特斯拉低价车型要来了，规划年产能400万辆

36氪2023-04-04

向年销2000万辆迈近从多名产业人士处获悉，特斯拉正在为其新的低价车型，规划一副宏大的产能版图。“这款低价车型是一个小号Model Y。”消息人士告诉36氪，“特斯拉正在为其构建一个高达400万辆的年产能计划。”据36氪了解，这是一项早期的产能策略，特斯拉正在向产业链传递：400万辆产能会分布在全球工厂，其中，北美的超级工厂将承担200万辆，德国柏林工厂和上海临港工厂分别承担100万辆。而在北美...

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精彩评论

烟花易泠
2023-04-04
烟花易泠
全世界汽车年销量大约在7000万，特斯拉的理想，比丰田还高一倍。
jackiee
2023-04-04
jackiee
产能上海工厂100万
WGJJS
2023-04-04
WGJJS
400万辆！？卖给谁去？
- 里二外三:
  10万一部中国14亿算一下如果一人一部，要生产多少年。

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Y。”消息人士告诉36氪，“特斯拉正在为其构建一个高达400万辆的年产能计划。”据36氪了解，这是一项早期的产能策略，特斯拉正在向产业链传递：400万辆产能会分布在全球工厂，其中，北美的超级工厂将承担200万辆，德国柏林工厂和上海临港工厂分别承担100万辆。而在北美...</p>\n\n<a href=\"https://36kr.com/p/2194821655103369\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4581","symbol_name":"高盛持仓","start_time":0,"source_url":"https://36kr.com/p/2194821655103369","article_id":"1130940675","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/d695ec0cc530efc680a696604e078f14"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1130940675","pubTimestamp":1680579926,"sourceInfo":{"source_id":"36k","name":"36氪"},"weMediaInfo":null,"summary":"向年销2000万辆迈近。","collect":0,"end_time":0,"defaultTopTitle":"36kr.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 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Y。”消息人士告诉36氪，“特斯拉正在为其构建一个高达400万辆的年产能计划。”据36氪了解，这是一项早期的产能策略，特斯拉正在向产业链传递：400万辆产能会分布在全球工厂，其中，北美的超级工厂将承担200万辆，德国柏林工厂和上海临港工厂分别承担100万辆。而在北美工厂当中，墨西哥的蒙特雷工厂会是这款新车型的产能主力。就上述信息，36氪向特斯拉中国官方渠道寻求评价，截至发稿，未获回应。从特斯拉的布局看，这项产能规划也已可见端倪。在今年投资者日上，特斯拉揭秘了墨西哥的蒙特雷工厂，此后，有媒体报道称，该工厂占地近4200英亩，这比德克萨斯州工厂的2500英亩多出68%，也是上海工厂面积的约20倍。针对德国柏林超级工厂，近日也有多家外媒援引官方机构文件称，特斯拉已提交该工厂的变更申请，计划将年产能从50万辆提高到100万辆。特斯拉低价车型的消息在市场上流传已久，最早由特斯拉CEO马斯克在2020年电池日上披露。当时特斯拉公布了一项自研电池的计划，将努力扩大4680电池的生产规模，马斯克表示，到2023年，这将使售价2.5万美元的自动驾驶电动汽车成为可能。此后，这款2.5万美元的车型消息相继以“Model Q”和“Model 2”为名，在市场上流传，但迟迟未见官方的落地动作。直到今年3月初的投资者活动日，特斯拉总工程师Lars Moravy重申，公司希望以目前Model 3或Model Y一半成本制造“下一代”汽车。如果特斯拉降低一半当下的成本去生产汽车，就意味着新产品的售价降下探到15万元甚至更低。降价是刺激市场的有效武器。今年1月6日，特斯拉国产车型大幅降价，Model 3车型起售价降至22.99万元，为历史最低价格，也快速拉动了特斯拉销量。2023年第一季度，特斯拉电动汽车交付量达到422875辆，同比大涨36%，环比也增长4%，创下新高。如果一款特斯拉汽车卖到15万元，显然可能再次掀起销量狂潮。10几万元的价位带，是不少国内新造车公司都在觊觎的市场，这可以帮助车企占领最广泛的汽车消费人群，走向大众、丰田等车企的规模。但实现条件还未成熟。有头部造车公司工程师向36氪透露，该公司此前也打算推出15万元的智能纯电车，但是在详细测算后发现：如果想把续航不低于400公里，搭配一套主流的智能驾驶套件，整车BOM（物料成本）就极难做到15万元以下。因此，公司已经搁置推出十几万智能电动车的计划，将产品线起始定价提升至20万元。理想汽车CEO李想也曾坦言，以公司目前的规模能力，进入20万元以下市场还难以盈利。这场仗已经不得不打。特斯拉一向是通过技术创新实现成本优化的大师。精简电子电气架构、采用一体压铸、自研芯片等，特斯拉的成本武器库足够丰富。就在今年的投资者活动日上，该公司宣称：特斯拉生产工厂的及格线为90%的总体设备自动化生产效率，以及每45秒生产一辆车。”而新的墨西哥工厂，更是会成为特斯拉的效率机器，据马斯克介绍，该工厂将采用“拼乐高”式的制造方式，让汽车部件分为六部分各自分开装配，然后再组装在一起，并且只组装一次。这可以将操作空间密度提升44%的同时，空间利用效率也提升30%，最终实现生产线占地面积减少40%以上，对比Model Y生产成本减少50%。此外，据36氪了解，根据工厂的建设进度，“15万元车型”的量产可能不会很快到来。“起码还要一年多时间。”一位消息人士说。对特斯拉而言，也可以在产业链上做更多筹备。行业人士向36氪分析，如果特斯拉能率先将智能电动车的价格下探至10余万元，不光自身能斩获大量市场份额，对产业链的成熟也会是巨大的推力。智能电动车行业将发生剧烈变革。特斯拉的销量计划一直野心勃勃。马斯克去年曾表示，特斯拉可能会开设10到12家新工厂，以增加产量，最终实现到2030年每年销售2000万辆电动汽车的目标。而从当下围绕低价车型的布局看，特斯拉已经在快速行动。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":653184718,"gmtCreate":1680621601934,"gmtModify":1680621886450,"author":{"id":"3581453865807911","authorId":"3581453865807911","name":"烟花易泠","avatar":"https://static.tigerbbs.com/34ededdd10ce5ee4303cad6448d16cfc","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"全世界汽车年销量大约在7000万，特斯拉的理想，比丰田还高一倍。","listText":"全世界汽车年销量大约在7000万，特斯拉的理想，比丰田还高一倍。","text":"全世界汽车年销量大约在7000万，特斯拉的理想，比丰田还高一倍。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653184718","repostId":1130940675,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":653324520,"gmtCreate":1680585012260,"gmtModify":1680585013976,"author":{"id":"3559525838286835","authorId":"3559525838286835","name":"jackiee","avatar":"https://static.tigerbbs.com/cafca5be903a902eced98be461a54d3b","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":1,"crmLevelSwitch":0},"htmlText":"产能上海工厂100万","listText":"产能上海工厂100万","text":"产能上海工厂100万","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653324520","repostId":1130940675,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":653321800,"gmtCreate":1680580365801,"gmtModify":1680580367331,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":8,"crmLevelSwitch":0},"htmlText":"400万辆！？卖给谁去？","listText":"400万辆！？卖给谁去？","text":"400万辆！？卖给谁去？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/653321800","repostId":1130940675,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7935825,"gmtCreate":1680620952749,"gmtModify":1680620956647,"authorId":3544518779726666,"author":{"id":3544518779726666,"authorId":3544518779726666,"name":"里二外三","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":653321800,"type":1,"supId":0,"prevId":0,"content":"10万一部中国14亿 算一下如果一人一部，要生产多少年。","text":"10万一部中国14亿 算一下如果一人一部，要生产多少年。","html":"10万一部中国14亿 算一下如果一人一部，要生产多少年。"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":8,"commentSize":3,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1130940675"}