“他都不知道怎么制造电池”：中国宁德时代首席执行官抨击埃隆・马斯克

汽车产业前线观察11-19 00:01

宁德时代是全球最大的电池制造商。其创始人兼董事长曾毓群在多个问题上与马斯克意见相左。宁德时代是全球最大的电池制造商，其创始人兼首席执行官曾毓群抨击了特斯拉首席执行官埃隆・马斯克押注 4680 型圆柱电池的做法。宁德时代为特斯拉上海超级工厂供应电池，并且专长于磷酸铁锂（LFP）电池。早在 2020 年，特斯拉就下了一个大赌注，当时它宣布正在研发一种新的电池电芯规格。也就是众所周知的 4680 电池，...

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Model 3 中的 2170 型以及 Model S 和 Model X 中的 1865 型电芯具有更高的能量密度，而且据说它的制造成本更低，组装也更容易。最近，特斯拉宣布其已生产出第 1 亿颗 4680 电池。这是一项重大成就，表明该公司已成功大幅提高了这种专有电池的产量，达到了平均每天生产 495,000 颗电池的制造速度。这足以满足 368 辆赛博卡车的需求。然而，CATL认为，走圆柱电池这条路是一条死胡同。宁德时代的创始人兼董事长曾毓群当面把这一想法告诉了特斯拉首席执行官埃隆・马斯克，对方却未作回应。曾毓群在接受路透社采访时表示，他已经告诉特斯拉的这位负责人，他押注 4680 圆柱电池 “将会失败，永远不会成功”。曾毓群说：“我们进行了一场非常激烈的辩论，我还给他指出来了。他没说话。他都不知道怎么制造电池。这关乎电化学。他擅长芯片、软件、硬件、机械方面的东西。”但还不止这些。曾毓群还对马斯克为即将推出的产品设定不切实际的时间表这一倾向发表了一些看法。曾毓群说：“他的问题在于过度承诺。我和他谈过。也许某件事需要五年时间，但他说两年。我明确问过他为什么，他告诉我他想鞭策大家。”马斯克一直在宣扬这样一种说法：特斯拉汽车大约在十年内就能实现自动驾驶。这一承诺在赛博出租车（Cybercab）无人驾驶概念车的发布上达到了顶峰，据称该车将于 2026 年上市销售，且没有方向盘或踏板。曾毓群在接受路透社采访时表示：“他自己可能也认为这件事需要五年时间，但如果你相信了他说的两年，那你可就麻烦大了。不过大方向是对的。”据路透社报道，曾毓群于今年 4 月在北京与马斯克会面，两人经常就各种话题进行交流。在此说明一下，宁德时代是特斯拉上海工厂的主要供应商，该工厂为本地及国际市场组装 Model 3 和 Model Y 电动汽车。特斯拉还为其即将在内华达州建成的电池制造工厂获得了宁德时代的技术授权，该工厂预计明年投入运营。特斯拉的 4680 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