特斯拉4680电池项目遇重大挫折_老虎社区_美港股上老虎

特斯拉4680电池项目遇重大挫折

车质网10:13

特斯拉4680电池项目遭遇重大挫折。其正极材料供应商L&F公司近日公告，与特斯拉的供货合同价值从原约29亿美元骤降至仅约4.7万元人民币，跌幅达99.99%。L&F仅以“供货量变化”解释，暗示特斯拉4680电池量产远未达预期。该电池自2020年发布以来，因无极耳设计和干电极工艺技术难度高，良品率低，难以大规模生产。目前4680电池仅用于Cybertruck，但该车型2024年销量预计仅3.5万至5万辆，远低于马斯克“百万辆”目标。尽管特斯拉推出免息贷款刺激销售，效果仍有限。业内对4680电池前景普遍持疑，宁德时代董事长曾毓群更曾直言其“会失败”。

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