拟采用比亚迪电池，蔚来和小米汽车开拓多点供应商

36氪2022-03-25

作者：李勤36氪从多位知情人士处获悉，比亚迪旗下的动力电池业务弗迪电池，正在新造车阵营积极开拓市场，其中就包括蔚来和小米汽车。“蔚来和弗迪电池的定点合作在春节前已经敲定，采用比亚迪的磷酸铁锂电池。”消息人士告诉36氪。有知情人士透露，在去年下半年，多位蔚来电池人士曾频繁出入比亚迪的深圳坪山总部。在汽车行业，车企向供应商发出定点信，即表达明确的合作意向，此后开始对产品进行一系列验证测试，如无重大变故...

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

vanhan
2022-03-25
vanhan
阅
超级主力
2022-03-25
超级主力
小米破车出来了？
- niubikele:
  不说原型车q3就来了么
合一思行
2022-03-25
合一思行
小米不是跟投丰巢能源了
路者
2022-03-25
路者
好
昨夜梦见你
2022-03-25
昨夜梦见你
强强联合

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1175843897?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/45e5e005a453a59287c71f4cbf428610","is_english":false,"pubTime":"2022-03-25 12:07","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1175843897","market":"hk","top_or_hot":-1,"title":"拟采用比亚迪电池，蔚来和小米汽车开拓多点供应商","media":"36氪","content":"<div>\n<p>作者：李勤36氪从多位知情人士处获悉，比亚迪旗下的动力电池业务弗迪电池，正在新造车阵营积极开拓市场，其中就包括蔚来和小米汽车。“蔚来和弗迪电池的定点合作在春节前已经敲定，采用比亚迪的磷酸铁锂电池。”消息人士告诉36氪。有知情人士透露，在去年下半年，多位蔚来电池人士曾频繁出入比亚迪的深圳坪山总部。在汽车行业，车企向供应商发出定点信，即表达明确的合作意向，此后开始对产品进行一系列验证测试，如无重大变故...</p>\n\n<a href=\"https://36kr.com/p/1668392712904457\">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>拟采用比亚迪电池，蔚来和小米汽车开拓多点供应商</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拟采用比亚迪电池，蔚来和小米汽车开拓多点供应商\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 12:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1668392712904457><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：李勤36氪从多位知情人士处获悉，比亚迪旗下的动力电池业务弗迪电池，正在新造车阵营积极开拓市场，其中就包括蔚来和小米汽车。“蔚来和弗迪电池的定点合作在春节前已经敲定，采用比亚迪的磷酸铁锂电池。”消息人士告诉36氪。有知情人士透露，在去年下半年，多位蔚来电池人士曾频繁出入比亚迪的深圳坪山总部。在汽车行业，车企向供应商发出定点信，即表达明确的合作意向，此后开始对产品进行一系列验证测试，如无重大变故...</p>\n\n<a href=\"https://36kr.com/p/1668392712904457\">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":"00285","symbol_name":"比亚迪电子","start_time":0,"source_url":"https://36kr.com/p/1668392712904457","article_id":"1175843897","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/45e5e005a453a59287c71f4cbf428610"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1175843897","pubTimestamp":1648181259,"sourceInfo":{"source_id":"36k","name":"36氪"},"weMediaInfo":null,"summary":"蔚来和弗迪电池的定点合作在春节前已经敲定，采用比亚迪的磷酸铁锂电池。","collect":0,"end_time":0,"defaultTopTitle":"36kr.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"00285":"比亚迪电子","002594":"比亚迪","01211":"比亚迪股份"},"translate_title":"It is planned to use BYD Battery, Weilai and Xiaomi Automobile to develop multi-point suppliers","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/cc7cf4deb5a0b49512293f58d0f93135","symbols_score_info":{"002594":0.9,"00285":0.9,"01211":0.9},"content_text":"作者：李勤36氪从多位知情人士处获悉，比亚迪旗下的动力电池业务弗迪电池，正在新造车阵营积极开拓市场，其中就包括蔚来和小米汽车。“蔚来和弗迪电池的定点合作在春节前已经敲定，采用比亚迪的磷酸铁锂电池。”消息人士告诉36氪。有知情人士透露，在去年下半年，多位蔚来电池人士曾频繁出入比亚迪的深圳坪山总部。在汽车行业，车企向供应商发出定点信，即表达明确的合作意向，此后开始对产品进行一系列验证测试，如无重大变故，即进行批量采购。本月早些时候，社交媒体上流传出蔚来CEO李斌陪同比亚迪董事长王传福参观蔚来合肥工厂的照片。关于双方的合作何时揭晓，有接近蔚来高层的行业人士告诉36氪：合作形式比较新，可以等等看。与蔚来几乎同时期，另一家明星造车公司小米汽车也和弗迪电池签订了定点合作协议。36氪获悉，小米汽车首款车规划了高低两个配置，低配车型采用400V电压平台，计划使用比亚迪刀片电池，高配车型采用800V电压平台， “大概率使用宁德时代的产品，但合作细节还没有敲定。”消息人士告诉36氪，比亚迪为了拿下这些明星造车项目合作，在商务条款上，给出了不少优惠。针对上述消息，蔚来向36氪回复：暂无可披露的信息。比亚迪和小米的说法类似：尚没有官方信息可以提供。蔚来销量在一路走高，电池需求量相应加大，尤其是为扩大市场份额，蔚来正向不同的价格区间拓展。36氪此前曾独家报道，蔚来为向下攫取更大市场，计划推出一个新的汽车品牌，该品牌内部代号为“ALPS（阿尔卑斯）”，车型售价在15万元到30万元之间。此前，蔚来的动力电池由宁德时代独家供应，但蔚来掌舵人李斌曾公开表示，电池已经成为限制产能的一个因素。而寻求更多供应方，加大产能保障，成为行业通行做法。小鹏汽车已经在实践这一策略，其同时合作了宁德时代、亿纬锂能、中创新航、欣旺达等动力电池公司，而据36氪了解，小鹏汽车和蜂巢能源也有定点项目在推进当中。动力电池是新能源汽车产业中迅速成型的一块市场，龙头公司宁德时代早期凭借三元和高能量密度路线快速崛起，如今装机量盘踞全球首名，市值超过万亿规模。而随着新能源汽车市场趋于明朗，需求飞涨，比亚迪弗迪电池、中创新航、国轩高科、蜂巢能源等动力电池公司，也在加速布局、拓展市场。2020年3月，比亚迪宣布，动力电池业务独立为弗迪电池公司，加快对外销售。比亚迪电池此前的技术积累是磷酸铁锂电池，而新能源车主流市场对磷酸铁锂电池的接纳，成为比亚迪们的机会。磷酸铁锂电池以成本低和安全性著称，但低温表现和能量密度欠佳，如今电池公司通过一系列结构设计，逐步改善了磷酸铁锂电池性能。例如，2020年，比亚迪推出刀片电池，通过结构改良，电池系统能量密度可达到140Wh/kg，可比肩三元锂电池。据36氪了解，比亚迪刀片二代电池还将对能量密度和快充能力做进一步改善。随着小米、百度、华为等科技巨头进场，传统车企转身，新能源汽车市场竞争日益加剧，这会投射在产品、价格、产能等方方面面，而这些都会向后传导给供应链，并推动动力电池市场格局快速演变。","kind":null,"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":637498715,"gmtCreate":1648188115034,"gmtModify":1648188115034,"author":{"id":"3567765491811758","authorId":"3567765491811758","name":"vanhan","avatar":"https://static.tigerbbs.com/84ecd75caad1237e6b3e86c83ef1720f","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":5,"crmLevelSwitch":0,"idStr":"3567765491811758","authorIdStr":"3567765491811758"},"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637498715","repostId":1175843897,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":637406968,"gmtCreate":1648185170476,"gmtModify":1648185170476,"author":{"id":"307941910291466","authorId":"307941910291466","name":"超级主力","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"307941910291466","authorIdStr":"307941910291466"},"htmlText":"小米破车出来了？","listText":"小米破车出来了？","text":"小米破车出来了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/637406968","repostId":1175843897,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7315506,"gmtCreate":1648186432805,"gmtModify":1648186432805,"authorId":3492670886328492,"author":{"id":3492670886328492,"idStr":"3492670886328492","authorId":3492670886328492,"name":"niubikele","avatar":"https://static.tigerbbs.com/dd736aeb5a5b7663de30873c38e87758","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.77%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":637406968,"type":1,"supId":0,"prevId":0,"content":"不说原型车q3就来了么","text":"不说原型车q3就来了么","html":"不说原型车q3就来了么"}],"langContent":"CN"},{"id":637400820,"gmtCreate":1648182796708,"gmtModify":1648182796708,"author":{"id":"3495097882577264","authorId":"3495097882577264","name":"合一思行","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3495097882577264","authorIdStr":"3495097882577264"},"htmlText":"小米不是跟投丰巢能源了","listText":"小米不是跟投丰巢能源了","text":"小米不是跟投丰巢能源了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637400820","repostId":1175843897,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":637400996,"gmtCreate":1648182659675,"gmtModify":1648182659675,"author":{"id":"3578106025330153","authorId":"3578106025330153","name":"路者","avatar":"https://static.tigerbbs.com/3e81721e3270680c258be99b87685409","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3578106025330153","authorIdStr":"3578106025330153"},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637400996","repostId":1175843897,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":637577047,"gmtCreate":1648182238831,"gmtModify":1648182238831,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"htmlText":"强强联合","listText":"强强联合","text":"强强联合","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637577047","repostId":1175843897,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":4,"commentSize":5,"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":"4.29.2","shortVersion":"4.29.2","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/1175843897"}