特斯拉在国内寻求电池合作，洽谈方包括亿纬锂能等_老虎社区_美港股上老虎

特斯拉在国内寻求电池合作，洽谈方包括亿纬锂能等

36氪2021-08-31

作者：李勤特斯拉已经开始在国内寻找4680大圆柱电池的合作厂商，除了原有的电池供应商宁德时代和LG化学，特斯拉洽谈的大圆柱电池公司还包括了亿纬锂能等。一位与亿纬锂能有合作的行业人士向36氪透露，目前讨论的合作方式之一是，“特斯拉设计4680电池，由电池厂家代工。” 不过，这项合作还在早期阶段，另一位消息人士透露，4680大圆柱电池是一项新技术，行业普遍的节奏是2023年开始量产，目前有不少公司...

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dingdibg
·2021-08-31
感谢分享
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Kurenai
·2021-08-31
好文章
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RomySKT
·2021-08-31
[微笑]
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收起
- RomySKT:
  [微笑]
  2021-08-31
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凯旋宝宝
·2021-08-31
[得意]
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Joker_baby
·2021-08-31
先布局后爆发
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我和你娘是老乡
·2021-08-31
蹭特斯拉，等等看特斯拉会不会出来辟谣
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href=https://36kr.com/p/1376728401900675><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：李勤\n特斯拉已经开始在国内寻找4680大圆柱电池的合作厂商，除了原有的电池供应商宁德时代和LG化学，特斯拉洽谈的大圆柱电池公司还包括了亿纬锂能等。\n一位与亿纬锂能有合作的行业人士向36氪透露，目前讨论的合作方式之一是，“特斯拉设计4680电池，由电池厂家代工。”\n不过，这项合作还在早期阶段，另一位消息人士透露，4680大圆柱电池是一项新技术，行业普遍的节奏是2023年开始量产，目前有不少公司...</p>\n\n<a 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Co.,Ltd.","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/9941d37d767c19ef9326e5d5ffa04e0a","symbols_score_info":{"300014":0.9,"TSLA":0.9},"content_text":"作者：李勤\n特斯拉已经开始在国内寻找4680大圆柱电池的合作厂商，除了原有的电池供应商宁德时代和LG化学，特斯拉洽谈的大圆柱电池公司还包括了亿纬锂能等。\n一位与亿纬锂能有合作的行业人士向36氪透露，目前讨论的合作方式之一是，“特斯拉设计4680电池，由电池厂家代工。”\n不过，这项合作还在早期阶段，另一位消息人士透露，4680大圆柱电池是一项新技术，行业普遍的节奏是2023年开始量产，目前有不少公司还没出样品。\n亿纬锂能是惠州一家以磷酸铁锂电池技术见长的公司，今年进入小鹏汽车供应链 。该公司同步也在布局圆柱三元、方形三元等技术，亿纬锂能基础材料与技术研究室主任冀亚娟曾表示，公司在大圆柱电池方面已经布局了4680和4695两大型号，2023年后会逐步将大圆柱电池进行市场推广。\n有消息人士向36氪透露，国内同时和特斯拉洽谈4680电池合作的还有宁德时代、LG化学等 ，一向坚持圆柱路线的比克电池也主动找到了特斯拉。目前 ，宁德时代和LG化学都是特斯拉中国的电池供应商，分别供应方形磷酸铁锂电池和圆柱2170电池。\n“宁德时代的大圆柱电池也在加快节奏，项目名称叫‘金箍棒’。”消息人士告诉36氪，LG化学也接连研发了4680、4690等大圆柱电池，希望再次进入特斯拉供应链。\n针对上述信息，36氪向特斯拉中国方面寻求回应，特斯拉方面表示：不予置评。\n去年9月的电池日上，特斯拉发布4680无极耳大圆柱电池技术。相比特斯拉此前采用的2170电池，4680电池体积更大，据官方数据，4680电池的能量密度将提升5倍、输出功率提升6倍，每千瓦时的成本会降低14%，搭载该电池的车型续航里程可提高16%。\n性能更好，成本更低，特斯拉在发起4680电池替代，已经没有悬念。而对于电池公司们，这无疑又是一个挤进特斯拉供应链，就能改写市场格局的大机会。\n推出4680大圆柱电池后，特斯拉就在加快上车进度。第二季度财报电话会上，特斯拉CEO马斯克表示，公司4680电池的性能和寿命已得到验证，制造验证也已接近尾声，目前的重点工作是改进制造工艺。未来，特斯拉德州工厂和柏林工厂生产的Semi卡车和Model Y都有可能使用4680电池。\n德国柏林工厂的主体建筑已经建设完成，正在等待德国环保部门审批，有望在四季度获得最终审批，生产任务很可能在明年启动。因此，特斯拉的4680电池技术引入国内可能就在前后脚 。\n不光特斯拉，宝马等车企也都有采用大圆柱电池的计划。有行业人士向36氪透露，宝马正联合国内电池供应商，开发4670等型号的大圆柱电池。而在电池行业，大圆柱也正成为技术趋势之一，宁德时代、LG化学、三星、松下、亿纬锂能、比克电池等众公司，都在部署大圆柱电池。一家长期采用方形电池的车企高管也向36氪评论，“大圆柱电池有整体的效率优势。”\n与2019年，刚在中国建厂不同，如今的特斯拉已经是一家年销量指向百万级的公司。2020年，特斯拉全球共售出49.5万辆汽车，而今年上半年特斯拉就已经完成38.6万辆，其中，中国市场占比接近一半，达到16万辆。\n如果说两年前的供应链对特斯拉中国还有观望成分，今天的答案已经很清晰，尤其是对于头部动力电池公司而言，错过特斯拉，将直接对应出货量排名的座次变化。\n而特斯拉也因为产能需求高涨 ，开始在供应链上分散押注。此前，特斯拉中国的磷酸铁锂电池主要由宁德时代供应，圆柱电池来自LG化学，但今年以来，已经传出多则消息，特斯拉开始在中国寻求更多的磷酸铁锂电池供应商，其中包括亿纬锂能和比亚迪，虽然后两者都对市场传言进行了否认。\n如今，头部电池公司要提防的可能还有，新技术大规模落地过程中的洗牌风险。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[{"id":818546055,"gmtCreate":1630421800477,"gmtModify":1630421800477,"author":{"id":"3494827487225209","authorId":"3494827487225209","name":"dingdibg","avatar":"https://static.tigerbbs.com/b7b17454644aee77f68e0e7df7924e3e","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"感谢分享","listText":"感谢分享","text":"感谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818546055","repostId":1104552330,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":818826697,"gmtCreate":1630397406419,"gmtModify":1704959670479,"author":{"id":"3575803406267016","authorId":"3575803406267016","name":"Kurenai","avatar":"https://static.tigerbbs.com/1db68d9f3a4fa117268aef7bab24cad7","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"好文章","listText":"好文章","text":"好文章","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818826697","repostId":1104552330,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":818817663,"gmtCreate":1630395121552,"gmtModify":1704959631785,"author":{"id":"3579783453007050","authorId":"3579783453007050","name":"RomySKT","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/818817663","repostId":1104552330,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5703933,"gmtCreate":1630395131842,"gmtModify":1631888709172,"authorId":3579783453007050,"author":{"id":3579783453007050,"authorId":3579783453007050,"name":"RomySKT","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":818817663,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"CN"},{"id":818817903,"gmtCreate":1630395092502,"gmtModify":1704959631271,"author":{"id":"4089181668486800","authorId":"4089181668486800","name":"凯旋宝宝","avatar":"https://static.tigerbbs.com/c2dd2c76db6c029e275bbb864a25f190","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818817903","repostId":1104552330,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":818814497,"gmtCreate":1630395071819,"gmtModify":1704959630757,"author":{"id":"4092901128703460","authorId":"4092901128703460","name":"Joker_baby","avatar":"https://static.tigerbbs.com/d8345c09e923dec9fea0448eef770e5e","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":4,"crmLevelSwitch":0},"htmlText":"先布局 后爆发","listText":"先布局 后爆发","text":"先布局 后爆发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818814497","repostId":1104552330,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":818815334,"gmtCreate":1630394958228,"gmtModify":1704959628178,"author":{"id":"3494890609449294","authorId":"3494890609449294","name":"我和你娘是老乡","avatar":"https://static.tigerbbs.com/ce39445cdac6e587d452452a97cf53c7","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"蹭特斯拉，等等看特斯拉会不会出来辟谣","listText":"蹭特斯拉，等等看特斯拉会不会出来辟谣","text":"蹭特斯拉，等等看特斯拉会不会出来辟谣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818815334","repostId":1104552330,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":49,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}