宁德时代就是安全的？_老虎社区_美港股上老虎 - 老虎社区

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Fire Phoenix
09-15

宁德时代就是安全的？工厂动不动就，你懂的

理想汽车与小米汽车调整动力电池供应商

理想汽车开启新的动力电池战略，从选用宁德时代转向自研技术。新上市的小米澎程N70和N90放弃了SU7和YU7此前选择的宁德时代，改用自家龙甲电池。小米澎程和理想汽车均选择了中创新航、欣旺达来填补份额，采用共研加自产模式。2026年上半年，宁德时代装车量份额提升，比亚迪下降，中创新航和欣旺达份额发生变化。长安、长城、东风、上汽正在推进深度整合。

理想汽车与小米汽车调整动力电池供应商

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