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锂电池重大突破！马斯克：特斯拉实现干电极电池规模化生产

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精彩评论

广东深圳彭于晏
02-02
广东深圳彭于晏
大佬，近期有没有比较关注或看好的方向啊？
- 广东深圳彭于晏回复火火兔爸:
  牛啊，大佬，你推荐的时候，我看着就像要走趋势的感觉，虽然没敢买，但是非常谢谢你的回复，
- 广东深圳彭于晏回复火火兔爸:
  好的，谢谢大佬回复
- 火火兔爸:
  英特尔
投资是种休行
02-02
投资是种休行
前辈。晚上PLTR财报怎么看..
- 火火兔爸回复投资是种休行:
  走一步看一步
- 投资是种休行回复火火兔爸:
  好的谢谢目标的。如果杀估值什么价位可以建仓
- 火火兔爸:
  现在软件股不受资金待见，加上高管给出产能不足的预期，看看财报给的指引有没有大超预期的催化，否则继续杀估值。
- 火火兔爸:
  没关注

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18:54","market":"fut","language":"zh","title":"锂电池重大突破！马斯克：特斯拉实现干电极电池规模化生产","url":"https://stock-news.laohu8.com/highlight/detail?id=2608880857","media":"华尔街见闻","summary":"特斯拉首席执行官马斯克证实，公司已攻克并实现了干电极工艺的规模化生产，他称此为锂电池生产技术的 “重大进展”。该技术摒弃了传统有毒溶剂和昂贵干燥步骤，能大幅降低制造成本和能耗，并有望提升电池能量密度与寿命，这将为特斯拉在电动汽车与快速增长的储能业务中，巩固成本与效率优势提供关键支撑。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官马斯克证实，该公司已攻克锂电池制造领域的关键技术瓶颈，成功实现干电极工艺的规模化生产。这一突破被马斯克称为锂电池生产技术的“重大进展”，标志着电动汽车行业在降低制造成本与提升生产效率方面迈出了关键一步。</p><p>马斯克在社交媒体平台X上对此表态称，将干电极工艺从实验室推向规模化量产极具挑战性，是一项“极其困难”的任务。他特别向特斯拉的工程、生产、供应链团队及战略合作伙伴致以祝贺，确认公司已解决这一长期困扰电池行业的技术难题。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8e1f968ac4f14a0bbdf316ac74b892a\" tg-width=\"1024\" tg-height=\"447\"/></p><p>该消息发布之际，特斯拉的储能业务正展现出强劲增长势头，而干电极技术的落地有望进一步巩固其在能源存储和电动汽车领域的竞争优势。尽管特斯拉股价在周五收盘上涨3.32%至430.41美元，但在盘后交易中跌1.65%，市场正密切关注这一技术革新对未来利润率的潜在提振作用。</p><p>特斯拉官方进一步阐述了该技术的商业价值，指出干电极制造工艺不仅能大幅削减成本和能源消耗，还能显著简化工厂流程，并“极大地”提升了可扩展性。<strong>这一进展意味着特斯拉可能在未来的电池产能扩张中拥有更低的资本支出需求和更高的生产灵活性。</strong></p><h2 id=\"id_1709188775\">规模化量产：从“不可能”到现实</h2><p>此次突破的核心在于解决了一项长期被业界视为难以量产的技术。社交媒体用户@tslaming在X上分享了特斯拉的相关专利文件，随后引发了马斯克的确认回应。@tslaming指出，电池行业多年来普遍认为大规模生产干电极是不可能的，视其为一种无法扩展的“实验室把戏”。然而，特斯拉最新公布的专利申请显示，公司已锁定了干电极制造的“秘密配方”。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52ff4c58008ee84ed9de093dd7ce05bb\" tg-width=\"1024\" tg-height=\"889\"/></p><p>马斯克在回应中强调了实现这一目标的难度，称其为锂电池生产技术的重大突破。这一技术的成功落地，打破了传统电池制造中对湿法溶剂涂布工艺的依赖，验证了干法工艺在工业级生产环境中的可行性。</p><h2 id=\"id_1673764354\">技术优势：更低成本与更高效率</h2><p>根据特斯拉官方及专利披露的信息，干电极工艺相比传统湿法工艺具有显著的成本和环保优势。简而言之，该工艺摒弃了对N-甲基吡咯烷酮（NMP）等有毒湿溶剂的需求，这类溶剂通常对环境和人类健康构成重大风险。</p><p>在传统工艺中，电极涂布需要使用湿溶剂，随后需要巨大的干燥炉进行烘干。而干电极工艺则通过热或压力直接将活性材料涂布在电极上。这种方法不仅简化了制造流程，消除了昂贵的干燥步骤，还减少了能源消耗和工厂占地面积。</p><p>此外，该技术还带来了性能上的提升。相关专利显示，特斯拉设计了一种纯干式正极，能够以极少的粘合剂（低至1.25%）提供最大能量，从而提升电池的能量密度、续航里程及性能。同时，该工艺能更好地保持粒子完整性，延长电池寿命（例如在2000次循环后仍保持约90%的容量）。</p><h2 id=\"id_506923072\">业务背景：储能增长与汽车销量挑战</h2><p>这一技术突破正值特斯拉业务发展的关键时期。公司第四季度财报显示，其能源存储业务保持稳定增长，年度能源存储部署量攀升至46.7吉瓦时（GWh）。早在第三季度，特斯拉的能源存储收入就已录得44%的同比激增，达到34亿美元。<strong>干电极技术的应用预计将进一步支持电动汽车和电网存储产品的廉价、高效制造。</strong></p><p>然而，特斯拉在汽车销售端面临一定压力。数据显示，2025年12月，特斯拉在欧洲市场的销量为35,280辆，较2024年同期的44,190辆同比下降了20.2%。在<strong>此背景下，通过技术革新降低核心零部件成本，对于特斯拉维持市场竞争力和利润率显得尤为重要。</strong></p><p><strong>据BenzingaEdgeRankings数据，特斯拉目前在动量指标上得分良好，且长期价格趋势有利。</strong></p></body></html>","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\" 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href=https://wallstreetcn.com/articles/3764749><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉首席执行官马斯克证实，该公司已攻克锂电池制造领域的关键技术瓶颈，成功实现干电极工艺的规模化生产。这一突破被马斯克称为锂电池生产技术的“重大进展”，标志着电动汽车行业在降低制造成本与提升生产效率方面迈出了关键一步。马斯克在社交媒体平台X上对此表态称，将干电极工艺从实验室推向规模化量产极具挑战性，是一项“极其困难”的任务。他特别向特斯拉的工程、生产、供应链团队及战略合作伙伴致以祝贺，确认公司已...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3764749\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","TSLA":"特斯拉","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY 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