。关于性能，Car-Wow确实提到了该车辆有升级悬挂系统。并没有具体提到前后的铸造件。我们对此表示预料之中。我想很多人都希望高地计划能够使车辆升级到与Model Y相同的级别，而Model Y当然使用了这些铸造件。但目前还没有迹象表明有这方面的更新。如果我们看一下设计工作室或Model 3销售页面上提供的渲染图，就是这样。我们可以看到这是后部。这似乎是冲压件。如果我们将其与Model Y的同类渲染图进行比较，Model Y当然是铸造件，这就是一个相当不同的外观。所以就目前而言，因为没有提到这一点，以及因为这些渲染图，目前看起来似乎对Model 3的超大铸造策略没有主要的更新。这很有意思。我不确定为什么特斯拉没有选择对其进行更新，但出于某种原因，似乎尚未发生这种情况。显然，我们非常期待来自Monroe和合作伙伴的拆解报告以及类似的报道。所以我们会留意这方面的情况。
Carwell did say that this does have the same motor and same batteries, but the range did increase, which we'll talk about. Carwell said that there's an 8% improved efficiency. When they said that, I'm not sure if they're talking about an increase in range or if they're truly talking about efficiency in terms of, you know, what hours per mile or what hours per kilometer. So you know, we'll have to kind of keep our eyes out and try to learn more about that. But one of the things driving the improvement in efficiency is the aerodynamic construction of the vehicle. So Carwell mentioned that this is a 2.19 CD versus 2.25 or sorry, 0.219 CD versus 0.225 previously mentioning that this is the lowest coefficient of drag for any Tesla vehicle. That is on offer right now. So that's helping drive the improvement and efficiency. I would imagine the shorter and longer layout also is helping drive that CD down.
Carwell表示这辆车确实采用了相同的发动机和电池，但续航里程却有所提升，我们会继续讨论这一点。他说改进了8%的能效，不确定是指续航里程的增加还是确实在小时每英里或小时每公里的能效方面进行了改进。所以我们需要密切关注并试着了解更多。改进能效的一个驱动因素是车辆的空气动力学构造。Carwell提到这款车的空气阻力系数为2.19CD，之前为2.25CD，他还提到这是特斯拉任何车型目前所能提供的最低空气阻力系数。我想布局的短和长也有助于降低空气阻力系数。
As for range, this is a little bit confusing. So right now, the website for Tesla in Australia, which has been updated to Project Highland, we're not seeing it yet North America, at least as soon as I started recording this, we'll see when Tesla does that. What you can see here, 629 kilometers is the listed WLTP range.
就车辆行驶里程而言，可能会有些困惑。目前，在澳大利亚的特斯拉官网已经更新为高地工程，但在我开始录制这段视频时，北美地区还未看到相关信息，我们将等待特斯拉发布后再看。目前官网列出的WLTP续航里程为629公里。
If we look at the way back machine, so we'll go to the design studio here, you can see we'll get a long range, 629 kilometers. If we go back to the way back machine, I couldn't get it to work for China, but for Australia, we get a little long range. It looks like previously that was 602 kilometers. Similarly for the rear wheel drive, it looks like previously this was 491 kilometers versus the new model three now listed at 513 kilometers. So for both of those in Australia, that looks to be a 4.5% increase in range. Obviously that's a little bit lower than this 8% efficiency that has been mentioned. I've seen some sites list the range increase as 11%.
如果我们看看时光机器，我们会来到这里的设计工作室，可以看到我们可以获得长达629公里的续航里程。如果我们回到时光机器，我无法找到中国的数据，但对于澳大利亚来说，我们可以获得一些较长续航里程的数据。看起来之前是602公里。同样地，对于后驱车型，之前的续航里程是491公里，而现在的Model 3则列出了513公里。所以对于这两个车型来说，在澳大利亚的续航里程似乎增加了4.5%。显然，这要比之前提到的8%的效率提升要略低一些。我看到一些网站将续航里程增加量列为11%。
As a part of Tesla's little press tour, they did have a lot of slides going through updated information about the new model three. So I don't know if maybe some of these figures came from that. But right now, at least what I'm seeing in the configuration or design studio in Australia is about a 4.5% increase in range.
作为特斯拉小型新闻发布会的一部分，他们展示了很多幻灯片，其中包含有关新款Model 3的更新信息。所以我不知道这些数据可能是否来自那里。但目前在澳大利亚的配置或设计工作室中，我所见到的是续航里程增加了约4.5%。
Now I did want to check that against the design studio in China. Unfortunately, I couldn't really get a good handle on this. You can see this is a CLTC test standard. So worth mentioning that for Australia, this is WLTP. Both of these are going to be different and higher than what an EPA test cycle would indicate. So I'm going to keep in mind WLTP. It's usually 1.11 or 1.12 is kind of what you divide by to get the EPA equivalent. So we'll talk about that in a second.
现在，我确实想要将其与中国设计工作室进行核对。不幸的是，我无法真正掌握这一点。您可以看到这是一个CLTC测试标准。值得一提的是，对于澳大利亚来说，这是WLTP。这两者将与EPA测试循环所指示的有所不同且更高。所以我会记住WLTP。通常情况下，您需要将其除以1.11或1.12来获得EPA的等效值。我们马上会讨论这个。
But for CLTC, the rear wheel drive standard range is 606 kilometers, the long range 713 kilometers. Now I tried to do the way back machine for China too. You can see this is the kind of results I got. Not super clear. But what I was able to find is that at least some versions were listed at 675 kilometers. There was another at 556. Trying to put that in the translation. Google Translate here. So 556, 675 was the CLTC that was coming up on the way back machine. So with that, I think those were increases of, let me see. I didn't have that in my sheet, but I think I got it written down here. So the 556, which I'm guessing before, was the rear wheel drive standard range version.
对于CLTC来说，后驱标准续航为606公里，长续航为713公里。现在我也尝试用时光机在中国进行反向推算。你可以看到我得到的结果不是特别清晰。但是我能找到的是至少有一些版本被列为675公里。还有另一个版本为556公里。我尝试将其翻译过来。这里是谷歌翻译。所以556，675是时光机上显示的CLTC续航。所以，根据这个，我认为这些是增加了的，让我看看。我没有在我的表格上写下来，但我想我在这里有写下来。所以556，我猜之前是后驱标准续航版本。
The tricky thing about this is I'm not sure which wheels these would have, because again, it's kind of hard to tell what's going on on that page. But 556 to where the listing is now at 606, that is a plus 9% increase. And then for the long range, 675 to 713. Again, if that's what it was, hopefully someone can double check that. That would be a 5.5% increase. So those would differ from again, the 4.5% increases that we seem to be seeing here in Australia. So I think the jury is still out on exactly what these range increases are. If you guys have any additional insight on that, again, this is just coming out right now, please feel free to share that in the chat or in the comments today.
关于此事最棘手的是我不确定这些车轮是哪一种，因为很难看出该页面上到底发生了什么。但是从556到目前的606，是一个增长了9% 的利好。而对于远程型号，从675增加到了713。再次强调，希望有人能够核实这一点。这将是一个增长了5.5% 的利好。所以，这些数据可能与澳大利亚现在看到的4.5% 的增长有所不同。因此，目前对于这些续航增加的具体情况还没有定论。如果大家对此有任何其他见解，欢迎在聊天室或今天的评论中分享。
Now additionally, I looked up the, you can see if we go all the way to the bottom here, a lot of great new videos and things like that. I would recommend just kind of checking out these pages. But if we go down and look at the specifications for the rear wheel drive, we can see that the max charging rate is still 170 kilowatts. So this is the same as it was previously on the standard range version, even though there's a little bit more range here. So in theory, could potentially, you know, charge a little bit higher rate at the lower state of charge, although that could be offset if the pack size isn't necessarily in a bigger. So anyway, a little bit in the weeds, but 170 kilowatt max there. And if we look at the long range, this is 250 kilowatt max for charging.
现在另外，我查了一下，你可以看到我们在这里一直下滑到最底部，有很多很棒的新视频和其他内容。我建议你可以先看一下这些页面。但是如果我们往下拉并查看后驱的规格，我们可以看到最大充电速率仍然是170千瓦。所以这与标准续航版之前的规格相同，尽管现在的续航稍微长一些。理论上来说，在电池电量较低时，可以以稍微高的速率充电，尽管如果电池容量并没有增加的话，这个效果可能会被抵消。总之，细节有点复杂，但最大充电速率是170千瓦。如果我们看看长续航版的规格，最大充电速率是250千瓦。
So those are both still the same, at least in terms of how they were being listed right now. And there's also obviously no performance version, not one in China, not one in Australia. So we'll see there had been some rumors of, you know, a plaid model three. Those were probably just rumors of people trying to get ahead of it in case there were, just kind of trying to lucky guess it. But we'll see. I wouldn't be surprised if there is a performance at least at some point, you know, why Tesla would choose to not release that yet. If there is one, I'm not sure, but at least right now, not one being offered.
所以这两个都还是一样的，至少就目前来看是如此。而且显然没有性能版，无论是在中国还是澳大利亚都没有。所以我们会看到之前有一些谣言，你知道，有关于Model 3 Plaid的。这些可能只是一些人试图提前猜测的谣言，以防万一有的时候他们猜对了。但我们会看看的。如果在某个时间点上至少有一款性能版，我不会感到意外，你知道，为什么特斯拉会选择不发布呢？如果有的话，我不确定，但至少目前没有提供。
All right. So pricing and sales.
好的。所以，定价和销售方面的事情。
So in Europe and China, it looks like this is going to be available in October. You know, Tesla's obviously got to ramp this up.
在欧洲和中国，看起来这将会在十月份推出。显然，特斯拉必须加快生产速度。
I would imagine that if it's available in both Europe and China in October, what Tesla will probably do is take that first production that will likely be occurring here. Basically right now in September, they'll probably take that export that and then that can hit in Europe in October.
我猜想如果在十月份欧洲和中国都能出售，特斯拉可能会先将首批生产的车辆运到欧洲。基本上现在是九月份，他们可能会将这一批出口到欧洲，以便在十月份上市。
And then they can switch over in October to also start delivering these updated model threes in China. That would kind of be my best guess on Tesla's sort of allocation strategy based on the delivery time timelines that we're seeing.
然后他们可以在十月份开始在中国交付这些更新的Model 3。这可能是我对特斯拉分配策略的最佳猜测，基于我们所看到的交付时间表。
See if I can translate this that might help. I may be covering that, but you can see it says estimated delivery date here, the fourth quarter. So similar for Europe, but if we look at Australia, we're looking at January to March 2024. So Q1 estimate for Australia.
我看看能否翻译一下，或许能帮到你。我可能已经提到了，但你可以看到这里写着预计交货日期是第四季度。所以对于欧洲来说也是大致相同，但是如果我们看澳大利亚的话，预计是2024年1月至3月。所以澳大利亚的估计交货时间是第一季度。
Again, we haven't seen the update in North America yet, so we'll continue to keep an eye out for that.
再说一次，我们在北美尚未看到更新，所以我们将继续关注。
And then finally, in terms of pricing, so from car wow, they said that this is going to start around 42,000 pounds in the UK or wherever pounds are. Sorry, I know that's a ridiculous question for me to have, but and then 42,500 euros for automato.it is what they said in their video for Europe.
最后，就价格来说，Car Wow表示这款车在英国或其他使用英镑的地区的起价将大约为42,000英镑。抱歉，我知道这是一个愚蠢的问题，但是Automato.it在他们的视频中表示，在欧洲的起价将为42,500欧元。
And then in China, it is at 260,000 RMB. So that's actually a 12% increase from at the previous pricing, which started at 231,000 or 232,000 RMB. And that's equivalent to just under 36,000 US dollars again for the space vehicle. The long range version would start just above $40,000 equivalent in RMB.
在中国，价格为26万人民币。这实际上是比之前的定价增加了12%，起价为23.1万或23.2万人民币。这相当于不到3.6万美元再次购买该空间飞行器。长续航版本的起价将略高于40,000美元，相当于人民币。
So interesting to see a little bit of a price increase. Obviously, there were rumors about it coming in at a price under 200,000 RMB, which would have been around $28,000. I think we should have been very skeptical of that given what we know about Tesla's plans for the next generation vehicle to kind of fall into that price bucket.
很有意思地看到价格有了一点上涨。显然，有传言称价格将低于20万元人民币，相当于28000美元左右。考虑到我们对特斯拉下一代车型的计划，应该对此持非常怀疑态度，因为它并不符合特斯拉计划将该车型定位在这个价格区间的情况。
Maybe people are referring to what Tesla's cost would be. That would be something that I could see being reasonable. Because again, I think there's a lot of things in here that Tesla is probably doing to make this a more easily manufactured and cheaper to manufacture vehicle.
也许人们是在谈论特斯拉的成本。这是我能够理解并且认为有道理的事情。因为我认为特斯拉可能正在采取很多措施，使这款车更易于制造且更便宜制造。
So a lot to go through there. I definitely welcome people's thoughts in the comments. And I'll take a look here in the live stream and just kind of see, again, hopefully we haven't missed too much.
在那里有很多要处理的东西。我绝对欢迎大家在评论中分享想法。我会在直播中仔细查看，并希望我们没有错过太多内容。
Well, before I do that though, I do want to just make a quick point outside of Project Thailand. We do have a little bit of other news today on the cyber trucks and new photos of what appears to be a release candidate cyber truck.
好的，在我开始之前，不过我想除了泰国项目之外先简要提一下其他一点。今天我们还有一些关于电动卡车的其他消息，以及一些看起来像是最终发布版本的电动卡车的新照片。
And most interestingly, there's a label here, which I'll try to zoom in on. And you can see that the variant on the sticker here with which list the Vin is indicating that this is a dual motor, a cyber truck.
最有趣的是，这里有一个标签，我会试着放大一下。你可以看到贴纸上的变体中列出了VIN，表示这是一辆双电机Cybertruck。
So obviously we don't know exactly what configurations might be available at launch. Tesla talked about single dual and triple motor at the release event and then Elon eventually talked about a quad motor replacing triple motor. We've had some reports that that has now flipped back. So we'll see, but interesting to see this apparent release candidate version listed as a dual motor vehicle.
显然，我们并不确切知道在发布时可能有哪些配置。特斯拉在发布活动中提到了单引擎、双引擎和三引擎，然后埃隆最终提到四引擎取代了三引擎。我们收到了一些报告称现在情况已经改变。所以我们拭目以待，但有趣的是这个似乎是发布候选车型被列为双引擎车辆。
All right. So exciting day. I mean, just overall, I think there's still some things we need to learn about exact pricing, timing, obviously cost of the vehicle to produce. But it is nice to see the Model 3 updated. We've been waiting a long time for this since we've initially heard these rumors. I think that's probably at least six months, maybe a year ago at this point.
好的，太令人兴奋了。我的意思是，在总体上，我认为还有一些关于精确定价、上市时间以及车辆生产成本方面需要我们了解的事情。但看到Model 3的更新还是很不错的。我们已经等了很长时间，自从我们最初听到这些传言以来，可能已经有至少六个月，甚至一年了。
So it's been rumored for a long time. I think although it's probably not been a huge impact to Tesla sales for the Model 3 kind of earlier on in that window, there are people that certainly would be holding off and the closer and more loud these rumors have gotten. I think that's also going to create the same effect.
所以这个传闻已经流传很久了。我认为虽然在那个时间窗口的初期，这可能对特斯拉Model 3的销售没有产生很大影响，但肯定会有人会观望，而且随着这些传闻越来越接近并且越来越响亮，我认为这也会产生相同的效应。
Now obviously with this update, we're going to be in that period right now where people aren't going to really want the old Model 3s. We did just see discounts hit the inventory vehicles for Model 3 yesterday. That seemed a little bit more significant than what they were previously. It's always a little bit hard to tell based on different specific locations. But it does seem that Tesla did add some discounts, which no surprise as we see, you know, the new Model 3 update today.
显然，随着这次更新，现在我们正处于人们不太想购买旧款Model 3的阶段。昨天我们确实看到了Model 3库存车辆的折扣，这似乎比之前更为显著一些。根据不同具体地点，很难确定全部情况。但看起来特斯拉确实增加了一些折扣，这并不令人意外，因为我们今天看到了新的Model 3更新。
So as Tesla ramps up production for this, first in Giga Shanghai and probably also simultaneously, but I would imagine a little bit later since we haven't seen the North America announcement yet, that's going to both impact the production rate and also, you know, their ability to sell the current Model 3, which they'll then need to lower prices on that until they can clear it.
随着特斯拉加快生产速度，首先在超级工厂上海制造的Model Y，很可能还会同时推出，不过我想稍晚一些，因为我们还没有看到在北美的官方公告，这将对生产速度和他们销售现有的Model 3产生影响，届时他们将需要降低Model 3的价格，直到清库存为止。
And that's potentially going to affect margins in two ways, both production downtime, meaning less units, meaning higher cost per unit for their actual production. And of course, fewer vehicles produced means fewer vehicles sold while also struggling to potentially sell these at a decent price. So a long way of saying Q3 might be a little bit tough, right? Luckily, we've seen pretty good China numbers so far. So the first couple of months have been, you know, reasonably strong, at least in China.
而且这可能以两方面的方式影响利润率，首先是生产停工，这意味着生产的单位减少，从而导致每个单位的实际生产成本增加。 当然，生产较少意味着销售的车辆也较少，同时也可能在一个合理的价格上出售这些车辆。 所以可以说，Q3可能会有点困难，对吧？ 幸运的是，我们到目前为止在中国市场表现相当不错。所以头几个月在中国市场至少还是相对强劲的。
But you know, this could put a little bit of a challenge on things here in September until Thailand really gets ramps up in October. So just so I'm going to keep in mind, you know, that doesn't really matter other than to the stock short term, because obviously what happens this quarter has pretty much no bearing at all on what margins would be going forward, which is always why we're looking at that, right? We want to understand how Tesla's costs are coming in, how their sales prices are coming in so that we can understand where margins might go longer term. But when you have a period of time like this, where something so significant is changing that it's, you know, influence or projective power on where things end up in the future is quite a bit lower.
So just something to keep in mind, but obviously, you know, Wall Street kind of ignores a lot of that stuff sometimes.
但是你知道，这可能会在九月份给事情带来一些挑战，直到泰国真正在十月份加速推进。所以我要牢记的是，这实际上并不重要，除了对股票短期的影响，因为显然本季度发生的事情对未来的利润率几乎没有任何影响，这也是为什么我们一直在关注这个，对吧？我们想要了解特斯拉的成本是如何控制的，他们的销售价格是如何定的，以便我们能理解利润率长期可能会走向何方。但是当你有这样一段时间，其中一些如此重要的变化发生，以至于它对未来的影响或预测能力要低得多。
所以只是要记住这一点，但显然，华尔街有时会忽略很多这样的东西。
All right, I'm going to take a look through the comments here. Someone asked hardware three or hardware four. That's a great question. I have not seen any mention of the autopilot hardware. Maybe from all the videos that I've watched so far, I was not able to spot a front camera, front bumper camera, which we know the Cybertruck has. So that's an interesting question. Some of the rumors suggested that this would be sort of hardware three and a half, which I don't know exactly what that would mean, because I saw some people saying that's basically hardware four without the radar that we know is at least in existence in the S and the X. I'm not sure on the model why if that's got the radar or not, but it's a little bit unclear, at least to my knowledge right now, whether or not this is hardware three, three and a half, four, or what exactly is going on. I wouldn't be surprised if Tesla has not updated this, but I'm also a little bit surprised that it's not updated casting. So I guess I can't necessarily rule anything out.
好的，我现在要浏览一下这里的评论。有人问硬件三还是硬件四。这是一个很好的问题。我没有看到关于自动驾驶硬件的任何提及。也许是因为我到目前为止看过的视频中没有看到前摄像头、前保险杠摄像头，而这是我们知道Cybertruck具备的。因此这是一个有趣的问题。一些传闻提到这可能是一种硬件三点五，我不太清楚具体是什么意思，因为我看到一些人说这基本上是没有我们所知道的S和X车型上存在的雷达的硬件四。我不确定这款车型是否配备了雷达，但目前我对此并不清楚，不知道到底是硬件三、三点五、四还是其他什么情况。如果特斯拉还没有更新这一点我不会感到惊讶，但我也有一点惊讶，因为他们还没有更新铸造技术。所以我想我不能排除任何可能性。
Does it have steer by wire? No information that I've seen on that. Again, if someone has has more information, feel free to let me know. But I have not seen information on steer by wire as I've got.
它是否采用了电动转向系统？我没有看到相关的信息。如果有人有更多的信息，请随时告诉我。但是根据我所了解的信息，我没有看到关于电动转向系统的信息。
Model Y refresh. So obviously that's what people are going to wonder now, and that's going to put a little bit of pressure to on Model Y until we see a similar refresh. Obviously there is the project Juniper is kind of what the supposed name of a similar refresh for Model Y might be. From what we have heard from those rumors, it sounds like that wouldn't be until next year. So Tesla is not going to completely shut down production lines on Model 3 and Model Y at the same time. It makes sense to stagger them, but obviously it makes things a little bit tricky in this interim period of time.
Model Y 刷新。显然，现在人们会想到这个问题，这会给 Model Y 增加一些压力，直到我们看到类似的更新。显然，项目 Juniper 可能是 Model Y 的类似刷新的预期名称。根据我们从这些谣言中听到的，那似乎要等到明年才会推出。因此，特斯拉不会同时完全关闭 Model 3 和 Model Y 的生产线。分批进行生产线的更新是有道理的，但在这个过渡期中显然会变得有些棘手。
What changes make it a better Robotaxi? So obviously cost, I would assume is quite a bit lower cost of manufacture. I think the rear screen is definitely an addition. That is nice for a Robotaxi type of a situation. I would imagine that, again, we just talked about hardware. My guess is that that is probably updated, although we're not clear on that yet. Beyond that though, I guess I can read through some of the changes here, but I think a lot of these just make it a better vehicle, right? Whether it's a driving vehicle or a Robotaxi, I think there's just a big long-balded list here of things that make this a better car, which I think is exciting and obviously that translates a vehicle that you're driving or a vehicle that's driving you.
是什么改变使它成为更好的机器人出租车呢？显然成本，我想是制造成本相对较低。我认为后屏幕绝对是一个增加。这对于机器人出租车来说非常好。我想，我们刚才提到了硬件。我猜想，那可能是更新的，尽管我们还不清楚。除此之外，我猜我可以在这里读一些变化，但我认为很多这些都使车辆更好，对吗？无论是驾驶车辆还是机器人出租车，这里列出了许多能使这辆车更好的因素，我觉得这令人兴奋，显然这也会转化为你自己驾驶的车辆或者让它为你驾驶的车辆。
All right. All right. Just kind of reading through. Thank you all for your patience as I just sit here and read stuff, especially the audio listeners.
好的，好的。我只是在浏览一下。非常感谢大家的耐心等待，因为我只是坐在这里阅读一些内容，特别是给听众们。
All right. Somebody said it's not one inch shorter. It's 0.1 inches shorter. I got that from an inside EVs article. Either I misread it or they misstated it or this comment is wrong. More likely one of the former two options. That could be a little bit shorter, somewhere between a tenth and a full inch.
好的。有人说它不是短了一英寸，而是短了0.1英寸。我是从Inside EVs的一篇文章中得到这个信息的。要么我看错了，要么他们记错了，要么这个评论是错的。前两种可能更有可能发生。它可能会短一点，介于十分之一英寸和一英寸之间。
Performance stats we didn't talk about too much in terms of acceleration or top speed. Those largely look to be the same. We can see here, that's actually the long range stats. We'll flip over to Australia since that's not getting affected by the translation.
性能统计数据在加速度或最高速度方面我们没有过多讨论。在这方面，它们大体上是相同的。我们可以在这里看到，实际上这是关于长续航里程的统计数据。我们将转向澳大利亚，因为那里不受翻译影响。
So you can see real-wheel drive is 6.1 second, 0 to 100 kilometers, 62 miles per hour, and the long range 4.4, so 0.60. You might shave a tenth of a second off of those.
所以你可以看到实际后驱的加速时间是6.1秒，从0加速到100公里/小时，即62英里/小时，而长程型则为4.4秒，也就是0到60英里/小时。你可能能够在这些时间上再缩短十分之一秒。
Top speed, it looks like, actually, did maybe come down a bit, at least in the Australia Design Studio. It looked like that was 225 kilometers per hour before and 233 for the dual motor. Looks like both of these have been reduced to 201 kilometers per hour for whatever reason. But top speed does look to be a bit reduced. Acceleration though, largely looks similar. Being in car wow did say in same motors, same batteries, obviously the range has improved a bit.
最高时速看起来实际上可能稍微降低了一点，至少在澳大利亚设计工作室是这样。在此之前，它看起来是每小时225公里，双电机版本为每小时233公里。不管出于何种原因，这两个版本的最高时速都减至201公里每小时。不过，加速度似乎大体相似。然而，作为汽车评论网站car wow也表示，由于使用了相同的电动机和电池，显然续航里程有所改善。
We don't know if these are truly the same batteries or maybe they were referring to it being the same sort of battery chemistry or battery cell in terms of it being 2170s and LFP batteries for the standard range. So I think one of the rumors we had going into Highland was that it would be an updated battery potentially using a new battery, at least for the standard range from CATL. But no indication at least of that so far, other than potentially a little bit higher range, although, again, similar at least in Australia's Design Studio, similar increase for both rear wheel and long range.
我们不知道这些电池是否真的是同一种电池，或者他们只是指的是相同类型的电池化学成分或者2170s和LFP电池这种电池单体。所以我认为，我们在进入高地之前流传的一个谣言是，它可能会使用更新的电池，至少对于标准续航型号来说，可能会来自CATL。但是目前没有任何迹象表明这一点，除了可能稍微提高了续航里程，尽管至少在澳大利亚的设计工作室中来看，后驱轮驱动和长续航型号的增加是相似的。
Apparently, there is a front bumper camera. All right, so I don't know. Can we see that? It looks like maybe there's, yeah, it kind of looks like there's one hiding there. You guys see that? It does kind of look like one. I don't know if we get any better shots of that anywhere. But yeah, it does kind of look like there's a front bumper camera there. I don't think we get any better shots. I doubt there will be any in here that we can kind of see of that. Maybe strategically hidden. Ah, there we go. Yeah, you can see it right there. We'll have to wait for that to come back. It definitely looks like there is the front bumper camera, which is definitely nice to see. There are no ultrasonic sensors here, which you can see from just looking at the front fascia. And with the front bumper camera, that should make the performance of Tesla vision. Yep, there it is. That should make the performance of Tesla vision much more effective in terms of replacing those ultrasonic sensors. So really glad to see that.
显然，这辆车有一个前挡风摄像头。好吧，所以我不确定。我们能看到吗？看起来可能有一个，是的，它看起来可能隐藏在那里。你们看到了吗？它确实有点像一个摄像头。我不知道是否有更好的拍摄角度。但是是的，它确实看起来有一个前挡风摄像头。我想我们不会有更好的拍摄。我怀疑我们能看到更多。也许是有策略性地隐藏起来了。啊，没错，在那里可以看到。我们得等它回来。明显可以看到有前挡风摄像头的存在，这确实是个好消息。没有超声波传感器，你可以通过观察前保险杠就可以看出来。而有了前挡风摄像头，特斯拉视觉的性能应该更加有效地替代那些超声波传感器。所以很高兴看到这个。
I think that also makes it much more likely that this is more of a hardware for type of vehicle or maybe hardware three and a half if you want to consider no radar, which was kind of the rumor we heard as being not truly hardware for. To me, that seems like a bit of a misnomer. But obviously we'll just have to kind of wait and see on what that will be.
我认为这更有可能是一种硬件类型的车辆，或者如果你不考虑没有雷达的话，可能是硬件三点五，这听起来有点像谣言，不是真正的硬件版本。对我来说，这似乎有点名不副实。不过，显然我们只能等待并观察那将会是什么。
New headlight technology. So headlights is not something that I know a lot about. Unfortunately, I think I've read that these are matrix LED headlights, which probably means something to a lot of people. But I also heard from, I think Carwell mentioned that there's a little bit more dynamic control with the headlights, the projector part of the headlight in terms of being able to react traffic that's oncoming. So instead of just high beams being sort of a binary situation, if I was understanding what they were saying correctly, it sounds like that's a little bit more adaptive and dynamic based on what the car is seeing in terms of its environment. So again, not an area that I'm expert in, but that's kind of what my understanding is from what I've heard so far.
新的车头灯技术。车头灯并不是我了解很多的东西。不幸的是，我想我读到了这些是矩阵LED头灯，这对很多人来说可能有所意味。但我还听说过，我想是卡威尔提到过，车头灯的投影部分在应对逆向来车时有更多的动态控制。所以与其说只是简单的远光灯开关，如果我理解他们的话是正确的话，听起来应该是更具适应性和动态性，根据车辆环境来调节。所以再次强调，这不是我擅长的领域，但这是我目前从听到的内容所了解到的情况。
Do you think this changes position this vehicle, better in relation to upcoming compact? Yeah, so I think there are a number of different things here that make the vehicle a little bit better, a little bit more elevated. You've got the rear screen, you've got the ventilated, you know, perforated seats. The LED lighting. These are things that we may not see the sort of next generation vehicle have that could differentiate it a little bit. Kind of like we have seen those features to an extent differentiate the S and the X from the three and the Y. So with Tesla starting to bring some of those a little bit further down market, it does create maybe a little bit more of a differentiation from what Tesla may have with a smaller compact vehicle in addition, of course, to the size and all the stuff, you know, performance and things like that.
你认为这个改变的位置的车辆，与即将推出的紧凑型车相比，会更好吗？是的，我认为有几个不同的因素使这款车稍微更好一些，更上档次一些。你有后挡风玻璃，还有通风的镂空座椅。还有LED灯光。这些是我们在可能看不到的下一代车型中可能会有所差别的方面。就像我们现在已经在S和X车型与3和Y车型之间看到这些功能在某种程度上的差别一样。所以，随着特斯拉开始将一些这些功能稍微推动到更低端市场，可能会在特斯拉推出一款更小的紧凑型车时，创造出更多的差异化，当然，除了车辆尺寸和性能等方面的差异。
Howard Frunk? Not sure. Haven't seen anything on that. So my guess would be probably not. What currency? So this is the Australian design studio. If anyone was looking at the prices, hopefully that was clear, but yeah, these are Australian dollars, not USD. So yeah, don't get tripped up by that. We don't know the pricing for the North American updates yet.
霍华德·弗朗克？不确定。没有看到相关信息。所以我的猜测可能是否定的。是什么货币？所以这是一个澳大利亚的设计工作室。如果有人看价格的话，希望能理解清楚，但是是以澳元计价，而不是美元。所以，不要被这个搞混了。我们还不知道北美市场的价格更新情况。
Audios low. Sorry about that. If that's low, I feel like I'm talking a little bit low. All right. It seems like that's probably most of the questions. So I think we're going to wrap it up there. But yeah, pretty exciting day. I think how exciting is to be determined because I think a lot of what's really exciting here doesn't come across from these, you know, nice videos that we see on the website. Like I think the update looks great. But what I'd probably be most excited about from a business standpoint is what Tesla's really been able to do with the manufacturing process, what they've been able to do with the construction of the vehicle and how that affects the costs. Because I think that's, you know, again, got a bend of top priority with this redesign. If you've got an opportunity like this where you are redesigning the vehicle to a significant extent, you know, Tesla's going to take full advantage of that opportunity to implement cost savings as well with the potential caveat of, you know, we, I would be curious to hear a little bit more about what's going on with the castings and why that wasn't implemented. Maybe Tesla just didn't really feel like it was worth the change to the production lines for the savings that they would get and the cost that maybe it would, they would have to bear in terms of the production rate to get that up to speed, et cetera. So interesting decision nonetheless. And hopefully we hear a little bit more from Tesla on that at some point.
抱歉声音有点小。如果这个音量已经小了，我觉得我说话可能也有点小声了。好吧，似乎这可能是大部分问题的回答了。所以我想我们可以在这里结束了。但是，确实是一天相当令人兴奋的一天。我认为有多令人兴奋还有待确定，因为我觉得在这些漂亮的网页视频中无法体会到真正令人兴奋的部分。我认为这次更新看起来不错。但从商业角度来看，我可能最感兴趣的是特斯拉在制造过程中所做的努力，以及车辆制造方式对成本的影响。因为我认为这是设计重新调整中的首要任务。如果你有这样的机会重新设计车辆，在很大程度上，特斯拉会充分利用这个机会来实施成本节约，尽管可能存在一些潜在的问题，比如我很想知道铸件方面的情况以及为什么没有实施。也许特斯拉只是觉得对于他们可能获得的节省而言，改变生产线不是值得的，并且在生产速度上要承担一些成本。总之，这是一个有意思的决定。希望特斯拉能在某个时候对此更加详细地阐述一些。
All right. That is going to wrap it up then. As always, thank you for listening. Make sure you're subscribed and signed up for notifications. You'll also find me on X at Tesla podcast. And we'll see you tomorrow for the Friday, September 1st episode of Tesla daily. Thank you.
好的，就这样结束了。像往常一样，非常感谢你的收听。确保你已经订阅并开启了通知。你还可以在X上找到我，那是特斯拉播客。我们明天见，为九月一日星期五的特斯拉日报。谢谢你。