Tesla Investor Day: Does the drop in the cost of the next generation of electric vehicles mean that Tesla will cut prices?

As the "pioneer" of modern new energy vehicles, Tesla's "story" is also very good in addition to building cars. On March 2, 2023, Tesla Investor Day was held in Texas Super Factory. Elon musk, CEO of Tesla, unveiled the third chapter of Tesla's "Secret Grand Plan"-turning to sustainable energy in an all-round way, with the goal of achieving 65,438+000% sustainable energy by 2050. There is no specific new product release in this activity, which is mainly about reviewing the past and imagining the future. This is more like a swearing-in meeting about Tesla's dream of "transforming the earth".

Challenge the "transformation of the earth" and start the third chapter of the secret plan

The third chapter of elon musk's secret grand plan is actually to "transform the earth" and make it turn to sustainable energy in an all-round way, with the goal of achieving 100% sustainable energy by 2050. This sounds difficult, but Tesla has broken it down and is ready to challenge it. Moving towards completely sustainable energy requires efforts in five core aspects, including a comprehensive shift to electric vehicles; Use heat pumps in domestic, commercial and industrial fields; Using high temperature energy storage and green hydrogen energy in industrial field; Application of sustainable energy in aircraft and ships: using renewable energy to drive the existing power grid.

In addition, in order to achieve the goal, we need 240TWh of energy storage, 30TW of renewable electricity, 10 trillion US dollars of manufacturing investment, less than12 of fuel economy energy demand, less than 0.2% of renewable energy infrastructure and sustainable energy investment equivalent to 2022 global GDP 10%. At the same time, we must overcome all resources.

I have to say that this is a very difficult "dream", but Tesla has no plans to retreat. Tesla believes that it is impossible for the earth to spontaneously turn to a sustainable energy economy. As "investors" of the earth, we should stop fantasizing, recognize the reality and take practical actions. Of course, before the appeal, Tesla's actions had already begun. In its development process, it has been improving the efficiency of product design, manufacturing and energy storage business through various technical means to achieve a better sustainable development future. The well-known Tesla Model 3 is one of the super energy-saving electric vehicles. Only the energy required to cook a pot of spaghetti can make Model 3 travel a mile. In addition to making changes from the fundamental car-making technology, Tesla is constantly using its influence to "mobilize" ordinary consumers. The data shows that in 20021year, Tesla reduced 8.4 million tons of greenhouse gas emissions by influencing more consumers to choose more energy-efficient electric vehicles.

It is worth noting that Tesla is still studying how to apply heat pump technology on a large scale. If successful, it is expected to replace fossil energy to solve the heating problem and greatly reduce energy consumption. In addition, although there was no actual new car release at this event, Tesla revealed some other information. For example, the electric pickup truck Cyberruck will be launched this year, and humanoid robots can make robots. Cyberruck, humanoid robots and all future vehicles will turn to 48V architecture, and the next generation of permanent magnet motors will not use rare earth materials at all, and the energy will be 100% sustainable by 2050.

To improve production capacity and reduce costs, producing a car within 45 seconds is just a passing line.

In the face of long-term goals, production capacity and consumers' acceptance of products are very important. On investor day, Tesla is still very confident about the production capacity. It reviewed the "achievements" of Shanghai Super Factory with everyone. This factory is the benchmark of design and manufacture, and it is extremely efficient. The "Tesla Speed" and "China Speed", which were started, put into production and delivered in the same year, are still talked about by the industry. In addition, the Shanghai Super Factory also makes Tesla very proud of automation. After innovation, this factory has a very positive effect on time and environmental protection in the process of building cars. Coupled with the blessing of the automatic production line, Tesla only needs dozens of people to complete the efficiency of the traditional production line in the past. It can be seen that Tesla's pride still has capital.

In addition, after a lot of innovation and improvement in fremont Super Factory, the production beat speed has increased by 65,438+00%; The super factory in Berlin can produce 4000 Model Y cars per week. Compared with the past, this progress is rapid. Tesla Zhu Xiaotong said: "The overall equipment efficiency of the Tesla production plant reaches 90%, and a car is produced every 45 seconds.

It is worth mentioning that Tesla also has a brand-new super factory-the super factory in Monterrey, Mexico is about to be born. This factory will continue to strive to increase global production capacity and achieve the goal of delivering 20 million electric vehicles in 2030. This new factory will produce the next generation of platform models, and other factories around the world will follow suit. With the guarantee of production capacity, Tesla's production cost will be further reduced.

In the event, Tesla took Model 3 as an example. In 20 18, the weekly output of this car reached 5000. In the past four years, Tesla has reduced the production cost of Model 3 by 30%. The vehicle harness from Model S to Model 3 has been reduced by 17kg. It can be seen that the cost reduction has been gradually realized. Tesla's next goal is to further reduce the cost of bicycles and make Tesla affordable for more people. Only in this way can Tesla go further from the goal of "complete sustainable development".

Helping "* * * enjoy energy", charging piles will be open to other brands.

As I said at the beginning, in order to realize the third chapter of the secret grand plan, one of the cores of a comprehensive shift to sustainable energy is a comprehensive shift to electric vehicles, and charging facilities are the only way to promote the development of electric vehicles. Today, Tesla owners can travel around the world through Tesla's charging facilities, but what Tesla wants is not that simple. Tesla hopes to speed up "* * * charging", that is, they each provide their own charging services to other brands of electric vehicles. On February 28th, Tesla opened the first batch of 10 super charging stations to other electric brands in Australia and the United States. In Europe, 50% of super charging piles have been opened to all brands of electric vehicles; In China, the plan has also entered the debugging stage.

In order to balance the use of charging piles, Tesla also actively realizes data interoperability with other manufacturers of electric vehicles and charging facilities, guiding users to "not busy" facilities and improving the utilization rate of charging facilities. It greatly improves the utilization rate of charging piles, electricity consumption cost and user waiting time. According to statistics, Tesla provided 9TWh of electricity in 2022, and provided as many as 6.5438+0.5 million super charges every week. The super charging station can ensure normal operation nearly 99.9% of the time. From 20 12 to 202 1, the power generation of Tesla energy products has exceeded the sum of all Tesla vehicles and factories. If Tesla's "* * * enjoy energy" enters a state of rapid improvement, I believe it will greatly enhance everyone's confidence in buying electric vehicles.

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Through Tesla Investor Day, we can see the ambition of "grand plan". This dream of "transforming the earth" is actually quite far away for ordinary people, but on the road of "accelerating the transformation of the world to sustainable energy", Tesla has turned the first and second chapters of the secret grand plan from blueprints into reality. For many investors, perhaps the third chapter is still worth "following up".

This article comes from the author's car briefing of Easy Car Number, and the copyright belongs to the author. Please contact the author for any form of reprint. The content only represents the author's point of view and has nothing to do with the car reform.