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特斯拉未来统领电动汽车行业的秘密武器:电池

字号+ 编辑:零一 来源:腾讯新闻 2016-04-18 20:27 我要评论( )

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皇家三张官网 AILONG-MASIKEYUNEIHUADAZHOUZHOUZHANGBULAIEN-SANGDUOWAER2014NIANGONGTONGXUANBUTESILAQIANZHAOGONGCHANGJIANGLUOHUNEIHUADAZHOU

 

RecodeZHONGWENZHAN 4YUE18RIBAODAO

皇家三张官网 SHICHANGDUITESILADEWEILAIFAZHANQIANJINGFEICHANGLEGUAN,RUGUOTESILAZHISHIYIJIACHUANTONGQICHEGONGSIDEHUA,NEITASHIJUEDUIWUFAXIANGSHOUDAOZHEIGEDAIYUDE。

CONGBIAOMINGSHANGLAISHUO,TESILAWANQUANWUFAYUFUTEHETONGYONGQICHEDENGJINGZHENGDUISHOUXIANGTIBINGLUN。FUTE2016NIANMAICHU660WANLIANGQICHE,TONGYONGQICHEMAICHULE1000WANLIANG。TESILANI?ZHIMAICHU7.6WANLIANG。FUTEHETONGYONGQICHE2016NIANJUNBAOCHIJIANKANGSHOUYI,DANSHITESILAQUEZAIKUISUN。

DANZAIBENYUEZAOXIESHIHOU,TESILADESHIZHIYIJUCHAOGUOFUTE,BINGYIDUCHAOGUOTONGYONGQICHECHENGWEIQUANMEISHIZHIZUIGAODEQICHECHANGSHANG。

特斯拉市值大涨的其中一个重要原因是它大胆押注电池行业,这可能会在未来获得巨大的回报。因为特斯拉的汽车都是纯电动汽车,一辆汽车需要的电池容量大概是一部智能手机所需电池容量的1000倍。因此,要想让电动汽车成为主流技术就需要大规模生产电池,这种规模远远超过当前智能手机和其他便携设备对应的电池行业的规模。

皇家三张官网 TESILAJIJIANGZAIJINNIANWANXIESHIHOUFABUDEModel 3HUISHIDUIDIANCHIXINGYEDEYICIZHONGYAOKAOYAN。ZHEIXIEQICHESUOYONGDEDIANCHIJIANGYOUTESILANEIHUADAZHOUDEQIANZHAOGONGCHANGSHENGCHAN。RUGUOModel 3SHANGSHIHOUDAMAI,QIANZHAOGONGCHANGBIXUBAOZHENGTIGONGCHONGZUDEDIANCHILAIMANZUSHICHANGDEXUQIU。QITAQICHEGONGSIDERIZIJIUBUHAOGUOLE,YINWEITAMENBUJINYAOSHEJICHULEISIFENGGEDEQICHE,HAIYAOXUNZHAOHESHIDEGONGYINGSHANGLAITIGONGGENGDUODIANCHI。

皇家三张官网 DANSHIJUYEJIEZHUANJIACHENG,TESILAZAIDIANCHISHANGDEDAODEYOUSHIBINGBUHUIYONGYUANBAOCHIXIAQU,QITADIANCHICHANGSHANGKENENGHUIZAIYIDAOLIANGNIANNEIGANSHANGLAI。DANSHILIANGNIANSHIJIANZUYIWEITESILATIGONGJUDADEJINGZHENGYOUSHILE,ZHEIBUDANKEYIQUELITESILAZAIDIANDONGQICHELINGYUDELINGXIANDIWEI,ERQIEHAIKEYIRANGTESILAJUBEIJINYIBUTOUZIDETIAOJIAN,BANGZHUTASHIZHONGBIJINGZHENGDUISHOULINGXIANYIBU。

为什么特斯拉决定把宝押在电池上?

皇家三张官网 TESILASHOUXIZHIXINGGUANAILONG-MASIKE(Elon Musk)ZAOJIUYUJIANDAODIANCHIXUQIUHUIDAFUZENGZHANG,TAZAI2013NIANJIUTICHULEJIANZAOQIANZHAOGONGCHANGDEJIHUA。QIANZHAOGONGCHANGQUNIANKAISHITOUCHAN,TESILAXIWANGTABUDANKEYIZAIJINGZHENGDUISHOUDEDIANCHIGONGYINGZHUOJINJIANZHOUSHIMANZUTESILADUIDIANCHIDEXUQIU,ERQIEHAINENGTONGGUOGUIMOJINGJIXIAOYINGJIANGDIDIANCHISHENGCHANCHENGBEN。

皇家三张官网 YUJITESILAJIANGZAIJINNIANXIAJITUICHUModel 3,QIANZHAOGONGCHANGYITIQIANSHUYUEKAISHIYUNYING。Model 3DESHOUJIAZHIYOU3.5WANMEIYUANZUOYOU,TESILAWEIZHEIKUANXINCHEZHIDINGDENIANXIAOLIANGMUBIAOWEISHUSHIWANLIANG。RUGUOModel 3SHANGSHIHOUDAMAI,BIRANHUIDUIQITAQICHECHANGSHANGZAOCHENGYALI。NEIXIEQICHECHANGSHANGJIANGZHENGXIANKONGHOUDITIGAOLIANJIADIANDONGQICHECHANLIANGYIBIANYUModel 3JINGZHENG。DANSHITAMENMEIYOUZIJIDEQIANZHAOGONGCHANG,YINCIKENENGMIANLINZHEDIANCHIGONGYINGBUZUDEWENTI。

皇家三张官网 AxiosDEJIZHESIDIFU-LAIWEN(Steve LeVine)CENGJINGXIEGUOYIBENGUANYUDIANCHIXINGYEDESHU,TASHUO:“MASIKESHIYIGEFUYOUYUANJIANDEREN,TACONGYIKAISHIJIUYIZHIYONGYUMAOXIAN。XIANGFAN,DITELVDENEIXIECHUANTONGQICHECHANGSHANGZAIZHEIFANGMIANYIZHIBIAOXIANDEYOUYOUYUYUDE。”

MASIKEDEDADANZHANLVENENGFOUZOUXIAO?WEILAILIANGNIANNEIJIUNENGJIANFENXIAO。

鸡与蛋的问题

TESILADUIQIANZHAOGONGCHANGTOURULEDALIANGZIJIN。TESILAZUICHUDEYUSUANSHI50YIMEIYUAN,DANSHIQIJINWEIZHITAYEMEIYOUGONGBUGUOGONGSISHIJIXIANGQIANZHAOGONGCHANGTOURULEDUOSHAOQIAN。QIANZHAOGONGCHANGSHITESILAHESONGXIAHEZIZUJIANERCHENG,TONGSHIHAIDEDAOLENEIHUADAZHOUZAISHUISHOUJIANMIANSHANGTIGONGDEZHICHI。

皇家三张官网 TESILASHOUXIJISHUGUANSITELAOBEIER(JB Straubel)ZAI2014NIANFABIAOYANJIANGSHIPILULEQIANZHAOGONGCHANGBEIHOUDEZHANLVE。TASHUO:“NENGYUANCUNCHULINGYUDEZENGZHANGQIANLIFEICHANGJINGREN,WOMENJIANGTONGGUOYIJIAGONGCHANGBAQUANSHIJIEDENENGYUANCUNCHUCHANNENGTIGAOYIBEI。ZHEISHIYIGEZENGZHANGQI,WOMENJIANGZHONGSUZHENGGEGONGYINGLIANYIJIDIANCHISHENGCHANFANGSHI。WOMENJIANGJIECIJIHUIJIANGDISUOYOUZUJIANDECHENGBEN。”

TESILAXIANGXIN,JIANLIZHEIYANGYIGECHANNENGKANBIQUANSHIJIEQITASUOYOUDIANCHISHENGCHANCHANGCHANNENGZHIHEDEPANGDAGONGCHANGYOUZHUYUDAFUJIANGDICHENGBEN。

皇家三张官网 SITELAOBEIERZAI2014NIANSHUO:“WOMENJIANGJINRUDIANCHIZHIZAOLIUCHENGDEZUISHANGYOU,WOMENJIANGZHUISUDAOYUANCAILIAODELAIYUAN。RUGUONINENGTIGAOCHANLIANGHEGOUMAILI,SHENZHIZHEIXIEYUANCAILIAODECHENGBENYENENGJIANGDI。”

皇家三张官网 CHULETESILAHEQIANZHAOGONGCHANGHEZUOHUOBANSONGXIAGONGSI,MEIYOURENZHIDAOTESILASHIFOUSHIXIANLEJIANGDICHENGBENDEMUBIAO。DANSHILAIWENBIAOSHI,YANJIUBIAOMINGTESILASHEDINGDEJIANGDICHENGBENMUBIAOSHIKEYISHIXIANDE。

皇家三张官网 LAIWENSHUO:“RUGUONIKEYISHENGCHAN10WANLIANGQICHE(DANGRANXIANZAIMEIRENZHEIMEGAN),JIUHUIZAICHENGBENBIANDONGQUXIANSHANGFAXIANYIGEMINGXIANDEGUAIDIAN。ZHEIJIUSHIQIANZHAOGONGCHANGZHUIQIUDEMUBIAO,JIWEI10WANLIANGSHENZHIGENGDUODEQICHESHENGCHANDIANCHI,DADAOCHENGBENJIANGDIDEGUAIDIANCHUXIANDETIAOJIANYIXIANGSHOUGUIMOJINGJIDAILAIDEYOUSHI。”

JIANLIRUCIDAGUIMODEDIANCHISHENGCHANCHANGSHIFENGXIANJIGAODE,YOUQISHIDUITESILAZHEIYANGYIJIAXIAOGONGSILAISHUO。QIANZHAOGONGCHANGDEMUBIAOSHIMEINIANWEI50WANLIANGQICHETIGONGZUGOUDEDIANCHI,TAYUJIZIJISHEZAIJIAZHOUFEIMENGTESHIDEQICHESHENGCHANCHANGMEINIANKEYISHENGCHAN50WANLIANGQICHE。

SUIRANTESILA2013NIANJINMAICHU22450LIANGQIJIANQICHEModel S,DANTANEIGESHIHOUJIUTICHUJIANZAOQIANZHAOGONGCHANGDESHEXIANGLE。RUGUO50WANLIANGQICHEDEXUQIUBUNENGZAI2018NIANDUIXIAN,TESILAHUIFAXIANZIJICHUYUYIGEFEICHANGGANGADEJINGDI,SUIRANZUOYONGYIJIACHANNENGFEICHANGPANGDADEDIANCHISHENGCHANCHANG,DANTABINGBUXUYAONEIMEDUODIANCHI。DANGRAN,TESILAYESHUOGUO,ZHEIXIEDIANCHIHAIKEYIYONGYUJIADIANSHEBEIHEQITADIANLIXITONG。

皇家三张官网 DANSHIMASIKERENWEIXIANZAIBIXUTUOZHANTESILADEYEWUGUIMO。TAZAI2015NIANDESHIHOUSHUOGUO:“WORENSHISUOYOUDEGONGYINGSHANG,WOKEYIFUZERENDIGAOSUNI,TAMENBINGBUZANCHENGTOUZISHUSHIYIMEIYUANQUJIANDIANCHISHENGCHANCHANG。ZHEISHIYIGEJIYUDANDEWENTI,QICHEGONGSIBUNENGXIANGDIANCHIGONGYINGSHANGBAOZHENGTAMENYIDINGHUIXUYAODALIANGDEDIANCHI,YINWEITAMENBUNENGBAOZHENGKEYIMAICHUZUGOUDUODEDIANDONGQICHE。YINCIWOJIUMINGBAILE,RUGUOWOMENZIJIMEIYOUZHEIYANGPANGDADEDIANCHISHENGCHANCHANG,WOMENJIUDEBUDAOZUGOUDUODELIDIANCHI,MEIYOURENHUIBANGWOMENSHENGCHANZHEIMEDUODEDIANCHI。”

皇家三张官网 MASIKESHUO:“DAXINGQICHECHANGSHANGFEICHANGJINSHEN,TAMENXIANGKANDAOZHEIZHONGZHANLVEZAIQITAGONGSICHENGGONGLECAIHUIPIZHUNHEZHIXINGZHEIYANGDEJIHUA。”

MINGNIAN,WOMENJIUNENGKANDAOMASIKEYABAODIANCHIDEZHANLVESHIFOUZOUXIAO。TESILAJULINIANCHAN50WANLIANGQICHEDEMUBIAOHAIYOUHENZHANGYIDUANLUYAOZOU,DANSHITAYIJINGJIEDAO40WANLIANGModel 3YUDINGDAN,YUJIFEIMENGTESHIDESHENGCHANCHANGJIANGZAIJINNIANWANXIESHIHOUKAISHISHENGCHAN。RUGUOKEHUMENJIESHOUBINGXIAIModel 3BINGQIEFEIMENGTESHIDESHENGCHANCHANGNENGGOUTIGAOSHENGCHANGUIMO,NEIMEQIANZHAOGONGCHANGJIUNENGBANGZHUTESILAZAIDIANDONGQICHELINGYUYUANCHAOSUOYOUDEJINGZHENGDUISHOU。

LINGYIFANGMIAN,RUGUOModel 3SHANGSHIHOUDEKOUBEIBUJIA,HUOZHEFEIMENGTESHIDESHENGCHANCHANGTUOLETESILADEHOUTUI,NEIMEJIEGUOJIUHUIJITESILADECAIBAOYEJIZAOCHENGZAINANXINGDEYINGXIANG,QIANZHAOGONGCHANGDEDALIANGCHANNENGJIUHUIBEIXIANZHIQILAI。

特斯拉的千兆工厂如何转化为长期竞争优势?

皇家三张官网 DANGRAN,JIBIANQIANZHAOGONGCHANGDEZHANLVEZOUXIAO,YEBUZUYIZHICHIHUAERJIEJIYUTESILACHENGDURUCIZHIGAODELEGUANYUQI。JISHITESILAMEINIANSHENGCHAN50WANLIANGModel 3,YEGANBUSHANGJINGZHENGDUISHOUDEQICHECHANLIANG,ERQIEQITAQICHECHANGSHANGCHIZAOHUIJIEJUEDIANCHIGONGYINGWENTI。

皇家三张官网 WENTIDEGUANJIANZAIYUTESILANENGFOUJIANGQIANZHAOGONGCHANGDAILAIDETIANSHIYOUSHIZHUANHUAWEITAZAIDIANDONGQICHELINGYUDEZHANGQIJINGZHENGYOUSHI。

Total Battery ConsultingDEDIANCHIZHUANJIAMEINAHEMU-ANDEMAN(Menahem Anderman)DUICICHIHUAIYITAIDU。TAZHICHU,BUSHAOHAIWAIDIANCHICHANGSHANGYOUQISHILGHESANXINGYEZAIDALITOUZIYITIGAODIANCHICHANNENG。

ANDEMANZAIJIESHOUCAIFANGSHICHENG:“RUGUOQICHECHANGSHANGYOUXUQIU,ZHEIXIEDIANCHICHANGSHANGKEYIXUNSUTIGAOCHANNENG。”TAHAISHUO,LGYIJINGDAFUJIANGDILEDIANCHIJIAGE,ZHEIKENENGHUIXUERUOTESILADECHENGBENYOUSHI。

皇家三张官网 ANDEMANCHENGREN,RUGUOModel 3DESHICHANGXUQIUHENGAO,TESILAQUESHIHUIHUODEXIANFAYOUSHI。TASHUO:“RUGUOSHICHANGXUQIUHENGAO,TAMENQUESHIHUIHUODEYIDINGDEYOUSHI,DANBUHUIHENDA。”

ZHEIYESHIXIANFAYOUSHIZHISUOYIZHONGYAODEYUANYIN。RUGUOTESILANENGGOUZAI2018NIANSHIXIANNIANCHAN50WANLIANGQICHEDEMUBIAO,TAJIUKEYIWEIWEILAIJINIANZHIDINGGENGGAODECHANLIANGJIHUA。TAJIANGTONGGUOQIANZHAOGONGCHANGDECHUBUCHENGGONGJILEIDAOFENGFUDEZHISHIHEJINGYAN,TONGSHIJIANLIQIJIANSHEGENGDAGUIMODIANCHISHENGCHANCHANGDEXINXIN。XIANGBIZHIXIA,QITAQICHECHANGSHANGQUEFAZHEIXIEJINGYAN,SHIZHONGBITESILALUOHOUYIBU。

苹果皇家三张官网就是一个很好的例子。苹果通过一项战略取得了巨大的成功,那就是通过大宗的长期订单保证关键组件比如液晶显示屏的充足供应,同时还可以尽可能压低那些关键组件的成本。苹果能这样做是因为它每年只生产数量有限的几款产品,而且它有大量的忠实粉丝,能够保证这些产品的销量十分可观。产品销量有保证可以减轻苹果承担的风险,相比之下,其他智能手机厂商无法轻易预测出哪些产品能够畅销。

RUGUODIANCHIGONGYINGSHANGDEZAOQIYOUSHINENGRANGTESILAZAI2018NIANHE2019NIANMAICHUBIQITAQICHECHANGSHANGDUODEDIANDONGQICHE,BINGQIEWEITESILADAILAIGENGDUOYONGHU,TESILAJIUNENGCHENGWEIDIANDONGQICHEXINGYEDE“PINGGUOGONGSI”。

降低电池成本意味着特斯拉的财务业绩会越来越好

DIANDONGMADABICHUANTONGQICHESUOYONGDENEIRANJIZAOJIADILIAN,JIEGOUYEGENGJIANDAN。DANSHIDAOMUQIANWEIZHI,DIANDONGQICHEDEZAOJIAQUEBICHUANTONGQICHEANGGUIDEDUO。YUANYINHENJIANDAN:DIANCHIZAOJIATAIGAO。ANDEMANGUJI,YILIANGSHOUJIA3.5WANMEIYUANDEModel 3SUOPEIDEDIANCHIZAOJIADAYUEWEI9000MEIYUAN,BIQITARENHEZUJIANDEZAOJIADOUYAOGAO。

DANSHIDIANCHIDESHENGCHANCHENGBENYIZHIZAIWENBUXIAHUA,DAGAIMEINIANKEYIXIAJIANG7%。JUYENEIZHUANJIAYUCE,DIANCHISHENGCHANCHENGBENXIAHUADEQUSHIHAIJIANGCHIXUXIAQU。YINCI,TESILAQICHEDEJINGJIJIANGZAIWEILAIJINIANNEIWENDINGGAISHAN。MEINIAN,TESILAQICHESHANGZAOJIAZUIGUIDEZUJIANDOUHUIBIANDEBIANYIYIDIAN。CHUANTONGQICHEZUJIANDESHENGCHANCHENGBENBUKENENGBAOCHIZHEIYANGDESUDUXIAHUA。

HENKUAI,WOMENJIUHUIFAXIANDIANDONGQICHEDESHOUJIABICHUANTONGQICHEDESHOUJIAHAIYAOBIANYI。PENGBOSHEFENXIHOUFAXIAN,YONGYOUYILIANGDIANDONGQICHEDEZONGCHENGBENKENENGHUIZAI2022NIANJIANGDAOYONGYOUYILIANGCHUANTONGQICHEDEZONGCHENGBENZHIXIA。DUIYUTESILADESHOUZHIPINGHENGBIAOLAISHUO,ZHEIKENENGSHIZUIDADELIHAOXIAOXI。

BUKANHAOTESILADETOUZIZHEKENENGHUIZHICHU,QICHESHUYUDILIRUNLVCHANPIN,YINCITESILAZAIQICHEYEWUSHIXIANYINGLIDEQINGKUANGXIAYEBUNENGQUDEJUDADECHENGGONG。DANNEISHIYINWEIXIANZAITESILAXIAOSHOUDEQICHEBIDITELVQICHECHANGSHANGXIAOSHOUDECHUANTONGQICHEGENGGUI。YAOBULEJINIAN,CHUANTONGQICHEDESHIJIJIAGEJIUHUIBIDIANDONGQICHEGENGGAO,ERQIELIANGZHEZHIJIANDECHAJUHAIHUIZHUNIANLADA。

RUGUONEISHITESILANENGGOUCHENGWEILINGXIANDEDIANDONGQICHECHANGSHANG,TADECAIWUYEJIJIUHUIFEICHANGJINGLI。SUIZHECHENGBENXIAJIANGDESUDUBIJINGZHENGDUISHOUGENGKUAI,TADELIRUNLVBIRANHUIYUELAIYUEGAO;SUIZHEYUELAIYUEDUODEKEHUCONGCHUANTONGQICHEZHUANXIANGDIANDONGQICHE,TESILAZAIKUODACHANNENGFANGMIANHUIYOUGENGDADELINGHUOXING。

转载请注明电动之家

1.BENZHANZUNXUNXINGYEGUIFAN,RENHEZHUANZAIDEGAOJIANDOUHUIMINGQUEBIAOZHUZUOZHEHELAIYUAN;2.BENZHANDEYUANCHUANGWENZHANG,QINGZHUANZAISHIWUBIZHUMINGWENZHANGZUOZHEHELAIYUAN,BUZUNZHONGYUANCHUANGDEXINGWEIWOMENJIANGZHUIJIUZEREN;3.ZUOZHETOUGAOKENENGHUIJINGWOMENBIANJIXIUGAIHUOBUCHONG。

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