Mafungiro ekushuvira ari kumashure kwaTesla "kubviswa kwepasi risingawanzo"

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Tesla parizvino haasi kuronga kudzongonyedza musika wemotokari yemagetsi, asi zvakare kugadzirira kunongedza nzira kuindasitiri yemagetsi uye kunyangwe tekinoroji indasitiri iri shure kwayo.
Pamusangano weTesla wepasi rose wekudyara mari "Grand Plan 3" munaKurume 2, Colin Campbell, mutevedzeri waTesla wepowertrain engineering, akataura kuti "Teslaichagadzira injini yemotokari yeMagnetic yekusingaperi kudzikisa kuoma uye mutengo wemidziyo yemagetsi ”.
Tichitarisa bhuru rakaputika mu "Grand Plans" yapfuura, mazhinji acho haasati aonekwa (kutyaira zvachose kusina munhu, Robotaxi network, Mars immigration), uye mamwe akaderedzwa (masero ezuva, Starlink satellites).Nekuda kweizvi, mapato ese ari pamusika Zvinofungidzirwa kutiTesla's inonzi "permanent magnetic electric mota injini isina zvinhu zvisingawanzo pasi" inogona kungowanikwa muPPT.Zvisinei, nokuti pfungwa yacho inonyanya kupandukira (kana ichigona kuitika, ichava nyundo inorema yeindasitiri isingawanzoitiki), vanhu vari mumhizha "vakazarura" maonero aMusk.
Zhang Ming, nyanzvi huru yeChina Electronics Technology Group Corporation, munyori mukuru weMagnetic Materials Branch yeChina Electronic Materials Industry Association, uye mukuru mukuru weChina Rare Earth Society, akati zano raMusk rinonyanya "kumanikidzwa" tsananguro. zvinoenderana nehurongwa hweUS hwekugadzira mota dzemagetsi.Political correct investment strategy.Mumwe purofesa weDhipatimendi Rouinjiniya hweMagetsi paChikoro Chokugadzira Michina paYunivhesiti yeShanghai anodavira kuti Musk angave ane maonero ake pachake pamusoro pokusashandisa pasi risingawanzooneki: “Hatigoni kutaura kuti vokune dzimwe nyika havashandisi pasi risingawanzowaniki, isu tinongotevedzerawo saizvozvo.”

Pane mota dzisingashandise rare earth?

Mota dzemotokari dzemagetsi dzinowanzo shandiswa pamusika dzinogona kukamurwa kuita mapoka maviri: ayo asingade isingawanzo pasi, uye anogara magineti synchronous motors anoda zvisingawanzo pasi.
Iyo inonzi yakakosha musimboti ndeye electromagnetic induction yechikoro chepamusoro fizikisi dzidziso, iyo inoshandisa coil kugadzira magineti mushure mekuiswa magetsi.Kuenzaniswa nekusingaperi magineti mota, simba uye torque zvakaderera, uye vhoriyamu yakakura;Kusiyana neizvi, magineti echigarire emagetsi emagetsi anoshandisa neodymium iron boron (Nd-Fe-B) magineti echigarire, ndiko kuti, magineti.Kubatsira kwaro hakusi chete kuti chimiro chiri nyore, asi chinonyanya kukosha, vhoriyamu inogona kuitwa diki, iyo ine mabhenefiti makuru emagetsi emagetsi anosimbisa nzvimbo yekurongeka uye kureruka.
Tesla yekutanga mota dzemagetsi dzakashandisa AC asynchronous motors: pakutanga, Model S uye Model X yakashandisa AC induction, asi kubvira 2017, Model 3 yakatora nyowani inogara magineti DC mota payakatangwa, uye imwe Imwe mota yakashandiswa pamuenzaniso. .Dhata inoratidza kuti iyo inogara magineti mota yakashandiswa muTesla Model 3 ine 6% inoshanda kupfuura induction mota yakamboshandiswa.
Anogara magineti mota uye asynchronous motors anogona zvakare kuenzaniswa nemumwe.Semuyenzaniso, Tesla anoshandisa AC induction motors kumavhiri emberi uye anogara magineti synchronous motors kumavhiri ekumashure paModel 3 nemamwe modhi.Iyi mhando ye hybrid drive inoyera kuita uye kugona, uye zvakare inoderedza kushandiswa kwezvinhu zvisingawanzo pasi.
Kunyangwe zvichienzaniswa nehunyanzvi hwepamusoro hwechigarire magineti synchronous motors, kushanda kweasynchronous AC mota kwakadzikira zvishoma, asi iyo yekupedzisira haidi kushandiswa kwepasi isingawanzo, uye mutengo unogona kudzikiswa neinosvika gumi muzana kana uchienzaniswa neyekare.Zvinoenderana nekuverenga kweZheshang Securities, kukosha kweasingawanzo pasi magineti echigarire emabhasikoro dhiraivha mota dzemagetsi emagetsi matsva angangoita 1200-1600 yuan.Kana mota nyowani dzesimba dzikasiya zvisingawanzo pasi, hazvizobatsire zvakanyanya kudzikisa mutengo padivi remutengo, uye imwe huwandu hwekufamba kwekufamba huchabayirwa maererano nekuita.
Asi kuna Tesla, iyo inobatikana nekudzora mitengo pamutengo wese, kudonha uku kunogona kusatariswa.VaZhang, munhu akakodzera anotarisira mutengesi wemagetsi emagetsi epamba, akabvuma ku "Electric Vehicle Observer" kuti kushanda kwemotokari kunogona kusvika 97% kuburikidza nekushandisa zvisingawanzoitiki pasi rose magineti zvinhu, uye 93% pasina nyika isingawanzoitiki, asi mutengo unogona. kudzikiswa ne10%, iyo ichiri dhiri yakanaka zvachose.ye.
Saka ndeapi mota anoronga kushandisa Tesla mune ramangwana?Dudziro zhinji pamusika dzakatadza kutaura chikonzero.Ngatidzokerei kumazwi ekutanga aColin Campbell kuti tizive:
Ndakataura nzira yekudzikisa huwandu hwepasi isingawanzo mu powertrain mune ramangwana.Kudiwa kwepasi risingawanikwe kuri kuwedzera zvakanyanya sezvo nyika ichichinja kuti ichenese simba.Kwete chete zvichave zvakaoma kuzadzisa ichi chinodiwa, asi migodhi isingawanzo pasi ine dzimwe njodzi maererano nekuchengetedzwa kwezvakatipoteredza uye zvimwe zvinhu.Saka isu takagadzira chizvarwa chinotevera chechigarire magineti drive motors, izvo zvisingashandise chero zvisingawanzo zvepasi zvinhu zvachose.
Tarisa uone, zvinorehwa nemagwaro ekutanga zvakatojeka.Chizvarwa chinotevera chichiri kushandisa zvisingaperi magineti mota, kwete mamwe marudzi emamotor.Nekudaro, nekuda kwezvinhu zvakaita sekuchengetedzwa kwezvakatipoteredza uye kugovera, izvo zvisingawanzo pasi zvinhu mumagineti azvino magineti motors zvinoda kubviswa.Chitsive nezvimwe zvakachipa uye zviri nyore kuwana zvinhu!Izvo zvinodikanwa kuve nekuita kwepamusoro kwemagineti echigarire pasina kunamatira mumutsipa.Uku ndiko kufunga kwaTesla kwe "kuda zvese"!
Saka ndezvipi zvinhu zvinogadzirwa nezvinhu zvinogona kugutsa zvishuvo zvaTesla?Iyo yeruzhinji account "RIO Electric Drive" inotanga kubva kune yazvino kupatsanurwa kwemagineti akasiyana echigarire, uyepakupedzisira anofungidzira kuti Tesla anogona kushandisa yechina-chizvarwa chisingaperi magineti SmFeN kutsiva iripo NdFeB mune ramangwana.Pane zvikonzero zviviri: Kunyange zvazvo Sm zvakare isingawanzoitiki pasi Elements, asi goko repasi rakapfuma mune zvemukati, mutengo wakaderera uye zvakakwana kupa;uye kubva pakuona kwekuita, samarium iron nitrogen ndiyo simbi yemagineti iri padyo nepasi isingawanzo neodymium iron boron.

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Kurongeka kwemagineti akasiyana echigarire (Mufananidzo sosi: RIO Electric Drive)

Zvisinei nekuti Tesla achashandisa zvinhu zvipi kutsiva zvisingawanzo pasi mune ramangwana, basa raMusk rinonyanya kukurumidza rinogona kunge riri rekudzikisa mutengo.Kunyangwe Teslamhinduro kumusika inoshamisa, haina kukwana, uye musika uchine zvakawanda zvinotarisirwa pairi.

Chiratidzo Kuzvidya Mwoyo Kuseri Kwemihoro Mishumo

Musi waNdira 26, 2023, Tesla akaendesa data rayo re2022 rezvemari: ahuwandu hwemotokari dzemagetsi dzinopfuura mamiriyoni e1.31 dzakaendeswa pasi rose, gore negore kuwedzera kwe40%;mari yose yaisvika US$81.5 bhiriyoni, kuwedzera kwegore negore kwe51%;net profit yaisvika US$12.56 bhiriyoni, yakapetwa kaviri gore-pa-gore, uye yakawana pundutso kwemakore matatu akateedzana.

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Tesla kuita kaviri purofiti panosvika 2022

Data source: Tesla Global Financial Report

Kunyangwe mushumo wezvemari wekota yekutanga ye2023 isingazoziviswa kusvika Kubvumbi 20, maererano nemaitiro azvino, iyi ingangove imwe kadhi yemushumo izere ne "zvinoshamisa": mukota yekutanga, kugadzirwa kwepasi rose kwaTesla kwakapfuura 440,000..Motokari dzemagetsi, gore negore kuwedzera kwe44,3%;zvinopfuura 422,900 motokari dzakaendeswa, rekodhi yakakwirira, gore negore kuwedzera kwe36%.Pakati pavo, iyo miviri mikuru, Model 3 uye Model Y, yakabudisa motokari dzinopfuura 421,000 uye yakaunza motokari dzinopfuura 412,000;Model S neModel X dzakagadzira mota dzinopfuura zviuru gumi nepfumbamwe uye dzakaendesa mota dzinopfuura zviuru gumi.Muchikamu chekutanga, kuderedzwa kwemitengo yepasi rose kwaTesla kwakaburitsa mhedzisiro yakakosha.

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Kutengeswa kwaTesla muchikamu chekutanga
Mufananidzo sosi: Tesla yepamutemo webhusaiti

Zvechokwadi, zviyero zvemitengo hazvibatanidzi kuderedzwa kwematengo chete, asiwo kuiswa kwezvinhu zvakaderera.Mazuva mashomanana adarika, zvakataurwa kuti Tesla anoronga kuunza muenzaniso wakaderera-mutengo, wakaiswa se "diki Model Y", iyo Tesla iri kuvaka chirongwa chegore negore chekugadzira kukwanisa kusvika kumamiriyoni mana emotokari.Sekureva kwaCui Dongshu, secretary-general weNational Passenger Car Market Information Association,kana Tesla akatanga modhi nemitengo yakaderera uye mamakisi madiki, ichaita zvinobudirira kutora misika yakaita seEurope neJapan inofarira mota diki dzemagetsi.Iyi modhi inogona kuunza Tesla chiyero chepasi rose chekutakura chinodarika icho cheModheru 3.

Muna 2022, Musk akambotaura kuti Tesla ichavhura gumi kusvika gumi nemaviri mafekitori munguva pfupi, nechinangwa chekuwana kutengesa kwegore kwemotokari makumi maviri emamiriyoni muna 20.
Asi zvichave zvakaoma sei kuti Tesla iwane chinangwa chekutengesa chepagore chemamiriyoni makumi maviri emotokari kana ichivimba nezvigadzirwa zvayo zviripo: Mu2022, kambani yemotokari inotengeswa zvakanyanya pasi rose ichava Toyota Motor, ine huwandu hwekutengesa pagore hwemotokari dzinosvika mamirioni gumi, ichiteverwa neVolkswagen, ine huwandu hwekutengesa pagore hwemotokari dzinosvika mamirioni gumi.Inenge mamiriyoni 8.3 mayuniti akatengeswa.Chinangwa chaTesla chinodarika kutengeswa kwakasanganiswa kweToyota neVolkswagen!Musika wepasi rose wakakura kwazvo, uye indasitiri yemotokari yakaguta, asi kana mota yemagetsi yakachena inosvika zviuru zana nemakumi mashanu zvatangwa, pamwe chete neTesla's car-muchina system, inogona kuve chigadzirwa chinokanganisa musika.
Mutengo waburuka uye huwandu hwekutengesa hwakwira.Kuti uve nechokwadi chemari yepurofiti, kuderedza mitengo yave sarudzo isingadzivisiki.Asi maererano neshoko razvino raTesla repamutemo,zvisingawanzo pasi pechigarire magineti mota, chekusiya haisi magineti echigarire, asi isingawanzo pasi!
Nekudaro, iyo yazvino zvinhu sainzi inogona kusakwanisa kutsigira zvishuvo zvaTesla.Mishumo yekutsvagisa yemasangano mazhinji, kusanganisira CICC, yakaratidza kuti ndizvozvakaoma kuona kubviswa kwepasi risingawanzo kubva kumagineti echigarire mota munguva yepakati.Zvinoita sekuti kana Tesla akatsunga kutaura zvakanaka kune zvisingawanzo pasi, anofanirwa kutendeukira kune masayendisiti panzvimbo yePPT.

Nguva yekutumira: Kubvumbi-14-2023