Ukucabanga okufisayo ngemuva “kokususwa komhlaba ongavamile” kukaTesla

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U-Tesla manje akagcini nje ngokuhlela ukudicilela phansi imakethe yezimoto zikagesi, kodwa futhi ulungiselela ukukhomba indlela eya embonini kagesi ngisho nemboni yezobuchwepheshe ngemuva kwayo.
Engqungqutheleni yabatshalizimali yomhlaba wonke kaTesla "Grand Plan 3" ngoMashi 2, uColin Campbell, iphini likamongameli likaTesla kwezobunjiniyela be-powertrain, wathi "uTeslaizokwakha injini yemoto kagesi yeMagnetic ehlala njalo ukuze kuncishiswe inkimbinkimbi nezindleko zemishini kagesi”.
Uma sibheka i-bullshit eye yaqhunyiswa ku-"Grand Plans" yangaphambilini, eziningi zazo azikafezeki (ukushayela okungenamuntu ngokuphelele, inethiwekhi ye-Robotaxi, ukufuduka kwe-Mars), kanti ezinye zehlisiwe (amaseli elanga, amasathelayithi e-Starlink).Ngenxa yalokhu, wonke amaqembu emakethe Kusolwa ukuthiInjini kaTesla ebizwa ngokuthi “injini yemoto kazibuthe ehlala unomphela engaqukethe izinto ezingavamile zomhlaba” ingase ibe khona kuphela ku-PPT.Kodwa-ke, ngenxa yokuthi lo mbono uphazamisa kakhulu (uma ungabonakala, kuyoba isando esinzima embonini yomhlaba engavamile), abantu embonini "bavule" imibono kaMusk.
UZhang Ming, uchwepheshe omkhulu weChina Electronics Technology Group Corporation, unobhala-jikelele weMagnetic Materials Branch yeChina Electronic Materials Industry Association, kanye nomqondisi omkhulu weChina Rare Earth Society, uthe isu likaMusk liyincazelo “ephoqelelwe”. ngokuhambisana nohlelo lwase-US lokuthuthukisa izimoto ezisebenza ngogesi.Isu lokutshala imali elifanele ngokwepolitiki.Uprofesa woMnyango Wezobunjiniyela Bakagesi eSikoleni Sobunjiniyela Bemishini eYunivesithi yaseShanghai ukholelwa ukuthi uMusk angase abe nowakhe umbono ngokungawusebenzisi umhlaba ongavamile: “Asinakusho ukuthi abantu bakwamanye amazwe abawusebenzisi umhlaba ongavamile, simane silandela isibonelo sakhe.”

Ingabe akhona amamotho angasebenzisi umhlaba ongavamile?

Izinjini zezimoto zikagesi ezivame ukusetshenziswa emakethe zingahlukaniswa zibe izigaba ezimbili: lezo ezingadingi umhlaba ongajwayelekile, kanye namamotho asebenza ngozibuthe ahambisanayo adinga umhlaba ongajwayelekile.
Okubizwa ngokuthi umgomo oyisisekelo ukwethulwa kwe-electromagnetic yethiyori yefiziksi yesikole samabanga aphezulu, esebenzisa ikhoyili ukukhiqiza uzibuthe ngemva kokufakwa kukagesi.Uma kuqhathaniswa namamotho kazibuthe unomphela, amandla ne-torque iphansi, futhi ivolumu inkulu;ngokuphambene, amamotho kazibuthe anomphela we-synchronous motors asebenzisa i-neodymium iron boron (Nd-Fe-B) odonsa unomphela, okungukuthi, omazibuthe.Inzuzo yayo akukhona nje ukuthi isakhiwo silula, kodwa okubaluleke nakakhulu, umthamo ungenziwa ube mncane, onezinzuzo ezinkulu zezimoto zikagesi ezigcizelela ukuhlelwa kwesikhala kanye nesisindo esincane.
Izimoto zikagesi zakuqala zikaTesla zazisebenzisa ama-AC asynchronous motors: ekuqaleni, i-Model S ne-Model X yasebenzisa i-AC induction, kodwa kusukela ngo-2017, i-Model 3 yamukele injini entsha kazibuthe ye-DC lapho yethulwa, kanti enye I-motor efanayo isetshenziswe kumodeli. .Idatha ibonisa ukuthi injini kazibuthe ehlala njalo esetshenziswe ku-Tesla Model 3 isebenza kahle ngo-6% kune-induction motor eke yasetshenziswa ngaphambili.
Amamotho kazibuthe ahlala njalo nama-asynchronous motors nawo angamataniswa namanye.Isibonelo, i-Tesla isebenzisa ama-AC induction motors kumasondo angaphambili kanye nama-motor synchronous kazibuthe unomphela amasondo angemuva ku-Model 3 namanye amamodeli.Lolu hlobo lwe-hybrid drive lulinganisa ukusebenza nokusebenza kahle, futhi lunciphisa nokusetshenziswa kwezinto ezingavamile zomhlaba.
Nakuba uma kuqhathaniswa nokusebenza kahle okuphezulu kwamamothoritha azibuthe anomphela ahambisanayo, ukusebenza kahle kwama-asynchronous AC motors kuphansi kancane, kodwa lokhu kwakamuva akudingi ukusetshenziswa komhlaba ongavamile, futhi izindleko zingancishiswa cishe ngo-10% uma kuqhathaniswa nangaphambili.Ngokwezibalo ze-Zheshang Securities, inani lezidonsa ezihlala njalo zomhlaba ezingavamile zamabhayisikili okushayela izimoto zezimoto zamandla amasha lilinganiselwa ku-1200-1600 yuan.Uma izimoto zamandla amasha zishiya umhlaba ongavamile, ngeke kube nomthelela omkhulu ekwehliseni izindleko ngasohlangothini lwezindleko, futhi inani elithile lebanga lokuhamba lizonikelwa ngokuya ngokusebenza.
Kepha ku-Tesla, ogxile kakhulu ekulawuleni izindleko ngazo zonke izindleko, lokhu kuconsa kungase kungacatshangwa.UMnu. Zhang, umuntu ofanelekile ophethe umphakeli wokushayela ugesi wasekhaya, uvumile "ku-Electric Vehicle Observer" ukuthi ukusebenza kahle kwezimoto kungafinyelela ku-97% ngokusebenzisa izinto ezingavamile zikazibuthe zomhlaba, kanye no-93% ngaphandle komhlaba ongavamile, kodwa izindleko zingakwazi yehliswe ngo-10%, okuseyimali enhle iyonke.kwe.
Ngakho-ke yiziphi izinjini uTesla ahlela ukuzisebenzisa ngokuzayo?Izincazelo eziningi emakethe zehlulekile ukusho ukuthi kungani.Ake sibuyele emazwini okuqala ka-Colin Campbell ukuze sithole:
Ngishilo ukuthi linganciphisa kanjani inani lemihlaba engavamile ku-powertrain ngokuzayo.Isidingo semihlaba engavamile sikhula kakhulu njengoba umhlaba uguqukela ekuhlanzeni amandla.Ngeke nje kube nzima ukuhlangabezana nalesi sidingo, kodwa izimayini zomhlaba ezingavamile zinezingozi ezithile mayelana nokuvikelwa kwemvelo kanye nezinye izici.Ngakho-ke siklame isizukulwane esilandelayo samamothori ozibuthe ahlala unomphela, angasebenzisi noma yiziphi izinto zomhlaba ezingavamile nhlobo.
Bheka, incazelo yombhalo wokuqala isivele icace kakhulu.Isizukulwane esilandelayo sisasebenzisa amamotho kazibuthe ahlala njalo, hhayi ezinye izinhlobo zamamotho.Nokho, ngenxa yezici ezifana nokuvikelwa kwemvelo kanye nokuhlinzekwa, izakhi zomhlaba ezingavamile kumamotho kazibuthe amanje ahlala njalo zidinga ukususwa.Yishintshe ngezinye izinto ezishibhile nezitholakala kalula!Kudingekile ukuba nokusebenza okuphezulu kozibuthe unomphela ngaphandle kokubambeka entanyeni.Lona umbono wesifiso sikaTesla “sokudinga kokubili”!
Ngakho yiziphi izakhi ezenziwe ngezinto ezikwazi ukwanelisa izifiso zikaTesla?I-akhawunti yomphakathi "i-RIO Electric Drive" iqala kusukela ekuhlukaniseni kwamanje kozibuthe abahlukahlukene abangapheli, futhiekugcineni uqagela ukuthi uTesla angase asebenzise umazibuthe wesizukulwane sesine i-SmFeN ukuze athathele indawo ye-NdFeB ekhona esikhathini esizayo.Kunezizathu ezimbili: Nakuba i-Sm iphinde ibe yi-Earth Elements engavamile, kodwa uqweqwe lomhlaba lucebile ngokuqukethwe, izindleko eziphansi kanye nokunikezwa okwanele;futhi ngokombono wokusebenza, i-samarium iron nitrogen iwuzibuthe wensimbi eseduze ne-neodymium iron boron engavamile yomhlaba.

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Ukuhlukaniswa koozibuthe abahlukahlukene abahlukahlukene (Umthombo wesithombe: I-RIO Electric Drive)

Noma ngabe yiziphi izinto ezisetshenziswa uTesla ukuze athathe indawo yomhlaba ongavamile esikhathini esizayo, umsebenzi ophuthumayo kaMusk ungaba ukunciphisa izindleko.Nakuba uTeslaimpendulo emakethe iyamangalisa, ayiphelele, futhi imakethe isenokuningi okulindelwe kuyo.

Umbono Wokukhathazeka Osemuva Kwemibiko Yemiholo

NgoJanuwari 26, 2023, uTesla wanikeza idatha yombiko wezezimali ka-2022: aisamba sezimoto zikagesi ezingaphezu kwezigidi eziyi-1.31 ezilethwe emhlabeni jikelele, okuwukukhula konyaka ngama-40%;isamba semali engenayo sasilinganiselwa ku-US$81.5 wezigidigidi, ukukhula konyaka nonyaka ngama-51%;inzuzo yonke ibilinganiselwa ku-$12.56 billion , iphindwe kabili unyaka nonyaka, futhi yazuza inzuzo iminyaka emithathu ilandelana.

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I-Tesla yenza inzuzo ephindwe kabili ngo-2022

Umthombo wedatha: I-Tesla Global Financial Report

Nakuba umbiko wezezimali wekota yokuqala ka-2023 ungeke umenyezelwe kuze kube ngu-Ephreli 20, ngokusho komkhuba wamanje, lokhu kungase kube elinye ikhadi lombiko eligcwele "izimangaliso": engxenyeni yokuqala, ukukhiqizwa komhlaba wonke kukaTesla kudlule i-440,000..Izimoto zikagesi, ukwenyuka konyaka ngonyaka ngama-44.3%;zingaphezu kuka-422,900 izimoto ezilethiwe, okuyirekhodi eliphezulu, ukwenyuka unyaka nonyaka ngama-36%.Phakathi kwazo, amamodeli amabili ayinhloko, i-Model 3 ne-Model Y, akhiqiza izimoto ezingaphezu kuka-421,000 futhi ahambisa izimoto ezingaphezu kuka-412,000;Amamodeli we-Model S kanye ne-Model X akhiqize izimoto ezingaphezu kuka-19,000 futhi aletha izimoto ezingaphezu kuka-10,000.Ngekota yokuqala, ukwehla kwamanani entengo kaTesla emhlabeni wonke kukhiqize imiphumela ebalulekile.

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Ukuthengiswa kukaTesla kwikota yokuqala
Umthombo wesithombe: Iwebhusayithi esemthethweni yeTesla

Yiqiniso, izinyathelo zamanani azibandakanyi nje ukunciphisa amanani kuphela, kodwa futhi nokwethulwa kwemikhiqizo enenani eliphansi.Ezinsukwini ezimbalwa ezedlule, kwabikwa ukuthi uTesla uhlela ukwethula imodeli enenani eliphansi, ebekwe "njenge-Model Y encane", lapho uTesla akha khona uhlelo lokukhiqiza lwaminyaka yonke lwezimoto ezifika ku-4 million.Ngokusho kukaCui Dongshu, unobhala-jikelele weNational Passenger Car Market Information Association,uma i-Tesla iqala amamodeli amanani aphansi namabanga amancane, izothatha ngempumelelo izimakethe ezifana ne-Europe ne-Japan ezincamela izimoto ezincane ezisebenza ngogesi.Le modeli ingase ilethe i-Tesla isilinganiso sokulethwa komhlaba wonke esidlula kude leso seModel 3.

Ngo-2022, uMusk wake wathi uTesla uzovula amafektri amasha ayi-10 kuye kwayi-12 maduze, ngenhloso yokufeza ukuthengiswa konyaka kwezimoto eziyizigidi ezingama-20 ngo-2030.
Kepha kuzoba nzima kangakanani ukuthi iTesla ifinyelele umgomo wokuthengisa waminyaka yonke wezimoto eziyizigidi ezingama-20 uma ithembela emikhiqizweni yayo ekhona:Ngo-2022, inkampani yezimoto ezidayisa kakhulu emhlabeni kuzoba yiToyota Motor, edayiswa minyaka yonke izimoto ezibalelwa ezigidini eziyi-10.5, ilandelwe yiVolkswagen, edayisa izimoto eziyizigidi eziyi-10.5 ngonyaka.Alinganiselwa ezigidini ezingu-8.3 amayunithi adayisiwe.Umgomo kaTesla udlula ukuthengiswa okuhlangene kweToyota neVolkswagen!Imakethe yomhlaba inkulu kakhulu, futhi imboni yezimoto isigcwele, kodwa uma imoto ehlanzekile kagesi elinganiselwa ku-150,000 yuan seyethuliwe, ehambisana nesistimu yomshini wezimoto kaTesla, ingase ibe umkhiqizo ozophazamisa imakethe.
Intengo yehlile futhi umthamo wokuthengisa ukhuphukile.Ukuze kuqinisekiswe izilinganiso zenzuzo, ukunciphisa izindleko sekuyisinqumo esingenakugwenywa.Kepha ngokusho kwesitatimende esisemthethweni sakamuva sikaTesla,ezingavamile emhlabeni unomphela uzibuthe motors, yini ukuyeka akuwona odonsa unomphela, kodwa imihlaba ezingavamile!
Kodwa-ke, isayensi yezinto zamanje ingase ingakwazi ukusekela izifiso zikaTesla.Imibiko yocwaningo yezikhungo eziningi, okuhlanganisa ne-CICC, ikhombisile ukuthi kunjalokunzima ukubona ukususwa komhlaba ongajwayelekile kumamotho kazibuthe ahlala njalo esikhathini esimaphakathi.Kubonakala sengathi uma uTesla ezimisele ukuvalelisa emhlabeni ongavamile, kufanele aphendukele kososayensi esikhundleni se-PPT.

Isikhathi sokuthumela: Apr-14-2023