Tesla Scores Major Charging Wins + Huge China Numbers
发布时间 2023-06-28 06:51:22 来源
Hey everybody Rob Man, we're here and today we've got a couple of big things to talk about, a lot of different news in the charging arena relating to NACS and then we have a huge, huge number for Tesla in China as well.
大家好，我是罗布·曼。今天我们有一些重要的话题要讨论，有关NACS的充电领域的各种新闻，还有关于特斯拉在中国的巨大成就。
So looking at the stock Tesla today up 3.8% nice day closing at $250.21, how long does strong NASDAQ up 1.65% on the day to day?
所以看了看今天的特斯拉股票，上涨了3.8%，收盘价为250.21美元，那么纳斯达克指数强劲的1.65%涨幅持续多久？
We've seen a number of times, it just shows that there are going to be some security sold, as well as the first European automaker to sign an agreement with Tesla giving current and future Volvo car drivers access to Tesla's mass supercharger network across the US, Canada and Mexico.
我们已经看到了很多次，这只是表明将会有一些安全问题出售，同时还是首家与特斯拉签署协议的欧洲汽车制造商，使现在和未来的沃尔沃汽车车主可以使用特斯拉在美国、加拿大和墨西哥范围内的大规模超级充电站网络。
So they say that they will be able to access those 12,000 chargers and just like all the other agreements that we have heard, they say that they will begin in 2025 to install the NACS as standard on their vehicles in North America. So exciting to see that, we talked previously about how domestic automakers Ford and GM had jumped on board still waiting on some slantas, things will come back to that a little bit.
所以他们说他们将能够使用这些12,000个充电器，就像我们听说的其他协议一样，他们说他们将从2025年开始在北美将NACS作为标准安装在他们的车辆上。很令人激动能看到这一点，我们之前讨论过国内汽车制造商福特和通用汽车已经加入其中，还在等待其他一些斜坡，稍后会回到这个话题上。
The big question was if there would be foreign automakers that start to adopt this in North America as well and once one of them did, it would put pressure on the other members of that kind of group to do the same. And we now have that first sort of domino of that sort of group there falling with a Volvo making this announcement today. So I think it's exciting to see and then there's one other thing we'll talk about here, but just to wrap up with the Volvo announcement, they do say that they like Ford and GM will be integrating this with their Volvo cars app.
这个重要的问题是，是否会有外国汽车制造商也开始在北美采用这种方式，一旦有其中一个这样做了，将会对其他同类组织的成员施加压力，迫使他们做同样的事情。现在我们已经看到了这个组织中的第一个像多米诺骨牌一样倒下的例子，沃尔沃今天宣布了这个消息。所以我认为这是令人兴奋的事情，然后还有一件事我们将在这里讨论，但是只是为了总结一下沃尔沃的宣布，他们确实表示会将其与他们的沃尔沃汽车应用程序整合使用，就像福特和通用汽车一样。
So it does sound like they'll be able to have connectivity from directly from the app for Volvo with real time information on availability of chargers, paying through the charging session through one interface and most likely integrating that with things like navigation as well like we heard from Ford. So it looks like Tesla opening up the API there. Again no details on how those types of deals would be structured if there really is much of a structure, but interesting to see that as well.
所以听起来他们似乎能够通过 Volvo 应用直接享受连接性，获得充电桩的实时可用信息，并能够通过一个界面来支付充电会话费用，并且很可能与导航等功能进行整合，就像我们从福特那里听到的一样。所以看起来特斯拉正在开放 API。再次强调，并没有详细说明这些交易将如何构建，如果真有建立结构的话，但是能看到这一点很有趣。
Now the other big announcement on charging, which although Volvo probably catching most of the attention and for good reason today as it is big news, but another big piece of news on charging was that the SAE Society of Automotive Engineering International announced today that it is going to be standardizing the North American charging standard connector and ACS connector.
现在另一个关于充电的重大公告，尽管沃尔沃可能是今天引起最多注意的原因，也是有很好的理由，因为这是个重大消息，但充电方面的另一大新闻是，国际汽车工程师学会（SAE）宣布将标准化北美充电标准连接器和ACS连接器。
So this is a process that we heard other automakers talk about. I can't remember which automaker it was specifically talking about how they were evaluating adopting NACS, but there were some standardization things yet to come and this is what that would be.
这是一个我们听说过其他汽车制造商谈论的过程。我记不清是哪个汽车制造商具体谈论他们正在评估采用NACS，但还有一些标准化的事情有待解决，这就是它的意义所在。
So when they do this, they say this will ensure that any supplier or manufacturer will be able to use manufacturer or deploy NACS connector on electric vehicles and charging stations across North America. So pretty big deal. This was announced by the White House today as well and they do say that this is going to be happening on an expedited time frame.
当他们这样做时，他们表示这将确保任何供应商或制造商能够在北美范围内使用制造NACS连接器或部署在电动汽车和充电站上。 这是一件相当重要的事情。白宫今天也宣布了这一消息，并且他们表示这将在一个加快的时间框架内实施。
I think I read elsewhere that that means something like six months, which actually is pretty quick for this type of an update. So also pretty significant news. And once that is standardized, again, that should allow further adoption.
我记得在其他地方读到，那意思大概是六个月左右，对于这种更新来说实际上相当迅速。因此，这也是相当重要的新闻。一旦标准化，这应该会促使进一步的采用。
I think kind of where we could go from here is probably a couple of paths where maybe right now everyone just kind of sees this is happening and jumps on board. I think the more likely path is that everyone sees this is happening, but doesn't really want to admit that it's happening and waits for it to become standardized through this process.
我认为接下来可能有几种可能的发展方向，其中可能有一个是现在大家都看到了这个情况并跟随其中。但我认为更有可能的情况是大家看到了这个情况，但并不愿意承认它正在发生，并会等待它通过这个过程的标准化。
And then once it is, they can just kind of slowly integrate it and not really make too big of a deal out of it. So my guess is that automakers to kind of, you know, save a little bit of face here will probably take that route. But at this point, you know, the trend is very clear of where this is heading. It seems like now that this sort of foreign automaker domino has fallen, now that the standardization is going to be in process. It's just hard to make a case for anything else truly becoming the standard or even competing for the standard here in North America.
然后一旦这样做了，他们可以慢慢地融入其中，不会太过大惊小怪。所以我猜想，为了保持一点面子，汽车制造商可能会选择这条路。但目前来看，这个趋势很明显地指明了未来的方向。现在这个“外国汽车制造商多米诺骨牌”已经倒下，标准化进程将会开始。很难提出其他任何真正成为标准或者对标准进行竞争的理由，尤其是在北美地区。
So it's exciting. It obviously puts Tesla in good position with the infrastructure that they've already built out serving this and the agreements that they've got with these other automakers to be able to continue to maintain that leadership position. And hopefully leverage that network over time, both to help actually advance adoption of electric vehicles.
所以这是令人兴奋的。这显然使得特斯拉在已经建设完善的基础设施和与其他汽车制造商达成的协议方面处于有利地位，以便继续保持领先地位。希望随着时间的推移，能够充分利用这个网络，既有助于推动电动汽车的普及，又能提升特斯拉在市场上的地位。
This is, you know, huge for other brands and then Tesla will be in a great position to really be providing that infrastructure, providing that fuel to these vehicles. So exciting on both fronts there. Also exciting. We do have some news out of China.
这对其他品牌来说是巨大的，之后特斯拉将处于一个极佳的位置，真正为这些车辆提供基础设施和燃料。这方面令人兴奋。同时，我们还有一些来自中国的消息也令人兴奋。
Usually on Tuesdays, we get the insured vehicle numbers for the week. And although we saw a bit of a downtrend last week in the week over week numbers, that popped right back up to 16,700 for the week of June 19 to June 25th. So although I was expecting it to taper off a little bit because of the rumors about shutdowns for Project Highland, which probably impacts supply of Model 3 availability, which obviously would then impact sales numbers. It's not what we saw here popping back up.
通常在星期二，我们会获取到本周被保险的车辆数量。尽管上周我们在周同比数据上看到了稍微的下降趋势，但从6月19日到6月25日的这一周，数字又回到了16,700。因此，尽管我之前预期由于高地计划关于关闭的传言会导致Model 3供应减少，从而显然会影响销售量，但情况并非如此，数字又回升了。
This is the third highest week in the last three quarters. And this actually puts Tesla at 142,000 vehicles insured in China in the first 12 weeks of this quarter, starting back on April 3. So even you've got a couple of days there too from last quarter that are in the insured vehicle numbers falling in here too. So somewhere above 142,000 already, the prior record from insured vehicle perspective was 137,000 across 13 weeks in Q1, I believe it was. So for Tesla to already set this record, they've still got nearly a full week left before the quarter end. So this is going to continue to increase.
这是过去三个季度中排名第三的最高周次。实际上，截至本季度的前12周（从4月3日开始），中国地区的特斯拉已经保险续保了142,000辆车辆。因此，即使你还有一些来自上个季度的数据也包括在保险车辆数量中。所以已经超过142,000了，之前的保险车辆数量纪录是第一季度的13周达到137,000辆。所以特斯拉已经创下这个纪录，而且在本季度结束前还剩下将近一周的时间。所以这个数字还将继续增加。
And with all the consternation, I would say about demand in China, it's really great to see Tesla put up such a strong number with even a little bit of time to spare with 12 weeks through the first quarter, they were at 122,000. So already 20,000 above that. And again, the record was 137,000. So already 5,000 ahead of the prior record with a few full days to spare. So at the end of the quarter, we could see this beat the previous record by 10%, maybe even a little bit more than that amount. So I'm thrilled with this number.
对于中国市场的需求，我非常高兴地看到特斯拉在第一季度已经达到了如此高的销量——在距离第一季度结束还有12周的时候，他们的销量已达到了122,000辆。所以目前已经超过了这个数字，已经达到了137,000辆的纪录。所以在这个季度结束时，我们有可能看到销量比上一纪录高出10%，甚至可能更多。对于这个数字，我非常兴奋。
Again, I expected this to kind of taper off a little bit as we got to the end of the quarter, but we're kind of seeing anything about that at least in the second to last week. So I'm very happy with that. And hopefully we have a strong last week as well, which kind of bodes well for the Q2 numbers, which we'll talk more about later this week.
我原本期望这种情况在本季末逐渐减少，但在倒数第二周，我们还没有看到任何降低的迹象。所以我对此感到非常高兴。希望我们的最后一周也能很强劲，这对于第二季度的数字来说是一个好兆头，我们将在本周晚些时候讨论更多。
All right, another kind of exciting story after exciting story here, but this one is too. This is from automotive news covering updates from S&P research, looking at brand loyalty in the automotive segment. And we've got a couple of updates here on Tesla start kind of at the bottom or the midpoint here saying that Tesla has again topped the loyalty ranking for automotive luxury brands at 68%. This is measuring retention essentially. So customers that are buying a Tesla and then continuing to buy the same brand.
好的，这里又是一个令人兴奋的故事，但这次也一样。这是来自汽车新闻的报道，涵盖了S&P研究公司的更新，重点关注汽车领域的品牌忠诚度。我们在特斯拉这里有一些更新，从底部或中间开始，称特斯拉再次在汽车豪华品牌的忠诚度排名中位居榜首，达到68％。这实际上是衡量保留率的方式。因此，这些客户在购买特斯拉后继续购买同一品牌的汽车。
So 68% loyalty ranking for Tesla, they say that that is 18.8 points above BMW in second place amongst those luxury brands. As far as other brands go, they say that Ford was the main or the highest loyalty brand among mainstream brands as they classify it. So this automotive news article for whatever reason led with that instead of Tesla at, you know, a significantly higher percent, Ford was at 59.5%. So Tesla still even eight points above that, which given again, all of the discussion around Tesla's brand and how maybe that has been fairing over the last 12 months, you know, still seeing very high brand loyalty across a number of different surveys now that we've talked about.
根据他们的说法，特斯拉的忠诚度排名达到了68%，比第二位的宝马高出了18.8个百分点，居于奢侈品品牌中的首位。而对于其他品牌，他们认为福特是主流品牌中忠诚度最高的品牌。这篇汽车新闻文章以这一结果为导向，而并没有突出特斯拉的高达59.5%的忠诚度，而特斯拉的忠诚度即使超过福特高出八个百分点。这表明在过去12个月里，特斯拉品牌的讨论虽然很多，但仍然在多个不同调查中保持着很高的品牌忠诚度。
And you know, not that this is a survey, but number of surveys and then again, statistically here from S&P research. So I think great to see that a positive sign that that hasn't really been significantly damaged. And I also enjoyed this little comment here that the percentage of customers who migrated from Toyota to Tesla was up 2.1 points to 5% year over year. And Toyota actually had one of the largest drops. They were down 5.7% from where they were last year.
你知道的，并不是说这是一项调查，但是根据S&P研究的数据，调查的数量越多越好。所以我认为很高兴看到这是一个积极的迹象，表明这并没有受到显著损害。我还喜欢这里的一个小评论，即从丰田迁移到特斯拉的客户比例在去年增长了2.1个百分点，达到了5%。而丰田的销量实际上下降了5.7%，比去年低。
So interesting to see kind of that that switch over from Toyota to Tesla, which I certainly enjoy seeing in particular quote here says there's no doubt that Toyota Honda and some other Asian brands are being impacted tremendously by Tesla. But if we listen to Toyota, they would certainly not acknowledge that to say the least. So really cool to see that. And again, hopefully a good sign for Tesla's brand. Tesla's brand loyalty was up 5.4 points since the first four months of 2019, so comparable period four years ago.
很有趣看到那种从丰田转向特斯拉的转变，我特别喜欢看到这一点。有人说，毫无疑问，丰田、本田和其他一些亚洲品牌受到了特斯拉的巨大影响。但如果我们听从丰田的话，他们肯定不会承认，至少可以这么说。所以真的很酷。而且，希望这对特斯拉的品牌来说是一个好的信号。特斯拉的品牌忠诚度自2019年的前四个月以来上升了5.4个百分点，与四年前的相同时期进行比较。
So again, when we hear the complaints about the brands, it does not seem to be playing out all that significantly, at least according to things like this.
所以，当我们听到关于品牌的抱怨时，根据这样的情况，似乎并没有发生太大的变化。
All right, a couple more things on charging and then just one other item. So charge point, although we'd already heard that they were looking at adding NACS, they officially announced availability of the NACS connector on options for new orders for their charge point systems. So pretty quick movement there. They had previously said with that announcement that this had already been in the works. So not super surprising to see that, but nice to see how quickly it's been moving.
好的，关于充电方面还有几点需要提及，然后就只剩下一个事项了。充电桩方面，虽然我们已经听说他们在考虑增加NACS连接器，但他们正式宣布将NACS连接器作为新订单充电桩系统的选项可供选择。这个动作相当迅速。之前他们已经表示了这个消息已经在进行中，所以看到这个并不让人感到太惊讶，但能看到事情进展得如此迅速还是很高兴的。
And then the other charging updates, I can't really explain this very well because I don't know if it's because it's 1.30 in the morning, but I tried to read through this press release at least twice. And I just couldn't make it through.
然后是关于其他充电更新的内容，我无法很好地解释它，因为我不知道是否因为现在是凌晨1点30分的原因，但我至少试着阅读了这份新闻稿两次。但我根本看不懂。
This is from Stellantis. They have announced that they are launching their free to move charge to make it easy to always be charged. So again, I read through this. I don't really know exactly what they're saying. It's a 360 degree ecosystem that will seamlessly deliver charging and energy management to address all EV customer needs anywhere and in any way.
这是来自斯泰兰蒂斯的消息。他们宣布推出"Free to Move Charge"，以便让电动车充电变得容易。所以我再次阅读了一遍。我并不真正知道他们在说什么。它是一个全方位的生态系统，可以无缝地提供充电和能源管理，以满足任何地方和任何方式的电动车用户需求。
So I don't know. I don't know if you guys find it as humorous as I do, but it kind of made me laugh at whatever this announcement is. It's multiple, you know, multiple pages here in probably a word document and I just don't know what's going on. But if someone wants to provide any information on that in the comments today, please do so.
所以我不知道。我不知道你们是否觉得这个公告跟我一样好笑，但它在某种程度上让我笑了。这是多个页面，可能是一个 Word 文档，我不知道在发生什么。但如果今天有人愿意在评论中提供任何相关信息，请务必这样做。
I also think it's just interesting timing for them to be announcing charging efforts. Well, obviously everything is going down on that ACS. So we'll move on for that and apologies for not reporting on that very well.
我也觉得他们宣布收费努力的时机很有意思。显然，所有事情都发生在那个 ACS（指某个具体事件/事情，上下文不明确）。所以我们将继续处理那个事情，并对此没有进行很好的报道表示歉意。
But we do have a final update here from Yahshu who has looked into the advertising situation we talked about yesterday, a little bit more. Remember we had reported on an advertising popping up on Google search in the UK and it looks like that has happened in some other locations. So, you know, he's Yahshu has found this in 18 different ads from Google's transparency tool from Tesla in various different ways. Looks like some Cecil Solar stuff there, some things in the UK like we had talked about yesterday, a number of different ads than in the US as well.
但是我们确实有最终消息来自Yahshu，他对我们昨天谈到的广告情况进行了更详细的调查。记得我们曾报道在英国的谷歌搜索中出现了一则广告，看起来这种情况在其他一些地方也发生了。所以，你知道的，Yahshu在谷歌的透明度工具中找到了18个来自特斯拉的不同方式的广告。似乎有一些Cecil Solar的内容，有一些与我们昨天谈论的英国相关的东西，还有一些美国的不同广告。
So it does look like Tesla, you know, we weren't we're in 100% sharon at yesterday, maybe closer to 100% today, maybe not fully there, but it does look like Tesla is, you know, dipping their toe in the advertising game on Google, which probably a good and easy simple way to get started with those types of things. So interesting to see that as well.
所以看起来像是特斯拉在谷歌上开始纳入广告游戏，我们昨天可能不完全确定，但今天可能接近100%，也许还没有完全达到，但确实看起来像是特斯拉在谷歌上开始试水广告领域，这可能是一个好的、简单的入门方式。很有意思看到这一点。
And then I wrap it up for today. Well, one more thing. I do not really think that there's going to be an episode tomorrow. Actually, again, another late night here tonight. I'm just probably not going to be able to make it work tomorrow. I'll do my best, but I would expect probably Thursday to be the next episode. So just wanted to give an update on that in case there is not one tomorrow.
然后我就暂告一段落吧。嗯，还有一件事。实际上，我不太认为明天会有一集节目。事实上，今晚我又得熬夜了。明天我可能就没法安排好时间。我会尽力的，但是我估计下一集可能要等到星期四了。所以只是想在这里更新一下，以防明天没有节目。
But again, that'll wrap it up for today. As always, thank you for listening. Make sure you're subscribed and signed up for notifications. You can also find me on Twitter at Tesla podcast and we'll see you probably on Thursday for the June 30th episode of Tesla Daily. Thank you. I guess that'd be the 29th. Sorry. We're one day ahead right now. Whatever June day it'll be on Thursday. Thanks.
但是再说一次，这就是今天的全部内容了。如往常一样，感谢你们的收听。记得要订阅并开启通知。你也可以在Twitter上找到我，用户名是Tesla podcast，我们可能会在6月30日的Tesla Daily节目上再见。谢谢你们。我想那将是29号。抱歉，我们现在提前了一天。无论是6月的哪一天，周四我们再见。谢谢。