车企自研是伪命题，只_老虎社区_美港股上老虎 - 老虎社区

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JYLiu
09-30

车企自研是伪命题，只是参股企业吧了，就那点资金能演出什么东西来。

为何还要自研电池李想回应三方面原因

日前，工信部旗下媒体中国工信新闻刊发评论文章《“去宁德化”论调要不得》，针对行业内持续发酵的“去宁德化”舆论作出表态。文章强调，这一说法本身就是一场舆论闹剧，不应当把车企正常的供应链调整，曲解为排斥本土龙头企业、制造整车厂与动力电池企业的对立。

为何还要自研电池李想回应三方面原因

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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舆论作出表态。　　文章强调，这一说法本身就是一场舆论闹剧，不应当把车企正常的供应链调整，曲解为排斥本土龙头企业、制造整车厂与动力电池企业的对立。　　就在今日，理想汽车CEO李想也发长文进行了回应，李想表示，最近有一种说法，认为自研就是要“去XX化”，就是要跟供应商搞对立，事实恰恰相反。　　李想特别感谢了宁德时代在理想汽车发展过程中发挥的重要作用，同时还回应了“既然有了这么好的伙伴，理想为什么还要坚持电池的深度自研？”的问题，李想称，说到底是三件事：　　第一，让用户体验领先行业标准，把未被满足的需求先做出来。　　用户其实不关心底层的电化学术语，他们更关心：续航会不会打折？长途补能要等多久？极寒极热时性能稳不稳定？安全底线怎么保证？　　理想汽车从行业首款增程大电池，到突破物理极限的5C超充，再到磷酸铁锂电池的低温性能、电量准确性和长寿命，这些电池本身硬核指标的跨越，市场上往往没有现成的方案。　　这就需要我们自己先下场蹚水，深入材料级研发和底层科学探索，找到可能的技术路径，把最难的骨头啃下来。　　第二，让电池成为智能汽车的一部分，实现整车体验“1+1>2”的飞跃。　　我们认为，电池绝不是孤立的零部件，它和整车必须是一个完整的生命体，要全链路打通。　　我们将电芯、PACK、BMS、热管理、电驱和整车控制彻底打通，这种深度融合带来的“1+1>2”会是什么？不仅是整个系统的安全和质量提升，还能在用户车交付几年之后，依然能通过OTA不断进化，充电策略可以优化，能量管理可以优化，低温表现可以持续变好。　　比如，理想自研的高压SiC电驱系统SPD（包含驱动电机、采用自研SiC功率模块的电控、减速传动结构及热管理系统等），由理想围绕整车需求进行深度定义、研发和集成并上车（理想i8和i6的后驱版全部使用理想自研电驱系统），上市满 6 个月的累计故障率，相比理想此前采用的行业优秀电驱方案改善约2倍，上市满12个月后，改善约5.7倍。　　这不是某一个零部件单独变得更好，而是电机、电控、热管理、整车控制和制造质量协同优化的结果。系统级的深度研发与集成，能够让安全、质量、性能和寿命持续提升。自研电芯和电池，是理想电能系统最后一个补齐的板块。　　第三，全生命周期的数据打通，让用户不需要为产业链分工买单。　　物理的电池，最终要成为数据的电池。打通电池与整车的数据，是电池专业化更高的层次。　　一块电池背后有材料研发、电芯制造、PACK生产等复杂的产业链分工，但用户买的是理想汽车整车。通过理想连山系统（我们自研的全生命周期质量智能监测系统，2021年立项，2022年在整车产线上部署，2024年开始在供应商合作伙伴的产线上部署打通），我们打通了从上游材料、电芯制造、PACK生产到用户使用的全生命周期数据，每一颗电芯都可追溯、可定位。　　这种数据打通的价值在于：生产过程中的任何微小异常，我们都能提前预警，在装车交付前就完成排查；在用户感受到隐患之前，就把问题解决掉。同时，这也保证了售后服务和维修标准的绝对统一。　　用户不需要去管不同供应商的标准差异，更不需要为此承担额外成本。无论产业链怎么分工，出了问题，用户找理想就够了，让安全和服务更上一个台阶，真正实现“1+1>2”。　　李想称，时代在变化，我们评价变化的唯一标准，就是能不能为用户创造更大的价值：交付更好的产品，提供更好的服务，带来更好的体验。　　为用户而改变，是理想汽车所有选择最终的出发点。理想从不希望“去XX化”，反而更欢迎每一位优秀的伙伴，跟理想实现深度打通，一起把用户体验做到极致。（文章来源：快科技）","news_type":1,"symbols_score_info":{"300750":1.85,"LIT":0.6,"CXSE":0.6,"03750":1.85,"02015":1.96,"LI":1.96,"EVS.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":347,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":61,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}