Tesla Starts Advertising / VW Demand Imploding / Volvo Adopts NACS ⚡️
发布时间 2023-06-27 21:59:27 来源
Welcome to Electrified, it's your host Dylan Loomis. So today we learn that Volvo is the next Domino 2-fall in adopting the North American charging standard, which marks the first European carmaker to do so. Volvo did buy Polestar back in 2015 and then spun it off into its own brand in 2017, so nothing official yet, but I would assume that Polestar will also be adopting the Nax.
欢迎来到《电动化》，我是主持人迪伦·卢米斯。今天，我们得知沃尔沃将成为第二个采用北美充电标准的先锋，这标志着第一家采纳该标准的欧洲汽车制造商。沃尔沃在2015年收购了极星（Polestar），然后在2017年将其独立成为自己的品牌，尽管尚无官方消息，但我认为极星也会采用Nax充电标准。
From the press release, future Volvo cars starting from 2025 will be equipped with Nax. This will give access to 12,000 new fast charge ports. This figure is expected to grow as Tesla continues to expand the Supercharger network. So far, all of the other automakers to adopt the Nax have mentioned this 12,000 figure as the number of the Supercharger network plugs they'll have access to, but remember Tesla has about 19,000 plugs in North America, so really these other automakers are only getting access to about 63% of Tesla's current supercharging network.
从新闻发布会上可以得知，从2025年开始的未来沃尔沃汽车将配备Nax技术。这将使其能够享受到12,000个新的快速充电桩。随着特斯拉不断扩大超级充电网络，这个数字有望继续增长。到目前为止，所有使用Nax技术的其他汽车制造商都提到了这12,000个超级充电网络插座的数量，但要记住，特斯拉在北美地区有大约19,000个插座，所以其他汽车制造商实际上只能使用特斯拉当前超级充电网络的大约63%。
Which begs the question, will all future Supercharger locations be open to all of these other companies or will it only be select locations? Volvo cars will not have a Nax port until 2025, but starting in the first half of next year, there will be an adapter available.
这就引出了一个问题，未来的所有超级充电站是否都对这些其他公司开放，还是只有其中一部分地点？沃尔沃汽车将于2025年之前没有Nax端口，但从明年上半年开始，将会有一个适配器可用。
Speaking of adapters for any Volvo customers that want to continue using CCS chargers after 2025, Volvo will provide an adapter for CCS charging. And they said Volvo customers will get real-time information on availability of chargers that access of course has to come from Tesla and pay for their charging session through one single interface.
说到适用于任何沃尔沃顾客的适配器，他们希望在2025年之后继续使用CCS充电桩，沃尔沃将提供CCS充电适配器。同时，他们表示沃尔沃顾客将能够实时获取到充电点的可用情况，并且可以通过一个统一的界面支付充电费用，当然这一点需要通过特斯拉来实现。
So Elon continually walking down the Reaper hallway. We also have the Society of Automotive Engineers International saying today it's going to standardize the Tesla Nax charging connector for EVs. If you're new, yes, Tesla dubbed its own charging standard the North American charging standard without actually being a standard. The society said this will provide certainty, expanded choice, reliability, and convenience to manufacturers and suppliers and most of all, increase access to charging for consumers.
埃隆不断在"收割者走廊"上前行。我们还有国际汽车工程师学会(SEAE)今天宣布将为电动车标准化特斯拉纳克斯(Nax)充电连接器。如果你是新手，是的，特斯拉给自己的充电标准冠名为北美充电标准，但实际上并非标准化。该学会表示，这将为制造商和供应商提供确定性、扩大选择、可靠性和便利性，最重要的是增加消费者对充电的获取途径。
The SAE standardization process is intended to assure reliable and consistent performance for any EV model or charging network. So basically their process is redundant because the Supercharger network already is these things. Some more good news, the SAE Nax connector standard will be developed on an expedited timeframe. This will also contribute to a charger reliability design for the National Charge X Consortium of which companies like Ford GM Stellantis, BMW, Electrify America Charge Point, and EV GO are members of.
SAE的标准化流程旨在确保任何电动汽车型号或充电网络的可靠和一致性性能。所以基本上，他们的流程是多余的，因为超级充电网络已经具备了这些条件。更好的消息是，SAE Nax连接器标准将在加快时间表上开发。这也将为国家充电X联盟的充电器可靠性设计做出贡献，其中包括福特、通用汽车、斯泰兰蒂斯、宝马、Electrify America Charge Point和EV GO等公司作为成员。
Ordinarily these standards committees can add some bureaucracy and red tape and slow things down, but hopefully because the Nax is already so good all they really need to do is codify it the way it is and lock everything in so everybody has more certainty on what it will look like going forward. Basically these standards will govern how the plugs connect with charging stations, they'll go over cybersecurity measures, charging speeds, and reliability requirements.
通常，这些标准委员会可能会增加一些官僚主义和繁文缛节，从而拖慢进展的速度，但希望因为Nax已经如此出色，所以他们只需要将其规范化，并将一切锁定，以确保每个人对未来它将如何呈现有更多的确定性。基本上，这些标准将规范插头与充电站的连接方式，他们还将审查网络安全措施、充电速度和可靠性要求。
To alleviate some of those bureaucracy fears, the president of the SAE's parent company said Tesla and industry engineers are working on the standards in partnership. And he said the automakers and consumers won't have to pay royalties to Tesla but EV owners will need to pay Tesla to charge on the network.
为缓解一些对官僚主义的担忧，SAE（工程师学会）的母公司总裁表示，特斯拉和行业工程师正在合作制定标准。此外，他表示汽车制造商和消费者无需向特斯拉支付版权费，但电动汽车车主需要向特斯拉付费以使用其充电网络。
About two weeks ago we heard that Charge Point was going to adopt the Nax and fast forward to today, they're already announcing the availability of the Nax connector for new orders. Charge Point's DC line or fast charging line can be sold or can be reconfigured with the Nax connector options later this year, and the Charge Point mobile app currently includes personal location filters for Nax. In case you're not familiar with Charge Point they're one of the largest charging operators in the United States but they're mostly level two chargers so far. As mentioned though they do have some DC fast charging things in the works as well. Kyle from Out of spec did a great review on Charge Point and their technology, I'll link it below if you want to check it out.
大约两周前，我们听说Charge Point将采用Nax插头，到今天他们已经宣布可以为新订单提供Nax插头选项。Charge Point的直流充电线路或快速充电线路可以在今年晚些时候出售或重新配置以适应Nax插头。Charge Point移动应用程序目前已经包含了Nax的个人位置筛选器。如果你对Charge Point不熟悉，他们是美国最大的充电运营商之一，但到目前为止，他们主要提供二级充电器。正如之前提到的，他们也在研发一些直流快速充电设备。Out of spec的Kyle对Charge Point及其技术进行了很好的评价，如果你想了解更多，我在下面会附上链接。
And in the event I were to have Kyle on the channel to talk about electric vehicles and charging and all of that, let me know below what you would want to hear about.
如果我邀请Kyle在频道上谈论电动车和充电等相关话题，如果有兴趣，请在下方告诉我你想听关于什么内容。
I want to give a major hat tip to Nikhil and Alexandra, Tesla boomer mama, and everybody out there that went to test the Crook's Corner stop sign, the Dan O'Dowd situation. Here's the latest news. The speed limit on this road is 35 miles per hour and Nikhil ran this test at 35 miles per hour. Here are the results.
我要向尼克希尔、亚历山德拉、特斯拉的扩音器妈妈和所有前往测试骗子角街停车标志、丹·奥多德事件的人们致以最崇高的敬意。以下是最新消息：该路段的速度限制为每小时35英里，尼克希尔以35英里每小时的速度进行了测试。以下是测试结果。
As you saw the navigation was set to go straight through the intersection and there was no car ahead of Nikhil that would have helped the FST beta stop. So in this instance it saw the stop sign stopped the line all as well. So whether Tesla tweaked something on the back end or the car learned on its own, either way in the long run as I said on Twitter, Dan O'Dowd really is actually helping Tesla solve FST even faster than they would otherwise without his help. So thanks Danny.
正如你所看到的，导航设置为直接通过路口，并且尼克希尔前面没有汽车可以帮助FST测试版停车。因此，在这种情况下，系统识别到了停止标志并停在了停车线上。所以不管特斯拉在后台进行了哪些调整，还是汽车自己学会了什么，无论哪种方式，总之从长远来看，正如我在Twitter上说的那样，丹·奥多德真的在帮助特斯拉更快地解决FST问题，比没有他的帮助要快得多。所以感谢丹尼。
We have the Department of Transportation that just awarded about one and a half billion dollars for transit agencies and state and local governments to buy electric and low emission buses.
我们有一个交通部门，刚刚授予了大约15亿美元给运输机构以及州和地方政府，用于购买电动和低排放公交车。
If you missed it last time then you're wondering how I've aggregated 63 different news sources all reporting on this same topic and I'm getting the data of which of those reporting agencies are left leaning, right leaning and center. Many of you are into this the last time I shared it so I just wanted to go over a few more features from a new sponsor of the channel, Ground News. If you're watching internationally, ground news has you covered at the top right of your dashboard you can choose your locale.
如果你上次错过了，那么你可能想知道我是如何整合了63个不同的新闻来源，它们都在报道同一个话题，并且我能获取这些报道机构的数据，知道它们是倾向左翼、右翼还是中立的。上次分享时，很多人对此很感兴趣，所以我想再介绍一下频道的新赞助商Ground News的几个更多特点。如果你在国际上观看，Ground News会为你提供覆盖，你可以在仪表盘右上角选择你的地区。
What ground news does is for every store you get a quick visual breakdown of news outlets that are covering that topic, their political bias, how factual the source is, which entity owns the source and which countries are covering the story. So in a matter of seconds you can see all of the left, center and right leaning articles and the headlines along with a quick summary of that article.
Ground News是为了让您对每个主题获得快速的新闻视觉分析。它显示了涵盖该主题的新闻媒体，它们的政治偏见，来源的客观性，所有者实体以及报道该事件的国家。因此，您只需几秒钟就可以看到所有左派、中立和右派的文章以及标题，以及该文章的简要摘要。
Ground news was developed by a former NASA engineer and yes there is a mobile app with all of the same features as well as a browser extension that will give you the ground news data right at the top of your browser. Ground news also integrates seamlessly with Twitter, Facebook and Reddit. And what's great for a community like ours is you can search specific topics, see all of the articles related to that topic and you can follow a certain topic to get updates on it in real time. I have to say this blind spot feature alone has really opened my eyes to the difference in reporting of each political ideology.
Ground News是由一位前NASA工程师开发的，它有一个移动应用程序，具有与浏览器扩展相同的功能，可以直接在浏览器的顶部提供Ground News的数据。Ground News还可以与Twitter、Facebook和Reddit无缝集成。对于我们这样的社区来说，非常好的一点是你可以搜索特定的主题，看到与该主题相关的所有文章，并且你可以关注某个主题以实时获取更新。我不得不说，这个盲点功能让我对各种政治意识形态的报道差异有了更清晰的认识，真的让我大开眼界。
So if you want to quickly see what the other side is reporting on and how they're doing it, this feature is incredible. For me, ground news has made staying informed much more enjoyable, more efficient and I have a lot more clarity on what's actually going on. So you can head to ground.news slash electrified linked below to stay informed on breaking news, compare coverage across the aisle and avoid media bias. You can sign up for free using my link or you can get 30% off for unlimited access if you'd like to support the mission like I do. Enjoy.
所以，如果你想快速了解另一方正在报道什么以及他们如何报道的话，这个功能非常出色。对我来说，Ground News让我更享受获取信息的过程，更高效，让我更清楚地知道发生了什么。你可以访问下方的链接ground.news/electrified，及时了解最新的新闻，对比双方的报道，避免媒体偏见。你可以使用我的链接免费注册，或者如果你想支持和我一样的使命，还可以享受30%的优惠获取无限访问权限。祝愉快！
We also have Yeshua from hit that bid finding today that it appears Tesla has indeed started advertising unless someone is mimicking Tesla ink, then Tesla has begun running some paid ads on Google AdWords. It looks like so far there are around 18 ads being ran in the United States and of course I'm still hopeful that Tesla will create some custom ad copy, maybe run some fun fighting videos on social media, but for now this is definitely at least a start. It appears as though Tesla is currently running ads in the United States and the UK. If you're not familiar with Google AdWords, this should be a very low cost way for Tesla to target its ad spend and of course online they have all of that data in real time.
我们还得到了来自"hit that bid finding today"的Yeshua的消息，他发现特斯拉似乎开始了广告活动，除非有人在模仿特斯拉的墨水，否则特斯拉已经开始在Google AdWords上投放一些付费广告。截至目前，在美国大约有18个广告正在运行，当然我仍然希望特斯拉能够创建一些定制广告文案，或者在社交媒体上播放一些有趣的激烈视频，但目前来说，这绝对算是个好的开端。看起来特斯拉目前正在美国和英国运行广告。如果您对Google AdWords不熟悉，对特斯拉来说，这应该是一种成本非常低的方式来定向广告支出，并且在线上，他们可以实时获得所有这些数据。
I do feel compelled to mention there's at least a non zero chance that somebody out there is running an elaborate scam trying to funnel a bunch of people through their referral links, but this could also definitely be right from Tesla. And if I had to guess, I would definitely guess the latter.
我觉得有必要提一下，至少有可能有人在进行巧妙的骗局，试图通过他们的推荐链接引导大批人参与，不过这也很有可能是特斯拉公司真实的情况。如果必须猜测的话，我肯定会猜测是后者。
We got the latest weekly insured data for Tesla China that number 16,700 and just a quick reminder on YouTube mobile, you can actually zoom in on YouTube videos. So plugging that data into the table if you wanted to compare it to the same weekend quarter one that number was 15,886 from week one quarter one to week 12 quarter one the total was 122.7,000. And from week one to week 12 in quarter two, we currently sit at 141.9,000. The current record for quarterly domestic deliveries in China for Tesla is 137.5,000. So yes, we have set a new record quarter for domestic deliveries in China. And honestly, given all of the economic challenges in China right now, to some degree, this is really all you can ask for.
我们获得了特斯拉中国最新的每周保险数据，数量为16,700，并且在YouTube移动端上，你实际上可以对YouTube视频进行放大。所以，如果你想将这些数据与第一季度的同一周进行比较，那个数字是15,886。从第一周到第一季度的第12周，总共有122.7万辆。而从第一周到第二季度的第12周，我们目前达到了141.9万辆。特斯拉在中国季度内的国内交付记录是137.5万辆。所以，是的，我们在中国国内交付创下了新的季度记录。坦率地说，在当前中国面临的所有经济挑战之下，这真的是你能期待的最好结果。
We have whole Mars saying FSD beta 12 may be later this year to which Elon said version 12 won't be beta. I could go on and on speculating here, but for now I just want to highlight two things.
我们整个火星都在说FSD beta 12可能会在今年晚些时候发布，对此，埃隆表示第12版将不是测试版。我可以在这里继续推测，但现在我只想强调两件事。
Number one, Elon didn't deny this quote about FSD 12 being maybe later this year. But let's add a little extension for Elon time and we'll call it first half of 2024, maybe.
首先，埃隆没有否认关于FSD 12可能在今年晚些时候发布的说法。但是，我们可以适度延长埃隆的时间，称其为2024年上半年，或许。
But the second thing that I would be fairly confident in saying is that given that it won't be a beta means essentially it would be feature complete. So the deferred revenue aspect that we've been used to when customers purchase full self driving may actually go away, meaning Tesla can start to immediately recognize 100% of that revenue.
但是我相当有信心说的第二件事是，鉴于它不会是测试版，基本上意味着它将具备全面的功能。因此，我们一直习惯于客户购买完全自动驾驶时的递延收入可能会消失，这意味着特斯拉可以立即确认100%的收入。
But honestly, let the questions fly. Could this mean Tesla might be ready to apply for level three autonomy? Level four, we'll see. And yes, I know that right now, it's not ready. I've seen all the clips where it does things wrong. I'm well aware of that fact. I would just remind people that a lot can happen in one year for evidence of my claims. I would just refer you to this chart one year would put us about right here.
老实说，就让问题自由提出吧。这是否意味着特斯拉可能准备申请三级自动驾驶技术？四级的话，我们拭目以待。是的，我知道现在它还没有准备好。我看过所有做错事情的视频剪辑，我非常清楚这一点。我只是想提醒大家，一年之内会发生很多事情，这可以作为我观点的证据。我只是把你引用到这个图表，一年后我们就会到这个位置。
I'm pleased to share that the white interior option has now been brought back for the base all wheel drive Model Y and is available across all Model Y configurations.
很高兴地分享，白色内饰选项现已重新引入基础全轮驱动的Model Y车型，并且适用于所有Model Y的配置。
As time goes on, Volkswagen seems to find itself with more and more problems. According to the works council, VW has temporarily reduced the production of electric cars at its end in plant in Germany. The reason weakening sales demand is almost 30% below the original planned production figures.
随着时间的推移，大众汽车似乎面临越来越多的问题。根据工会委员会的说法，大众汽车在德国的终端工厂暂时减少了电动汽车的生产。原因是销售需求的疲软，几乎低于原计划生产数量的30%。
So for the next two weeks, the late shift for production of the ID for and the first models of the ID seven will be canceled. Then they have three week plant holidays are also expected to be extended by one week for workers in the electric segment. And 300 of the current 1500 temporary workers in Emden will not be kept on as of August. A works council member said customer reticence fear trepidation is being felt quite vehemently in the electrical world. A VW spokesperson said we're confident the utilization of the plant will increase again with the market launch of the ID seven at the end of the year.
在接下来的两个星期里，ID车型和ID七的生产将取消晚班。然后，预计电动车领域的工人将会增加一周的假期。而在愉快商务协议中的1500个临时工中，将有300人从八月份开始不再继续工作。一位工会成员表示，对电动世界的客户保持避讳和恐惧是相当明显的。大众汽车发言人表示，我们相信ID七的市场推出将会再次增加工厂的利用率，这将在年底实现。
Simultaneously we learned that ID for exports from Germany to the United States, those are done because ID for production has started in Chattanooga, Tennessee. And we have a minister of economics who also sits on VW supervisory board saying it's a warning signal for the industry. The registration figures for electric cars remain high. But what we're concerned about is the current dip in demand. And not just at VW, but all manufacturers. And I'm guessing here, but maybe some of the uncertainty or weaker demand is from Germany dropping the EV purchase subsidies that have started their phase out program at the beginning of this year.
同时，我们了解到从德国出口到美国的身份证(ID)是因为在田纳西州的查塔努加开始了生产身份证(ID)。我们的经济部长也是大众汽车监事会的成员，他表示这是对整个行业的警示信号。电动汽车的注册数量仍然很高。但我们担心的是目前需求下降的问题。这不仅仅是大众汽车，而是所有制造商都面临的问题。我在这里猜测，可能是因为德国自今年年初开始逐步取消电动车购买补贴计划，引起了一些不确定性和需求疲软。
We heard about this last week, but the plans are moving forward forward with its latest round of layoffs to try to save money for the transition to EVs. Ford planning to lay off at least 1000 salaried employees and contract workers in North America.
我们上周听说了这个消息，但计划正在继续进行，最新一轮裁员旨在为转型到电动车节省资金。福特计划在北美裁员至少1000名薪酬员工和合同工。
The layoffs are concentrated in the engineering ranks. This round of layoffs includes employees from Ford's EV and software side of the business, but also will affect workers in the gas engine and commercial vehicle divisions. So all three of Ford's divisions model E blue and pro will all be impacted.
裁员主要集中在工程岗位。此次裁员将涉及福特汽车电动汽车和软件业务的员工，同时也将影响到燃油发动机和商用车部门的工人。因此，福特汽车的三个部门E蓝和PRO的车型都将受到影响。
This coming just weeks ahead of the scheduled start of negotiations with the United Auto Workers Union over a new four year labor contract that analysts are saying has a higher than usual risk of a strike.
离与联合汽车工人工会就一份新的为期四年的劳动合同展开谈判的计划开始仅仅几周，分析师们认为这次谈判面临比平常更高的罢工风险。
And what should come as a surprise to no one who's been paying attention, Lordstown files for bankruptcy and also is suing Foxconn pointing the finger. And I know I say it all the time, but looking at the last few news items, just a reminder that it's almost like building these electric vehicles is not as easy as all of the Wall Street analysts thought.
对那些一直关注的人来说，洛德斯敦申请破产并起诉富士康并不令人意外。我知道我经常说这句话，但看看最近几条新闻，只是提醒一下，制造这些电动汽车并没有华尔街分析师们想象的那么容易。
So now Lordstown is up for sale after failing to resolve the dispute over a promised investment from Taiwan's Foxconn and the chairman of a hedge fund is even saying the bankruptcy of Lordstown signals the days of successful EV startups are in the rear view mirror moving forward. It'll be Tesla and the traditional incumbents that will duke it out for market share.
现在，劳德斯敦未能解决与台湾富士康承诺的投资和一位对冲基金主席之间的纠纷，因此它正在出售。甚至有一位对冲基金主席表示，劳德斯敦的破产标志着成功的电动汽车初创公司的时代已经过去。未来将是特斯拉和传统巨头争夺市场份额。
And don't get what I'm about to say twisted. I'm not at all comparing Rivian and Lucid to Lordstown. But what I've said before, and I'll say again, is there really are no guarantees that companies like Rivian and Lucid are around 10 years from now. Remember how long it took Tesla to become profitable and how close even Tesla was to not making it personally. I think Rivian has a better chance than Lucid, but the truth is they're not out of the woods.
不要误解我接下来要说的话。我完全不是在把Rivian和Lucid与Lordstown相提并论。但我之前说过的，而且我现在再说一遍的是，像Rivian和Lucid这样的公司未来10年真的没有任何保证。还记得特斯拉花费多长时间才变得盈利，甚至连特斯拉本人也曾非常接近破产。我认为Rivian比Lucid有更大的机会，但事实是他们仍然面临很大的困境。
I'm not going to read you the comments here. So read them on your own if you want to. And I promise you, I'm not at all coming at this with any political leanings. I just think it's kind of funny how less than two years ago at an event where Trump was pumping up Lordstown Motors. He had these comments to say being really fired up that Lordstown had motors at each wheel.
我不打算给你读这些评论。所以如果你想读的话自己去读。而且我保证，我没有任何政治倾向。我只是觉得有点有趣，不到两年前，特朗普在一个吹捧Lordstown Motors的活动中说了这些评论，非常兴奋地表示Lordstown每个车轮都有电机。
If you ever hear the kids saying he's out of pocket, this would be a good example of that. And let's not forget GM's investing prowess when it comes to finding EV talent. GM invested in both Lordstown Motors and Nikola Motors. This video is older, but if you're in the camp thinking Tesla forgot about the middle brake light, I wouldn't be. Let's just wait for production. We'll see what we'll see.
如果你听到孩子们说他不正常，这就是一个很好的例子。而且在寻找电动汽车人才方面，别忘了通用汽车的投资能力。通用汽车同时投资了Lordstown Motors和Nikola Motors。这个视频是比较旧的，但如果你认为特斯拉忘记了中置刹车灯，我不会这样认为。让我们耐心等待生产，到时候再看看会发生什么。
And with all the nonsense around mainstream media that will undoubtedly get worse as the revenue continues to plummet, don't forget to check out Brown News linked below. Hope you guys have a wonderful day. Please like the video if you did and a huge thank you to all of my patreon supporters.
随着主流媒体的广告收入持续下滑，围绕其出现各种无聊的事情势必会变得更糟。在这种情况下，请别忘了查看下文所附的布朗新闻。希望你们有一个美好的一天。如果你喜欢这个视频，请点个赞，同时也要非常感谢我所有的守护者们。