电池即车身！BYD、沃尔沃领跑，特斯拉却掉队了？

汽车产业前线观察00:01

当一辆电动车不再需要“电池包”，而是把电芯直接嵌入车身结构——你会不会觉得像科幻电影？但这已是现实。2026年初，沃尔沃高调预告其全新纯电SUV EX60：810公里续航、10分钟快充340公里，背后正是“Cell-to-Body”（CTB，电芯到车身）技术的加持。而更早一步的，是来自中国的比亚迪——它已将这项技术量产落地，并加速攻占欧洲市场。与此同时，曾率先提出类似构想的特斯拉，却多年未见实质性...

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BYD, Volvo Lead, but Tesla Left Behind?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLT":0.6,"01211":1.94,"TSLG":0.6,"TSL":0.6,"TSLR":0.6,"CRSH":0.6,"TSLZ":0.6,"TSII":0.6,"07766":0.6,"TSLY":0.6,"TSLQ":0.6,"TSLI":0.6,"002594":1.94,"TSLO":0.6,"TSLA":1.91,"BYDDY":1.94,"TSDD":0.6,"TSYY":0.6,"TESL":0.6,"TSLW":0.6,"TSLP":0.6,"TSLS":0.6},"content_text":"当一辆电动车不再需要“电池包”，而是把电芯直接嵌入车身结构——你会不会觉得像科幻电影？但这已是现实。2026年初，沃尔沃高调预告其全新纯电SUV EX60：810公里续航、10分钟快充340公里，背后正是“Cell-to-Body”（CTB，电芯到车身）技术的加持。而更早一步的，是来自中国的比亚迪——它已将这项技术量产落地，并加速攻占欧洲市场。与此同时，曾率先提出类似构想的特斯拉，却多年未见实质性进展。曾经的电动车王者，正在这场“结构革命”中悄然掉队。“未来的电池，不是装在车里，而是成为车的一部分。”什么是Cell-to-Body？一场“去包装化”的革命传统电动车的电池，由电芯→模组→电池包→整车，层层封装，结构冗余。而CTB技术彻底打破这一逻辑：电芯直接集成到车身底盘，省去模组与外壳，让电池本身成为承力结构。好处显而易见：减重10%以上提升能效；节省空间增加乘坐或储物容积；简化装配流程降低制造成本；提升车身刚性增强安全性。瑞典查尔姆斯理工大学甚至提出“无质量电池”（Massless Battery）概念——用碳纤维同时充当电极、结构件与集流体，实现真正的“多功能一体化”。BYD：从追随者到定义者很多人以为CTB是特斯拉的原创，实则不然。尽管马斯克在2020年电池日提出“Structural Battery Pack”构想，但真正将其大规模量产的，是比亚迪。凭借自研刀片电池+CTB架构，比亚迪海豹、仰望U8等车型实现了超低重心、超高扭转刚度与极致空间利用率。更关键的是，这套技术完全自主可控，成本优势碾压合资品牌。正因如此，BYD在欧洲销量节节攀升——2025年全年增长超120%，成为中国新能源出海最成功的案例之一。沃尔沃：北欧精密+CTB，打造“真·长续航”2026年1月，沃尔沃发布EX60预告片，直言：“这不是又一款电动车，而是对‘自由出行’的重新定义。”其核心武器，正是基于全新SPA3纯电平台的CTB技术。沃尔沃CTO安德斯·贝尔强调：“我们直接解决了用户对电动车的三大焦虑：续航短、充电慢、冬天掉电快。”配合“一体化压铸”工艺（将数百个零件整合为单体铸造），EX60不仅轻量化，还大幅提升了生产效率与碰撞安全性。这标志着欧洲豪华品牌终于跟上结构创新的步伐。特斯拉：创新光环正在褪色？讽刺的是，最早提出结构电池概念的特斯拉，如今却陷入停滞。自2020年电池日后，特斯拉再未举办年度“Battery Day”；Cybertruck交付遇冷；Model S/X停产；马斯克重心转向SpaceX、xAI与政治事务。行业普遍质疑：电池创新，还是特斯拉的核心吗？更严峻的是，当BYD、蔚来、小鹏、沃尔沃纷纷推进CTB或类似技术时，特斯拉仍依赖传统的4680+电池包方案，结构优势正在被反超。正如一位分析师所言：“特斯拉教会了世界造电动车，但现在，学生已经跑到了老师前面。”未来已来：谁掌握结构，谁定义下一代电动车CTB不仅是技术升级，更是产业话语权的争夺。它要求车企同时具备：电芯设计能力（或深度绑定电池厂）；车身工程与材料科学积累；智能制造与一体化压铸经验。这正是中国车企的强项——垂直整合、快速迭代、敢于颠覆。而传统巨头若继续依赖供应商拼装模式，终将失去定义产品的能力。结语：电动车的下半场，拼的是“融合力”从“三电”到“整车一体化”，技术边界正在消失。BYD和沃尔沃的崛起，不是偶然，而是对“软件+硬件+结构”深度融合的必然回报。而特斯拉若不能重拾创新锐气，或许真会从“引领者”变成“守成者”。未来的电动车，不再比谁的电池大，而是比谁的车身更聪明。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2609969293","isCrawlerRequest":true}