特斯拉上海工厂协议要_老虎社区_美港股上老虎 - 老虎社区

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DSTshadow
2021-08-06

特斯拉上海工厂协议要求配件全部国产化

内部人士确认比亚迪将向特斯拉供应“刀片电池”

据美港电讯报道，日前，有媒体称，从多位知情人士处获悉，比亚迪即将于明年第二季度向特斯拉供应“刀片电池”。今日，对于此事，又有比亚迪内部人士向媒体透露，比亚迪将向特斯拉供应“刀片电池”一事属实，并且首款

内部人士确认比亚迪将向特斯拉供应“刀片电池”

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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地球报道
·2021-08-06
与竞争对手合作，原来是被迫为止
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- 地球报道回复Jack2018:
  上海合作协议要求多数供应链必须使用国产，而国内的电池供应商宁德时代产能不足，特斯拉只有另寻合作方，满足产能。国内多数新能源多数使用的是宁德时代，比亚迪电池占有率不高，所以才会有多余产能出售，特斯拉才退选比亚迪
  2021-08-06
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- Jack2018:
  国产也不止比亚迪一家啊，为什么是被迫用比亚迪呢？再说特斯拉本来也不傻，用国产还不是出于降低成本的目的，特斯拉造车也那么多年了，没在中国开工厂的时候哪连续降价啊？
  2021-08-06
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