Tesla Overhauls...Almost Everything ⚡️
发布时间 2023-09-01 22:23:46 来源
Welcome to Electrified, it's your host Dylan Loomis-Quick-Shoutout to my newest patrons, SolarM and Shari and O. Thank you for choosing to support the channel. Over the past 48 hours or so, Tesla has overhauled, well, almost everything.
欢迎来到电动化节目，我是你的主持人迪伦·卢米斯-快速向我最新的赞助人SolarM、Shari和O致以问候。感谢你选择支持这个频道。在过去的48小时左右，特斯拉进行了一次全面改革，几乎涉及到了所有方面。
There are endless ways to analyze each move we're about to talk about, but zooming out so as to not get lost in the flood of details, Tesla is using its wealth of real-world customer data, paired with its relentless pursuit of manufacturing efficiencies to continually offer better products and better services at better prices, while also simplifying manufacturing techniques to drive down Tesla's cost of goods sold.
有无尽的方式可以分析我们即将讨论的每一步，但为了不被细节淹没，特斯拉正在利用丰富的实际客户数据，结合对制造效率的不懈追求，持续提供更好的产品和更好的服务以及更优惠的价格，同时简化制造技术以降低特斯拉的销售成本。
There have been so many changes and adjustments that, to make a guess or even to spend too much time focusing on what the margins will be over the next few months, is a fool's errand in my opinion. We just have to let all of these changes settle into the market and see how the demand and uptake rates change.
有如此多的变化和调整，去猜测甚至花太多时间关注接下来几个月的利润率，我认为那是一个愚蠢的任务。我们只需要让所有这些变化在市场中定型，观察需求和采纳率如何改变。
One thing that is abundantly clear though, Tesla is not resting on its laurels. On the contrary, it's taking an executioner approach to everything, pushing and innovating as if its life and future is constantly on the line. We're watching real-time how a decade of innovation at Tesla has given them the ability to make changes like this that no other company really has.
然而，有一件事非常明确，那就是特斯拉并没有沉湎于过去的辉煌。相反，它以一种执行者的态度对待一切，不断推动创新，仿佛它的生命和未来一直处于危险之中。我们正在实时观察特斯拉在过去十年的创新中所获得的能力，这种能力使他们能够做出其他公司无法实现的改变。
And just in case any of us need the reminder, Kathy would just said Tesla because of its positioning with AI is the only auto company or tech company that has designed its own chip for autonomous driving. This is not an autoplay, this is an autonomous taxi platform with software as a service like margins, to which Elon said, accurate.
如果我们中的任何人需要提醒，正如Kathy刚才所说，特斯拉是唯一一家汽车或科技公司，因其在人工智能领域的定位而设计了自己的自动驾驶芯片。这不是一款自动播放，而是一个以软件为服务的自主出租车平台，正如埃隆所说的，非常准确。
I'm sure most of you have seen the new project Highland finally revealed. Rob did a good job of covering the details last night so I'll just quickly fill in some of the gaps. Overall though, Tesla has clearly upscaled this vehicle, refined it and made it more luxurious, adding features that many luxury vehicle shoppers had been complaining that Tesla didn't offer before.
我相信你们大多数人都看到了新项目Highland最终揭示的消息。Rob昨晚在详细介绍时做得很好，所以我只是简单地补充一些空白。总体而言，特斯拉明显提升了这款车辆的档次，加以改进并增加了更多豪华配置，满足了很多豪车购买者之前对特斯拉不提供某些功能的抱怨。
Most importantly though, I have to ask, has anybody checked on Warren Redlich? Honestly though, I firmly believe this will result in a major uptake in Model 3 sales as this car has far more improvements than even the most bullish of us were expecting. And the little details like now offering ultra wideband or UWB rather than just regular Bluetooth. There's also improved cellular and dual band Wi-Fi connectivity which will result in 10x phone key performance, 50% better cell signal and 2x the Wi-Fi range.
尤其重要的是，我不得不问一下，有没有人关心过沃伦·雷德利奇？说真的，我坚信这将导致Model 3销量大幅增长，因为这款汽车的改进远远超出我们中最乐观的人的预期。还有一些小细节，比如现在提供超宽带（UWB）而不仅仅是普通的蓝牙连接。还有改进的蜂窝网络和双频Wi-Fi连接，将导致10倍的手机钥匙性能，50％更好的手机信号和2倍的Wi-Fi覆盖范围。
And the fully charged review did note how quiet the new Model 3 is inside, doing part thanks to softer materials on the interior that dampen the noise. And if you follow the Tesla story, you'll know this is another common Tesla complaint.
而且充满电的评论确实指出，新款Model 3车内非常安静，这在一定程度上得益于内饰所使用的柔软材料，可以减轻噪音。如果你关注特斯拉的新闻，你就会知道这是又一个常见的特斯拉抱怨。
The word on the street is a performance Model 3 variant is coming eventually, but because it's eventually and not right now, this would lead me to believe there's something new coming there, whether it's a new motor or a new battery pack. And we're also getting word this updated Model 3 will not be available in North America this year so we may have to wait until 2024. This is not an official word from Tesla though so keep that in mind. I would say unless Tesla is having trouble refitting the production lines in Fremont, this would come as somewhat of a surprise because the current version will undoubtedly suffer from the Osborne effect for however long Americans are forced to wait.
街头传言称，特斯拉可能会推出一款性能型Model 3，但由于这只是个可能性，而不是立刻实现，我认为这意味着会有一些新的东西出现，无论是新的发动机还是新的电池组。我们还得知道，这款更新后的Model 3今年将不会在北美上市，所以我们可能要等到2024年。然而，这并不是特斯拉官方发布的消息，请记住这一点。我认为，除非特斯拉在弗利蒙特的生产线改造上遇到了困难，否则这将是个惊喜，因为当前版本无疑会受到奥斯本效应的影响，而美国人被迫等待的时间可能会很长。
And with new features like the interior ambient lighting, think about future software updates where maybe Tesla can integrate the lights to a blind spot monitoring system, flashing red to denote a car in your blind spot. Just one example of many things like this Tesla now can do in the future and there is a new blind spot indicator toggle in the UI.
而且，随着新功能的加入，比如车内氛围照明，可以考虑将来的软件更新，也许特斯拉可以将这些灯光整合到盲点监测系统中，当有车辆出现在您的盲点时，闪烁红光以示警。这只是特斯拉未来可以做的许多事情之一，而用户界面中还增加了一个新的盲点指示器开关。
And of course things like watching Netflix on the rear touch screen, perhaps while the car is in motion, that's a killer feature I wasn't really expecting on this vehicle, especially ahead of a Robotaxi feature potentially turning on in the next 12 to 24 months. As Chuck pointed out, there's a camera button on the redesigned wheel which may be customizable through the software eventually if not already.
当然，诸如在后部触摸屏上观看Netflix，可能是车辆行驶中的情况，这是一项出乎我意料的杀手级功能，尤其是在未来12到24个月内可能开启的机器人计程车功能之前。正如查克指出的，重新设计的方向盘上有一个相机按钮，通过软件可能会支持自定义设置，如果尚未实现的话。
And if you don't need the newest features, there are now discounts of up to $5,700 off inventory Model 3 vehicles in the United States and Canada and this is likely to be the case globally so whatever market you're in, just be sure to check on inventory Model 3's. And yes, Canadians may get the refreshed Model 3 before us in the States since they get their vehicles from China.
如果您不需要最新的功能，现在美国和加拿大的库存Model 3汽车可以享受高达$5,700的折扣，全球范围可能也是如此，所以无论您在哪个市场，请务必查看一下库存的Model 3。是的，加拿大人可能会在我们美国人之前获得更新款的Model 3，因为他们的车辆是从中国进口的。
But all of the feature detail and rollout challenges aside, looking into the future, this will re-establish the Model 3 as one of the best values at its price point with a more mature, upscale look and feel and over time, we'll learn more about what these changes mean to the Model 3's cost of goods sold.
尽管考虑到所有功能的详细信息和推出挑战，但展望未来，这将使Model 3重新成为在其价格点上最具价值的车型之一，拥有更加成熟、高档的外观和触感。随着时间的推移，我们将更加了解这些变化对Model 3销售成本的影响意味着什么。
We know that the Model Y is on track to be the world's best-selling vehicle of any kind without a refresh like this and if Project Juniper turns out to be real toward the end of 2024, that will of course be super exciting.
我们知道，即便没有这样的刷新，Model Y有望成为全球销量最佳的任何类型的车辆；而且如果Project Juniper真的在2024年底推出，那当然将非常令人兴奋了。
But now the Model 3 is a much stronger value proposition and to bring back a phrase we haven't heard in a while, this car should sell like hotcakes. Looking forward if you hear Project Mario in relation to Tesla, we're talking about Giga Mexico. Tesla has presented its environmental impact to local officials for the factory. Step 1 before construction can start will be Tesla getting the land ready and they talk in the proposal about scaring away certain fauna, some of the local animals and rescuing some of the flora in the area. And the Governor said hopefully the largest factory in the world will start operating very soon, operating meaning construction.
但是现在Model 3更具价值，如果我们再次听到这句话，它将会像热饼一样畅销。如果你听到特斯拉与马里奥项目有关的消息，我们谈论的是Giga Mexico。特斯拉已向当地官员介绍了该工厂的环境影响。建设前的第一步将是特斯拉将土地准备好，并在提案中谈到了吓跑某些动物和拯救该地区的一些植物。州长表示，希望世界上最大的工厂将很快开始运营，运营指的是建设工作。
In a recent interview the Malaysian Prime Minister Anwar Ibrahim was asked what he did to get Tesla to commit to its location rather than some other countries that have been caught in Elon and Tesla for a while. He said, I made it clear and blunt to him to say he doesn't need to worry about all the nitty gritty bureaucratic encumbrances that he may face in dealing with some other countries.
最近，在一次采访中，马来西亚首相安瓦尔·易卜拉欣被问及他是如何让特斯拉选择该地作为其落脚点，而不是其他与埃隆·马斯克和特斯拉合作了一段时间的国家。他回答道，我直截了当地告诉他，他无需担心在与其他国家打交道时可能遇到的一些繁琐的官僚束缚。
When it comes to Tesla's second megapack factory that's supposed to be in Shanghai, it is supposed to begin construction this month. That would be the last month of the third quarter and production should start in the second quarter of 2024.
当谈到特斯拉在上海的第二个巨型电池工厂时，预计将在本月开始建设。这将是第三季度的最后一个月，预计在2024年第二季度开始生产。
Over on X, Tesla's AI account now has job listings right on the account up top. When you click a link though, it just takes it right to the Tesla careers page.
在X网站上，特斯拉的人工智能账户现在上方列出了工作职位。然而，当您点击链接时，它会直接跳转到特斯拉的招聘页面。
And how about this one? Tesla has changed the vehicle lineup for the Model S and X. Now we have the long range variant under the $80,000 cap, which means yes, it now qualifies for the tax credits. The dual motor Model X now starts at $79,000 and the Model X plaid $89,000. Not only that, but all of the paint options are now included or free with the purchase price, no additional cost. The dual motor Model S now starts at $74,000, qualifying for the credit, and the Model S plaid starts at $89,000. Same situation for the Model S, all paint colors are now included. And if you scroll down further, you'll see the cost of full self-driving has been dropped from $15,000 down to $12,000. So no more standard range Model S or X, just long range and plaid.
这个呢？特斯拉已经改变了Model S和X的车型系列。现在我们有了售价低于80,000美元的长续航版，这意味着是的，它现在符合税收抵免标准。双电机的Model X现在起价79,000美元，而Model X plaid售价为89,000美元。不仅如此，所有的车漆选项现在都包括在购买价格中，没有额外费用。双电机的Model S现在起价74,000美元，符合抵免标准，而Model S plaid的起价是89,000美元。Model S的情况也是如此，所有的车漆颜色现在都包括在内。如果你继续向下滚动，你会看到全自动驾驶的费用已经从15,000美元降至12,000美元。所以再也没有标准续航版的Model S或X了，只有长续航版和plaid版。
I've covered Tesla long enough to know that the narrative will now become demand for the SNX's cratering and Tesla's margins are going to suffer. Let's just keep in mind the Model SNX sales are now a fraction of Tesla's overall sales, on track to become less than 5% of sales. I'd also remind us Tesla has the most accurate real time data on what customers want and what makes sense to streamline manufacturing, as well as what pricing strategy makes sense and when to reach to get under the IRA credit cap. But remember, this is all noise when compared to Tesla's goal of simply driving increased sales, increasing volume production, and expanding the fleet on the road so that when autonomy is solved that many more customers will end up purchasing Tesla's FSD package, whatever they decide to charge for it.
我已经跟进了特斯拉很长时间，足够了解现在的叙述将会变成对SNX需求的大幅下降，以及特斯拉的利润率将会受到影响。让我们记住，SNX型号的销售现在只占特斯拉整体销售的一小部分，并有望低于销售额的5%。我还要提醒我们，特斯拉拥有关于顾客需求和合理化生产的最准确的实时数据，以及何时以何种定价策略使得减免个人退休账户信贷上限成为可能。但要记住，与特斯拉目标简单地推动增加销售、增加产量和扩大路上车队相比，这一切都只是噪音。当自动驾驶问题得到解决时，更多的顾客将购买特斯拉的全自动驾驶（FSD）套餐，不管他们决定收取多少费用。
And the bigger question is how will anyone really compete with a Model S selling for $67,000 after the credit and a Model X going for $72,000. These vehicles won't ever be large-volume vehicles for Tesla, but they're still their halo cars and Tesla will continually make changes to ensure they remain excellent value buys in their respective categories, staying a few steps ahead of the competition. And yes, some folks really will just want something that's not a Tesla, but their anti-Tesla sentiment is really going to be tested as Tesla continues to make everything better and more affordable.
还有一个更大的问题是，任何人要如何真正与售价为67,000美元（抵扣补贴后）的Model S以及售价为72,000美元的Model X竞争。对于特斯拉来说，这些车辆永远都不会是大量销售的车型，但它们仍然是特斯拉的旗舰车型，特斯拉将不断进行改进，以确保它们在各自的分类中仍然是卓越的性价比选择，始终领先于竞争对手几步。是的，确实有一些人确实只是想要一辆不是特斯拉的车，但随着特斯拉不断改进和提高性价比，他们对特斯拉的反感将会受到考验。
And the FSD price drop is very clearly a move to get more people on board. If you rope them in now, show them the benefits of the software, they will be much more likely to pay the higher price when Tesla solves for robotaxes. This will of course increase the adoption rate, which should help to offset any short-term impact to margins. But remember, with so much changing so fast at Tesla, trying to pinpoint margins quarter to quarter now is even sillier than it was before. Again, for long-term investors. I say that because the margin structure is going to be blown up when V12 is refined and eventually cracks the code for true autonomy.
而全自驾驶（FSD）价格的降低很明显是为了吸引更多人加入。如果现在将他们卷入其中，展示给他们软件的好处，在特斯拉实现无人驾驶出租车之后，他们更有可能支付更高的价格。这当然会提高采用率，可以帮助抵消短期内对利润率的影响。但请记住，在特斯拉的变化如此之快的情况下，现在试图具体确定季度利润率甚至比以前更愚蠢。再次，这是对于长期投资者而言。我这么说是因为当V12得到完善并最终破解了真正的自动驾驶技术时，利润结构将会被颠覆。
This whole story is somewhat ridiculous so I won't waste your time, but Elon did clarify he's not building a house of any kind, let alone a glass one. Saying again, I'm not building a house anywhere.
整个故事有些荒谬，所以我不想浪费你的时间，不过埃隆澄清了他并不在建造任何房屋，更不用说玻璃房了。再次强调，我不会在任何地方建房子。
Colorado has released another new EV incentive this time to recycle and scrap some gas guzzlers, so people that qualify are eligible for a point of sale rebate of $6,000 towards buying or leasing a new EV. 70 dealerships across Colorado have agreed to participate in this program, so if you're in the area, be sure to keep it in mind.
科罗拉多州发布了另一个新的电动车激励计划，这次是为了回收和报废一些油耗高的汽车，因此符合条件的人有资格获得6000美元的购车或租车点 of sale 折扣，用于购买或租赁新的电动车。科罗拉多州有70家汽车经销商同意参与这个计划，所以如果你在该地区，请一定记住这一点。
The V4 rollout is continuing in Europe, this time we have the 9th location in Cornwall, UK. Now, Europeans get V4 superchargers in Project Highland and Americans get Cybertruck.
V4充电桩在欧洲的推广仍在继续，这一次我们将在英国康沃尔郡开设第9个地点。现在，欧洲人可以在高地项目使用V4超级充电桩，而美国人则可以购买到Cybertruck。
Today, the UAW has filed unfair labor practices charges against GM and Stellantis, saying both of these two companies will full refusal to bargain in good faith is not only insulting and counterproductive, it's also illegal. Stellantis responded, saying it's a claim with no basis in fact and we're disappointed to learn Mr. Fane is more focused on filing frivolous legal charges than on actual bargaining. GM made a similar statement in response and yes, you may note that Ford has been left out of these unfair labor charges. I still think a lot of this is just going to be negotiating tactics, but we are down to two weeks to the deadline.
今天，美国汽车工人工会(UAW)针对通用汽车公司(GM)和斯泰拉蒂斯(Stellantis)提起了不公平劳动行为指控，称这两家公司对真诚谈判的完全拒绝不仅侮辱和适得其反，还违法。斯泰拉蒂斯对此作出回应，称这是毫无事实依据的指控，我们对发现梵恩先生更关注提起无谓的法律诉讼而不是实际谈判感到失望。通用汽车也发表了类似的声明，是的，你可能注意到福特被排除在这些不公平劳动指控之外。我仍然认为这很大程度上只是谈判策略，但距离最后期限只剩下两周了。
The Biden administration is making up to $12 billion available to automakers to retrofit their facilities to make EVs and hybrids. The administration said this funding will help existing workers keep their jobs and have the first shot to fill new good jobs as the car industry transforms for future generations. And unfortunately, in addition to full BEVs, this financing can be used for hybrids and hydrogen fuel cell vehicles. For now, it's unclear which companies will get this money and how much, but I would imagine they can start applying and then certain companies will be chosen and the grants will be dished out.
拜登政府将提供高达120亿美元的资金给汽车制造商，以用于改造他们的工厂，生产电动汽车和混合动力汽车。政府表示，这笔资金将帮助现有员工保住工作，并让他们有机会首先填补未来世代汽车行业的新工作岗位。遗憾的是，除了纯电动汽车外，这笔融资还可以用于混合动力汽车和氢燃料电池车。目前还不清楚哪些公司将获得这笔资金以及金额有多少，但我想他们可以开始申请，然后特定的公司将会被选中并获得资助。
VW has founded a new project dubbed Electrify France where they'll focus on chargers for VW's commercial vehicles, planning to have 150 charging stations by the summer of next year. And funny enough, they said this project is different from its hugely successful Electrify America undertaking.
大众汽车已成立了一个名为“Electrify France”的新项目，该项目将专注于为大众商用车提供充电设施，并计划在明年夏季拥有150个充电站。有趣的是，他们表示这个项目与他们非常成功的“Electrify America”项目不同。
Mercedes CEO just said its new EV architecture that will debut with a CLA Compact late next year is targeting 30-35% more driving range for each kilowatt hour of energy compared to their current EVs. They're also adding LFP batteries to that CLA model lineup due to hit showrooms in early 2025, a first for Mercedes. And the CEO said efficiency is really the new currency when we go into electric vehicles.
梅赛德斯首席执行官刚刚表示，他们将于明年底推出的CLA Compact车型所采用的新型电动汽车架构，与目前的电动汽车相比，每千瓦时能量的行驶里程将提高30-35%。此外，他们还将在2025年初推出该CLA系列中首款配备LFP电池的车型，这对梅赛德斯来说是第一次。首席执行官表示，当我们进入电动汽车领域时，效率实际上是新的货币。
Hyundai NLG just announced they'll be investing an additional $2 billion into their joint battery factory in Georgia, the total now at 4.3 billion which will eventually be able to make enough batteries for 300,000 EVs per year. Total though, these two companies are planning to spend around 7.6 billion dollars over 8 years, which will be divvied up between the 30 gigawatt hour battery plant and a separate EV manufacturing plant, the latter of which is expected to begin producing vehicles January 2025. In case you see it, these two facilities together are being dubbed meta plant. This of course is the path for Hyundai Kia Genesis vehicles to eventually reap the IRA tax credit rewards.
现代汽车集团（Hyundai NLG）刚刚宣布将向位于乔治亚州的联合电池工厂额外投资20亿美元，总投资额达到43亿美元，最终将能够为每年30万辆电动汽车生产足够的电池。总之，这两家公司计划在8年内投入约76亿美元，其中包括30千兆瓦时电池工厂和一个独立的电动汽车制造工厂，后者预计将于2025年1月开始生产车辆。如果你留意的话，这两个设施一起被称为元工厂。当然，这将为现代汽车的凯亚吉尼斯品牌最终获得个人养老金（IRA）税收抵免提供途径。
Pole star's Q2 financials were released and it delivered 15.7 thousand vehicles during the quarter and reiterated its forecast of between 16,000 and 70 thousand for the year and they're looking to achieve gross margins of 4%. The company's net loss for the quarter was 304.1 million dollars compared to 228.2 million dollars quarter to of last year. Pole star's gross margin was 1.4% in the first half of 2023. Making EVs profitably at scale is very hard.
宝马极星公司发布了其第二季度的财报，该季度出售了15,700辆车辆并重申了全年销售预测在16,000至70,000之间，同时他们希望实现4%的毛利率。该公司本季度净亏损3.041亿美元，相比去年同期的2.282亿美元有所增加。宝马极星在2023年上半年的毛利率为1.4%。大规模生产盈利的电动车非常困难。
GM just said it plans to make all of its batteries bi-directional by 2026.
通用汽车刚刚表示，计划在2026年之前将其所有电池变为双向电池。
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