利好比亞迪?馬斯克“電池日”前夕潑冷水,特斯拉盤後跌5.87%
北京時間9月22日,特斯拉盤後一度跌超7%,現跌超5%報426.39美元。此前特斯拉早盤曾一度暴跌近8%。
從資金分佈上看,特斯拉當日資金淨流出1.5億美元,其中小單和中單均為淨流出,流量分別達到1.7億美元和7017萬美元,而大單淨流入為8716萬美元。
過去3天內特斯拉股價累計實現近14%的漲幅。即將與北京時間9月23日(美國東部時間22日下午16時)舉辦的特斯拉“電池日”活動,被認為是特斯拉的“蘋果發佈會”,將極大影響汽車市場的格局,引起了投資者的猜想。

外界猜測特斯拉“電池日”將會發布一系列新的動力電池技術和產品,並通過自建的電池生產線確保動力電池供應的可控。
動力電池的產能不足、成本過高,是新能源汽車行業發展的重大掣肘之一。
外媒分析稱,特斯拉“電池日”的發佈內容,意味着該公司或在降低動力電池的生產成本、提升電池能量密度和延長使用壽命等方面多管齊下,進而節約造車成本、提升二手車輛使用殘值,將新能源汽車“性價比”提至與傳統燃油車同樣的水平。

然而特斯拉CEO馬斯克週一給“電池日”活動潑了一盆冷水。
他表示,即將於特斯拉“電池日”活動中公佈的新產品要到2022年才能實現大規模生產,特別是Semi,Cybertruck和Roadster的生產。
馬斯克還表示,特斯拉有意從松下、LG Chem和寧德時代增大電池購買力度,但即使電池供應商以最大速度發展,預計在2022年及以後仍將出現嚴重短缺,除非特斯拉自己也採取行動。
截至本文發佈,寧德時代漲2.5%報202.82元;LG Chem漲3.4%報64.8萬韓元;松下微跌0.5%報962日元。


作為國內動力電池的龍頭,寧德時代是特斯拉在中國的合作伙伴。
2019年,中國磷酸鐵鋰電池寧德時代的市場份額是57.2%,三元鋰電池的寧德時代份額是50.2%。比亞迪的刀片電池有望成為寧德時代的競爭者,目前比亞迪最新旗艦車型漢已經搭載了刀片電池,續航能力理論上可達到600公里。
因此特斯拉“電池日”發佈的新技術利空比亞迪。
而截至本文發佈,比亞迪AH股雙雙翻紅。


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