Tesla Changes HW5 Plans / Increasing Migration to Tesla / New GM EV Promises ⚡️
发布时间 2023-07-18 22:56:59 来源
Welcome to Electrified, it's your host Dylan Lumis. So first up today on this new video from Tesla about testing the Cybertruck seats, just want to point out two things, it does appear that this part of the seat is perforated, which would indicate hopefully ventilated seats. And two, if you take a freeze frame, here is the driver side seat controls, and this would be the passenger side, and at least from this angle, it does appear like there's no lumbar support adjustment for the passenger.
欢迎来到《充电汽车》，我是主持人迪伦·卢米斯。今天在特斯拉的新车剪辑中，首先我想指出两件事情：第一，座位的这个部分是有孔的，这可能显示出这些座椅是通风的；第二，如果你暂停观看，这是驾驶员座椅的控制器，这是副驾驶座椅的控制器。至少从这个角度看，副驾驶座椅似乎没有腰部支撑调节功能。
Walter Isaacson also shared an excerpt from his book talking about how Elon and the team decided on the Cybertruck design back in 2017, Elon said we're going to do this whole thing in stainless steel. The use of stainless opened up new possibilities for the look of the truck, instead of using stamping machines that would sculpt carbon fiber into body panels with subtle curves and shapes, stainless would favor straight planes and sharp angles. That allowed, and in some ways forced, the design team to explore ideas that were more futuristic, edgier, even jarring. But the better quote, Elon was looking at a truck from Ford and he said these things are boring, Elon doesn't like to be bored, he puts up things for movies, sci-fi, video games and everybody is pushing back on him at this meeting, he finally says stop it, we're going to do it, we're going to make it edgy.
瓦尔特·艾萨克森（Walter Isaacson）还分享了他的书中的一段摘录，谈到了埃隆和他的团队如何在2017年决定Cybertruck的设计。埃隆说我们将使用不锈钢来制造整个车辆。使用不锈钢为卡车的外观打开了新的可能性，而不是使用能将碳纤维雕刻成细微曲线和形状的冲压机，不锈钢会更倾向于直线和锋利的角度。这使得设计团队能够探索更具未来感、更前卫甚至令人震撼的设计理念，有时候也是强制性的。但更有趣的是，埃隆看着一辆来自福特的卡车，说这些车太无聊了，埃隆不喜欢无聊，他为电影、科幻、电子游戏搭建东西，所有人都在会议上对他提出异议，最后他说够了，我们将做出前卫的设计。
These are some unofficial numbers from credit card companies taking reservations, but last week we talked about the Model Y rear wheel drive launching in Korea on Thursday, fast forward to yesterday on Monday and they apparently already have over 13,000 orders. And the credit card industry in Korea is calling this the Tesla craze. There are some unofficial reports that might have that order number higher at around 15,000, either way the deposit fee is a little bit higher in Korea at $2,400 each and for context, all of 2022 Tesla sold 14,500 cars in Korea. This variant of the Model Y does qualify for some subsidies and as we mentioned last week, at the same time Model 3 orders are no longer available in Korea. Given that we're supposed to be only about a month or two away from Project Highland Model 3 production out of China, that would make some sense.
以下是一些信用卡公司接受预订时的非官方数据，但上周我们提到Model Y后驱版将在韩国周四上市，快进到昨天的周一，他们似乎已经收到了超过13,000个订单。而韩国的信用卡行业将此称为特斯拉热潮。有一些非官方的报道称订单数量可能高达15,000个，无论如何，在韩国，每笔押金费用要高一些，为每辆车2,400美元。为了提供背景信息，特斯拉在整个2022年在韩国售出了14,500辆车。这款Model Y的型号符合一些补贴政策，正如我们上周提到的，同时在韩国无法再下订单购买Model 3。考虑到我们距离中国项目高地Model 3的生产只有一个月或两个月的时间，这是有道理的。
On a similar note, just last Friday, the Model Y went on sale in Malaysia, fast forward a few days and it sounds like they already have more than 10,000 orders in four days. Actual deliveries to Malaysia are not expected until quarter one of 2024, but certainly off to a good start.
在类似的情况下，就在上周五，Model Y在马来西亚开始销售。快进几天，听起来他们在四天内就已经收到了超过1万个订单。实际交付到马来西亚预计要等到2024年第一季度，但可以肯定地说，开始时表现不错。
In the latest V4 supercharger rollout update, we got the fourth V4 station, this one in Grotz, Austria, and apparently the first one with the screen and a possible credit card reader. There are two V4 stations in France and the fourth one right now is in the Netherlands. And here you can see the converters, power converters and here if you follow me, they already built some version for superchargers with the typical CCS connector and also what you can see is a display where people were thinking this can be a payment terminal or a display for charging information. Unfortunately this is one of the better photos we have and honestly you really can't tell at all what is behind the screen and what type of functionality this area might have. One more, mostly reflection but you can tell something is going on over here, hopefully we get some better pictures soon. This is pure speculation on my part but maybe that screen area is something like a barcode or a QR code reader rather than actually something taking credit card payments but right now anything is still possible.
在最新的V4超级充电器推出更新中，我们得到了第四个V4站点，这个位于奥地利的Grotz，显然是第一个配备屏幕和可能的信用卡读卡器的站点。法国有两个V4站点，目前第四个位于荷兰。在这里你可以看到转换器、电源转换器，还有如果你跟着我，他们已经建造了带有典型CCS连接器的超级充电器的一些版本，并且你可以看到一个显示屏，人们认为这可能是一个支付终端或者充电信息展示。不幸的是，这是我们拥有的照片中最好的一张，老实说你无法确定屏幕后面是什么，这个区域可能具有什么功能。还有一张照片，主要是反射，但你可以看到这里发生了一些事情，希望我们能尽快得到一些更好的照片。这只是我个人的纯猜测，但也许屏幕区域类似于条形码或者二维码阅读器，而不是真正用于接受信用卡付款，但现在仍然有各种可能性。
Zero Hedge shared an article talking about US industrial production post first annual decline in 28 months to which Elon said well at least SpaceX Starlink and Tesla have significantly increased US production over that time frame. We don't need to dive into the detail and I feel like I say this fairly frequently but many Americans out there that don't actually support and root for these companies Tesla SpaceX Starlink it really just makes no sense to me because they really are so critical to our future when it comes to having a sustainable economy, innovation and everything along those lines. I do think one day more Americans will wake up to supporting the Tesla mission but it could be 10 years into the future.
Zero Hedge分享了一篇关于美国工业生产在28个月后首次出现年度下降的文章，对此埃隆说至少SpaceX Starlink和特斯拉在这一时间范围内大幅增加了美国的产量。我们不需要深入细节，并且我觉得我经常说这个，但很多美国人并不真正支持和为这些公司特斯拉、SpaceX和Starlink加油打气，这对我来说真的没有道理，因为这些公司对于我们未来可持续经济、创新和各种方面都非常关键。我认为终有一天会有更多的美国人觉醒，支持特斯拉的使命，但可能需要再过10年。
Speaking of that here are a few quick excerpts from a JB Strouble conversation just yesterday. To address the climate emergency we need things at speed and scale and few companies and honestly few individuals have achieved speed and scale like you and Tesla so what lessons do you learn from that? Well it was definitely difficult you know that was more difficult to do both those things than we would have assumed in the beginning and particularly for the man you were doing it for. Well I mean he was instrumental in helping make it happen too but we had several unforced errors you know we I'm sure he'd be the first to admit you know we made a lot of mistakes along the way. It was only because we started so early that we had the luxury of making some of those mistakes and not getting killed. It's a lot harder thing when you start a company and you're up against a really strong set of industry incumbents you kind of have to execute perfectly no missteps. But the scale is coming back to the scale that's critical. To make an impact on sustainability on global climate you need scale. Ideas and you know start up ideas are relatively more common but you know we need things that can scale and do it enormously quickly to actually make a dent on the whole problem.
说起来，这里有几段来自JB Strouble最近的谈话的摘录。要应对气候紧急情况，我们需要以速度和规模开展行动，而很少有公司，实事求是地说，很少有个人能够像你和特斯拉一样以速度和规模取得成就，那么你从中学到了什么教训呢？嗯，这确实是困难的，你知道，事情比我们一开始预想的要困难得多，尤其是对于做这件事的那个人来说。嗯，我的意思是，他在帮助实现这一切过程中起了重要作用，但我们也犯了一些非强制性错误，你知道，我相信他会第一个承认我们走了很多弯路。只是因为我们开始的太早，才有幸犯了其中一些错误而没有被淘汰。当你创办一家公司并面对强大的行业现有巨头时，情况就变得更加困难，你必须完美执行，没有一步错。但规模是关键。要对可持续发展和全球气候产生影响，你需要规模。创意和初创公司的想法相对更常见，但我们需要能够快速扩大规模并对整个问题产生实际影响的事物。
Well I mean I love Tesla I always have you know I feel like it has some sort of place in my heart and it will for us my life. You know I love the team there I love the mission the products you know it's just it's awesome. It doesn't mean it's an easy place to work you know it's challenging it kind of needs to be to be successful I think.
嗯，我的意思是我喜欢特斯拉，我一直都喜欢。我觉得它深深地融入了我的心灵，并且将在我的一生中都占据一席之地。你知道，我喜欢特斯拉团队，我喜欢他们的使命和产品，真的很棒。但这并不意味着这里是一个轻松的工作环境，你知道，挑战重重，我认为这是成功所必需的。
How concerned are you that this country or even your own company will over invest heavily in a supply chain based on current lithium ion technology only they have newer cheaper battery chemistries enter the market. I mean that one I'm really not worried about that one. You know that it's a question of concern that comes up frequently. You know it's come up throughout the entire arc of the development at Tesla and you know I think you know the timeline is so long on some products you know like a new EV you know to conceive of it to build a model year to ramp it lifetime of that product. You know the tech even if a battery technology sort of matured and changed if solid state you know promises everything it can do it'll be wonderful but it's relevant a product generation or two in the future. So I don't see really any risk right now that we're under we're over investing I should say and in scale on some of these products from every angle I look at it we're dramatically under investing and you know under investing in the supply chain under investing and refining infrastructure products. So that's what keeps me up at night it's not an over investment concern.
你对这个国家甚至你自己的公司过度依赖当前锂离子技术的供应链，并可能在市场出现更新更便宜的电池化学品时过分投资有多担忧？我指的是那个我真的不担心。你知道这是一个经常提出的关切问题。你知道这个问题贯穿了特斯拉的整个发展过程，而且我认为你知道时间线对于一些产品来说是如此之长，比如一辆新的电动汽车，从构思到建立一个型号年份再到推广和产品寿命。你知道，即使电池技术发展到了固态电池，即使它能够实现承诺的一切，那也是在未来产生的一两代产品中才会有影响。所以我现在真的看不出我们在这些产品上有任何过度投资的风险，我应该说我们在规模上的投资是足够的。从我所看到的各个角度来看，我们在供应链、改善基础设施产品上的投资都远远不够。所以这就是让我夜不能寐的问题，不是过度投资的担忧。
As you said I mean I'm an optimist on the capabilities of what you know technology can do I can see you know a pathway it's kind of frustrating to both see a pathway that they can solve things with known technology we don't have to invent you know new physics or chemistries. Just use what we have today we can do it today but at the same time we are not going fast enough we're absolutely not going fast enough and you know I don't think we may be collectively realize you know how bad it probably will get there's so much inertia in this system that we're fomettling with you know it's part of what lights the urgency you know for me you know is seeing and feeling the fact that this problem is so big it touches every part of our economy you know really it's not a dramatization to say that.
正如你所说的，我是一个对技术能力持乐观态度的人。我能看到一条解决问题的道路，通过已知技术解决问题的可能性让人感到沮丧，因为我们不需要发明新的物理学或化学知识，只需要利用我们今天已经拥有的技术，我们今天就可以做到。但同时，我们进展得不够快，绝对不够快。我不认为我们可能共同意识到问题可能变得有多严重，系统内存在着太多的惯性，这也是我感到紧迫的原因，看到和感受到这个问题的巨大规模，它触及到我们经济的每个方面，这并不是夸大其词。
It was mostly a high level conversation but it was still pretty good if you want to see the whole thing it'll be down below. Ray Furtesla shared this chart went ahead and translated it not everything will make sense but the point is the Model Y was the best selling SUV in China for the month of June 51.4 thousand units almost doubling up number two the BYD song at just over 27,000.
这次主要是高层会谈，但如果你想看全部内容的话，下面会有具体信息。Ray Furtesla分享了这张图表，并翻译了部分内容，虽然不是每个细节都能理解，但重点是Model Y在2021年6月份是中国畅销SUV，售出了51.4万辆，几乎是第二名BYD宋（仅约2.7万辆）的两倍。
Here this year there will be a fully operational battery energy storage project using Tesla Megapacks in Rockhampton in Australia specifically in Bouldercomb. This in Queensland being built and run in tandem by Gen X Powerlink and of course Tesla. It's a 100 megawatt hour project or about 40 Tesla Megapack units. Tesla will operate to plant to maximize revenues in the energy arbitrage and frequency control and silary services markets while providing a guaranteed minimum level of revenues. The batteries used Tesla's auto bidder software and will be operated by Tesla for eight years under an agreement that guarantees Gen X's revenue.
在今年，澳大利亚的洛克汉普顿将会有一个完全运作的电池储能项目，使用特斯拉的Megapack系统，具体位于博尔德康姆地区。这个项目是由Gen X Powerlink和特斯拉共同建设和运营的，地点在昆士兰州。该项目具备1亿千瓦时的储能能力，相当于大约40个特斯拉Megapack单位。特斯拉将运营这个项目，以最大化在能源套利、频率控制和服务市场上的收益，同时提供一定的最低收入保障。电池将使用特斯拉的自动招标软件进行操作，并在为期八年的协议期内由特斯拉负责运营，以保证Gen X的收入。
So that's cool but what's even cooler is the project roughly eight times that size and one in the United States in Massachusetts.
这太棒了，但更酷的是一个大约是这个规模八倍的项目，位于美国马萨诸塞州。
The Energy Citing Facilities Board approved two energy storage facilities with a combined capacity of 800 megawatt hours which will fulfill 80% of the state's one gigawatt hour energy storage deployment target for 2025.
能源设施评估委员会已批准两个能源储存设施，其总容量为800兆瓦小时，这将满足该州2025年一吉瓦小时能源储存部署目标的80%。
The first location will be in Medway Massachusetts and will include 140 Tesla Megapacks on the site.
第一个位置将位于马萨诸塞州的梅德韦，将在该地点安装140台特斯拉的超级电池储能系统（Megapack）。
The second site will be in Carver Massachusetts and will actually serve the whole of the New England region using Tesla Megapacks.
第二个站点将位于马萨诸塞州的卡弗市，使用特斯拉的Megapacks为整个新英格兰地区提供服务。
Wanted to highlight this has been under development for the last six years dating back to 2017. I was not able to find an official expected online date but given that this means imminent construction I would guess sometime toward the end of 2024.
想强调的是，这个项目的开发始于2017年，历时六年。虽然我没有找到官方发布的在线日期，但鉴于这意味着即将开始建设，我猜测可能会在2024年年底左右。
We get some more analysis on automotive brand loyalty this time around from Ward's Auto, the main takeaway.
这次来自沃德汽车公司的最新分析报告，进一步探讨了汽车品牌忠诚度。最主要的结论是...
Tesla was the runaway winner in retaining owner loyalty.
特斯拉是在保持车主忠诚度方面的绝对赢家。
S&P Global Mobility is saying that the inventory is recovering from the shortages but the loyalty not so much. From the report, traditionally Toyota is neck and neck with Ford and Chevy when it comes to loyalty but in the first four months of 2023 Toyota is a disappointment.
S&P全球移动说库存正在从短缺中恢复，但忠诚度则不尽如人意。从报告中可以看出，一贯以来，丰田的忠诚度与福特和雪佛兰持平，但在2023年的头四个月里，丰田令人失望。
We'll have to see if this is a aberration.
我们必须观察一段时间，看看这是否只是个例。
Every brand but Tesla is losing more households than it's keeping.
除了特斯拉之外，每个品牌都在失去更多的家庭，而不是保持住。
So what is the Tesla effect?
那么，什么是特斯拉效应？
特斯拉效应指的是对特斯拉公司及其创始人埃隆·马斯克所追求的清洁能源、电动汽车和可持续交通方式的影响。它代表着对传统汽车工业的颠覆和创新，以及对环境可持续发展的关注。特斯拉公司的成功和影响力引发了全球范围内对电动汽车的兴趣和投资，同时也推动了其他汽车制造商转向电动化的努力。特斯拉效应还体现在对可再生能源的重视，以及对全球市场推动电动汽车基础设施建设和促进可再生能源市场发展的正面影响。
Well fewer than half of households bought the same brand when they returned to the market. Now we're talking about in the luxury brand segment. Many Tesla bucked that trend with 68% of its owners buying another Tesla.
在重新回到市场时，不到一半的家庭购买了同一品牌。现在我们在谈论的是豪华品牌细分市场。特斯拉品牌违背这一趋势，有68%的车主选择再次购买特斯拉。
BMW Mercedes and Lexus have been impacted substantially by migration to Tesla.
宝马、奔驰和雷克萨斯在向特斯拉迁移的过程中受到了重大冲击。
And they say if you have a narrow product portfolio it's difficult to have the same range of brand loyalty which on the surface makes sense but let's not forget Tesla has been operating with four models now.
他们说如果你产品系列狭窄，很难拥有同样范围的品牌忠诚度，表面上看这是有道理的，但我们不要忘记特斯拉现在已经有四个车型在运营了。
Relatively speaking that's pretty narrow.
就相对而言，那算是相当狭窄了。
So far in 2023 7.5% of BMW households migrated to Tesla compared to 6.8% for all of 2022.
截至2023年，相较于2022年全年的6.8%增长率，截至目前有7.5%的宝马家庭用户迁移到特斯拉。
8.9% have left Mercedes to go to Tesla this year and for Lexus 7.2%.
今年有8.9%的人选择离开梅赛德斯去特斯拉工作，而7.2%的人选择离开梅赛德斯去雷克萨斯。
All three seeing more migration to Tesla than they did last year.
所有三家公司都看到了比去年更多的人流转到了特斯拉。
Every mainstream brand except Fiat in the first part of this year has seen accelerated migration to Tesla.
今年年初，在主流品牌中，除了Fiat之外，所有的品牌都加速向特斯拉迁移。
In Honda this year is up to 6.4% migration to Tesla.
今年，有多达6.4%的本田汽车用户选择迁移到特斯拉汽车上。
They say the only chance some of these companies have to change these trends.
他们说，一些公司改变这些趋势的唯一机会。
Having a buyer financed through a manufacturer's captive finance company.
由制造商的专有金融公司为买方提供融资。意思是买方通过制造商的内部金融公司来获得资金支持。
Something we've been talking about the past few weeks Tesla may be quietly doing more of.
最近几周我们一直在谈论的事情是，特斯拉可能正在悄悄地做更多的工作。
这句话的意思是在过去几周中，有关特斯拉（Tesla）的某些事情或行动可能正在秘密地增加。
Not too bad for a busted growth story.
对于一个被破坏了的成长故事来说，还算不错。
Today before the official expansion plans are made available to the public tomorrow.
在明天正式向公众公布扩张计划之前的今天。
Tesla is getting ahead of things by holding a public question and answer session.
特斯拉正在提前进行一个公开的问答环节，以便紧跟时事发展。
We've talked about the next phase bumping up production capacity to a million units per year and now they're mentioning that 50 gigawatt hours of battery production capacity as well.
我们曾经讨论过下一阶段将生产能力提高到每年一百万台，并且现在他们还提到了五十千瓦时的电池生产能力。
Tesla workers answered queries from locals on things like water use, biodiversity protection and the environmental impact.
特斯拉的工作人员回答了当地居民关于用水情况、生物多样性保护和环境影响等方面的问题。
Given that the public has until mid September to make their objections we may not hear more about this again until closer to October.
鉴于公众有直到九月中旬的时间来提出反对意见，所以我们可能直到接近十月才会再次听到有关此事的更多消息。
From the Korea economic daily we have Samsung set to make Tesla's 5th generation hardware 5 computer chip.
据韩国经济日报报道，三星将为特斯拉生产第五代硬件5电脑芯片。
I really like this one because if there was ever a perfect microcosm for the essence of Tesla this would be a pretty good one.
我真的很喜欢这个，因为如果有一个对特斯拉精髓的完美缩影，这个应该算是一个相当好的例子。
We're still rolling out hardware 4 it has not made its way into Tesla's best selling car yet completely and they're already talking about hardware 5 and working on the supply chain for that.
我们仍然在推出硬件4，它尚未完全应用于特斯拉最畅销的车型上，但他们已经开始讨论硬件5并为此打造供应链。
To be clear Tesla designs its own FSD computers but has other companies like TSMC and Samsung actually manufacture them.
请注意，特斯拉公司设计了自己的全自动驾驶 (FSD) 计算机，但实际生产是由台积电和三星等其他公司负责制造的。
For now the chips will be made on Samsung's 4 nanometer process and will go into the hardware 5 plans to mass produce 3 to 4 years from now.
目前这些芯片将采用三星的4纳米工艺制造，并计划在3到4年后进行硬件5的大规模生产。
But it sounds like Tesla's looking to split up the supply chain to have more suppliers.
听起来像是特斯拉打算分拆供应链以增加更多供应商。
Tesla plans to work with both TSMC and Samsung or could switch from TSMC which was the report for hardware 5 last year to Samsung altogether basically because Samsung has reportedly made some advancements with their smaller nanometer processes.
特斯拉计划与台积电和三星合作，或者可能转而与三星合作，主要原因是据报道，三星在其更小纳米工艺方面取得了一些进展。
Not only that but it doesn't hurt when you have the Samsung chairman offering Elon terms including favorable contract prices that he could not refuse.
不仅如此，更重要的是，当三星公司的董事长向埃隆提供了优惠合同价格，以至于他无法拒绝时，这让情况更加有利。
Tesla's relentless innovation paired with its supply chain relationships and ultimately prowess is still slept on.
特斯拉持续不断的创新，加上其供应链关系和终极实力，仍然被人忽视。
From drive Tesla Canada Tesla has proposed a 60,000 square foot sales service and delivery center in Port Coquitlam, BC but it's not your average.
特斯拉加拿大公司正在波特科奎特兰提议建立一个面积为60,000平方英尺的销售、服务和交付中心，但它与一般中心有所不同。
The proposal is being presented at a council meeting today on Tuesday but if this goes through this would become a terminal destination for vehicles shipped to Canada via US and Shanghai with 75% or more of the cars that arrive in Canada going through this location.
这项提议将于今天星期二在市议会会议上呈交，但如果通过的话，该地将成为通过美国和上海运往加拿大的车辆的终点目的地，而75%或更多抵达加拿大的汽车将通过该地区进行流通。
Which is why it's designed to have over 650 parking spaces and serve as a part storage and distribution center. Once up and running it should be able to deliver around 40 new cars every day and service around 50 cars each day. Speaking of parts distribution Tesla is continuing down that path of keeping more inventory on hand and parts whether it's for service or actual production moving slightly away from the just in time manufacturing method.
这就是为什么它被设计成拥有超过650个停车位，并作为零件储存和配送中心。一旦开始运营，它应该能够每天交付大约40辆新车，并每天为大约50辆车提供维修服务。谈到零件配送，特斯拉正继续沿着增加库存和零件的路径前行，无论是为了维修还是实际生产，略微偏离了“即时制造”方法。
Tesla has selected a 927,000 square foot building right across from the New Berg Mall for a regional car parts distribution center. This is a big win for the UK at an important time but we have Tata Motors, the owner of Jaguar Land Rover planning to set up a battery facility in the UK. But it was worth passing along because some in the industry are calling this the most important investment in UK automotive since Nissan came to Britain in the 1980s.
特斯拉已选定一座佔地 92.7 万平方英尺的建筑作为其区域汽车零部件分销中心，该建筑位于新堡购物中心对面。这对于英国来说是一个重要的胜利，正值一个重要时期，但我们也有塔塔汽车（捷豹路虎的所有者）计划在英国设立一个电池工厂。尽管如此，这依然值得关注，因为某些业内人士认为这是自1980年代尼桑来到英国以来英国汽车业最重要的投资项目。
This new factory in Somerset will supply batteries for a new range of electric Jaguar and Land Rover models. There are significant levels of subsidies for this deal but they have not been disclosed.
这家位于萨默塞特的新工厂将为一系列新款电动捷豹和路虎车型提供电池。对于这个交易，有相当大的补贴额度，但具体数额尚未公开披露。
What did we say at the beginning of this year? It's a huge one for GM. All of their bets are on this all team platform and 2023 was the year these deliveries are supposed to ramp. Now they're pushing some of those aspirations back to the second half of this year. GM's president of North America said this week GM is coming up to speed on battery capacity and building momentum and I anticipate a lot more EVs being built in the second half of this year than the first half.
今年年初我们说了什么？对于通用汽车来说，这是一个非常重要的一年。他们的所有赌注都放在了这个全团队平台上，2023年本该是他们扩大交付量的一年。然而现在他们将一些这些期望推迟到下半年。通用汽车北美总裁本周表示，通用汽车正在加速提升电池产能和建立动力，我预计下半年建造的电动汽车将会比上半年更多。
When focusing on passenger Altium cars we really only have the Hummer EV and the Lyric. Those combined in the first half of this year are below 3000 sales so I would hope the second half is a little better. A source at factory zero said about the Hummer EV. Some of them have shipped but some need updates on the software. It's moving very slow. We've had supply issues. Anything in the supply chain could be the drive units. Anything. You get one part and suddenly it's different than the one that's needed.
当专注于乘客Altium汽车时，我们实际上只有Hummer EV和Lyric。今年上半年的销量加起来不到3000辆，所以我希望下半年会好一些。零工厂的一位消息人士谈到了Hummer EV。其中一些已经发货了，但是一些需要软件更新。进展非常缓慢。我们还存在供应问题。供应链中的任何事物都可能是驱动装置的问题。任何事物。你收到一个零件，突然发现它与需要的零件不同。
The president admitted to the slow ramp up of the Lyric and the Hummer but pointed to battery module availability as the only supply part hiccup. On that point I do want to mention a little birdie has told me that GM on the commercial side has actually been struggling to find buyers for their commercial EV bright drop vans. They're blaming it on the battery shortages and that may be true to some degree but I'm hearing that there may also be a lack of demand outside of California. Because the word is that vehicle has fallen short when it comes to range, efficiency, etc. More for good measure GM also pointing the finger at a shortage of rail cars so getting the cars from the manufacturer site down to the customer.
总统承认Lyric和Hummer的推出速度缓慢，但将唯一的供应问题归咎于电池模块的可用性。关于这一点，我想提到一些消息人士告诉我，GM在商业领域实际上一直在努力寻找购买他们的商用电动货车bright drop vans的买家。他们将此归咎于电池短缺，这在一定程度上可能是真的，但我听说这也可能是由于加利福尼亚以外地区的需求不足。因为有传言称这款车在续航里程、高效等方面不及预期。另外，GM还将矛头指向缺少铁路车厢，导致将汽车从制造商站点运送到客户那里存在困难。
We get a big win for Rivian in Georgia for this next factory for the R2 lineup. Some of the locals were pushing back on some of the incentives that the government wanted to give to Rivian but those cases are not going to be heard so Rivian now gets the green light. The earlier decision from the court of appeals in support of the Rivian project is now final. So it sounds like the roughly one and a half billion dollar incentive package that Rivian got to set up shop in Georgia is good to go. A formal groundbreaking ceremony for the Rivian factory has yet to take place but it's expected to begin production in 2026.
我们为Rivian在乔治亚州为R2系列的下一个工厂取得了重大胜利。一些当地居民对政府想要给予Rivian的一些激励措施表示反对，但这些案件将不会得到审理，所以Rivian现在得到了绿灯。上诉法院早先对Rivian项目的支持决定现在已经正式生效。因此，Rivian在乔治亚州设厂所得到的大约15亿美元的激励计划可以顺利进行。Rivian工厂的正式奠基仪式尚未举行，但预计将于2026年开始生产。
Earlier this year, electrify America moved to try to have all stations nationwide with uniform pricing, today that's changing, they're going back to station specific pricing, really no surprise given the variability region to region this just makes more sense. But electrify America is also increasing their membership rates and reintroducing idle fees. The station specific pricing should go into effect August 17th, the monthly fee will increase from $4 to $7 but those subscribers get to keep the 25% discount on charging fees. Even if it's only a $3 raise, it's 75% for a service that many customers are already frustrated with.
今年早些时候，美国电气化公司开始努力实现全国范围内的统一定价，但如今情况发生变化，他们决定恢复针对每个充电站的特定定价，这并不令人意外，考虑到地区之间的差异，这样做更为合理。不仅如此，电气化公司还将提高会员费并重新引入闲置费用。特定定价将于8月17日生效，月费将从4美元增加至7美元，但订阅用户仍然可以享受充电费用的25%折扣。即使只是涨了$3，也是针对很多已经对该服务感到不满的客户的75%加价。
Don't forget no video from me tomorrow on Wednesday for Tesla Q2 earnings, I like to take in the day and digest the report and then we'll talk about it briefly on Thursday with the regular news. But the first three numbers I'll be looking at Tesla's operating margin because they told us that's what they're focusing on. Two will be auto gross margin X credit, no surprise and three will be the free cash low, there's a chance it could dip negative this quarter, not anything to be concerned about at all for the long term, just three things I'm curious about and honestly whether they're great or terrible in the long run means very little.
明天周三我不会发布有关特斯拉第二季度收益的视频，请别忘记。我希望用这一天来接收和消化报告，然后在周四的常规新闻中简要讨论一下。但是，我将首先关注特斯拉的营业利润率，因为他们告诉我们他们正在关注这个指标。其次是汽车毛利率（扣除积分），这并不意外。第三个是自由现金流量，这个季度有可能出现负值，这并不会对长期发展造成任何担忧，只是我感到好奇的三个方面。老实说，无论它们在长期内是好是坏都几乎无关紧要。
So no matter what happens, hope you all can sit back, relax and enjoy the day. You can find me on Twitter at DylanLumus22, hope you guys have a wonderful day, please like the video if you did and a huge thank you to all my Patreon supporters.
无论发生什么事情，希望大家都能放松心情，享受这一天。你可以在Twitter上找到我 @DylanLumus22，希望大家有个美好的一天，如果你们喜欢这个视频，请给个赞，同时也非常感谢我的所有Patreon支持者。