迪时代，到了

BYD股东大会速递（节选）

2、谈与华为等合作：核心技术要自己掌握，但也保持开放。

3、谈竞争：快鱼吃慢鱼，公司把电动车替代燃油车视为一场革命一场战争，看到市场瞬息万变，强调满足消费者需求，突出迅速决策能力，管理层亲临现场，全力迎战，快速决策。电动化竞争拼综合实力：谁的资源多，供应链安全，谁的产品更加满足需求。

7、谈固态电池技术：600公里以后，很多对里程的需求下降，对价格对安全的需求在上升。公司做电池起家，技术都有储备。

9、订单情况：目前未交付订单60万辆，交期5-6个月。$比亚迪(002594)$$比亚迪股份(01211)$

官宣外供特斯拉

个人觉得，意义非凡，这不是计算外供多少gwh的电池的问题。两家联起手来，合力屠杀燃油车，而不是内斗。行业老大有这样的大格局，电动车对燃油车的革命必然是爆裂的。

而反观电池制造环节：LG起诉SK。中国某厂起诉友商专利侵权，试图延缓其IPO；甚至还TM起诉离职员工；

不出意外，BYD万亿的小目标即将达成，但希望我们不要因为走的太快，忘了为什么出发：

晒晒我的复盘笔记

交易复盘是每个投资者的必修课，分享复盘笔记，可以帮助我们更好的修正自己的交易行为。小虎君想邀请广大虎友阶段性的复盘自己的交易，总结自己的交易得失。欢迎大家积极参与！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

揭人不揭短
2022-06-09
揭人不揭短
官宣外供特斯拉，特斯拉那边表态没有？
- 时代资本:
  特斯拉今日回应：没有听说这个消息。
小时候可帅了00
2022-06-09
小时候可帅了00
看上了这个股票，有没有比较好的操作意见?
福斯特09
2022-06-09
福斯特09
文字不多，但是句句都是干货，很喜欢这样的文字
灌饼高手00
2022-06-09
灌饼高手00
怎么说呢，刀片电池跟磷酸铁锂竞争还是有点压力的
尔维斯肌肤
2022-06-09
尔维斯肌肤
里程焦虑还是会存在的，600可以不用但是不能没有
弹力绳22
2022-06-09
弹力绳22
BYD万亿的小目标即将达成，超越宁德时代能不能?

发表看法

16

3

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