據報寧德時代及比亞迪推動電池降本增效
據《證券時報》從多位產業鏈人士處獲悉,為保證市場地位,寧德時代(300750.SZ)正在梳理產線資源,推動降本,向車企推廣173Ah的VDA規格磷酸鐵鋰電芯,標配2.2C倍率快充,走大單品路線,預計於今年中有幾家車企會切換到該款產品,電芯價格每Wh不超過0.4元人民幣(下同),並會加量不加價,目標為每輛10萬元至20萬元的純電動車市場。
報道又引述知情人士透露,比亞迪(01211.HK)(002594.SZ)旗下弗迪電池近日在內部發通知,敦促團隊繼續降本。去年經過採購團隊層層篩選,去劣存優,目前採購降本空間依然巨大。今年將繼續加強非生產性物料的管理和控制,凝心聚力,降本增效,動力電池正在逐步進入每Wh 0.3元的時代,動力電池廠商也在短短一年之間從「供不應求」變為「銷路無門」,車企亦在多方位加大對動力電池的控制權。(ta/cy)
~
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.