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Joker_baby
10-18
难☹️
Joker_baby
09-24
优美的曲线
Joker_baby
07-03
1045天,真快~ 一起在成长 未来也会是更长久的同行。
Joker_baby
04-02
一点点🤏
Joker_baby
03-01
$小鹏汽车-W(09868)$
就挺秃然了
Joker_baby
01-16
最高降800
Joker_baby
01-10
个人还是很看好苹果。一个好的企业除了不断有新产品出来,还得有市场人气,以及本身就是好产品。这几点苹果基本都符合,另外2023年 苹果ipad 电脑等产品均未更新新款(我等着买 据说是2024年3月出)所以后续依然看好苹果,毕竟果粉基本都是老用户 用过几年的也不太会用其他牌子,如果换了 可能下一个就会换回苹果… 且看苹果继续争霸2024。
Joker_baby
01-10
每天都有新惊喜…黄金这几天回落了一些 但是还是位于高位 如果空仓可以考虑 满仓的话 算了吧 [流泪] 中金建议2024继续持有 黄金有望继续冲高 但中金现在预测😂 十个九个不对
Joker_baby
2021-08-31
先布局 后爆发
抱歉,原内容已删除
去老虎APP查看更多动态
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后爆发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818814497","repostId":"1104552330","repostType":4,"repost":{"id":"1104552330","kind":"news","pubTimestamp":1630394040,"share":"https://www.laohu8.com/m/news/1104552330?lang=&edition=full","pubTime":"2021-08-31 15:14","market":"us","language":"zh","title":"特斯拉在国内寻求电池合作,洽谈方包括亿纬锂能等","url":"https://stock-news.laohu8.com/highlight/detail?id=1104552330","media":"36氪","summary":"错过特斯拉,将直接对应出货量排名的座次变化。","content":"<p>作者:李勤</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>已经开始在国内寻找4680大圆柱电池的合作厂商,除了原有的电池供应商<a href=\"https://laohu8.com/S/300750\">宁德时代</a>和LG化学,特斯拉洽谈的大圆柱电池公司还包括了<a href=\"https://laohu8.com/S/300014\">亿纬锂能</a>等。</p>\n<p>一位与亿纬锂能有合作的行业人士向36氪透露,目前讨论的合作方式之一是,“特斯拉设计4680电池,由电池厂家代工。”</p>\n<p>不过,这项合作还在早期阶段,另一位消息人士透露,4680大圆柱电池是一项新技术,行业普遍的节奏是2023年开始量产,目前有不少公司还没出样品。</p>\n<p>亿纬锂能是惠州一家以磷酸铁锂电池技术见长的公司,今年进入<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>供应链 。该公司同步也在布局圆柱三元、方形三元等技术,亿纬锂能基础材料与技术研究室主任冀亚娟曾表示,公司在大圆柱电池方面已经布局了4680和4695两大型号,2023年后会逐步将大圆柱电池进行市场推广。</p>\n<p>有消息人士向36氪透露,国内同时和特斯拉洽谈4680电池合作的还有宁德时代、LG化学等 ,一向坚持圆柱路线的<a href=\"https://laohu8.com/S/CBAK\">比克电池</a>也主动找到了特斯拉。目前 ,宁德时代和LG化学都是特斯拉中国的电池供应商,分别供应方形磷酸铁锂电池和圆柱2170电池。</p>\n<p>“宁德时代的大圆柱电池也在加快节奏,项目名称叫‘金箍棒’。”消息人士告诉36氪,LG化学也接连研发了4680、4690等大圆柱电池,希望再次进入特斯拉供应链。</p>\n<p>针对上述信息,36氪向特斯拉中国方面寻求回应,特斯拉方面表示:不予置评。</p>\n<p>去年9月的电池日上,特斯拉发布4680无极耳大圆柱电池技术。相比特斯拉此前采用的2170电池,4680电池体积更大,据官方数据,4680电池的能量密度将提升5倍、输出功率提升6倍,每千瓦时的成本会降低14%,搭载该电池的车型续航里程可提高16%。</p>\n<p>性能更好,成本更低,特斯拉在发起4680电池替代,已经没有悬念。而对于电池公司们,这无疑又是一个挤进特斯拉供应链,就能改写市场格局的大机会。</p>\n<p>推出4680大圆柱电池后,特斯拉就在加快上车进度。第二季度财报电话会上,特斯拉CEO马斯克表示,公司4680电池的性能和寿命已得到验证,制造验证也已接近尾声,目前的重点工作是改进制造工艺。未来,特斯拉德州工厂和柏林工厂生产的Semi卡车和Model Y都有可能使用4680电池。</p>\n<p>德国柏林工厂的主体建筑已经建设完成,正在等待德国环保部门审批,有望在四季度获得最终审批,生产任务很可能在明年启动。因此,特斯拉的4680电池技术引入国内可能就在前后脚 。</p>\n<p>不光特斯拉,宝马等车企也都有采用大圆柱电池的计划。有行业人士向36氪透露,宝马正联合国内电池供应商,开发4670等型号的大圆柱电池。而在电池行业,大圆柱也正成为技术趋势之一,宁德时代、LG化学、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、<a href=\"https://laohu8.com/S/PC\">松下</a>、亿纬锂能、比克电池等众公司,都在部署大圆柱电池。一家长期采用方形电池的车企高管也向36氪评论,“大圆柱电池有整体的效率优势。”</p>\n<p>与2019年,刚在中国建厂不同,如今的特斯拉已经是一家年销量指向百万级的公司。2020年,特斯拉全球共售出49.5万辆汽车,而今年上半年特斯拉就已经完成38.6万辆,其中,中国市场占比接近一半,达到16万辆。</p>\n<p>如果说两年前的供应链对特斯拉中国还有观望成分,今天的答案已经很清晰,尤其是对于头部动力电池公司而言,错过特斯拉,将直接对应出货量排名的座次变化。</p>\n<p>而特斯拉也因为产能需求高涨 ,开始在供应链上分散押注。此前,特斯拉中国的磷酸铁锂电池主要由宁德时代供应,圆柱电池来自LG化学,但今年以来,已经传出多则消息,特斯拉开始在中国寻求更多的磷酸铁锂电池供应商,其中包括亿纬锂能和<a href=\"https://laohu8.com/S/002594\">比亚迪</a>,虽然后两者都对市场传言进行了否认。</p>\n<p>如今,头部电池公司要提防的可能还有,新技术大规模落地过程中的洗牌风险。</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>特斯拉在国内寻求电池合作,洽谈方包括亿纬锂能等</title>\n<style 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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特斯拉在国内寻求电池合作,洽谈方包括亿纬锂能等\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-31 15:14 北京时间 <a href=https://36kr.com/p/1376728401900675><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:李勤\n特斯拉已经开始在国内寻找4680大圆柱电池的合作厂商,除了原有的电池供应商宁德时代和LG化学,特斯拉洽谈的大圆柱电池公司还包括了亿纬锂能等。\n一位与亿纬锂能有合作的行业人士向36氪透露,目前讨论的合作方式之一是,“特斯拉设计4680电池,由电池厂家代工。”\n不过,这项合作还在早期阶段,另一位消息人士透露,4680大圆柱电池是一项新技术,行业普遍的节奏是2023年开始量产,目前有不少公司...</p>\n\n<a href=\"https://36kr.com/p/1376728401900675\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf056c93b86b4b78405c574b04f01c45","relate_stocks":{"300014":"亿纬锂能","TSLA":"特斯拉"},"source_url":"https://36kr.com/p/1376728401900675","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104552330","content_text":"作者:李勤\n特斯拉已经开始在国内寻找4680大圆柱电池的合作厂商,除了原有的电池供应商宁德时代和LG化学,特斯拉洽谈的大圆柱电池公司还包括了亿纬锂能等。\n一位与亿纬锂能有合作的行业人士向36氪透露,目前讨论的合作方式之一是,“特斯拉设计4680电池,由电池厂家代工。”\n不过,这项合作还在早期阶段,另一位消息人士透露,4680大圆柱电池是一项新技术,行业普遍的节奏是2023年开始量产,目前有不少公司还没出样品。\n亿纬锂能是惠州一家以磷酸铁锂电池技术见长的公司,今年进入小鹏汽车供应链 。该公司同步也在布局圆柱三元、方形三元等技术,亿纬锂能基础材料与技术研究室主任冀亚娟曾表示,公司在大圆柱电池方面已经布局了4680和4695两大型号,2023年后会逐步将大圆柱电池进行市场推广。\n有消息人士向36氪透露,国内同时和特斯拉洽谈4680电池合作的还有宁德时代、LG化学等 ,一向坚持圆柱路线的比克电池也主动找到了特斯拉。目前 ,宁德时代和LG化学都是特斯拉中国的电池供应商,分别供应方形磷酸铁锂电池和圆柱2170电池。\n“宁德时代的大圆柱电池也在加快节奏,项目名称叫‘金箍棒’。”消息人士告诉36氪,LG化学也接连研发了4680、4690等大圆柱电池,希望再次进入特斯拉供应链。\n针对上述信息,36氪向特斯拉中国方面寻求回应,特斯拉方面表示:不予置评。\n去年9月的电池日上,特斯拉发布4680无极耳大圆柱电池技术。相比特斯拉此前采用的2170电池,4680电池体积更大,据官方数据,4680电池的能量密度将提升5倍、输出功率提升6倍,每千瓦时的成本会降低14%,搭载该电池的车型续航里程可提高16%。\n性能更好,成本更低,特斯拉在发起4680电池替代,已经没有悬念。而对于电池公司们,这无疑又是一个挤进特斯拉供应链,就能改写市场格局的大机会。\n推出4680大圆柱电池后,特斯拉就在加快上车进度。第二季度财报电话会上,特斯拉CEO马斯克表示,公司4680电池的性能和寿命已得到验证,制造验证也已接近尾声,目前的重点工作是改进制造工艺。未来,特斯拉德州工厂和柏林工厂生产的Semi卡车和Model Y都有可能使用4680电池。\n德国柏林工厂的主体建筑已经建设完成,正在等待德国环保部门审批,有望在四季度获得最终审批,生产任务很可能在明年启动。因此,特斯拉的4680电池技术引入国内可能就在前后脚 。\n不光特斯拉,宝马等车企也都有采用大圆柱电池的计划。有行业人士向36氪透露,宝马正联合国内电池供应商,开发4670等型号的大圆柱电池。而在电池行业,大圆柱也正成为技术趋势之一,宁德时代、LG化学、三星、松下、亿纬锂能、比克电池等众公司,都在部署大圆柱电池。一家长期采用方形电池的车企高管也向36氪评论,“大圆柱电池有整体的效率优势。”\n与2019年,刚在中国建厂不同,如今的特斯拉已经是一家年销量指向百万级的公司。2020年,特斯拉全球共售出49.5万辆汽车,而今年上半年特斯拉就已经完成38.6万辆,其中,中国市场占比接近一半,达到16万辆。\n如果说两年前的供应链对特斯拉中国还有观望成分,今天的答案已经很清晰,尤其是对于头部动力电池公司而言,错过特斯拉,将直接对应出货量排名的座次变化。\n而特斯拉也因为产能需求高涨 ,开始在供应链上分散押注。此前,特斯拉中国的磷酸铁锂电池主要由宁德时代供应,圆柱电池来自LG化学,但今年以来,已经传出多则消息,特斯拉开始在中国寻求更多的磷酸铁锂电池供应商,其中包括亿纬锂能和比亚迪,虽然后两者都对市场传言进行了否认。\n如今,头部电池公司要提防的可能还有,新技术大规模落地过程中的洗牌风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279563747528912,"gmtCreate":1709274285572,"gmtModify":1709275104996,"author":{"id":"4092901128703460","authorId":"4092901128703460","name":"Joker_baby","avatar":"https://static.tigerbbs.com/d8345c09e923dec9fea0448eef770e5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092901128703460","idStr":"4092901128703460"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a>就挺秃然了","listText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a>就挺秃然了","text":"$小鹏汽车-W(09868)$ 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