今天財報以後預感理想$理想汽車(LI)$ $理想汽車-W(02015)$ 在純電動車的續航問題上會走特斯拉路線,即:

整車低風阻 + 儘量小的電池 + 高能效電驅 + 高功率快充,通過各種手段把續航「省」出來。

成本考量(減少電池用量)是這個路線的關鍵,理想沒有自建電池工廠,但是自建 SiC 功率模塊工廠的目的也是把控這一路線中最關鍵的環節。

廠長在財報中說 800 V 高壓 SiC 的車型相比 400 V IGBT 組合能節省大概 15% 的電池使用量。也就是如果後者電池是 100 度,前者 85 度就能實現,純電芯這塊的物料成本能省下小兩萬。

根據去年下半年的官方消息,理想蘇州功率半導體工廠 2023 年上半年會啓動樣品試製,2024 年將正式投產。投產後的產能將逐步爬升至年產 240 萬隻半橋功率模塊。

大致查了一下信息,一個電機一般要用到 3 個半橋模塊,理想純電大概率延續雙電機佈局,那麼一臺車就是 6 個半橋模塊,江蘇工廠的 SiC 峯值產能夠滿足 40 萬輛的高壓純電產品。

另一邊的信息回顧,理想用於生產高壓純電車型的北京工廠一期年產能是 10 萬輛,計劃今年底投產,可以滿足 4 款車型共線生產。

來源:微博 @42號車庫-萊因哈特

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  • 专业投机倒把
    ·2023-03-02
    理想也该起飞了
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  • 未完待续06
    ·2023-03-01
    [微笑]
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  • 2892fe92
    ·2023-03-01
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  • appz
    ·2023-02-28
    [smile]
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  • Kenpoh
    ·2023-02-28
    👍🏽
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  • DarkFate
    ·2023-02-28
    Like
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  • flyingsimon
    ·2023-02-28
    超棒!
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  • Iv50829922
    ·2023-02-28
    b
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  • Iv50829922
    ·2023-02-28

    b

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  • Yaahh
    ·2023-02-28
    OK, [What]
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  • Ace021
    ·2023-02-28
    ok
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  • llwoo
    ·2023-02-28
    👍🏻
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  • CT888
    ·2023-02-28
    Ok
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  • Burger King
    ·2023-02-28
    🍀
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