来源:
https://electrek.co/2018/05/31/tesla-model-3-teardow-material-production-cost/
Tesla Model 3 teardown points to only $28,000 in potential material and
production cost
Tesla Model 3 拆解后显示其潜在材料和生产成本仅为28,000美元
Several Tesla Model 3 vehicles were bought by competing automaker engineering
firms to try and to learn about the technology.
Tesla 的竞争对手车厂购买了几辆 Model 3 尝试并了解这项技术。
Earlier this year, a German automaker was reportedly impressed by the Model 3
after having reverse-engineered it.
今年早些时候,一家德国汽车制造商在逆向工程之后对Model 3印象深刻。
Now, another German firm has reportedly completed a teardown of the vehicle
and came up with an impressive potential cost for Tesla’s latest electric
vehicle.
现在,另一家德国公司据报已完成对该车的拆解,并提出了Tesla 最新的电动车
令人印象深刻的潜在成本。
German magazine WirtschaftsWoche spoke with one of the engineering firms who
bought Model 3 vehicles on the used market to benchmark and tear them down.
德国杂志 WirtschaftsWoche 与其中一家在二手市场上购买了 Model 3 进行基准测试
并将其拆除的公司进行了访谈。
They claim that their cost analysis resulted in materials and logistics costs
of $18,000 and labor costs of $10,000 for a total cost potential cost of
$28,000.
他们声称,他们的成本分析结论是材料和物流成本为18,000美元,
人工成本为10,000美元,总潜在成本为28,000美元。
A test engineer for the firm said that he believes the Model 3 could turn out
to be quite profitable:
该公司的一名测试工程师表示,他认为 Model 3 可能会非常有利可图:
If Tesla manages to build the planned 10,000 units a week, the Model 3 will
deliver a significant positive contribution to earnings,
如果 Tesla 能够做到其周产一万辆的计划,那么 Model 3 将为收益带来显著积极贡献
This analysis counters previous reports that suggested the cost could be
closer to $35,000, which happens to be the base price of the standard version
of the Model 3.
The firm also claims to have figured out the percentage of cobalt inside the
Model 3 battery cells: 2.8 percent.
该公司还宣称已经计算出 Model 3 电池内钴的百分比:2.8%。
That’s significantly less cobalt than in similar battery cells from the
competition and confirms what Tesla recently claimed in its shareholders
letter and ‘Conflict Minerals Report’.
与竞争对手的类似电池相比,钴的用量大大减少了
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Model 3 发表后,其实各界都对其3.5万美元的起价是否能赚到钱表示怀疑
尤其是一些传统汽车厂高层
很久以前板上也曾经有过讨论,记得当初我讲过 Model 3 的毛利率猜测会是在25%上下
当时有某位板友表示很怀疑并且争论了很久
现在德国对手车厂做出了这样的拆解研究,也间接说明了 Model 3 的毛利率的确是这样
其实最近认为 Model 3 会赚钱、Tesla 会开始稳定营利的声音越来越多
加上这份研究,相信应该不会再有人质疑 Model 3 这3.5万美元的起始定价了
另外一个重点是 Model 3 的2170电池对于钴的用量大减
要制造车用锂电池最缺乏的其实是钴矿而不是锂
这说明了 Tesla 的电池相较于对手是走在很前面的,并且已经大量生产中