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扫码加钉群 十万创业者 与你为伴

欧洲市场上的中国力量:新款特斯拉 Mod

比亚迪刀片电池出现问题频次较高

一股来自东方的神秘力量......

还记得三月份韩媒曝出有关「特斯拉叫停与比亚迪的电池合作」的新闻吗?除了曝出暂停合作的消息,韩媒还煞有其事地造出了特斯拉三大停止合作的理由:

-比亚迪刀片电池出现问题频次较高

-使用中国制造的刀片电池与美国本土补贴政策发生冲突

-比亚迪在全球化业务过程中与特斯拉形成了直接的竞争关系

韩媒苦心罗列了比亚迪电池的「三宗罪」,大概率为了给自家的 LG 电池「上位」造势,有模有样的说辞,吃瓜群众一时间还真差点给「别有用心」的韩媒唬住了。

只不过,韩媒的妄想很快就被击碎。马斯克本人在推特上对双方暂停合作的传闻做出了正面回应——「That media report is false. Relation between Tesla and BYD are postive.」(终止合作是假消息,特斯拉与比亚迪的合作关系是积极的。)

马斯克亲自下场的辟谣及时有力地回击了韩媒曝出的「双方暂停合作」传闻,整个市场对比亚迪的质疑声也逐渐消退。

值得玩味的是,这事到这还没有算完,就在昨天特斯拉被曝出了与比亚迪电池业务的新进展,这个爆料消息也进一步佐证了特斯拉与比亚迪正保持着积极合作关系。

根据德国媒体 TeslaMag.de 报道:特斯拉在柏林超级工厂投产搭载比亚迪电池的后驱版 Model Y,预计在下周开始交付。

图片来自:TeslaMag.de

比亚迪与特斯拉的电池合作早就有迹可循,根据有关爆料,比亚迪从去年就开始为特斯拉的欧洲车型提供 10 GWh 动力电池,而实装刀片电池的特斯拉纯电车型也进入了最终测试阶段。

与外界错愕惊讶的反应相比,比亚迪电池版 Model Y 的「开花结果」更像是比亚迪与特斯拉的电池合作的「水到渠成」。

搭载比亚迪电池的 Model Y 标志着特斯拉与比亚迪携手迈向了更深的合作,对于双方来说意义重大。

特斯拉首开纪录只为高效降本

比亚迪电池版 Model Y 的推出不仅仅是特斯拉在欧洲市场「首开纪录」,还承载着特斯拉在欧洲市场进一步高效降本的美好期望,这与特斯拉「This Year We Kill The ICE」——在欧洲市场「杀死」传统内燃机汽车的计划不谋而合。

图片来自:Bloomberg

尽管 Model Y 已经成为了欧洲市场最畅销的车型,但想要在欧洲市场稳固领先身位,实现全面超越传统内燃机汽车,光靠 Giga Berlin 的产能提升显然是不够的。特斯拉需要更多高效降本的手段带来更大的成本控制空间,从而掌握「杀死 ICE」的市场主动权。

高效降本从改变产地,扭转进出口关系开始。

比亚迪电池版 Model Y 是特斯拉首次在欧洲本土市场生产 LFP(磷酸铁锂)电池的纯电车型,在过往的欧洲市场,所有 Model Y 基础版来自于中国上海超级工厂的生产出口。

基础版走量车型需要依赖上海超级工厂的出口,就难以避免交付时间延长的问题,不仅阻碍着销量潜力的解放,还无法彻底地利用 Giga Berlin 升级后的产能优势。

特斯拉早就为欧洲本土产能的提升做了详尽的准备。在今年的 3 月初,特斯拉提交了 Giga Berlin 的扩建申请,在特斯拉的预想蓝图中 Giga Berlin 需要承担每年超过 100 万台车辆的产能要求,虽然还没有彻底完成产能升级,但现阶段 Giga Berlin 的年运行率已经达到了 26 万台,具备一周内生产 5000 台汽车的能力。

图片来自:Emanual Online

将 Model Y 基础版走量车型生产转移到本土,特斯拉为市场提供了更多的车型选择,在更好地释放欧洲市场销量潜力的同时匹配上了 Giga Berlin 日益高涨的产能,进一步降低这款欧洲「销冠」的成本。

高效降本还可以从「更小杯更强悍」的电池上做文章。

相对比使用宁德时代电池的基础版 Model Y,搭载比亚迪电池的 Model Y 电池容量更「小杯」。「小杯」未必代表着「缩水」,与宁德时代的磷酸铁锂电池相比,比亚迪的电池更有竞争力。使用宁德时代电池的 Model Y 电池容量为 60 kWh,续航里程为 455 km;而比亚迪电池版的 Model Y 电池容量为 55 kWh,续航里程达到 440 km。

图片来自:Bloomberg

比亚迪电池容量相比宁德时代电池减少 5 度,实际的续航里程却平分秋色,搭载比亚迪电池的 Model Y 做到了「降价不减量」,更低的电池成本带来几乎同等的续航里程,这一笔账正对特斯拉高效降本的胃口。

同时,在电池结构上比亚迪电池为特斯拉暂时解决了一个稍显「窘迫」的问题。特斯拉原本打算在这款基础版 Model Y 身上使用自家的 4680 电池组,但 4680 电池组与车身的底盘一体化,让特斯拉的供应有些吃力,而比亚迪 CTB 电池一体化技术路线与特斯拉 4680 电池结构相似,「照搬」比亚迪的电池技术为特斯拉解决了供应窘况。

电池供应商「扩列」,提升电池采购的话语权。特斯拉的电池供应商名单长期以来都是 LG、松下以及宁德时代「三足鼎立」,但比亚迪的加入打破了这个「微妙」的平衡,在一定程度上来说,特斯拉的电池供应商扩列,让窄小的「供应圈」竞争更加激烈,特斯拉的订单话语权变大了。

特斯拉联手比亚迪在欧洲市场的「首开纪录」,让特斯拉在更高效降本的路上收获颇丰。

比亚迪电池业务的新纪元

比亚迪成为了特斯拉第四家电池供应商,有趣的是这也将会是特斯拉首次与中国汽车品牌厂商达成电池合作,可以说是又一个国产电池的业务「里程碑」。

比亚迪的电池业务并非异军突起,绵长的战线在 2022 年得到了很好的沉淀。在比亚迪的 2022 年全年财报中可以找到比亚迪电池业务相关的情况。

从子公司的报表来看,主要提供动力电池的无为弗迪电池有限公司全年营收达到 178 亿元,净利润高达 23.7 亿元,粗略算下来的利润率达到了 13.3%,为 2023 年的电池装机量冲刺打下了基础。

除了在新能源车型上的高歌猛进,2023 年第一季度中比亚迪继续为动力电池业务做出了卓越的努力。比亚迪 Q1 动力电池装机量为 21.5 GWh,同比暴增 115%。同时期全球动力电池装机总量为 133 GWh,同比增长了 38.29%,比亚迪占据了其中约 16.1% 的市场份额,相比 2022 年同期的市场份额增长了接近 6%。

图片来自微博@痛快舒畅

值得一提的是,「竞争对手」 LG 新能源 Q1 装机量 19.3 GWh,同比增长 37.86%。比亚迪完成对 LG 新能源的动力电池装机量超越,成为全球第二大动力电池厂商。

至此,成为全球第二大动力电池厂商并且与特斯拉「强强联手」之后,比亚迪的电池业务迈入了「新纪元」。

特斯拉与比亚迪的电池联手,就像是数码界苹果与三星的「强强联手」,高度竞合之下特斯拉收获了更强效的降本成果,而比亚迪也进入了特斯拉电池采购的最终「牌桌」。