你必须承认ELON的不爽的确是因为EV mandate拿掉了

[ignius]

瞎几把扯淡。那年model Y就拿到了世界销冠。

那只是你自己无脑支持特斯拉而已。正常点的普通人只要做过对比就会知道，如果没有这个补贴的话多数人身上特斯拉是竞争不过同等油车的。

[ignius]

我买的时候model Y没有rwd版本。就在那年model Y拿了世界销冠，而且是在没有tc的情况下。

那你买贵了，MODEL Y 后轮驱动的REBATE算完可以到3万7的
HONDA CR-V EX现在3万5，不如MODEL Y了，但MODEL Y变成4万4的话
差一万了，我就选油车

[geniushanbiao]

瞎几把扯淡。那年model Y就拿到了世界销冠。

那是头一批你这种无脑特芬的福利。之后要不是靠着补贴怎么可能卖的出去

[HBBH]

我只是提出我的看法，你可以拿出证据反驳。　

比如轮胎是美国哪个工厂生产的，　再比如电池，　是日本进口的吗？　他自己的生产的电池够用吗？　电极，锂离子原料是中国进口吗？　他的电池是不是就是相当于一个组装厂？　从中国，　日本进口原料和部件，　在美国只是做最后一道工序？　

电机也是类似的问题。　在美国是不是做最后一道组装工序？

我只能说你跟纳瓦罗一样的无知。你对tesla根本就不了解就在这里胡扯。

[ignius]

你去google一下就知道了。老川对汽车加关税的时候，给出来每辆车美国化的程度。你自己去看看哪款车美国化最高再来喷。当然你也可以认为老川撒谎。

我只是提出我的看法，你可以拿出证据反驳。　

比如轮胎是美国哪个工厂生产的，　再比如电池，　是日本进口的吗？　他自己的生产的电池够用吗？　电极，锂离子原料是中国进口吗？　他的电池是不是就是相当于一个组装厂？　从中国，　日本进口原料和部件，　在美国只是做最后一道工序？　

[laomei9]

特斯拉的ENGINE动力还是很足的，南加不下雨不下雪
不需要四轮驱动，我的车有AWD几乎从来没用过，就是浪费
特斯拉必须跟油车混动差不多的价格才有优势，否则
比同类车贵一万多，消费者就犹豫了。

[iDude]

他虽然多次表示7500拿掉对他是好事，其实的确是好事，因为其他新能源车企被打击得更惨，但是EV mandate拿掉就不是了。因为如果到2035全是电动混动的话，tsla即使只有30%市场，一年营收4000亿，那tsla得市值也是10t以上的一个公司

如果这是真的，那么Elon也是很虚伪的人，因为这不是他反对BBB的公开理由。

You mean Elon supported Trump because he believed Trump would reward him by keeping the EV mandate instead?

[HBBH]

我提出我的看法。　比如，　就像我说的，　特斯拉电池如果只在美国最后一道工序做成电池也算美国产的化，　当然可以说国产率　９０％。　

现实是你能找出美国的电极材料工厂，　美国的锂离子原料工厂？最后也许那个金属外壳美国能生产，　但实际也是进口的？　

国产率我认为可能是按价值算，　而不是原料到成品９０％是美国国内产。　就是，原料，部件计价　１０％，　最后一道工序　９０％。　

你去google一下就知道了。老川对汽车加关税的时候，给出来每辆车美国化的程度。你自己去看看哪款车美国化最高再来喷。

[laomei9]

如果这是真的，那么Elon也是很虚伪的人，因为这不是他反对BBB的公开理由。

You mean Elon supported Trump because he believed Trump would reward him by keeping the EV mandate instead?

那是最起码的吧，去白宫展示特斯拉的这种都是作秀吧
消费者敏感的是价格

[ignius]

这个你要去问老川白宫怎么算的。又不是我算的。

我提出我的看法。　比如，　就像我说的，　特斯拉电池如果只在美国最后一道工序做成电池也算美国产的化，　当然可以说国产率　９０％。　

现实是你能找出美国的电极材料工厂，　美国的锂离子原料工厂？最后也许那个金属外壳美国能生产，　但实际也是进口的？　

国产率我认为可能是按价值算，　而不是原料到成品９０％是美国国内产。　就是，原料，部件计价　１０％，　最后一道工序　９０％。　

[ignius]

老川撒谎而已。老马早就说过不care 什么ev mandate，ev tax credit。只要能不厚此薄彼。

如果这是真的，那么Elon也是很虚伪的人，因为这不是他反对BBB的公开理由。

You mean Elon supported Trump because he believed Trump would reward him by keeping the EV mandate instead?

[HBBH]

你看是不是电池，电机也是依靠进口原材料，部件组装？　　就是我说的９０％　的国产率很可能就是最后一道工序提供价值的９０％。　

我没有贬低特斯拉的意思，　因为其他工厂进口更多部件组装。　

Does Tesla make batteries itself for its cars?

Tesla does manufacture some of its own batteries, particularly the 4680 battery cells, at facilities like Gigafactory Texas and a pilot plant in Fremont, California. For example, Tesla has confirmed producing its 20-millionth 4680 battery cell at Gigafactory Texas.

However, Tesla also relies heavily on external suppliers for battery cells. Major suppliers include Panasonic (Japan), CATL (China), and LG Energy Solutions (South Korea), which provide cells like the 18650, 2170, and LFP (Lithium-Iron-Phosphate) batteries used in various Tesla models. For instance, Panasonic supplies nickel-based cells for Model S and Model X, while CATL provides LFP batteries for some Model 3 and Model Y vehicles, especially those made in China. Tesla’s strategy involves both in-house production and sourcing from partners to meet its growing demand, as scaling up its own battery production (e.g., the 4680 cells) has faced challenges.

Does Tesla import parts from overseas to make batteries?Yes, Tesla imports key materials and components for its batteries from overseas. Lithium, a critical battery material, is sourced from multiple global suppliers, including Ganfeng Lithium (China), Arcadium Lithium, Sichuan Yahua Industrial Group (China), Liontown Resources (Australia), and Piedmont Lithium (North America). Other battery materials like nickel (from BHP in Australia) and cobalt (from Glencore) are also sourced internationally. Additionally, Tesla imports battery cells from suppliers like CATL for its Shanghai plant and Panasonic for some U.S. operations. Nearly 40% of Tesla’s battery material suppliers are Chinese, highlighting significant reliance on overseas sources. While Tesla produces some cells domestically (e.g., at Gigafactory Nevada), the raw materials and some components are often imported due to limited U.S. production of battery-grade materials. Tesla is working to localize more of its supply chain, including plans for a lithium refinery in Texas, but currently, overseas imports remain a key part of its battery production.

Does Tesla make its own motors for its cars?Yes, Tesla designs and manufactures its own electric motors for its vehicles. Tesla produces its motors at facilities like Gigafactory Nevada and Gigafactory Shanghai. For example, Tesla’s proprietary designs include the permanent magnet synchronous motors used in the Model 3 and Model Y, and the induction motors used in earlier models like the Model S and Model X. Tesla’s in-house production allows for innovations like the high-efficiency motors in the Model S Plaid, which use carbon-wrapped rotors. While Tesla controls motor assembly and core components, it does not produce every sub-component (e.g., magnets or steel) itself and may source these from suppliers.Does Tesla import parts from overseas to make motors?Yes, Tesla imports some components and raw materials for its motors from overseas. Key materials like rare earth metals (e.g., neodymium for magnets) are primarily sourced from countries like China, which dominates the global supply of rare earths. Other materials, such as copper and steel used in motor construction, may also come from international suppliers, depending on cost and availability. For instance, Tesla’s Shanghai factory sources some motor components locally in China, but global supply chains are involved for specialized parts. Tesla is working to reduce reliance on overseas suppliers by increasing vertical integration and exploring North American sources for materials, but imports remain a significant part of its motor production supply chain.

你去google一下就知道了。老川对汽车加关税的时候，给出来每辆车美国化的程度。你自己去看看哪款车美国化最高再来喷。当然你也可以认为老川撒谎。

[fuzzymath]

法案毁掉了习近平的新三样，马斯克很着急

[赖美豪中]

不care就呼吁取消ev mandate, 但是他一次没有说过，他之说取消补贴，which is indeed对他有利的多

老川撒谎而已。老马早就说过不care 什么ev mandate，ev tax credit。只要能不厚此薄彼。

[off]

最后一句啥意思，美国补贴的钱怎么流到中国了？

我理解为补贴产生的成熟技术转移到中国

[ignius]

因为ev mandate根本就是扯淡，没人信会真的实施。老川就是找个借口污蔑老马而已。这种你也能信，我也服了

不care就呼吁取消ev mandate, 但是他一次没有说过，他之说取消补贴，which is indeed对他有利的多

[ignius]

美国现在哪款产品的原材料不含有进口的？照你这么算就没有真正美国产的商品了。搞笑。

你看是不是电池，电机也是依靠进口原材料，部件组装？　　就是我说的９０％　的国产率很可能就是最后一道工序提供价值的９０％。　

我没有贬低特斯拉的意思，　因为其他工厂进口更多部件组装。　

Does Tesla make batteries itself for its cars?

Tesla does manufacture some of its own batteries, particularly the 4680 battery cells, at facilities like Gigafactory Texas and a pilot plant in Fremont, California. For example, Tesla has confirmed producing its 20-millionth 4680 battery cell at Gigafactory Texas.

However, Tesla also relies heavily on external suppliers for battery cells. Major suppliers include Panasonic (Japan), CATL (China), and LG Energy Solutions (South Korea), which provide cells like the 18650, 2170, and LFP (Lithium-Iron-Phosphate) batteries used in various Tesla models. For instance, Panasonic supplies nickel-based cells for Model S and Model X, while CATL provides LFP batteries for some Model 3 and Model Y vehicles, especially those made in China. Tesla’s strategy involves both in-house production and sourcing from partners to meet its growing demand, as scaling up its own battery production (e.g., the 4680 cells) has faced challenges.

Does Tesla import parts from overseas to make batteries?Yes, Tesla imports key materials and components for its batteries from overseas. Lithium, a critical battery material, is sourced from multiple global suppliers, including Ganfeng Lithium (China), Arcadium Lithium, Sichuan Yahua Industrial Group (China), Liontown Resources (Australia), and Piedmont Lithium (North America). Other battery materials like nickel (from BHP in Australia) and cobalt (from Glencore) are also sourced internationally. Additionally, Tesla imports battery cells from suppliers like CATL for its Shanghai plant and Panasonic for some U.S. operations. Nearly 40% of Tesla’s battery material suppliers are Chinese, highlighting significant reliance on overseas sources. While Tesla produces some cells domestically (e.g., at Gigafactory Nevada), the raw materials and some components are often imported due to limited U.S. production of battery-grade materials. Tesla is working to localize more of its supply chain, including plans for a lithium refinery in Texas, but currently, overseas imports remain a key part of its battery production.

Does Tesla make its own motors for its cars?Yes, Tesla designs and manufactures its own electric motors for its vehicles. Tesla produces its motors at facilities like Gigafactory Nevada and Gigafactory Shanghai. For example, Tesla’s proprietary designs include the permanent magnet synchronous motors used in the Model 3 and Model Y, and the induction motors used in earlier models like the Model S and Model X. Tesla’s in-house production allows for innovations like the high-efficiency motors in the Model S Plaid, which use carbon-wrapped rotors. While Tesla controls motor assembly and core components, it does not produce every sub-component (e.g., magnets or steel) itself and may source these from suppliers.Does Tesla import parts from overseas to make motors?Yes, Tesla imports some components and raw materials for its motors from overseas. Key materials like rare earth metals (e.g., neodymium for magnets) are primarily sourced from countries like China, which dominates the global supply of rare earths. Other materials, such as copper and steel used in motor construction, may also come from international suppliers, depending on cost and availability. For instance, Tesla’s Shanghai factory sources some motor components locally in China, but global supply chains are involved for specialized parts. Tesla is working to reduce reliance on overseas suppliers by increasing vertical integration and exploring North American sources for materials, but imports remain a significant part of its motor production supply chain.

[windy]

川普怎么胡说川粉都会信的，而且会毫不犹豫的去舔

[windy]

Ev mandate是多少年后的事，现在的股价和那个根本就没多大关系。

川普就是逮个话题狂咬老马，此人是最下贱无耻的东西。

[HBBH]

所以我的看法是正确的，　我的　９０％　的国产率是最后一道组装占价值的９０％　的推测也是合理的。　

美国现在哪款产品的原材料不含有进口的？照你这么算就没有真正美国产的商品了。搞笑。