2023. 10. 2. 테슬라 소식

1. 테슬라가 중국에서 업그레이드 Y 모델를 출시했습니다.

 

1) 19' Gemini 휠

2) Ambient Light

3) RWD 제로백 5.9초(기존 6.9초)

4) RWD 주행거리 554km(중국 기준, 이전 545km)

5) LR 주행거리 688km(중국 기준, 이전 660km)

6) HW 3.0(이전 그대로)

Tesla has launched a revamped Model Y in China. The car has some changes to the exterior, interior, performance, and range. The updates make Model Y more modern and attractive to consumers.

Now, Giga Shanghai's base Model Y has faster acceleration times. Acceleration from 0 to 60 mph is now 5.9 seconds, down 1 second from 6.9 seconds previously. The CLTC's range has increased to 554 kilometers from the previous 545 kilometers. The starting price remains unchanged at 263,900 yuan ($36,140). The waiting time also remains the same and ranges from 2 to 6 weeks.

For the Model Y Long Rang, only the CLTC range has changed. It increased by 28 kilometers, to 688 kilometers from the previous 660 kilometers. Its starting price is 299,900 yuan and the waiting time is 6-8 weeks, both of which remain unchanged.

Model Y Performance specifications remain unchanged.

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-launched-revamp-model-y-in-china

Tesla’s announcement of its new Model Y captured the attention of many. Tesla watchers speculated if the new Model Y will feature Hardware 4.0. Tesla China’s Customer Support team responded to the question by stating that the vehicle still has Hardware 3.0.

“Hello, the updated Model Y’s autonomous driving hardware is not 4.0, it still uses 3.0,” Tesla China’s Customer Support team replied.

https://www.teslarati.com/tesla-model-y-upgrade-china-2023-hw3-confirmed/

---

2. Tesla Model Y는 2023년 9월과 2023년 첫 3분기 동안 노르웨이에서 가장 많이 팔린 자동차가 되었습니다.

 

- 2023. 9월 2,474대 판매

- 최근 9개월 동안 19,555대 판매

EU-EVs, which publishes data on sales of electric vehicles in Norway, has already reported up-to-date information for September. This made it possible to evaluate car sales in the country based on the results of three quarters of the year and see a winner. In September alone, Tesla sold 2,474 Model Ys. To understand the car's advantage, just look at the sales data of its competitors. In second place is Skoda Enyaq with only 686 sales for the whole month. In third place is Ford Mustang Match-E with 459 units.

Data for the first three quarters of 2023 are even more telling. Tesla sold 19,555 Model Ys in nine months, more than 2,000 units more than its four closest competitors combined. The closest competitor, Volkswagen ID.4, is in second place and sold 5,635 units. In third place is Skoda Enyaq with 4,589 units sold. Volkswagen ID.Buzz registered 3,636 units. In fifth place is Toyota BZ4X with 3,327 sales.

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-model-y-is-the-best-selling-car-in-norway-in-september-in-2023

---

3. Tesla는 지난 9월 프랑스에서 작년 같은 기간에 비해 판매량이 60.5% 증가했으며, 프랑스 전체 자동차 시장에서 3.55%의 점유율을 차지했습니다.

 

Tesla registered a 60.5% increase in sales in France in September compared to the same period last year, taking a 3.55% share of the country’s overall auto market. The brand contributed to the growth of the share of EVs on French roads, which amounted to 19% in September.

https://driveteslacanada.ca/model-y/tesla-in-france-registers-a-60-yoy-sales-increase-in-september/?utm_source=rss&utm_medium=rss&utm_campaign=tesla-in-france-registers-a-60-yoy-sales-increase-in-september

---

4. Highland Model 3 초기 유럽 고객은 VIN을 받고 결제를 진행하라는 요청을 받고 있는 것으로 알려졌습니다.

 

https://x.com/TeslaNewswire/status/1708520311094727112?s=20

---

5. 2023Q3 딜리버리 관련 개인생각

 

- 지금부터 약 8시간 후인 오늘 저녁 9시 30분부터 자정 넘어 1시 사이에 2023Q3 딜리버리 발표가 있을 것으로 예상됩니다.

 

애널리스트들의 예상 평균 인도량은 45만 809대이고, 우리에게 친근한 애널리스트들은 44만대 판매를 예상하고 있습니다. 이 시점에 다시 한번 집고 넘어가야할 것은 우리에게 정말 중요한 것은 '로보택시'와 '옵티머스'입니다.

 

그렇기에 조립 라인 업그레이드로 인해 이미 낮을 것이라 예상되는 딜리버리에 너무 속상해할 필요도 없고, 반대로 좋게 나왔다고 날뛸 필요도 없을 것으로 보입니다. 

 

https://x.com/TeslaZoa/status/1708645609073442918?s=20