《大行報告》大摩估計NCM加CTP為電動車電池最終技術 將取代LFP電池
大摩發表研究報告,指過去磷酸鋰鐵電(LFP)只可以支持新能源車行走約350公里,但新一代卻提升至400公里,相信中期會增加需求,不過鎳鈷錳電池(NCM)加電池包(CTP, Cell to Pack)將會是最終技術,而LFP將會被取代。
該行指,有報道透露Tesla正與寧德時代(300750.SZ)商談,供應LFP電池,以節省15%的成本。LFP電池可支援約350公里行車距離,而Tesla Model 3的要求行走450公里,差距明顯。大摩估計寧德時代新CTP組裝方案可令LFP電池可支援約400公里。雙方未來能否完成商談,需視乎Tesla客戶能否接受較低的公里數。
該行又指,相信未來三年NCM成本可以降低15-20%,而在表現上,NCM+CTP將比NCM和LFP提供更長行車距離,相信客戶在預算內會傾向選擇較持久的型號。
該行表示,電池的能力和安全性仍然是十分關注,故相信LFP仍然有市場,而寧德時代的LFP+CTP的方案仍擁有高科技的入場門檻。(ic/u)~
阿思達克財經新聞
網址: www.aastocks.com
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.