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这篇文章不错,转发给大家看看
@王新喜:特斯拉成本再降54%:国产电车压力大,还是油车更难?
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4680电池有何特别之处?这种电池相比上一代的2170电池,能量密度提升了5倍,续航里程提升了16%,输出功率提升了6倍,并且成本降低了14%。 而根据去年3季度马斯克的说法是,特斯拉汽车使用4680电池后,再结合材料与车辆设计的改进,生产成本最高可降低54%。 特斯拉降价的背后,表面是市场份额的抢食,但背后是电动汽车的成本之战打响了。2023年,能不能把成本降下来,把价格打下来,可能是新能源市场竞争中非常关键的一环。 国产电车压力大了 特斯拉把车价降下来,现在特斯拉销量暴增,国产车已经受到影响,传闻比亚迪销量在下滑。 当前国产车主流阵营还在涨价,问界与小鹏已经跟进降价。对于国产车而言,当前陷入两难。不跟没销量,跟了没利润,总的就是,特斯拉这条鲶鱼搅的大家日子都不好过了。 那么对国产新能源来说,当前其实要打赢这场仗,可能要有三个前提,其一是,国产车也把生产成本降下来,只有这样才能形成良性竞争,这是与特斯拉竞争的关键。 其二,特斯拉成本一降再降,影响汽车质量与品质,如果未来再出安全事故问题,可能又一次让消费者转入国产新能源阵营。 其三,国产车阵营通过创新力的产品扳回一局,让消费者无视特斯拉价格优势。 从目前来看,国产车可能更多需要思考如何跟上特斯拉降低生产成本的节奏。特斯拉规模大,成本控制能力又极强,","text":"特斯拉降价后,各种数据显示,价格战对市场的搅动作用是巨大了,特斯拉7天就卖了近9万辆车。部分门店订单数环比增幅达500%,多位消费者退订比亚迪转购特斯拉,但这还没完了,因为特斯拉降价空间依然还存在。 近日,特斯拉在社交平台表示:4680大型圆柱电池的量产,取得了重大突破,上周加州弗里蒙特工厂生产了86.8万颗大圆柱形锂离子电池电芯,能够支持1000辆Model Y装车。接下来可能会迎来批量化生产装机。 而这个产量距离德国柏林工厂与加州工厂的周均3000辆生产需求已经相当接近了。 4680电池有何特别之处?这种电池相比上一代的2170电池,能量密度提升了5倍,续航里程提升了16%,输出功率提升了6倍,并且成本降低了14%。 而根据去年3季度马斯克的说法是,特斯拉汽车使用4680电池后,再结合材料与车辆设计的改进,生产成本最高可降低54%。 特斯拉降价的背后,表面是市场份额的抢食,但背后是电动汽车的成本之战打响了。2023年,能不能把成本降下来,把价格打下来,可能是新能源市场竞争中非常关键的一环。 国产电车压力大了 特斯拉把车价降下来,现在特斯拉销量暴增,国产车已经受到影响,传闻比亚迪销量在下滑。 当前国产车主流阵营还在涨价,问界与小鹏已经跟进降价。对于国产车而言,当前陷入两难。不跟没销量,跟了没利润,总的就是,特斯拉这条鲶鱼搅的大家日子都不好过了。 那么对国产新能源来说,当前其实要打赢这场仗,可能要有三个前提,其一是,国产车也把生产成本降下来,只有这样才能形成良性竞争,这是与特斯拉竞争的关键。 其二,特斯拉成本一降再降,影响汽车质量与品质,如果未来再出安全事故问题,可能又一次让消费者转入国产新能源阵营。 其三,国产车阵营通过创新力的产品扳回一局,让消费者无视特斯拉价格优势。 从目前来看,国产车可能更多需要思考如何跟上特斯拉降低生产成本的节奏。特斯拉规模大,成本控制能力又极强,","images":[{"img":"https://static.tigerbbs.com/7fc9a4679700e55c695dd6d428fabf6e","width":"632","height":"474"},{"img":"https://static.tigerbbs.com/b28a1d3cbbff4b0dacd36de056fe7a10","width":"632","height":"355"},{"img":"https://static.tigerbbs.com/596e41c56cc9a36cb11e28d6d9d43115","width":"632","height":"422"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626599766","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626898512,"gmtCreate":1673997613636,"gmtModify":1673997615285,"author":{"id":"3534393872890902","authorId":"3534393872890902","name":"豆腐果","avatar":"https://static.tigerbbs.com/e6c90e609bf51d998edc96491cc671f9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534393872890902","authorIdStr":"3534393872890902"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626898512","isVote":1,"tweetType":1,"viewCount":1365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626374657,"gmtCreate":1673874802579,"gmtModify":1673874804175,"author":{"id":"3534393872890902","authorId":"3534393872890902","name":"豆腐果","avatar":"https://static.tigerbbs.com/e6c90e609bf51d998edc96491cc671f9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534393872890902","authorIdStr":"3534393872890902"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626374657","isVote":1,"tweetType":1,"viewCount":1227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626971705,"gmtCreate":1673713288007,"gmtModify":1673713289585,"author":{"id":"3534393872890902","authorId":"3534393872890902","name":"豆腐果","avatar":"https://static.tigerbbs.com/e6c90e609bf51d998edc96491cc671f9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534393872890902","authorIdStr":"3534393872890902"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626971705","isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626973932,"gmtCreate":1673708464726,"gmtModify":1673708466502,"author":{"id":"3534393872890902","authorId":"3534393872890902","name":"豆腐果","avatar":"https://static.tigerbbs.com/e6c90e609bf51d998edc96491cc671f9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534393872890902","authorIdStr":"3534393872890902"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626973932","isVote":1,"tweetType":1,"viewCount":1522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626936241,"gmtCreate":1673617211683,"gmtModify":1673617213434,"author":{"id":"3534393872890902","authorId":"3534393872890902","name":"豆腐果","avatar":"https://static.tigerbbs.com/e6c90e609bf51d998edc96491cc671f9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534393872890902","authorIdStr":"3534393872890902"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626936241","isVote":1,"tweetType":1,"viewCount":1065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626097807,"gmtCreate":1673534904709,"gmtModify":1673534906777,"author":{"id":"3534393872890902","authorId":"3534393872890902","name":"豆腐果","avatar":"https://static.tigerbbs.com/e6c90e609bf51d998edc96491cc671f9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534393872890902","authorIdStr":"3534393872890902"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626097807","isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628578666,"gmtCreate":1673369130456,"gmtModify":1673369132168,"author":{"id":"3534393872890902","authorId":"3534393872890902","name":"豆腐果","avatar":"https://stat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