特斯拉公佈半上市時間表，引領環保車隊革命

特斯拉的 Semi 卡車計劃於 2025 年底推出，預計 2026 年交付範圍更廣。該公司還擴大其 Lathrop Megafactory 的 Megapack 生產，推動能源產業的獲利能力。

Tesla Unveils Ambitious Timeline for Semi Launch, Spearheading Eco-Friendly Fleet Revolution

特斯拉公佈了雄心勃勃的半發射時間表，引領環保車隊革命

In a groundbreaking announcement that signals the company's unwavering commitment to sustainable transportation, Tesla Inc. has confirmed the launch of its highly anticipated Semi truck for late 2025, with broader customer deliveries slated for 2026. This strategic move aligns with Tesla's ambitious goals of revolutionizing the haulage industry by introducing an environmentally friendly and cost-effective solution for long-haul transportation.

特斯拉公司(Tesla Inc.) 發布了一項突破性聲明，標誌著該公司對永續交通的堅定承諾，並確認將於2025 年底推出備受期待的Semi 卡車，併計劃於2026 年向更廣泛的客戶交付。

Collaboration with PepsiCo Drives Real-World Performance Evaluation

與百事可樂的合作推動現實世界的績效評估

Tesla, renowned for its customer-centric approach, has forged a collaborative partnership with PepsiCo, a food and beverage behemoth, to conduct an early pilot program with the Semi. This partnership serves as a testament to Tesla's commitment to gathering real-world data and feedback to optimize the vehicle's efficiency and performance.

以其以客戶為中心的方法而聞名的特斯拉已與食品和飲料巨頭百事可樂公司建立了合作夥伴關係，以開展 Semi 的早期試點計劃。此次合作證明了特斯拉致力於收集真實數據和回饋以優化車輛的效率和性能。

According to reputable industry sources, Tesla and PepsiCo have partnered for over two years. Engineers have meticulously analyzed how the Semi can enhance fleet efficiency and minimize environmental impact as the vehicle nears mass production. The partnership has yielded valuable insights, guiding Tesla's design and engineering decisions to create a vehicle that meets the demanding needs of commercial fleets.

據知名產業消息人士透露，特斯拉和百事可樂的合作已經兩年多了。工程師仔細分析了 Semi 在接近量產時如何提高車隊效率並最大限度地減少對環境的影響。此次合作產生了寶貴的見解，指導特斯拉的設計和工程決策，以創造出滿足商業車隊苛刻需求的車輛。

Production Facility in Nevada to Drive High-Volume Output

內華達州的生產設施將推動大量生產

Despite setbacks and delays, Tesla remains steadfast in its commitment to delivering the Semi to market. During the company's Q1 2024 Earnings Call, executives outlined a clear timeline for the vehicle's readiness for mass production and its subsequent delivery to customers.

儘管遭遇挫折和延誤，特斯拉仍然堅定不移地將 Semi 推向市場。在該公司 2024 年第一季財報電話會議上，高層概述了該車輛準備大規模生產以及隨後交付給客戶的明確時間表。

"Our first vehicles are planned for late 2025 of external customers starting in 2026," stated Tesla executives, highlighting the company's unwavering determination to bring the Semi to market.

特斯拉高層表示：「我們的第一批車輛計畫於 2025 年底從 2026 年開始向外部客戶推出。」他強調了該公司將 Semi 推向市場的堅定決心。

Tesla's unwavering pursuit of cost-effective and efficient manufacturing processes has necessitated a shift in production timelines. To address this, the company is establishing a dedicated semi-production facility in Nevada, adjacent to the Tesla Gigafactory.

特斯拉堅定不移地追求成本效益和高效的製造工藝，因此需要改變生產時間表。為了解決這個問題，該公司正在內華達州建立一個專門的半生產設施，毗鄰特斯拉超級工廠。

"We're finalizing the engineering of the Semi to enable super cost-effective high-volume production with learnings from our fleet and pilot fleet, which we're expanding this year marginally," explained Tesla executives. "In parallel, as we showed in the shareholder's deck, we have started construction on the factory in Reno."

特斯拉高層解釋道：「我們正在最終確定Semi 的工程設計，以實現極具成本效益的大批量生產，並從我們的車隊和試點車隊中汲取經驗，今年我們將略微擴大這些車隊和試點車隊的規模。 “與此同時，正如我們在股東大會上所展示的那樣，我們已經開始在裡諾建造工廠。”

Tesla showcased the site of the semi-production facility, providing a glimpse into the progress of its development. The facility's groundbreaking ceremony took place in January, marking a significant milestone in Tesla's mission to establish a robust manufacturing capacity for the Semi.

特斯拉展示了半生產設施的現場，讓人們一窺其開發進度。該工廠的奠基儀式於一月舉行，標誌著特斯拉建立強大的 Semi 製造能力的使命中的一個重要里程碑。

Megapack Production Soars at Lathrop Megafactory, Bolstering Energy Business Profitability

Lathrop Megafactory Megapack 產量激增，並增強能源業務獲利能力

In a parallel development, Tesla's Megapack production at its Lathrop Megafactory in California is gaining momentum, playing a pivotal role in the company's overall profitability. A recent aerial survey of the plant revealed over 330 Megapack batteries in the Megafactory's holding areas, underscoring the facility's expanding production capacity.

同時，特斯拉位於加州 Lathrop Megafactory 的 Megapack 生產勢頭強勁，在公司整體獲利能力中發揮關鍵作用。最近對該工廠進行的空中勘測顯示，Megafactory 的控制區域內有超過 330 個 Megapack 電池，突顯了該工廠不斷擴大的產能。

Tesla Energy's growing prominence within the company's operations is evident in its financial performance. According to Tesla's Q1 2024 Update Letter, energy generation and storage revenues increased by 7% year-over-year, while gross profit surged by 140% year-over-year, largely driven by increased Megapack deployments.

特斯拉能源公司在公司營運中日益突出的地位從其財務表現中可見一斑。根據特斯拉 2024 年第一季更新信，能源發電和儲存收入年增 7%，毛利年增 140%，這主要是由於 Megapack 部署的增加。

"The Tesla team did a great job executing in a tough environment and energy storage deployments of Megapack, in particular, reached an all-time high in Q1 leading to record profitability for the energy business. And that looks likely to continue to increase in the quarters and years ahead," said Elon Musk, Tesla's CEO, during the first-quarter earnings call.

「特斯拉團隊在艱難的環境中表現出色，特別是 Megapack 的儲能部署在第一季達到了歷史新高，導致能源業務的盈利能力創歷史新高。而且這一情況在未來可能會繼續增加。未來幾個季度和幾年，」特斯拉執行長馬斯克在第一季財報電話會議上表示。

Analysis by drone footage captured on April 25, 2024, reveals the Lathrop Megafactory's robust activity levels throughout the second quarter. The footage captured 334 Megapack batteries in the facility's holding lots, a substantial inventory that translates into significant revenue potential. Analysts estimate the value of the batteries at approximately $500 million.

對 2024 年 4 月 25 日拍攝的無人機鏡頭進行分析，揭示了拉斯羅普巨型工廠在整個第二季度的強勁活動水平。鏡頭捕捉了該設施持有場地中的 334 個 Megapack 電池，這是一個可轉化為巨大收入潛力的大量庫存。分析師估計這些電池的價值約為 5 億美元。

Tesla addressed the production ramp-up of Megapacks at Lathrop during the Q1 earnings call. Executives emphasized that the Megafactory's expansion is progressing as planned, with the addition of a second general assembly line expected to boost the facility's exit rate to 40 GWh per year by the end of 2025.

特斯拉在第一季財報電話會議上談到了 Lathrop 的 Megapack 產量提升問題。高層強調，巨型工廠的擴建正在按計劃進行，預計到 2025 年底，第二條總裝線的增加將使該工廠的退出率提高到每年 40 GWh。

"Lathrop is ramping as planned. We have our second GA line allowing us to increase our exit rate from 20 GWh per year to — at the start of this year to 40 GWh per year by the end of the year. That line is commissioned. There's really nothing limiting the ramp. Given the longer sales cycles for these large projects, we typically have order visibility 12 to 24 months prior to ship dates. So, we're able to plan the build plan several quarters in advance. So, this allows us to ramp the factory to align with the business and order growth," noted Tesla executives.

「Lathrop 正在按計劃增產。我們擁有第二條 GA 生產線，使我們能夠將退出率從今年年初的每年 20 GWh 提高到年底的每年 40 GWh。該生產線已投入使用。考慮到這些大型項目的銷售週期較長，我們通常可以在發貨日期前12 至24 個月了解訂單情況，因此，我們可以提前幾個季度規劃建造計劃。高階主管表示。

Tesla's ambitious plans for the Semi and its unwavering commitment to advancing Megapack production underscore the company's mission to transform the transportation and energy sectors. By pushing the boundaries of innovation and collaborating with industry leaders, Tesla is poised to deliver sustainable solutions that drive efficiency, reduce emissions, and pave the way for a greener future.

特斯拉雄心勃勃的 Semi 計畫及其對推動 Megapack 生產的堅定承諾，凸顯了該公司變革交通和能源產業的使命。透過突破創新界限並與行業領導者合作，特斯拉準備提供永續的解決方案，提高效率，減少排放，並為綠色未來鋪平道路。