亿纬锂能刘金成：动力电池行业内卷没前途，谁卷得过比亚迪和宁德时代？

睿见Economy03-17

专题：中国电动汽车百人会论坛2024 　　中国电动汽车百人会论坛2024于3月15日-17日在北京举行。惠州亿纬锂能股份有限公司董事长刘金成出席并演讲。　　刘金成指出，动力电池领域中，两强格局非常显著（宁德时代、比亚迪），除了市场份额以外，更重要的是他们赚钱了。“其他兄弟们各有各的优势，目前也各有各的难处”。　　他认为，动力电池行业已经进入到理性、良性发展的新阶段。内卷实际上是没有前途的。“...

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Who can win the BYD and Ningde era?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"300014":1,"300750":1,"00285":1,"01211":1,"06969":1,"002594":1,"JKS":1,"BYDDY":0.6,"EVS.SI":0.6},"content_text":"专题：中国电动汽车百人会论坛2024\n\n　　中国电动汽车百人会论坛2024于3月15日-17日在北京举行。惠州亿纬锂能股份有限公司董事长刘金成出席并演讲。\n　　刘金成指出，动力电池领域中，两强格局非常显著（宁德时代、比亚迪），除了市场份额以外，更重要的是他们赚钱了。“其他兄弟们各有各的优势，目前也各有各的难处”。\n　　他认为，动力电池行业已经进入到理性、良性发展的新阶段。内卷实际上是没有前途的。“我不太爱说卷这个词，卷很流行，我们这个行业的特征是你想卷，但是你没有资格，你卷不到。前面两个老大，谁卷得到比亚迪，谁卷得到宁德时代，你怎么卷？”\n　　“在这样的背景之下，我觉得应该回归到这个行业最本质的、最基本的能力，就是要去提高技术和质量水平”，他强调。\n　　“全球动力电池前十个企业里面，有六家中国企业，但是中国企业中有代表性的依然是两个老大，其它的后面的百分之几的未来能不能在，其实有不确定性。我们说卷就是杀价格战，杀价格战是没有前途的”，他直言。\n　　刘金成强调，要重视技术迭代，这是最关键的。此外，要扎扎实实做好基本功。“我们兄弟们要脑子清楚地想这个事，卷没有前途”。\n　　“我做电池有几十年的历史里面，做两亿的销售额也可以赚钱，但是有企业做了几十亿的销售额还不赚钱，这一定是存在内在能力问题的”，他说，亿纬锂能坚持做好自己的研发，坚持多种技术路线并举，避免战略误判。\n　　“电池行业，特别是动力电池行业不再是一个小买卖，都是重资产投资，动辄上百亿、几百亿的投资，如果战略误判踩错了技术方向，你再掉头调整难度是很大的”，他强调。\n　　谈及自己的企业，刘金成说，锂金属电池是亿纬锂能的本钱，“我们一直是全球用金属锂最大的公司，锂金属电池我们当仁不让，电池已经做到450Wh/kg的能量密度，循环寿命800多次，已经在一些特殊的应用场景应用，我们觉得是非常有应用前景的应用市场”。\n　　“今年是亿纬锂能的产品质量年，希望今年交付的电池质量是高水平的，我们不去讲其它的花样，我本人的工作全部集中在质量有关的方面，细节价值不多去阐述”，他说。\n　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：梁斌 SF055","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"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":"4.22.4","shortVersion":"4.22.4","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/2420174261"}