换电池之后，特斯拉Model Y要开始屠杀了？

虎嗅2021-07-08

更便宜的特斯拉又来了。 7月8日，特斯拉官方微博发文表示，国产特斯拉Model Y已正式上市，售价为27.6万元。较此前的长续航版Model Y下降7.19万元。标准续航版与长续航版价格差异的主要原因是电池不同。据一位接近宁德时代的人士透露，今日上市的标准续航版Model Y搭载的是宁德时代磷酸铁锂电池。更换电池后，标准续航版Model Y的续航里程为525km，较长续航版降低69公里。这一续航...

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粉海洋
2021-07-09
粉海洋
[微笑]
- 粉海洋:
  [可爱]
Ivan55
2021-07-08
Ivan55
Cun
Joker340110
2021-07-08
Joker340110
[真香]
- 麻浦靓仔:
  [害羞]

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href=https://www.huxiu.com/article/439829.html><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>更便宜的特斯拉又来了。\n7月8日，特斯拉官方微博发文表示，国产特斯拉Model Y已正式上市，售价为27.6万元。较此前的长续航版Model Y下降7.19万元。标准续航版与长续航版价格差异的主要原因是电池不同。据一位接近宁德时代的人士透露，今日上市的标准续航版Model Y搭载的是宁德时代磷酸铁锂电池。\n更换电池后，标准续航版Model Y的续航里程为525km，较长续航版降低69公里。这一续航...</p>\n\n<a href=\"https://www.huxiu.com/article/439829.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSLA","symbol_name":"特斯拉","start_time":0,"source_url":"https://www.huxiu.com/article/439829.html","article_id":"2149100183","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/6c245d54ade1a19951c7ef77ff9de31e"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2149100183","pubTimestamp":1625738016,"sourceInfo":{"source_id":"highlight_huxiu","name":"虎嗅网"},"weMediaInfo":null,"summary":"更便宜的特斯拉又来了。\n7月8日，特斯拉官方微博发文表示，国产特斯拉Model Y已正式上市，售价为27.6万元。较此前的长续航版Model Y下降7.19万元。标准续航版与长续航版价格差异的主要原因","collect":0,"end_time":0,"defaultTopTitle":"huxiu.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"TSLA":"特斯拉"},"translate_title":"After changing the battery, Tesla Motors Model Y will start killing?","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/dc6d639d736070151bedb88745823b77","symbols_score_info":{"TSLA":0.9},"content_text":"更便宜的特斯拉又来了。\n7月8日，特斯拉官方微博发文表示，国产特斯拉Model Y已正式上市，售价为27.6万元。较此前的长续航版Model Y下降7.19万元。标准续航版与长续航版价格差异的主要原因是电池不同。据一位接近宁德时代的人士透露，今日上市的标准续航版Model Y搭载的是宁德时代磷酸铁锂电池。\n更换电池后，标准续航版Model Y的续航里程为525km，较长续航版降低69公里。这一续航里程数据在搭载磷酸铁锂电池的车型中较为突出。\n另一个关键信息是，继国产Model 3后，Model Y也打入30万元以下的市场。30万元是汽车消费的一个关口， 预算在30万以内的消费者才是真正的购车主力。此外，15-30万元的区间也是目前国内新能源车企竞争最激烈的区间。\n对于购车者和竞争对手而言，这个价位的Model Y是颗炸弹。据特斯拉官方透露，标准续航版Model Y最快将于8月份交付。\n特斯拉还能降多少？\n自国产化后，降价就是特斯拉的主旋律。\n过去一年多时间里，特斯拉曾多次降价，而特斯拉Model 3的补贴后售价也一度下探至25万元内。\n事实上，在产量规模提升和零部件国产化程度提升的双重影响下，降价是一种必然。频繁降价，也使特斯拉得以迅速占领国内市场。但这次标准续航版Model Y价格的下探主要原因还是换电池了。\n此前，国产特斯拉Model 3也曾从三元锂电池换成了磷酸铁锂电池：国产Model 3标准续航升级版和长续航后轮驱动版在进行电池更替后，价格下降约4-5万元。\n当前，磷酸铁锂电池的价格较高镍三元锂电池便宜约20%。虽然磷酸铁锂在能量密度方面处于劣势，但在安全性、使用寿命上都存在不小的优势。\n此外，在磷酸铁锂电池产能不断扩张的当下，磷酸铁锂电池的成本仍将进一步下探。这意味着搭载磷酸铁锂电池的标准续航版Model Y成本还有下降空间。在Model 3与Model Y这类走量车型上搭载更便宜的铁锂电池，也符合特斯拉的扩张策略。\n在新能源补贴逐步退坡的当下，搭载三元锂电池的车型无法再拿到超高额的补贴，这也在迫使特斯拉这样的车企去选择成本更低的电池。另一方面，当前三元锂电池因为镍、钴等稀有原材料价格的波动，车企对三元锂电池成本的掌控风险也在上升。前述接近宁德时代的认识也表示，若三元锂电池原材料在下半年持续上涨，宁德时代等企业也会考虑提高三元锂电池售价。\n在市场竞争逐渐激烈的当下，特斯拉选择磷酸铁锂是合理的。\n事实上，磷酸铁锂不光是特斯拉的选择， 其他车企也是这样想的。去年，小鹏汽车就推出磷酸铁锂版的小鹏P7，而市场上也有传闻称蔚来将考虑在车型上搭载磷酸铁锂电池。\n一个更明显的征兆是，磷酸铁锂在市占率上已重新追上三元锂电池。据中汽协数据，今年5月份，三元电池产量5.0GWh，占总产量36.2%，同比增长62.9%，环比下降25.4%；磷酸铁锂电池产量8.8GWh，占总产量63.6%，同比增长317.3%，环比增长41.6%。\n当新能源汽车渗透率较低时，面对的还是极客等对价格并不敏感的群体。但在走向大众消费者后，安全和成本的重要性就不言而喻了。\n在零部件国产化程度达到平台期后，电池成本将是影响特斯拉价格的主要因素。此外，在经历“刹车门”事件后，换一个安全一点的电池对特斯拉来说不算坏事。\n磷酸铁锂只是“备胎”\n从近一年以来特斯拉在电池供应方面的传闻来看，磷酸铁锂电池只是特斯拉的临时选项。在特斯拉的电池计划中，三元锂才是主角。\n降低成本、提高安全性和充电速度是特斯拉在电池计划上的主要方向。\n在2020年初，马斯克曾表示特斯拉将采用“无钴电池”。随后，无钴化就成为动力电池厂商的目标之一。但在去年，无钴化的三元锂电池并未商用，所以在考虑成本和安全性因素后，特斯拉最终选择了磷酸铁锂。\n但时间来到2021年，能量密度比磷酸铁锂高的无钴化电池出现了。 据外媒Electrek此前报道，特斯拉部分车型将采用LG化学的高镍四元电池。该电池通过提高电池中镍元素的比例，降低钴元素的用量以降低动力电池的成本。\n特斯拉继续押宝三元锂电池的原因一部分是三元锂电池能量密度高，但也有磷酸铁锂电池的问题。事实上，磷酸铁锂电池的能量密度提升已经触及天花板，这对特斯拉这样的新能源汽车龙头来说是无法接受的。\n在虎嗅看来，未来特斯拉将会同时大规模采用三元锂和磷酸铁锂电池。其中，中低端的走量车型将在很长一段时间内采用磷酸铁锂电池，而高端车型则采用三元锂电池。\n前段时间，宁德时代与特斯拉续签了3年的供货协议。据前述人士透露，除磷酸铁锂电池外，宁德时代也将向特斯拉供应三元锂电池。这意味着，在保持松下、LG化学的三元锂电池供应下，特斯拉对三元锂电池的需求还在增长。\n但对于特斯拉而言，磷酸铁锂始终只是备胎，三元锂电池过几年也是要抛弃的，全固态电池才是未来。\n不过这些都是后话。在Model Y价格下探到30万以下后，我对小鹏、比亚迪和广汽埃安的担心又加重了。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":143842116,"gmtCreate":1625789444235,"gmtModify":1703748486956,"author":{"id":"4087376082515550","authorId":"4087376082515550","name":"粉海洋","avatar":"https://static.tigerbbs.com/d4778dea39bb84446ce3ebe892ebfea5","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/143842116","repostId":2149100183,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5166320,"gmtCreate":1625789461335,"gmtModify":1663230735950,"authorId":4087376082515550,"author":{"id":4087376082515550,"authorId":4087376082515550,"name":"粉海洋","avatar":"https://static.tigerbbs.com/d4778dea39bb84446ce3ebe892ebfea5","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":143842116,"type":1,"supId":0,"prevId":0,"content":"[可爱]","text":"[可爱]","html":"[可爱]"}],"langContent":"CN"},{"id":149540470,"gmtCreate":1625738430990,"gmtModify":1703747471879,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Cun","listText":"Cun","text":"Cun","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149540470","repostId":2149100183,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":149557772,"gmtCreate":1625738365596,"gmtModify":1703747471068,"author":{"id":"4088815462354410","authorId":"4088815462354410","name":"Joker340110","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"[真香]&nbsp;","listText":"[真香]&nbsp;","text":"[真香]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/149557772","repostId":2149100183,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5160282,"gmtCreate":1625740712132,"gmtModify":1663230703746,"authorId":3571103435810319,"author":{"id":3571103435810319,"authorId":3571103435810319,"name":"麻浦靓仔","avatar":"https://static.tigerbbs.com/aef39f5cbfbb0bee52fe1878702aecdd","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":149557772,"type":1,"supId":0,"prevId":0,"content":"[害羞]","text":"[害羞]","html":"[害羞]"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":6,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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