ʻAʻole wale ʻo Tesla e hoʻolālā e hoʻokahuli i ka mākeke kaʻa uila, akā hoʻomākaukau hoʻi e kuhikuhi i ke ala i ka ʻoihana uila a me ka ʻoihana ʻenehana ma hope o ia. Ma ka hālāwai kūkā o nā mea hoʻopukapuka honua a Tesla "Grand Plan 3" i ka lā Malaki 2, ua ʻōlelo ʻo Colin Campbell, ka pelekikena hope o Tesla no ka ʻenehana powertrain, "Teslae hana i ka mīkini kaʻa uila Magnetic mau e hōʻemi i ka paʻakikī a me ke kumukūʻai o nā lako uila". Ke nānā nei i ka bullshit i puhi ʻia ma mua o "Grand Plans", ʻaʻole i ʻike ʻia ka hapa nui o lākou (ka hoʻokele holo ʻole ʻole, ʻo Robotaxi network, Mars immigration), a ua hoʻemi ʻia kekahi (nā cell solar, Starlink satellites).Ma muli o kēia, nā ʻaoʻao āpau i ka mākeke Ua manaʻo ʻiaʻO Tesla ka mea i kapa ʻia ʻo "permanent magnet electric vehicle engine i loaʻa ʻole nā mea ʻeleʻele honua" aia wale nō ma ka PPT.Eia nō naʻe, no ka mea, he kipi loa ka manaʻo (inā hiki ke hoʻokō ʻia, he hāmare koʻikoʻi ia no ka ʻoihana honua rare), ua "wehe" ka poʻe o ka ʻoihana i nā manaʻo o Musk. Ua ʻōlelo ʻo Zhang Ming, ka loea nui o China Electronics Technology Group Corporation, ke kākau ʻōlelo nui o ka Magnetic Materials Branch o China Electronic Materials Industry Association, a me ka luna hoʻokele o ka China Rare Earth Society, i ʻōlelo ʻia ʻo ka hoʻolālā a Musk he ʻoi aku ka "hoʻoikaika" wehewehe. e like me ka hoʻolālā o ka US e hoʻomohala i nā kaʻa uila.ʻO ka hoʻolālā hoʻopukapuka hoʻoponopono politika.Ua manaʻo kekahi kumu aʻoaʻo mai ke Keʻena ʻenekinia uila ma ke kula ʻo Mechanical Engineering ma Shanghai University e loaʻa paha iā Musk kona kūlana ponoʻī no ka hoʻohana ʻole ʻana i nā honua laha ʻole: "ʻAʻole hiki iā mākou ke ʻōlelo ʻaʻole hoʻohana nā haole i nā honua laha ʻole, ke hahai wale nei mākou." Aia kekahi mau kaʻa ʻaʻole hoʻohana i ka honua laha?
Hiki ke hoʻokaʻawale ʻia nā kaʻa o nā kaʻa uila i hoʻohana mau ʻia i ka mākeke i ʻelua mau ʻāpana: nā mea i koi ʻole i nā ʻāina laha ʻole, a me nā motors synchronous magnet mau e koi ai i nā honua laha. ʻO ke kumu kumu i kapa ʻia ʻo ka electromagnetic induction o ke kula kiʻekiʻe physics theory, e hoʻohana ana i ka coil e hana i ka magnetism ma hope o ka electrification.Ke hoʻohālikelike ʻia me nā motika magnet mau, ʻoi aku ka haʻahaʻa o ka mana a me ka torque, a ʻoi aku ka nui o ka leo;ʻo ka hoʻokaʻawale ʻana, hoʻohana nā ʻenekini paʻa i ka neodymium iron boron (Nd-Fe-B), ʻo ia hoʻi, nā magnet.ʻAʻole i maʻalahi ka hana ʻana, akā ʻo ka mea nui, hiki ke hoʻemi ʻia ka leo, a he mau mea maikaʻi loa ia no nā kaʻa uila e hōʻike ana i ka hoʻolālā ākea a me ka māmā. Ua hoʻohana nā kaʻa uila mua o Tesla i nā kaʻa AC asynchronous: i ka manawa mua, ua hoʻohana ʻo Model S a me Model X i ka AC induction, akā mai ka makahiki 2017, ua hoʻohana ʻo Model 3 i kahi kaʻa DC mau loa i ka wā i hoʻokuʻu ʻia ai, a ua hoʻohana ʻia ka mīkini like ma ke kumu hoʻohālike. .Hōʻike ka ʻikepili i ka ʻoi aku ka maikaʻi o ka mīkini magnet mau loa i hoʻohana ʻia i ka Tesla Model 3 he 6% ʻoi aku ka maikaʻi ma mua o ke kaʻa induction i hoʻohana ʻia ma mua. Hiki ke hoʻohālikelike ʻia nā ʻenekini mau loa a me nā kaʻa asynchronous.No ka laʻana, hoʻohana ʻo Tesla i nā kaʻa hoʻokomo AC no nā huila mua a me nā ʻenekini hoʻopono mau no nā huila hope ma Model 3 a me nā hiʻohiʻona ʻē aʻe.ʻO kēia ʻano o ka hybrid drive ke kaulike i ka hana a me ka pono, a e hōʻemi hoʻi i ka hoʻohana ʻana i nā mea waiwai honua. ʻOiai ke hoʻohālikelike ʻia me ka hana kiʻekiʻe o nā kaʻa hoʻokalakupua mau loa, ʻoi aku ka haʻahaʻa o ka pono o nā kaʻa AC asynchronous, akā ʻaʻole pono ka mea hope i ka hoʻohana ʻana i nā ʻāina laha, a hiki ke hoʻemi ʻia ke kumukūʻai ma kahi o 10% i hoʻohālikelike ʻia me ka mua.E like me ka helu ʻana o Zheshang Securities, ʻo ke kumukūʻai o nā mea magnet mau loa no nā kaʻa kaʻa kaʻa uila hou e pili ana i 1200-1600 yuan.Inā haʻalele nā kaʻa ikehu hou i nā ʻāina laha ʻole, ʻaʻole ia e hāʻawi nui i ka hōʻemi ʻana i ke kumu kūʻai ma ka ʻaoʻao kumu kūʻai, a e mōhai ʻia kekahi nui o ka holo ʻana ma ke ʻano o ka hana. Akā, no Tesla, ka mea i makaʻu i ka mālama ʻana i nā kumukūʻai ma nā koina āpau, ʻaʻole hiki ke noʻonoʻo ʻia kēia drizzle.Ua ʻae ʻo Mr. Zhang, ka mea kūpono e mālama ana i kahi mea hoʻolako kaʻa uila kūloko, i ka "Electric Vehicle Observer" hiki ke hiki i ka hana kaʻa ke piʻi i ka 97% ma o ka hoʻohana ʻana i nā mea hoʻonaninani mau loa, a me 93% me ka loaʻa ʻole o ka honua, akā hiki ke kumukūʻai. e hōʻemi ʻia e 10%, ʻo ia ka mea maikaʻi loa.o. No laila he aha nā kaʻa e hoʻolālā ai ʻo Tesla e hoʻohana i ka wā e hiki mai ana?ʻAʻole i haʻi ka nui o nā wehewehe ʻana ma ka mākeke i ke kumu.E hoʻi kākou i ka ʻōlelo kumu a Colin Campbell e ʻike ai: Ua haʻi wau pehea e hōʻemi ai i ka nui o nā honua laha i ka powertrain i ka wā e hiki mai ana.Ke piʻi nui nei ka noi no nā honua laha ʻole i ka neʻe ʻana o ka honua i ka ikehu maʻemaʻe.ʻAʻole paʻakikī wale nō ka hoʻokō ʻana i kēia koi, akā ʻo ka mining rare earth kekahi mau pilikia e pili ana i ka mālama ʻana i ke kaiapuni a me nā ʻano ʻē aʻe.No laila, ua hoʻolālā mākou i ka hanauna hou o nā kaʻa kaʻa hoʻokele mau loa, ʻaʻole i hoʻohana i nā mea ʻano honua loa. E nānā, ua maopopo loa ke ʻano o ka kikokikona kumu.Ke hoʻohana mau nei ka hanauna e hiki mai ana i nā ʻenekini mau loa, ʻaʻole nā ʻano kaʻa ʻē aʻe.Eia nō naʻe, ma muli o nā kumu e like me ka mālama ʻana i ke kaiapuni a me ka lako, pono e hoʻoneʻe ʻia nā mea ʻokoʻa o ka honua i nā kaʻa magnet mau loa.E hoʻololi iā ia me nā mea maʻalahi a maʻalahi hoʻi!Pono e loaʻa ka hana kiʻekiʻe o nā magnet mau loa me ka ʻole o ka paʻa ʻana i ka ʻāʻī.ʻO kēia ka manaʻo makemake o Tesla no ka "pono ʻelua"! No laila he aha nā mea i hana ʻia i nā mea hiki ke hoʻokō i ka makemake o Tesla?Hoʻomaka ka moʻolelo lehulehu "RIO Electric Drive" mai ka hoʻokaʻawale ʻana i kēia manawa o nā magnet mau loa, amanaʻo hope loa e hoʻohana paha ʻo Tesla i ka SmFeN mau mana mau hanauna ʻehā e pani i ka NdFeB i kēia mua aku.Aia nā kumu ʻelua: ʻOiai ʻo Sm he ʻano honua laha ʻole, akā ʻo ka ʻōpala o ka honua he waiwai nui i ka ʻike, haʻahaʻa kumu kūʻai a lawa ka lako;a mai ka manaʻo o ka hana, ʻo samarium iron nitrogen ka mea kila kila kokoke loa i ka neodymium hao boron. 
Ka hoʻokaʻawale ʻana o nā ʻano magnet mau loa (Ke kumu kiʻi: RIO Electric Drive) ʻAʻole pili i nā mea a Tesla e hoʻohana ai e hoʻololi i nā honua laha i ka wā e hiki mai ana, ʻo ka hana wikiwiki a Musk e hōʻemi i nā kumukūʻai.ʻOiai ʻo TeslaHe mea kupanaha ka pane i ka mākeke, ʻaʻole kūpono, a he nui nā manaʻo o ka mākeke no ia.
Manaʻo hopohopo ma hope o nā hōʻike kālā
Ma Ianuali 26, 2023, hāʻawi ʻo Tesla i kāna ʻikepili hōʻike kālā 2022: aʻoi aku ka nui ma mua o 1.31 miliona mau kaʻa uila i hāʻawi ʻia ma ka honua holoʻokoʻa, kahi hoʻonui makahiki o 40%;ʻO ka huina kālā loaʻa ma kahi o US $ 81.5 biliona, kahi hoʻonui makahiki o 51%;ʻO ka loaʻa kālā ma kahi o US$12.56 biliona, pālua ʻia i kēlā me kēia makahiki, a loaʻa ka loaʻa kālā no ʻekolu mau makahiki. 
E pālua ʻo Tesla i ka loaʻa kālā ma 2022
Punaʻikepili: Tesla Global Financial Report
ʻOiai ʻaʻole e hoʻolaha ʻia ka hōʻike kālā no ka hapaha mua o 2023 a hiki i ka lā 20 ʻApelila, e like me ke ʻano o kēia manawa, ʻo ia paha kahi kāleka hōʻike hou i piha i nā "kahaha": i ka hapaha mua, ʻoi aku ka nui o ka hana honua a Tesla ma mua o 440,000..ʻO nā kaʻa uila, hoʻonui i ka makahiki he 44.3%;ʻoi aku ma mua o 422,900 mau kaʻa i hāʻawi ʻia, kahi moʻolelo kiʻekiʻe, hoʻonui makahiki-ma-makahiki o 36%.Ma waena o lākou, ʻo nā hiʻohiʻona nui ʻelua, ʻo Model 3 a me Model Y, i hana ma mua o 421,000 mau kaʻa a hāʻawi aku ma mua o 412,000 mau kaʻa;Ua hoʻopuka ʻo Model S a me Model X ma mua o 19,000 mau kaʻa a hāʻawi aku ma mua o 10,000 mau kaʻa.I ka hapaha mua, ua loaʻa nā hopena koʻikoʻi i ka ʻoki kumukūʻai honua o Tesla.
Ke kūʻai aku nei ʻo Tesla i ka hapaha mua Ke kumu kiʻi: Tesla pūnaewele mana ʻO kaʻoiaʻiʻo, ʻo nā kumukūʻai kumukūʻai ʻaʻole wale i nā ʻoki kumukūʻai, akā ʻo ka hoʻokomo pū ʻana i nā huahana haʻahaʻa haʻahaʻa.I kekahi mau lā i hala aku nei, ua hōʻike ʻia ua hoʻolālā ʻo Tesla e hoʻomaka i kahi kumu kūʻai haʻahaʻa, i hoʻonoho ʻia ma ke ʻano he "Liʻiliʻi Model Y", kahi e kūkulu ai ʻo Tesla i kahi hoʻolālā mana hana makahiki a hiki i 4 miliona mau kaʻa.Wahi a Cui Dongshu, ke kākau ʻōlelo nui o ka National Passenger Car Market Information Association,inā hoʻokuʻu ʻo Tesla i nā hiʻohiʻona me nā kumukūʻai haʻahaʻa a me nā māka liʻiliʻi, e paʻa pono ia i nā mākeke e like me ʻEulopa a me Iapana e makemake i nā kaʻa uila liʻiliʻi.Hiki i kēia kŘkohu ke lawe mai iā Tesla i ka nui o ka hoʻolaha honua ma mua o ka Model 3.
I ka makahiki 2022, ua ʻōlelo mua ʻo Musk e wehe koke ʻo Tesla i 10 a 12 mau hale hana hou, me ka pahuhopu e hoʻokō i nā kūʻai makahiki o 20 miliona mau kaʻa i 2030. Akā pehea ka paʻakikī o Tesla e hoʻokō i ka pahuhopu kūʻai makahiki o 20 miliona mau kaʻa inā hilinaʻi ia i kāna mau huahana i loaʻa:ʻO 2022, ʻo Toyota Motor ka hui kaʻa kūʻai kiʻekiʻe loa o ka honua, me ka nui o ke kūʻai ʻana i kēlā me kēia makahiki ma kahi o 10.5 miliona mau kaʻa, a ukali ʻia e Volkswagen, me ka nui kūʻai makahiki o 10.5 miliona mau kaʻa.Ma kahi o 8.3 miliona mau ʻāpana i kūʻai ʻia.ʻOi aku ka pahuhopu o Tesla ma mua o ke kūʻai aku ʻana o Toyota a me Volkswagen!Nui loa ka mākeke honua, a ua piha ka ʻoihana kaʻa, akā i ka manawa e hoʻokuʻu ʻia ai kahi kaʻa uila maʻemaʻe ma kahi o 150,000 yuan, i hui pū ʻia me ka ʻōnaehana kaʻa kaʻa a Tesla, hiki ke lilo i huahana e hoʻopilikia i ka mākeke. Ua iho mai ke kumukūʻai a ua piʻi ka nui o ke kūʻai aku.I mea e hōʻoiaʻiʻo ai i nā palena kālā, ua lilo ka hoʻemi ʻana i nā kumukūʻai i mea hiki ʻole ke koho.Akā e like me ka ʻōlelo hou loa a Tesla,ʻO nā ʻenekini mau loa ka honua, ʻo ka mea e hāʻawi ʻia ʻaʻole nā magnet mau loa, akā ʻo nā honua laʻa! Eia naʻe, ʻaʻole hiki i ka ʻepekema waiwai o kēia manawa ke kākoʻo i ka makemake o Tesla.Ua hōʻike ʻia nā hōʻike noiʻi o nā hui he nui, me ka CICCpaʻakikī ka hoʻomaopopo ʻana i ka lawe ʻia ʻana o nā ʻāina laha ʻole mai nā motika magnet mau loa i ka manawa waena.Me he mea lā inā hoʻoholo ʻo Tesla e haʻi aku i ka maikaʻi i nā honua liʻiliʻi, pono ʻo ia e huli i nā ʻepekema ma mua o ka PPT.
Ka manawa hoʻouna: Apr-14-2023 