特斯拉能造电池，宁德时代为什么不能造车？

品玩2021-11-17

作者｜董楠当宁德时代的客户们开始纷纷钻研锂电池开发时，宁德时代也并不安分。在最近阿维塔的增资公告中，宁德时代增资7.7亿元成为阿维塔科技的仅次于长安汽车的第二大股东。这一轮增资完成后，阿维塔科技将由长安汽车的控股子公司变为联营企业，不再纳入合并报表范围。联营企业，也是中国新能源汽车企业的一种新的形式，供应链企业成为新品牌的股东之一，传统造车企业在其中担任造车主体，同时，阿维塔的技术“...

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

Melinda2021
2021-11-18
Melinda2021
谢谢分享
Tome
2021-11-18
Tome
赞👍
Tummy
2021-11-18
Tummy
赞👍
欲穷千里目
2021-11-18
欲穷千里目
如果台积电开始设计制造自己的芯片，结果会如何呢？
- xyzrb:
  那台积电存在价值就没有了，公司完蛋。
- 储婉菡:
  结果会被反垄断搞死
幸福满天飞
2021-11-18
幸福满天飞
谢谢分享
小虎小虎小小虎
2021-11-17
小虎小虎小小虎
ok
- 小虎小虎小小虎:
  ok

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1124949863?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/0ee5d326497e206fc883fceefce04c90","is_english":false,"pubTime":"2021-11-17 22:59","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1124949863","market":"sh","top_or_hot":-1,"title":"特斯拉能造电池，宁德时代为什么不能造车？","media":"品玩","content":"<div>\n<p>作者｜董楠\n当宁德时代的客户们开始纷纷钻研锂电池开发时，宁德时代也并不安分。\n在最近阿维塔的增资公告中，宁德时代增资7.7亿元成为阿维塔科技的仅次于长安汽车的第二大股东。\n\n这一轮增资完成后，阿维塔科技将由长安汽车的控股子公司变为联营企业，不再纳入合并报表范围。\n联营企业，也是中国新能源汽车企业的一种新的形式，供应链企业成为新品牌的股东之一，传统造车企业在其中担任造车主体，同时，阿维塔的技术“...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Wq3yvXGxpnFXoxZbTHLFtw\">网页链接</a>\n\n</div>\n","source":"pw","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>特斯拉能造电池，宁德时代为什么不能造车？</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特斯拉能造电池，宁德时代为什么不能造车？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-17 22:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Wq3yvXGxpnFXoxZbTHLFtw><strong>品玩</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者｜董楠\n当宁德时代的客户们开始纷纷钻研锂电池开发时，宁德时代也并不安分。\n在最近阿维塔的增资公告中，宁德时代增资7.7亿元成为阿维塔科技的仅次于长安汽车的第二大股东。\n\n这一轮增资完成后，阿维塔科技将由长安汽车的控股子公司变为联营企业，不再纳入合并报表范围。\n联营企业，也是中国新能源汽车企业的一种新的形式，供应链企业成为新品牌的股东之一，传统造车企业在其中担任造车主体，同时，阿维塔的技术“...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Wq3yvXGxpnFXoxZbTHLFtw\">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":"300750","symbol_name":"宁德时代","start_time":0,"source_url":"https://mp.weixin.qq.com/s/Wq3yvXGxpnFXoxZbTHLFtw","article_id":"1124949863","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/0ee5d326497e206fc883fceefce04c90"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1124949863","pubTimestamp":1637161167,"columns":[],"sourceInfo":{"source_id":"pw","name":"品玩"},"weMediaInfo":null,"summary":"当宁德时代的客户们开始纷纷钻研锂电池开发时，宁德时代也并不安分。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"300750":"宁德时代"},"translate_title":"Tesla Motors can build batteries, why can't Contemporary Amperex Technology Co.,Ltd. build cars?","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/c0269130eebbd266a5c67ae77d645293","symbols_score_info":{"300750":0.9},"content_text":"作者｜董楠\n当宁德时代的客户们开始纷纷钻研锂电池开发时，宁德时代也并不安分。\n在最近阿维塔的增资公告中，宁德时代增资7.7亿元成为阿维塔科技的仅次于长安汽车的第二大股东。\n\n这一轮增资完成后，阿维塔科技将由长安汽车的控股子公司变为联营企业，不再纳入合并报表范围。\n联营企业，也是中国新能源汽车企业的一种新的形式，供应链企业成为新品牌的股东之一，传统造车企业在其中担任造车主体，同时，阿维塔的技术“供应商”来自华为、宁德时代。\n11月15日，增资后的阿维塔正式亮相了首款车型——阿维塔11。\n阿维塔11诞生在长安、华为、宁德时代联合打造的CHN技术平台上，全栈智能解决方案来自华为，长安提供整车制造能力，宁德时代保证供应链，并输出新的电池包技术。同时，阿维塔还公布了重庆作为全球整车策划、研发及制造中心，上海作为全球品牌及软件研发中心，慕尼黑作为全球设计中心的两国三地布局，阿维塔11也将于明年三季度正式交付。\n\n可以说，阿维塔是与极氪、智己以及即将发布的沙龙，来自于中国头部自主品牌，定位于高端新能源汽车品牌，但是正以各自不同的形式形成了中国新一轮高端新能源汽车品牌的竞争。\n就在阿维塔11发布的当天，即将发布的长城旗下高端电动车品牌沙龙，发布了四颗激光雷达、高性能机甲战跑的定位，也让这一轮高端新能源汽车品牌的竞争火药味十足。\n这几家脱胎于中国头部自主品牌的新能源汽车品牌，虽然发力高端，定位相似，但所选择的路径并不相同。\n智己有来自阿里的背书，当然最大的股东还是上汽。\n极氪的投资方虽然也有宁德时代，但是只是作为战略伙伴，并不涉及实质性的技术输出，与此前宁德时代投资爱驰、北汽蓝谷相同，都是为了加强上下游的合作关系。\n但是阿维塔，则是宁德时代结结实实地参与到了造车之中。\n此次阿维塔发布首款车型，并没有透露其中涉及到宁德时代的技术信息，重点还是传播阿维塔的品牌形象——定位为以科技驱动的高端生活方式品牌，发布信息中不乏跨界、情感智能等元素。\n车型设计由前宝马设计师，曾经设计过宝马i8的纳德·法吉扎德（Nader Faghihzadeh）担任首席设计官。\n已经公布的数据包括：百公里加速 4 秒内，支持 200kW+ 的高压快充，拥有 400tops 算力和 700 公里的续航里程。\n包括自动驾驶、激光雷达的搭载，此次则并没有公布太多信息。阿维塔11是华为inside的第二款车型，因此自动驾驶算法和激光雷达也将全部来自华为。华为除了与北汽合作已经推出极狐阿尔法S华为HI版外，也与广汽有合作。随着华为inside的车型逐一上市，三者之间如何拉开差距，也将考验合作伙伴所提供的平台能力，开放程度和合作的默契程度。\n透过阿维塔11的发布，我们还是可以看到，宁德时代在造车领域的布局，正在渐渐显示出路径。\n阿维塔并也不是宁德时代伸向造车的唯一触角。\n在增资阿维塔后，宁德时代紧接着投资了哪吒汽车，并且在技术研发和供应链保障上与哪吒合作。\n宁德时代在短短几天里在造车领域接连出手，一个原因就是为了推进CTC技术——一种超越CTP技术的电池集成技术。\nCTC（Cell to Chassis）技术直接将电芯集成在底盘，取消了以前的电池壳体和盖板，与汽车底盘一体化。不但可以提升体积利用率，减少零件数量，同时还能提升生产效率并降低电池制造成本、提升续航。\n对于宁德时代来说，参与造车，无疑是推进CTC技术的前提。\n因为它需要参与到车辆设计阶段，对车辆底盘、车架模型的匹配程度有严格的要求。同时，这对于宁德时代来说，也将是从电池供应商到技术供应商的角色转换的机会，在新车研发中占据重要角色，而不止保障供应链。\n于此同时，宁德时代为了实现原材料成本控制陷入了对上游资源的争夺，以及优质客户们纷纷进军电池研发，都显示出宁德时代未来的业务发展或许正在面临一丝危机，虽然市值万亿，但也愈发凸显宁德时代对业务转型的焦虑，亟需找到新的利润来源。\n阿维塔的诞生，不但是我国造车领域验证一种新的联营形式是否能走通，也是宁德时代对造车的一次探路。","kind":"news","is_publish_news":false,"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":878668087,"gmtCreate":1637190802393,"gmtModify":1637190802393,"author":{"id":"3494982241382562","authorId":"3494982241382562","name":"Melinda2021","avatar":"https://static.tigerbbs.com/07345102e8cbb93bc6ae8747b713983c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3494982241382562","authorIdStr":"3494982241382562"},"htmlText":"谢谢分享","listText":"谢谢分享","text":"谢谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878668087","repostId":1124949863,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":878683433,"gmtCreate":1637189936892,"gmtModify":1637189936996,"author":{"id":"3570833668911971","authorId":"3570833668911971","name":"Tome","avatar":"https://static.tigerbbs.com/d47f140f55f4badb19ca06d16064de5b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3570833668911971","authorIdStr":"3570833668911971"},"htmlText":"赞👍","listText":"赞👍","text":"赞👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878683433","repostId":1124949863,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":878610574,"gmtCreate":1637188794955,"gmtModify":1637188795081,"author":{"id":"3564108727353086","authorId":"3564108727353086","name":"Tummy","avatar":"https://static.tigerbbs.com/2633c0a0e18cf8c352931eb48340a8fe","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3564108727353086","authorIdStr":"3564108727353086"},"htmlText":"赞👍","listText":"赞👍","text":"赞👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878610574","repostId":1124949863,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":878827705,"gmtCreate":1637169618795,"gmtModify":1637169618795,"author":{"id":"50887377119176","authorId":"50887377119176","name":"欲穷千里目","avatar":"https://static.laohu8.com/758b9b8084e47c4174126c3cfadb79af","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":3,"crmLevelSwitch":1,"idStr":"50887377119176","authorIdStr":"50887377119176"},"htmlText":"如果台积电开始设计制造自己的芯片，结果会如何呢？","listText":"如果台积电开始设计制造自己的芯片，结果会如何呢？","text":"如果台积电开始设计制造自己的芯片，结果会如何呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/878827705","repostId":1124949863,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6637632,"gmtCreate":1637284593453,"gmtModify":1637284593453,"authorId":3574762999053161,"author":{"id":3574762999053161,"idStr":"3574762999053161","authorId":3574762999053161,"name":"xyzrb","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":878827705,"type":1,"supId":0,"prevId":0,"content":"那台积电存在价值就没有了，公司完蛋。","text":"那台积电存在价值就没有了，公司完蛋。","html":"那台积电存在价值就没有了，公司完蛋。"},{"id":6631880,"gmtCreate":1637248791229,"gmtModify":1637248858347,"authorId":3480681631334323,"author":{"id":3480681631334323,"idStr":"3480681631334323","authorId":3480681631334323,"name":"储婉菡","avatar":"https://static.tigerbbs.com/0f69fdba20de8242a0be7e3499c19ef2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":878827705,"type":1,"supId":0,"prevId":0,"content":"结果会被反垄断搞死","text":"结果会被反垄断搞死","html":"结果会被反垄断搞死"}],"langContent":"CN"},{"id":878883340,"gmtCreate":1637165403126,"gmtModify":1637165403126,"author":{"id":"4099482010818000","authorId":"4099482010818000","name":"幸福满天飞","avatar":"https://static.tigerbbs.com/fd42d6a7d68497b6805872385c9f897e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4099482010818000","authorIdStr":"4099482010818000"},"htmlText":"谢谢分享","listText":"谢谢分享","text":"谢谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878883340","repostId":1124949863,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":878173561,"gmtCreate":1637162096499,"gmtModify":1637162096499,"author":{"id":"4087263755014960","authorId":"4087263755014960","name":"小虎小虎小小虎","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4087263755014960","authorIdStr":"4087263755014960"},"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878173561","repostId":1124949863,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6617301,"gmtCreate":1637162103967,"gmtModify":1637162104041,"authorId":4087263755014960,"author":{"id":4087263755014960,"idStr":"4087263755014960","authorId":4087263755014960,"name":"小虎小虎小小虎","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":878173561,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":67,"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/1124949863"}