Ingcamango enqwenelekayo emva kukaTesla "ukususwa komhlaba onqabileyo"

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I-Tesla ngoku ayicwangciswanga kuphela ukuguqula imarike yemoto yombane, kodwa ilungiselela ukukhomba indlela yombane kunye noshishino lweteknoloji emva kwayo.
Kwinkomfa yabatyali-mali behlabathi kaTesla “iSicwangciso esiNcinci se-3” ngoMatshi 2, uColin Campbell, usekela mongameli kaTesla kubunjineli bezobunjineli, wathi “uTeslaiya kudala injini yemoto yombane esisigxina ukunciphisa ubunzima kunye neendleko zezixhobo zombane”.
Ukujonga i-bullshit eqhutyelwe kwi-"Grand Plans" yangaphambili, ezininzi zazo azizange ziqatshelwe (ukuqhuba ngokungekho mntu, inethiwekhi ye-Robotaxi, immigration ye-Mars), kwaye ezinye ziye zancitshiswa (iiseli zelanga, i-Starlink satellites).Ngenxa yoku, onke amaqela emarikeni Kurhanelwa ukubaI-Tesla ebizwa ngokuthi "injini ye-magnetic esisigxina yemoto yombane engenazo izinto ezinqabileyo zomhlaba" ingabakho kuphela kwi-PPT.Nangona kunjalo, ngenxa yokuba ingcamango igqithise kakhulu (ukuba ingaqondwa, iya kuba yisando esinzima kwishishini lomhlaba onqabileyo), abantu abakwishishini "bavule" iimbono zikaMusk.
UZhang Ming, ingcali eyintloko ye-China Electronics Technology Group Corporation, unobhala-jikelele we-Magnetic Materials Branch ye-China Electronic Materials Industry Association, kunye nomlawuli olawulayo we-China Rare Earth Society, wathi iqhinga likaMusk lininzi "lokunyanzeliswa" kwengcaciso. ngokuhambelana nesicwangciso sase-US sokuphuhlisa izithuthi zombane.Isicwangciso sotyalo-mali esichanekileyo ngokwezopolitiko.Unjingalwazi weSebe lobuNjineli boMbane kwiSikolo Sobunjineli Boomatshini kwiYunivesithi yaseShanghai ukholelwa ukuba uMusk usenokuba neyakhe imbono ngokungawusebenzisi umhlaba onqabileyo: “Asinakuthi abantu basemzini abawusebenzisi umhlaba onqabileyo, sisuke nje silandela umzekelo wabo.”

Ingaba zikhona iinjini ezingasebenzisi umhlaba onqabileyo?

Iimotor zezithuthi zombane eziqhele ukusetyenziswa kwimarike zinokwahlulwa zibe ngamacandelo amabini: ezo zingayifuniyo imihlaba enqabileyo, kunye neemotor ezisisigxina zemagnethi ezifuna umhlaba onqabileyo.
Into ebizwa ngokuba ngumgaqo osisiseko kukungeniswa kwe-electromagnetic yethiyori yefiziksi yesikolo samabanga aphakamileyo, esebenzisa ikhoyili ukuvelisa umazibuthe emva kokufakelwa kombane.Xa kuthelekiswa neenjini zemagnethi ezisisigxina, amandla kunye netorque ziphantsi, kwaye umthamo mkhulu;ngokuchaseneyo, iimotor ezisisigxina zemagnethi ze-synchronous zisebenzisa i-neodymium iron boron (Nd-Fe-B) imagnethi esisigxina, oko kukuthi, imagnethi.Inzuzo yayo ayikho nje into yokuba isakhiwo silula, kodwa kubaluleke ngakumbi, umthamo unokwenziwa umncinci, onenzuzo enkulu kwiimoto zombane ezigxininisa ukwakheka kwendawo kunye nokukhanya.
Izithuthi zombane zakuqala zikaTesla zasebenzisa iimotor ze-AC: ekuqaleni, iModel S kunye neModel X zasebenzisa i-AC induction, kodwa ukusukela ngo-2017, iModel 3 yamkele imagnethi entsha ye-DC motor xa yayisungulwa, kunye nezinye Imoto efanayo isetyenziswe kwimodeli. .Idatha ibonisa ukuba i-magnetic motor esisigxina esetyenziswe kwi-Tesla Model 3 i-6% esebenzayo ngakumbi kune-motor induction esetyenziswe ngaphambili.
Iimotor zemagnethi ezisisigxina kunye neemotor ezilinganayo zinokudityaniswa enye kwenye.Umzekelo, uTesla usebenzisa iimotor zokungeniswa kwe-AC kumavili angaphambili kunye neenjini ezisisigxina zemagnethi ezihambelanayo kumavili angasemva kwiModeli 3 kunye nezinye iimodeli.Olu hlobo lwe-hybrid drive balances ukusebenza kunye nokusebenza kakuhle, kwaye lunciphisa ukusetyenziswa kwezinto ezinqabileyo zomhlaba.
Nangona xa kuthelekiswa nokusebenza okuphezulu kweemotor ezisisigxina zemagnethi ezihambelanayo, ukusebenza kakuhle kweenjini ze-asynchronous AC kusezantsi kancinci, kodwa le yokugqibela ayifuni ukusetyenziswa komhlaba onqabileyo, kwaye iindleko zinokuncitshiswa malunga ne-10% xa kuthelekiswa neyokuqala.Ngokobalo lweZibambiso zeZheshang, ixabiso lemagnethi yomhlaba enqabileyo esisigxina yeemoto zebhayisekile zokuqhuba izithuthi zamandla amatsha malunga ne-1200-1600 yuan.Ukuba izithuthi zamandla amatsha zishiya umhlaba onqabileyo, aziyi kuba negalelo elikhulu ekunciphiseni iindleko kwicala leendleko, kwaye inani elithile lokuhamba ngenqanawa liya kubingelelwa ngokwemigaqo yokusebenza.
Kodwa kuTesla, othe phithi kulawulo lweendleko kuzo zonke iindleko, le drizzle ayinakuqwalaselwa.UMnu Zhang, umntu ochaphazelekayo ojongene nomthengisi wombane wasekhaya, wavuma "kwi-Electric Vehicle Observer" ukuba ukusebenza kakuhle kwemoto kunokufikelela kwi-97% ngokusebenzisa izinto ezinqabileyo zomhlaba ezisisigxina zemagnethi, kunye ne-93% ngaphandle komhlaba onqabileyo, kodwa iindleko zinako. kuncitshiswe nge-10%, nto leyo iseyimali entle xa iyonke.ye.
Ke zeziphi iinjini uTesla aceba ukuzisebenzisa kwixesha elizayo?Utoliko oluninzi kwimarike alukwazanga ukuxela ukuba kutheni.Makhe sibuyele kumagama okuqala kaColin Campbell ukuze sifumane:
Ndikhankanye indlela yokunciphisa ubungakanani bemihlaba enqabileyo kwi-powertrain kwixesha elizayo.Imfuno yomhlaba enqabileyo iyanda ngokumangalisayo njengoko ihlabathi litshintshela kumandla acocekileyo.Akuyi kuba nzima nje ukuhlangabezana nale mfuno, kodwa umhlaba onqabileyo wemigodi unemingcipheko ethile malunga nokukhuselwa kwendalo kunye neminye imiba.Ke siyile isizukulwana esilandelayo seenjini zokuqhuba umazibuthe, ezingasebenzisi naziphi na izinto zomhlaba ezinqabileyo kwaphela.
Jonga, intsingiselo yombhalo wokuqala sele icace gca.Isizukulwana esilandelayo sisasebenzisa iinjini zemagnethi ezisisigxina, hayi ezinye iintlobo zeenjini.Nangona kunjalo, ngenxa yezinto ezifana nokukhuselwa kwendalo kunye nokubonelela, izinto ezinqabileyo zomhlaba kwiimotor zangoku ezisisigxina kufuneka zisuswe.Yitshintshe ngexabiso eliphantsi kwaye kulula ukuzifumana!Kuyimfuneko ukuba ube nokusebenza okuphezulu kweemagnethi ezisisigxina ngaphandle kokubanjwa entanyeni.Lo ngumnqweno kaTesla wokufuna "ukufuna zombini"!
Ngoko ke zeziphi izinto ezenziwe ngezinto ezinokwanelisa amabhongo kaTesla?I-akhawunti yoluntu "RIO Electric Drive" iqala kuhlelo lwangoku lweemagnethi ezahlukeneyo ezisisigxina, kunyeekugqibeleni iqikelela ukuba uTesla unokusebenzisa isizukulwana sesine samagnethi esisigxina SmFeN ukuze athathe indawo yeNdFeB ekhoyo kwixesha elizayo.Kukho izizathu ezibini: Nangona i-Sm nayo i-Elements enqabileyo yomhlaba, kodwa i-crust yomhlaba icebile kumxholo, ixabiso eliphantsi kunye nokubonelela okwaneleyo;kwaye ngokwembono yokusebenza, i-samarium iron nitrogen yintsimbi yemagnethi ekufutshane nenqabileyo yomhlaba neodymium iron boron.

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Ukuhlelwa kweemagnethi ezahlukeneyo ezisisigxina (Umthombo womfanekiso: I-RIO Electric Drive)

Kungakhathaliseki ukuba zeziphi izinto ezisetyenziswa nguTesla ukutshintsha umhlaba onqabileyo kwixesha elizayo, umsebenzi ongxamisekileyo kaMusk unokunciphisa iindleko.Nangona uTeslaimpendulo kwimarike iyamangalisa, ayifezekanga, kwaye imarike isenolindelo oluninzi kuyo.

Umbono wokuxhalaba emva kweengxelo zemivuzo

NgoJanuwari 26, 2023, uTesla wanikezela ngengxelo yemali ye2022: azizonke ngaphezulu kwe-1.31 yezigidi zeemoto zombane eziye zahanjiswa kwihlabathi jikelele, ukunyuka konyaka-nyaka ngama-40%;iyonke ingeniso yayimalunga ne-US$81.5 yeebhiliyoni, ukunyuka konyaka-ngonyaka ngama-51%;Inzuzo epheleleyo yayimalunga ne-12.56 yeebhiliyoni zeedola zaseMelika, iphindwe kabini ngonyaka, kwaye izuze inzuzo iminyaka emithathu ilandelelana.

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I-Tesla iphinda kabini inzuzo yesatha ngo-2022

Umthombo wedatha: iTesla Global Financial Report

Nangona ingxelo yezemali yekota yokuqala ye-2023 ayiyi kubhengezwa kude kube ngu-Apreli 20, ngokwendlela yangoku, oku kunokwenzeka ukuba ibe enye ikhadi lengxelo eligcwele "izinto ezimangalisayo": kwikota yokuqala, imveliso yehlabathi yeTesla idlule i-440,000..Izithuthi zombane, ukunyuka konyaka-nyaka ngama-44.3%;ngaphezu kwe-422,900 yezithuthi zaziswa, irekhodi eliphezulu, ukunyuka konyaka-ngonyaka kwe-36%.Phakathi kwazo, iimodeli ezimbini eziphambili, i-Model 3 kunye ne-Model Y, zivelise iinqwelo ezingaphezu kwe-421,000 kwaye zihambisa ngaphezu kwezithuthi ze-412,000;Iimodeli ze-S kunye ne-Model X zivelise izithuthi ezingaphezu kwe-19,000 kwaye zihambisa ngaphezu kweenqwelo ze-10,000.Kwikota yokuqala, ukuhla kwexabiso lehlabathi likaTesla kuvelise iziphumo ezibalulekileyo.

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Ukuthengiswa kukaTesla kwikota yokuqala
Umthombo womfanekiso: Iwebhusayithi esemthethweni yeTesla

Ngokuqinisekileyo, imilinganiselo yexabiso ayibandakanyi kuphela ukuhla kwexabiso, kodwa kunye nokuqaliswa kweemveliso eziphantsi kwexabiso eliphantsi.Kwiintsuku ezimbalwa ezedlulileyo, kwaxelwa ukuba uTesla uceba ukuqalisa imodeli ephantsi kwexabiso eliphantsi, elibekwe "njengeModeli Y encinci", apho uTesla wakha isicwangciso samandla okuvelisa ngonyaka ukuya kwi-4 yezigidi zezithuthi.NgokukaCui Dongshu, unobhala-jikelele weNational Passenger Car Market Information Association,ukuba i-Tesla isungula iimodeli ezinamaxabiso aphantsi kunye namabakala amancinci, iya kuthatha ngokufanelekileyo iimarike ezifana neYurophu kunye neJapan ezikhetha izithuthi zombane ezincinci.Le modeli inokuzisa uTesla isikali sokuhanjiswa kwehlabathi esidlula kude eso seModeli 3.

Kwi-2022, uMusk wathi uTesla uya kuvula i-10 kwiifektri ezintsha ze-12 kungekudala, ngenjongo yokufezekisa ukuthengiswa konyaka kwezithuthi ze-20 yezigidi kwi-2030.
Kodwa kuya kuba nzima kangakanani kuTesla ukufezekisa injongo yokuthengisa yonyaka yezigidi ezingama-20 zezithuthi ukuba ixhomekeke kwiimveliso zayo ezikhoyo:I-2022, inkampani yeemoto ezithengiswa kakhulu kwihlabathi iya kuba yiToyota Motor, kunye nomthamo wentengiso wonyaka malunga ne-10.5 yezigidi zezithuthi, ilandelwa yiVolkswagen, kunye nomthamo wentengiso wonyaka we-10.5 yezigidi zezithuthi.Zimalunga ne-8.3 yezigidi zeeyunithi ezithengisiweyo.Injongo kaTesla idlula ukuthengiswa okudibeneyo kweToyota kunye neVolkswagen!Imarike yehlabathi inkulu kakhulu, kwaye umzi-mveliso wezithuthi ugcwele, kodwa nje ukuba kusungulwe imoto yombane esulungekileyo emalunga ne-150,000 yeeyuan, idityaniswa nenkqubo yoomatshini bemoto kaTesla, inokuba yimveliso eya kuphazamisa imarike.
Ixabiso liye lehla kwaye umthamo wokuthengisa unyuke.Ukuze kuqinisekiswe imida yengeniso, ukunciphisa iindleko kube yinto engenakuphepheka.Kodwa ngokwengxelo esemthethweni kaTesla yamva nje,Iimotor zemagnethi ezinqabileyo zomhlaba, onokuthi uncame ayizizo iimagnethi ezisisigxina, kodwa umhlaba onqabileyo!
Nangona kunjalo, isayensi yezinto ezikhoyo ngoku ayinakukwazi ukuxhasa amabhongo kaTesla.Iingxelo zophando zamaziko amaninzi, kubandakanywa neCICC, zibonise ukuba kunjaloKunzima ukuqaphela ukususwa kwemihlaba enqabileyo kwiinjini zemagnethi ezisisigxina kwixesha eliphakathi.Kubonakala ngathi ukuba uTesla uzimisele ukuthetha kakuhle kwimihlaba enqabileyo, kufuneka aphendukele kwizazinzulu endaweni yePPT.

Ixesha lokuposa: Apr-14-2023