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【Tesla每日快訊】 Robotruck的印鈔潛力,可能遠超 Robotaxi!🔥中國週銷量下跌/澳洲大消息(2025/8/26-2)
大鱼聊电动· 2025-08-26 10:50
Robotruck Potential - Robotruck's operating cost is estimated to be $045 per mile, approximately 20% of the $226 per mile cost for human-driven diesel trucks, primarily due to the elimination of driver salaries and benefits which account for nearly $1 per mile [1] - Robotrucks could generate a gross profit of $175 per mile, assuming a revenue of $220 per mile, and a net profit of $375,000 to $425,000 annually with a net profit margin close to 50% due to high utilization rates [1] - A fleet of 50,000 Robotrucks, operating at 80% utilization, could generate approximately $188 billion in net profit annually, potentially creating a market value of $75 trillion based on a 40x price-to-earnings ratio [1] Tesla Production and Sales - Tesla's weekly sales in China showed a decline, with sales dropping from 14,000 units to 13,400 units in the weeks prior to August 24 [2] - Tesla's Q3 sales have reached 86,500 units, surpassing Q2's 58,600 units, indicating a nearly 50% increase [2] - Tesla launched the new Model YL in China, a higher-priced and more luxurious model, signaling a focus on value upgrade rather than competing on price [2] Potential Developments in Australia and New Zealand - Tesla is expected to announce a "major news" for the Australian and New Zealand markets, with the most likely option being the official launch of FSD Supervised [2] - Other possibilities include the introduction of the six-seater Model YL (though less likely due to its focus on the Chinese market) or the Cybertruck, pending regulatory approvals [2] - Alternative announcements could involve a larger-scale Supercharger network expansion or partnerships with Australian energy companies for Powerwall or Megapack energy storage solutions [2]