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Hustle4life
2020-09-22
我提前给BYD鞠躬
令马斯克疯狂的电池日，神秘方案提前曝光
Hustle4life
2020-09-24
建议马斯克火线入党
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type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉起诉特朗普政府，要求停止对华关税\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-09-23 23:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月23日讯，据媒体报道，美国电动汽车制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>周一在美国纽约的国际贸易法院，对美国特朗普当局提起诉讼，以阻止后者对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>从中国进口的物品征收新的关税。特斯拉希望法庭能够裁定特朗普当局的做法非法，并让其退还特斯拉已经支付的款项，包括利息。</p><p>2019年初，特斯拉还曾要求特朗普政府豁免于上一年8月份加征在其中国产车载电脑“大脑”（brain）上的25%关税，称该关税加征威胁到了公司的利益。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/894b094eb32ac5072648613b2fa7f36e","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173038584","content_text":"9月23日讯，据媒体报道，美国电动汽车制造商特斯拉周一在美国纽约的国际贸易法院，对美国特朗普当局提起诉讼，以阻止后者对特斯拉从中国进口的物品征收新的关税。特斯拉希望法庭能够裁定特朗普当局的做法非法，并让其退还特斯拉已经支付的款项，包括利息。2019年初，特斯拉还曾要求特朗普政府豁免于上一年8月份加征在其中国产车载电脑“大脑”（brain）上的25%关税，称该关税加征威胁到了公司的利益。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975580655,"gmtCreate":1600757764077,"gmtModify":1703822355329,"author":{"id":"3547717054797678","authorId":"3547717054797678","name":"Hustle4life","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我提前给BYD鞠躬","listText":"我提前给BYD鞠躬","text":"我提前给BYD鞠躬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/975580655","repostId":"1116201771","repostType":4,"isVote":1,"tweetType":1,"viewCount":1956,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":975580655,"gmtCreate":1600757764077,"gmtModify":1703822355329,"author":{"id":"3547717054797678","authorId":"3547717054797678","name":"Hustle4life","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我提前给BYD鞠躬","listText":"我提前给BYD鞠躬","text":"我提前给BYD鞠躬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/975580655","repostId":"1116201771","repostType":4,"repost":{"id":"1116201771","pubTimestamp":1600742966,"share":"https://www.laohu8.com/m/news/1116201771?lang=&edition=full","pubTime":"2020-09-22 10:49","market":"us","language":"zh","title":"令马斯克疯狂的电池日，神秘方案提前曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=1116201771","media":"脱水研报","summary":"北京时间9月23日凌晨，是特斯拉的电池日，作为新能源汽车的“网红公司”，老板马斯克称，电池日将会十分疯狂，吸引了全市场的关注。今天我们根据已经透露出来的细节，梳理一下潜在的受益链条。总的来说，特斯拉电","content":"<p>北京时间9月23日凌晨，是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的电池日，作为新能源汽车的“网红公司”，老板马斯克称，电池日将会十分疯狂，吸引了全市场的关注。</p><p><img src=\"https://static.tigerbbs.com/da68b618efa59c30c37af47d31ff03e0\" tg-width=\"693\" tg-height=\"156\"></p><p>今天我们根据已经透露出来的细节，梳理一下潜在的受益链条。</p><p><b>总的来说，特斯拉电池技术为干电极+正极含钴超高镍/无钴高镍多元材料+负极硅碳+大圆柱。包括以下4个关注点：</b></p><p><b>1、电池体积更大，催生该领域的激光设备需求</b></p><p><b>（1）电池或采用无极耳设计</b></p><p>在9月16日，媒体Electrek就泄露了特斯拉可能发布的电池“Roadrunner”。</p><p><img src=\"https://static.tigerbbs.com/21aa29f236a6052fd0855a29ce3a5681\" tg-width=\"693\" tg-height=\"281\"></p><p>电池侧面印有数字“054”，如果这个数字代表点此的直径，则表明该电池采用的尺寸为54*98，是2170电池体积的10倍，将有效减少外壳和每包电池的数量，从而降低成本。海外咨询机构认为，<b>动力电池成本将下降至100美元/kwh</b>。</p><p>这种电芯的设计，市场普遍认为是采用了无极耳设计（本质是多极耳）。而2020年5月特斯拉的专利中，也取消了传统圆柱电芯的单极耳结构，也从侧面验证了这一点。背后的原因，是因为现在快充时电流大、发热大，单极耳的方式无法适应。</p><p>因此，<b>未来多极耳将会是未来的一个趋势，将催生激光切割设备的需求</b>。</p><p><b>（2）激光制片机的产业链</b></p><p>极耳是电池头上耳朵，通俗地说就是电池正负极的耳朵在进行充放电时的连接点。</p><p>之前圆柱电池普遍采用单极耳的设计，这种设计不需要用到激光切割，但是<b>多极耳是必须要用到激光切割的</b>。</p><p>激光切割器按照功率，又分为低、中、高功率，功率越高，切割的速度越快。产业链上游主要包括光学材料了元器件、中游包括各种激光器、下游广泛用于汽车、钢铁、通信、机械、军事等领域。</p><p><img src=\"https://static.tigerbbs.com/a42984e7242d2c83a2d1adc4172a1173\" tg-width=\"693\" tg-height=\"483\"></p><p><b>①上游</b>：该领域此前一直被海外的IPG垄断，今年二季度，IPG在中国市场的收入占比已经达到了49%。但是国内厂商<a href=\"https://laohu8.com/S/300747\">锐科激光</a>和创鑫激光的产品持续降价，冲击IPG的市场。</p><p><b>②中游</b>：激光器设备厂商包括海外的通快、相干，国内的<a href=\"https://laohu8.com/S/002008\">大族激光</a>、华工集团、<a href=\"https://laohu8.com/S/688559\">海目星</a>等等。</p><p>从产业链调研来看，海目星在特斯拉获得的订单有12台。<b>预计特斯拉发布最新的电池后，汽车的车商大概率会跟进其改进的方向</b>。</p><p><b>2、采用干电极生产技术</b></p><p>今年4月份，特斯拉收购Maxwell，<b>市场也传闻特斯拉将在电池日上主推干电池技术。</b></p><p>Maxwell的干电极工艺让电池正负极不需要使用溶剂，而是以粘合剂和导电剂代替，从而克服三元锂电池高镍电极热稳定性差等问题。可使能量密度提升50%，电池寿命翻倍。</p><p><b><a href=\"https://laohu8.com/S/000009\">中国宝安</a>旗下子公司贝特瑞是Maxwell的碳硅负极供应商，</b>或将受益。</p><p><img src=\"https://static.tigerbbs.com/b9c5f489b4ce136473f6ac1728909d3c\" tg-width=\"693\" tg-height=\"444\"></p><p><b>3、“无钴”电池</b></p><p>今年2月，路透社称特斯拉将在国内车型上使用<a href=\"https://laohu8.com/S/300750\">宁德时代</a>的无钴电池。随后，特斯拉上海超级工厂官方账号回复</p><p>“无钴，不代表一定是磷酸铁锂”。那么大概率指的是高镍三元811电池。</p><p><b>4、碳硅负极</b></p><p>8月24日，特斯拉公开的电池如活动界面，背景图所呈现的点阵图像被推断为碳纳米线（碳硅负极的一种）的结构图。</p><p><img src=\"https://static.tigerbbs.com/6193d787b05ffabd18273944989f0e3d\" tg-width=\"693\" tg-height=\"360\"></p><p>并且有消息称，Amprius将总部搬至特斯拉的电池实验室旁边，同时也在特斯拉弗里蒙特工厂附近。而Amprius在硅纳米线材料的研究颇有建树，似乎也印证了这一点。<b>根据马斯克的twitter，人们猜测该材料能够把电池电芯能量密度提升至400Wh/kg。</b></p><p>中国宝安旗下贝特瑞是松下的核心供应商，<b>硅负极已批量出货、<a href=\"https://laohu8.com/S/603659\">璞泰来</a>的硅负极预计年底批量生产。</b></p>","source":"lsy1591022769191","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>令马斯克疯狂的电池日，神秘方案提前曝光</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n令马斯克疯狂的电池日，神秘方案提前曝光\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-22 10:49 北京时间 <a href=https://www.gelonghui.com/p/410420><strong>脱水研报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间9月23日凌晨，是特斯拉的电池日，作为新能源汽车的“网红公司”，老板马斯克称，电池日将会十分疯狂，吸引了全市场的关注。今天我们根据已经透露出来的细节，梳理一下潜在的受益链条。总的来说，特斯拉电池技术为干电极+正极含钴超高镍/无钴高镍多元材料+负极硅碳+大圆柱。包括以下4个关注点：1、电池体积更大，催生该领域的激光设备需求（1）电池或采用无极耳设计在9月16日，媒体Electrek就泄露了...</p>\n\n<a href=\"https://www.gelonghui.com/p/410420\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/333e7af2643b84676f9b835dfb04c434","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.gelonghui.com/p/410420","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116201771","content_text":"北京时间9月23日凌晨，是特斯拉的电池日，作为新能源汽车的“网红公司”，老板马斯克称，电池日将会十分疯狂，吸引了全市场的关注。今天我们根据已经透露出来的细节，梳理一下潜在的受益链条。总的来说，特斯拉电池技术为干电极+正极含钴超高镍/无钴高镍多元材料+负极硅碳+大圆柱。包括以下4个关注点：1、电池体积更大，催生该领域的激光设备需求（1）电池或采用无极耳设计在9月16日，媒体Electrek就泄露了特斯拉可能发布的电池“Roadrunner”。电池侧面印有数字“054”，如果这个数字代表点此的直径，则表明该电池采用的尺寸为54*98，是2170电池体积的10倍，将有效减少外壳和每包电池的数量，从而降低成本。海外咨询机构认为，动力电池成本将下降至100美元/kwh。这种电芯的设计，市场普遍认为是采用了无极耳设计（本质是多极耳）。而2020年5月特斯拉的专利中，也取消了传统圆柱电芯的单极耳结构，也从侧面验证了这一点。背后的原因，是因为现在快充时电流大、发热大，单极耳的方式无法适应。因此，未来多极耳将会是未来的一个趋势，将催生激光切割设备的需求。（2）激光制片机的产业链极耳是电池头上耳朵，通俗地说就是电池正负极的耳朵在进行充放电时的连接点。之前圆柱电池普遍采用单极耳的设计，这种设计不需要用到激光切割，但是多极耳是必须要用到激光切割的。激光切割器按照功率，又分为低、中、高功率，功率越高，切割的速度越快。产业链上游主要包括光学材料了元器件、中游包括各种激光器、下游广泛用于汽车、钢铁、通信、机械、军事等领域。①上游：该领域此前一直被海外的IPG垄断，今年二季度，IPG在中国市场的收入占比已经达到了49%。但是国内厂商锐科激光和创鑫激光的产品持续降价，冲击IPG的市场。②中游：激光器设备厂商包括海外的通快、相干，国内的大族激光、华工集团、海目星等等。从产业链调研来看，海目星在特斯拉获得的订单有12台。预计特斯拉发布最新的电池后，汽车的车商大概率会跟进其改进的方向。2、采用干电极生产技术今年4月份，特斯拉收购Maxwell，市场也传闻特斯拉将在电池日上主推干电池技术。Maxwell的干电极工艺让电池正负极不需要使用溶剂，而是以粘合剂和导电剂代替，从而克服三元锂电池高镍电极热稳定性差等问题。可使能量密度提升50%，电池寿命翻倍。中国宝安旗下子公司贝特瑞是Maxwell的碳硅负极供应商，或将受益。3、“无钴”电池今年2月，路透社称特斯拉将在国内车型上使用宁德时代的无钴电池。随后，特斯拉上海超级工厂官方账号回复“无钴，不代表一定是磷酸铁锂”。那么大概率指的是高镍三元811电池。4、碳硅负极8月24日，特斯拉公开的电池如活动界面，背景图所呈现的点阵图像被推断为碳纳米线（碳硅负极的一种）的结构图。并且有消息称，Amprius将总部搬至特斯拉的电池实验室旁边，同时也在特斯拉弗里蒙特工厂附近。而Amprius在硅纳米线材料的研究颇有建树，似乎也印证了这一点。根据马斯克的twitter，人们猜测该材料能够把电池电芯能量密度提升至400Wh/kg。中国宝安旗下贝特瑞是松下的核心供应商，硅负极已批量出货、璞泰来的硅负极预计年底批量生产。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1956,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":974078817,"gmtCreate":1600877444339,"gmtModify":1703822842302,"author":{"id":"3547717054797678","authorId":"3547717054797678","name":"Hustle4life","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"建议马斯克火线入党","listText":"建议马斯克火线入党","text":"建议马斯克火线入党","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/974078817","repostId":"1173038584","repostType":4,"isVote":1,"tweetType":1,"viewCount":2464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
