寶馬增加電池訂單 涉及寧德時代、億緯鋰能、三星等
格隆匯9月6日丨據彭博,為跟上持續增長的電動汽車需求,寶馬汽車公司(BMWYY.US)增加電池訂單。今年上半年,電動汽車佔公司總出貨量的11%以上。首席執行官Oliver Zipse表示將跟隨市場需求,現在已獲得一定市場份額,目前公司正處於電氣化中期。公司電池合同價值超過200億歐元(238億美元),高於此前的120億歐元。這些電池將用於寶馬截至2024年生產的i4轎車、iX運動型多功能車等車型上。公司計劃在下一年開始轉向新一代電池。寶馬增加的電池訂單遍及寧德時代(300750.SZ)和億緯鋰能(300014.SZ),韓國的三星SDI和瑞典Northvolt AB。半導體的嚴重短缺使電動汽車行業對供應鏈中產生的漏洞高度警惕。獲得足夠的電池和鈷、鎳等原材料對於老牌汽車製造商的電動轉型至關重要。電動汽車領軍企業特斯拉公司(TSLA.US)已經與礦商達成了金屬供應協議。
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