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RandomWalker
2021-01-12
M
@小虎AV:投资未来,投资科技的一次教科书式的专访。$特斯拉(TSLA)$ 主要内容包括:1. 谈新冠病毒:mRNA是医学的未来2. 谈战略:主动并购不是特斯拉想要的3. 谈竞争:特斯拉最厉害的对手或许来自中国(蔚来,比亚迪?)4. 谈自动驾驶:我相信比人类驾驶更安全5. 谈电池:镍是最让特斯拉头疼的问题6. 谈柏林工厂:效率和环境考量成为选址原因7. 谈个人财富:持股是给建火星城攒钱8. 谈孩子:没有人口过剩,人类应该生孩子9. 谈成长:最有帮助的事情是阅读(读书吧,少年)10. 谈AI:AI和人类或许会形成共生关系11. 谈个人角色:我把自己定义成一名工程师(跟王传福总一样的口号)12. 谈火星:两三年后我可能会登陆火星13. 谈兴趣:喜欢电子音乐,还出了个人单曲还有一个非常科技、梦幻的开场和结尾。@全球视频精选Premium的微博视频
RandomWalker
2021-01-08
$蔚来(NIO)$
看来今晚要破新高了
抱歉,原内容已删除
去老虎APP查看更多动态
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tg-height=\"1624\"></p><p><a href=\"https://laohu8.com/S/KRKR\">36氪</a>从多个行业人士处获悉,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>将在1月9号的NIO Day(年度发布会)上发布150度(kW·h)电池包,该电池包不再采用行业主流的液态锂电池技术,而是固态电池技术。</p><p>“(150度电池包)今年发布,最早明年上车。”消息人士透露。<a href=\"https://laohu8.com/S/KRKR\">36氪</a>获悉,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>150度固态电池的一个潜在合作方是江苏昆山的清陶能源,这一信息得到清陶能源内部人士确认。</p><p>针对上述消息,36氪向蔚来和清陶能源寻求回应,截至发稿,未获回复。</p><p>相比传统锂电池,固态电池被认为是电动汽车的理想电池技术,其在能量密度、充电效率和安全性等方面,会有质的提升,也是行业一项新的技术突破。</p><p>当下主流应用的锂电池由正极、隔膜、负极,再灌上电解液制造而成,俗称液态锂电池;固态锂电池,顾名思义就是用固态电解质取代隔膜和电解液。</p><p>由于采用液态电解质,传统锂电池存在充电效率低、热稳定性差等短板,动辄半个小时的充电时间,以及夏季频发的自燃事件,都是困扰电动汽车的难题,而更重要的是,液态锂电池的能量密度提升缓慢,行业普遍认为液态锂电池的能量密度上限为300Wh/kg,这直接限制了电动汽车的续航里程提升。</p><p>但固态电池则可以轻松突破这一上限,达到400-500Wh/kg,同时克服稳定性差和充电效率低的问题。</p><p>去年10月,清陶能源总经理李峥在的公开演讲中提到,该公司的固态电池技术以氧化物技术路线为主,已经与北汽和合众汽车等进行装车测试合作,单体电池能量密度可以做到300Wh/kg(瓦时每公斤),而2021年装车的产品有望达到350Wh/kg,“现在已经开始做A样的阶段”。</p><p>“即便量产上车以后,做到350Wh/kg,也是目前液态锂电池难以企及的。”一位电动力从业人士向36氪直言,像<a href=\"https://laohu8.com/S/300750\">宁德时代</a>NCM811可以做到270Wh/kg,已经算是国内量产的最高能量密度电池。</p><p>而采用换电体系的蔚来,对电池能量密度的提升正有迫切需求。“为保证电池包能够流通,蔚来采用的换电体系对电池包尺寸进行了统一限制,在固定的体积下,为了提升车辆续航,只能快速增加电池能量密度。”有新造车公司高管向36氪评论。</p><p>此前,蔚来汽车一直采用<a href=\"https://laohu8.com/S/300750\">宁德时代</a>的动力电池产品,双方已经合作70度、84度和100度电三款电池包,而随着今年销量蹿升,蔚来也成为宁德时代最大车企客户。但在150度的固态电池产品上,双方或许不再合作。</p><p>一位长期观察宁德时代的行业人士告诉36氪,宁德时代已经将资源投入在液态锂电池上,无暇推动固态电池产品落地,“订单都是液态锂电池,自然没有动力去推动新的技术体系。”</p><p>固态电池虽然优势不少,但缺点也很明显,例如采用固态电解质和电极之后,要直接面临导电率低的问题,同时,电解质和正负极材料的集成、生产技术和工艺等都是挑战。</p><p>不少考察过固态电池的新造车电动力团队告诉36氪,初步评估,固态电池的大规模量产要在2025年之后,反观之下,行业近期可落地的则是高倍率的液态锂电池,用高电压平台、高倍率电池,结合大功率超快充技术,来解决电动汽车的补能效率问题。</p><p>因此,有行业人士也向36氪推测,蔚来采用的很可能是一个过渡性的固态电池技术,俗称半固态电池技术。清陶能源总经理李峥也在公开演讲中提到,其负极材料存在两种方案,一种是仍然以传统的石墨为负极主要材料,复合部分硅,可以做到320到350Wh/kg的能量密度。而在全固态的材料体系中,以金属锂为负极,可以交付的产品能做到450Wh/kg,但李峥明确表示,“这个并不是在汽车领域应用,因为它还是有循环寿命的影响。”</p><p>蔚来已经以近850亿美元的市值体量,成为全球第三大车企, 其对固态电池技术的应用,或将带动行业,逐渐揭开电动汽车的终极形态。</p>","source":"36k","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>蔚来汽车盘前涨超5%,消息称将推出150度固态电池包</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{ 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}\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蔚来汽车盘前涨超5%,消息称将推出150度固态电池包\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-08 18:00 北京时间 <a href=https://36kr.com/p/1045665513029383><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月8日,蔚来汽车盘前涨5%,消息称其将推出150度固态电池包。36氪从多个行业人士处获悉,蔚来将在1月9号的NIO Day(年度发布会)上发布150度(kW·h)电池包,该电池包不再采用行业主流的液态锂电池技术,而是固态电池技术。“(150度电池包)今年发布,最早明年上车。”消息人士透露。36氪获悉,蔚来150度固态电池的一个潜在合作方是江苏昆山的清陶能源,这一信息得到清陶能源内部人士确认。针对...</p>\n\n<a href=\"https://36kr.com/p/1045665513029383\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来"},"source_url":"https://36kr.com/p/1045665513029383","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101125169","content_text":"1月8日,蔚来汽车盘前涨5%,消息称其将推出150度固态电池包。36氪从多个行业人士处获悉,蔚来将在1月9号的NIO Day(年度发布会)上发布150度(kW·h)电池包,该电池包不再采用行业主流的液态锂电池技术,而是固态电池技术。“(150度电池包)今年发布,最早明年上车。”消息人士透露。36氪获悉,蔚来150度固态电池的一个潜在合作方是江苏昆山的清陶能源,这一信息得到清陶能源内部人士确认。针对上述消息,36氪向蔚来和清陶能源寻求回应,截至发稿,未获回复。相比传统锂电池,固态电池被认为是电动汽车的理想电池技术,其在能量密度、充电效率和安全性等方面,会有质的提升,也是行业一项新的技术突破。当下主流应用的锂电池由正极、隔膜、负极,再灌上电解液制造而成,俗称液态锂电池;固态锂电池,顾名思义就是用固态电解质取代隔膜和电解液。由于采用液态电解质,传统锂电池存在充电效率低、热稳定性差等短板,动辄半个小时的充电时间,以及夏季频发的自燃事件,都是困扰电动汽车的难题,而更重要的是,液态锂电池的能量密度提升缓慢,行业普遍认为液态锂电池的能量密度上限为300Wh/kg,这直接限制了电动汽车的续航里程提升。但固态电池则可以轻松突破这一上限,达到400-500Wh/kg,同时克服稳定性差和充电效率低的问题。去年10月,清陶能源总经理李峥在的公开演讲中提到,该公司的固态电池技术以氧化物技术路线为主,已经与北汽和合众汽车等进行装车测试合作,单体电池能量密度可以做到300Wh/kg(瓦时每公斤),而2021年装车的产品有望达到350Wh/kg,“现在已经开始做A样的阶段”。“即便量产上车以后,做到350Wh/kg,也是目前液态锂电池难以企及的。”一位电动力从业人士向36氪直言,像宁德时代NCM811可以做到270Wh/kg,已经算是国内量产的最高能量密度电池。而采用换电体系的蔚来,对电池能量密度的提升正有迫切需求。“为保证电池包能够流通,蔚来采用的换电体系对电池包尺寸进行了统一限制,在固定的体积下,为了提升车辆续航,只能快速增加电池能量密度。”有新造车公司高管向36氪评论。此前,蔚来汽车一直采用宁德时代的动力电池产品,双方已经合作70度、84度和100度电三款电池包,而随着今年销量蹿升,蔚来也成为宁德时代最大车企客户。但在150度的固态电池产品上,双方或许不再合作。一位长期观察宁德时代的行业人士告诉36氪,宁德时代已经将资源投入在液态锂电池上,无暇推动固态电池产品落地,“订单都是液态锂电池,自然没有动力去推动新的技术体系。”固态电池虽然优势不少,但缺点也很明显,例如采用固态电解质和电极之后,要直接面临导电率低的问题,同时,电解质和正负极材料的集成、生产技术和工艺等都是挑战。不少考察过固态电池的新造车电动力团队告诉36氪,初步评估,固态电池的大规模量产要在2025年之后,反观之下,行业近期可落地的则是高倍率的液态锂电池,用高电压平台、高倍率电池,结合大功率超快充技术,来解决电动汽车的补能效率问题。因此,有行业人士也向36氪推测,蔚来采用的很可能是一个过渡性的固态电池技术,俗称半固态电池技术。清陶能源总经理李峥也在公开演讲中提到,其负极材料存在两种方案,一种是仍然以传统的石墨为负极主要材料,复合部分硅,可以做到320到350Wh/kg的能量密度。而在全固态的材料体系中,以金属锂为负极,可以交付的产品能做到450Wh/kg,但李峥明确表示,“这个并不是在汽车领域应用,因为它还是有循环寿命的影响。”蔚来已经以近850亿美元的市值体量,成为全球第三大车企, 其对固态电池技术的应用,或将带动行业,逐渐揭开电动汽车的终极形态。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}