特斯拉公布半上市时间表，引领环保车队革命

特斯拉的 Semi 卡车计划于 2025 年底推出，预计 2026 年交付范围更广。特斯拉已与百事可乐合作开展试点计划，以评估 Semi 的效率。该公司还扩大其 Lathrop Megafactory 的 Megapack 生产，推动能源行业的盈利能力。

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

特斯拉公布了雄心勃勃的半发射时间表，引领环保车队革命

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.) 发布了一项突破性声明，标志着该公司对可持续交通的坚定承诺，并确认将于 2025 年末推出备受期待的 Semi 卡车，并计划于 2026 年向更广泛的客户交付。这一战略举措与特斯拉彻底改变交通运输方式的雄心勃勃的目标相一致。通过引入环保且具有成本效益的长途运输解决方案来推动运输行业的发展。

Collaboration with PepsiCo Drives Real-World Performance Evaluation

与百事可乐的合作推动现实世界的绩效评估

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.

以其以客户为中心的方法而闻名的特斯拉已与食品和饮料巨头百事可乐公司建立了合作伙伴关系，以开展 Semi 的早期试点计划。此次合作证明了特斯拉致力于收集真实数据和反馈以优化车辆的效率和性能。

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.

据知名行业消息人士透露，特斯拉和百事可乐的合作已经两年多了。工程师们仔细分析了 Semi 在接近量产时如何提高车队效率并最大限度地减少对环境的影响。此次合作产生了宝贵的见解，指导特斯拉的设计和工程决策，以创造出满足商业车队苛刻需求的车辆。

Production Facility in Nevada to Drive High-Volume Output

内华达州的生产设施将推动大批量生产

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.

尽管遭遇挫折和延误，特斯拉仍然坚定不移地将 Semi 推向市场。在该公司 2024 年第一季度财报电话会议上，高管们概述了该车辆准备大规模生产以及随后交付给客户的明确时间表。

"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.

特斯拉高管表示：“我们的第一批车辆计划于 2025 年末从 2026 年开始向外部客户推出。”他强调了该公司将 Semi 推向市场的坚定决心。

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.

特斯拉坚定不移地追求成本效益和高效的制造工艺，因此需要改变生产时间表。为了解决这个问题，该公司正在内华达州建立一个专门的半生产设施，毗邻特斯拉超级工厂。

"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."

特斯拉高管解释道：“我们正在最终确定 Semi 的工程设计，以实现极具成本效益的大批量生产，并从我们的车队和试点车队中汲取经验，今年我们将略微扩大这些车队和试点车队的规模。” “与此同时，正如我们在股东大会上所展示的那样，我们已经开始在里诺建造工厂。”

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.

特斯拉展示了半生产设施的现场，让人们一睹其开发进度。该工厂的奠基仪式于一月份举行，标志着特斯拉建立强大的 Semi 制造能力的使命中的一个重要里程碑。

Megapack Production Soars at Lathrop Megafactory, Bolstering Energy Business Profitability

Lathrop Megafactory Megapack 产量猛增，增强能源业务盈利能力

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.

与此同时，特斯拉位于加州 Lathrop Megafactory 的 Megapack 生产势头强劲，在公司整体盈利能力中发挥着关键作用。最近对该工厂进行的空中勘测显示，Megafactory 的控制区域内有超过 330 个 Megapack 电池，突显了该工厂不断扩大的产能。

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运营中日益突出的地位从其财务业绩中可见一斑。根据特斯拉 2024 年第一季度更新信，能源发电和存储收入同比增长 7%，毛利润同比飙升 140%，这主要是由于 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.

“特斯拉团队在艰难的环境中表现出色，特别是 Megapack 的储能部署在第一季度达到了历史新高，导致能源业务的盈利能力创历史新高。而且这一情况在未来可能会继续增加。未来几个季度和几年，”特斯拉首席执行官埃隆·马斯克在第一季度财报电话会议上表示。

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.

对 2024 年 4 月 25 日拍摄的无人机镜头进行分析，揭示了拉斯罗普巨型工厂在整个第二季度的强劲活动水平。该镜头捕捉到了该设施持有场地中的 334 个 Megapack 电池，这是一个可转化为巨大收入潜力的大量库存。分析师估计这些电池的价值约为 5 亿美元。

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.

特斯拉在第一季度财报电话会议上谈到了 Lathrop 的 Megapack 产量提升问题。高管们强调，巨型工厂的扩建正在按计划进行，预计到 2025 年底，第二条总装线的增加将使该工厂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 正在按计划增产。我们拥有第二条 GA 生产线，使我们能够将退出率从今年年初的每年 20 GWh 提高到年底的每年 40 GWh。该生产线已投入使用。考虑到这些大型项目的销售周期较长，我们通常可以在发货日期前 12 至 24 个月了解订单情况，因此，我们可以提前几个季度规划建造计划。使我们能够扩大工厂规模，以适应业务和订单增长。”特斯拉高管表示。

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 计划及其对推进 Megapack 生产的坚定承诺，凸显了该公司变革交通和能源行业的使命。通过突破创新界限并与行业领导者合作，特斯拉准备提供可持续的解决方案，提高效率，减少排放，并为绿色未来铺平道路。