0 1? Information about this meeting?
1) capacity?
In the first three quarters of this year, it delivered 3 1.89 million. At the Q3 performance meeting, Tesla set the target of delivering 500,000 vehicles by the end of this year, and the corresponding delivery gap in the fourth quarter was 65,438+0.81.00 million vehicles. In terms of production capacity, the annualized production capacity is fremont? Factory? Models? 3/Y？ Where is the annual production capacity from? 40? Million to? 50? 10,000 vehicles (Q4 capacity 12.5), Shanghai factory? Models? 3? Where is the annual production capacity from? 20? Million to? 25? Ten thousand vehicles (Q4 can deliver 6.25). From this point of view, 184500 vehicles can be produced in three months. At present, the monthly production capacity in Shanghai is about 12000. Pulling 20,000 vehicles should solve the shortage of core components. ?
2) Energy storage and overcharge
Energy storage business increased by 865,438+0%. With the continuous growth of global solar and energy storage business, it is very interesting for Tesla to introduce LFP into low-cost channels. Overcharging adds 1337 charging heads (700 charging piles are expected) and 146 charging stations, forming a closed loop of business model. ?
3) The battery cost is reduced, and the volume energy density is increased and decomposed.
56% of the cost has dropped significantly. The baseline at the cell level is 2 1700 cells, and the cost from small cells to large cells is greatly reduced, which is verified by 200Ah large cells in China.
What needs to be evaluated at present is in the super? 4680 is charging? Whether the electrodeless ear technology can properly solve the problem of battery heat dissipation, the improvement of this battery continues to be concerned. ? Drew. Bagrino? Several important messages were mentioned in the Q&A:
Fremont already has a trial production line facility, and the Berlin plant will be upgraded and expanded according to this facility.
The 4680 battery scheme will be extended to various energy sources and models.
The limitation of fast charging is mainly lithium precipitation from the negative electrode, and Tabless can mainly prevent the battery from overheating (doubtful), so the monomer design and the choice of negative electrode material have great influence on the power of fast charging?
If we want to complete this part of the work, we need a huge vertical integration team. This part is still very difficult at present. Of course, Tesla's style is to set goals at the core and then recruit outstanding talents to solve them. In fact, the transition from the existing battery system design to the integrated design of CTC may be a long-term process, and more is the iterative direction of vehicle improvement. ?
Summary: Tesla's style of play is to constantly find breakthroughs in various markets around the world. This style of play is based on constantly improving the BEV market rate and attracting consumers of fuel vehicles, which has a great strategic impact on the pattern of the traditional automobile industry. For the core breakthrough of key components, it is really vertical integration to give different answers step by step. This foundation is really solid.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.