Tesla made its 10 millionth EV
Tesla made its 10 millionth EV
特斯拉生产了第 1000 万辆电动汽车
Tesla has built its 10 millionth electric vehicle, according to a social media post by the company early on Thursday. The milestone comes six years after the company built its one millionth vehicle. 据特斯拉周四早些时候在社交媒体上发布的消息，该公司已生产了第 1000 万辆电动汽车。这一里程碑距离该公司生产第 100 万辆汽车仅过去了六年。
Crossing the 10 million mark means Tesla is halfway to reaching one of the four core “product goals” that unlocks the full value of CEO Elon Musk’s $1 trillion pay package, which shareholders approved last year. By 2035, Musk has to ensure the company builds 20 million vehicles, reaches 10 million active subscriptions for its Full Self-Driving (FSD) software, delivers 1 million “bots,” and puts 1 million robotaxis on the road. 突破 1000 万辆大关意味着特斯拉已完成四大核心“产品目标”之一的一半，该目标是解锁首席执行官埃隆·马斯克（Elon Musk）价值 1 万亿美元薪酬方案全部价值的条件之一，该方案已于去年获得股东批准。到 2035 年，马斯克必须确保公司生产 2000 万辆汽车，实现 1000 万份全自动驾驶（FSD）软件的活跃订阅，交付 100 万台“机器人”，并让 100 万辆自动驾驶出租车（Robotaxi）上路。
Despite a few years of intense growth on the backs of the Model 3 and Model Y, Tesla has not been able to sell 2 million vehicles in a single year. If it keeps up that pace, or slows further, it will take the company until at least the early 2030s to hit the 20 million mark. 尽管凭借 Model 3 和 Model Y 经历了数年的高速增长，但特斯拉尚未能实现单年销售 200 万辆汽车的目标。如果保持目前的速度，或者增长进一步放缓，该公司至少要到 2030 年代初才能达到 2000 万辆的里程碑。
Tesla has less competition in the United States now, though, as major automakers have pulled back from the electric vehicle market, and startups like Rivian and Lucid Motors have struggled to reach scale. Nevertheless, Tesla is still struggling in its home market. Its U.S. sales fell 13% year-over-year in the second quarter, and the company had to look to newer markets like Japan, Australia, and Lithuania to court buyers. 不过，特斯拉在美国面临的竞争有所减少，因为主要汽车制造商已从电动汽车市场撤退，而 Rivian 和 Lucid Motors 等初创公司在扩大规模方面也举步维艰。尽管如此，特斯拉在其本土市场仍面临困境。其第二季度美国销量同比下降了 13%，公司不得不转向日本、澳大利亚和立陶宛等新兴市场来吸引买家。
Musk used to promise that Tesla would make 20 million cars per year by 2030, but he abandoned that idea a few years ago as the company’s sales slowed down. Still, of the four product goals, this is the one Tesla is closest to achieving. The company recently reported just shy of 1.5 million FSD subscribers, though it’s not clear if it is counting free trials — those would not count toward the official product goal laid out by Tesla’s board of directors last year. The carmaker is only in the earliest stages of building robots and robotaxis. 马斯克曾承诺特斯拉到 2030 年每年将生产 2000 万辆汽车，但随着公司销售放缓，他在几年前放弃了这一想法。不过，在四大产品目标中，这是特斯拉最接近实现的一个。该公司最近报告称拥有近 150 万名 FSD 订阅用户，但尚不清楚是否计入了免费试用用户——这些用户并不计入特斯拉董事会去年制定的官方产品目标。目前，这家汽车制造商在制造机器人和自动驾驶出租车方面仍处于起步阶段。
Musk also has to increase the company’s profit (adjusted EBITDA) to $400 billion by 2035 in order to access the full share package. That looks challenging at the moment, too, as the company’s adjusted EBITDA currently hovers around $3.27 billion and has been shrinking lately thanks to heavy discounts, the loss of saleable regulatory credits, as well as a dramatic increase in spending on new efforts like AI and robotics. 马斯克还必须在 2035 年前将公司的利润（调整后 EBITDA）提高到 4000 亿美元，才能获得全部股票奖励。目前看来这也极具挑战性，因为该公司目前的调整后 EBITDA 在 32.7 亿美元左右徘徊，且近期因大幅折扣、可出售监管积分的减少，以及在人工智能和机器人等新项目上支出的急剧增加而不断缩水。
As for the competition, the only other company at the same level is China’s BYD, which recently crossed 17 million “new energy vehicles” built and sold, roughly half of which were hybrids. 至于竞争对手，唯一处于同一水平的公司是中国比亚迪（BYD），该公司最近生产和销售的“新能源汽车”已超过 1700 万辆，其中约一半是混合动力汽车。