特斯拉在国内寻求电池合作，洽谈方包括亿纬锂能等

36氪2021-08-31

作者：李勤特斯拉已经开始在国内寻找4680大圆柱电池的合作厂商，除了原有的电池供应商宁德时代和LG化学，特斯拉洽谈的大圆柱电池公司还包括了亿纬锂能等。一位与亿纬锂能有合作的行业人士向36氪透露，目前讨论的合作方式之一是，“特斯拉设计4680电池，由电池厂家代工。” 不过，这项合作还在早期阶段，另一位消息人士透露，4680大圆柱电池是一项新技术，行业普遍的节奏是2023年开始量产，目前有不少公司...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

mjng
2021-09-01
mjng
Great
dingdibg
2021-08-31
dingdibg
感谢分享
Kurenai
2021-08-31
Kurenai
好文章
RomySKT
2021-08-31
RomySKT
[微笑]
- RomySKT:
  [微笑]
凯旋宝宝
2021-08-31
凯旋宝宝
[得意]
Joker_baby
2021-08-31
Joker_baby
先布局后爆发

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1104552330?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/cf056c93b86b4b78405c574b04f01c45","is_english":false,"pubTime":"2021-08-31 15:14","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1104552330","market":"sh","top_or_hot":-1,"title":"特斯拉在国内寻求电池合作，洽谈方包括亿纬锂能等","media":"36氪","content":"<div>\n<p>作者：李勤\n特斯拉已经开始在国内寻找4680大圆柱电池的合作厂商，除了原有的电池供应商宁德时代和LG化学，特斯拉洽谈的大圆柱电池公司还包括了亿纬锂能等。\n一位与亿纬锂能有合作的行业人士向36氪透露，目前讨论的合作方式之一是，“特斯拉设计4680电池，由电池厂家代工。”\n不过，这项合作还在早期阶段，另一位消息人士透露，4680大圆柱电池是一项新技术，行业普遍的节奏是2023年开始量产，目前有不少公司...</p>\n\n<a href=\"https://36kr.com/p/1376728401900675\">网页链接</a>\n\n</div>\n","source":"36k","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉在国内寻求电池合作，洽谈方包括亿纬锂能等</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉在国内寻求电池合作，洽谈方包括亿纬锂能等\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-31 15:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1376728401900675><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：李勤\n特斯拉已经开始在国内寻找4680大圆柱电池的合作厂商，除了原有的电池供应商宁德时代和LG化学，特斯拉洽谈的大圆柱电池公司还包括了亿纬锂能等。\n一位与亿纬锂能有合作的行业人士向36氪透露，目前讨论的合作方式之一是，“特斯拉设计4680电池，由电池厂家代工。”\n不过，这项合作还在早期阶段，另一位消息人士透露，4680大圆柱电池是一项新技术，行业普遍的节奏是2023年开始量产，目前有不少公司...</p>\n\n<a href=\"https://36kr.com/p/1376728401900675\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"300014","symbol_name":"亿纬锂能","start_time":0,"source_url":"https://36kr.com/p/1376728401900675","article_id":"1104552330","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/cf056c93b86b4b78405c574b04f01c45"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1104552330","pubTimestamp":1630394040,"columns":[],"sourceInfo":{"source_id":"36k","name":"36氪"},"weMediaInfo":null,"summary":"错过特斯拉，将直接对应出货量排名的座次变化。","collect":0,"end_time":0,"defaultTopTitle":"36kr.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"300014":"亿纬锂能","TSLA":"特斯拉"},"translate_title":"Tesla Motors seeks battery cooperation in China, and the negotiators include Eve Energy Co.,Ltd.","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/9941d37d767c19ef9326e5d5ffa04e0a","symbols_score_info":{"300014":0.9,"TSLA":0.9},"content_text":"作者：李勤\n特斯拉已经开始在国内寻找4680大圆柱电池的合作厂商，除了原有的电池供应商宁德时代和LG化学，特斯拉洽谈的大圆柱电池公司还包括了亿纬锂能等。\n一位与亿纬锂能有合作的行业人士向36氪透露，目前讨论的合作方式之一是，“特斯拉设计4680电池，由电池厂家代工。”\n不过，这项合作还在早期阶段，另一位消息人士透露，4680大圆柱电池是一项新技术，行业普遍的节奏是2023年开始量产，目前有不少公司还没出样品。\n亿纬锂能是惠州一家以磷酸铁锂电池技术见长的公司，今年进入小鹏汽车供应链 。该公司同步也在布局圆柱三元、方形三元等技术，亿纬锂能基础材料与技术研究室主任冀亚娟曾表示，公司在大圆柱电池方面已经布局了4680和4695两大型号，2023年后会逐步将大圆柱电池进行市场推广。\n有消息人士向36氪透露，国内同时和特斯拉洽谈4680电池合作的还有宁德时代、LG化学等 ，一向坚持圆柱路线的比克电池也主动找到了特斯拉。目前 ，宁德时代和LG化学都是特斯拉中国的电池供应商，分别供应方形磷酸铁锂电池和圆柱2170电池。\n“宁德时代的大圆柱电池也在加快节奏，项目名称叫‘金箍棒’。”消息人士告诉36氪，LG化学也接连研发了4680、4690等大圆柱电池，希望再次进入特斯拉供应链。\n针对上述信息，36氪向特斯拉中国方面寻求回应，特斯拉方面表示：不予置评。\n去年9月的电池日上，特斯拉发布4680无极耳大圆柱电池技术。相比特斯拉此前采用的2170电池，4680电池体积更大，据官方数据，4680电池的能量密度将提升5倍、输出功率提升6倍，每千瓦时的成本会降低14%，搭载该电池的车型续航里程可提高16%。\n性能更好，成本更低，特斯拉在发起4680电池替代，已经没有悬念。而对于电池公司们，这无疑又是一个挤进特斯拉供应链，就能改写市场格局的大机会。\n推出4680大圆柱电池后，特斯拉就在加快上车进度。第二季度财报电话会上，特斯拉CEO马斯克表示，公司4680电池的性能和寿命已得到验证，制造验证也已接近尾声，目前的重点工作是改进制造工艺。未来，特斯拉德州工厂和柏林工厂生产的Semi卡车和Model Y都有可能使用4680电池。\n德国柏林工厂的主体建筑已经建设完成，正在等待德国环保部门审批，有望在四季度获得最终审批，生产任务很可能在明年启动。因此，特斯拉的4680电池技术引入国内可能就在前后脚 。\n不光特斯拉，宝马等车企也都有采用大圆柱电池的计划。有行业人士向36氪透露，宝马正联合国内电池供应商，开发4670等型号的大圆柱电池。而在电池行业，大圆柱也正成为技术趋势之一，宁德时代、LG化学、三星、松下、亿纬锂能、比克电池等众公司，都在部署大圆柱电池。一家长期采用方形电池的车企高管也向36氪评论，“大圆柱电池有整体的效率优势。”\n与2019年，刚在中国建厂不同，如今的特斯拉已经是一家年销量指向百万级的公司。2020年，特斯拉全球共售出49.5万辆汽车，而今年上半年特斯拉就已经完成38.6万辆，其中，中国市场占比接近一半，达到16万辆。\n如果说两年前的供应链对特斯拉中国还有观望成分，今天的答案已经很清晰，尤其是对于头部动力电池公司而言，错过特斯拉，将直接对应出货量排名的座次变化。\n而特斯拉也因为产能需求高涨 ，开始在供应链上分散押注。此前，特斯拉中国的磷酸铁锂电池主要由宁德时代供应，圆柱电池来自LG化学，但今年以来，已经传出多则消息，特斯拉开始在中国寻求更多的磷酸铁锂电池供应商，其中包括亿纬锂能和比亚迪，虽然后两者都对市场传言进行了否认。\n如今，头部电池公司要提防的可能还有，新技术大规模落地过程中的洗牌风险。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":816903745,"gmtCreate":1630458435887,"gmtModify":1633677929340,"author":{"id":"3564614537181603","authorId":"3564614537181603","name":"mjng","avatar":"https://static.tigerbbs.com/a854954445bb4118ad10dc538396e457","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3564614537181603","authorIdStr":"3564614537181603"},"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816903745","repostId":1104552330,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":818546055,"gmtCreate":1630421800477,"gmtModify":1630421800477,"author":{"id":"3494827487225209","authorId":"3494827487225209","name":"dingdibg","avatar":"https://static.tigerbbs.com/b7b17454644aee77f68e0e7df7924e3e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3494827487225209","authorIdStr":"3494827487225209"},"htmlText":"感谢分享","listText":"感谢分享","text":"感谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818546055","repostId":1104552330,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":818826697,"gmtCreate":1630397406419,"gmtModify":1704959670479,"author":{"id":"3575803406267016","authorId":"3575803406267016","name":"Kurenai","avatar":"https://static.tigerbbs.com/1db68d9f3a4fa117268aef7bab24cad7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3575803406267016","authorIdStr":"3575803406267016"},"htmlText":"好文章","listText":"好文章","text":"好文章","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818826697","repostId":1104552330,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":818817663,"gmtCreate":1630395121552,"gmtModify":1704959631785,"author":{"id":"3579783453007050","authorId":"3579783453007050","name":"RomySKT","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3579783453007050","authorIdStr":"3579783453007050"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/818817663","repostId":1104552330,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5703933,"gmtCreate":1630395131842,"gmtModify":1631888709172,"authorId":3579783453007050,"author":{"id":3579783453007050,"idStr":"3579783453007050","authorId":3579783453007050,"name":"RomySKT","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":818817663,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"CN"},{"id":818817903,"gmtCreate":1630395092502,"gmtModify":1704959631271,"author":{"id":"4089181668486800","authorId":"4089181668486800","name":"凯旋宝宝","avatar":"https://static.tigerbbs.com/c2dd2c76db6c029e275bbb864a25f190","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4089181668486800","authorIdStr":"4089181668486800"},"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818817903","repostId":1104552330,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":818814497,"gmtCreate":1630395071819,"gmtModify":1704959630757,"author":{"id":"4092901128703460","authorId":"4092901128703460","name":"Joker_baby","avatar":"https://static.tigerbbs.com/d8345c09e923dec9fea0448eef770e5e","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":4,"crmLevelSwitch":0,"idStr":"4092901128703460","authorIdStr":"4092901128703460"},"htmlText":"先布局 后爆发","listText":"先布局 后爆发","text":"先布局 后爆发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818814497","repostId":1104552330,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":49,"commentSize":7,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1104552330"}