Biggest TSLA 10-Q Takeaways / Mercedes EV's Not Selling / UAW Finally Does It ⚡️

come and oy aah bubbling Night a Ahh Welcome to Electrified, it's your host Dylan Loomis, quick shout out to my newest patrons, AJV and Neil C. Thank you for choosing to support the channel.

欢迎来到《电气化》，我是您的主持人Dylan Loomis。先快速向我的最新赞助者AJV和Neil C.致以问候。感谢你选择支持本频道。

First up today, customer deliveries of the Model 3 Plus or the new Model 3, whatever you want to call it, have begun in Germany. As we speak, it's actually arriving in multiple European countries as well. The word is Model 3 Plus deliveries will actually start in China at the end of this month and then again North America, Q1 next year. Here's a picture of the vehicle arriving in Italy.

今天首先，Model 3 Plus（或称为新的Model 3）的客户交付已经在德国开始。与此同时，它也正在抵达其他多个欧洲国家。据说，Model 3 Plus的交付将在本月底开始在中国，并在明年第一季度再次开始在北美地区。这里是一张车辆抵达意大利的照片。

So in the weeks ahead, as we get some customer reviews and the word starts to spread about the refresh, hopefully we'll see an uptick in Model 3 sales. It's a bit of a double-edged sword though, we will have the Osborne effect for some North American customers as they're just going to choose to wait until next year to get the refreshed model. As Esther reported on X, deliveries have begun in the Netherlands as well.

在接下来的几周里，随着我们收到一些客户评价并且关于产品更新的消息开始传播，希望我们将会看到Model 3销售的增长。然而，这是个两难的情况，因为一些北美的顾客会选择等到明年才购买这款更新的车型，这会对我们的销量产生奥斯本效应。正如Esther在X上报道的，我们已经开始在荷兰交付了。

You guys may recall a few months back, Reuters had that exclusive report about Tesla owners complaining that the range estimates in Tesla vehicles were not accurate, specifically in cold weather. We talked about it at length at the time, but now in Tesla's 10Q which we got today, more on that in a second, we have the Justice Department seeking documents from Tesla when it comes to their vehicle driving range as well as autopilot concerns.

你们可能还记得几个月前，路透社发布了一份关于特斯拉车主投诉特斯拉车辆续航估计不准确的独家报道，尤其是在寒冷天气下。当时我们对此进行了详细讨论，但是现在根据我们今天获得的特斯拉的10Q报告，关于这个问题，还有其他的，稍后再讲，我们得知司法部正在要求特斯拉提供有关车辆续航里程以及自动驾驶方面的文件。

All you really need to know for now, here it is right from Tesla's third quarter 10Q. We receive requests for info from regulators and governmental authorities like NHTSA, the NTSB, SEC, DOJ and various local state federal and international agencies. We routinely cooperate with such regulatory and governmental requests, including subpoenas, formal and informal requests and other investigations and inquiries. I think oftentimes people can see these headlines and get somewhat spooked, but just wanted to remind everybody this is completely routine, it's been going on for years, these authorities are really just looking for more information and looking back, there really hasn't been anything that's developed from these that's had a material impact on Tesla financially.

现在你真正需要知道的一切，就从特斯拉的第三季度10Q报告中可以得知。我们接到了监管机构和政府机关（如NHTSA、NTSB、SEC、DOJ以及各种地方、州、联邦和国际机构）的信息请求。我们通常与这些监管和政府请求保持合作，包括传票、正式和非正式请求以及其他调查和询问。我想有时候人们看到这些头条新闻可能会有些紧张，但我只是想提醒大家，这是完全例行公事，已经进行了多年，这些机构只是在寻找更多信息，回顾过去，从这些行动中并没有对特斯拉的财务状况产生实质性影响的事情发生过。

When it comes to the range estimate situation, remember the EPA actually sets those public ranges and then Tesla can do its own testing. There are rules of the game that Tesla can manipulate a little bit when it comes to the range estimates, but again, as far as we know, Tesla wasn't doing anything illegally, just playing by the rules of the game. And they said to our knowledge, no government agency in any ongoing investigation has concluded that any wrongdoing occurred. Then you add that every company is going to experience more range loss in colder weather and there are many other factors that impacted the range estimate and what you actually get in the real world. So I'd be shocked if anything really came of this, but the government agencies want more info.

说到里程估计的情况，要记住EPA实际上设定了公开的续航里程，而特斯拉可以自行进行测试。在续航里程估计方面，特斯拉可以在游戏规则上稍微做些手脚，但据我们所知，特斯拉并没有做任何非法行为，只是按照游戏规则进行操作。而且据我们所了解，没有任何正在进行的调查的政府机构得出了任何不当行为的结论。另外，在寒冷天气下，每家公司的续航损失都会增加，并且还有许多其他因素会影响续航里程的估计和实际使用情况。所以，如果真的有什么结果出现，我会感到震惊，但是政府机构需要更多信息。

This report from the Highway Loss Data Institute came out earlier this year, but it was circulating earlier today. The purpose of this current analysis is to quantify the extent to which whole vehicle theft varies by vehicle size and class and make and series. It presents whole vehicle theft losses under comprehensive coverage for passenger vehicles produced during model years 2020 and 2022 results in this report were standardized to control for the effective demographic and geographic variables to accurately assess the contribution of the vehicle to insurance losses. We don't need to dive into the methodology here, just know that this table is for whole vehicle theft claim frequencies and we're going to focus on this column relative claim frequency, the higher the number, the more likely that vehicle is to be stolen. The two worst offenders both from Dodge, the SRT Hellcat and the Charger Hemi. I'd also point out that four out of the top 20 are also from Kia 20%.

这份来自公路损失数据研究所的报告今年早些时候发布，但今天早些时候开始传播。这份当前分析的目的是量化整车盗窃在车辆尺寸、类别、品牌和系列方面的差异程度。该报告呈现了在2020年和2022年车型生产的乘用车中通过综合保险覆盖范围的整车盗窃损失，报告中的结果经过标准化，以控制有效的人口和地理变量，准确评估车辆对保险损失的贡献。我们不需要深入研究方法论，只需了解这个表格是关于整车盗窃索赔频率的，我们将重点关注该列的相对索赔频率，数值越高，该车辆被盗的可能性就越大。两个最严重的违规车辆均来自道奇车型，分别是SRT Hellcat和Charger Hemi。另外，我还要指出前20名中有四款车型来自起亚，占总数的20%。

And here we have the other end of the spectrum, the best of the bunch, the two least stolen vehicles, the Model 3 and the Model Y relative claim frequencies of three compared to over two and six thousand for the Hemi and the Hellcat. You'll see the Model X is fifth on this list and then the Model S is the last vehicle on the top 20 least stolen vehicles list. The more the general public becomes aware of things like Sentry Mode and Dashcam and mobile app viewing and tracking, the more likely Tesla is to remain at the top of these lists when it comes to the least stolen vehicles.

在这里，我们有谱两个极端：最糟糕的和最棒的。相对索赔频率方面，Model 3和Model Y是最不容易被盗的车辆，相对于Hemi和Hellcat品牌的超过两千次和六千次的索赔频率。你会发现Model X在这个列表中排在第五位，而Model S是前20个最不容易被盗的车辆列表中的最后一辆。当普通大众逐渐意识到Sentry Mode、Dashcam和移动应用程序的查看和追踪功能时，特斯拉在最不容易被盗车辆的榜单上将更有可能保持领先地位。

Replying to James Stevenson, Elon said, I said we would advertise, we are doing so at small scale and we'll do so at larger scale as we figure what works best. I know a huge portion of the Tesla community is very excited to hear this because this is the first time that we've heard Elon talk about a larger scale when it comes to advertising.

回复詹姆斯·史蒂文森的言辞，埃隆说，我曾经说过我们会做广告，我们正在小规模地实施，并将随着我们找到最佳方案而逐渐扩大规模。我知道特斯拉社区中有很多人对此非常兴奋，因为这是我们第一次听到埃隆谈到广告规模扩大的问题。

Right now, we know Tesla is running a few hundred text-based Google search ads. Here and there on X we've seen a few Tesla ads in traditional print magazines and we saw that one in an airport where they had it on the wall with that QR code. But what many people want to see are video ads on platforms like YouTube X and maybe even on television or the Super Bowl. I'd caution it may be another three to six months before we see larger scale advertising from Tesla as figuring out what actually works does indeed take time.

现在，我们知道特斯拉正在运营数百个基于文本的Google搜索广告。在X上，我们偶尔在传统印刷杂志上看到一些特斯拉广告，还在机场墙上看到过一个带有QR码的广告。但是许多人想看到在YouTube X等平台上的视频广告，甚至可能在电视或超级碗上看到。我要告诫大家，也许还需要三到六个月的时间，我们才能看到特斯拉进行大规模广告推广，因为弄清楚什么才真正有效确实需要时间。

It's fairly obvious though with a purchase as big as a vehicle when somebody sees an ad they may not go buy a vehicle that day. It may take three, six, nine months for that ad to actually transition or convert into an actual purchase. I'm pretty much where I've been the entire time.

然而，对于像购买车辆这样的大型商品来说，很明显当有人看到广告时，他们不会立即购买车辆。广告可能需要三个、六个、九个月才能真正转化为实际的购买行为。我一直保持着我一直以来的状态。

Do I think Tesla needs advertising to succeed in the long run? No, but do I also think that Tesla could benefit from targeted educational advertising to the right target market? Absolutely. I think it's people that understand advertising maybe have dabbled with it a bit really understand the value and the benefit of doing it. Those that don't have that experience and just think of advertising in a more traditional sense may not be able to see the value as easily.

我认为特斯拉需要广告来取得长期成功吗？不，但我是否认为特斯拉可以从针对正确目标市场的教育性定向广告中受益？当然。我认为那些了解广告并且可能有一些经验的人真正理解广告的价值和好处。那些没有这种经验，仅从传统的角度来看待广告的人可能很难看到其价值。

I'm not going to lie though, I am pretty excited for Tesla to get more into this one because I have faith that they're going to figure it out like they've done with everything else and two it is getting harder and harder to argue that certain people with enough money to buy a Tesla are either uneducated or misinformed about Tesla and EVs in general. So hopefully this larger based advertising can start to change some of those wrong narratives.

我不打算说谎，但我对特斯拉投入更多的精力感到非常兴奋，因为我相信他们会像他们在其他领域一样找到解决方法。而且，越来越难以争辩的是，有足够钱购买特斯拉的某些人，要么是没有受过教育，要么是对特斯拉和电动汽车普遍存在误解。因此，希望这种更大规模的广告宣传能够改变某些错误的观念。

Last thing I'll say while I don't love taking Tesla's price cuts and then multiplying that by sales and then extrapolating what Tesla just lost every time they do these price cuts, namely because that does not account for how many vehicles Tesla would have sold without those price cuts. I do think it's worth mentioning especially for those with limited experience with advertising with a pretty small budget relatively speaking of $100 million even $50 million for Tesla which is pennies for them. That budget can go an incredibly long way if it's targeted to the right person on the right platform at the right time which is what Tesla has to figure out for anybody in the area.

最后一件我要说的是，虽然我不喜欢以特斯拉的价格下降为基础，并将其乘以销售额，然后推断出特斯拉每次进行这些价格下调时的损失，但这并不能反映出特斯拉如果没有进行价格下调，将会销售多少辆汽车。我认为这值得一提，尤其对于那些在相对来说预算有限的广告中有着相当小额资金的人来说，比如特斯拉的100百万甚至是50百万美元，这对他们来说只是九牛一毛。如果这个预算能够针对恰当的目标人群、恰当的平台和恰当的时间进行投放，它的效果将会非常显著，而这正是特斯拉必须为该地区的任何人找到的策略。

A new Tesla sales and service center in gypsum Colorado is about ready to open they're just filling the last few positions now so hopefully in the next few weeks it will officially open. It's passed all inspections and now it has all of its licenses.

一家位于科罗拉多州石膏镇的特斯拉新销售与服务中心即将开业，他们现在只需填补最后几个职位，希望在接下来几周内正式开业。该中心已通过所有检查，并获得了所有许可证。

Today Tesla released the 10Q for quarter three and I just want to go through a few of my first main takeaways. At the end of quarter three Tesla's deferred revenue which consists mostly of FSD sales sat at 3.27 billion dollars. Of that amount they expect to recognize 815 million dollars of revenue over the next 12 months. Again I would caution this guidance is not always the actual number that Tesla eventually recognizes.

今天特斯拉发布了第三季度的10Q报告，我只想简要介绍一下我最初的几个主要观点。第三季度结束时，特斯拉的递延收入（主要包括全自动驾驶功能销售）达到了32.7亿美元。其中，他们预计在未来12个月内确认8.15亿美元的收入。再次提醒大家，这个指引并不总是特斯拉最终确认的实际数字。

From the end of 2022 Tesla's deferred revenue balance only grew about 300 million dollars most likely because most of those FSD sales are now flowing right to revenue not having to go to deferred revenue first because most of the features are actually being offered. Tesla has the same deferred revenue situation on the energy storage side at the end of quarter three that balance was 1.05 billion dollars of which they expect to recognize 709 million dollars over the next 12 months.

从2022年底开始，特斯拉的待确认收入余额只增长了大约3亿美元，这很可能是因为大部分FSD销售现在直接进入收入账户，无需先转入待确认收入账户，因为大部分功能实际上已经提供。特斯拉在能源储存领域也面临同样的待确认收入情况，截至第三季度末，待确认收入余额为10.5亿美元，他们预计在未来12个月内会确认其中7.09亿美元。

To anybody that likes doing earnings per share calculations the new diluted weighted shares outstanding 3.493 billion. At the end of 2022 Tesla had 8.2 billion dollars invested across these financial instruments fast forward to the end of quarter three that number is now up to 11.29 billion. Tesla has reduced the amount it has in money market funds, increased the amount it has in US government securities, decreased the amount in corporate debt and increased the amount in CDs.

对于喜欢做每股收益计算的人来说，特斯拉的稀释加权流通股为 34.93 亿股。截至 2022 年底，特斯拉已投资82亿美元在这些金融工具上，到第三季度末，这个数额已增加到112.9亿美元。特斯拉减少了在货币市场基金中的金额，增加了在美国政府债券中的金额，减少了在公司债务中的金额，并增加了在存款证明上的金额。

As I alluded to last week an extra 3 billion dollars earning 5% per year is 150 million dollars per year in net interest income for Tesla doing basically nothing.

正如我上周所提到的，每年额外获得30亿美元，以5%的年利率，对于特斯拉而言，相当于每年获得1.5亿美元的净利息收入，而这几乎不需要做任何事情。

Maybe my favorite part of the 10q looking at Tesla's revenues by geographic area. For the nine months ended this year Tesla had 46.7% of the revenues come from the United States. This compares to 50% for the first nine months last year.

也许我最喜欢的部分是查看特斯拉按地理区域的收入。截至今年的九个月，特斯拉的收入中有46.7％来自美国。这与去年同期的50％相比。

Back to this year 21.8% of Tesla's revenue came from China compared to 23.7% over the same time period last year. And for the rest of the world this year Tesla's revenue was 31.4% up from 26.2% last year. So quarter by quarter Tesla continues to become less and less reliant on the Chinese market.

回到今年，特斯拉21.8%的收入来自中国，相比去年同期的23.7%。而对于全球其他地区，特斯拉今年的收入从去年的26.2%增长至31.4%。因此，季度季度，特斯拉在中国市场上的依赖程度持续降低。

To verify the claims I've made about why Tesla is trying to eliminate the delivery wave they said were committed to reducing the percentage of vehicles delivered in the third month of each quarter which will help to reduce the cost per vehicle.

为了验证我对特斯拉试图消除交付高峰的声明的理由，他们表示致力于减少每个季度第三个月交付的车辆百分比，从而有助于降低每辆车的成本。

Tesla did say we currently expect our capital expenditures to exceed 9 billion dollars in 2023 but then go back to their prior guidance of between 7 and 9 billion dollars for each of the two following fiscal years.

特斯拉确实表示，我们目前预计在2023年的资本支出将超过90亿美元，但接着又回到了之前对于接下来两个财年的资本支出在70亿至90亿美元之间的指导意见。

Translation this year Tesla plans to spend more than they originally thought which highlights a big theme I talked about in the video after Q3 that Tesla is still spending aggressively in capex and rnd to continually push forward its future business lines which will only help them come out of this tough season stronger.

今年特斯拉计划花费比他们最初预计的更多，这凸显了我在第三季度视频中谈到的一个重要主题，即特斯拉仍在积极投资资本支出和研发，不断推动未来业务线的发展，这将帮助他们在这个困难的时期变得更加强大。

In case you were wondering what that 2.5 billion dollars was for that Tesla raised from issuing debt it was Tesla issuing a new round of asset backed securities which were backed by its leases.

如果你想知道特斯拉从债券发行中筹集的那250亿美元是用来干什么的，那就是特斯拉发行了一轮新的由其租赁业务支持的资产支持证券。

And because I know you all love Tesla owning Bitcoin so much Tesla's fair value of the Bitcoin it owns at the end of quarter three was 311 million dollars their carrying value 184 million which means Tesla has an unrealized gain of 127 million dollars from its Bitcoin holdings that only actually hits the financials if they choose to sell but it's there for the taking.

因为我知道你们都很喜欢特斯拉拥有比特币，所以在第三季度结束时，特斯拉拥有的比特币按公允价值计算为3.11亿美元，其承载价值为1.84亿美元，这意味着特斯拉从比特币持有中获得了1.27亿美元的未实现收益，只有在他们选择出售时才会在财务报表中反映出来，但这笔钱可以随时使用。

Alexander shared a great chart helping us to visualize what Tesla is doing when it comes to its captive financing or its direct financing the loans it offers right to customers cutting out the bank toward the end of last year a lot of people were thinking Tesla was going to start to ramp up this figure but it's not what we're seeing clearly over the past few quarters Tesla has been deciding more and more that it does not want this exposure to retail credit in its financials in the months ahead.

亚历山大分享了一份很棒的图表，帮助我们更好地理解特斯拉在公司的非银行金融或直接金融方面所做的工作。去年年底，很多人认为特斯拉将会加大这个数字，但我们清楚地看到，在过去几个季度里，特斯拉越来越不愿意让散户信贷成为其财务报表中的风险。在接下来的几个月里，特斯拉将进一步减少对零售信贷的依赖。

There was a barons article out there that shared some data when it comes to Tesla recalls and how from 2022 that number has significantly decreased Tesla is down to 2.7% of all recalls 430,000 vehicles recalled year to date this year compared to 3.8 million last year.

有一篇贵族文章提供了一些有关特斯拉召回的数据，从2022年开始，特斯拉召回数量显著减少，目前只占所有召回的2.7%，今年迄今已召回43万辆车辆，而去年召回的车辆数为380万。

The problem with his data is it does not distinguish between physical Tesla recalls and the Tesla recalls that are really just OTA updates despite that oversight it is still valuable information to know this overall trend as it is a pretty significant decrease from last year to this year and I know 2023 is not over but the pace right now would still be about 550,000 vehicles recalled well short of the 3.8 million last year.

他的数据的问题在于没有区分实际的特斯拉召回与只是OTA更新的特斯拉召回。尽管存在这个疏漏，但仍然可以得出有关整体趋势的有价值信息，因为与去年相比，今年的召回数量明显减少。虽然2023年还未结束，但目前的速度仍然会有大约55万辆车被召回，远低于去年的380万辆。

I believe it was Ben Zinga India that actually broke this news today but Nitin Gagari said that Tesla is welcome to set up shop in India but the terms will be dictated by the Indian government he clarified Tesla will receive concessions only if it agreed to local manufacturer not for selling units produced in China nothing new he reiterated any slashing of import duties potentially from 100% to 15% that's been reported would be dependent on Tesla making vehicles locally and sourcing those components locally as well.

我相信是本·齐加·印度（Ben Zinga India）在今天实际披露了这一消息，但尼廷·加加里（Nitin Gagari）表示特斯拉欢迎在印度设立门店，但条件将由印度政府决定。他澄清说，特斯拉只有在同意在当地制造车辆而不是销售中国生产的车辆时才会获得优惠，这并没有什么新意。他重申，任何将进口税从100%削减到15%的报道，都将取决于特斯拉在当地制造车辆并同时在当地采购零部件。

Simply put the negotiating and the public posturing continues.

简而言之，谈判和公开夸夸其谈还在继续。

From the Tesla Motors club forum the v4 site in Sparks Nevada is up and running one user said the display on the stall is off except for the white Tesla logo it sounds like it'll be that way on a per-site basis depending on when Tesla is ready to test out stall payments presumably these v4 could be activated for non-Tesla's even without the display but right now this site is not a charger non-Tesla supercharger choice yet we also got an image of the Cybertruck charging at v4 with the three foot longer cable much more comfortable and a more comfortable distance away from the stall itself.

来自特斯拉车主俱乐部论坛的消息，位于内华达州斯帕克斯的v4站点已经运行正常。一位用户说，充电桩上的显示屏已经关闭，除了白色的特斯拉标志。看起来，充电桩的显示功能可能会根据站点的不同进行调整，取决于特斯拉何时准备好测试充电桩支付功能。预计这些v4充电桩即使没有显示屏，也可以为非特斯拉车辆提供充电服务。但目前该站点还不能作为非特斯拉超级充电桩的选择。同时，我们还得到了一张Cybertruck在v4站点充电的图片，配有比之前三英尺更长的电缆，更加舒适，距离充电桩本身也更远。

I could certainly be missing something and this is developing in real time but there are headlines out there that this v4 is now open to non-Tesla's I have not been able to actually confirm that for now it may be more accurate to say the first v4 location is up and running remember this site is a retrofit meaning they do not have the v4 cabinets active yet thus charging speeds are the same as v3.

我肯定可能忽略了某些东西，并且这是实时发展的，但有一些标题显示v4现在对非特斯拉车辆开放，我尚未能够实际证实这一点。目前来说，更准确地说是第一个v4充电站已经运行起来了。请记住，这个站点是一个改装站，意味着他们尚未启用v4柜，因此充电速度与v3相同。

I wanted to share this because I know a few of you are in the region Tesla mechanics in Sweden may walk off the job October 27th if Tesla does not sign a collective wage agreement the union.

我想分享这条消息是因为我知道你们中的一些人可能在瑞典地区工作。如果特斯拉不与工会签订集体工资协议，那么瑞典特斯拉维修技师可能会在10月27日罢工。

Said over a long period of time we have attempted to discuss with Tesla the signing of a collective agreement without success now we see no solution other than to take industrial action the strike would affect 120 mechanics at seven workshops across Sweden there's still a few days so we'll see and there's not really reliable public information about what the union specifically is looking for for these mechanics so it's hard for me to comment on what Tesla may or may not do in this situation but we will be tracking it in the week ahead.

长时间以来，我们一直试图与特斯拉讨论签署集体协议的问题，但一直没有成功。如今，我们认为除了采取工业行动，没有其他解决办法。这次罢工将影响瑞典七个车间的120名技师。目前还有几天时间，我们将拭目以待。关于这些技师具体期望工会能达成什么协议，我们并没有可靠的公开信息，所以很难对特斯拉在这种情况下可能会做什么作出评论。不过，我们将在接下来的一周中密切关注此事。

Another reason to switch to EVs a new study has found that newer ice vehicles are now polluting more than ice vehicles from a decade ago why consumers have been increasingly buying suvs instead of cars and those vehicles are heavier and burn more fuel I won't dive into this one because it was a UK based study but if you want to learn more I'll have a link below

转向电动汽车的另一个原因是一项新的研究发现，较新的化油车比十年前的化油车污染更严重。为什么越来越多的消费者购买SUV而不是轿车，这些车辆更重，燃油消耗更多。我不会深入讨论这个问题，因为这是一项基于英国的研究，但如果你想了解更多，我会在下面提供一个链接。

the uaw has finally done it they're striking at a stellantis plant where they make the ram 1500 pickup truck the money making bread and butter today the uaw ordered 6800 workers to strike at this plant saying stellantis has the worst proposal on the table regarding wage progression temporary worker pay conversion to full time cola and more fane said they had talks through the weekends we just felt like it was time to turn it up now more than 40 000 uaw workers are on strike fane did say we can get a deal done this week but the companies got to get serious and get down to business this plant accounted for about 16 percent of north american production forced to lantis over the weekend

美国汽车工人联合会（UAW）终于做到了，他们正在一家Stellantis工厂举行罢工，该工厂生产Ram 1500皮卡，这是他们的金钱来源。如今，UAW下令6800名工人在该工厂罢工，称Stellantis提出的关于工资递增、临时工转正工资、物价指数调整等方面的提议是最糟糕的。Fane表示，他们周末进行了谈判，我们觉得现在是时候加大力度了。目前已有超过40,000名UAW工人参加罢工。Fane表示我们可以在本周达成协议，但公司必须认真对待，并开始解决问题。该工厂生产的汽车约占北美产量的16％，Stellantis在周末被迫暂停生产。

you may have seen that toyota is set to show off a concept vehicle of an upcoming epu electric pickup at the tokyo auto show set to begin this thursday the 26th toyota not exactly looking to rolling the dice much with his design you'll notice a yoke steering wheel and the gear shifter somehow embedded into the screen we don't have any technical specs yet but hopefully in the week ahead we get some

你可能已经看到了，丰田计划在即将于本周四26日开始的东京车展上展示一款即将推出的EPU电动皮卡的概念车型。丰田在设计上并没有冒太大风险，你会注意到它采用了一个类似飞机操纵杆的方向盘，而换挡杆则奇妙地嵌入到了屏幕内部。我们目前还没有任何技术规格的信息，但希望在接下来的一周中我们能够获得一些。

for now there you have it we're also set to learn about toyota's upcoming eevee land cruiser this will be a three row s u v i honestly don't mind the look of this one but like i always say talk to me about production

就目前而言，以上就是全部内容。我们还要了解丰田即将推出的Eevee陆地巡洋舰，它将是一款三排座SUV。老实说，我对这款车的外观并不介意，但正如我经常说的那样，请跟我谈谈生产情况才行。

porches design chief is now publicly admitting that their design choices are being influenced by chinese eevee makers he said these startups with no heritage they can do things completely different i consider it a positive thing actually as a designer because that makes the decision makers the management board more open-minded these eevee brands are making designers in germany more receptive to risky vehicle concepts he said i always have this image in my head of this stone that you throw into the future the question is how far do i throw it hitting that sweet spot exactly going far enough into the future but not too far is a real challenge the takeaway he said i believe the german auto industry in particular has potential to be better

Porches设计主管现在公开承认他们的设计选择受到中国电动汽车制造商的影响。他说，这些没有传统的初创公司可以完全以不同的方式做事情。作为设计师，我认为这是一件积极的事情，因为这使得决策者和管理层更加开放。这些电动汽车品牌让德国的设计师更愿意接受冒险的车辆概念。他说，我脑海中总是有着一个将石头扔向未来的形象，问题是我要扔多远，准确地打中那个甜点，往未来前进足够远但又不太远是一个真正的挑战。他说，我相信德国汽车行业特别有潜力变得更好。

dealers are now saying that the mercedes eq electric vehicles are just not selling as quickly as its other models in september it took mercedes dealers an average of 82 days to sell their eq models more than double bmw's 38 day turn rate and significantly higher than the luxury average of 57 days mercedes retailers that were interviewed by auto news blame their bloated stockpiles on the product and on the brand's unwillingness to respond to increase competition with sales programs one anecdote but a mercedes store operator said he has more than a six month supply of vvs compared to about a 50 day supply of ice vehicles the evs are coming whether or not you asked for them or earned them there's too much of a price premium especially at the top end of the eq lineup and almost no lease support the executive said the evs lack the lust factor of mercedes ice vehicles saying our cars need to be want cars the s-class has maintained good loyalty because it's aspirational in eq s is not something most people aspire to own in response mercedes plans to slow production of higher end eq variants while dialing up allocations of lower priced evs plug-in hybrid and full combustion engine vehicles the boss of mercedes in the u.s. said we are with a new lineup in a new world there's no past there is no experience with evs

经销商现在表示，梅赛德斯EQ电动汽车的销售速度不如其他车型迅速。在9月份，梅赛德斯的经销商平均需要82天来销售其EQ车型，超过宝马的38天交易率，显著高于奢侈品市场平均的57天。接受《汽车新闻》采访的梅赛德斯经销商将他们堆积如山的存货归咎于产品和品牌不愿通过销售计划来应对竞争的增加。其中一位经销商表示，与约50天的内燃机车辆供应相比，他手上拥有超过半年的EQ车型供应。无论您是否要求或者感兴趣，电动车已经开始涌入市场。价格溢价太高，尤其是在EQ车型高端系列，几乎没有租赁支持。执行官表示，电动车缺乏梅赛德斯内燃机车辆的吸引力，表示我们的车辆需要成为人们想要拥有的车辆。S级汽车保持了良好的忠诚度，因为它是人们的向往之物，而EQ S并不是大多数人渴望拥有的车辆。作为回应，梅赛德斯计划减慢高端EQ车型的生产速度，同时增加低价电动车、插电式混合动力和全燃烧发动机车辆的分配量。梅赛德斯在美国的负责人表示：我们正在以全新的车型阵容迎接新的世界，没有过去，没有电动车的经验。

of course right now everybody likes dumping some of the blame onto the suppliers but in this case it doesn't seem like supply is the issue if anything it's over supply we can now add mercedes to the list of legacy oem's that are dialing back their ev production we now have Hyundai signing a deal with Saudi Arabia to build a 500 million dollar plus car assembly plant joining lucid in making cars in Saudi Arabia this will be a joint venture with Saudi's public investment fund which will own a 70% stake in this venture. as they look to build 50,000 vehicles per year they'll look to start operations early 2026 but they'll also be making ice vehicles not just electric lucid has introduced a new referral program for new customers who use a referral link and you can get a variety of discounts on different vehicles if you want to learn more lucid does have a referral program page on its website in the event you are in Texas test las may now qualify for a $2,500 rebate so i'll be sure to have this link below if you want to go check and apply and see if you qualify hope you guys have a wonderful day you can find me on x linked below please like the video if you did and a huge thank you to all of my patreon supporters

当然，现在每个人都喜欢将部分责任归咎于供应商，但在这种情况下，供应似乎并不是问题，如果有问题的话，那就是供过于求。现在我们可以将梅赛德斯添加到减少电动车生产的传统原始设备制造商名单中。现在，现代与沙特阿拉伯签订了一项五亿多美元汽车组装厂的协议，加入了Lucid在沙特阿拉伯制造汽车的行列。这将成为沙特阿拉伯公共投资基金的合资企业，后者将拥有该企业70%的股份。他们计划每年生产5万辆汽车，计划于2026年初开始运营，但他们也将制造燃油车，不只是电动车。Lucid推出了一个新的推荐计划，针对使用推荐链接的新客户可以获得不同车型的各种折扣。如果您想了解更多信息，Lucid的官网上有一个推荐计划页面。对于位于德克萨斯州的测试司机来说，现在可能有资格获得2500美元的退款，所以我将在下面提供这个链接，如果您想去核查并申请，看看自己是否符合条件。希望大家有美好的一天，您可以在下方找到我的链接，如果您喜欢这个视频，请点赞，并非常感谢所有资助我的Patreon支持者。