A "Real" European NACS Domino Falls / Rivian Stock Surging / Polestar Q2 Deliveries ⚡️

Welcome to Electrified. It's your host Dylan Loomis. Quick shout out to my newest patrons, Leo S. and UW. Thank you for choosing to support Electrified.

欢迎来到《电动世界》。我是主持人迪伦·卢米斯。特别感谢我的最新赞助者莱奥·S和UW。感谢你选择支持《电动世界》。

Six years ago today, Tesla started production of the Model 3, which really was the make or break vehicle for Tesla. It was the first mass market vehicle that led to all kinds of production challenges Elon sleeping on the factory floor, but fast forward to now and we're getting one of our first refreshes with Project Highland and the Model 3 overall considered a huge success, the product that launched Tesla into the mainstream eye.

六年前的今天，特斯拉开始生产Model 3，这款车型真的是特斯拉的成败之车。它是第一款面向大众市场的车型，导致了各种生产挑战，埃隆·马斯克甚至睡在工厂地板上。但是现在回头看，我们正在迎来第一批经过刷新的车型，即项目高地和整体来说，Model 3被认为是巨大的成功，它是让特斯拉进入主流视野的产品。

Esther has shared some pictures from Tesla Club France of the second version for Supercharger location globally. This one of course in France. You can see what appears to be a megapat going in over here. And of course up here we would expect some solar panels and it's nice to see at least one drive through charger right here. We still don't have official specs for V4, but the cable went from 6 feet to about 10 feet now and we're expecting speeds of up to 350 kilowatts eventually. And I would guess that the North American rollout of V4 will happen once all of the NACS announcements and standardization actually takes place.

Esther分享了一些特斯拉法国俱乐部提供的全球超级充电桩第二版的照片。这张照片来自法国的一个充电站，可以看到一个巨大的充电器正在这里建设。当然，我们还可以期待顶部会有一些太阳能板，而且很高兴能在这里看到至少一个驶入式充电器。目前我们还没有关于V4的官方规格，但电缆长度已从6英尺增加到大约10英尺，我们预计最终速度将达到350千瓦。我猜想，北美地区的V4全面推广将在所有NACS的宣布和标准化实际完成后进行。

In case you're someone who did not consider Volvo the first European NACS domino to fall, today we get Mercedes Benz and maybe this will be your official first European domino to fall. Much like the other announcements Mercedes will initially offer an adapter for their CCS vehicles starting in 2024 to give their customers access to the NACS network. Then in 2025 they plan to have the NACS port natively.

如果你是一个没有考虑到沃尔沃是第一个倒下的欧洲NACS多米诺骨牌的人，那么现在我们要迎来奔驰，也许这将是你官方意义上的第一个欧洲倒下的多米诺骨牌。与其他声明类似，奔驰最初将在2024年为他们的CCS车辆提供一个适配器，以便让客户进入NACS网络。然后在2025年，他们计划直接配备NACS接口。

And what we've known to becoming Mercedes did say they'll establish their own high power charging network with about 400 locations including 2500 chargers in North America by the end of the decade together with its American partner Tesla. And by the end of this year they plan to open the first one of those in North America with both CCS1 and NACS plugs.

并且我们所了解到的是，梅赛德斯宣布他们将与他们的美国合作伙伴特斯拉一起，在本十年末在北美建立自己的高功率充电网络，大约有400个充电站点，包括2500个充电器。而且他们计划在今年年底之前在北美开放第一个充电站，配备CCS1和NACS 插头。

And globally by the end of the decade Mercedes is planning to have 2000 charging hubs which will have 10,000 charging points so about five per location which will be universally open to EVs from all brands. And Reuters added Mercedes initially will have access to that 12,000 supercharger number which is roughly 65% of Tesla supercharger locations in North America. Mercedes drivers will also see Tesla superchargers on the map along with their availability status and price in their cars.

到本十年结束时，梅赛德斯计划在全球设立2000个充电枢纽，共有10,000个充电点，每个地点大约有5个充电点，这些充电点将对所有品牌的电动汽车开放。路透社补充称，梅赛德斯最初将可以使用12000个超级充电器，这大约是特斯拉在北美超级充电站数量的65%。梅赛德斯驾驶员还可以在他们的汽车地图上看到特斯拉超级充电器的位置以及可用状态和价格。

Here we have an updated list of the companies in their status regarding the NACS decision. Honestly though, zooming out thinking about the long-term one of the best things of this whole situation not many people are talking about. Most of these companies that do end up adopting NACS are going to roll out their own charging locations. They may look like superchargers but instead of saying Tesla they'll say Mercedes, Volvo, Rivian etc. But if you want to talk about expediting the public charging network what a better way to do it than having multiple companies rolling out their own version of superchargers just with their own branding. And yes these deals will help Tesla roll out their supercharger network faster as well but Tesla still just won company so now we have that list growing seemingly every week.

这是关于NACS决定的公司状态的更新列表。不过，老实说，从长远来看，整个局面中一个很少有人谈论的最好的事情是放大思考。大多数最终采用NACS的公司将会推出自己的充电站。它们可能看起来像超级充电桩，但标志上不会写着特斯拉，而是写着梅赛德斯、沃尔沃、Rivian等等。但是，如果你想谈论加速公共充电网络，还有什么比让多家公司推出自己品牌的超级充电桩更好的方式呢？是的，这些交易也将帮助特斯拉更快地建设自己的超级充电网络，但特斯拉毕竟只是一个公司，现在我们的清单似乎每周都在增长。

If you're wondering why the Cybertruck is rocking in this video my guess is the driver was just turning the wheel back and forth to do some traction testing. I believe this testing is being done in New Zealand and specifically at the SHPG, the Southern Hemisphere Proving Grounds, an award-winning automotive proving ground located in the south island of New Zealand offering winter testing from June to September and they have 16 private land based test areas to ensure absolute confidentiality.

如果你对于这个视频中Cybertruck为什么摇晃感到好奇，我猜想是驾驶员在来回转动方向盘以进行一些牵引力测试。我相信这些测试是在新西兰进行的，具体地说是在SHPG（南半球试验基地）进行的。SHPG是一个位于新西兰南岛的屡获殊荣的汽车试验基地，提供从6月到9月的冬季测试，并拥有16个私人土地测试区，以确保绝对的保密性。

But Tesla fans are different. If you're wondering why Tesla is testing now so close to production don't forget Tesla can change a lot through the software only whether it's for traction or something else Tesla implementing that new four-wheel steering is going to have some unique challenges and this is a good way to work out those problems. Not to mention body seals or part tolerances in cold weather or perhaps things like a light bar that you may be looking at at the top of this vehicle. I would like to point out I was just guessing that this was a light bar it could just be a sensor of some sort I really don't know for sure.

特斯拉的粉丝不同寻常。 如果你想知道为什么特斯拉现在如此接近生产进行测试，不要忘记特斯拉可以通过软件来进行许多改变，无论是牵引力还是其他方面，特斯拉实施这种新的四轮转向将面临一些独特的挑战，这是解决这些问题的好办法。更不用说在寒冷天气中的车身密封或零件公差之类的问题，或者可能是顶部你可能看到的灯条之类的事情。我想指出我只是猜测这可能是一个灯条，它可能只是某种传感器，我真的不确定。

No surprise here but Tesla is still pushing the Biden administration to enforce the EPA adopting some more stringent emission rules. The estimate for that proposal in April would mean around 67% of new cars are electric by 2032 but today apparently Tesla said they want 69% of vehicles in 2032 to be EVs. I don't know if this is a typo or misreporting but if you look at the EPA news from April the number was indeed 67% by 2032. Tesla added it believes the EPA could require an end to gasoline powered cars by 2030 and there's sound legal basis for an even more stringent set of standards than EPA's current proposal.

毫不奇怪的是，特斯拉仍在向拜登政府施压，要求美国环保署（EPA）采纳更加严格的排放规定。根据四月份的提案估计，到2032年约有67%的新车将是电动车，但今天特斯拉表示他们希望到2032年将有69%的车辆为电动车。我不知道这是否是一个打字错误或者报道失实，但是如果你看四月份的EPA新闻，确实提到到2032年的比例是67%。特斯拉补充说，他们相信美国环保署可以要求在2030年之前停售汽油车，并且有合法依据来制定比现行EPA提案更加严格的标准。

Tesla also said the EPA's cost assumptions don't fully consider the rapid decline in battery cell impact costs. This from Tesla at a time when almost all other automakers are on the other side of the argument as part of this trade group that just said the EPA's original stance is neither reasonable nor achievable and they're trying to get them to soften the regulations. It's tough because on one hand I would love to see regulation to push EVs forward so we have more cleaner vehicles cleaner air because I do believe ice tailpipe emissions are a health hazard. At the same time I'm a big fan of free markets and letting the consumers decide and dictate where the market goes so I can see both sides.

特斯拉还表示，美国环保局的成本假设没有充分考虑到电池成本的快速下降。特斯拉这样说的时候，几乎所有其他汽车制造商却站在相反的一边，作为一个贸易组织的一部分，他们刚刚表示，美国环保局最初的立场既不合理也不可行，他们正试图让他们放宽监管。这很困难，因为一方面我希望看到监管推动电动汽车的发展，这样我们会有更多清洁车辆、更清洁的空气，因为我确实相信内燃机尾气排放对健康造成了危害。与此同时，我也是自由市场的忠实粉丝，我希望消费者来决定市场走向，所以我可以理解双方的观点。

There have been a few changes to Tesla's referral program lately so just an FYI those credits you earn do expire 12 months from the grant date but every time you earn new credits the expiration date is actually pushed back by another 12 months. Example let's say I have 50,000 credits and the last time I earned new credits was 11 months ago so in one month all 50,000 of those credits would expire but if I get a new referral in that last month then all 50,000 plus whatever new ones I got of those credits will be extended for another year. There is a cap to how much you can earn though after referring five people you as the referrer will not get anything but of course you can keep referring others and they'll keep getting rewards but for you it's capped at five people. Used purchases do not qualify for any credits and don't forget earning new credits is not only referring other people but it can also be purchasing qualifying products from Tesla.

特斯拉的推荐计划最近有些变动，所以提醒一下，你所获得的积分在授予之日起12个月后会过期，但每次你获得新的积分时，过期日期会被顺延12个月。例如，假设我有50,000积分，并且上次获得新积分是11个月前，在一个月后，这50,000积分将全部过期，但如果我在最后一个月内获得了新的推荐，那么这50,000积分再加上我获得的新积分将会延长一年。然而，你所能获得的积分是有上限的，推荐五个人后，你作为推荐人将不再获得任何奖励，当然你仍然可以继续推荐他人，他们将继续获得奖励，但对于你来说，上限是五个人。二手购买不符合积分条件，而且请不要忘记，获得新积分不仅仅是指推荐他人，还可以是购买特斯拉的符合条件的产品。

Speaking of those changes right now as the buyer looking at my loot box you can get $500 off a Model 3 or Y and three months of FSD on the Model S and X it's $1000 off and three months of FSD. Right now as the referrer for the Model 3 and Y you get 10,000 credits which is around $1000 and the Model S and X are 20,000 credits and here are some loyalty rewards for existing Tesla customers buying new products.

说到现在的这些改变，作为购买者，如果你购买我的战利品盒，你可以获得300美元折扣在Model 3或者Model Y上，以及3个月的全自动驾驶功能（FSD）；而在Model S和Model X上，你将会获得1000美元的折扣和3个月的全自动驾驶功能。作为推荐购买Model 3和Y的人，你将获得10,000积分，相当于1000美元，而Model S和Model X则会有20,000积分。对于现有的特斯拉客户购买新产品，这里还有一些忠诚度奖励。

I want to share two pictures from Joe Tett Myers Giga Texas flyover today. According to Joe production has resumed after that brief shutdown we talked about last week over the 4th of July holiday and as you can see on the east side the building is preparing for expansion and here we can see 22 megapacks are already installed after just a few a couple days ago and the total is said to be 68 at this site. Over the next few months we'll be watching how well these upgraded production lines at Giga Texas are paying off.

我想要分享今天乔·特特·迈尔斯(Giga Texas)飞越的两张图片。根据乔的说法，在我们上周在7月4日假期提及的短暂停产之后，生产已经恢复，并且正如你在东侧可以看到的，该建筑正准备进行扩建。在这里，我们可以看到在仅仅几天前已经安装了22个兆瓦电池组，据说在该工地总共将有68个电池组。在接下来的几个月里，我们将密切关注Giga Texas的这些升级生产线的成果如何。

Bank of America bumped up its Tesla stock price target from 225 to 300 you know I really don't put any stock in these price forecasts however they did say something worth noting suppliers which we've known to have shortages the past few years that trend is reversing. Further there's an easing of raw material and freight costs from their peaks that should lead to enhanced near term earnings. Story lines that people often overlook especially when it comes to margins because you never know for sure how it's going to play out but always something to keep in the back of your mind.

美国银行将特斯拉股票的目标价格从225美元提高至300美元，你知道我真的不相信这些价格预测，但他们提到了一些值得注意的事情，供应商（我们知道在过去几年中一直存在短缺问题）这个趋势正在逆转。此外，原材料和运费成本从峰值开始放缓，这应该会带来短期内增强的盈利。这是人们常常忽视的故事情节，特别是涉及利润率时，因为你永远不知道结果会如何，但这总是值得记在脑后的。

You better believe I have to pass along this chart of United States EV sales in the first half of this year looking at 2023 over on the left just want to point out if you add up two through five that totals about 127,000 EVs sold across those four companies which is about 38% of the EVs Tesla sold in the US in the first half of this year.

你最好相信，我一定要传达一下今年上半年美国电动车销量的这张图，左边看的是2023年的数据。只想指出的是，如果你把第二到第五名的数据加在一起，那么这四家公司共售出了约12.7万辆电动车，大约相当于特斯拉在今年上半年在美国售出总数的38%。

But in that documentary one of the experts that we interviewed said that he was in China talking to auto suppliers the people who supply parts to Tesla in China and he said one of those companies told him a Chinese competitor of Tesla came to them and said give us the same parts that you give to Tesla exactly the same we'll fit them into our cars so if that's the environment that you're operating in in Tesla they're telling you you can't do your own pricing strategy your competitors are buying your parts from your own suppliers how can you possibly make any headway there.

但在那部纪录片中，我们采访的专家之一说他在中国与供应特斯拉零件的汽车供应商对话，其中一家公司告诉他，特斯拉的中国竞争对手曾向他们表示：“给我们与特斯拉完全一样的零件，我们将把它们安装到我们的汽车上。”所以，如果特斯拉在这样的环境中运营，他们告诉你无法制定自己的定价策略，你的竞争对手从你的供应商那购买零件，你怎么能够取得任何进展呢。

There is a lot of value to Tesla worldwide competing in China not only because of economies of scale but when you're facing the most competitive competitors in China which they are right now they can take those learnings and use them in other markets but the bottom line is they the Chinese government with this agreement basically just made it a lot harder for their business.

特斯拉在全球竞争中国市场具有很大价值，不仅因为规模经济的存在，而且当他们面对中国最具竞争力的竞争对手时，他们可以借鉴这些经验并运用到其他市场。但最关键的是，中国政府通过这份协议基本上增加了他们的业务难度。

A few things one I know that agreement said it was non-binding but let's be serious is there a world where Tesla backs out of that agreement without facing consequences from the Chinese government it seems unlikely so although technically it may be non-binding for all intents and purposes it's most likely binding.

有几点我要说，首先我知道协议上写着不具约束力，但是让我们认真点，特斯拉会不守约而不受到中国政府的制裁吗？这似乎是不太可能的，所以尽管从技术上来说它可能没有约束力，但从实际效果来看，它很可能是有约束力的。

Two there's no public information meaning even Mark Field doesn't have access to what was actually signed in this agreement is there really a price floor is it just you can't lower certain prices by a certain percent over x number of days point being there are endless things that are in this agreement we just are not privy to so absolutely this could be viewed as a slight disadvantage to Tesla not having that ultimate pricing flexibility with the most margin to play with but as you're seeing on the screen just a reminder there are plenty of other ways for Tesla to increase demand different levers that it can pull i.e. would a cash rebate skirt those policies of abnormal pricing we just don't know Tesla is still in a very strong position in China and remember if Tesla is somewhat price limited all of these other companies will be as well so relatively speaking there may not be that much of a change we'll just watch the numbers over the next few months

在这个协议中，有许多信息是对外公开的，甚至马克·菲尔德也无法获得实际签署的内容。是否真的有价格底线，或者只是不能在一定天数内将某些价格降低某个百分比。总之，这个协议中有无数条款我们不知道，所以从某种程度上来说，对特斯拉来说可能被视为一个轻微的劣势，因为他们不能拥有终极的定价灵活性，也就无法充分发挥利润空间。但正如屏幕上显示的那样，请记住特斯拉还有很多其他方式来增加需求，可以调整的杠杆。例如，现金回扣是否可以回避这些异常定价的政策，我们不知道。特斯拉在中国仍处于非常强势的地位，而且请记住，如果特斯拉在价格方面受限，其他公司也将同样受限。相对而言，可能并没有太大的变化，我们只需要在接下来的几个月内观察数据即可。

the seven-seat Model Y is now $2,500 down from 3000 previously here you have it the Ferrari boss saying going EV only would be arrogant adding Ferrari plans to make ice cars into the 2030s the CEO said i don't want to be arrogant and impose a choice on our client it's the client who must choose if they want an ice hybrid or an EV similar to what i said earlier in a free market scenario i would love to see the market play out and consumers getting to choose what they want because knowing especially for Ferrari customers some of those people love engines and they're not going to want to lose that but now that we're learning more about the health implications what is the right answer that said Ferrari still planning its first EV in 2025

七座Model Y的价格从之前的3000美元降至2500美元，这是法拉利老板说的，只生产电动汽车会显得傲慢，法拉利计划将内燃机车辆生产延续到2030年。CEO表示，我不想傲慢地给客户强加选择，是客户自己来决定是否要购买内燃混合动力车还是电动车，就像我之前说的，在自由市场的情况下，我希望市场能发挥作用，消费者可以选择他们想要的。因为尤其对于法拉利的顾客来说，有些人喜欢引擎，他们不想失去这一点。但是现在我们对健康影响有了更多了解，什么才是正确的答案？尽管如此，法拉利仍计划在2025年推出第一款电动汽车。

a reddit user posted two pictures of what appears to be a model three project island and two notes it is not chrome deleted and on the front this is just a baggy cover not perfectly laying down and this time they have the back window covered as well here's one more angle and i will say i'm not positive this is a highland vehicle looking at the front this looks a bit like the older model three but passing along either way make of it what you will they said these photos were taken outside of the deer creek campus in Palo Alto

一位 Reddit 用户发布了两张照片，显示了一个可能是Model 3项目车辆的岛屿。两张照片上没有镀铬删除的标记，并且前部的盖子没有很好地贴合。这次，他们还将背窗也盖住了。这是另一个角度的照片。我不能确定这是一辆高地车辆，因为从前面看，它有点像旧款Model 3。无论如何，你可以根据自己的意愿来理解这些照片。他们说这些照片是在帕洛阿尔托的鹿溪校园外拍摄的。

in q2 pole star deliveries were up 36 percent this year compared to last and they said they're still on track to deliver between 60 and 70 000 vehicles for the year now that was down from their original projections of around 80 000 but same from what we've known in q2 pole star delivered 15.8 000 vehicles and in the first half of the year that number was 27.9 000 Thomas Ingloth the ceo said the first deliveries of the upgraded pole star two with 22 percent longer range are coming soon and more than 20 permanent pole star spaces are planned to open in the coming months as they shift away from temporary locations to larger facilities and pole star three the suv display cars will be arriving in spaces in the coming weeks

在第二季度，极星交付的车辆比去年增长了36％，他们表示今年仍将按计划交付60至70,000辆车。这个数字比最初的预期少了约80,000辆车，但与我们在第二季度所知道的情况相同。在第二季度，极星交付了15.8万辆车，在上半年，这个数字是27.9万辆。首席执行官托马斯·英格洛斯表示，升级后的极星二号车型的首批交付车辆即将到来，续航里程比以前增加了22％。未来几个月还计划开设20多个永久性的极星销售点，以逐渐从临时场所转向更大的设施。还有，极星三号SUV展车将在未来几周内到达销售点。

taking a look at rivian stock today up over 14 percent making the last week or so huge being up over 80 percent and look at the volume today alone it did over 230 million shares and if you scroll down you'll see the average volume the past 10 days has only been 72 million rivian now sits at around a 23 billion dollar market cap and if you're wondering why the run up well plenty of reasons it's been depressed for a while people wanted to see those better delivery numbers which they beat expectations amazon announcing the edv in the european market and rj saying the demand is good and the supply chain is looking better so a lot of good news right now for rivian but as you can see it's not just rivian that was in the green over 5 percent today other names pole star lucid and hyalian some analysts are out there saying there's been a minor rotation from ai stocks into some of these depressed ev stocks

今天来看一下Rivian的股票，上涨超过14%，使得上周或者说过去一段时间来Rivian股票的涨幅超过80%。而且，仅仅今天的交易量就超过了2.3亿股，而如果你往下滑，你会看到过去10天的平均交易量仅仅是7200万股。Rivian现在的市值大约是230亿美元，如果你在想为什么会上涨，有很多原因。它一直处于沉寂状态，人们希望看到更好的交付数据，而他们超过了预期。亚马逊宣布进入欧洲市场以及RJ表示需求很好，供应链也在改善，所以目前有很多好消息对于Rivian来说。但正如你所看到的，今天不仅仅Rivian上涨了超过5%，其他一些品牌例如Polestar、Lucid和Hyalian也上涨了。一些分析师声称，从AI股票向这些沉寂的电动车股票进行了轻微的资金转移。

and tesla announced the earth day photo contest winners so if it's any of you congratulations you can find me on twitter at dylan lumis 22 hope you guys have a wonderful and a safe weekend please like the video if you did and a huge thank you to all of my patreon supporters.

特斯拉宣布了地球日摄影比赛的获奖者，如果是你们中的任何一位，恭喜你们！你们可以在推特上找到我，我的用户名是dylan lumis 22。希望你们度过愉快而安全的周末，请如果喜欢这个视频的话给它点赞。再次感谢所有支持我的patreon的人们。