为什么？特斯拉储能在中国可能失败

电能革新2025-02-16

2月11日，生产电动汽车“发家”的特斯拉，在上海临港投产储能超级工厂，参照此前特斯拉汽车工厂的成功，“鲶鱼论”一时间成为舆论主流。从产能来看，规划年产40GWh的储能超级工厂，能解决13000个家庭一年的电量，但跟“造车”比，总觉得还差点意思。残酷的现实是，中国储能在技术成熟度和产业竞争力上已今非昔比，若论电池储能，宁德时代+比亚迪，已经是世界第一。无论是技术、价格还是产能，一个特斯拉，都战不胜全...

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Johnsonk
2025-02-16
Johnsonk
直接出口，还卖本土么
- 闲人马斯克:
  小编写这么无知的东西也不怕人笑话

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Tesla Energy Storage May Fail in 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21:02","market":"us","language":"zh","title":"为什么？特斯拉储能在中国可能失败","url":"https://stock-news.laohu8.com/highlight/detail?id=2511493790","media":"电能革新","summary":"2月11日，生产电动汽车“发家”的特斯拉，在上海临港投产储能超级工厂，参照此前特斯拉汽车工厂的成功，“鲶鱼论”一时间成为舆论主流。无论是技术、价格还是产能，一个特斯拉，都战不胜全中国。且特斯拉做储能的目的是“卖电”，目的还是赚钱，当不成“鲶鱼”，但是能够促进长三角产业链聚集、增加上海GDP。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250216211423644v163nqcv03981mk\"/><p>2月11日，生产电动汽车“发家”的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，<strong>在<a href=\"https://laohu8.com/S/600848\">上海临港</a>投产储能超级工厂</strong>，参照此前特斯拉汽车工厂的成功，“鲶鱼论”一时间成为舆论主流。</p><p>从产能来看，<strong>规划年产40GWh</strong>的储能超级工厂，能解决13000个家庭一年的电量，但跟“造车”比，总觉得还差点意思。</p><p>残酷的现实是，中国储能在技术成熟度和产业竞争力上已今非昔比，若论电池储能，<strong><a href=\"https://laohu8.com/S/300750\">宁德时代</a>+<a href=\"https://laohu8.com/S/002594\">比亚迪</a>，已经是世界第一。</strong></p><p>无论是<strong>技术、价格还是产能</strong>，一个特斯拉，都战不胜全中国。</p><p>六年前特斯拉汽车工厂落地时，中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车产业尚处起步阶段，而当前储能产业已高度成熟，特斯拉的加入，与其说是“鲶鱼”，不如说是“咸鱼”。</p><p>且特斯拉做储能的目的是<strong>“卖电”</strong>，目的还是赚钱，<strong>当不成“鲶鱼”</strong>，但是能够<strong>促进长三角产业链聚集、增加上海GDP。</strong></p><p>其真正价值或许更多体现在供应链协同与区域经济贡献，而非颠覆行业格局。</p><p>来源：能源圈</p></article></body></html>","source":"tencent","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>为什么？特斯拉储能在中国可能失败</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为什么？特斯拉储能在中国可能失败\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-16 21:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250216211426a247ffaa&s=b><strong>电能革新</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月11日，生产电动汽车“发家”的特斯拉，在上海临港投产储能超级工厂，参照此前特斯拉汽车工厂的成功，“鲶鱼论”一时间成为舆论主流。从产能来看，规划年产40GWh的储能超级工厂，能解决13000个家庭一年的电量，但跟“造车”比，总觉得还差点意思。残酷的现实是，中国储能在技术成熟度和产业竞争力上已今非昔比，若论电池储能，宁德时代+比亚迪，已经是世界第一。无论是技术、价格还是产能，一个特斯拉，都战不胜全...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250216211426a247ffaa&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4516":"特朗普概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4592":"伊斯兰概念","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4550":"红杉资本持仓","BK4588":"碎股","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY 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