Chinese economy weekly: After tesla spontaneous combustion gigantic first quarter deficient Ma Sike

Chinese economy weekly: After tesla spontaneous combustion gigantic first quarter deficient Ma Sike Dou Guaisong issues 700 million dollar

(" Chinese economy weekly " Xiao Yi of presiding press photographer is photographed)

Since this year, tesla " troublesome " ceaseless: Guangzhou, Shanghai early or late two tesla " quiet place spontaneous combustion " , the reason had be notted find out; After this encounters Asia-Pacific area again the biggest the claim for compensation that purchases special of business god horse; Because of problem of batteries in short supply, masike is pushing tesla CEO infrequently to go up especially open " on bar " tesla is dynamoelectric the car is exclusive the electric equipment below pine of batteries supplier Panasonic (article says " below the pine " ) , still spit groove along with all the others at the same time media is right use in the report of fuel car and electric car spontaneous combustion " double standard " .

"Domestic trouble and foreign invasion " under, tesla was released on April 24 the money first quarter signed up for 2019. In this quarter, the net loss of tesla is as high as 702 million dollar, every deficit is 4.1 dollars. Meanwhile, model 3 consign is measured first quarter also under the four seasons was spent 2018, annulus comparing drops 20% . This is close come two years tesla sales volume appears first quarterly annulus is compared glide. In addition, tesla cash situation is tightened up further first quarter, company cash drops to 2.2 billion dollar.

Although tesla is adopted,close the door inn, online sale and cut down the member of persons employed wait for measure to cut cost, also fail to change the phase that opened bureau deficit 2019.

Shanghai " quiet place spontaneous combustion " car advocate angry rancorring Masike

On April 21, tesla Model S collects Ou Taide in Shanghai Xu inside garage of underground of beautiful garden village " quiet place spontaneous combustion " , a car is counted beside ignition, subsequently tesla says to already expedited a group to be driven toward the spot through response of official small gain, the branch cooperates to verify a condition related active contact.

On April 23, ma Sike is being pushed go up especially a running fire counts an information, call tesla spontaneous combustion abiogenesis incident, criticise media is put in double standard, "Car of new energy resources wants compared with the possibility of fuel car spontaneous combustion low 500% , why does media never allude however? Why does media never allude however??

Car of incident of Shanghai tesla spontaneous combustion advocate Mr Dong went up in small gain on April 30 angry rancorring Masike: "No matter total spontaneous combustion scale has tesla much lower, it is me to 100% . To the life of consumer, can you go with per cent prevaricate? Can you go with per cent prevaricate??

According to media coverage, car of new energy resources is in this tesla of Mr Dong 3 years about half before buy, model is Model S P85. "Configuration is 1.07 million yuan car, because be one of 4S inn tries,drive, when buying, hit 7 fold, car price makes an appointment with 720 thousand yuan, at present car has not guaranteed too period, add up to 3 years partly travel makes an appointment with 60 thousand kilometer. " this car undertakes in before on fire a few hours of ability super charge, add boat course of development promotion came 350 much kilometers. Mr Dong is recollected, in April 21 evening 7 when 40 minutes or so, he parks tesla car in subterranean garage. After half hour, he was to smell first a scorching, go out the fire engine when examining already sailed village, partial dweller is in scattered, at this moment he just knows his car has an accident.

Mr Dong is written in the article of angry on small gain rancorring Masike, group of each batteries model has 400 knaggy 18650 model lithium battery, when cooperating board of inquiry to tear open solution, the batteries model group that he sees the tesla in debris (in all 16 groups) in the 4 models group that approachs car head way already burn down, 12 models group returns the others to was not affected. "If igneous situation jumps over evening to be put out, groups of more lithium battery model (puissant deflagrated fountainhead) the likelihood is affected and deflagrate. 4 groups of module had been like this might, that if... "

The accident such as spontaneous combustion of series of tesla Model S/X relatively concentration

One of company of tripartite public feelings crowded science and technology is offerred " Chinese economy weekly " report of a of the reporter big data shows, inside nearly one year (in April 2018, on April 30, 2019) , tesla " on fire " relevant report in all 100274, "Spontaneous combustion " relevant report 81296, "Explode " relevant report 65147.

The personage inside course of study is analysed, up to in April 2019, in the electric car spontaneous combustion that appears in global limits, combustion and explosive accident case, the accident such as spontaneous combustion of motor-car of report of series of tesla Model S/X, combustion relatively concentration.

Many personage inside course of study suggests, of this Shanghai tesla " quiet place spontaneous combustion " investigation focus should begin from batteries.

Nan of the Song Dynasty tells researcher of net of analysis of information of new energy resources " Chinese economy weekly " reporter, what when tesla Model S appeared on the market 2012, use is the cobaltic acerbity lithium that offers below the pine 18650 model batteries, 2015, converted 2016 offer below the pine 18650 model aluminous batteries of NCA nickel cobalt, this batteries also is used on present tesla Model X. When tesla Model3 appeared on the market 2018, those who use is loose next offerring 21700 model aluminous batteries of NCA nickel cobalt. "So far, tesla used 3 kinds of cell, solve safe problem what be namely. Solve safe problem what be namely..

A statistical graph that Tsinghua university car fastens shows, in accident of car of new 2018 energy resources, cylindrical batteries (namely before narrate 18650 model, 21700 model batteries) occupied 38% . (complier notes: Cylindrical lithium battery abbreviation " columnar batteries " , it is a kind of capacity tall, cycling life the batteries with broad temperature of long, use environment. Express with 5 digit word normally, since left number, the first, 2 digit word is diameter of body pointing to a pool, the 3rd, 4 digit word is to point to batteries height, word of the 5th digit expresses a circle. 18650, 21700 model batteries belongs to columnar batteries. For example, 18650 model batteries is the lithium battery that a kind of diameter is 65mm for 18mm, height. )

In addition, when accident reason, be in charge the car of condition is occupied 29% ; The car that is in condition of travel, quiet place is occupied than all be 14% ; The car that is in ford condition is occupied 10% ; Of unidentified reason occupy 33% .

The cloud tells from Zhu Chen of expert of domain of artificial intelligence of science and technology " Chinese economy weekly " reporter, a batch this the tesla of spontaneous combustion is earlier delivery, use 18650 model the car of core of report of cobaltic acerbity lithium. "Theoretic, 21700 than 18650 model safe. Car of new energy resources the lifeblood of this industry is batteries technology, the technology that still needs for a long time precipitates. The technology that still needs for a long time precipitates..

Analysis of the personage inside the Ceng Youye before this says, car of new energy resources is in the spontaneous combustion when jockey or charging, advocate because be the short circuit inside monomer batteries,bring about deflagrate. Before Model 3, although also be in,fuse of high temperature material solders on monomer batteries, but melting point of this kind of fuse is high, meet sometimes invalidation, easy cause batteries box on fire. Since Model 3, tesla exchanged fuse data microtherm data, but microtherm material and nickel diversion body are in the in soldering n of automation equipment is low, ceng Dao sends measure of Model 3 pay to be not worth badly, humanness labour filling solder changes after, just realize Model 3 big batch to produce.

Approve of of bright red official this kind of view, complement: "Trend of car of new energy resources is impossible to change, tesla includes colourful to come is the forerunner of this industry, but they cannot represent whole industry. This industry updates iteration the meeting is very quick, cannot say spontaneous combustion of a car represents all vehicles metropolis spontaneous combustion, the delegate is whole the industry is insecure. Fuel car also is met spontaneous combustion, also be to pass the precipitation of hundred years to just be stabilized gradually, be approbated by the masses. Car look forward to must set out from oneself, justice gives out gravely findings, authoritative branch also can be participated in together. Car of new after all energy resources is the trade that the country promotes energetically, the truth of reductive fact is the emphasis that shows level. The truth of reductive fact is the emphasis that shows level..

Does tesla output fall " culprit " be the pine falls?

Deficit of tesla in successive years, till last year sell like hot cakes of 3 quarters Model 3, just make up the deficits and get surpluses. The money bulletin that tesla issues at that time says, the yield with this quarter average and weekly Model 3 can be 4300 about, profit of implementation GAAP net 312 million dollar.

Namely the personage inside course of study says at that time, below the cost control with perfect tesla, the batteries below the pine is hero of the oldest behind the curtain.

In November 2018, the report of battery manufacturer cost that lucky silver-colored group issues shows: The lithium battery that cooperates below tesla and pine produces the lowest inside technical cost course of study, only 111 dollars / KW · H (add up to a RMB about 771 yuan / KW · H) , excel the 2nd LG is chemical 20% the left and right sides.

Nevertheless, tesla 2019 money newspaper is like person meaning very much however first quarter: GAAP battalion receives 4.54 billion dollar, net loss caustic 702 million dollar; Accumulative total consign 63 thousand, annulus comparing drops 31% .

Does the problem go where?

This year April, ma Sike is made public especially through pushing to tesla electric car is exclusive the pine issues batteries supplier " open fire " , call car of Model3 of tesla of keep within limits crop " culprit " it is loose below, because battery plant fails,full load runs.

Report of the intermediary outside having says, still deferred below tesla and pine the outspread plan that Nevada manages joint-stock battery plant.

" Chinese economy weekly " the reporter notices, do not be in before half an year (November 2018) , ma Sike ever was in to push go up especially express, the business of the biggest dynamical cell production on the world is below tesla and pine, all batteries model groups and batteries wrap prospective tesla, metropolis synchronism is in super factory of China produce, the raw material that uses this locality is supplied (basically come from a few companies that include a pine to fall inside) . When those, ma Sike expresses confidently, they will prop up a whole world the dynamical cell crop of 60% .

Analysis of the personage inside course of study thinks at that time, tesla early is produced in layout promotion can, the production of batteries includes in the plan of Chinese Shanghai factory. Nevertheless, chinese factory begins to run predict to want to wait for time at least 9 years.

After that, "Who can receive Pan Song to fall, become tesla to be in batteries supplier of home " the hearsay is incessant Yu Er.

Tesla spokesman discloses, the company ever had gotten the quoted price of company of cell of Tianjin force god, but later without follow-up, have not sign any agreements with force god; Wisdom the sources of energy (600869.SH) expressed in interactive platform on March 19, at present the company is in with respect to lithium battery collaboration face harbor new plant to undertake arrange with with tesla, but still have no formal business collaboration; Ning Deshi is acting (300750.SZ) come out before this the message that will cooperate with tesla, the company returned specially to release clear announcement to say on March 12, did not reach cooperative intent with tesla company up to now, did not sign any business affairs agreements.

The statistical result that occupies the treasure that start a letter shows, the A that offers relevant fittings to system of tesla power cell currently the company is in charge of heating up administrative package only 3 Hua Zhi accuses (002050.SZ) , all get the better of an electron of responsible sensor original (600699.SH) .

Think inside course of study, whether can prospective tesla choose to cooperate with Chinese company, or become its whether the key of make up the deficits and get surpluses.

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