蔚来比亚迪隔空交锋补能路线之争硝烟再起

第一财经03-10 14:05

随着比亚迪将快充技术往前再推一步，一周之内，比亚迪和蔚来两家头部企业的掌舵人隔空交锋，将充换电话题之争再次推向行业焦点。　　一方面，比亚迪宣布，第二代刀片电池从10%到70%的充电速度仅5分钟，从10%到97%的充电速度仅9分钟，并预计到2026年底建成2万座闪充站。　　另一方面，2月6日NIO" target="_blank" web="1">蔚来宣布创造了1亿次换电服务的里程碑，并计划今年新增...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2618986432?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-03-10 14:05","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2618986432","market":"us","top_or_hot":-1,"title":"蔚来比亚迪隔空交锋 补能路线之争硝烟再起","media":"第一财经","content":"<div>\n<p>随着比亚迪将快充技术往前再推一步，一周之内，比亚迪和蔚来两家头部企业的掌舵人隔空交锋，将充换电话题之争再次推向行业焦点。　　一方面，比亚迪宣布，第二代刀片电池从10%到70%的充电速度仅5分钟，从10%到97%的充电速度仅9分钟，并预计到2026年底建成2万座闪充站。　　另一方面，2月6日NIO\" target=\"_blank\" web=\"1\">蔚来宣布创造了1亿次换电服务的里程碑，并计划今年新增...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202603103667337611.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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>蔚来比亚迪隔空交锋 补能路线之争硝烟再起</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{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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蔚来比亚迪隔空交锋 补能路线之争硝烟再起\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-10 14:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202603103667337611.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着比亚迪将快充技术往前再推一步，一周之内，比亚迪和蔚来两家头部企业的掌舵人隔空交锋，将充换电话题之争再次推向行业焦点。　　一方面，比亚迪宣布，第二代刀片电池从10%到70%的充电速度仅5分钟，从10%到97%的充电速度仅9分钟，并预计到2026年底建成2万座闪充站。　　另一方面，2月6日NIO\" target=\"_blank\" web=\"1\">蔚来宣布创造了1亿次换电服务的里程碑，并计划今年新增...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202603103667337611.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0516422952.EUR","symbol_name":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","start_time":0,"source_url":"http://finance.eastmoney.com/a/202603103667337611.html","article_id":"2618986432","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603103667337611.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2618986432","pubTimestamp":1773122700,"columns":[],"sourceInfo":{"source_id":"stock_eastmoney","name":"东方财富"},"weMediaInfo":null,"summary":"【蔚来比亚迪隔空交锋 补能路线之争硝烟再起】随着比亚迪将快充技术往前再推一步，一周之内，比亚迪和蔚来两家头部企业的掌舵人隔空交锋，将充换电话题之争再次推向行业焦点。","collect":0,"end_time":0,"defaultTopTitle":"eastmoney.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"81211":"比亚迪股份-R","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0509642566.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) INC AV","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","NIO.SI":"蔚来","BK4574":"无人驾驶","LU0269904917.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK1588":"回港中概股","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","NIO":"蔚来","BK0155":"锂电池","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","NIOG":"2倍做多NIO ETF-Leverage Shares","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","BK1149":"通信设备","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","LU0359201612.USD":"贝莱德中国基金A2","BK4531":"中概回港概念","LU0274383008.USD":"MANULIFE GF ASIAN SMALL CAP EQUITY \"AA\" (USD) INC","BK0169":"共享汽车","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU2153592121.USD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc USD","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU1720050803.USD":"安联全方位中国股票基金","BK4534":"瑞士信贷持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","BK1539":"汽车股","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU2348774022.SGD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc SGD-H","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","BK1119":"汽车制造商","BK0188":"融资融券","BK4548":"巴美列捷福持仓","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU1820825898.SGD":"Aberdeen Standard SICAV I - China A Share Equity A Acc SGD-H","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","01211":"比亚迪股份","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU2289578879.USD":"ALLIANZ CHINA A OPPORTUNITIES \"AT\" (USD) ACC","LU1861214812.USD":"Blackrock Future of Transport A2 USD","BK1607":"新IT概念","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0594300419.USD":"富达中国消费基金A","LU1997245177.USD":"安联神洲A股基金","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","BYDDY":"比亚迪ADR","BK0014":"新能源汽车","BK4099":"汽车制造商","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","LU0650527681.SGD":"Fidelity China Consumer A-SGD","BK4585":"ETF&股票定投概念","LU0505663152.USD":"abrdn SICAV I - FUTURE MINERALS \"A\" (USD) ACC","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","BK0196":"行业龙头","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","BK4555":"新能源车","09866":"蔚来-SW","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK1522":"燃料电池","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK0264":"汽车制造","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4588":"碎股","LU1997244956.HKD":"ALLIANZ CHINA A-SHARES \"AT\" (HKD) ACC A","002594":"比亚迪","BK0072":"苹果","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","LU0259732245.USD":"EASTSPRING INVESTMENTS DRAGON PEACOCK A","LU2663582299.SGD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOL \"A2\" (SGDHDG) ACC","BK1509":"特斯拉概念股","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU2449936058.SGD":"SUSTAINABLE ASIA EQUITY \"AA\" (SGD) ACC","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","BK4509":"腾讯概念","LU1508157978.USD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOLUTE RETURN \"A\" (USD) ACC","LU0823426308.USD":"法巴中国股票基金","BK1610":"ETF&股票定投概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","HYDD.SI":"BYD HK SDR 10to1","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU0683595622.HKD":"AB SICAV I-EM.MKTS MUL.ASS.PTF(AD)","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0828238088.HKD":"SCHRODER ISF GLBL EMGNG MKT OPPS \"A\" (HKD) ACC","BK0070":"员工持股","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","BK4505":"高瓴资本持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","SG9999006514.SGD":"United Asia Consumer Fund SGD","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" ACC","BK4504":"桥水持仓","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU2495084118.USD":"ALLIANZ CHINA A-SHARES \"ATH\" (USDHDG) ACC","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","BK1504":"苹果概念","BK1540":"电池","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU1146622755.USD":"安本中国A股股票基金A Acc","LU0633140560.USD":"AB EMERGING MARKET MULTI ASSET PORTFOLIO \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","BK4526":"热门中概股","SG9999002463.SGD":"LionGlobal China Growth SGD","BK1582":"深圳本地概念股","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU2580892789.USD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (USD) ACC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","BK1515":"抗疫概念","BK1594":"碳中和概念股","LU0633140727.USD":"AB EMERGING MARKETS MULTI ASSET PORTFOLIO \"AD\" (USD) INC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","BK1580":"烟草概念","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU2580892862.HKD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (HKD) ACC","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","BK1589":"北水核心资产","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","BK0183":"MSCI概念"},"translate_title":"Nio BYD Air Confrontation Energy Replenishment Route Dispute Smoke Rises Again","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"01211":1.96,"002594":1.96,"EVS.SI":0.6,"NIO.SI":1.94,"NIOG":0.6,"09866":1.94,"NIO":1.94,"BYDDY":1.96,"HYDD.SI":0.6},"content_text":"随着比亚迪将快充技术往前再推一步，一周之内，比亚迪和蔚来两家头部企业的掌舵人隔空交锋，将充换电话题之争再次推向行业焦点。　　一方面，比亚迪宣布，第二代刀片电池从10%到70%的充电速度仅5分钟，从10%到97%的充电速度仅9分钟，并预计到2026年底建成2万座闪充站。　　另一方面，2月6日NIO\" target=\"_blank\" web=\"1\">蔚来宣布创造了1亿次换电服务的里程碑，并计划今年新增超1000座换电站，目标到2030年建成10000座换电站。　　3月9日，受中东地缘冲突导致霍尔木兹海峡运输受阻影响，国际油价已突破每桶100美元关口。无论是比亚迪还是蔚来，中国车企在技术领域的不断投入，都意味着新能源汽车技术的进步正让世界在应对能源危机时拥有更多的选择。　　比亚迪：9分钟“闪充”打破补能天花板　　3月5日晚，比亚迪董事长王传福发布了最新的快充技术：第二代刀片电池配合兆瓦闪充技术，从10%到70%的充电速度仅5分钟，从10%到97%的充电速度仅9分钟；即便在零下30摄氏度的极寒环境，从20%充至97%也只需12分钟。　　“让充电像加油一样快”，王传福在发布会上这样定义技术目标。他直指当前电动出行的核心痛点——假日出行充电排长队、低温充电慢，“治理这些顽疾，必须治根。所有问题的根源，就是充电慢和低温充电难”。　　与此前行业主流的800V高压平台车型相比，后者在配合自建专属超充桩的情况下，常温环境下10%充至80%一般也需要10-15分钟。　　更值得关注的是低温突破。比亚迪在哈尔滨零下20摄氏度极寒环境和零下30摄氏度低温舱进行了实测，搭载第二代刀片电池的车型经冷冻24小时后，充电时间仅比常温多3分钟。“让‘电车不过山海关’永远成为历史。”王传福的这句话，直接回应了北方用户长期以来对新能源汽车的顾虑。　　配合技术发布，比亚迪公布了激进的基建计划：到2026年底建成20000座闪充站，其中包括2000座高速服务区闪充站。这意味着平均每100多公里就有一座闪充站，基本覆盖主要长途出行场景。比亚迪还承诺，将在今年五一前，首批建成1000座“闪充高速站”。　　蔚来：换电破解“车电不同寿”问题　　比亚迪发布会两天后，蔚来创始人、董事长兼CEO李斌现身央视《对话·创新中国行》节目，正面回应快充与换电之争。　　李斌称，充电和换电是解决不同场景和不同目的的问题，互相并不矛盾。但他同时也表示，“超快充再快，不可能有换电快，但解决电池寿命问题是换电最大的体系性优势。”　　李斌还提到，换电另外一个大的优势，是能够让用户去享受到电池技术进步带来的好处。“现在2018年的用户也可以换到100度电池、换到150度电池，因为电池可以灵活地升级。我们这个电池包的尺寸接口标准化以后，里面的电芯不一样，电池容量就不一样。所以固态电池如果来了，最欢欣雀跃的应该是我们蔚来的用户，他可以跑得更远。”　　武汉蔚能CEO戴晓明则表示，在车电分离、换电模式项下的情况下，可以保证每一块电池，通过智能化换电和安全管控，它的寿命都可以用到12年以上。“我们做的是梯次利用，退役下来的电池我们可以做储能业务。梯次对于我们来说也是把电池的价值进一步变现。再下一步做的事，在回收期，我们管的电池规模接近60万块了，对于我们来说就是一座移动的矿山，里面富含很多的稀有金属，类似于锂、镍、钴和锰”。　　竞争基调：从“对立”转向“共存”　　清华大学汽车系博士张抗抗此前在接受媒体采访时表示，闪充技术需要在车端和充电端同时作出改变，此后将取决于闪充站的实际落地情况以及用户真实使用场景的适配性。另一名专家则表示，蔚来需要对用户讲清楚它的商业模式。罗兰贝格高级合伙人郑赟对第一财经表示，两者商业模式各有优劣，至于快充技术的进步是否会对换电模式产生冲击，关键是快充技术的成本控制在什么样的水平。　　3月8日，两家企业的高管都在公开渠道表达了对于充电换电路线之争的看法，将竞争基调从“对立”引导向“共存”。　　3月8日，比亚迪集团品牌及公关处总经理李云飞通过微博发声：“换电和闪充虽然是两种不同的模式，但都挺好的，是百花齐放，更是殊途同归。”他表示，换电和闪充都能解决电车充电慢的问题，目标都是共同促进油转电。　　蔚来联合创始人、总裁秦力洪也在朋友圈称，在2018年即满足了加电速度快的需求后，蔚来更加着眼于解决电动车车电不同寿问题，以及换电站参与构建新型电力市场，实现车能融合。蔚来高级副总裁兼乐道汽车总裁沈斐在去年年底曾撰文称，超充与换电并非“你死我活”的竞争关系，而是面向不同维度的解决方案。沈斐还表示，补能方式的讨论，终究要回到体系能力，不仅是快，更是寿命、安全与电网协同。　　在双方高管提出“共存”基调的同时，两家企业的补能体系也在加速扩张各自的阵营。　　比亚迪方面，王传福在发布会上表示，比亚迪将与全国充电网络的运营商协同合作，以“闪充站中站”模式加速建设，预计到年底建成18000座。　　李斌表示，第五代站非常柔性，它能支持更多的电池标准，这种方式，能让整个换电联盟的弹性，换电的服务弹性更大一点。按照计划，蔚来将在今年上半年开始部署第五代站，并计划到2030年建成1万座换电站。　　宁德时代也在加速换电布局，2026年将累计建成近4000座换电站。其中，巧克力换电计划在140多座城市累计建成超3000座换电站，同步启动高速公路网络建设，长期目标为3万座，并将开放加盟计划。　　随着霍尔木兹海峡受阻带来油价高涨，电动汽车的价值正被全世界重新审视。而中国新能源企业正用持续的技术突破和基建投入，意味着无论换电还是闪充，电动出行正在成为越来越多人应对能源波动的现实选择。（文章来源：第一财经）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","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/2618986432","isCrawlerRequest":true}

蔚来比亚迪隔空交锋 补能路线之争硝烟再起

精彩评论

蔚来比亚迪隔空交锋补能路线之争硝烟再起