嘛，關(guān)心的人應(yīng)該從昨天開始就已經(jīng)看到各種泄密消息了吧，這里新東西不多，就把我今早上看到的一些內(nèi)容在這里放一下。關(guān)鍵信息我就手動(dòng)翻譯下，文章最后稍加點(diǎn)評(píng)：

來自特斯拉的官方說明：（http://ir.tesla.com/news-releases/news-release-details/tesla-q2-2018-vehicle-production-and-deliveries）

Q2 production totaled 53,339 vehicles, a 55% increase from Q1, making it the most productive quarter in Tesla history by far. For the first time, Model 3 production (28,578) exceeded combined Model S and X production (24,761), and we produced almost three times the amount of Model 3s than we did in Q1. Our Model 3 weekly production rate also more than doubled during the quarter, and we did so without compromising quality.

第二季度車輛總產(chǎn)為53,339輛，相比第一季度增長(zhǎng)55%，又是歷史新高季度。其中M3為28,578，首次單季超過Model S和X的總和（24,761輛）。

GA4, our new General Assembly line for Model 3, was responsible for roughly 20% of Model 3s produced last week, with quality from that line being as good as our regular GA3 line. We expect that GA3 alone can reach a production rate of 5,000 Model 3s per week soon, but GA4 helped to get us there faster and will also help to exceed that rate.

新建的組裝線（工廠外邊搭起來的巨型帳篷）在最后一周里貢獻(xiàn)了20%的M3產(chǎn)量，質(zhì)量和其他生產(chǎn)線達(dá)到了一樣的標(biāo)準(zhǔn)。預(yù)計(jì)僅靠舊的組裝線很快就能維持5k的周產(chǎn)能，但這個(gè)新組裝線使得我們更早達(dá)標(biāo)并將幫助我們達(dá)成更高的產(chǎn)能。

Tesla expects to increase production to 6,000 Model 3s per week by late next month. We also reaffirm our guidance for positive GAAP net income and cash flow in Q3 and Q4, despite negative pressures from a weaker USD and likely higher tariffs for vehicles imported into China as well as components procured from China.

特斯拉預(yù)期下個(gè)月月底（八月）將M3周產(chǎn)能推至6000. 我們?nèi)匀活A(yù)計(jì)第三季度和第四季度將達(dá)成正現(xiàn)金流向，雖然美元的低迷和與美中國(guó)之間的貿(mào)易問題對(duì)此增加了很大壓力。

Q2 deliveries totaled 40,740 vehicles, of which 18,440 were Model 3, 10,930 were Model S, and 11,370 were Model X. Model S and X deliveries are in line with our guidance provided on May 3. As we previously noted, we are in the process of changing the quarterly production pattern of those vehicles for the various worldwide regions to ensure a more linear flow of deliveries through the quarter. Both orders and deliveries for Model S and X were higher in Q2 than a year ago. Our overall target for 100,000 Model S and Model X deliveries in 2018 is unchanged.

11,166 Model 3 vehicles and 3,892 Model S and X vehicles were in transit to customers at the end of Q2, and will be delivered in early Q3. The high number of customer vehicles in transit for Model 3 was primarily due to a significant increase in production towards the end of the quarter.

這兩段講了講交貨數(shù)量和正在交貨的數(shù)量。（已交貨數(shù)量低出產(chǎn)量不少，正處于交貨的數(shù)量非常之高，從此也大概可以看出特斯拉為了延長(zhǎng)一個(gè)季度的聯(lián)邦電動(dòng)車減稅，特意壓低了第二季度交貨量）

The remaining net Model 3 reservations count at the end of Q2 still stood at roughly 420,000 even though we have now delivered 28,386 Model 3 vehicles to date. When we start to provide customers an opportunity to see and test drive the car at their local store, we expect that our orders will grow faster than our production rate. Model 3 Dual Motor All Wheel Drive and Model 3 Dual Motor All Wheel Drive Performance cars will also be available in our stores shortly.

第二季度結(jié)尾M3的訂單數(shù)量剩余約42萬左右。

The last 12 months were some of the most difficult in Tesla’s history, and we are incredibly proud of the whole Tesla team for achieving the 5,000 unit Model 3 production rate. It was not easy, but it was definitely worth it.

**********************

Our delivery count should be viewed as slightly conservative, as we only count a car as delivered if it is transferred to the customer and all paperwork is correct. Final numbers could vary by up to 0.5%. Tesla vehicle deliveries represent only one measure of the company’s financial performance and should not be relied on as an indicator of quarterly financial results, which depend on a variety of factors, including the cost of sales, foreign exchange movements and mix of directly leased vehicles.

Forward-Looking Statements
Certain statements herein, including statements regarding future production and delivery of Model S, Model X and Model 3, expected cash flow and net income results, and growth in demand for our vehicles, are “forward-looking statements” that are subject to risks and uncertainties. These forward-looking statements are based on management’s current expectations. Various important factors could cause actual results to differ materially, including the risks identified in our SEC filings. Tesla disclaims any obligation to update this information.

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老馬對(duì)內(nèi)的郵件

From: Elon Musk

To: Everybody

Subj. 7000

Jul. 1, 12:37 PM

來自： Elon Musk

發(fā)至：所有人

主題：7000

時(shí)間：七月1日，12：37 下午

We did it!! What an incredible job by an amazing team. Couldn’t be more proud to work with you. It is an honor.

我們做到了！最棒的團(tuán)隊(duì)完成的驚人成就。和你們一起就事讓我驕傲不已，這是一項(xiàng)榮譽(yù)。

The level of dedication and creativity was mind-blowing. We either found a way or, by will and inventiveness, created entirely new solutions that were thought impossible.

（團(tuán)隊(duì)）獻(xiàn)身精神和創(chuàng)作力的程度真可謂超乎想象。我們或是找到了出路，或是以意志和發(fā)明力，創(chuàng)造了以前我們認(rèn)為是不可能的全新解決方案。

Intense in tents. Transporting entire production lines across the world in massive cargo planes. Whatever. It worked.

在帳篷里趕工，用空運(yùn)把整條新生產(chǎn)線從世界另一頭運(yùn)過來，不管如何，管用。

Not only did we factory gate over 5000 Model 3’s, but we also achieved the S & X production target for a combined 7000 vehicle week!

我們不僅一周內(nèi)制造了超過5000大關(guān)的Model 3，我們同時(shí)還取得了包括S和X在內(nèi)的7000輛以上的周產(chǎn)目標(biāo)！

What’s more, with the widespread productivity gains throughout Tesla and the new production lines spooling up, we are on track to reach 6k/week for Model 3 next month.

不僅如此，隨著全生產(chǎn)線各個(gè)環(huán)節(jié)的快速進(jìn)步，我們的進(jìn)度符合下個(gè)月月底達(dá)成周產(chǎn)6千Model 3的預(yù)期。

I think we just became a real car company …

我想我們剛剛成為了一家真正的汽車公司 （筆者：這話聽著好沒志氣?。?/p>

Thank you for your hard work and dedication,

感謝你們的刻苦工作和獻(xiàn)身，

Elon

特斯拉歷史季度產(chǎn)量：

筆者點(diǎn)評(píng)：

周產(chǎn)5031輛Model 3，這就是上半年最后一種特斯拉交出的答卷，總算合格了。其實(shí)從個(gè)人角度，我還是認(rèn)為重視效率，穩(wěn)步推進(jìn)產(chǎn)量是更經(jīng)濟(jì)的做法。當(dāng)然，自去年年底以來，model 3的產(chǎn)量一直低于之前的預(yù)期，落為了媒體的話柄，成為了攻擊特斯拉的最大焦點(diǎn)和宣告特斯拉即將破產(chǎn)的核心論點(diǎn)。因而提升Model 3產(chǎn)能的重要性水漲船高，成了一種類似特斯拉自我證明的特殊指標(biāo)。馬斯克本人四月開始接受生產(chǎn)線管理，開始在工廠會(huì)議室過夜，連幾天前生日的晚上也是在工廠過的，總算交上了這份答卷，算是完成了某種意義上的自我證明吧。

當(dāng)然，從達(dá)成這個(gè)指標(biāo)的過程來看，多少有點(diǎn)趕鴨子上架的味道。雖然我們具體還不了解特斯拉為了達(dá)成M3的產(chǎn)量達(dá)標(biāo)，用了那些短期的手段，但目前看起來其中至少包括了動(dòng)用S和X生產(chǎn)線上的一部分人手和優(yōu)先了一部分共用的生產(chǎn)空間。所以如果問特斯拉能不能就此保持5000以上的產(chǎn)能，以個(gè)人之見是很難或者短期內(nèi)不可能的。七月的前十天會(huì)是一個(gè)比較好的特斯拉實(shí)際M3產(chǎn)能的一個(gè)體現(xiàn)，個(gè)人希望仍然能在4500以上，那就不錯(cuò)了，相信也會(huì)讓除了空頭媒體外的大多數(shù)人滿意。同時(shí)也希望他們能在七月月底左右達(dá)成穩(wěn)定的5k周產(chǎn)能，那樣即使特斯拉在中國(guó)的發(fā)展受到阻礙，他們的前景仍然是非常看好的。