2021. 6. 1. 테슬라 소식

1. 중국 투자 은행(The Chinese investment bank)에 의하면기가 차이나에서 2021년 2분기에 10만 7천대를 납품할 수 있을 것으로 예상된다고 합니다. 

 

올해 4월 판매량이면, 올해 1월 판매량과 비교해야 하는데, 많은 언론에서 전달보다 27% 판매 감소했다며, FUD 를 조성했죠. 

 

중국투자은행의 예측대로라면, 4월 수출을 포함한 납품 대수가 25,845대이기 때문에 5월과 6월에는 81,155대를 납품해야 합니다. 

The Chinese investment bank, based on data from suppliers, claims that Giga Shanghai's capacity continues to grow. Tesla's factory is expected to be able to deliver 107,000 units in Q2 2021.

In its latest research report, China International Capital Corporation Limited (CICC) indicated that capacity at Tesla's Shanghai plant is increasing, benefiting companies in the supply chain. Based on manufacturer statements and industry supply chain information, CICC expects the factory's Phase 2 production capacity to continue to grow in May and June. This, in turn, will lead to increased sales.

Tesla's sales in China fell 27% in April from the previous month, prompting market concerns. However, the company has significantly increased its exports. In total, Giga Shanghai delivered 25,845 units, 14,174 of which were exported. CICC expects that in Q2 2021, Tesla's factory in China will be able to supply 107,000 units, including domestic sales and exports. Thus, for May and June, the manufacturer should deliver 81,155 EVs, which is a really high figure.

<tesmanian.com>

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아래는 트로이님 예측치 자료인데, 중국투자은행보다 32,500대 적은 74,500대 딜리버리 예측입니다.

 

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2. 트위터 유저 Ryan 이 모델Y의 가격은 계속 올리는데 Moving lumbar 는 제거했다며, 불만을 표시했습니다.

 

이에 머스크가 사용 데이터 로그를 보니 보조석에서는 거의 사용하지 않아서 제거했으며, 원자재와 같은 업계 전반의 주요 공급망 가격 압력으로 가격 인상을 할 수 밖에 없다고 말했습니다. 

 

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3. 유투버 Gabeincal 의 드론 촬영 영상을 통해, 프리몬트 공장의 한 구역에 모델Y의 전면 메가 캐스트가 보관되어 있는 것이 확인되면서, '텍사스 뿐만 아니라, 프리몬트 공장에서도 모델Y 전면 메가 캐스팅 생산이 시작된 것 아니냐'라는 이야기가 나왔습니다. 

 

It seems like Gigafactory Texas is not the only facility that is now producing the Tesla Model Y’s single-piece front megacast. Based on recent flyovers of the Fremont factory, Tesla’s California-based vehicle production plant is now also doing production runs of the massive part. 

The Model Y’s front megacasts in the Fremont Factory were spotted by drone operator and electric vehicle advocate Gabeincal, who has been chronicling the progress of Tesla’s facilities in the area for several months now. Based on footage captured of the site, the Model Y front megacasts are currently being kept on one section of the facility. It remains to be seen if these megacasts will be used for customer vehicles, or if they were simply part of a trial production run. 

<teslarati.com>