Model 3 Performance Details / Price Cuts and Considerations / BMW: Peak ICE Is Here ⚡️

Welcome to Electrified, it's your host Dylan Loomis, quick shout out to my newest patrons, Charles S and Steven P. Thank you for choosing to support the channel.

欢迎来到Electrified，我是主持人Dylan Loomis。首先要向我的最新赞助者Charles S和Steven P大声致谢。感谢你们选择支持这个频道。

S3 Partners released some new Tesla short information, now no longer the most shorted stock in terms of overall short interest falling to third, but when it comes to the percent of the overall float, Tesla sits at number six of the top 25 most shorted companies. In case you're new to the Tesla story though, if you go back to 2018, the short interest as a percent of Tesla's float at the time was 26%. So yes, the dollar value of about $18.5 billion is higher now, but as a percent of the overall float, much lower. Fun fact, Tesla shorts were down $12.5 billion in 2023 marked to market losses, or down 64.5% on an average short interest of $18.9 billion. Overall, shorts down $61.9 billion since 2010.

S3 Partners发布了一些新的特斯拉空头信息，现在特斯拉已经不再是总空头利益最高的股票，下降到第三位，但就总流通股比例而言，特斯拉位列前25个空头利益最高的公司之六。如果你对特斯拉的故事还不了解，回顾到2018年，当时特斯拉的空头利益占流通股比例为26%。所以是的，现在的约185亿美元的金额更高，但作为总流通股比例来看，要低得多。有趣的事实是，特斯拉空头在2023年的场外交易损失达到125亿美元，或相对于平均180亿美元的空头利益下跌了64.5%。总体而言，自2010年以来空头利益下跌了619亿美元。

We know the Model 3 performance is supposed to come with new sport seats that have been touched on a few times. Now we've seen one of these seats in the real world in a test vehicle in Europe. This image from Drive Tesla Canada is one of these sport seats that Tesla accidentally revealed in the Model S Plaid Service Manual last year.

我们知道Model 3 Performance应该配备全新的运动座椅，这个话题已经提到过几次了。现在我们在欧洲的一辆测试车中实际看到了其中一个座椅。这张图片来源于Drive Tesla Canada，是特斯拉去年在Model S Plaid服务手册中意外泄露的这种运动座椅之一。

The latest Model 3 performance upgrade expectations from Tesla Scope, a newly designed rear spoiler, an updated user interface for track mode, along with other hardware changes that they could not share. It may also include an upgraded suspension, an upgraded motor, suspected to be a plaid motor, sport brakes, and a new wheel design. And no promises with this one, but based on recent rumors, an announcement could come this month, and if it does, deliveries could begin as soon as March.

特斯拉对最新一款Model 3性能升级版本的期待包括以下几个方面：Tesla Scope的新设计后车尾扰流板、更新后的赛道模式用户界面以及其他未能公开的硬件改进。此外，该升级版本可能还包括升级悬挂系统、升级电动机（据称为plaid电动机）、运动刹车以及新的轮毂设计。虽然不能给出确切承诺，但根据最近的传闻，有可能在本月公布该升级版本，并且如果真的公布，则交付将于三月开始。

Here's the actual post from Fidel, and unfortunately, it's not the best quality. Still plenty of debate on if this could be ludicrous or plaid. Last year, very briefly, we saw the ludicrous badging on the upgraded performance Model 3. And if you're looking for the distinction between ludicrous and plaid, here it is, it's understandable why people often get them confused. Personally, I still have all of this in the rumor category, but Fidel did say he can confirm there's no perforation in those seats. Matthew D.R., who has had some good information in the past, also added in addition to the bucket seat style. This should be a serious upgrade relative to the prior version, with light forged wheels with the potential option for carbon, with summer performance tires, and additional airl for added downforce on the body. No word on which markets globally may see the Model 3 performance first, but there's a chance by the end of Q1, it's available somewhere.

以下是Fidel的实际帖子，不幸的是，它的质量不是最好的。关于这是否可笑或方格还存在很多争论。去年，我们简要地在升级版的Model 3上看到了可笑的徽章。如果你想区分可笑和方格，就在这里，可以理解为什么人们经常混淆它们。就个人而言，我仍然把所有这些放在谣言类别，但是Fidel确实说可以确认座椅上没有穿孔孔。过去曾经提供一些有价值信息的Matthew D.R.也补充说，除了桶座风格之外，这应该是一个与之前版本相比的严肃升级，带有轻型锻造轮毂，有可能选装碳纤维，搭配夏季性能轮胎，并在车身上增加额外的空气动力学。还没有消息透露哪些全球市场可能会首先看到Model 3 Performance版本，但有可能在第一季度末，它将在某个地方上市。

Gary Black is having a frustrating start to 2024, with price cuts in China, and now price cuts for the Model Y across most of Europe. In Germany, a market under the microscope for Tesla right now, the long range and performance were cut by around $5,400, or about 8-9%, the rear wheel drive cut around $2,000 or 4%. For other countries like France, Denmark, Netherlands, Norway, and Italy, the average price cut for the Model Y has been right around 7%. Fortunately for some consumers in Italy, some variants of the Model Y will now qualify for an incentive program.

2024年初，加里·布莱克（Gary Black）的处境相当沮丧，中国市场的价格下调以及在欧洲大多数地区的Model Y降价。在德国，特斯拉正在密切监视的市场，长续航和性能版本的价格下调了约5400美元，约下调了8-9%，后驱版本下调了约2000美元，下调了约4%。对于法国、丹麦、荷兰、挪威和意大利等其他国家，Model Y的平均降价幅度约为7%。幸运的是，对于意大利的一些消费者来说，部分Model Y的车型现在有了参加激励计划的资格。

Some things to keep in mind, at least for now, the Model 3 is unchanged. When it comes to Model Y sales in Europe, in quarter four, they made up about 10% of Tesla's global deliveries. The word is around 2-thirds of new car sales in Germany are actually commercial for these corporate car purchases, where these OEMs have standing relationships with some of these corporations, where the OEMs are offering certain incentives. And right now, it sounds like Tesla is not an option for some of these corporations for whatever reason.

目前要记住的一些事情是，Model 3没有发生任何改变。至于Model Y在欧洲的销售，在第四季度，它们占特斯拉全球交付量的大约10%。据说德国约有三分之二的新车销售实际上是为企业购车而进行的，这些原始设备制造商与其中一些公司有着长期的合作关系，并提供一些激励措施。而目前的情况是，由于某些原因，特斯拉对其中一些公司来说并不是一个选择。

Price cuts always lead to margin compression talk, but we have to keep in mind Tesla's continual efforts to drive down its cost of goods sold, from Q2 2022 to Q2 of 2023, they've averaged about a 2% reduction in cost of goods sold per quarter. We have to keep in mind the end of subsidy programs in both Germany and France, in Germany specifically it was up to $7,300 for EVs. This was supposed to run until the end of 2024, but due to a court ruling in Germany blowing up the budget, they had to end it early. So in two of Tesla's bigger European markets, they may just be wanting to offset the loss of those subsidies. Higher borrowing costs are not just a problem in the United States, but across the EU as well. To combat this, Tesla is now offering 0% financing in Germany. In some countries, the Model Y is now the same price as a Model 3. So we'll see how long that lasts. The Model Y is in a quarterly sales decline in Germany. We'll show you that shortly.

价格下降总是会引起利润压缩的讨论，但我们必须记住特斯拉不断努力降低其销售成本，从2022年第二季度到2023年第二季度，他们平均每个季度降低约2%的销售成本。我们必须记住德国和法国两国补贴计划的终止，在德国特别是针对电动车的补贴高达7300美元。原本该计划将一直持续到2024年底，但由于德国法院的裁决导致预算超支，他们不得不提前终止该计划。因此，在特斯拉的两个较大的欧洲市场中，他们可能只是想抵消这些补贴的损失。更高的借贷成本不仅仅是美国的问题，整个欧盟也面临相同困难。为了解决这个问题，特斯拉现在在德国提供0%的融资。在某些国家，Model Y的价格现在与Model 3相同。所以我们将看到这种情况能持续多久。Model Y在德国的季度销量正在下降。我们很快就会向您展示这一点。

BYD just announced some big price cuts in Germany itself. We talked about the China price cuts last week. A lot of people are speculating is Tesla clearing out inventory for the Juniper refresh. Personally, I've been expecting the Model Y refresh in the second half of this year, and these price cuts are for new vehicles, now in addition to some inventory discounts as well.

比亚迪刚刚宣布了在德国市场的大规模降价。上周我们谈到了中国市场的降价。很多人都猜测特斯拉是为了即将到来的Juniper更新而清理库存。就我个人而言，我一直期待着今年下半年的Model Y更新，而这些降价是针对新车的，现在还加上了一些库存折扣。

For Juniper, when the dealers start pooling Model Y's from test drives, that could be a good sign that the refresh is imminent if it follows the Model 3 arc. And look, I know not everybody likes the price cut strategy from Tesla, but they flat out told us this was what they were going to do no matter what happens to margins. They'll put the prices wherever they need to be to ensure that they can see continued volume growth, making Tesla vehicles more accessible to more people, hopefully ahead of a Robotaxi launch sometime in the next few years.

对于Juniper来说，当经销商开始从测试驾驶中聚集Model Y时，如果这一刷新遵循Model 3的发展轨迹，那可能是一个好兆头。而且，我知道并非每个人都喜欢特斯拉的降价策略，但他们坦率告诉我们，无论利润率如何变化，他们都会坚持这样做。他们会将价格调整到他们需要的地方，以确保能够持续增长销量，使特斯拉的车辆更多人能够购买，希望能在未来几年内在推出Robotaxi之前实现这一目标。

Just to show you, here's that 0% interest offer in Germany. This is from Troy Tesla showing us the global cost of goods sold for the Model 3 and Y. From quarter to 2022 to Q2 2023, they drove down COG's 8.1%, divided by 4 quarters, is roughly 2% per quarter. Plus, it's not just a one off, they've done this before as well. Then of course, we had the supply chain issues and the inflationary environment in between.

只是为了向你展示，在德国这里有一个0%利息的优惠。这是Troy Tesla向我们展示的Model 3和Y的全球销售成本。从2022年第一季度到2023年第二季度，他们将销售成本降低了8.1%，平均每个季度约为2%。而且，这并不是第一次他们这样做了。当然，我们还遇到了供应链问题和通货膨胀环境。

Now touching on Germany because it is something to watch. Yes, the Model Y was the best selling full be-ev in Germany for 2023, outselling the ID 4 and 5 combined. This chart from AJ on X. However, at the moment, the trend is not our friend in Germany when it comes to overall Tesla sales since Q4 of 2022, they've been on a sequential quarterly decline. Don't forget though, a lot of this decline was driven by the Model 3 and specifically the change over to the Model 3 plus, so we'll see how the first few quarters of this year pan out in Germany. Gransky-Methings not really a big deal, just something to keep an eye on and try to learn what's going on.

现在来说说德国，因为这是一个需要关注的问题。是的，Model Y在2023年是德国最畅销的全电动SUV，销量超过了ID 4和ID 5的总和。这幅来自AJ的图表展示了这个情况。然而，目前来看，德国的整体特斯拉销售趋势并不理想，自2022年第四季度以来，连续几个季度都在下降。但是请不要忘记，这种下降在很大程度上是因为Model 3的影响，尤其是Model 3 Plus的改变，所以我们将会看到今年前几个季度德国市场的表现如何。Gransky-Methings并不是一个大问题，只是需要密切关注并努力了解情况。

From Axios, Uber is now working with Tesla to encourage their drivers to switch to EVs. They're doing that by sharing data with Tesla where its drivers do most of their trips, starting in New York City, that'll help demonstrate where charging infrastructure is most needed. Uber is also offering drivers incentives up to $2,000 on the purchase of a Model 3 or Y and their hosting test drive events at select Tesla stores. These incentives are in addition to the IRA credits and Uber drivers will get a referral code to purchase a new Model 3 or Y directly from Tesla, they must take delivery by March 31st and complete 100 trips by May 15th to qualify.

来自Axios的消息，Uber与特斯拉合作，鼓励他们的司机转向电动汽车。他们通过与特斯拉共享数据来实现此目标，数据显示特斯拉的司机在哪些地区进行大部分行程，首先在纽约市开始。这将有助于展示充电基础设施最需要的地方。Uber还为司机提供高达2000美元的激励，用于购买Model 3或Y，并在特定的特斯拉门店举办试乘活动。这些激励是额外的，Uber司机将获得一个推荐码，可以直接从特斯拉购买新的Model 3或Y，但必须在3月31日前交付，并在5月15日前完成100次行程才能符合资格。

Now, when you go to the Model S and X configurator on Tesla's website, the only free paint color option is Stealth Gray, all other options now again have a charge. As you can see with the way back machine dating back now a few months, all paint colors for the Model S and X were included. Since paint is a part of the vehicle, this now means that only the base Model X in Stealth Gray will actually qualify for the IRA tax credits. Any other color option and you lose the full credit. The Model S of course does not qualify for the tax credits but same situation with the paint colors.

现在，当你进入特斯拉的网站上的Model S和Model X配置器时，唯一免费的涂装颜色选项是隐形灰，其他所有选项现在都需要额外付费。从机器回溯的方式可以看到，几个月前，Model S和Model X的所有涂装颜色都是包含在内的。由于涂装是车辆的一部分，这意味着现在只有基础配置的Model X（隐形灰）才符合IRA税收抵免资格。选择其他颜色选项将失去完整的抵免资格。当然，Model S不符合税收抵免资格，但涂装颜色的情况也是一样的。

Sawyer may have gotten this from one of his followers but Tesla now has a self-serve demo drive program for people with destination chargers. You can now host these self-serve demo drives at your property. Tesla has been doing self-serve demo drives now for some time but this is specifically for destination charger owners. Tesla will provide the property owners with up to four Tesla demo drive vehicles. Tesla will schedule, manage and maintain the self-serve demo drive appointments and vehicles for property owner at no cost. Current sites host an average of 35 plus demo drives per week. You'll have the opportunity to generate additional revenue from demo drivers who utilize your on-site amenities during their visit. This is a pretty cool idea. Just think about all of the hotel owners who have destination chargers. Now they can have a few Tesla vehicles on-site. That Tesla by the way is managing and taking care of. Then their customers staying at their hotel while they're just hanging out. Maybe with not much to do. They can actually go test drive a Tesla and charge it on those destination chargers bringing in a hotel's more revenue. Plus not just hotels but anywhere with a destination charger.

索耶可能是从他的追随者那里得到了这个消息，但特斯拉现在为拥有目的地充电器的人提供了一个自助展示驾驶计划。您现在可以在自己的物业上承办这些自助展示驾驶活动。特斯拉一直在进行自助展示驾驶活动，但这次是专门面向目的地充电器的车主。特斯拉将向物业所有者提供最多四辆特斯拉展示驾驶车辆。特斯拉将安排、管理和维护物业所有者的自助展示驾驶预约和车辆，而不收取费用。目前的站点每周举办平均35次以上的展示驾驶活动。您将有机会通过展示驾驶者在访问期间使用您的现场设施而产生额外收入。这是个非常棒的主意。想想所有拥有目的地充电器的酒店业主吧。现在他们可以在现场拥有几辆特斯拉车辆。而特斯拉会管理并照顾这些车辆。而他们的顾客则可以住在酒店里休息的时候，无聊的时候实际上可以去试驾一辆特斯拉，然后在那些目的地充电器上给车充电，从而给酒店带来更多的收入。不仅仅是酒店，任何拥有目的地充电器的地方都可以。

This article from CNEV Post was going around today talking about CATL and BYD in a race to drive down the cost of battery cells which on the surface is a great thing. But when you actually read the article they're referring to these square LFP cells more importantly these are destined for vehicles between about 14 and 28 thousand dollars. So at least for right now most likely not impactful for Tesla. They did say however as BYD and CATL work to drive down battery costs smaller battery makers are poised to follow and the cost of batteries will be reduced further.

今天，CNEV Post的一篇文章流传开来，讨论了CATL和比亚迪在降低电池成本方面的竞争，表面上看这是一件好事。但是当你真正阅读这篇文章时，他们指的是这些方形LFP电池，更重要的是，这些电池适用于价格在1.4万到2.8万美元之间的车辆。所以就目前而言，对特斯拉可能没有太大影响。不过，他们确实表示，随着比亚迪和CATL努力降低电池成本，更小的电池制造商也将紧随其后，电池的成本将进一步降低。

This one about the Model 3 Plus in Australia potentially facing a stop sale.

这篇文章讨论的是澳大利亚可能停止销售Model 3 Plus的情况。

We actually talked about this now a week or two ago. It has to do with the new Model 3 Plus not having that child seat anchor point for the middle seat in the back actually accessible. No need to dive into this again but it sounds like there may be a ruling on this.

实际上，我们是在一两周前讨论过这个问题的。这与新款Model 3 Plus没有后排中间座椅的儿童座椅安全锚固点可供实际使用有关。不必再深入讨论这个问题，但听起来可能会有相关的规定出台。

Jim Rowan the CEO of Volvo Cars remains confident of tremendous growth in the electric vehicle market noting particularly strong demand in Europe.

沃尔沃汽车首席执行官吉姆·罗恩对电动汽车市场的巨大增长保持着信心，并特别强调了欧洲地区需求的强劲。

BMW just said demand for its luxury cars powered by gasoline reached the highest point last year and expects all electric models to lead future growth. Their CFO said the tipping point for combustion engines was last year. The future volume growth will primarily come from battery electric vehicles. The current sales plateau of combustion cars will continue and then fall off slightly. Bear in mind next year BMW is looking to roll out its new EV platform that's targeting having battery costs.

宝马刚刚表示，去年其由汽油驱动的豪华汽车需求达到了最高水平，并预计所有电动车型将引领未来增长。该公司的财务总监表示，燃烧发动机已经达到了一个临界点，未来的销量增长主要将来自电池电动汽车。目前燃烧汽车的销售平台将继续存在，稍后会略微下降。请注意，明年宝马计划推出针对电池成本的新电动汽车平台。

Just dropping it on your radar if any of you are interested in the van life the Ram Pro Master EV is unveiled for 2024 so information is out there the Super Bowl is right around the corner and VW is now confirmed to have an ad spot they're celebrating 75 years of sales in the United States. This will be their first Super Bowl ad in almost a decade. So far Kia is only the third automaker to confirm an ad by following VW and BMW who's also expected to plug in EV in its ad. Tesla happened to share this video today and not at all that I think this should be the ad but I'm curious how many of you think Tesla should run a Super Bowl ad.

只是想提醒大家，如果有人对自助旅行感兴趣，Ram Pro Master EV将于2024年推出，相关信息已经有了。超级碗即将来临，大众汽车已确认将有一个广告位，他们正在庆祝在美国销售75年。这将是他们近十年来的首个超级碗广告。目前，凯亚（Kia）是第三家确认有广告的汽车制造商，继大众和宝马之后，宝马也有望在广告中推广电动汽车。特斯拉在今天分享了这个视频，虽然我并不认为这应该是广告，但我很好奇你们中有多少人认为特斯拉应该做一个超级碗广告。

BYD is looking to invest $14 billion to develop new smart car features one of which will be furthering the development of what they call navigation on autopilot which will allow drivers to take their hands off the wheel and their feet off the pedals in certain scenarios. Today we got a bit more information on the autonomous rollout in select Chinese cities. Beijing is encouraging selected cities to set up to 200 testing spots for smart cars, reserved parking spots for cars that can park themselves and test 200 driver less cars. They're touting X-Pang as one of the most advanced Chinese manufacturers when it comes to smart driving and their system has been rolled out to 52 cities nationwide but they are using LIDAR sensors and cameras.

比亚迪(BYD)计划投资140亿美元开发新的智能汽车功能，其中之一是进一步发展他们所称的自动驾驶导航，这将允许驾驶员在特定环境下脱离方向盘和踏板的控制。今天，我们对中国部分城市的自动驾驶发布有了更多信息。北京正在鼓励选定的城市设立200个用于智能汽车测试的地点，并为能够自动停车的汽车保留停车位，并测试200辆无人驾驶汽车。他们称小鹏汽车是中国最先进的智能驾驶汽车制造商之一，其系统已在全国52个城市推出，但它们使用的是LIDAR传感器和摄像头。

I'm still scouring for information on what's up with charging in Chicago. Luckily Kyle Connor from out of spec bought a flight and is now on the ground in Chicago so we'll see what he comes up with.

我仍在努力搜索关于芝加哥收费情况的信息。幸运的是，特斯拉爱好者Kyle Connor途径买了一张航班票，现在已经到达了芝加哥，我们将看看他会发现什么。

A trend we're seeing for many different automakers Rivian is now offering leasing for the R1s and R1c. They're also saying that yes the $7,500 IRA credit will be applied to the capital cost reduction for the lease.

我们目前看到的一个趋势是许多不同的汽车制造商，比如Rivian，现在提供R1s和R1c的租赁服务。他们还表示，是的，7500美元的IRA税收减免将用于租赁的资本成本减免。

Tesla's say website is now live for quarter four questions. I'll have the link below right now. The top three number one the next gen platform might we see it sometime in 2025 to when will optimists be deployed in a gigafactory and three what's been the barrier to ramping 4680 sales into the multi million sales per week rate and when do you expect to get there.

特斯拉的问答网站已经上线，用于回答第四季度的问题。我将在下方提供链接。前三个问题是：一、我们可能在2025年左右看到下一代平台吗？二、预计乐观主义者将何时在一个 gigafactory 中投入使用？三、导致 4680 销量达到每周数百万的销售速度的障碍是什么，预计何时能够达到这个目标？

And real quick when it comes to the Rob situation I really said what I wanted to say over on X last night but I know some of Rob's viewers may be here today and to you guys I just want to say look I'm not Rob I'm not gonna try to replace him I'm really just gonna do what I've been doing now for a few years try to give us all the best coverage of Tesla and electric vehicles in a fair and enjoyable way. I was listening to Rob long before he ever made his youtube debut and I'll do my best to carry on his legacy and just so you guys know I'm always open to feedback criticism so whatever you have let me hear it and I'll do my best to weigh it all going forward.

关于Rob的情况，我昨晚已经在X上说了我想说的话，但我知道今天可能有一些Rob的观众在这里，对于你们，我只想说，我不是Rob，我不会试图取代他，我只是继续做我过去几年一直在做的事情，努力为我们提供有关特斯拉和电动汽车的最好报道，以公正和愉快的方式。在Rob打出youtube前，我就一直在听他的节目，我会尽力继承他的遗产，并告诉你们，我始终愿意接受反馈和批评，所以无论你们有什么意见，都请告诉我，我会尽力权衡并改进。

So if you're new welcome I am of course glad that you're here and hopefully in the weeks and months ahead I can earn your trust and respect. Hope you guys have a wonderful day please like the video if you did you can find me on X linked below and a huge thank you to all of my patreon supporters.

所以如果你是新来的，欢迎你。当然很高兴你在这里，希望未来的几周和几个月里，我能赢得你的信任和尊重。希望你们度过愉快的一天，如果你喜欢这个视频，请点赞。你可以在下方找到我的X。也要非常感谢所有我的Patreon赞助者。