新能源产业链的新格局：万亿“迪王”驾临！

华尔街见闻2022-06-10

作者：周智宇中国新能源产业链第二家万亿公司诞生了。6月10日，比亚迪股价创下历史新高，盘中股价最高350元/股，市值首次突破万亿。这也是继宁德时代去年5月31日突破万亿后，创业板迎来的第二家万亿市值的公司。在此之前，比亚迪已经在全球上市车企中市值排在第三，仅次于特斯拉和丰田集团。短短两年时间，比亚迪股价从50元/股左右一路上涨，至今涨幅7倍。这背后，是中国新能源汽车渗透率不断提升，各地政府、产业和...

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精彩评论

墨羽青
2022-06-11
墨羽青
我真不看好比亚迪
- 凶猛干饭人:
  请晒空单
从前嘴边一颗痣
2022-06-10
从前嘴边一颗痣
他把钱赚了，遗留下来的环保问题谁来出资解决。低碳环保鼓励公共交通，少造汽车，不要只为眼前利益，给子孙留下青山绿水
- 小小小小C:
  [财迷]
- joker88:
  阅
- 海水投资:
  同意
- 每有昵称:
  ，
- 幻太羽:
  ^_^
从前嘴边一颗痣
2022-06-10
从前嘴边一颗痣
我不看好比亚迪

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Research数据显示，4月份全球电动车电池装机量排名中，比亚迪超越松下、LG新能源，仅排在宁德时代之后。就在6月8日，比亚迪集团执行副总裁廉玉波透露，比亚迪将会为特斯拉提供电池产品。这是从去年市场传闻比亚迪要供货电池给特斯拉起，首次有公司高层确认这一消息。宁德时代的崛起，与特斯拉这位第一大客户销量猛增密切相关。松下、LG新能源等这些曾问鼎过全球动力电池榜首的电池厂商，也都是先拿到了特斯拉大额订单后，逐步被市场认可，从市场的厮杀中脱颖而出。如果接下来比亚迪顺利打入特斯拉的电池供应体系，其也将成为特斯拉中国市场第二家、全球第四家电池供应商。这也是比亚迪在电动化领域技术打通的一个例证。有了特斯拉的品牌背书，其他新能源车企的相应合作也会更顺利。这在很多车企正在寻求二供、三供的当下，是个先发优势。根据各家电池厂商的规划，至2025年，宁德时代产能将达到670GWh,比亚迪和蜂巢能源的也能达到600GWh,中创新航的产能目标则是500GWh。在动力电池领域，一场诸侯争霸的激烈赛事也才刚刚启幕。不过新能源车渗透率的故事终会迎来结局，动力电池产能也将摆脱短缺的困境。智能化，将会是规模之后的一个全新的故事。新能源车能否真的像业内预期的那样，成为手机之后的“下一代智能终端”，是行业下半场最具看点的一环。对此王传福信心十足。他表示，新能源汽车的上半场是电动化，下半场是智能化。比亚迪在智能化领域，也会像在电动化领域一样，将所有核心技术打通，进行充分验证。15年前，王传福立下汽车工业“世界第一”的志向时，没人能预料他会走多远。如今的万亿市值，则是投资者对其投下的信任票，认为比亚迪能够在快速的行业变局里走向更远。愿“迪王”不负时代。","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":680862861,"gmtCreate":1654877568757,"gmtModify":1704860782822,"author":{"id":"3503807696202527","authorId":"3503807696202527","name":"墨羽青","avatar":"https://static.tigerbbs.com/a38b7d91aeed11742efd0fafb44a9b6d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3503807696202527","authorIdStr":"3503807696202527"},"htmlText":"我真不看好比亚迪","listText":"我真不看好比亚迪","text":"我真不看好比亚迪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/680862861","repostId":1152649017,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7468575,"gmtCreate":1654900174640,"gmtModify":1654900175573,"authorId":3538654938521252,"author":{"id":3538654938521252,"idStr":"3538654938521252","authorId":3538654938521252,"name":"凶猛干饭人","avatar":"https://static.tigerbbs.com/d9c8ef94e20b55eba0b7bf609578a0e0","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":680862861,"type":1,"supId":0,"prevId":0,"content":"请晒空单","text":"请晒空单","html":"请晒空单"}],"langContent":"CN"},{"id":680880334,"gmtCreate":1654871368930,"gmtModify":1704860754743,"author":{"id":"3577227840642794","authorId":"3577227840642794","name":"从前嘴边一颗痣","avatar":"https://static.tigerbbs.com/263c6c73086a06e7525c217d9e104c76","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3577227840642794","authorIdStr":"3577227840642794"},"htmlText":"他把钱赚了，遗留下来的环保问题谁来出资解决。低碳环保鼓励公共交通，少造汽车，不要只为眼前利益，给子孙留下青山绿水","listText":"他把钱赚了，遗留下来的环保问题谁来出资解决。低碳环保鼓励公共交通，少造汽车，不要只为眼前利益，给子孙留下青山绿水","text":"他把钱赚了，遗留下来的环保问题谁来出资解决。低碳环保鼓励公共交通，少造汽车，不要只为眼前利益，给子孙留下青山绿水","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/680880334","repostId":1152649017,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7468179,"gmtCreate":1654873549500,"gmtModify":1654873550197,"authorId":3501106545228696,"author":{"id":3501106545228696,"idStr":"3501106545228696","authorId":3501106545228696,"name":"小小小小C","avatar":"https://static.tigerbbs.com/709cd7e5f945ef682395bdc6a2c8a147","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":680880334,"type":1,"supId":0,"prevId":0,"content":"[财迷]","text":"[财迷]","html":"[财迷]"},{"id":7468159,"gmtCreate":1654873025129,"gmtModify":1654873026049,"authorId":3559981607411839,"author":{"id":3559981607411839,"idStr":"3559981607411839","authorId":3559981607411839,"name":"joker88","avatar":"https://static.tigerbbs.com/6fbed206abd86adb02b5dd8ed8527d65","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.17","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":680880334,"type":1,"supId":0,"prevId":0,"content":"阅","text":"阅","html":"阅"},{"id":7468127,"gmtCreate":1654872267240,"gmtModify":1654872662700,"authorId":3516794289117485,"author":{"id":3516794289117485,"idStr":"3516794289117485","authorId":3516794289117485,"name":"海水投资","avatar":"https://static.tigerbbs.com/45cd4e1900b65eccd6a9ef5ca0ed1807","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8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