Congratulations @Tesla @TeslaCharging @MdeZegher for the launch of the V4 charging cabinets.500kW charging, 3X power density, 2X stalls per cabinet https://t.co/3rZnyOCnnNTesla Charging (@TeslaCharging):First V4 cabinet Supercharger now live https://t.co/6T1X6MVTaj0.5 MW, 3X power density, 2X stalls per cabinetHigher throughput, higher efficiency, lower cost, faster deployments https://t.co/5NbiABwgpy ...

大家好我是大鱼 别再争论 电动卡车 行不行了 马斯克已经 悄悄亮出了底牌 这可能是压垮 柴油运输的 最后一根稻草 特斯拉申请了 第一个「公众」 Megacharger 这一步棋 宣告电动卡车 不再是百事可乐 的专属玩具 而是即将称霸 公路的正规军 一个小动作 为何是历史性的 引爆点呢？ 不要错过 今天精彩的内容 OK let's go 特斯拉的股票 周二收盘是329.36% 全天下跌了 4.5%美元 跌幅是1.35% 第一部分 Megacharger 终于来了！ 如果你还在 怀疑电动卡车 到底能不能普及 那马斯克 最近这一招 可能就是压垮 柴油卡车的 最后一根稻草 特斯拉不声不响地 在德州提交了 第一个公众 Semi Megacharger 的兴建许可 这一步 比我们想像的 要重要得多 这件事 为什么重要？ 我把它拆成 两个层面来看 第一点 这是从「专属玩具」 变成「公路王者」 的关键一步 过去两年 特斯拉Semi 交车的新闻 大家或多或少 都听过一些 但主要客户是谁？ 百事可乐 这种超级大咖 重要的是 充电站也都是 建在百事自己的 物流中心 或是特斯拉 自家的工厂里 这给外界一个 什么感觉？ 就是这玩意儿 ...

Automotive Industry & Software Development - German automotive industry, including 11 manufacturers and suppliers, collaborates to develop an open and standardized in-vehicle software platform to accelerate software updates and enhance vehicle intelligence [2] - The collaborative platform will support over-the-air (OTA) software updates, improving vehicle safety and user experience [2] - The modular software for autonomous driving platforms is planned for launch in 2026, providing flexibility and scalability for various car models [2] - The collaboration aims to address the slow software development criticized in the German automotive industry, fostering agile development like tech companies [2] Tesla & Electric Vehicle Charging Infrastructure - Tesla officially launches the first batch of V4 Supercharger stations in China, with a maximum charging power of 350 kW, and up to 500 kW with V4 Supercharger cabinet, supporting vehicle battery architectures from 400 V to 1000 V [2] - By June 2025, Tesla has over 2100 Supercharger stations in China, providing over 11600 charging piles, with V4 Superchargers initially deployed in Shanghai, Gansu, Zhejiang, and Chongqing [2] - Other companies like BYD (1 MW), Zeekr (1.2 MW), and Huawei (1.5 MW) are also developing high-power charging solutions [2] Robotaxi & Autonomous Driving Challenges - Tesla may face approximately 100000 lawsuits annually, potentially costing $25 billion if each lawsuit averages $250000, assuming 1 accident per vehicle every 10 years across a fleet of 1 million Robotaxis [2] - Full Self-Driving (FSD) technology needs to achieve a reliability of 99999% or higher to significantly reduce accident rates [2] - Tesla needs to navigate varying state regulations to obtain permits for fully autonomous driving, with Texas requiring permits for driverless cars from September 2025 [2] - Expanding charging infrastructure is a challenge for Tesla as the Robotaxi fleet grows, requiring more charging stations and potentially wireless charging technology [2]

Financial Data and Key Metrics Changes - Net revenue for Q1 2025 was USD 657 million, a 150% increase year over year and largely in line with Q4 2024 [27] - Cost of goods sold for the quarter was USD 888 million, an increase of 113% year over year and down 25% quarter over quarter [27] - Q1 2025 gross margin was -35%, an improvement from -59% in the same period last year [27] - Net loss for the quarter was USD 712 million, with a net loss margin of -109%, compared to -226% in Q1 2024 [30] Business Line Data and Key Metrics Changes - In Q1 2025, VinFast delivered 36,330 electric vehicles, representing a 296% increase year over year and a 32% decline quarter over quarter [7] - Two-wheeler deliveries reached 44,904 units, marking a 473% year over year increase and a 44% rise quarter over quarter [8] - B2C deliveries accounted for over 70% of total sales for three consecutive quarters through Q1 2025 [9] Market Data and Key Metrics Changes - In Vietnam, VinFast's market share of overall auto sales increased to nearly 40% in Q1 2025 from approximately 20% last year [15] - EV penetration in Vietnam reached nearly 40% in Q1, while BEV adoption in Indonesia was 7% and 3% in The Philippines [11] - Vietnam led Southeast Asia in automotive sales growth with a 24% year over year increase [15] Company Strategy and Development Direction - VinFast aims to double vehicle deliveries in 2025 and maintain strong momentum into 2026 [39] - The company is transitioning from a direct-to-consumer model to a dealer-based model to enhance efficiency [28] - New vehicle platforms and EE architecture are expected to drive long-term cost savings and operational efficiency [26][22] Management Comments on Operating Environment and Future Outlook - Management expressed optimism about improved operating leverage driven by economies of scale [6] - The company is focused on scaling operations, accelerating product development, and executing cost optimization to achieve profitability [39] - Management acknowledged the challenges posed by global macroeconomic and trade uncertainties but remains committed to growth [7] Other Important Information - CapEx for Q1 2025 was USD 147 million, down 24% year over year and 40% quarter over quarter [30] - As of May 31, liquidity stands at approximately USD 2.4 billion, including various loans and grants [32] Q&A Session Summary Question: Timeline on new factories in Vietnam, India, and Indonesia - All facilities in Asia are expected to start operations this year, with the India factory opening in July [36] Question: Key catalysts for investors in 2025 - Growth will be driven by deeper market penetration in key international markets and new product offerings [39] Question: Timing of CapEx and when it might peak - Total CapEx planned for 2025 is USD 800 million, with over 50% allocated to R&D [44] Question: Expansion into the bus market - Deliveries of buses have already started in Vietnam, with plans to expand into other markets [46] Question: Average selling price (ASP) trajectory for the rest of the year - ASP for Q1 2025 was around USD 15,000, expected to remain under USD 20,000 for the full year [49] Question: Variable margin versus fixed costs in production - Variable costs are being optimized, with expectations for improvements in gross margin by 2026 [51] Question: Rationale for closing B2C showrooms in North America and Europe - Transitioning to a dealership model to enhance efficiency and scale globally [61] Question: Liquidity status - Total cash burn for 2025 is expected to be around USD 2 billion to USD 2.5 billion [64]