德國拆解研究表示：Model 3成本僅2.8萬鎂 - 汽車

來源：
https://electrek.co/2018/05/31/tesla-model-3-teardow-material-production-cost/

Tesla Model 3 teardown points to only $28,000 in potential material and
production cost

Tesla Model 3 拆解後顯示其潛在材料和生產成本僅為28,000美元

Several Tesla Model 3 vehicles were bought by competing automaker engineering
firms to try and to learn about the technology.

Tesla 的競爭對手車廠購買了幾輛 Model 3 嘗試並了解這項技術。

Earlier this year, a German automaker was reportedly impressed by the Model 3
after having reverse-engineered it.

今年早些時候，一家德國汽車製造商在逆向工程之後對Model 3印象深刻。

Now, another German firm has reportedly completed a teardown of the vehicle
and came up with an impressive potential cost for Tesla’s latest electric
vehicle.

現在，另一家德國公司據報已完成對該車的拆解，並提出了Tesla 最新的電動車
令人印象深刻的潛在成本。

German magazine WirtschaftsWoche spoke with one of the engineering firms who
bought Model 3 vehicles on the used market to benchmark and tear them down.

德國雜誌 WirtschaftsWoche 與其中一家在二手市場上購買了 Model 3 進行基準測試
並將其拆除的公司進行了訪談。

They claim that their cost analysis resulted in materials and logistics costs
of $18,000 and labor costs of $10,000 for a total cost potential cost of
$28,000.

他們聲稱，他們的成本分析結論是材料和物流成本為18,000美元，
人工成本為10,000美元，總潛在成本為28,000美元。

A test engineer for the firm said that he believes the Model 3 could turn out
to be quite profitable:

該公司的一名測試工程師表示，他認為 Model 3 可能會非常有利可圖：

If Tesla manages to build the planned 10,000 units a week, the Model 3 will
deliver a significant positive contribution to earnings,

如果 Tesla 能夠做到其周產一萬輛的計劃，那麼 Model 3 將為收益帶來顯著積極貢獻

This analysis counters previous reports that suggested the cost could be
closer to $35,000, which happens to be the base price of the standard version
of the Model 3.

The firm also claims to have figured out the percentage of cobalt inside the
Model 3 battery cells: 2.8 percent.

該公司還宣稱已經計算出 Model 3 電池內鈷的百分比：2.8%。

That’s significantly less cobalt than in similar battery cells from the
competition and confirms what Tesla recently claimed in its shareholders
letter and ‘Conflict Minerals Report’.

與競爭對手的類似電池相比，鈷的用量大大減少了

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Model 3 發表後，其實各界都對其3.5萬美元的起價是否能賺到錢表示懷疑

尤其是一些傳統汽車廠高層

很久以前板上也曾經有過討論，記得當初我講過 Model 3 的毛利率猜測會是在25%上下

當時有某位板友表示很懷疑並且爭論了很久

現在德國對手車廠做出了這樣的拆解研究，也間接說明了 Model 3 的毛利率的確是這樣

其實最近認為 Model 3 會賺錢、Tesla 會開始穩定營利的聲音越來越多

加上這份研究，相信應該不會再有人質疑 Model 3 這3.5萬美元的起始定價了

另外一個重點是 Model 3 的2170電池對於鈷的用量大減

要製造車用鋰電池最缺乏的其實是鈷礦而不是鋰

這說明了 Tesla 的電池相較於對手是走在很前面的，並且已經大量生產中

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