Tesla(US:TSLA) 创业邦·2026-02-12 10:30Core Viewpoint - Tesla's long-awaited all-electric truck, the Semi, is finally entering mass production after a nine-year wait, with updated specifications and pricing that reflect advancements in technology and market conditions [4][24]. Group 1: Specifications and Pricing - The standard version of the Semi has a range of 523 kilometers, exceeding the initially promised 483 kilometers, with an energy consumption of 1.06 kWh/km, which is lower than the original plan [6][19]. - The price for the new Semi has been set at $290,000 (approximately 2 million RMB), which is about 61% higher than the initial price announced in 2017 [8][23]. - California has introduced a purchase incentive program for the Semi, allocating $165 million (approximately 1.14 billion RMB) in vouchers to support buyers [53]. Group 2: Production Challenges and Developments - Tesla's plans for the Semi were first announced in 2017, with an initial production target set for 2019, but various challenges, particularly in battery technology and production capacity, delayed its launch [28][35]. - The key obstacles included the need for large battery packs to ensure long-range capabilities and the establishment of a fast-charging network, which posed significant engineering and capital challenges [36][39]. - Tesla has recently overcome major hurdles, including the successful production of its 4680 battery and the establishment of a dedicated factory for the Semi, which is expected to reach an annual production capacity of 50,000 units once fully operational [49][50]. Group 3: Market Implications - The electric truck market represents a significant opportunity, with the potential to reduce lifecycle costs compared to diesel trucks, making it a critical area for Tesla's expansion into commercial vehicles [30][32]. - The Semi's entry into the market is timely, as it addresses the substantial fuel consumption issues associated with traditional heavy-duty trucks, which account for a significant portion of global oil consumption [30][32]. - Major clients, such as PepsiCo and DHL, have already begun using the Semi, indicating a growing acceptance and demand for electric heavy-duty trucks in logistics and transportation sectors [44].