宁德时代与特斯拉合作或超预期,锂电池板块闻风而动
5月14日晚间,路透社发布独家深度报告透露了特斯拉研发电池的合作信息,根据报道内容判断,宁德时代与特斯拉的合作大超市场预期。
特斯拉将推出“百万英里”电池,推进电动车平价和动力电池在电网中的梯次利用。能够能让电动汽车的全生命周期续航里程达到100万英里(160万公里),并使电池成本降低到100美元/KWh以下,让特斯拉的电动车售价能低于燃油车水平。
特斯拉计划首先在中国推出新电池。新电池将依靠低钴和无钴电池化学技术等创新,以及使用化学添加剂、材料和涂层电镀,以减少内部压力,使电池在更长时间内储存更多能量。
根据规划,计划于2020年晚些时候或2021年,在中国生产的Model 3电动汽车中引入,让后者能够在电网中拥有第二寿命(second-life),特斯拉的电动车也将拥有V2G(Vehicle-to-grid)能力。
受此消息影响,今日A股锂电池板块大涨,截至发稿时间,龙头宁德时代大涨8.17%,其产业链德方纳米涨停,其他个股华西股份,湘潭电化,先导智能,星源材质跟涨。也直接带动锂电池产业链,国轩高科大涨6.12%,赣锋锂业,比亚迪,中国宝安跟涨。

在今年2月3日,宁德时代发布公告称拟与特斯拉签订协议,将向特斯拉供应锂离子动力电池产品,产品采购量须以特斯拉后续具体采购订单为准。
根据双方的合作协议,供货有效期将从今年7月1日开始,到2022年6月30号截止,有效期为2年,供货形式以订单量为准。同时,特斯拉也透露消息称车辆将搭载铁锂电池,而在近日在工信部第 333 批新车申报目录上,采用磷酸铁锂电池的特斯拉Model 3正式进行申报。
其他企业加快在锂电池这块布局,据比亚迪汽车销售公司副总经理李云飞微博消息称,“刀片”电池已经正式供应某国际品牌。
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