The Truth About Tesla's 10-K / Toyota Lying and Cheating / GM Faces Dealer EV Demands ⚡️
发布时间 2024-01-30 08:35:45 来源
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Welcome to Electrified, it's your host Dylan Loomis, so it's now official from Energy.gov for the first time ever in the United States. ED sales did over 1 million units in 2023. The total number for pure BEV was around 1.1 million, then add another roughly 300,000 plug-in hybrids for 1.4 million total electrified vehicles.
欢迎来到《电动化》,我是主持人迪伦·卢米斯。现在,根据美国能源部的官方数据,2023年ED的销量首次突破100万辆。其中纯电动汽车的数量大约为110万辆,再加上大约30万辆插电混动汽车,总计达到140万辆电动汽车。
We have a rumor of sorts from Think Your Car on X, an account which provides insights into the Chinese automotive industry. They're saying the new Model 3 Plus performance is expected to launch in China in quarter two, priced around $56,000, mass produced at Giga Shanghai. By the end of March, and it should hit the market for sale, rumors are saying it'll be a tri-motor powertrain system. Clearly, no promises with this rumor about a tri-motor setup, but that would certainly be news because historically the Model 3 performance was a dual-motor setup.
我们从“Think Your Car on X”这个账号上得到了一条传闻,该账号提供中国汽车行业的见解。他们说新的Model 3 Plus性能版有望于第二季度在中国上市,售价约为56,000美元,由上海超级工厂进行大规模生产。据传闻,到3月底,该车应该会上市销售,有消息称它将是一款三电机动力系统。显然,对于这个传闻中的三电机设置没有确切保证,但如果属实的话,那将是重大新闻,因为从历史来看,Model 3性能版一直采用的是双电机设置。
Here's my problem with this post, though. If you read carefully, they say it'll be mass-produced at Shanghai by the end of March, which would mean they would start producing this sometime in March, which is actually quarter one. Typically, mass-produced implies at least a few weeks of a ramp up to get to that phase prior, meaning that this vehicle would be launching sometime in quarter one if this were to be a solid source. Thus, take it for what you will. If this vehicle were to be launched in China, maybe toward the end of Q1, I would then expect it to hit the North American market sometime, of course, in quarter two.
这篇文章让我有些困惑。如果你仔细阅读,他们说这款车将在三月底在上海开始大规模生产,这意味着他们将在三月某个时候开始生产,也就是第一季度。通常来说,大规模生产意味着在此之前至少要经过几周的增产阶段,这意味着如果这个消息靠谱的话,这款车应该在第一季度推出。因此,你可以根据你的意愿来相信这个消息。如果这款车确实在中国上市的话,我会预计在第一季度末或第二季度初进入北美市场。
Speaking of the Model 3 Plus, at current locations across the United States, dependent on availability, you can actually take a 30-minute demo drive. Not only that, though, you can also book an overnight test drive for the Model 3 Plus. You can drive it up to 200 miles, but you have to bring it back in the morning. Based on everything I'm reading online, the availability of this overnight test drive for the Model 3 Plus is still pretty limited, but keep it in the back of your mind and be checking with your local Tesla showroom if you're interested.
说到Model 3 Plus,目前在美国的不同地点,根据供应情况,你可以参加一个30分钟的展示试驾。不仅如此,你还可以预约一个Model 3 Plus的过夜试驾。你可以驾驶它行驶最多200英里,但必须在早上把它还回去。根据我在网上看到的一切,Model 3 Plus的这种过夜试驾的可用性仍然非常有限,但如果你有兴趣,请记在心里,并与当地的特斯拉展厅联系查询。
Luca Greco on X, our resident Gigapress expert, said, I've tracked over 120 Gigapress orders above 6,000 tons. The vast majority of which are from Chinese Tier 1 suppliers, there are still legacy OEMs with no plans to switch to Gigacastings.
我们的业务专家卢卡·格雷科谈到了X的问题,他说:“我已经追踪了超过120个超过6000吨的巨型冲压订单。其中绝大多数来自中国的一线供应商,但仍有一些传统的原始设备制造商没有计划转向巨型铸件。”
AJ on X put together a chart for European auto sales comparing 2022 market share to last year. The biggest winner for the year? Tesla gaining over 1% of new market share, and the biggest loser was Ford losing about 67 basis points of market share. The second biggest grower for the year was VW's brand, Skoda, gaining 49 basis points of market share.
AJ在X上为欧洲汽车销售制作了一张图表,比较了2022年的市场份额与去年的情况。今年最大的赢家是特斯拉,获得了超过1%的新市场份额,而最大的输家是福特,失去了约67个基点的市场份额。今年增长第二快的是大众旗下的品牌斯柯达,获得了49个基点的市场份额。
Tesla's annual report for 2023, the 10k, came out today and naturally there are some people out there saying Tesla was hiding some things in this report, so spent most of the day today going through this and let's get to the takeaways. Perhaps most importantly though, now that this report is out, it actually means Elon can hold that company talk that he had mentioned on X. He said he'll recap the talented team's amazing accomplishments for 2023 and describe exciting plans for 2024 and beyond. Hopefully, he stays true to this and we see it in the next few days or weeks.
特斯拉的2023年年度报告,即10K报告,今天发布了,自然而然地有一些人说特斯拉在这份报告中隐藏了一些东西,所以今天大部分时间都在仔细研究这份报告,接下来我们来看一下要点。然而,最重要的是,现在这份报告发布了,这实际上意味着埃隆可以举行他在X中提到的公司讲话。他说他将回顾才华横溢的团队在2023年取得的惊人成就,并描述2024年及更远的激动人心计划。希望他能信守承诺,我们在接下来的几天或几周中能见证这一点。
Tesla now has 140.4,000 employees, up 9.9% year over year, that's compared to 127.8,000 at the end of 2022. Tesla's new forecast for capital expenditures for 2024 and 2025 is between $8 and $10 billion. In 2023, their actual cap expend was $8.9 billion compared to $7.16 billion in 2022.
特斯拉现在雇有14.04万名员工,同比增长9.9%,相比之下,2022年底为12.78万名员工。特斯拉对2024年和2025年的资本支出进行了新的预测,金额在80至100亿美元之间。在2023年,他们的实际资本支出为89亿美元,而2022年为71.6亿美元。
One of the more overlooked aspects of the 10k from what I've seen so far, of Tesla's about $29 billion in cash and cash equivalents, Tesla has $13.2 billion of that actually invested. This primarily in government securities like T-bills, CDs, money market funds, etc. This figure is actually up $5 billion from the end of 2022 and what this means is let's say Tesla invests that $13.2 billion at roughly 5%, which is what you can go get for around one year, that would be $660 million per year in interest earned. For some context, last year, Tesla's services and other line of business did $489 million in profit for the year. Now of course that's going to grow for 2024, but even if the services business grows beyond this figure, this would still effectively be almost like another business line for Tesla.
在我目前所看到的10k报告中,一个相对被忽视的方面是特斯拉约290亿美元的现金和现金等价物中,实际上有132亿美元是投资的。这主要包括政府证券,如国债、定期存单、货币市场基金等等。与2022年底相比,这个数字实际上增加了50亿美元,这意味着假设特斯拉将132亿美元以大约5%的利率投资,也就是可以在一年左右获得6600万美元的利息收入。以去年为例,特斯拉的服务和其他业务线的年利润为4.89亿美元。现在当然,这个数字在2024年会增长,但即使服务业务超过这个数字,这对特斯拉来说仍然几乎等同于另一个业务线。
I always like to take a look at where Tesla's revenue is coming from geographically, doing the math for 2023, 46.7% of revenues came from the USA, 30.8% international, 22.5% from China. Those figures compared to 2022 in the United States, that number was down about 3%, international was actually up roughly 3%, and China was mostly unchanged.
我总是喜欢查看特斯拉收入的地理来源,对于2023年的运算结果表明,46.7%的收入来自美国,30.8%来自国际市场,22.5%来自中国。与2022年相比,在美国的收入下降了大约3%,国际市场实际上增长了约3%,而中国市场基本保持不变。
Going forward, Giga Shanghai is now going to be subject to the regular statutory 25% corporate income tax rate. From 2019 to 2023, Tesla was actually granted a beneficial rate of 15%, that has now gone away. There was no meaningful update when it comes to the 2018 CEO Performance Award litigation that took place in 2022. All it said, post trial briefing and argument are now complete. This is the verdict Tesla's board of directors is waiting for as they put together Elon's next compensation plan.
今后,上海超级工厂将适用正常的法定企业所得税率25%。从2019年到2023年,特斯拉实际上享受了15%有利税率,但现在已经取消。关于发生于2022年的2018年首席执行官绩效奖诉讼案,没有提供有意义的更新。只是说庭后简报和辩论已经完成。这是特斯拉董事会正在等待的判决,他们正在制定埃隆的下一份报酬计划。
Tesla's energy generation and storage gross margin was 18.9% for 2023, that's up from 7.4% in 2022. Tesla's deferred revenue balance for things like FSD and free supercharging increased about $600 million, ending 2023 at $3.5 billion. That was up from $2.9 billion, ending 2022, and last year, Tesla recognized $595 million from this balance, and that number was $580 million for 2022.
特斯拉的能源发电和存储毛利率在2023年达到了18.9%,而2022年只有7.4%。特斯拉的延期收入余额,例如全自动驾驶和免费超级充电服务,增长了约6亿美元,截至2023年达到35亿美元。这一数字高于2022年底的29亿美元。去年,特斯拉从这一余额中认可了5.95亿美元的收入,而2022年为5.8亿美元。
On the Tesla energy side of the business, that deferred revenue balance ended 2023 at $3.4 billion, of which they expect to recognize about a third or $1.05 billion in the next 12 months. As of January 22nd, Tesla now has $3,184.7 million shares outstanding, and for those of you that like to do EPS calculations for business lines, the diluted share count sits at $3.485 billion.
在特斯拉能源业务方面,截至2023年,递延收入为34亿美元,其中他们预计在接下来的12个月内能够认可大约三分之一即10.5亿美元。截至1月22日,特斯拉的流通股总数为31.847亿股,对于那些喜欢进行业务线每股收益计算的人而言,考虑稀释效应后的股份数为34.85亿股。
Naturally, I saved the one for last where I've seen multiple people talking about what Tesla's been hiding in this 10k, and it's such a terrible result. They were painting Tesla's warranty cost incurred for 2023 of $1.2 billion, up 49% a year over year as something that was effectively awful. They were saying, as the first time that figure was ever over $1.000, which then means Tesla is still bad at making cars because they have so many warranty costs they have to pay for. As you may have guessed though, it's total nonsense.
自然而然,我将那篇评论留到最后,因为我看到许多人在谈论特斯拉在这份10K报告中所隐藏的内容,结果非常糟糕。他们把特斯拉2023年的保修费用增加了49%,达到12亿美元,描述得非常糟糕。他们说,这是该数字首次超过1,000亿美元,这就意味着特斯拉在生产汽车方面仍然很差,因为他们需要支付如此多的保修费用。然而,正如你可能已经猜到的,这完全是胡说八道。
If you go back to 2021 and 2022, you understand why. As Tesla grows its business and has more vehicles covered by warranty, this number is of course going to go up. For 2022, Tesla's warranty repair costs were $803 million, which was up 53% year over year, which was actually a faster growth rate than it was in 2023. Then in 2021, Tesla's warranty costs were $525 million. The simple takeaway? Absolutely nothing out of the ordinary for this specific metric.
如果你回顾2021年和2022年,你就会明白这个原因。随着特斯拉业务的扩大和更多车辆享有保修服务,这个数字当然会增加。2022年,特斯拉的保修维修费用为8.03亿美元,同比增长53%,实际上比2023年的增长速度还要快。而在2021年,特斯拉的保修费用为5.25亿美元。简单来说,这个指标并没有任何异常情况。
On X, CERN Bashir put together a helpful chart comparing Tesla's reported revenue, the green, and Tesla's indicative revenue that he's calling it as the yellow. Effectively, indicative revenue is really just the reported revenue then you add in the deferred revenue and Tesla's unsatisfied performance obligations. Thus, it's actually this yellow line that represents the growth of the balance of revenue Tesla is going to recognize at some point in the future. Which over the past three quarters has grown at a much faster clip than Tesla's reported revenue.
在X上,CERN的巴什尔制作了一张有用的图表,比较了特斯拉的报告收入(绿色)和他所称之为黄线的特斯拉指示性收入。实际上,指示性收入实际上就是报告收入,再加上递延收入和特斯拉未履行的履约义务。因此,实际上是这条黄线代表了特斯拉将来某一时间段内将要认可的收入余额的增长。在过去的三个季度里,这条黄线的增长速度要比特斯拉的报告收入快得多。
Last week, Morgan Crapz, the director of public affairs at Redwood, said on LinkedIn Redwood has officially broken ground in South Carolina at their second battery materials campus. If you've watched the channel for a while, you may remember that this site was actually supposed to break ground originally in quarter 1 of 2023, so they're roughly one year behind that timeline. People are calling South Carolina the battery belt now and the plan for Redwood is to spend about three and a half billion dollars at this location and eventually it's set to make 100 gigawatt hours of cathode and anode materials per year which would be enough for about 1 million EVs per year.
上周,Redwood的公共事务总监Morgan Crapz在领英上表示,Redwood在南卡罗来纳州的第二个电池材料基地已经正式动工。如果你是长期关注这家公司的人,你可能还记得,这个地点原本计划在2023年第一季度开始施工,所以他们大约推迟了一年。人们现在将南卡罗来纳州称为电池带,而Redwood的计划是在这个位置投资约35亿美元,并最终生产每年100千兆瓦时的正极和负极材料,足够供应约100万辆电动汽车的需求。
Tesla continues to be a fan favorite among EV drivers here despite the fierce competition by local brands. One of the criticisms though of Tesla is that it doesn't refresh its models quickly enough, especially when compared to some of its Chinese rivals. Now for this Cybertruck, Tesla has not officially announced that the Cybertruck would come here to China. In fact, Elon Musk has gone on recorders to say that it's going to be difficult and one of the issues has been the regulatory environment, especially around trucks. But one point that was really interesting and picked up upon by a lot of the fans is that the name of the Cybertruck in Chinese avoids the word truck. So that's seen as a way for Tesla perhaps to eventually launch the Cybertruck here.
尽管本地品牌的竞争激烈,特斯拉在电动车司机中仍然深受喜爱。然而,特斯拉也面临一项批评,即其车型更新速度不够快,特别是与一些中国竞争对手相比。目前,特斯拉尚未正式宣布Cybertruck将进入中国市场。实际上,埃隆·马斯克曾公开表示,这将是一项困难任务,其中一个问题就是监管环境,特别是卡车方面。但是值得一提的是,不少粉丝感兴趣的一个观点是,Cybertruck在中文中避免了使用“卡车”这个词。因此,这被视为特斯拉或许最终会在中国推出Cybertruck的方式。
Right, well it's interesting because here you really can't get a pickup truck or if you do, you're not able to drive into the city, like into some of that kind of more packed areas. So there are a lot of regulations around it and that's why it's interesting that in the name people, you know, people love to see these big cars, they love driving them. That's what they were talking about. Does everyone is impressed by the size? They love the look. They were talking about how it looks like an armored vehicle. People loved it. But the regulations are such that they don't allow what would be considered a pickup truck into the kind of more packed parts of the city. So, the fact that it was called an urban traveling wagon, maybe not so catchy, but maybe it could get you around some of the regulations.
好吧,有意思的是,这里你真的无法买到一辆皮卡,即使你买到了,也不能开入城市中的一些拥挤地区。所以存在很多相关规定,这就是为什么有意思的是,在这个名字中人们喜欢看到这些大车,喜欢驾驶它们。他们在讨论什么?每个人都对它的尺寸感到印象深刻吗?他们喜欢它的外观。他们谈论它看起来像一辆装甲车。人们喜欢它。但是规定禁止将皮卡车辆开入城市中的拥挤地区。所以,这辆被称为城市旅行马车的事实,或许不太具有吸引力,但也许可以帮你解决一些规定性问题。
Right now with the Cybertruck in China, there is all kinds of hype around the vehicle and some reporters saying that Tesla may be working on ways to bring the Cybertruck to the Chinese market getting around the current regulations. Is there a hint to be extracted from Tesla apparently changing what they're calling Cybertruck in the Chinese market to then say that in the future they're going to bring a scaled down version of this vehicle to that market? It's possible.
现在,随着特斯拉Cybertruck进入中国,围绕这款车的炒作纷纷而起,一些记者称特斯拉可能正在寻找方式绕过现行的法规将Cybertruck引进中国市场。从特斯拉显然将Cybertruck在中国市场改名开始,是否能得出这样一个线索:未来他们将在中国市场推出一款缩小版的这款车?这是有可能的。
At least for the foreseeable future, the way I see it, Tesla is going to focus on building this vehicle at scale for the United States. They will have sufficient demand for at least the next two to three years in this market alone. I'm pretty sure Tesla would agree bringing the next gen compact vehicle to market in China as fast as possible is priority number one. With that said, it's pretty tough to deny how popular the Cybertruck has been in the Chinese market for the past few days.
眼下至少,在我看来,特斯拉将会把重点放在美国规模化生产该车型。单单在这个市场上,他们在接下来的两到三年内将有足够的需求。我相信特斯拉会同意,尽快将下一代紧凑型车型引入中国市场是头等大事。话虽如此,无法否认的是,过去几天里Cybertruck在中国市场的受欢迎程度相当高。
As I've said before, if Tesla ever plans to send the Cybertruck to the Chinese market, that's just going to be icing on the cake, but long term it's not a market that is required for the Cybertruck to have success. I do think it's worth mentioning, I've heard that right now only certain organizations are allowed to use pickup trucks in certain cities in China, meaning individuals in some cities cannot. I'm also hearing that some of the major Chinese automakers have been lobbying the government to allow individuals to actually own pickups. From that lobbying angle, let's not forget that a few years ago, Tesla played a pivotal role in the government actually changing its stance when it comes to these green license plates for EVs.
如我之前所说,如果特斯拉有计划将Cybertruck引入中国市场,那将是锦上添花,但从长远来看,对Cybertruck的成功并非必需。不过,值得一提的是,我听说目前只有特定机构被允许在中国某些城市使用皮卡,这意味着个人在某些城市将无法使用皮卡。我还听说,一些中国主要汽车制造商一直在游说政府,让个人得以真正拥有皮卡。从这方面的游说角度来看,不要忘记几年前,特斯拉在推动政府改变对电动汽车绿色牌照立场上起到了关键作用。
A Reddit user shared a picture of a V4 supercharger in Norway with the touchscreen actually active. This is the first time I've really seen this. While this may seem like a step backward for Tesla, you have to remember this is due to regulations in certain countries and really is for these non-Tesla owners that are using these V4 sites. As I understand it, these screens are effectively irrelevant for actual Tesla owners.
Reddit上的一个用户分享了一张在挪威的一个V4超级充电站的照片,照片中的触摸屏实际上是激活状态。这是我第一次真正看到这样的情况。虽然这似乎对特斯拉来说是向后退的一步,但你必须记住,这是由于某些国家的法规要求,并且实际上是为那些非特斯拉车主使用这些V4站点而设计的。据我了解,对于真正的特斯拉车主来说,这些屏幕实际上是无关紧要的。
ChargeMap just came out with its 2023 ranking of the best charging networks in Europe, where they have over 112,000 users sharing their charging experience, generating over 390,000 ratings on the charge map platform. And the winner is… no surprise, the Tesla supercharger network followed by FastNet and Electra. When it comes to the best rated networks in terms of value for the money in Europe, the Tesla supercharger network was actually in fourth. Then in terms of infrastructure reliability, the supercharger network was actually in second behind the first place FastNet.
ChargeMap刚刚发布了2023年欧洲最佳充电网络排名,他们拥有超过11.2万名用户共享充电经验,为充电地图平台贡献了超过39万个评分。而得胜者是……毫不意外,特斯拉超级充电网络,其次是FastNet和Electra。就欧洲性价比最高的网络来说,特斯拉超级充电网络实际上排名第四。然后在基础设施可靠性方面,超级充电网络实际上排名第二,仅次于第一名的FastNet。
FastNet might be a new name here in the UK, but it's actually one of the biggest rapid charging networks in Europe and it's expanding out of its native Holland 12 just about everywhere really. You can spot them by their distinctive solar canopies. They provide a welcome cover from the elements, which is something we really like. It's also well-licked here and it just feels safe, which again is a big plus point in my book.
FastNet在英国可能是一个新的名字,但实际上它是欧洲最大的快速充电网络之一,并且正在其本土荷兰以及几乎到处扩张。你可以通过他们独特的太阳能雨棚来识别它们。它们提供了一个受欢迎的遮蔽物,使我们可以远离恶劣天气,这是我们非常喜欢的。这里的设施也很完善,感觉很安全,这对我来说也是一个很大的优点。
This is one aspect of Tesla's business Tesla Electric in Texas that I would love to get more information on what Tesla is planning in terms of a future electric rollout. I think many customers would be interested in having the option to pay $25 a month for unlimited charging at night between 10pm and 6am. Limited charging for less than $1 a night with electricity provided by Tesla Electric. Right now it's only in certain locations in Texas that allow the individual to choose their own electric provider, then if you're one of those people and you have a Tesla vehicle or a power wall, you may be eligible. With this plan, customers can sell energy to the grid if they need energy from the grid, it's going to come from 100% renewable sources. Plus everything I've seen Tesla will actually pay customers more for selling that energy to the grid than some of the other competitors would. On that front, I wonder what are Tesla's plans for Tesla Electric rolling out into other states and what might the timelines look like?
这是特斯拉在得克萨斯州的一个业务方面——特斯拉电动,我想了解更多关于特斯拉在未来电动推广方面的计划。我认为很多客户会对每月支付25美元,在晚上10点到早上6点之间享受无限充电的选择感兴趣。通过特斯拉电动提供的电力,每晚仅需不到1美元的有限充电。目前,只有得克萨斯州的某些地区允许个人选择自己的电力供应商,如果您是那些人之一,并且拥有特斯拉汽车或Power Wall,那么您可能有资格。在这个计划下,顾客可以将能源出售给电网,如果他们需要电网能源,那将全部来自100%的可再生能源。而且根据我所见,特斯拉实际上会支付顾客比其他竞争对手更多的销售能源给电网的费用。在这方面,我想知道特斯拉电动进入其他州的计划是什么样的,时间安排如何?
What about Tesla Insurance? It's now been over one full year since we've got one new state eligible for Tesla Insurance, so I would have loved one question on the conference call to be about that.
特斯拉保险怎么样了?我们已经有了一个新州符合特斯拉保险的资格已经过去了一整年,所以我希望在电话会议上有一个关于此事的问题。
Don't forget Tesla's shutdown of Gigabrelin due to the problems in the Red Sea and shipping is actually beginning today. We also have this from the Nikkei Asia today that companies are preparing for a new norm characterized by longer transport distances. The VP of Maritime Affairs at S&P is saying he expects the process of companies adjusting to the new reality to take a few more months, assuming the current hostilities continue in the Middle East. About 90% of the container ships sailing through the Red Sea have been forced to divert from the crucial trade route since mid-December. Beyond just the added costs and the time of shipping, this could create new challenges like insufficient port capacity to handle this volume of shipping activity and the risk that bunker fuel shortages could create additional bottlenecks along the route.
不要忘了特斯拉关闭吉卡布来因为红海问题,实际上今天开始运输。今天的《日经亚洲评论》还报道说,公司正在准备一个新的常态,特征是更长的运输距离。S&P的海事事务副总裁表示,他预计公司适应这个新现实的过程还需要几个月的时间,假设目前的中东敌对行动还在继续。自12月中旬以来,通过红海的货柜船中约90%的船只被迫改变航线。除了增加的成本和时间,这可能会带来一些新的挑战,如港口容量不足以处理这种运输活动的体积,以及燃油短缺可能在航线上造成额外的瓶颈风险。
According to an analyst, about 70% of components in the European automotive sector imported from Asia come through the Red Sea. There have already been companies on the east coast of North America switching from ocean to air freight, but now we have air freight rates rising due to the increased demand. Hopefully Gigabrelin's two-week shutdown for production is only two weeks, but for now things really are not looking great.
根据一位分析师的说法,约70%从亚洲进口到欧洲汽车行业的零部件通过红海运输。已经有一些北美东海岸的公司从海运转变为空运,但现在由于需求增加,空运费用也在上涨。希望Gigabrelin的两周生产停工只是两周,但眼下情况真的不容乐观。
Toyota Industries, which is effectively a subsidiary of Toyota Motor, has been found by an independent panel to have falsified horsepower output tests for diesel engines used in seven Toyota industrial vehicles and three car models. In response, Toyota is going to suspend shipments of some cars whose engine parts were found to have irregularities during certification tests. Toyota Industries, which is commissioned by Toyota Motors, cheated on the certification tests for three diesel engine models. The committee is not in a situation to say whether Toyota Motor was at fault for this, and the extent to which Toyota should check the results is decided based on trust between the two companies. This comes shortly after another Toyota subsidiary, Dihatsu Motor, was found to have flaws in safety tests for its products, and after Hino Motors was found to have falsified its truck's emissions data.
丰田工业,实际上是丰田汽车的子公司,经过一个独立小组的调查后,被发现在七个丰田工业车辆和三种汽车型号使用的柴油发动机的马力输出测试中伪造了数据。作为回应,丰田将暂停发运一些车辆,因为其发动机零部件在认证测试中发现存在异常。丰田工业作为丰田汽车的承包公司,在三款柴油发动机模型的认证测试中舞弊。委员会无法判断这是否是丰田汽车的错误,丰田是否应该对结果进行更多核查是基于两家公司之间的信任来决定的。在这之前,丰田的另一个子公司戴百度汽车被发现在其产品的安全测试中存在缺陷,日野汽车也被发现对其卡车的尾气排放数据进行伪造。
Say what you will about Tesla, but in about 20 years of existence we've never had anything about Tesla outright falsifying or cheating or actually lying. Sure, Tesla may have played within the rules of the game I would add to have better listed ranges for their vehicles, but they've never outright lied falsified data or actually cheated. Not to overreact here, but just understanding human nature if this type of thing is allowed into the culture, it's most likely happening in other parts of the business as well, which as a consumer just makes it very hard to want to support companies like this or VW with things like dieselgate. As I was looking up the connection between Toyota Industries and Toyota Motor, I also found that Toyota was involved in an investigation with forklift and construction machinery engines, in which an investigative committee also confirmed misdoing. Case in point. Either way, Toyota holds around a 25% stake in Toyota Industries, and Toyota Industries in turn owns about 8% of Toyota shares itself.
不管你如何评价特斯拉,但在大约20年的存在中,我们从未听说过特斯拉明确伪造、作弊或实际撒谎的事情。当然,特斯拉可能在规则范围内运作,以提高其车辆的续航里程,但他们从未明确撒谎伪造数据或实际作弊。不想过度反应,但是要理解人性,如果这种事情在企业文化中被允许存在,很可能也在企业的其他部分发生,作为消费者,这让我们很难支持像这样的公司或大众(VW)的柴油门。当我在调查丰田工业与丰田汽车之间的联系时,我还发现丰田涉及叉车和工程机械发动机的调查,调查委员会也证实了错误行为。这就是一个例子。无论如何,丰田持有丰田工业约25%的股份,而丰田工业则持有约8%的丰田股份。
Ford is trying out a new policy allowing dealers to rent out 2023 Mustang Mach-E's through their dealer Daily Rental Program. This started January 15th and it aims to manage excess inventory with the goal of increasing the number of EVs in loaner service. To incentivize dealers to participate in this rental program, Ford will offer $1,750 off invoice credit. Ford allowing its dealers to loan out these Mustang Mach-E's may drum up some extra EV interest, but at the end of the day, this really just highlights the very difficult position the Mustang Mach-E is in relative to the Model Y that still qualifies for the full credit the Mach-E does not.
福特正在尝试一项新政策,允许经销商通过其经销商日租计划出租2023款野马Mach-E。该政策于1月15日开始实施,旨在管理过剩库存,并增加借车服务中的电动汽车数量。为了鼓励经销商参与这个租赁计划,福特将提供1750美元的发票抵扣。福特允许经销商借出这些野马Mach-E可能会引发一些额外的电动汽车兴趣,但归根结底,这只是突显了野马Mach-E相对于仍有资格获得全部抵扣的Model Y而言所处的非常困难的位置。
Some influential GM dealers are pressing them to introduce hybrid models, worried they're losing customers who aren't ready for fully electric vehicles. GM executives have acknowledged the dealer's views, but they have not made any commitments to future hybrid options.
一些有影响力的通用汽车经销商正敦促他们推出混合动力车型,担心他们正在失去那些对纯电动车辆尚不准备的顾客。通用汽车的高管们承认了经销商的观点,但他们还没有就未来混合动力选项做出任何承诺。
There are two glaring problems for GM when it comes to hybrids. First and foremost, their entire business model for the future is based on this Altium EV platform, fully electric, not focusing on hybrid. Plus, about 20 years ago, GM tried to bring some hybrid options to the market of vehicles like the GMC Yukon and the Cadillac Escalade, some of their more profitable vehicles and within a few years, they discontinued those because they didn't sell well. Then in 2010, they tried it again with the Chevy Volt, which had a bit more success, but that was also discontinued by 2019 because it was a money loser. Thus, when it comes to GM and hybrids, history has not been kind to this company.
对于通用汽车公司(GM)来说,混合动力车型存在两个明显的问题。首先,他们未来的整个商业模式都是基于Altium EV平台,全面电动化,而不是着重发展混合动力。此外,大约20年前,GM试图推出一些豪华车型如GMC Yukon和Cadillac Escalade的混合动力选项,而这些是他们更赚钱的车型,然而在几年后,他们不得不停产这些车型,因为销量不佳。然后在2010年,他们又尝试了雪佛兰Volt,虽然它稍微成功了一些,但到2019年也被停产,因为它是个赔钱的项目。因此,对于GM来说,从过去看,与混合动力车型有关的历史并不对这家公司有利。
On X-luise, otherwise known as Lula, the president of Brazil, has confirmed that BYD is taking over a former Ford factory, taking it over for full EV production. This will be BYD's first factory outside of Asia in Brazil, inching closer and closer to the West.
据巴西总统卢拉(又被称为卢拉)确认,比亚迪将接管一座原来属于福特的工厂,并将其用于纯电动汽车的生产。这将是比亚迪在亚洲以外地区的第一座工厂,使其逐渐向西方国家靠近。
We talked about it last week, Rivian's hiring spree and poaching of some pretty solid talent is continuing. DJ Navatny, who worked at Apple for almost 25 years, has now left to work at Rivian where he will serve as the senior VP of vehicle programs. In DJ's new role, he'll lead product management for products and engineering, making him one of the company's most critical executives. DJ was also part of the team at Apple who helped to start efforts for Apple's own EV, which we talked about last week so far has been a complete disaster.
上周我们提到过,Rivian正在进行一轮大规模的招聘,并且正在挖掘一些非常优秀的人才。DJ Navatny曾在苹果公司工作了将近25年,现在已经离开苹果加入了Rivian,担任高级副总裁的车辆项目职务。在DJ的新职位上,他将负责产品和工程的产品管理工作,使他成为了该公司最关键的高管之一。DJ还是苹果公司负责推动自家电动汽车项目启动的团队的一员,而我们上周讨论过这个项目目前已经完全失败。
Tesla stock closed the day at $190.93, up 4.19%, compared to the NASDAQ up 1.12% on the day. Tesla shares traded nearly 12 million shares over the average 30-day volume. It was a green day across the board for our auto and AI list, but I do think it's calling out Lucid up 27% on the day. In part, this could be driven by the fact that this morning, Motley Fool, issued a BY-alert for Lucid stock before the market opened.
特斯拉股票收于190.93美元,上涨4.19%,相比之下纳斯达克上涨1.12%。特斯拉股票交易量接近3000万股,超过了平均30天的交易量。在我们的汽车和AI股票列表中,今天是绿色的一天,但我认为卢西德股票上涨了27%。部分原因可能是因为早上,Motley Fool在市场开盘前发布了关于卢西德股票的买入警报。
We haven't talked much about Neuralink on the channel to date, but Elon dropped some pretty major news, saying the first human received an implant from Neuralink yesterday and is recovering well. Initial results show promising neuron spike detection, so now in the days and weeks ahead, hopefully we can get a lot more information. When you talk about potential life-changing technology, this type of thing comes to mind as something that's not actually hyperbole using that wording.
迄今为止,我们在频道上并没有谈论太多关于Neuralink的内容,但埃隆刚刚宣布了一些重大消息,他说第一位人类昨天接受了Neuralink的植入,并正在良好康复中。初步结果显示神经元峰值检测非常有希望,所以在接下来的几天和几周中,我们有望获得更多的信息。当我们谈论可能改变生活的技术时,这种类型的事情就会浮现出来,不过这并不是夸大其词的措辞。
I 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.
希望你们有一个美好的一天,你们可以在下方链接找到我,在你们喜欢的话请给视频点赞,还有非常感谢所有支持我的Patreon的朋友们。