據報Tesla擴大4,680電池產能 進口內地電池零部件
據《晚點 LatePost》報道,特斯拉(Tesla)(TSLA.US)從2023年下半年開始採購兩家內地二線電池公司生產的零部件,再運到美國得州工廠生產4,680電池。
據悉,特斯拉去年審核內地數個圓柱電池生產線後,選擇兩間供應商,相關極卷零部件約佔整個電芯的成本35%。而從內地採購極卷再做成電池的做法,可能會持續到今年第三季度。
報道引述一名接近特斯拉人士透露,特斯拉的電池供應商松下,要在今年三季度才開始投產4,680電池。報道又指,特斯拉曾希望向寧德時代(300750.SZ)和比亞迪(01211.HK)(002594.SZ)旗下比亞迪弗迪電池等公司採購,但遭拒絕。(ta/cy) ~
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