馬斯克坐擁星鏈卻引忌憚 兩岸都不敢用

衛星涵蓋全球 各國心生忌憚 台灣不敢用星鏈

你把賣130萬的客貨車擺在哪?不盤台灣人不買啦,保證是國產SUV銷售冠軍.

廢物哪壺不提提哪壺

馬斯克：可將台灣設為特別行政區
https://tw.news.yahoo.com/news/馬斯...-013715703.html

馬斯克提「台灣特別行政區」 惹議 邱國正：國軍不會再買特斯拉
https://news.ltn.com.tw/news/politi...ingnews/4086980

深入中國電動汽車墓地：記者揭穿針對汽車制造商的指控

Inside China’s EV Graveyard: Journalist Debunks Allegations Against Carmakers

Recently, a YouTuber alleged that Chinese carmakers were overproducing electric cars to obtain government subsidies and beef up sales figures. Shanghai-based auto expert Mark Rainford has quashed these allegations after visiting the so-called Chinese EV graveyard.

The initial accusations stemmed from drone footage of an EV cemetery near Hangzhou in the Zhejiang province, shared by YouTuber Winston Sterzel. He claimed that over 10,000 Neta V models were rotting away in a field. But Rainford’s on-ground investigation revealed that only 146 Neta V cars were parked on the field, while others were different models.

The cars aren’t new, as they have aftermarket seat covers, floor mats, and junk lying in the storage spaces, as per Rainford. The previous video showcased untouched plastic seat covers, so some EVs might have been new when they were driven to these fields.

Moreover, an EV called BAIC BJEV EC3 accounts for the majority of the units seen on the field. It's a small electric hatchback primarily used for ride-sharing purposes.

We reported previously that failed car rental businesses led to abandoned EVs. Following a brief craze for rental e-bikes in China, ride-sharing services witnessed a similar trend. Customers could find rental EVs using an app, unlock them digitally, and then drive away, said Rainford.

But on China’s city roads, public transportation is generally faster, which might have partially contributed to the failure of ride-sharing companies, as per Rainford.

The Chinese ride-sharing business models were asset-heavy, and arduous to administer, which might explain why so many of them failed, leaving behind hundreds of abandoned EVs. Moreover, taxis are cheaper in China, and the lack of unified parking spaces made renting these EVs inconvenient.

China’s EV space boomed after 2016 and the newer models are naturally more sophisticated, compared to the lackluster EC3. BAIC offered the electric hatchback initially with a 20-kilowatt-hour battery and later increased the capacity to 30 kWh. It had a range of 112 miles, but later it improved, claimed Rainford.

We couldn’t independently verify the specs. BAIC’s website doesn’t list the EC3 but instead has a more modern version called the EX3, reminiscent of the Chevrolet Bolt EV.

At the far end of the EV cemetery, several models from Toyota, Hyundai, Geely, and Dongfeng Peugeot-Citroen are parked, Inside China Auto’s drone footage shows. Many of these models are unregistered and new, possibly awaiting delivery or purchase, the presenter claims.

乘風出海，揚帆向前

比亞迪新能源汽車7月暢銷海外多國！

單車利潤是比亞迪的8.5倍！ 特斯拉發財報：銷量激增 毛利下滑降價還會繼續
https://new.qq.com/rain/a/20230720A018DH00

7月20日消息，今天特斯拉公佈了該公司的2023財年第二季度財報，營收為249.27億美元，
與去年同期的169.34億美元相比增長47%; 淨利潤為26.14億美元，去年同期的凈利潤為
22.69億美元。

當然了，財報中還有非常多的核心的數據，具體如下：

整體毛利：45.33億美元，毛利率18.19%，自2020年以來的新低，基本上回到了18年
的水準; 其中，汽車業務毛利率為17.52%，也是自2020年以來的新低;

研發費用：9.43億美元，費用率3.78%，低於去年同期;

單車售價：4.38萬美元，同比-18%，顯著低於去年同期的5.36萬美元;今年上半年的單
車售價在4.41萬美元（均價勉強保持在30萬以上）;

單車成本：3.61萬美元，同比-9%; 今年上半年的單車成本在3.62萬美元;

單車毛利：7676美元，同比-44%;

單車盈利：2529美元，同比-63%; 摺合人民幣1.77萬元。

在7月6日的中國汽車論壇上，國家資訊中心副主任徐長明在談到新能源汽車的未來發展趨
勢時透露，特斯拉汽車的單車平均利潤達到10426美元，約合75524元RMB，這得益於特斯拉131萬輛
的規模效應。 而相比之下，去年銷量超186萬輛的比亞迪單車平均利潤只有8854元RMB。
__________________

特斯拉再舉價格屠刀，新Model 3被曝本月上市，買比亞迪後悔了？
https://new.qq.com/rain/a/20230821A065F000

近日有網友爆料，特斯拉線下門店已經開始接受新款Model 3的預定，使用者只需要支付1000 元定金
（不可退），就能按現款Model 3的入門車型配置來預定新款Model 3。

另外，有門店人員稱新款Model 3將會在9-10月擇機上市，不過也有媒體透露新款Model 3有望在8月份上市。

作為業界著名的“降本大師”，特斯拉在“降本”這條路上一直沒有停步。 外媒報導，目前
Model 3的單車製造成本大概在16-17萬之間，而馬斯克要求新款Model 3要在此基礎上繼續降低14%
的製造成本。 為了實現這一目標，據悉特斯拉的工程師們做了不少努力：比如大量減少獨立連接件的使用，
把儀錶盤、裝飾板、通風口等集合在一起（有點類似“一體化壓鑄”技術）; 比如首次引入新款M3P電池，
通過電池一體化結構，在提升電池能量密度之餘同步降低成本.

轉貼昨晚收到的數據:

2023 年第二季全球十大電動車廠的排名如下：
特斯拉 (市佔率 21.7％)
比亞迪 (市佔率 16.2％)
廣汽埃安 (市佔率 6.0％)
福斯 (市佔率 4.7％)
上汽通用五菱 (市佔率 4.4％)
現代 (市佔率 3.6％)
BMW (市佔率 3.6％)
賓士 (市佔率 2.8％)
Kia (市佔率 2.0％)
Audi (市佔率 1.9％)

德國4家（13%），中國3家 （26.6%），
韓國2家 （5.6%），美國1家 （21.7%），
日本0家 ?!

根據以上數據前十大廠牌總共占據全球三分之二（66.9%）市場

全球十大電動車廠排名出爐：特斯拉、比亞迪分居冠亞軍，但第三名你不一定猜的到

敢搭嗎？才剛獲准舊金山載客 無人駕駛計程車就撞上消防車

負責監管無人駕駛汽車安全的加州機動車輛管理局
（California Department of Motor Vehicles，D.M.V.）
18日要求Cruise將其在舊金山運營的車輛數量砍半。
該公司目前在舊金山有400輛運營車輛，未來白天只剩不到50輛，夜間剩150輛。

California DMV is investigating a Cruise robotaxi's collision with a fire truck