You're Being Lied to About Tesla & EV's / Toyota's Record Profits / Ford's EV Acquisition ⚡️
发布时间 2023-11-01 22:54:49 来源
Welcome to Electrified, it's your host Dylan Loomis, quick shout out to my newest patrons, Jim Kay, that ESF, Craig Kay and Darryl, thank you for choosing to support the channel. It is so good to be back in, just a quick reminder if you're ever wondering why there wasn't an upload, always be sure to check my community tab, that's where I'll post any updates.
欢迎来到《电动时刻》，我是主持人迪伦·卢米斯。首先要感谢最新的赞助人吉姆·凯、那个ESF、克雷格·凯和达里尔，感谢你选择支持本频道。回来真是太好了。还有个小提醒，如果你发现没有上传视频，记得去我的社区页面看看，那里会发布任何更新。
And to everyone that reached out with concern and or well wishes, just wanted to say thank you.
对于每一个关心并希望我好的人，我只想说声谢谢。
From the star, Tesla and Starlink have been allowed to operate in Malaysia as 100% foreign owned companies after taking into account the benefits they could bring to the nation. This is the exact same allowance or exemption that Tesla received in China becoming a wholly owned foreign subsidiary, one of the only foreign companies to be granted that exemption. Malaysia does not have a central regulatory authority, so policies on foreign investment participation in Malaysia are actually sector specific, meaning they're regulated by the authorities supervising each sector. Generally speaking, across sectors there are usually restrictions on equity ownership of foreign investors by way of mandating minimum or majority equity ownership to be held by local Malaysians and or a requirement for a local Malaysian to be appointed to the board of directors, but both of these stipulations have been waived for Tesla and Starlink.
来自上星，特斯拉和Starlink在考虑到它们为国家带来的好处后，已获准作为百分之百外国拥有的公司在马来西亚开展业务。这与特斯拉在中国成为全资外资子公司时获得的准许或豁免完全相同，特斯拉是少数获得此豁免的外国公司之一。马来西亚没有中央监管机构，因此对外国投资参与马来西亚的政策实际上是基于各个部门的具体规定，即由监管各个部门的当局来管理。一般来说，在各个部门中，通常会有对外国投资者持股比例的限制，要求由当地马来西亚人持有最低或多数股权，并且要求任命一名当地马来西亚人担任董事会成员，但这两个规定对特斯拉和Starlink都被免除了。
Sawyer shared a chart from KBB so this is US data only, but it showed Tesla sold 10 times as many EVs as any other car maker during the first 3 quarters of this year. Presumably referring to the competition, Elon said room for improvement, I suppose. The new headlines about EV demand slowing should more accurately say demand for legacy OEM EVs is slowing. It's driven by a lack of compelling EVs offered by companies not named Tesla, BYD, Rivian, and maybe even Hyundai and Kia. As legacy OEMs pull back EV production, this will just make things even easier for Tesla and over the next 24 months they will most likely now continue to gain EV market share not lose it. So while the media will oversimplify and paint this as EV demand down, this is bad for Tesla, the real outcome will most likely be Tesla sales up, legacy OEM EV sales down.
索耶尔（Sawyer）分享了一张来自KBB的图表，所以这只是美国的数据，但它显示了特斯拉在今年前三个季度销售的电动汽车数量是其他任何汽车制造商的10倍。埃隆（Elon）对竞争提出了改进的建议，我想。关于电动汽车需求放缓的新闻标题应更准确地说是传统汽车制造商电动汽车的需求放缓。这是由于那些没有特斯拉、比亚迪、里维安，甚至可能是现代和起亚等公司推出有吸引力的电动汽车。随着传统汽车制造商减少电动汽车的生产，这只会让特斯拉更容易获得电动汽车市场份额，并且在接下来的24个月里，他们很可能会进一步增加销量而非减少。所以尽管媒体会过于简化并将其描述为电动汽车需求下降，这对特斯拉来说是不利的，但真正的结果很可能是特斯拉的销量上涨，传统汽车制造商的电动汽车销量下降。
Tesla has increased the cost of the black paint on just the Model Y from $1500 to 2000. Pair that with the Model X price increase, the Model Y price increase, Tesla looking to dial in some gross margin numbers for quarter 4. Just a few years ago, I believe it was around 2018-2019 black was a free paint color option. For now, black remains a $1500 option for the Model 3.
特斯拉仅针对Model Y车型将黑色油漆的价格从1500美元调高到2000美元。再加上Model X的价格上涨、Model Y的价格上涨、特斯拉试图在第四季度调整一些毛利率数据。就在几年前，我记得大约是在2018-2019年，黑色是免费的油漆颜色选择。目前，Model 3车型仍然需要支付1500美元才能选择黑色。
This morning, Drew Baglino responded to Jordan at the limiting factor on X, saying another challenge is solid state electrolytes and separators typically contain much more lithium than those in non-solid state batteries in order to achieve lithium conductivity, i.e. reasonable charge and discharge rates. This drives higher fundamental materials cost per kilowatt, yes he means kilowatt, not kilowatt hours, irrespective of the cost of production. Polymer separators don't contain any lithium at all. Kilowatt, not kilowatt hour, is referring to power, so 1 kilowatt delivered for 1 hour would give you 1 kilowatt hour. Another way of saying this, solid state batteries in the electrolyte actually require more lithium to get similar charge and discharge rates, which drives up the materials cost if you completely remove the cost of actual production. Even simpler, Tesla is still not at a point where it's concerned about being leap-frogged by a solid state breakthrough.
今天早上，德鲁·巴格里诺回应乔丹关于X的限制因素，称另一个挑战是固态电解质和隔离器通常含有比非固态电池中的更多锂，以实现锂的导电性，即合理的充放电速率。这导致每千瓦材料成本更高，是指每千瓦，而不是每千瓦小时，无论生产成本如何。聚合物隔离器根本不含有任何锂。千瓦，而不是千瓦小时，指的是功率，所以提供1小时的1千瓦将给你1千瓦小时。换一种说法，固态电池在电解质中实际上需要更多的锂才能获得类似的充放电速率，这会增加材料成本，如果您完全忽略实际生产成本的话。更简单地说，特斯拉还没有达到一个担心因固态突破而被超越的地步。
I think we can all agree between clickbait for views and the mainstream media turning into a propaganda machine, it's more critical than ever that we filter through the noise. To help me do this, I've been using Ground News, the sponsor of this video, a company that I'm being told many of you have tried out and have really been enjoying.
我认为我们都可以达成共识，点击率导向的标题党和主流媒体转变为宣传机器之间的问题变得比以往更加关键，因此我们需要筛选噪音。为了帮助我做到这一点，我一直在使用这个视频的赞助商Ground News，据说你们中的很多人已经尝试并且非常喜欢。
Ground News combines thousands of local and international news sources in one place so we can compare coverage, check the factuality of the sources, and be alerted to media bias. This one for example, Elon recently had some choice words for Scotland's first minister, but with Ground News you can actually see a quick synopsis of all of the aggregated sources for left leaning sources, center, right, and then you can actually get a comparison to see exactly what the media bias is and what each side is actually focusing on. With this one, we can see that 40% of the sources reporting on this are left leaning, and you can actually get a lot more information on the ownership of each source that's reporting a certain news story.
Ground News将成千上万的本地和国际新闻来源集合于一个地方，让我们可以比较新闻报道，检查信息源的准确性，并警惕媒体偏见。例如，最近埃隆对苏格兰首席部长发表了一些挑衅言论，但是有了Ground News，你可以看到所有聚合来源的简要摘要，左翼、中立、右翼都可以，然后你可以进行比较，准确了解媒体偏见所在以及各方关注的焦点。通过这个例子，我们可以看到40%的报道来源是左翼倾向的，而且你还可以获得更多关于每个报道特定新闻的来源所有权的信息。
Ground News aggregates all of the sources in one place right here so I can quickly find the original source and read more efficiently. I still think everyone should be using the blind spot feature to steal manual arguments and see what stories are being reported on disproportionately by either side. And you can use Ground News on the web or on their mobile app, they also have a browser extension as well to keep you informed anywhere on the web. I really believe this is a mission worth supporting especially in this day and age, and if you agree, you can go to ground.news slash electrified and subscribe through my link for as little as $1 a month or you can get 30% off unlimited access for just $5. And thank you to ground news for creating this service, the world really needs this tool to cut through the nonsense.
Ground News将所有来源聚集到一个地方，使我能够快速找到原始来源并更高效地阅读。我仍然认为每个人都应该使用盲点功能来实现手动论证，并查看哪些故事在双方不成比例地报道。而且，你可以在网页上或他们的移动应用上使用Ground News，他们还有一个浏览器扩展，让你随时了解网上的最新信息。我真的认为这是一个值得支持的使命，尤其是在这个时代。如果你同意，你可以访问ground.news slash electrified，并通过我的链接订阅，每月仅需1美元，或者你可以享受无限访问的30%折扣，仅需5美元。感谢Ground News创建这项服务，世界真的需要这个工具来摆脱无聊的言论。
Today we got a Subaru press release that they have finally got on board and they're adopting the next. This agreement will be for charge ports of its BEVs in North America starting in 2025. This should come as no surprise given that so far Subaru really only has the Solterra EV which in all actuality is just a Toyota BZ4X rebranded as a Solterra and we just recently got the announcement Toyota has adopted the next. They did say however that this will be for certain Subaru BEVs implying not all of them. They'll provide access to an adapter enabling Nax charging from 2025 whereas some other companies were offering an adapter as soon as 2024. Subaru also mentioned access to 15,000 Tesla superchargers while many others listed 12,000. Now that we have Subaru on board the remaining major player holdouts VW, Stellantis, Lucid and Mazda.
今天我们收到了一份Subaru的新闻稿，他们终于加入并采用了新的标准。该协议将于2025年开始用于Subaru在北美地区的电动汽车充电端口。这并不令人意外，因为迄今为止，Subaru实际上只有Solterra EV，实质上只是将丰田BZ4X重塑为Solterra，而我们最近刚刚得知丰田也采用了这一标准。不过，他们确实表示这仅适用于特定的Subaru电动汽车，并非全部车型。他们将提供一个适配器，从2025年起可以使用Nax充电，而其他一些公司则计划在2024年提供适配器。Subaru还提到可以使用15000个特斯拉超级充电桩，而其他许多公司列出的数字是12000。现在我们已经有了Subaru，剩下的主要参与者中还有VW、Stellantis、Lucid和Mazda。
The Verge put out a pretty long article of an all hands meeting but it was really focused on Elon and X. However in that we did learn that Tesla's latest V12 FSD is actually called a rodeo made up entirely of neural nets. So this is just a fun fact for now but Dr. Know It All, John recently did a video about a potential limitation of an entirely neural net version of FSD and his point was solving for edge cases with an entirely neural net based approach may be more difficult. With C++ or the human code you just take that weird event and then write specifically what you want the car to do in that event. Whereas with a neural net based approach you actually have to find real world examples where that one thing happened so pulling that very very specific data may actually be more challenging than it would have been using C++ code.
The Verge发表了一篇相当长的全体会议文章，但它确实专注于埃隆和X。 然而，在那篇文章中，我们确实了解到特斯拉最新的V12 FSD实际上是一个由神经网络完全组成的罗迪奥。 所以现在这只是一个有趣的事实，但全知全能的约翰最近制作了一个关于完全基于神经网络的FSD潜在限制的视频，他指出用完全神经网络的方法来解决边缘情况可能更困难。 使用C ++或人类代码，您只需采取那个奇怪的事件，然后在该事件中明确写下您希望汽车做的事情。 而基于神经网络的方法，实际上您必须找到发生这件事的真实世界例子，所以获取那些非常具体的数据可能比使用C ++代码更具挑战性。
And as much as we all want to know how much the Cybertruck will cost and how many Tesla thinks they're going to make these are the type of questions I would love to see on the say questions for Tesla quarterly calls because Cybertruck questions we'll get answers to in time but questions like John brought up we may not get unless someone specifically asks Elon.
虽然我们都希望知道Cybertruck的价格和特斯拉预计要生产多少辆，但这些问题我更希望在特斯拉季度电话会议上提出，因为关于Cybertruck的问题我们终将会得到答案，但像约翰提出的那种问题，除非有人特别向埃隆提问，否则我们可能无法得到答案。
Energy storage news shared this chart from Wood Mackenzie showing us 2022 global battery energy storage system deployments. The number one company globally in terms of market share at 16% was Sungro tied for 2022 global best market share we have Fluence and Tesla both at 14%. So as I said earlier on X to all of the Tesla critics that like to argue Tesla's battery energy storage division is a minor player in the global market the data says otherwise. The top 5 for 2022 is then rounded out by Huawei and BYD each with a 9% global share. This is a great data point to have if you ever see somebody make that argument that Tesla's battery storage market just isn't that big in terms of global players. When in reality last year it was actually tied for the second biggest market share. That with the fact Tesla only has one megapack factory that's not even at full capacity with margins for the megapack likely already over 25% and we should be getting Tesla's second megapack factory in Shanghai coming online with production sometime in quarter to 2024.
能源储存新闻分享了这张来自伍德·麦肯齐（Wood Mackenzie）的图表，显示2022年全球电池储能系统的部署情况。就市场份额而言，全球最大的公司是中储能源（Sungro），占据了16%的份额；紧随其后的是Fluence和特斯拉（Tesla），它们的市场份额均为14%。所以正如我之前说的，对于那些喜欢争论特斯拉电池储能部门在全球市场上的地位并不重要的批评家们，数据表明情况并非如此。2022年的前五名还包括华为和比亚迪，它们在全球市场上的份额均为9%。这是一个很好的数据点，如果你看到有人提出特斯拉的电池储能市场在全球玩家中并不大，你就可以拿出这个数据来反驳。实际上，去年特斯拉已经与第二大市场份额持平。此外，特斯拉只有一个兆瓦级储能工厂，且尚未达到全产能，兆瓦级储能的利润率可能已经超过25%；而我们预计特斯拉的第二个兆瓦级储能工厂将于2024年第二季度开始投产。
At the same time we also have clean energy associates saying that US made battery storage systems will become cost competitive with those from China in 2025 thanks to the IRA. This article is just going on general industry averages by country however when it comes to the investment tax credits and the production tax credits this narrative that China is way more cost competitive in the battery storage market than the US may not stay that way for too much longer.
与此同时，我们也有清洁能源专家称，由于投资回报奖励，到2025年，美国制造的电池存储系统将与中国的竞争力相当。然而，本文仅仅基于各国普遍行业平均水平，但当涉及到投资税收抵免和生产税收抵免时，中国在电池存储市场上比美国更具成本竞争力的说法可能不会再持续太长时间。
Even drilling further down for more nuance when it comes to Tesla specific costs as they continue to scale their production and drive more manufacturing efficiencies they'll also drive their costs down even further. And they'll be making them in China as soon as next year reportedly for export to the European market.
随着特斯拉继续扩大生产规模并实现更高的制造效率，即使对特斯拉的具体成本进一步深入挖掘，他们也将进一步降低成本。据报道，明年他们将在中国开始生产，并出口到欧洲市场。
A quick note on that back from Wednesday last week I did an earnings per share calculation of Tesla's deferred revenue for their energy storage but I accidentally left off the last step of converting that 55 cents in earnings per share down to actual profitability which would be in the neighborhood of about 25%. I was under the impression that Tesla was recognizing the cost for the megapack at time of production meaning a lot of that deferred revenue would actually flow to the bottom line as true earnings.
上周三我做了一个关于特斯拉能源储存的每股收益计算的简单笔记，但不小心忘记了将每股收益的55美分转化成实际的盈利能力，大约在25%左右。我以为特斯拉在生产时会承认巨型电池包的成本，这意味着很大一部分延迟收入将作为真正的盈利额流向底线。
But I did go ahead and check with Tony the accountant and there really isn't enough clarity or transparency in the documents to figure out Tesla's timing for production costs of megapack. So to be conservative like I always tried to be the best thing to do would be to take that 55 cents in earnings per share and then multiply that by about.25 to get Tesla's potential earnings per share boost when they actually recognize that megapack deferred revenue. I did mention this one the other day Tesla won that trial for a crash that involved a fatality and the claim was that autopilot caused it.
然而，我确实与会计师托尼进行了核实，发现在这些文件中并没有足够的明确性或透明度，无法确定特斯拉关于Megapack生产成本的时间安排。因此，为了保守起见，我一直试图做到最好的做法是，将每股收益的55美分乘以大约0.25，以获取特斯拉在实际确认Megapack递延收入时的潜在每股收益提升。我在前几天提到过这件事，即特斯拉赢得了一起涉及人员死亡的事故的审判，索赔的理由是自动驾驶引起了事故。
I just want to drive this point home how big of a deal this really is going forward. Had this trial gone the other way this would have opened up a major can of worms for all future accidents for people to then claim that hey it was actually Tesla's fault. So for the future and establishing precedence this is a major major victory now you're also going to have some people say well the driver was drinking so that's kind of a smoking gun for Tesla making this a much easier case. And sure I would agree with that but I would add that Tesla has always maintained that no matter what's going on with autopilot and FSD the driver is still responsible.
我只是想强调一下，这件事在未来会变得多么重要。如果这次审判结果不同，以后发生的所有交通事故都可能成为大问题，人们可以声称这实际上是特斯拉的错。所以从未来和建立先例的角度来看，这是一个非常重要的胜利，你可能还会听到一些人说，这位司机喝酒了，这就是特斯拉案件更容易处理的有力证据。我同意这一点，但我要补充一点，特斯拉始终坚持无论自动驾驶或全自动驾驶系统出现什么情况，司机仍然负有责任。
So if there's an accident right now with Tesla at level 2 the driver is still ultimately responsible regarding that case Elon replied to Sawyer saying the irony is that if autopilot had been turned on here it would almost certainly have saved the driver.
所以，如果特斯拉目前处于二级自动驾驶状态发生事故，司机仍然负有最终责任。对此，埃隆回应索耶说：具有讽刺意味的是，如果自动驾驶在这里开启，几乎可以肯定会拯救司机的生命。
So Tesla got a major win in the US market and at the same time Tesla gets a major win in the Chinese market. A social media influencer had claimed that a malfunctioning Model Y caused an accident that led to two fatalities and three other injuries. But forensics investigations ruled out the possibility that the accident was caused by defects in the steering or braking system.
特斯拉在美国市场取得了重大胜利，同时也在中国市场获得了重大胜利。一位社交媒体影响者声称一辆故障的Model Y导致了一起事故，造成两人死亡和三人受伤。但法医调查排除了事故是由于转向或刹车系统的缺陷引起的可能性。
So the social media influencer was forced to issue a public apology and pay Tesla $4100. Obviously this is not a big deal for financial damages but again for precedence going forward in terms of Tesla accidents the more cases like this that Tesla wins the lower the chances become that Tesla actually sees more cases like this. And further when Tesla does unfortunately inevitably see more cases like this they actually have precedence on their side.
因此，这位社交媒体影响者被迫发表公开道歉并向特斯拉支付4100美元。显然，这金额对于财务损失来说并不算什么大不了的事情，但就特斯拉事故的先例而言，特斯拉赢得越多此类案件，特斯拉再次遇到此类案件的几率就会降低。而且，当特斯拉不幸再次遇到此类案件时，他们将拥有先例支持。
Just a quick public service announcement if you're in Illinois today the new EV rebate program is going live. This program does however have a cap that may be met fairly quickly so if this applies to you you may want to apply as soon as possible. I'll have this article linked below where you can get up to a $4,000 rebate which would be in addition to the $7,500 tax credit.
只是一个快速的公共服务通知，如果你今天在伊利诺伊州，新的电动汽车补贴计划即将启动。不过，该计划在可能会很快达到上限，所以如果你符合条件，你可能会想尽快申请。我会在下方链接的文章中提供更多信息，你可以获得高达4,000美元的补贴，这将是额外的7,500美元的税收抵免。
I'm sure many of you already saw Elon on the Joe Rogan podcast and the Cybertruck taking a shot from Joe Rogan's arrow. And now if we look at the Cybertruck search volume for the past 7 days you'll see that this may not have been technically advertising but Tesla is spreading the word in ways other than just traditional ads. This is a microcosm of that halo effect that Gary Black keeps talking about when it comes to the Cybertruck so even if they don't sell $500,000 a year in the first few years the few that are on the road are going to cause people to say what is that oh it's from Tesla what else is Tesla doing.
我相信你们中的很多人已经在Joe Rogan的播客中看到了埃隆以及Cybertruck承受Joe Rogan箭击的一幕。现在，如果我们看一下过去7天Cybertruck的搜索量，你会发现这可能并不是技术上的广告，但特斯拉以其他方式传播了这一消息，而不仅仅是传统广告。这是Gary Black一直在谈论的Cybertruck的典型表现，所以即使在最初几年内年销售额不达到50万辆，那些上路的少量Cybertruck也会引起人们的兴趣，他们会问这是什么，哦，它来自特斯拉，特斯拉还在做什么其他的事情呢。
And that right there is something you cannot quantify you can't put it into a spreadsheet and thus Wall Street cannot model for it.
就是这样，这是一些你无法量化的东西，你无法将它放进电子表格中，因此华尔街无法对其进行建模。
We continue to work on our research in this company all the time. Virtually every week we're talking to someone there.
我们一直在这家公司进行研究工作，几乎每个星期我们都与他们有交流。
I was out in Palo Alto a week ago and I was there for an afternoon and I met with two executives who were the people who were in charge of autonomous driving and also in charge of a compute of when a video does the chips.
一周前我在帕洛阿尔托的时候，只待了一个下午。我和两位高管见面了，他们负责自动驾驶技术，并且也负责视频芯片的计算部分。
Well we're always doing trying to understand how business operates and what's special about it and why other people can't do the same thing and in the case of Tesla we are convinced that people cannot do what they're doing and that ultimately it's not just going to be a car company it's not just going to be a battery company but ultimately all the other car companies which 50 years ago elected to become much more profitable and outsource supplies and compute to other people we're going to be like Intel was inside of computers is going to be Tesla inside of course all the cars are going to be used in Tesla autonomous driving no one else can possibly compete.
嗯，我们一直在努力理解企业的运作方式，以及它有什么特别之处，为什么其他人不能做同样的事情，就特斯拉而言，我们相信人们不能做他们正在做的事情，最终它不仅仅会成为一家汽车公司，也不仅仅会成为一家电池公司，而是最终所有其他汽车公司在50年前选择更具盈利性并将供应和计算外包给其他人，我们将会像英特尔在电脑领域的角色一样成为特斯拉在所有汽车中的一部分，为特斯拉自动驾驶中使用的所有汽车，没有其他人可能会有竞争力。
Today the Treasury has confirmed that the IRS has opened registration for car dealers to receive their direct tax credit payments.
今天财政部证实，美国国税局已开始注册，以便汽车经销商可以领取他们的直接税收抵免支付。
Effectively it's this portal that's going to allow the point of sale tax credits in 2024 so consumers can actually transfer them to the dealers and then the dealers can give them that $7,500 discount at the point of sale.
实际上，就是这个门户网站将于2024年实现销售点税收抵免，从而使消费者能够将其转让给经销商，然后经销商可以在销售时提供7500美元的折扣给消费者。
The biggest hesitation of this entire program for the dealers has been how long it'll take the IRS to actually reimburse the dealers for them giving the customers these upfront payment discounts. The good news the IRS is saying it expects to issue advanced payments within 72 hours.
对于经销商来说，整个计划最大的犹豫是国税局实际上需要多长时间来偿还经销商，以补偿他们提供顾客这些提前支付折扣。好消息是国税局表示预计在72小时内发放预付款。
A quick fun fact from the Department of Energy, manufacturers have announced over $500 million in more than 40 American made EV charger plants.
美国能源部的一个有趣事实是，制造商已宣布在美国建设超过40个总值超过5亿美元的电动汽车充电设施工厂。
Looking at the map here's where those manufacturing facilities are set to be.
看看地图，这就是那些制造设施的位置。
This does include fast charging and level 2 as well.
这也包括快速充电和二级充电。
And yes, two of these will be for wireless charging.
是的，其中两个将用于无线充电。
With this one I think it's going to serve as a good reminder if you're somebody that's rooting for the demise of ice makers, it may be a few more years before that demise actually comes.
我认为，对于那些希望雪冰机消失的人来说，这个事例将作为一个很好的提醒，或许在雪冰机真正退出市场之前还需要几年的时间。
It's now as clear as ever that many legacy OEMs are giving up their striving for becoming an EV leader and they're really just going to focus on making as much money as possible from their profitable ice vehicles.
现在更加清晰明确的是，许多传统车企已经放弃了成为电动汽车领导者的努力，而真正专注于从其盈利的燃油车中获取尽可能多的利润。
Today Toyota raised its forecast for net profit for the current fiscal year to an all time high, $26.1 billion is the expectation which would be up 61% over last year.
今天，丰田将其本财年净利润的预测提高到了历史最高水平，预计为261亿美元，这将比去年增长61%。
They also raised expectations for operating profit of 1.5 trillion yen however, 1.18 trillion yen of that figure will actually come from the impact of foreign currency rates.
他们还提高了1.5万亿日元的营业利润预期，然而实际上，1.18万亿日元的这个数字将来自外汇汇率的影响。
The easiest way to think about this with the yen weakening for Toyota all of its overseas earnings when they actually take that currency and convert it back to the yen they're going to end up with more yen. And if the yen starts strengthening which it actually might in case the bank of Japan steps in, that adds more uncertainty.
在对于丰田来说，最简单的思考方式是，随着日元贬值，当他们实际将海外收益兑换回日元时，他们会得到更多的日元。而如果日元开始升值，这可能是因为日本银行介入的原因，这会增加更多的不确定性。
Their CFO did add there are still lots of concerns and in China the market behavior is changing.
他们的首席财务官确实表示仍有许多关切，并且在中国市场的行为正在发生变化。
In China in the first half of its fiscal year so far Toyota has sold the same number of vehicles compared to last year.
到目前为止，在中国的财年上半年，丰田的汽车销量与去年持平。
That sales in China and Toyota has lowered its projection for annual global EV sales to 123,000 down 39% from its previous forecast of 202,000.
中国市场的销售额使得丰田公司将其全球电动汽车年销售预测下调至123,000辆，比之前的202,000辆预测下降了39%。
So look, I know many people out there are pretty excited to see legacy OEM profits decline, sales decline, because that'll really be the nail in the coffin of ice vehicles and the true takeover of electric.
听着，我知道很多人都对传统汽车制造商的利润下降、销售下降感到兴奋，因为这将是内燃机车辆走向衰败、电动汽车真正接管市场的关键一步。
With everything we've seen over the past month it definitely feels like that time is going to be delayed.
从我们在过去一个月里见到的一切来看，确实感觉时间会推迟。
It could be another one year, it could be another three to five years.
可能还需要一年，也可能还需要三到五年。
Either way though, during that time with other automakers focusing more on their ice vehicles, focusing more on hybrids where you don't have all of this cost competition, it's literally just going to open up the door even wider for Tesla to continually gain more EV market share.
然而不管怎样，在那段时间里，其他汽车制造商更加专注于传统燃油车，而特斯拉则更加专注于混合动力汽车，避免了所有这些成本竞争。这实际上将进一步为特斯拉打开大门，不断增加其在电动车市场的市场份额。
The truth is none of these legacy CEOs want to be at the helm when their company is the one hemorrhaging billions of dollars trying to transition to EVs.
事实上，这些传统公司的首席执行官都不想在他们的公司在尝试转型为电动车时损失数十亿美元的关键时刻担任舵手。
And now they're all saying, well the customer is not showing demand for electric vehicles, the problem with that they're not showing demand for the EVs that they're making.
现在他们都在说，顾客对电动汽车的需求不高，问题是他们没有展示出对他们制造的电动汽车的需求。
The demand for compelling EVs is there, just look at what Tesla is doing.
有对吸引人的电动汽车的需求，只需要看看特斯拉在做什么就知道了。
The reality is these companies could not compete with Tesla if they were just focusing on EVs, but now that they're shifting their focus back to ice vehicles, things are somehow only going to become easier for Tesla.
事实是，如果这些公司只专注于电动汽车，它们无法与特斯拉竞争。但现在它们将重心转回传统燃油车，对特斯拉来说事情却会变得更容易。
Just the data point where the yen has been trading as of late, it's just shy of a 33 year low.
最近日元的交易位置，仅略低于33年来的最低点。
Toyota has also raised the hourly wages for US manufacturing, distribution center and logistics employees for the third time this year, historically it's usually only twice per year. The top hourly wage will go up to $34.80 and they cut the number of years to reach that wage from 8 down to 4.
丰田汽车公司今年已经第三次提高美国制造、配送中心和物流员工的时薪，按照历史惯例，这通常只发生两次。最高时薪将提高到34.80美元，并将达到这一时薪所需的年限从8年缩短为4年。
This latest increase will go into effect January 1st and it's actually a $2.94 raise or a 9.2% increase for top tier hourly employees. For skilled trades employees they got a raise of $3.70 up to $43.20 per hour.
最新的涨幅将于1月1日生效，对于最高层级的计时员工来说，实际上是增长了2.94美元，或者9.2%。对于熟练工种员工来说，他们的时薪将增加3.70美元，最高达到43.20美元。
As if we needed another anecdote to drive home the point, VW putting off a gigafactory due to sluggish EV demand. Oliver Bloom said based on market conditions including the sluggish ramp up of BEV market in Europe, there is for the time being no business rationale for deciding on further sites.
就像我们需要另一个例子来强调这一点一样，大众汽车因为电动汽车需求不旺而推迟了一家超大规模工厂的建设。奥利弗·布卢姆表示，根据市场情况，包括欧洲电动汽车市场的逐步增长缓慢，目前还没有商业理由决定进一步选址。
In fairness they do have three other sites in the works that combined should make 200 gigawatt hours of batteries per year but as we've seen all of these promises from legacy OEMs should be taken with a grain of salt.
公平地说，他们确实正在筹备另外三个工厂，总产能将达到每年200吉瓦时的电池生产量，但正如我们所见，传统汽车制造商的所有承诺都应以保留怀疑态度。
The wait time for the Model X all wheel drive that does now qualify for the tax credits has now been pushed back one month, now sits at January to February of next year before it was December to January.
现在，不符合税收抵免资格的Model X全轮驱动的等待时间已被推迟一个月，现在在明年一月到二月之间，之前是在十二月到一月之间。
This article was making its rounds if you scroll down you see the headline we send out broken cars according to a Tesla employee, this has to do with the strike that is seemingly taking place over in Sweden when it comes to certain mechanic shops.
这篇文章正在传播中。如果你向下滚动，你会看到一个标题：据一名特斯拉员工透露，我们发送了一些有故障的汽车。这与瑞典某些汽车修理店似乎正在进行的罢工有关。
They're saying Tesla mechanics don't have enough time to complete certain tasks and that the system rewards those who do a bad job because then you get better productivity on paper. With one employee saying we have received a direct order from the manager to send cars out before they are ready otherwise we can't reach the productivity goals.
他们说特斯拉技工没有足够的时间完成某些任务，而且系统会奖励那些做得不好的人，因为这样可以在文件上体现出更好的生产力。一名员工表示，我们收到了经理的直接命令，要在车辆准备好之前将其送出去，否则无法达到生产力目标。
However if you do a little digging we find something pretty interesting about this Doggens Arbit. I know that's probably not how it's pronounced but either way Doggens Arbit is one of the biggest Swedish trade union magazines.
然而，如果你稍微进行一些调查，我们会发现一些关于这个Doggens Arbit相当有趣的事情。我知道这可能不是它的正确发音方式，但不管怎样，Doggens Arbit是瑞典最大的工会杂志之一。
AKA the company organizing this strike in Sweden which we're getting mixed reporting on some saying workers are striking, others saying no workers are striking.
这个公司是在瑞典组织这次罢工，我们对其报道获得了不一致的信息，有些说员工正在罢工，而其他人则说没有员工罢工。
As with everything context is king so if you saw this personally I would not be putting too much stock into this.
就像任何情况一样，背景是关键的。所以如果你个人看到了这个，我不会给予它太多重视。
A quick nod to my Canadians the Quebec government just approved a 7 gigawatt hour energy storage manufacturing plant. This for a tech company R.A.Q. The first phase will be 7 gigawatt hours and eventually that arrives to 20 gigawatt hours about half of Tesla's Megapack factory.
快速向我的加拿大人表示，魁北克政府刚批准了一个7吉瓦时能量储存制造厂，为的是一个科技公司R.A.Q。第一阶段将拥有7吉瓦时的制造能力，最终将达到20吉瓦时，约为特斯拉Megapack工厂规模的一半。
Martin Vieja said the Cybertruck Lottery has the highest attendee sign up rate ever. Not really a big surprise.
Martin Vieja表示，Cybertruck彩票的参与者注册率空前高。这并不是什么大惊小怪的事情。
Ford is buying automotive power or AMP a smaller energy based company for their tech and talent. Ford declined to say how much it's spent all we really learn is that they have around 149 employees. Of which Ford will bring on the majority of.
福特汽车正在收购AMP汽车动力，这是一家更小的以能源为基础的公司，主要是为了获取其技术和人才。福特拒绝透露具体的花费金额，我们只知道他们有大约149名员工，其中福特将招募多数员工。
The founder of AMP actually previously worked on Tesla's engineering team.
AMP的创始人事实上以前在特斯拉的工程团队工作过。
All we really learn is that Ford is focused on accelerating EV adoption and improving charging experiences.
我们真正了解的是，福特致力于加快电动汽车的普及，并改善充电体验。
Don't forget check out ground news linked below to get advantage of those discounts with my code if you're interested. Thank you in advance if you do.
如果你有兴趣的话，请不要忘记查看下方链接，以便利用我的代码获得这些折扣优惠。如果你这么做的话，在此表示提前感谢。
Hope you guys have a wonderful day.
希望你们都能度过愉快的一天。
You can find me on X linked below.
你可以在下方的X上找到我。
Please like the video if you did and a huge thank you to all my Patreon supporters.
如果你喜欢这个视频，请给它点赞，并向我所有的Patreon支持者表示非常感谢。