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Tesla Aims At Profitability For Cybertruck By 2024-End With Production Ramp And Cost Savings With Dry Cathode 4680 Cells

Tesla Aims At Profitability For Cybertruck By 2024-End With Production Ramp And Cost Savings With Dry Cathode 4680 Cells

特斯拉計劃通過生產提升和乾式正極4680電池的成本節約,實現 Cybertruck 的盈利性目標,截至 2024 年底。
Benzinga ·  07:08

Tesla Inc's (NASDAQ:TSLA) Cybertruck production is on track to achieve profitability by the end of the year, the company said on Tuesday, thanks to an increase in production and attempts at reducing costs.

特斯拉股份有限公司(NASDAQ:TSLA)週二表示,由於生產量增加並試圖降低成本,其Cybertruck 生產可望在今年年底實現盈利。

Ramping Up Production: Cybertruck production more than tripled sequentially in the second quarter and the stainless steel truck became the best-selling EV pickup in the U.S., Tesla said on Tuesday in its second-quarter earnings report

生產增長:特斯拉在其第二季度業績中表示,Cybertruck 生產量在第二季度環比增長了兩倍以上,不鏽鋼卡車成爲美國最暢銷的電動皮卡。

According to Kelley Blue Book estimates, Tesla sold 8,755 Cybertrucks in the quarter in the U.S., as compared to just 2,803 in the first quarter. The second best-selling EV truck in the quarter was the F-150 Lightning, of which Ford sold just 7,902 units.

根據凱利藍皮書的估計,特斯拉在該季度在美國售出了8,755輛Cybertruck,而第一季度僅售出了2,803輛,該季度銷量排名第二的電動皮卡是F-150 Lightning,福特公司僅售出了7,902輛。

The company is currently attempting to further ramp up production with the aim of delivering 250,000 units annually starting in 2025. Tesla has touched a weekly production rate of 1,300 Cybertrucks, Musk said at Tesla's annual shareholder meeting in early June. The company is looking to increase it further this year to touch 2,500 units by year-end, he added.

目前,該公司正在試圖進一步提高產量,旨在自2025年開始每年交付25萬輛車。特斯拉在6月初的股東大會上表示,已經達到了每週1,300輛Cybertruck 的生產率,其首席執行官馬斯克補充說,該公司正在努力於今年底進一步提高產量至2,500輛。

Cost-Reduction Attempts: In addition to scaling production, Tesla is also attempting to bring down costs.

除了增加生產規模,特斯拉還試圖降低成本。

The company started testing its prototype Cybertruck produced with in-house "dry" cathode 4680 cells in July. Once ramped, the use of in-house dry cathode 4680 cells would enable major cost reduction, the company said.

該公司在7月開始測試其採用內部"幹"鈷酸鹽4680電池的原型Cybertruck。一旦擴大規模,該公司使用內部幹鈷酸鹽4680電池將能夠大大降低成本。

The launch of production Cybertrucks with dry cathode 4680 cells is expected in Q4, Tesla's Vice President of Vehicle Engineering Lars Moravy said on the company's earnings call.

特斯拉車輛工程副總裁Lars Moravy在公司的業績會上表示,預計將在Q4推出採用幹鈷酸鹽4680電池的生產Cybertrucks。

Tesla already produces 4680 cells for use in the Cybertruck but with cathodes manufactured using a more conventional "wet" process involving the use of a toxic solvent. In the second quarter, Tesla produced 50% more 4680 cells than the first quarter, the company said.

特斯拉已經在生產Cybertruck中使用採用較爲常規的“溼”過程製造的陰極的4680電池。該公司表示,第二季度生產的4680電池比第一季度增加了50%。

Why It Matters: Tesla started delivering its stainless steel Cybertruck in late November. The vehicle is aimed at more premium EV customers with the higher-end Cyberbeast variant starting at an estimated $99,990.

爲什麼重要:特斯拉從去年11月開始交付其不鏽鋼Cybertruck。該車輛面向更高端的電動汽車消費者,高端Cyberbeast版本的售價預計爲99,990美元。

However, Musk has previously said that production, and not demand, is the biggest hurdle in ramping up Cybertruck deliveries. The company eventually intends to make the truck a common sight on American roads.

然而,馬斯克此前曾表示,問題關鍵是生產而不是需求,是提高Cybertruck交付量的最大障礙。公司最終希望使該卡車在美國道路上得到普及。

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