The $25,000 Model 3 / Chevy Equinox EV Production / Acura's First EV ⚡️
发布时间 2023-06-06 21:03:34 来源
摘要
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00:00 - Tesla ADAS Job Postings EU
00:51 - YTD Global EV Sales Data
1:32 - Tesla Weekly Insured China
2:01 - $25,000 Model 3
2:56 - Tesla on Native Lands
3:18 - Solar City Lawsuit Over
3:51 - War for a Decade or More
5:36 - Tesla to Rivian Trfr
6:05 - Panasonic and Tesla
7:01 - Acura's First EV
7:38 - Chevy Equinox EV
8:13 - Rivian R1T Charging Fire
8:42 - Tesla Starts Lawsuit
9:09 - Racism Suit Looks for Class Action
9:32 - Rivian R1S Dual Motor EPA
10:07 - Tesla UK Incentive Program
10:28 - Model Y Physical Recall
10:40 - Model 3 LR Inventory
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#TeslaModel3 #ChevyEquinoxEV #AcuraEV
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Welcome to Electrified, it's your host Dylan Loomis, quick shout out to my newest patrons, Charles H. Randall R, Michael L, Vincent C and Paul H. Thank you for choosing to support the channel.
欢迎来到《电动化》，我是主持人迪伦·卢米斯。特别致谢给我的最新赞助人，查尔斯·H、兰德尔·R、迈克尔·L、文森特·C和保罗·H。感谢你们选择支持本频道。
As you can see on Tesla's career page, they currently have 13 different job postings listed across Europe with ADAS in the title, places like the UK, Finland, Switzerland, Spain, Norway, Italy, Turkey, Austria, Netherlands, Sweden and so on. Here's the job posting for Tesla's ADAS test operator, but here's the truth of the situation. In March of 2021, Tesla posted this same job in Canada. It was actually not until March 2022 that FSD Beta became available to customers in Canada. So yes, it's great to see this testing underway, but there's most likely still a multi-month wait ahead for people to get FSD Beta over in Europe.
正如您可以在特斯拉的招聘页面上看到的那样，他们目前在欧洲有13个不同的工作岗位，其中包括ADAS。这些岗位分布在英国、芬兰、瑞士、西班牙、挪威、意大利、土耳其、奥地利、荷兰、瑞典等地。以下是特斯拉ADAS测试操作员的招聘信息，但实际情况与此有所不同。2021年3月，特斯拉在加拿大发布了相同的职位。直到2022年3月，FSD Beta才能在加拿大用户中使用。所以，虽然很高兴看到这项测试已经开始，但是欧洲用户可能仍然需要等待数月才能获得FSD Beta。
Here we have data from real motion and year to date, globally 3.4 million EVs have been sold, which is actually up 34% over the same time period last year. And when it comes to the top 5 EVs sold globally, the Model Y is number one far and away and the Model 3 is still number two. I always love zooming out and seeing this high level data. So has the Model Y cannibalized some Model 3 sales? Sure, and is there some Osborne effect going on with the Model 3? Sure, but it's still doing well enough. And of all of the electric vehicles sold this year, 71% are full bev and 29% are plug-in hybrid.
在这里，我们有实际动态和年初至今的数据。全球已经售出了340万辆新能源汽车，相比去年同期增加了34%。而在全球销量最高的5款新能源汽车中，Model Y遥遥领先，而Model 3仍然位居第二。我喜欢将视角放宽，看看这些高层级的数据。所以，Model Y是否会占用一些Model 3的销售份额？当然，Model 3是否会出现奥斯本效应？也是的，但它仍然表现出色。今年销售的所有新能源汽车中，71%是全电动汽车，而29%是插电混合动力汽车。
We got Tesla's weekly insured data and the number 14,500. Plugging that data into the table, if you wanted to compare it to the same week in Quarter 1, that number was 13,266. In Quarter 1 from week 1 to week 9, the total was 71,106. And from week 1 to week 9 in Quarter 2, that number 94,363. So with about 4 weeks left, yes, we are on track for another record quarter.
我们得到了特斯拉每周保险数据，数字是14,500。将这些数据填入表格中，如果您想将其与第一季度同一周进行比较，那个数字是13,266。在第一季度从第1周到第9周，总数为71,106。在第2季度的第1周到第9周，这个数字是94,363。因此，还有大约4周的时间，是的，我们正在迈向又一个创纪录的季度。
It's now official. If you go to fueleconomy.gov, you will see all of the Tesla Model 3 and Model Y vehicles now qualify for the full tax credit. It's a beautiful thing. With so many clickbait and nonsense Tesla headlines out there in the mainstream media, every now and then you get one like this and it's just nice to look at for a second or two. How's that possible? Well, with the base Model 3 starting at $40.2,000, take off $7,500 from the federal tax credit and another $7,500 from a California credit, that gets you down to $25.2,000 lower than the starting price of a Toyota Camry at $26.3,000. Now yes, one would have to qualify for these credits and rebates, but they're there.
现在已经官方确认了，如果你去查看fueleconomy.gov，你会发现所有的特斯拉 Model 3 和 Model Y 车型都可以获得全额的税收减免。这是一件美好的事情。在主流媒体上存在着许多标题党和无意义的特斯拉新闻，不过偶尔你会看到类似这样的新闻，看上去很令人愉悦。这是如何实现的呢？由于基本的 Model 3 车型售价为40.2万美元，减去联邦税收减免的7500美元和加州税收减免的7500美元，就可以将价格降低至25.2万美元，比丰田凯美瑞的起价26.3万美元还要低。是的，你需要符合这些减免的资格，但它们确实是存在的。
Honestly, my biggest question when it comes to the Model 3, not what Project Highland will look like, but what will the cost of goods sold for that new vehicle be? I know those of you in upstate New York will greatly appreciate this one as we have Oneida in the nation partnering with Tesla to open up a new showroom and yes, delivery center. There will be a bit of a wait not expected to open until 2025, but this is Tesla's first sales service and delivery center in the region, saving people a multi hour drive down south.
说实话，对于Model 3，我的最大疑问不是高山计划会长成什么样子，而是新车的成本会是多少？我知道在纽约北部的一些人会非常欣慰，因为我们的Oneida国家正在与特斯拉合作，开设一个新的展厅和交付中心。预计要等到2025年才能开业，但这将是特斯拉在该地区的第一个销售服务和交付中心，使人们省去了长时间的南下旅程。
Finally, the legal battle that Elon and Tesla have been tied up in with regard to the solar city purchase back in 2016 is actually now over. Basically, Tesla shareholders were appealing the ruling that took place in 2022, but a trial court came to the conclusion that Tesla and Elon paid a fair price for the company, saying the trial court's opinion is replete with factual findings and credibility determinations. Those determinations have not been challenged and decidedly way in favor of Musk. Great to see this one finally come to an end.
最终，关于特斯拉在2016年收购太阳城的法律争夺已经结束。基本上，特斯拉的股东们对2022年的裁决提出上诉，但一审法庭得出的结论是，特斯拉和埃隆支付了公正的价格收购了该公司，法院的意见充满了事实发现和可信度评估。这些评估并未受到挑战，明确地支持马斯克。看到这一切终于结束真是太好了。
Here we have an article from Reuters and some industry analysts are saying we're now probably locked into having two separate charging standards coexisting for the foreseeable future. There's going to continue to be a standards war for a decade or more. I just want to say honestly, I think the longer this drags on, the more beneficial it will be for Tesla and Ford. All of the other companies will be manufacturing vehicles with CCS, investing in that supply chain, then their customers are going to realize that the CCS network is just subpar at best and unreliable.
我们这里有一篇来自路透社的文章，一些行业分析师认为我们现在很可能将长期使用两种不同的充电标准。标准之争可能会持续十年甚至更久。我想说的是，老实说，我认为这种局面拖延得越久，对特斯拉和福特就越有利。其他所有公司将会制造使用CCS的汽车，投资CCS的供应链，然后他们的客户们会意识到CCS网络最多只是次优且不可靠的。
Further, it's likely not going to get much better because one, public charging is not really a money printing business. And second, a lot of these small startups don't really have deep pockets to be spending too much money to improve the technology or the infrastructure. Honestly, their main incentive right now is money from the federal government. But if some of that funding actually shifts to the NAC standard and Tesla and Ford don't have to have CCS charging connectors to get some of that money, it would put those startups building out the CCS network in an even more precarious situation.
此外，未来情况可能不会有太大改观，因为一、公共充电并不是真正的赚钱业务。二、许多小型创业公司没有足够的资金来花费太多的钱来改善技术或基础设施。说实话，他们目前的主要动力是来自联邦政府的资金。但如果一些资金实际上转向NAC标准，特斯拉和福特不必拥有CCS充电连接器就能获得一些资金，那么建设CCS网络的初创公司将处于更加不稳定的局面。
And look at this to actually prove that point this company charger help is actually a company that exists only to fix broken EV charging stations that were not built that long ago. Some of you remember the study done by UC Berkeley that said around a quarter of the public charging stations actually didn't work.
看看这个，实际上证明了这个公司Charger Help是一个只存在于修复不久前建造的破损的电动汽车充电站的公司。你们中的一些人可能还记得加州大学伯克利分校做的一项研究，该研究指出大约四分之一的公共充电站实际上不能正常工作。
And I have to share this point in the midst of all of the technology and money and profits and competition and all of that. This lady that works for charger help said mass EV adoption is really important to me. My mom passed away from lung cancer about a year and a half ago. I live in a community where we have very poor air quality, getting folks to trust infrastructure to drive electric sits near and dear to my heart.
我必须在科技、金钱、盈利和竞争的大环境中分享这一观点。在一位为“充电协助”的女性表示，大规模电动汽车的推广对我来说非常重要。大约一年半前，我的母亲因肺癌去世。我生活在一个空气质量非常差的社区，让人们相信电动汽车基础设施的建设对我来说是非常重要的。
Just so you know, Tesla Q, the mainstream media will undoubtedly blow this one totally at a proportion. What we have here is somebody who worked in supply chain at Tesla and had his hand in some things with the cyber truck left to go to Rivian. That person, Mustafa El Akari, who has not updated his LinkedIn page yet, but he spent the last four and a half years at Tesla with a fairly extensive experience list. At Rivian, he's set to become the senior director of structures and raw materials.
只是告诉你，特斯拉的Q，主流媒体肯定会夸大其辞。我们现在所知道的是，有人曾在特斯拉的供应链工作过，并涉及一些关于Cybertruck的事情，现在该人加入了Rivian。这个人叫慕斯塔法·艾卡里，他尚未更新他的领英页面，但在特斯拉工作了四年半，有相当丰富的经验。在Rivian，他将成为结构和原材料的高级主管。
So honestly, good for Rivian. I know Rob touched on this one last night, but I just wanted to add some quotes he may have missed. Tesla recently told Panasonic they would buy as many batteries as Panasonic can make applying the pressure. In response, Panasonic it will add a 15th production line to gig in Nevada, go into operation in the year or two. They said the facility is already crammed, we can add just one more. And importantly, the way I'm reading between the lines, Tesla is okay delaying some of the 4680 production because Panasonic can make the 2170s a bit faster and maybe a few months faster. And that's just where all the money is right now from the IRA incentives.
说实话，Rivian做得很好。我知道Rob昨晚已经谈到了这一点，但我想补充一些他可能忽略的引用。最近，特斯拉告诉松下，他们将购买尽可能多的电池，施加压力。为此，松下将在内华达州的Gig工厂增加第15条生产线，将在一两年内投入运营。他们说工厂已经拥挤不堪，我们只能再增加一条。而且重要的是，根据我阅读其中的提示，特斯拉可以耐心等待一些4680电池的生产，因为松下可以更快地生产2170电池，可能快几个月。这正是IRA激励的钱流入的方向。
I just didn't want to gloss over this one because last year only 6% of new cars sold were electric vehicles in the United States. So if we're on our way to 20 plus, Tesla is definitely going to need all the batteries it can get. And I know a few quarters ago Tesla said they're no longer battery constrained, but it does not mean that will be the situation into perpetuity.
我只是不想掩盖这件事情，因为去年在美国售出的新车中只有6%是电动汽车。所以如果我们正在朝着20%以上的目标前进，特斯拉肯定需要尽可能多的电池。我知道几个季度前特斯拉说他们不再受电池限制了，但这并不意味着这种情况将永远存在。
We get a teaser of the first electric vehicle from Acura coming in 2024. One of the first things they're highlighting optimized route planning for recharging. They also mentioned features like Google Assistant, it'll have many built in Google apps in the UI. They talk about a digital driver instrumentation display, and they say 100% of Acura EV sales taking place online starting in early 2024 will be the ZDX and the ZDX type S. We have not yet seen a non camouflaged version of this car, but over the years I've definitely liked some accurate vehicles. So I'm looking forward to seeing this one from the GM authority blog.
我们首次看到 Acura 将于 2024 年推出的第一款电动汽车的预告。他们强调了针对充电的优化路线规划等特点。他们还提到了 Google Assistant 等功能，汽车的用户界面中将拥有许多内置的 Google 应用程式。此外，他们还谈论了数字化驾驶员仪表显示，并表示从 2024 年初开始，Acura 所有 EV 的销售都将在网上进行，并包括 ZDX 和 ZDX Type S。虽然我们还没有看到未经伪装的版本，但这些年来我确实很喜欢一些 Acura 车型。因此，我很期待从 GM 权威博客上看到这款车。
It looks like Chevy has started early production models of the upcoming Chevy Equinox scheduled to go on sale later this year. This at the plant in Mexico. This will be built on their new upcoming EV platform, the BEV 3. Although this is a CTF vehicle meaning a captured test fleet, that's really just for evaluation purposes. They're saying it's being built with a VIN meaning it could be sold at a later date. We like to give Mary and GM a hard time, but if they can sell this vehicle for $30,000 with a range over 250 miles, people will definitely buy it.
雪佛兰似乎已经开始生产即将于今年晚些时候上市的雪佛兰Equinox的早期生产型号了。这是在墨西哥工厂进行的。这将建在他们即将推出的新型电动车平台BEV 3上。虽然这是一辆CTF车辆，意味着它是捕获的测试车队，但这只是为了评估目的。他们说，这辆车已经有了VIN编号，这意味着它将来可能会被出售。尽管我们喜欢挑战Mary和GM，但是如果他们能以30,000美元的价格销售这个车型，并且使其续航里程超过250英里，人们肯定会购买的。
We have electric reporting there was a Rivian R1T fire as it was charging at an Electrify America station. However, this actually wasn't involving the battery pack. There's nothing official yet, but the word is that it may have actually started at the charge port, which is usually right up here on the front driver side of the R1T. Not usually always. I think it's important to know though sometimes these fires that start during charging can be a sign of a problem with the vehicle or a component that may lead to a recall in the future. So just wanted to get it out there.
我们收到了电子报告，称一辆Rivian R1T正在Electrify America站充电时发生了火灾。然而，实际上这并不涉及电池组。尽管还没有官方说法，但有消息称，火灾可能实际上是在充电口处开始的，该充电口通常位于R1T的前驱动侧。并不总是如此。我认为了解这一点很重要，因为有时在充电过程中发生的这些火灾可能是车辆或组件存在问题，可能会导致未来的召回。所以，我只是想把这个情况告诉大家。
So we had one legal situation ending for Tesla and now a new one has opened. If nothing else, this Zhang Yazu is definitely getting her five minutes of fame. So initial hearings have begun, but this one is actually a Tesla lawsuit directed at Zhang and not the reverse. Because her standing on the car shouting about Tesla's break failure is really damaged reputation of Tesla during that time. So far Zhang has filed a counterclaim and that's really all we know.
我们之前有一个针对特斯拉的法律问题得以解决，现在又出现了一个新的。毫无疑问，张亚祖肯定会得到她的五分钟的名气。现在初始听证会已经开始了，但这次是特斯拉针对张的诉讼，而非相反。因为她站在汽车上大声疾呼特斯拉的刹车失灵，这实际上损害了特斯拉的声誉。目前，张已经提出了反诉，这就是我们所知道的全部。
And this racism suit against Tesla stemming from Marcus Vaughn is also not going away. Now he's looking to move this to a class action lawsuit. Court filing says he has sworn statements from 240 other black former employees and contractors who claim they two were offended by graffiti and other things around the factory. A hearing on his request is scheduled for July 14th.
特斯拉公司面临一个来自Marcus Vaughn的种族歧视诉讼，而该诉讼也不会轻易解决。现在，他正在考虑将此诉讼转为集体诉讼。法庭文件称，他拥有240名其他黑人前员工和承包商的宣誓陈述，声称他们也因工厂周围的涂鸦和其他事情而受到了冒犯。对他的要求的听证会定于7月14日举行。
A member on the Rivian forums found a document with some data on the EPA data for the Rivian R1s dual motor. Depending on the tire configuration for the R1s dual motor range will be between 306 and 352 miles. And also for the R1s set to come later this year Rivian has the Max pack set to debut which could take R1s range up to 400 miles. And they're thinking that same pack on the R1T could take that to 450 miles.
一个Rivian论坛的会员发现了一份文件，其中包含了一些Rivian R1s双马达的EPA数据。根据R1s双马达的轮胎配置，其续航里程将在306至352英里之间。而且，为了满足今年晚些时候推出的R1s的需求，Rivian推出了Max电池组，可以将R1s的续航里程提升至400英里。他们认为，将同样的电池组应用于R1T，可以将续航里程提升至450英里。
And here's the most recent update from Rivian on the dual motor and large and dual motor and Max pack deliveries.
以下是来自Rivian关于双马达、大型双马达和Max pack交付的最新更新。
Tesla is now offering a new incentive program in the UK for people trading in their gas or diesel cars. But so far it's for the month of June only and only for customers whose cars have a trade in value of 2000 quid or less. For example if you have a gas trade in valued at 2000 quid you can get a discount of 4000 quid on a new model three or model y.
特斯拉现在为英国的那些想换掉燃油车的消费者提供了一项新的激励计划。但目前，此计划仅限于六月份，并且仅适用于车辆贸易价值在2000英镑或以下的客户。例如，如果你的燃油车的贸易价值为2000英镑，你就可以在购买新款Model 3或Model Y时获得4000英镑的折扣。
In case any of you are in the 137 people affected by this model y physical recall where the fastener for the steering wheel may be loose check your app a service center may need to tighten it for you.
如果你们中的任何一个人受到了这个Model Y物理召回事件的影响，其中方向盘的紧固件可能松动，请检查你们的应用程序，服务中心可能需要为你们紧固它。
In case you're looking we're now seeing some model three long range added to Tesla's inventory. And yes some like this one are discounted $500.
如果你正在寻找，我们现在正在看到一些Model 3长续航版加入到特斯拉的库存中。是的，像这个一样的一些车型会打$500的折扣。
You can find me on Twitter at Dylan Loomis22 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.
你可以在Twitter上找到我，我的账号是Dylan Loomis22。希望你们有美好的一天，如果你们喜欢这个视频请点赞。感谢所有支持我的Patreon支持者！