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據報寶馬千億人幣電池大單落地 寧德時代與億緯鋰能角逐內地供應
《36氪》引述消息報道,就寶馬年初對外招標的約160GWh電池訂單,蜂巢能源已獲寶馬歐洲區近90GWh的產能訂單,內地近70GWh訂單將由寧德時代(300750.SZ)或億緯鋰能(300014.SZ)提供。假設每瓦時的價格為0.6元人民幣(下同),估計寶馬該筆訂單的價值將高達960億元。 據悉,是次寶馬給予寧德時代及億緯鋰能近70GWh訂單中,不僅限於圓柱電池範疇。 至於蜂巢能源供給寶馬的電芯類型是其主打的大單品——短刀電芯,該些電芯將採取CTP模式在寶馬新一代平台的純電車型上使用。消息指蜂巢能源與寶馬的巨額訂單綢繆已久,早於7月份時已簽約,標準作業程序(SOP)時間預期為2027年年底。
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