Tesla Expands 4680 Capacity / Automakers Quitting Autonomy / Impressive Model Y Feats ⚡️

Welcome to Electrified, it's your host Dylan Loomis. Quick shout out to my new patrons, Jeff C, David P, Jim L, Doug T, Bill W, Marlene K and Mike C. Thank you all for choosing to support the channel.

欢迎来到《电气化》，我是你的主持人迪伦·卢米斯。快速向我的新赞助者们打个招呼，他们是Jeff C、David P、Jim L、Doug T、Bill W、Marlene K和Mike C。非常感谢你们选择支持本频道。

A lot of you had requested I touch on the Tesla stock each day, so happy to do that. Today, Tesla stock ended the day down 1.7% while the Nasdaq was up 1.4%. Right now, I just have my automotive watch list up so you can compare. I won't go through each one every day, but let me know if there are any other companies you would like to see each day on this list for a comparison to Tesla.

很多人要求我每天谈谈特斯拉的股票，我很乐意这样做。今天，特斯拉的股票下跌了1.7%，而纳斯达克指数上涨了1.4%。现在，我只是把我的汽车观察名单放在这里，这样你可以进行比较。我不会每天都逐个列举它们，但如果你有其他你想每天在这个名单上看到的公司，请告诉我。

Additionally, this blue line at the bottom is Tesla's market cap because personally I like tracking the market cap. It just helps me contextualize things and future potential better than the share price alone. Finally, in the bottom right corner, you'll also see the daily volume. For example, today, Tesla's volume was 107 million shares, about 3 million below the average for the last 30 days.

此外，这条底部的蓝线表示特斯拉的市值，因为个人喜欢追踪市值。它帮助我更好地将事物和未来潜力与仅有股价相结合。最后，在右下角，你还会看到每日成交量。例如，今天特斯拉的成交量是1.07亿股，比过去30天的平均值低了约300万股。

A Chinese source late post is reporting that Tesla started buying cathode coils from two second-tier Chinese battery makers in the second half of last year and is shipping those two Texas to produce 4680s. Tesla chose these two suppliers after auditing the cylindrical cell production lines of several Chinese battery companies. This practice of sourcing coils from China before making them into batteries could continue into the third quarter of this year, and a person close to Tesla said Tesla's battery supplier Panasonic would not start producing 4680s cells until quarter three. The report is that Tesla wanted to buy these cathode coils from CATL and BYD, but they were turned down. Those companies want Tesla to buy complete cells directly. They're saying it's costly to source cathode coils from China and ship them to the United States. The coils require high ceiling for transportation, special packaging, and need to be made into cells in a short period of time. Typical coils develop quality issues after sitting for about one week. The reason Tesla went to the trouble of importing the coils was to expand 4680s battery production capacity.

一篇来自中国的消息报道称，特斯拉在去年下半年开始从两家中国二线动力电池制造商购买正极线圈，并将其运往德克萨斯州用于4680电池的生产。特斯拉在审核了几家中国动力电池公司的圆柱电池生产线后选择了这两家供应商。在将线圈转化为电池之前，这种从中国采购线圈的做法可能会持续到今年第三季度，一位接近特斯拉的人表示特斯拉的电池供应商松下将在第三季度才开始生产4680电池。报道称，特斯拉本想从CATL和比亚迪购买这些正极线圈，但遭到了拒绝。这些公司希望特斯拉直接购买成品电池。他们表示，从中国采购正极线圈并将其运往美国是一项成本高昂的举措。线圈需要较高的天花板运输，特殊的包装，并且需要在短时间内制成电池。通常情况下，线圈在静置约一周后会出现质量问题。特斯拉之所以费心进口线圈，是为了扩大4680电池的生产能力。

From the report, Tesla has only achieved dry coating of the anode, but has not yet done so for the cathode. As Jordan from the limiting factor said, Tesla was using a wet coated electrode imported from China at CATO Road for the Gen 1 cell. But all indications were they had successfully implemented dry coating of the cathode at Texas for Gen 2. They told us that in Vesterday they were coating both the cathode and the anode in Austin. They did confirm in the Monroe interview the cyber cell was dry and the electrode produced here.

根据报告，特斯拉目前只实现了对阳极的干涂层，但对阴极尚未做到。正如来自限制因素的乔丹所说，特斯拉在CATO Road使用的第一代电池湿涂层电极是从中国进口的。但所有迹象表明，他们已成功在德克萨斯实现了对阴极的干涂层，属于第二代电池。他们告诉我们，昨天在奥斯汀同时对阴极和阳极进行了涂层处理。他们在门罗的采访中确认了赛博电池是干涂层的，电极是在那里生产的。

At this point, I know if you don't follow the battery space closely, this is all very confusing and it's confusing even if you do. There are now conflicting reports about exactly what's going on, so potentially a good question for the earnings call next week.

到目前为止，我知道如果你不密切关注电池领域，这一切都很令人困惑，即使你关注也会感到困惑。现在关于究竟发生了什么有不一致的报道，所以下周财报电话会议可能是一个很好的提问机会。

To try to clarify for now, this is a quote from Drew Baglino from Q1 2023. Same with a cathode precursor. We've successfully demonstrated a lower process cost zero wastewater precursor process that we described on Battery Day at both lab and pilot scale. And we're on the detailed design phase for incorporating this technology into the front end of our Austin cathode facility on cathode production where 50% equipment and 75% utilities installed at our new cathode building in Austin with our goal to begin dry and wet commissioning this quarter and next quarter with a target to produce first material before the end of the year, which of course would mean last year translation.

为了现在试图澄清，这是Drew Baglino在2023年第一季度的一句话。阴极前体也是一样。我们已经成功地在实验室和试验阶段展示了一个低成本零废水前体处理过程，这个过程我们在电池日进行了描述。我们目前正在详细设计阶段，计划将这项技术用于我们奥斯汀阴极工厂的前端阴极生产中，我们已经在奥斯汀的新阴极建筑中安装了50%的设备和75%的公用事业，并计划在本季度和下季度开始干法和湿法试产，目标是在年底之前生产出第一批材料，这当然意味着去年的翻译。

Tesla's goal was to begin both wet and dry production of cathodes in Giga, Texas by the end of last year. It's far too easy for me right now to start speculating about, well, maybe Tesla didn't hit their goals. That's why they now have to source some of this cathode material from China. But it could also just be that Tesla is wanting to add additional cathode supply from China to scale 4680 production, like the report said, to try to meet all of this cyber truck demand.

特斯拉的目标是在去年底开始在得州吉卡生产湿法和干法阴极。现在对我来说太容易猜测，也许特斯拉没有达到他们的目标。这就是为什么现在他们不得不从中国采购部分阴极材料的原因。但也有可能是特斯拉想添加来自中国的额外阴极供应，以推动4680生产，就像报告中所说的，试图满足所有这些的Cyber卡车需求。

At Reuters report from a few weeks ago, the sources were saying that Tesla was not having any trouble dry coating the anode. It was the cathode it was still struggling with. We all know what they say about assuming so for now let's just wait until we get some more information, hopefully next week.

在几周前的一份路透社报道中，消息来源表示特斯拉在阳极的干法涂敷方面没有任何问题。而在阴极方面，他们仍在努力。我们都知道假设的危险，所以现在让我们等待获取更多信息，希望下周会有所了解。

On the surface, this one is great, but when you get into the details, most likely you'll be rolling your eyes. The Biden Harris administration today announced it's awarding $150 million to 24 grant recipients in 20 different states to make existing EV charging infrastructure more reliable.

表面上看，这个计划很不错，但是一旦深入细节，很可能会令人无语。拜登-哈里斯政府今天宣布将向20个不同州的24个拨款受益方授予1.5亿美元，以提高现有的电动汽车充电基础设施的可靠性。

The grants will be used to repair or replace nearly 4,500 existing EV charging ports, and in some cases bring them up to code. If you're asking yourself how can any of these relatively new charging ports not be up to code, let's not forget in many states and jurisdictions the utilities and the people working there aren't really well versed on the electric vehicle charging infrastructure.

这些拨款将用于修复或更换近4500个现有的电动汽车充电端口，并在某些情况下使它们符合相关规定。如果你在想为什么这些相对新的充电端口可能不符合规定，别忘了在许多州和管辖区，电力公司和从事相关工作的人员对电动车辆充电基础设施并不十分熟悉。

This tranche of funding is coming from the National Electric Vehicle Infrastructure Formula program, otherwise known as NIVI. Doing a little bit of digging, you can actually find where these grants are going. It's to the 20 states highlighted in green on the map, specifically 14 state departments of transportation and 10 local entities.

这笔资金是来自国家电动汽车基础设施配套方案（National Electric Vehicle Infrastructure Formula program，简称NIVI）。通过一点调查，你实际上可以找到这些资助金的去向。它们将用于地图上被标记为绿色的20个州，具体来说是14个州交通部门和10个地方机构。

For the California dot, if you take the actual funding divided by the estimated number of ports they're supposedly fixing, that's almost $49,000 per port just for repairs. You don't need a calculator for this one, how about Connecticut getting $684,000 for two estimated ports, over $340,000 to fix or replace one port. And you can't argue, well, maybe with ports they mean actual sites because in Indiana, that would only be $35,000 for two entire sites, which clearly is not the case.

对于加利福尼亚的交通运输部来说，如果你将实际资金除以他们据称要修复的估计港口数量，每个港口的修复费用就接近49,000美元。这个你无需计算器，康涅狄格州获得了684,000美元用于两个估计港口，超过340,000美元用于修复或更换一个港口。而你不能争辩说，也许他们所谓的港口可能是指实际场地，因为在印第安纳州，两个完整场地只需35,000美元，显然不是这样的情况。

In fairness, some of them are reasonable for repairs. This city in Michigan getting $13,000 to fix two ports. That would be what I would expect to see mostly across the board. $148 million total divided by about 4,400 ports is roughly $33.2,000 to repair each port. I really don't want to be too critical here because fixing these chargers is a great step. But when you compare that with Tesla, maybe installing superchargers for under $50,000 for more reliable chargers, you start to wonder why we're not just building out more superchargers.

公平地说，其中一些维修费用还是合理的。密歇根州这座城市需要花费13,000美元修复两个充电口，这大致上是我对整个行业的期望。总计1.48亿美元除以大约4,400个充电口，平均每个充电口修复费用约为33,200美元。我并不想对此过分挑剔，因为修复这些充电器是一个很大的进步。但是当你将其与特斯拉相比，特斯拉可能只需要不到50,000美元就能安装更可靠的超级充电器，你就会开始怀疑为什么我们不仅仅扩建更多的超级充电器。

Remember the headlines about how a Tesla vehicle was used to track a spouse in a nefarious way? A thread that's worth keeping an eye on is the data collection that's happening at all automakers, not just Tesla. I think most of us here would trust Tesla to do the right thing with our data, but when it comes to all other automakers, can we really say the same? As you can see, some automakers like Toyota are now sharing their customers' data with insurance companies.

还记得曾经的头条新闻吗，说特斯拉的一辆车被用于以邪恶的方式追踪配偶？有一条值得关注的线索是所有汽车制造商正在进行的数据收集，不仅仅是特斯拉。我认为我们大部分人都会相信特斯拉在处理我们的数据时会做正确的事情，但是当涉及到其他汽车制造商时，我们真的能这么说吗？正如你所看到的，一些汽车制造商，如丰田，现在正在与保险公司共享他们的客户数据。

As a way to fight back against all of this, I've partnered with DeleteMe, the sponsor of this video. Ricky from 2Bit Da Vinci was just advocating for DeleteMe in his recent conversation with Sandy Monroe, but seriously, go google yourself. The ability to collect consumers' personal data and to sell it to data brokers is a legit business. DeleteMe does all of the work for you when it comes to actually removing your personal data from these data brokers. I just got another quarterly report from DeleteMe, and they have now removed 93 listings of my personal information from online, saving me a fair amount of time and hassle. I currently have 30 removals in progress, and DeleteMe shows you the updated status of the removal from each different data broker. Think about your family members, DeleteMe makes it very easy to protect your entire family. So if you want to do what you can to avoid scam calls, phishing emails and identity theft, you can check out joindeleteme.com slash electrified and use my coupon code electrified to get you 20% off. As always, thank you for choosing to support electrified.

为了对抗这一切，我已经与这个视频的赞助商DeleteMe合作了。最近，2Bit Da Vinci的Ricky在与Sandy Monroe的对话中对DeleteMe进行了推荐，但是，你可以自行搜索一下。收集消费者个人数据并将其出售给数据经纪人是一项合法的业务。当涉及到从这些数据经纪人那里真正删除您的个人数据时，DeleteMe会为您完成所有工作。我刚刚收到了DeleteMe的又一份季度报告，他们已经从网络上删除了93个我个人信息的列表，为我节省了相当多的时间和麻烦。目前我正在进行30个删除操作，并且DeleteMe会向您显示每个不同数据经纪人的删除状态更新。考虑一下你的家庭成员，DeleteMe非常容易保护您的整个家庭。所以，如果您想尽力避免骚扰电话、网络钓鱼邮件和身份盗窃，您可以访问joindeleteme.com/electrified，并使用我的优惠码electrified享受20%的折扣。一如既往，感谢您选择支持electrified。

In new promotional materials for Tesla in China, it looks like the cyber truck is going to begin a national tour. Let's not get carried away, we just heard Elon say getting the cyber truck approved for the roads in China would be incredibly difficult. This is really just a brand recognition move. I would imagine they'll try to educate the public on all of the technological marvels that are beyond just the design of this truck.

在特斯拉中国的新宣传材料中，看起来Cyber Truck将开始进行全国巡回展示。但是我们不要过于激动，我们刚刚听到埃隆说Cyber Truck在中国的上路批准会非常困难。这实际上只是一个品牌认知的举措。我想他们可能会努力向公众普及这辆卡车设计以外的所有技术奇迹。

From the cyber truck guy, Tesla has pushed delivery timelines for new cyber truck orders, not reservations, to between February and April 2024 for the all wheel drive trim. Previously, it was January to March 2024. The estimates for the cyber beast are still mid to late 2024. Once again, you can interpret this as not enough 4680 supply or much more all wheel drive demand than they expected. Personally, I would lean toward the latter because we're still in the neighborhood of around 50 cyber trucks being produced per day. That number could definitely fluctuate significantly, but Tesla has enough 4680 production to meet those numbers in my opinion.

从Cyber Truck的那个家伙开始，特斯拉已经将新Cyber Truck订单（不包括预订）的交付时间推迟到2024年2月至4月，而之前是2024年1月至3月。至于Cyber Beast的估计仍然是2024年中至晚期。你可以把这看作是4680电池供应不足，或者是全轮驱动需求远远超出预期。就个人而言，我倾向于后者，因为我们目前每天大约生产50辆Cyber Truck。这个数字肯定会有显著波动，但在我看来，特斯拉有足够的4680电池生产来满足这些数字。

That same Reuters report I just mentioned said that Tesla in Austin alone was making enough 4680s for about 24,000 cyber trucks per year or about roughly 500 per week. That number would not include any saved capacity that Tesla had been storing in preparation for this time from last year and nothing from Cato Road, which as far as we know is still down for upgrades currently.

我刚才提到的路透社报道称，单单在奥斯汀，特斯拉每年生产的4680电池足够生产大约2.4万辆塞博拉卡车，或者每周大约500辆。这个数字不包括特斯拉去年为了备战此刻所储存的任何产能，也不包括卡托路工厂，据我们所知，该工厂目前仍在升级中，暂时停产。

From drive Tesla, the cyber truck is making an appearance at the Montreal Auto Show this weekend, marking the first time the cyber truck will be on display at a public auto show anywhere in the world. This show runs from January 19th to the 28th and they're saying this year it should mark a significant expansion in the scale of the show. VW, Nissan, Ford, Chevy and Kia are all confirmed to be in attendance.

特斯拉电动卡车将在本周末出现在蒙特利尔汽车展览会上，这是全球首次在公共汽车展览会上展出电动卡车。该展览会将从1月19日持续到28日，据称今年该展览会规模会大幅扩大。大众、日产、福特、雪佛兰和起亚等品牌都已确认参展。

Club Tesla Quebec will be an exhibitor at this event and they'll also have two model wise on display plus many members of the club will be answering questions and Tesla will have sales delivery service and technicians available to also answer questions and provide cutting edge insights on what's new at Tesla. Just to give you a feel, this is footage from the Montreal Auto Show from 2023. Bear in mind supposed to be much bigger this year.

蒙特利尔特斯拉俱乐部将在此次活动中作为参展商出席，他们还将展示两款车型，并且俱乐部的许多成员将回答问题。此外，特斯拉还将提供销售交付服务和技术人员，以回答问题，并提供关于特斯拉最新动态的前沿见解。为了让您有所了解，这是来自2023年蒙特利尔汽车展的视频片段。请记住，今年的展览预计会更大规模。

We've known it was coming, but Bloomberg NEF is now saying more Chinese companies are entering the tier one list for battery energy storage. The full list has not been revealed publicly, but energy storage news is confirming that fluence and Tesla are both tier one suppliers. The head of battery storage for BNEF said while there are quite a few notable incumbent suppliers in the energy storage space, we've seen a significant uptick of lesser known suppliers, especially from China. The Chinese domestic market has picked up in battery manufacturing competition is leading a lot of those companies to integrate systems to provide to downstream customers. Many integrators are going upstream and manufacturing their own batteries. Every time I see quotes like this, it just reminds me to be thankful that Tesla is in the fire working on making their own batteries despite all of the challenges. The way things are shaping up with China leading the way a decade from now, if you're not making your own batteries in house, it's going to be very hard if not impossible to compete from a price perspective.

我们早就知道这一点，但彭博新能源财富（Bloomberg NEF）现在表示，越来越多的中国公司正在进入电池储能一级供应商名单。完整的名单尚未公开，但能源储存新闻证实了Fluence和特斯拉都是一级供应商。彭博新能源财富的电池储存主管表示，虽然能源储存领域有许多值得注意的现有供应商，但我们已经看到了较不知名供应商的显著增加，尤其是来自中国的公司。中国国内市场在电池制造竞争方面取得了进展，这导致许多公司整合系统以向下游客户提供服务。许多集成商正在向上游发展，自行制造电池。每当我看到这样的报价时，它只会提醒我感激特斯拉正在为自己制造电池而付出努力，尽管面临着诸多挑战。中国正在引领未来十年的发展形势，如果你不在内部制造自己的电池，从价格角度来竞争将会非常困难甚至不可能。

Checking in on Tesla's megapack, the earliest delivery date is now Q4 2024. So roughly one year down from a two year backlog that we have seen in years past. This is another one you could interpret either way, but I see this as an improvement in Tesla's throughput capacity that we should see in their financial results as we go through the next few quarters. I also wanted to bring that up to throw this out there. I've been wondering why Tesla hasn't been going faster with ramping more megapactories, Pat Titt Brad Ferguson from Rebellioner. I know the megapactory in Shanghai is being built as we speak, but they still have a one year backlog in the United States. I'm assuming these megapack factories only cost roughly around a billion dollars max. So why not get started on a third site somewhere because we know eventually they're going to. I guess I'm just wondering what they're waiting for. The only argument would be the longer they wait the more they can refine the design, maybe the battery chemistries. Maybe it really does have to do with all of the backlogs when it comes to actually getting these battery storage projects connected to the grid as that queue keeps growing. Maybe Tesla's just overall being very cautious about the economy potentially slowing down sometime this year. I could ramble on, but I was curious to get your thoughts.

对特斯拉的超级电池组进行检查，最早交货日期现在是2024年第四季度。所以大致从以往几年的两年积压下降了一年。这可能有两种解释，但我认为这是特斯拉生产能力的改善，我们在接下来的几个季度中应该能在财务结果中看到。我还想提出一个问题。我一直想知道为什么特斯拉在加快超级工厂的扩建方面没有更快。我知道上海的超级工厂正在建设中，但在美国他们仍然有一年的积压。我估计这些超级电池组工厂的成本大约在10亿美元左右。那为什么不在其他地方开始第三个工厂呢，因为我们知道他们最终会这样做。我猜想他们在等待什么。唯一的解释可能是他们等得越久，他们就可以更加完善设计，也许是电池化学制剂方面。也许实际上是因为将这些电池储能项目连接到电网时的所有积压问题，导致他们持续增长。也许特斯拉只是对经济在今年可能出现放缓持谨慎态度。我可以继续唠叨，但我很好奇你对此有何看法。

On that front, the German government is now officially on board for battery energy storage. Their strategy does not yet have specific actions, but their new release puts electricity storage on the German political agenda for the first time with the support of the government. Without the flexibility provided by storage, the country will face higher economic costs, caused by increasing gas imports and expensive curtailment of renewable generation. Crutailment basically that wasted energy. There is a great potential for increasing the uptake of utility-scale storage, but uncertainties in the regulatory and political space cause unnecessary delays for our customers and their projects, for example during the approval processes or obtaining network access. We urge politicians to look at ways to create security for investors and better market access for storage. Same problems in the United States.

在这一方面，德国政府现已正式加入电池能源储存领域。虽然他们的策略还没有具体的行动，但他们的新发布将电力储存首次纳入德国政治议程并得到政府支持。如果没有储能所提供的灵活性，该国将面临更高的经济成本，这是由于天然气进口增加和可再生能源发电的昂贵剪减所引起的。剪减基本上就是浪费能源。大型储能系统的应用潜力很大，但监管和政治领域的不确定性给我们的客户及其项目造成了不必要的延迟，例如在批准流程或获取网络访问方面。我们敦促政治家们寻找方式为投资者创造安全保障，并提供更好的市场准入途径。美国也存在同样的问题。

Bosch, one of the largest automotive suppliers in the world, wants to cut 1,200 jobs in its software development division by the end of 2026. The main reason given for the move, which sees 950 cuts in Germany alone, is the significantly slower than expected development of fully automated driving. The company said, a weak economy and high inflation caused among other things by increased energy and commodity costs are slowing down the transition.

博世（Bosch）是世界上最大的汽车供应商之一，计划在2026年底前裁掉其软件开发部门的1,200个工作岗位。其中，德国本土将有950个工作岗位被削减。该公司给出的主要原因是全自动驾驶开发进展远远慢于预期。该公司表示，经济疲软和高通货膨胀，包括能源和商品成本的增加在内的多种因素正在减缓过渡过程。

Add this one to the list of all of these companies that have publicly backed off of fully automated driving, and now they're just focusing more on level 2 technology. It's all part of the reason I'm so confident in saying Tesla's lead in fully automated autonomy generalized, not geo-fenced, is growing. In part because, yes, Tesla is making some progress, but it's also because all of these other companies are just falling off and not trying at all.

将这家公司加入到那些公开放弃全自动驾驶、现仅专注于二级技术的公司名单中。这也是我对特斯拉在全自动自主驾驶（非地理围栏）领域领先地位的自信之所在。部分原因在于，是的，特斯拉正在取得一些进展，但也因为其他所有公司都放弃了全力尝试。

Remember that Chrysler Pacifica hybrid minivan we talked about that gets the $7,500 credit with 30 miles of EV range? Well, 17,000 of them are now under investigation for battery fires. The ODI received 4 complaints alleging battery fires in these plug-in hybrids even after these vehicles had received an interim fix from an original recall. NHTSA is now performing a recall query to examine the effectiveness of the recall. I'm sharing because the original recall was triggered by 12 incidents of fires from 2017 and 18 model years. All of the minivans were parked and turned off, and eight of them were connected to chargers when these fires began. Owners were advised to not recharge the minivans and to park them away from structures and other vehicles, but these vehicles were allowed back on the road after this initial recall despite the fact that a root cause of the battery fires is still unknown as of November last year.

还记得我们谈到的、拥有30英里纯电动续航里程并且能获得7500美元积分的克莱斯勒Pacifica混合动力MPV吗？现在，共有17,000辆这样的车正在接受电池起火的调查。交通安全监督管理局（ODI）已经收到4起涉及这些插电混动车辆电池起火的投诉，尽管这些车辆已经接受了一次原始召回的临时修复。美国国家公路交通安全管理局（NHTSA）正在进行一项召回查询，以检查召回的效果。我之所以分享这个消息，是因为最初的召回是由2017年和2018年发生的12起火灾导致的。所有这些面包车都是停放并关闭引擎的状态，其中8辆车在起火发生时连接在充电器上。车主们被告知不要给这些面包车充电，并将它们远离建筑物和其他车辆停放，但尽管截至去年11月尚未找到电池起火的根本原因，这些车辆在最初的召回后仍被允许上路。

Tesla Roddy had an article talking about the model 3 plus getting 5 stars in China's EV STA intelligent vehicle integration test. I just wanted to make a correction if you saw this, the upgraded model 3 they said was able to receive a good score in all 4 metrics. However, if you go to the actual report you can see the scale right here. G is excellent, A is good, M is average and P is poor. Yes, it's confusing, but the green is actually excellent. So just think G for great in all 4 categories Tesla scored excellent, not good. We don't need to go through the whole report, but some parts of it don't make much sense to me right here. Driver monitoring Tesla got zero out of one point, at least in the United States Tesla's new driver monitoring system should be scoring two out of one point. They also have active seat belt pretensioner Tesla scoring zero out of one point when we know Tesla has this technology. Despite those oddities, the model 3 plus still scored 5 out of 5 stars and excellent in all 4 categories.

特斯拉罗迪在一篇文章中谈到了特斯拉Model 3在中国的EV STA智能汽车整合测试中获得5星评级。我只是想纠正一下，他们所说的升级版Model 3在所有4项指标中都能获得良好的评分。然而，如果你查看实际报告，你会看到这里的评分标准。G表示优秀，A表示良好，M表示一般，P表示差。是的，这很令人困惑，但绿色实际上表示优秀。所以在这4个分类中，特斯拉获得的是优秀而不是良好，就把G理解为优秀。我们不需要详细看整个报告，但在这里有一些部分我不太理解。在司机监控方面，特斯拉只得到了一分中的零分，至少在美国，特斯拉的新司机监控系统应该得到两分。而且他们也有主动式安全带预紧装置，但在评分中得到了一分中的零分，而我们知道特斯拉拥有这项技术。尽管存在这些奇怪的地方，Model 3 Plus仍然在所有4个分类中获得了5颗星并且是优秀的。

It's still not officially official, but the Model Y is going to be Europe's number one selling car for 2023. Tesla has roughly a 19,000 car lead on number 2 the Dasea Sandera, which is significantly more affordable. According to data representing 97% of the sales for the EU. If the lead stands, which it should, that'll mean the Model Y is the first electric car to finish the year number one, first midsize car to do it, first premium car to do it, and the first non-European car in the modern era to finish the year number one. When you really stop and think about each of these bullet points and what it means for Tesla being able to achieve something like that in the EU, it really is pretty incredible.

尽管还没有正式的官方确认，但据预测，到2023年，Model Y将成为欧洲畅销车型。特斯拉在数量上领先第二名的达西亚桑德罗约19,000辆，后者价格较为实惠。这一数据代表了欧盟销售市场97%的情况。如果这个领先优势保持下去，这意味着Model Y将成为第一款在欧洲年销量冠军，同时也是第一款中型车、第一款高档车以及现代时代第一款非欧洲车登顶年销冠军。当你真正停下来思考这些要点以及对特斯拉在欧洲能够取得这样的成绩意味着什么时，你会发现这真的相当不可思议。

The robotic startup figure has just signed a commercial deal with BMW, so honestly great for them. This is that robot we just showed last week making the cup of curried coffee. This partnership is to deploy figures robot in BMW's manufacturing facilities in the United States. They did not say how many robots BMW will be using, but they said they're going to start small and expand if performance targets have been met. They'll be integrated into the factory in Spartanburg, South Carolina, the largest auto exporter in the United States, with 11,000 employees. The robots will be integrated into the manufacturing processes, including the body shop, sheet metal and warehouse in the next 12 to 24 months, after being trained to perform specific tasks. Last year, figure raised $70 million valuing them at around $400 million, so pretty impressive for a company this small to sign a deal with BMW. It'll be something entirely different to see how this actually pans out.

机器人初创公司Figure刚刚与BMW签订了一份商业协议，对他们来说真是太好了。这就是我们上周展示的那个能够制作咖喱咖啡的机器人。这项合作是将Figure机器人部署到BMW在美国的制造设施中。他们并未透露BMW将使用多少台机器人，但他们表示如果达到绩效目标，他们将从小规模起步，逐步扩大。这些机器人将被整合到南卡罗来纳州斯帕坦堡的工厂中，该工厂是美国最大的汽车出口商，拥有1.1万名员工。这些机器人将在接下来的12到24个月内经过培训，被用于制造过程中的车身修理厂、金属车身厂和仓库等特定任务。去年，Figure公司通过融资筹集到7000万美元，估值约为4亿美元，对于这样一家规模如此小的公司能与BMW签署协议来说，相当令人印象深刻。现在我们将拭目以待，看看这个合作会有怎样的发展。

From not a Tesla app, at least in the EU, for now the Model 3 Plus, the high beams now adjust to reduce square for other drivers and cyclists, meaning adaptive headlight functionality is now here. By detecting other road users and selectively dimming individual pixels of the headlights, the high beams can remain on longer, enabling better visibility at night. They said this edition is currently only for the new Model 3 and it does not appear to impact vehicles with matrix headlights.

至少在欧盟地区，目前从非特斯拉应用程序中，Model 3 Plus现在调整了远光灯以减少对其他驾驶员和骑车者的干扰，这意味着自适应的头灯功能现在已经到来。通过感测其他道路使用者并选择性地调暗灯头中的个别像素，远光灯可以保持较长时间开启，提高夜间能见度。他们说这个版本目前仅适用于新的Model 3，似乎不会影响配备矩阵灯的车辆。

I am a bit confused with this one because as far as I know, matrix headlights are actually adaptive headlights, so does Tesla have some adaptive feature outside of just the matrix headlight. If anybody has a better understanding, please let us know below, but at least for now, some encouraging news that adaptive headlight functionality has arrived to the EU.

我对这个有点困惑，因为据我所知，矩阵式大灯实际上是自适应头灯，那么特斯拉除了矩阵式大灯之外，是否还有其他的自适应功能呢？如果有人了解得更清楚，请在下面告诉我们，但至少目前为止，欧盟已经实现了自适应头灯功能，这是一个令人鼓舞的消息。

It's the Wall Street Journal, but they're giving credit where I think it's due to Hyundai and Kia for now becoming one of Tesla's biggest competitors. The article talks about things we've already been over. I wanted to point out though, Hyundai went from leasing around 5% of its EVs sold to more than 40%, mainly driven by the tax credits because buying these Hyundai Kia vehicles do not qualify because they're manufactured outside the United States. As we've seen though, leasing these vehicles does mean they can qualify for the credit.

这是《华尔街日报》，但他们正正公正地给予了现在成为了特斯拉最大竞争对手之一的现代和起亚以应有的赞誉。文章谈到了我们已经讨论过的内容。不过，我想指出，现代汽车集团的电动车租赁从销售总量的5％增加到了40％以上，主要是因为税收抵免政策的推动，因为购买这些现代和起亚的电动车并不符合资格，因为它们是在美国之外生产的。然而，我们已经看到，租赁这些车辆确实意味着它们可以获得税收抵免。

And we have Kia's executive vice president saying it's like a horse race. You have to get out in front as soon as possible, speaking about the EV transition. That statement is of course contrary to what we've seen from the likes of Ford, GM, Toyota, and others.

我们听到了起亚汽车的执行副总裁说这就像一个赛马比赛。他谈论到电动汽车转型，表示必须尽快处于领先地位。这种说法显然与福特、通用汽车、丰田等公司的立场相反。

Don't forget to go google yourself and then come back and check out Delete Me to take advantage of that discount. You're welcome. Hope you guys have a wonderful day. Please like the video if you did. You can find me on X-Link below and a huge thank you to all of my Patreon supporters.

不要忘记去谷歌一下自己，然后回来查看Delete Me以利用那个折扣。不用谢。希望你们有美好的一天。如果喜欢的话，请点赞该视频。你可以在下方找到我的X-Link，并由衷地感谢所有支持我的Patreon粉丝们。