玩家1号
2020-09-22
$特斯拉(TSLA)$
所谓的加大从电池供应商采购,2020才会大规模量产都是说给电池供应商听的。意思是说我明天要发大招了,你们不要怕,我不会抛弃你们的,其实就是安抚一下供应商们,然后自己开足马力,准备**他们!
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玩家1号
2020-09-22
玩家1号
马斯卡特别说了:我做电池是因为就算电池电池供应商以最大的发展速度也无法在两年后达到我的需求,所以我是被迫自己生产满足自己,你们不要害怕,我不是为了颠覆你们,我们还是好伙伴。其实两年后特斯拉电池成本在市场上已经无敌了,也可以自足了,还会管电池商的死活。意思很明了:两年后全部碾压电动车上下游产业,唯我独尊!
玩家1号
2020-09-22
玩家1号
因为明天的电池日技术太震撼了,怕现在的电池供应商受不了,所以安抚一下。终极目标肯定是电池完全自足,但是现在还是要依赖别人,连哄带骗,安慰一下,否则松下LG宁德市代就不好好干活了。
xway
2020-09-22
xway
对 太阴险了 不过其它电池厂商不傻 应该早就预料到了。不过也没办法 短期还是的合作 对宁德时代这些应该才是长期利空 还有蔚来的换电模式也逐步利空。
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