随着埃隆·马斯克 (Elon Musk) 访华以及 Project Highland 开始在上海 Giga 生产的传言，每个人都期待着发布一个热门公告。一些新闻媒体抢先一步引用了彭博社的一篇报道，称特斯拉将在马斯克访问期间展示升级后的 Model 3。取而代之的是，特斯拉中国官方微博分享了一段来自 Giga Shanghai 的视频，视频显示马斯克感谢特斯拉员工的辛勤工作，背景是白墙，没有生产线，也没有升级的 Model 3。不过，中国消息人士证实，马斯克确实见过改款的Model 3在 Giga Shanghai 下线。根据 WangNextDoor 的一条推文，升级后的 Model 3 仍处于高度机密状态，任何人不得携带智能手机入内。目前，第一阶段（Model 3）生产线采用单班制，每天生产约 700-800 辆汽车。随着产量的提高，该生产线将在未来三个月内增加更多班次。

尽管如此，即使没有官方确认，市场迹象也表明事情正在发生变化，Project Highland 可能比许多人想象的更接近。两周前，特斯拉开始在北美抛售 Model 3，库存单位大幅折扣。在 5 月 19 日为 Model 3 提供 1,350 美元的折扣后，大约一周后加拿大也采取了类似举措。加拿大人享受 2,320 加元的降价，相当于约 1,700 美元。

中国传闻不断，特斯拉又降价了。这一次，特斯拉将 Model 3 的售价削减了 3,020 美元。例如，没有升级的基础版 Model 3 RWD 售价为 37,830 美元，折扣为 2,410 美元，而且这还没有考虑税收抵免和其他当地激励措施。降价不适用于新订单，因为 Model 3 在特斯拉网站上的售价仍为 40,240 美元，这表明特斯拉正试图摆脱其库存中的汽车。传特斯拉Model 3 Project Highland将于6月1日
在中国开始试生产，这似乎如期发生，尽管特斯拉中国早些时候否认了这一传闻。升级后的 Model 3 预计将进行外观改进和重大技术变革。最近的原型目击表明，特斯拉将转向无柄设计，特斯拉客户已经表示他们讨厌这种设计。更新后的 Model 3 的首批交付应该不会太远，可能在一个月内。

 

我的消息来源告诉我，Elon 昨天亲眼目睹了新款 Model 3 的第一个量产版本下线。目前的计划是每天单班生产700-800辆左右。它将在 3 个月内增加更多班次。

- WangNextDoor (@WangNextDoor2) 2023 年 6 月 1 日

埃隆·马斯克：

我很想对大家说，我对此非常感动，我想大声告诉全世界，特斯拉上海超级工厂不仅是世界上生产力最高的工厂之一，而且是世界上最大的工厂之一。世界上最优质的汽车。pic.twitter.com/xcXoUzagyk

- Yan Chang (@cyfoxcat) 2023 年 6 月 1 日

原文

Tesla Clears Model 3 Inventory for Project Highland, Musk Has Seen the Production Units

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1 Jun 2023, 09:32 UTC • By: 

Cristian Agatie 

Tesla prepares to start deliveries of the refreshed Model 3 by first clearing inventory of the old units. To accelerate the move, the EV maker offers up to $3,020 discounts on new Model 3 units in the US inventory. Reports from China claim that Musk has already seen the first refreshed Model 3 rolling off the production line at Giga Shanghai.

With Elon Musk's visit to China and rumors of Project Highland production starting at Giga Shanghai, everybody expected a hot announcement to be made. Some news outlets jumped the gun and quoted a Bloomberg report that claimed Tesla would reveal the refreshed Model 3 during the visit. Instead of that, Tesla China's official Weibo account shared a video from Giga Shanghai showing Musk thanking Tesla employees for their hard work, with a white wall in the background, no production line, and no refreshed Model 3.

However, Chinese sources confirm that Musk has indeed seen the first refreshed Model 3 rolling off the production line at Giga Shanghai. According to a tweet by WangNextDoor, the refreshed Model 3 is still kept highly confidential, and no one is allowed to bring in any smartphones. For now, the Phase I (Model 3) line is working single-shift, producing around 700-800 cars per day. The line will add more shifts in the next three months as it ramps up production.

Still, even without an official confirmation, there are market signs that things are moving, and Project Highland might be closer than many thought. Two weeks ago, Tesla began what appears to be a Model 3 sell-off in North America, with deep discounts on inventory units. After a $1,350 discount was offered on Model 3 units on May 19, a similar move followed in Canada roughly a week later. Canadians enjoyed a 2,320 CAD price cut which equals about 1,700 USD.

As rumors from China keep piling up, Tesla made another price cut for new Model 3 units in the US inventory. This time, Tesla slashed up to $3,020 off the Model 3 units. For instance, the base-version Model 3 RWD with no upgrades can be had for $37,830, a $2,410 discount, and that is before accounting for tax credits and other local incentives. The price cuts don't apply to new orders, as the Model 3 is still listed at $40,240 on Tesla's website, indicating that Tesla is trying to get rid of the cars in its inventory.

Tesla Model 3 Project Highland was rumored to start test production in China on June 1, which appears to have happened on schedule, although Tesla China earlier denied the rumors. The refreshed Model 3 is expected to come with cosmetic improvements and significant technology changes. Recent prototype sightings showed that Tesla would move to a stalkless design, something Tesla customers already said they hate. The first deliveries of the updated Model 3 should not be far away, probably within a month from now. 

My source is telling me that Elon witnessed the the very 1st volume production version of the new Model 3 rolling off the lines yesterday. The current plan is single shift around 700-800 cars per day. It will ramp up more shifts in 3 months.

— WangNextDoor (@WangNextDoor2) June 1, 2023

Elon Musk:

I would love to say to everyone that I am very moved by this and I want to tell the world loud and clear that the Tesla Shanghai Gigafactory is not only one of the most productive factories in the world, but also makes one of the best quality cars in the world. pic.twitter.com/xcXoUzagyk

— Yan Chang (@cyfoxcat) June 1, 2023

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