特斯拉的未来是能源帝国
取个名字很费劲
2019-04-25
$特斯拉(TSLA)$ @九格 我一直在想如果特斯拉的充电网络扩大100倍,干嘛要卖车,干嘛要搞自动驾驶,这些竞争都太激烈了,胜出也是惨胜。这个庞大的网络配上太阳能和储能,不仅仅可以开放给所有电动车充电,还可以向电网供电,重塑能源格局,做一个世界级的能源提供者,做垄断生意。现在尽力推广电动车,扩张网络。可是马斯克曾经说过不指望充电网络盈利,我感觉这浪费了这么领先的技术和部署上的先发优势,我想的可能太肤浅了。
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九格
2019-04-25
九格
充电桩没有什么护城河吧,更激烈
取个名字很费劲
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九格
:
未来的事情不是靠补贴,靠的是太阳能加储能形成的单位电价的成本优势,没准能做到一毛钱一度电的成本
九格
回复
取个名字很费劲
:
我去查了一下,技术上允许车厂封锁,但政策不允许。
不过问题来了,政策上也不给特斯拉超充补贴,所以它开放了赔钱,以上。
取个名字很费劲
回复
九格
:
我说的太阳能加储能综合来看,太阳能没什么门槛,但是规模大就能建立成本优势。能源的关键是成本。充电是有国家标准的,不存在车场不让车在其他地方冲的问题,只存在桩是私有不让用的可能。充电桩只是小菜,没人充电就并网发电,所以一举两得,还能帮助平衡电网的波峰波谷
九格
回复
取个名字很费劲
:
至于充电桩本身,举例来说,蔚来就是不肯让自己的车用特斯拉充电,特斯拉能怎么办?
没有自己的车,充电桩就是无根之木
九格
回复
取个名字很费劲
:
太阳能哪方面都谈不上领先[呆住]
我觉得这业务就是个坑,Musk强行逼着二儿子救三儿子罢了
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爱发红包的虎妞
2019-04-29
爱发红包的虎妞
您好,第一次加精华有小奖励,请加虎妞微信tigerbrokers
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