The Price War May Be Over / Fisker: A Legit New EV Player? ⚡️
发布时间 2023-06-01 20:37:59 来源
摘要
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00:00 - Elon to Shanghai Employees
1:10 - Tesla Service Bulletin
1:27 - HD Radar HW4
2:26 - End of an Era
2:42 - Megapack Project Confirmed
3:22 - More from Elon's China Trip
4:13 - Model 3 Discounts
4:38 - Is Fisker Legit?
6:57 - New Canadian Model Y
7:21 - Rivian Cancels Tank Turn
7:43 - Don't Sleep on This
8:21 - The Price War May Be Over
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#FiskerOcean #EVPriceWar #HenrikFisker
GPT-4正在为你翻译摘要中......
中英文字稿 
I would like to just very much congratulate you on the amazing work that you've done. It's been incredibly impressive how you have been able to overcome so many difficulties and so many challenges. And I just want to let you know, it's like, that's. It won't be my heart, you know. And I tell people throughout the world, the cars we produce here are not just the most efficient production, but also the highest quality. I just feel like there's so much that gets accomplished. There's so much positive energy getting things done that actually I think will be very important, not just for Tesla, but also for the world.
我非常想祝贺你所做的惊人工作。你所面临的困难和挑战真的令人印象深刻。我想让你知道，我心里非常感激和敬佩你。我告诉世界各地的人们，我们生产的汽车不仅是效率最高的，而且是质量最高的。这里取得的成就是如此令人振奋，我认为这对于Tesla和世界都非常重要。
Welcome to Electrified. It's your host, Dylan Lumis, quick shout out to my newest patrons, Kenneth S and Dean W. Thank you for choosing to support the channel. The Cybertruck guy on Twitter shared a recent Tesla service bulletin just in case you have him on a Y, wanted to make sure it's on your radar. If your car is still under warranty, this would be a free fix. So if your car has been leaking in the rear trunk area through the lift gate assembly, they can seal it for free. Yesterday, Rob mentioned that the new high-definition radar was actually being seen in the Tesla vehicles with hardware 4. Just wanted to add the distinction on the SNX, yes, but so far on the Model Y, the answer is no. This last night, Teslascope said there is no radar expected on any Model Y delivered with hardware 4 for the foreseeable future. This coming from their source. And right now, I'm actually hearing that the software for this new radar is not even active on the Model S or X, so even though those cars do have the radar, it's not really doing anything yet. I know many people in the market for a Model Y will really want a vehicle with radar being active, so will a retrofit be available? I haven't been able to find anything. My pure speculation guess would be yes. Meaning if the Model Y does have the hardware for a computer, then down the line there will be a retrofit available for this high-definition radar. But at least for now, no radar expected on the Model Y.
欢迎来到Electrified，我是主持人Dylan Lumis，特别感谢最新的赞助人 Kenneth S 和 Dean W 为本频道的支持。Twitter 上的 Cybertruck 男孩分享了最近的特斯拉服务公告，以防你有 Model Y，希望确保你知道这个问题。如果你的车仍在保修期内，这将是一个免费维修。如果你的车在后备箱区域通过升降门组装漏水，他们可以免费进行密封。昨天，Rob 提到新的高清雷达实际上在硬件 4 的特斯拉车辆上被发现。只是想补充在 SNX 上的区别，是的，但到目前为止，在 Model Y 上的答案是否定的。昨晚，Teslascope 表示仍然不会有预期的任何带有硬件 4 的 Model Y 上的雷达，这是来自他们的信息来源。目前，我甚至在听到这个新雷达的软件在 Model S 或 X 上还没有激活，即使这些车已经安装了雷达，它们仍然没有实际作用。我知道市场上很多人会喜欢一辆能够启用雷达的 Model Y，那么将会有一个后期改装的解决方案吗？我没有找到相关的信息。我的猜测是，如果 Model Y 有计算机硬件，那么到未来将会有一个高清雷达后期改装的解决方案。但至少目前，我们不应该在 Model Y 上期待雷达的出现。
If you go to the Tesla Australia configurator, you will see the Model 3 and the Model Y, and that's it for vehicles. Clicking on the menu, you'll also see the Model SNX have been officially removed. Sad day for those of you down under. From yesterday's video, I mentioned this tweet from Sawyer. Apparently, Electric did confirm that the battery storage systems will be supplied by Tesla, which of course is a huge deal. One gigawatt hours for this one project, that's 1000 megawatt hours, for megawatt hours per Tesla megapack, so 250 Tesla megapacks in this deal alone. Times about $2 million each, that's $500 million, and slap on a 25% profit, and that's a cool $125 million in profit from this project alone. Don't forget, there's going to be a lag for these profits to hit Tesla's financials when it comes to the megapack.
如果你进入特斯拉澳大利亚的配置器，你会看到Model 3和Model Y，但除此之外就没有其他车辆了。在点击菜单后，你会发现Model S和Model X已经被官方移除了，对于澳大利亚的消费者来说，这是个悲伤的日子。在昨天的视频中，我提到了Sawyer的一条推特，据说Electric已经确认电池储能系统将由特斯拉提供，这当然是一个巨大的交易。有一千兆瓦时的电量，相当于一百万兆瓦时，即这项交易需要使用 250 个特斯拉Megapack。这一项目的总价值约 5 亿美元，其中还有 1.25 亿美元的利润。不要忘记，这些利润必须经过几个季度才会体现在特斯拉的财务报表上。
On Elon's trip to China, we have CNBC reporting that he actually met with China's vice premiere, one of the company's top officials. So, Elon shaking hands with the high higher ups in China. And at least so far, we have the South China Morning Post today reporting that no concrete deals or agreements were signed during this trip. Shanghai Communist Party boss said Tesla is welcome to bring new products, new technologies, and new services to Shanghai, and Elon expressed his thoughts on developing new, environmentally friendly products to tap the market in China. And a local government source said that Shanghai officials are determined to support Tesla's capacity expansion. Honestly though, this takeaway right here feels a little premature, could just be a case of Elon wanting a few days or weeks to decompress, taking in all of those conversations, and then make a decision from there.
在埃隆亲赴中国的旅程中，CNBC报道称他实际上与中国的副总理以及该公司的高层官员会面了。所以，埃隆与中国高层官员握手了。而至少目前为止，今天《南华早报》报道称此次旅行没有签署任何具体的协议或协定。上海市委书记表示，特斯拉欢迎在上海引入新产品、新技术和新服务，埃隆表达了开发新环保产品以开拓中国市场的想法。一位当地政府消息人士表示，上海官员决定支持特斯拉的产能扩张。诚实地说，这里的结论似乎有点过早了，可能只是埃隆需要几天或几周来消化所有的对话，然后再做出决定。
In case you're in the market for a Model 3, be sure to check Tesla's new inventory listings. Some are now discounted up to $2,600, up from the previous discount of about $1,300. And yes, many people are saying this is to clear the inventory for the Project Island Model 3 refresh, but it could just be Tesla wanting to move some of its inventory vehicles. Either way, we'll find out soon enough.
如果你正在市场上寻找Model 3，一定要查看特斯拉的最新库存清单。有些车辆现在的折扣高达2600美元，比之前的约1300美元更高。是的，很多人都说这是为了清理库存以备Project Island Model 3的更新，但这也可能只是特斯拉想出售一些库存车辆。无论哪种情况，我们很快就会弄清楚。
Today's a big day for the Fisker Ocean. They got the official EPA range certification of 360 miles for the extreme variant on 20-inch wheels. Now, yes, this is going to be one of the longest range SUVs in the market as they say under $200,000. And this vehicle specifically will be right around $70,000 in this variant.
今天对Fisker Ocean来说是个重大的日子。他们已经获得了官方的EPA认证，证实了使用20英寸轮的极端版本可以行驶360英里。现在，是的，据他们所说，这将是市场上价格低于20万美元的最长续航SUV之一。而这款车在这个版本中的售价大约是70,000美元。
Now, when it comes to the battery pack, the Hyper Range, they're calling it, it's 113 kilowatt hours. So from an efficiency standpoint, doing the math, this works out to about 3.18 miles per kilowatt hour. Compare that to Tesla's Model Y long range vehicle, which comes in right around 4.1 miles per kilowatt hour. So not as efficient as the Model Y, but we really should not be expecting that.
现在说到电池组，也就是所谓的“极限续航”，它的容量达到了113千瓦时。从效率角度出发，做些简单的计算可以得知，它的续航里程大约是每千瓦时3.18英里。与特斯拉的Model Y长续航车型相比，后者每千瓦时可行驶约4.1英里。所以它的效率并不如Model Y，但我们也不应该抱有这样的期望。
At the end of the day, though, most normal consumers aren't going to be doing that math. They'll just see the 360 range number, compare it to Tesla's and say, hey, that's pretty good. And honestly, Hat Tip to Fisker, this is not just a prototype anymore. They had first customer deliveries in Denmark on May 5th.
虽然说，在一天结束的时候，大多数普通消费者都不会去算那些数学题。他们只会看到360的行驶里程数，将其与特斯拉进行比较，然后说：嘿，这还不错。而说实话，要感谢菲斯克，这不再只是一个原型机了。他们已经在5月5日开始在丹麦进行了第一批顾客交付。
As far as how normal people will drive the car, what a comfortable cruiser. The cabin's a bit small compared to like ID4's, a very open feeling cabin. I'm actually really pleased. I know it's going to be built really well. Other than that, though, is an electric SUV for what most people are driving electric SUVs for. It's going to be very competent, very quiet, very, very, very quiet, from an a motor standpoint, dead silent, almost EQS levels of silence, very impressive drive training there. And no motor cogging. I mean, you can tell the drive-trained team didn't an amazing job. Not to tune it for performance, but to tune it for everyday driving, which is how they'll be used.
就一般人开车而言，这辆车是非常舒适的巡航车。与ID4这样的车型相比，车厢有点小，没有那种非常宽敞的感觉。但我实际上非常满意。我知道它将会非常做工精细。除此之外，它是一款电动SUV，符合大多数人购买电动SUV的需求。它将会非常有能力，非常安静，从电机的角度来看几乎是无声的，几乎可以媲美EQS的安静程度，驾驶体验非常令人印象深刻。而且没有电机咬合现象。我是说，你可以看出驾驶团队做得很出色，他们的调校不是为了性能而是为了日常驾驶。因为这款车将主要用于日常驾驶。
And yes, this vehicle is now certified for the United States, which means deliveries are set to begin this month. The ocean will start around $38,000 and you can spec it all the way north of $70,000 and above. But so far, they're making this only in Austria, meaning no tax credits.
没错，这辆车现在已经获得了美国认证，这意味着交付将从本月开始。其起价大约在38000美元左右，如果配置高级选件，价格可达70000美元以上。但目前他们只在奥地利生产，这意味着无法获得税收抵免。
Of course, a big question will be the software there was plenty of reporting that the ocean was delayed because of some software bugs and glitches. So once these arrive in customers' hands, hopefully we get some real world reviews of production-level cars. But hopefully they make it having more EVs in the market is, of course, a great thing.
当然，一个重要问题是软件——有很多报道称海洋延迟是因为一些软件错误和故障。所以一旦这些汽车到达顾客手中，希望我们能够得到一些真正的生产级别车辆的评价。但是希望它们成功上市，当然，更多的电动汽车进入市场是件好事。
For you Canadians, just in case you missed it, the model Y will be imported from Giga Shanghai as well. And we're talking the long range all-wheel drive variant. According to Natural Resources Canada, they have a range of 497 kilometers, which is 308 miles. There's some speculation out there is this an LFP pack for a long range model Y. Maybe, but for me to early to tell, I'll keep my eyes open.
对于加拿大人而言，如果你错过了的话，Model Y也将从上海超级工厂进口。我们讨论的是长续航全轮驱动版本。根据加拿大自然资源部的说法，其续航里程为497公里，即308英里。有一些猜测认为这是长续航Model Y的LFP电池组。也许是，但对我来说现在还为时过早，我会持续关注。
Rivian has announced it has cancelled the tank-turned feature in the R1 vehicles because the four-wheel thrusts needed to rotate in a circle is potentially damaging to the trails. It was also mentioned in a few interviews that it was actually pretty scary to be in the car when it's doing this and that normal drivers may easily lose control of this feature, so that was another reason.
Rivian宣布取消R1车型的坦克转弯功能，因为四轮推进需要围绕圆圈旋转，可能会损坏道路。在一些采访中还提到，当车子执行这个功能时，实际上非常可怕，普通司机很容易失去对这个功能的控制，所以这也是取消该功能的另一个原因。
Something that I don't think is talked about enough earlier this month GM announced its Involve, which is mashing up energy and evolve. Really, it's just its fleet management software, which is meant to compete directly with Ford Pro, which is actually very lucrative for Ford. These services are mostly software driven.
我认为在这个话题上很少有人谈论到的是GM早些时候宣布了其Involve服务，它将能源和进化相结合。实际上，它只是其车队管理软件，旨在直接与福特Pro竞争，对福特来说非常有利可图。这些服务主要是软件驱动的。
So Tesla will most likely be able to do it much better. It's just so far, Tesla has been producing vehicles at a much smaller scale than these companies, and once they have a pickup in the market, maybe do more in the commercial space, Tesla's fleet management software should really disrupt a huge profitable market.
所以，特斯拉很可能能够做得更好。但是到目前为止，特斯拉的生产规模远远小于这些公司，一旦它们在市场上推出皮卡车，也许在商业领域做得更多，特斯拉的车队管理软件应该真正颠覆一个巨大有利可图的市场。
And from the South China Morning Post today, they're saying that the price for in China may be over. In May, BYD just sold 240,220 vehicles for the month. Yes, that still includes hybrid and pure B EVs. That's a 14% increase over April and year over year, that's up 109%. Li Ato, one of China's premium EV makers, sold 28,277 units in May, a sales record for the second straight month.
据《南华早报》报道，中国汽车价格可能已经到达顶峰。五月份，比亚迪销售了240,220辆汽车。是的，这还包括混合动力和纯电动车。这比四月份增加了14％，同比增长109％。中国高端电动汽车制造商理想汽车5月份销售了28,277辆，连续第二个月创下销售记录。
Many motorists who had been waiting on the sidelines in the expectation of further price cuts decided to swoop in when they realized the party was coming to an end. The sales figures added to evidence that the price war might come to an end very soon, and this price was started in China and then spread elsewhere globally, so we'll see the same in reverse.
许多汽车驾驶者一直在观望，希望能够再次享受价格优惠。但当他们意识到比赛即将结束时，就开始出手购买。销售数据表明，价格战很可能很快就会结束。这场价格战始于中国，然后在全球范围内蔓延，所以我们可能会看到相同的反转情况。
Also note how the SCMP said Li Ato, X-Pang, and NIO are really Tesla's main rivals in China. Not BYD because BYD mainly plays in a lower price segment. And because so many people were waiting for more price cuts, the pent up demand remains high.
同时请注意，南华早报指出，李斯特、小鹏和蔚来是特斯拉在中国的主要竞争对手，而非比亚迪。因为比亚迪主要在更低价位市场竞争。而且由于很多人都在等待更多的价格降低，所以积压的需求仍然很高。
You can find me on Twitter at Dillonumus22, hope you guys have a wonderful day. If you liked the video, if you did, and a huge thank you to all of my Patreon supporters.
你可以在Twitter上找到我的账号"Dillonumus22"，祝你们有美好的一天。如果你喜欢这个视频，也非常感谢所有支持我的Patreon的粉丝。