特斯拉4680电池进展：三个月生产5000万颗

芝能汽车09-20

芝能汽车出品2024年9月15日，特斯拉宣布其第1亿颗4680电池正式下线，再次引发了电动汽车行业的广泛关注。尤其值得一提的是，从第5000万颗电池下线到第1亿颗仅用了短短三个月的时间，特斯拉在4680电池规模化生产和制造工艺优化方面有很大的进展。事实上，2024年下半年随着松下和LGES在4680电池领域的技术进步，4680的电池进展是很不错。Part 1特斯拉4680电池的情况特斯拉首席执行官...

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1特斯拉4680电池的情况特斯拉首席执行官埃隆·马斯克对其电池团队取得的成绩表示了祝贺，在德州超级工厂实现了4680电池的规模化生产外，特斯拉还在内华达州的工厂进行扩建，计划将4680电池的年产能提升至100GWh，以此进一步巩固其在电动汽车电池领域的领先地位。目前的生产情况，相当于7.44万台车，对应的生产效率覆盖13.45万台。9GWh的产量，年化16.3GWh的4680的电池。4680电池是特斯拉开创的技术路线，采用了全极耳设计与干电极技术的结合，从而在电池性能、制造成本以及生产效率等方面实现了全面提升。特斯拉通过减少电池单元的数量，简化了焊接与连接部件，有效减轻了电池组的重量并降低了成本，改进不仅让车辆更加轻盈，也为整车性能的提升奠定了坚实的基础。在电池结构方面，4680电池的无极耳设计及先进的激光焊接工艺提高了生产的复杂性，对生产设备的精度与效率提出了更高要求。生产过程中仍存在技术难题，但由于其结构创新与材料改进带来的高效生产、高性能及低成本优势，大圆柱电池是新出来的一种路线。特斯拉在4680电池的技术升级过程中，不断提高正极材料中的镍含量，从最初的5系逐步演进到8系，并达到了最新的9系配方。最新发布的第二代4680电池，采用了NCM955的9系高镍配方，能量密度预计可达252Wh/kg。提高了电池的能量密度，增强了电池的续航能力，带来了安全性方面的挑战（镍含量的增加，电池稳定性降低）。二代4680电池的内阻已从一代的3.0毫欧降至约2.3毫欧，快充能力有望得到显著增强。特斯拉正在探索在干法负极材料中引入纳米硅颗粒，并通过进一步减薄正负极厚度来提升电池的整体性能。在正极材料方面，随着镍含量的增加，特斯拉有望进一步提高电池的能量密度，同时维持较低的生产成本，将使4680电池在未来的电动汽车中发挥更大的作用。Part 2全球竞争格局下的4680电池阵营随着4680电池的量产提速，特斯拉的大圆柱电池技术路线逐渐形成了一条强大的产业链。松下、LGES等全球领先的电池制造商相继宣布将开始量产4680电池。●松下在日本和歌山的工厂将成为全球4680电池的主要生产基地，计划在2025年前实现大规模生产。位于日本和歌山的工厂完成了4680电池的量产准备工作，预计将在全球推广这一生产模式。●LG能源解决方案则计划在韩国梧井工厂于2024年底或2025年初启动4680电池的大规模生产，并有望成为特斯拉的供应商之一。初期年产能为8GWh，足以为11万辆电动汽车提供电池。LG已经完成了生产线的准备工作，并积极与客户协商推进量产计划。当然2025年是宝马新一代电动汽车量产的时间节点，到时候46系列的电池的应用规模还会进一步扩大。小结特斯拉4680电池的成功量产及其不断优化的技术路径，我们会持续跟踪。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Product Release,Business Data","news_rank":0,"symbols":[],"gpt_button":0},"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; 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