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- 路者路者
  ·2022-06-19
  $小米集团-W(01810)$何时回本？
  2,704 评论
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- 路者路者
  ·2022-05-05
  $小米集团-W(01810)$何时涨？
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- 路者路者
  ·2022-05-03
  $小米集团-W(01810)$跌了
  3,651 1
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- 路者路者
  ·2022-04-24
  $小米集团-W(01810)$惨
  3,643 评论
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- 路者路者
  ·2022-04-19
  $小米集团-W(01810)$跌！
  3,543 评论
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- 路者路者
  ·2022-04-13
  $小米集团-W(01810)$总是跌
  2,976 评论
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- 路者路者
  ·2022-04-08
  $小米集团-W(01810)$升
  3,018 评论
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- 路者路者
  ·2022-04-01
  $唯品会(VIPS)$小涨
  3,105 评论
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- 路者路者
  ·2022-03-28
  $普普文化(CPOP)$涨起来
  3,385 评论
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- 路者路者
  ·2022-03-25
  好
  拟采用比亚迪电池，蔚来和小米汽车开拓多点供应商
  蔚来和弗迪电池的定点合作在春节前已经敲定，采用比亚迪的磷酸铁锂电池。
  拟采用比亚迪电池，蔚来和小米汽车开拓多点供应商
  3,237 评论
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href=\"https://laohu8.com/S/CPOP\">$普普文化(CPOP)$</a>涨起来","text":"$普普文化(CPOP)$涨起来","images":[{"img":"https://static.tigerbbs.com/1636efb211c9a71b604f490107bf1911","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610914223","isVote":1,"tweetType":1,"viewCount":3385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":637400996,"gmtCreate":1648182659675,"gmtModify":1648182659675,"author":{"id":"3578106025330153","authorId":"3578106025330153","name":"路者","avatar":"https://static.tigerbbs.com/3e81721e3270680c258be99b87685409","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578106025330153","authorIdStr":"3578106025330153"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637400996","repostId":"1175843897","repostType":2,"repost":{"id":"1175843897","kind":"news","pubTimestamp":1648181259,"share":"https://www.laohu8.com/m/news/1175843897?lang=&edition=full","pubTime":"2022-03-25 12:07","market":"hk","language":"zh","title":"拟采用比亚迪电池，蔚来和小米汽车开拓多点供应商","url":"https://stock-news.laohu8.com/highlight/detail?id=1175843897","media":"36氪","summary":"蔚来和弗迪电池的定点合作在春节前已经敲定，采用比亚迪的磷酸铁锂电池。","content":"<html><head></head><body><p>作者：李勤</p><p><a href=\"https://laohu8.com/S/KRKR\">36氪</a>从多位知情人士处获悉，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>旗下的动力电池业务弗迪电池，正在新造车阵营积极开拓市场，其中就包括<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和小米汽车。</p><p>“蔚来和弗迪电池的定点合作在春节前已经敲定，采用比亚迪的磷酸铁锂电池。”消息人士告诉36氪。有知情人士透露，在去年下半年，多位蔚来电池人士曾频繁出入比亚迪的深圳坪山总部。</p><p>在汽车行业，车企向供应商发出定点信，即表达明确的合作意向，此后开始对产品进行一系列验证测试，如无重大变故，即进行批量采购。</p><p>本月早些时候，社交媒体上流传出蔚来CEO李斌陪同比亚迪董事长王传福参观蔚来合肥工厂的照片。关于双方的合作何时揭晓，有接近蔚来高层的行业人士告诉36氪：合作形式比较新，可以等等看。</p><p>与蔚来几乎同时期，另一家明星造车公司小米汽车也和弗迪电池签订了定点合作协议。36氪获悉，小米汽车首款车规划了高低两个配置，低配车型采用400V电压平台，计划使用比亚迪刀片电池，高配车型采用800V电压平台， “大概率使用<a href=\"https://laohu8.com/S/300750\">宁德时代</a>的产品，但合作细节还没有敲定。”</p><p>消息人士告诉36氪，比亚迪为了拿下这些明星造车项目合作，在商务条款上，给出了不少优惠。</p><p>针对上述消息，蔚来向36氪回复：暂无可披露的信息。比亚迪和小米的说法类似：尚没有官方信息可以提供。</p><p>蔚来销量在一路走高，电池需求量相应加大，尤其是为扩大市场份额，蔚来正向不同的价格区间拓展。36氪此前曾独家报道，蔚来为向下攫取更大市场，计划推出一个新的汽车品牌，该品牌内部代号为“ALPS（阿尔卑斯）”，车型售价在15万元到30万元之间。</p><p>此前，蔚来的动力电池由宁德时代独家供应，但蔚来掌舵人李斌曾公开表示，电池已经成为限制产能的一个因素。而寻求更多供应方，加大产能保障，成为行业通行做法。</p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>已经在实践这一策略，其同时合作了宁德时代、<a href=\"https://laohu8.com/S/300014\">亿纬锂能</a>、中创新航、<a href=\"https://laohu8.com/S/300207\">欣旺达</a>等动力电池公司，而据36氪了解，小鹏汽车和蜂巢能源也有定点项目在推进当中。</p><p>动力电池是新能源汽车产业中迅速成型的一块市场，龙头公司宁德时代早期凭借三元和高能量密度路线快速崛起，如今装机量盘踞全球首名，市值超过万亿规模。</p><p>而随着新能源汽车市场趋于明朗，需求飞涨，比亚迪弗迪电池、中创新航、<a href=\"https://laohu8.com/S/002074\">国轩高科</a>、蜂巢能源等动力电池公司，也在加速布局、拓展市场。</p><p>2020年3月，比亚迪宣布，动力电池业务独立为弗迪电池公司，加快对外销售。比亚迪电池此前的技术积累是磷酸铁锂电池，而新能源车主流市场对磷酸铁锂电池的接纳，成为比亚迪们的机会。</p><p>磷酸铁锂电池以成本低和安全性著称，但低温表现和能量密度欠佳，如今电池公司通过一系列结构设计，逐步改善了磷酸铁锂电池性能。例如，2020年，比亚迪推出刀片电池，通过结构改良，电池系统能量密度可达到140Wh/kg，可比肩三元锂电池。据36氪了解，比亚迪刀片二代电池还将对能量密度和快充能力做进一步改善。</p><p>随着小米、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、华为等科技巨头进场，传统车企转身，新能源汽车市场竞争日益加剧，这会投射在产品、价格、产能等方方面面，而这些都会向后传导给供应链，并推动动力电池市场格局快速演变。</p></body></html>","source":"36k","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拟采用比亚迪电池，蔚来和小米汽车开拓多点供应商</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n拟采用比亚迪电池，蔚来和小米汽车开拓多点供应商\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 12:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1668392712904457><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：李勤36氪从多位知情人士处获悉，比亚迪旗下的动力电池业务弗迪电池，正在新造车阵营积极开拓市场，其中就包括蔚来和小米汽车。“蔚来和弗迪电池的定点合作在春节前已经敲定，采用比亚迪的磷酸铁锂电池。”消息人士告诉36氪。有知情人士透露，在去年下半年，多位蔚来电池人士曾频繁出入比亚迪的深圳坪山总部。在汽车行业，车企向供应商发出定点信，即表达明确的合作意向，此后开始对产品进行一系列验证测试，如无重大变故...</p>\n\n<a href=\"https://36kr.com/p/1668392712904457\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/45e5e005a453a59287c71f4cbf428610","relate_stocks":{"002594":"比亚迪","01211":"比亚迪股份","00285":"比亚迪电子"},"source_url":"https://36kr.com/p/1668392712904457","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175843897","content_text":"作者：李勤36氪从多位知情人士处获悉，比亚迪旗下的动力电池业务弗迪电池，正在新造车阵营积极开拓市场，其中就包括蔚来和小米汽车。“蔚来和弗迪电池的定点合作在春节前已经敲定，采用比亚迪的磷酸铁锂电池。”消息人士告诉36氪。有知情人士透露，在去年下半年，多位蔚来电池人士曾频繁出入比亚迪的深圳坪山总部。在汽车行业，车企向供应商发出定点信，即表达明确的合作意向，此后开始对产品进行一系列验证测试，如无重大变故，即进行批量采购。本月早些时候，社交媒体上流传出蔚来CEO李斌陪同比亚迪董事长王传福参观蔚来合肥工厂的照片。关于双方的合作何时揭晓，有接近蔚来高层的行业人士告诉36氪：合作形式比较新，可以等等看。与蔚来几乎同时期，另一家明星造车公司小米汽车也和弗迪电池签订了定点合作协议。36氪获悉，小米汽车首款车规划了高低两个配置，低配车型采用400V电压平台，计划使用比亚迪刀片电池，高配车型采用800V电压平台， “大概率使用宁德时代的产品，但合作细节还没有敲定。”消息人士告诉36氪，比亚迪为了拿下这些明星造车项目合作，在商务条款上，给出了不少优惠。针对上述消息，蔚来向36氪回复：暂无可披露的信息。比亚迪和小米的说法类似：尚没有官方信息可以提供。蔚来销量在一路走高，电池需求量相应加大，尤其是为扩大市场份额，蔚来正向不同的价格区间拓展。36氪此前曾独家报道，蔚来为向下攫取更大市场，计划推出一个新的汽车品牌，该品牌内部代号为“ALPS（阿尔卑斯）”，车型售价在15万元到30万元之间。此前，蔚来的动力电池由宁德时代独家供应，但蔚来掌舵人李斌曾公开表示，电池已经成为限制产能的一个因素。而寻求更多供应方，加大产能保障，成为行业通行做法。小鹏汽车已经在实践这一策略，其同时合作了宁德时代、亿纬锂能、中创新航、欣旺达等动力电池公司，而据36氪了解，小鹏汽车和蜂巢能源也有定点项目在推进当中。动力电池是新能源汽车产业中迅速成型的一块市场，龙头公司宁德时代早期凭借三元和高能量密度路线快速崛起，如今装机量盘踞全球首名，市值超过万亿规模。而随着新能源汽车市场趋于明朗，需求飞涨，比亚迪弗迪电池、中创新航、国轩高科、蜂巢能源等动力电池公司，也在加速布局、拓展市场。2020年3月，比亚迪宣布，动力电池业务独立为弗迪电池公司，加快对外销售。比亚迪电池此前的技术积累是磷酸铁锂电池，而新能源车主流市场对磷酸铁锂电池的接纳，成为比亚迪们的机会。磷酸铁锂电池以成本低和安全性著称，但低温表现和能量密度欠佳，如今电池公司通过一系列结构设计，逐步改善了磷酸铁锂电池性能。例如，2020年，比亚迪推出刀片电池，通过结构改良，电池系统能量密度可达到140Wh/kg，可比肩三元锂电池。据36氪了解，比亚迪刀片二代电池还将对能量密度和快充能力做进一步改善。随着小米、百度、华为等科技巨头进场，传统车企转身，新能源汽车市场竞争日益加剧，这会投射在产品、价格、产能等方方面面，而这些都会向后传导给供应链，并推动动力电池市场格局快速演变。","news_type":1,"symbols_score_info":{"002594":0.9,"00285":0.9,"01211":0.9}},"isVote":1,"tweetType":1,"viewCount":3237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}