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- 长藤资本投行部长藤资本投行部
  ·2021-04-28
  ?
  Nio will launch lithium iron phosphate battery packs, scheduled to be released in the fourth quarter of this year
  从多位知情人士处获悉，蔚来将对现有70度（kWh）电池包进行升级，新电池包采用磷酸铁锂电池，有望做到超过75度的电池容量，计划今年四季度发布。这个讯号的意义在于，磷酸铁锂电池以成本低著称，蔚来可以通过
  Nio will launch lithium iron phosphate battery packs, scheduled to be released in the fourth quarter of this year
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- 长藤资本投行部长藤资本投行部
  ·2021-03-05
  @$BABA
  Apple shares fell slightly in pre-market trading after the UK launched an investigation into Apple's alleged anti-competitive practices.
  3月4日消息，市场消息称，英国公平竞争及市场管理局就苹果涉嫌反竞争行为展开调查。英国公平竞争及市场管理局发起了一项针对苹果的调查，此前有投诉称，苹果针对应用程序开发者的条款和条件不公平且反竞争。英国公
  Apple shares fell slightly in pre-market trading after the UK launched an investigation into Apple's alleged anti-competitive practices.
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15:30","market":"us","language":"zh","title":"Nio will launch lithium iron phosphate battery packs, scheduled to be released in the fourth quarter of this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1152699667","media":"36氪","summary":"从多位知情人士处获悉，蔚来将对现有70度（kWh）电池包进行升级，新电池包采用磷酸铁锂电池，有望做到超过75度的电池容量，计划今年四季度发布。这个讯号的意义在于，磷酸铁锂电池以成本低著称，蔚来可以通过","content":"<p>According to multiple informed sources,<a href=\"https://laohu8.com/S/NIO\">Nio</a>The existing 70 kWh battery pack will be upgraded. The new battery pack will use lithium iron phosphate batteries and is expected to achieve a battery capacity of more than 75 kWh. It is scheduled to be released in the fourth quarter of this year.</p><p>The significance of this signal lies in the fact that lithium iron phosphate batteries are known for their low cost, allowing Nio to reduce costs and target lower-priced products, thus participating in the competition for a wider market. in 2020,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>After localization, it was precisely by relying on lithium iron phosphate batteries that Tesla lowered the price of the domestically produced Model 3 from more than 300,000 yuan to 249,900 yuan, which also helped Tesla achieve annual sales of more than 100,000 units in the Chinese market.<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>They also launched a lithium iron phosphate model this year to boost sales.</p><p>\"New battery or<a href=\"https://laohu8.com/S/300750\">CATL</a>The supply is currently undergoing B-sample testing. Sources who contacted CATL's senior management told<a href=\"https://laohu8.com/S/KRKR\">36Kr</a>Reveal. The introduction cycle for mass-produced batteries in automobiles is generally around 18 months, and the entire process requires three major rounds of testing and verification: A, B, and C.</p><p>News of Nio using lithium iron phosphate surfaced last year, with media reports indicating that Nio had contracted a lithium iron phosphate production line from CATL. However, based on Tesla's official response and 36Kr's understanding, this is more of a blunder. The production line in Nio was originally reserved for Nio by CATL, but was contracted out by Nio to produce 100-kWh battery packs. The upgraded lithium iron phosphate battery packs may require the opening of a new production line.</p><p>However, although lithium iron phosphate batteries have stable performance and lower cost, the problem is that their upper limit of energy density is low, resulting in degraded performance in winter.</p><p>In response to this news, Nio told 36Kr that the company has conducted research on various types of batteries, and lithium iron phosphate batteries need to solve the problem of poor user experience in cold winter weather.</p><p>However, a new technological improvement is currently taking place: battery companies can now enable lithium iron phosphate batteries to achieve the same battery life as ternary lithium batteries through structural design and material improvements.</p><p>Currently, battery packs circulating within the Nio system come in two capacities: 70 kWh and 100 kWh. The 70kWh battery pack was released as early as the end of 2017, and at NIO Day in 2019, NIO released a 100kWh battery pack using CTP technology. If a car owner permanently upgrades from a basic 70kWh battery pack to a 100kWh battery pack, the cost will reach 56,000 yuan. Nio has also introduced intermediate solutions.</p><p>An industry insider analyzed for 36Kr that the battery upgrade in Nio was expected. The original 70-kWh battery pack is no longer sufficient to meet the driving range needs of car owners. \"A 70-kWh battery may only be usable at around 65 kWh, which is discounted in northern winters.\" A Nio car owner who uses a 70-kWh battery pack also told 36Kr that Beijing's driving range in winter is only a little over 200 kilometers.</p><p>NIO also launched an 84kWh battery pack at NIO Day in 2018, using CATL's NCM811 technology. However, a series of fire incidents occurred in 811 high-nickel battery models in the industry, and NIO also shelved the delivery of the 84kWh battery pack after a brief period.</p><p>The current adoption of lithium iron phosphate batteries clearly demonstrates the balance between performance and cost of this technology.</p><p>Currently, Nio is developing a series of measures. First, the introduction of lithium iron phosphate batteries will create greater cost advantages, improve the gross profit margin of the entire vehicle, and thus create room for price reduction.</p><p><b>In addition, an industry insider told 36Kr that Nio has launched the development of a new model in Hefei, positioned lower than existing SUV and sedan models. According to official information, if the Nio BaaS (Battery Subscription Service) solution is adopted, the lowest price of the whole vehicle can reach 276,000 yuan. If a lower-priced model is combined with a lithium iron phosphate battery, the price range of the Nio will inevitably expand further.</b></p><p>In the fiercely competitive industry landscape, Nio Automotive, with its high-end positioning, has also launched a charge signal. This will create a wave of turmoil in both the car manufacturing and battery industries.</p><p>Ternary lithium batteries and lithium iron phosphate batteries are the two main technology routes for power batteries. The names of the two batteries correspond to the cathode material of the battery cell. The ternary material in ternary lithium batteries refers to a polymer of three materials: nickel (Ni), cobalt (Co), manganese (Mn) or aluminum (Al), which are commonly known as NCM and NCA. The numbers 523 or 811 marked later indicate the formula ratio of the three materials. Lithium iron phosphate batteries correspond to battery products whose cathode uses lithium iron phosphate (LiFePO4) polymer.</p><p>Ternary lithium batteries are characterized by high energy density, good charging and discharging performance, a long driving range, and better performance, making them the mainstream choice for electric vehicle manufacturers. However, its shortcomings are relatively poor thermal stability and high cost.</p><p>Lithium iron phosphate batteries have a stable internal structure and can withstand high temperatures and overcharging, so the probability of spontaneous combustion and fire is relatively low. Moreover, since lithium iron phosphate batteries do not contain the precious metal cobalt, their cost is also lower. Taking the current mainstream purchase price of automakers as an example, ternary lithium batteries are generally 800 yuan per kilowatt-hour, while lithium iron phosphate batteries can be as low as about 600 yuan.</p><p>However, the weakness of lithium iron phosphate batteries is their low upper limit of energy density and low electrochemical activity in low-temperature environments, which leads to a significant reduction in battery life and charging efficiency in winter. One of the key feedback Tesla received last winter was that the range of its lithium iron phosphate models in northern China had been severely reduced. XPeng CEO He Xiaopeng also admitted, \"Lithium-iron batteries are more suitable for warmer climates.\"</p><p>So, will Nio, which has always adhered to its high-end positioning and benchmarked against BBA (BMW, Mercedes-Benz, and Audi), compromise on performance? 36Kr learned from sources that Nio will use technical means to solve the problem of performance degradation of lithium iron phosphate in winter.</p><p>As the technical challenges of lithium iron phosphate batteries are gradually overcome, this battery solution is beginning to enter the mainstream of the industry. In a conversation with Sequoia Capital Global Managing Partner Shen Nanpeng, CATL Chairman Zeng Yuqun judged that \"with the increase in charging piles, the driving range does not need to be very long, the growth rate of lithium iron phosphate batteries will be very fast, and they are very cheap... In the future, the proportion of lithium iron phosphate will gradually increase, while the proportion of ternary lithium batteries will be very small.\"</p><p>Leading car manufacturers Nio, XPeng Motor Company and<a href=\"https://laohu8.com/S/LI\">Li Auto</a>All of them have already raised the price of their models to around 300,000 yuan, but in the long run, their market coverage will expand significantly. Lithium iron phosphate batteries are accelerating this trend.</p><p>In an internal letter, Li Auto stated that future models will cover a price range of 150,000 to 500,000 yuan. According to 36Kr, the low-priced Li Auto models use lithium iron phosphate batteries to achieve high-rate charging and discharging of 4C. Following the P7, XPeng Motors also launched the XPeng P5, which is positioned lower. After gradually establishing itself in the high-end market, Nio is also leveraging lithium iron phosphate to seize more downstream markets.</p><p>The question may lie with the tech giants that have just joined the car manufacturing arena. In 2-3 years, with the full product matrix of leading car manufacturers rapidly forming, will the market still need a new electric vehicle?</p>","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>Nio will launch lithium iron phosphate battery packs, scheduled to be released in the fourth quarter of this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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\">\nNio will launch lithium iron phosphate battery packs, scheduled to be released in the fourth quarter of this year\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">36氪</strong><span class=\"h-time small\">2021-04-28 15:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>According to multiple informed sources,<a href=\"https://laohu8.com/S/NIO\">Nio</a>The existing 70 kWh battery pack will be upgraded. The new battery pack will use lithium iron phosphate batteries and is expected to achieve a battery capacity of more than 75 kWh. It is scheduled to be released in the fourth quarter of this year.</p><p>The significance of this signal lies in the fact that lithium iron phosphate batteries are known for their low cost, allowing Nio to reduce costs and target lower-priced products, thus participating in the competition for a wider market. in 2020,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>After localization, it was precisely by relying on lithium iron phosphate batteries that Tesla lowered the price of the domestically produced Model 3 from more than 300,000 yuan to 249,900 yuan, which also helped Tesla achieve annual sales of more than 100,000 units in the Chinese market.<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>They also launched a lithium iron phosphate model this year to boost sales.</p><p>\"New battery or<a href=\"https://laohu8.com/S/300750\">CATL</a>The supply is currently undergoing B-sample testing. Sources who contacted CATL's senior management told<a href=\"https://laohu8.com/S/KRKR\">36Kr</a>Reveal. The introduction cycle for mass-produced batteries in automobiles is generally around 18 months, and the entire process requires three major rounds of testing and verification: A, B, and C.</p><p>News of Nio using lithium iron phosphate surfaced last year, with media reports indicating that Nio had contracted a lithium iron phosphate production line from CATL. However, based on Tesla's official response and 36Kr's understanding, this is more of a blunder. The production line in Nio was originally reserved for Nio by CATL, but was contracted out by Nio to produce 100-kWh battery packs. The upgraded lithium iron phosphate battery packs may require the opening of a new production line.</p><p>However, although lithium iron phosphate batteries have stable performance and lower cost, the problem is that their upper limit of energy density is low, resulting in degraded performance in winter.</p><p>In response to this news, Nio told 36Kr that the company has conducted research on various types of batteries, and lithium iron phosphate batteries need to solve the problem of poor user experience in cold winter weather.</p><p>However, a new technological improvement is currently taking place: battery companies can now enable lithium iron phosphate batteries to achieve the same battery life as ternary lithium batteries through structural design and material improvements.</p><p>Currently, battery packs circulating within the Nio system come in two capacities: 70 kWh and 100 kWh. The 70kWh battery pack was released as early as the end of 2017, and at NIO Day in 2019, NIO released a 100kWh battery pack using CTP technology. If a car owner permanently upgrades from a basic 70kWh battery pack to a 100kWh battery pack, the cost will reach 56,000 yuan. Nio has also introduced intermediate solutions.</p><p>An industry insider analyzed for 36Kr that the battery upgrade in Nio was expected. The original 70-kWh battery pack is no longer sufficient to meet the driving range needs of car owners. \"A 70-kWh battery may only be usable at around 65 kWh, which is discounted in northern winters.\" A Nio car owner who uses a 70-kWh battery pack also told 36Kr that Beijing's driving range in winter is only a little over 200 kilometers.</p><p>NIO also launched an 84kWh battery pack at NIO Day in 2018, using CATL's NCM811 technology. However, a series of fire incidents occurred in 811 high-nickel battery models in the industry, and NIO also shelved the delivery of the 84kWh battery pack after a brief period.</p><p>The current adoption of lithium iron phosphate batteries clearly demonstrates the balance between performance and cost of this technology.</p><p>Currently, Nio is developing a series of measures. First, the introduction of lithium iron phosphate batteries will create greater cost advantages, improve the gross profit margin of the entire vehicle, and thus create room for price reduction.</p><p><b>In addition, an industry insider told 36Kr that Nio has launched the development of a new model in Hefei, positioned lower than existing SUV and sedan models. According to official information, if the Nio BaaS (Battery Subscription Service) solution is adopted, the lowest price of the whole vehicle can reach 276,000 yuan. If a lower-priced model is combined with a lithium iron phosphate battery, the price range of the Nio will inevitably expand further.</b></p><p>In the fiercely competitive industry landscape, Nio Automotive, with its high-end positioning, has also launched a charge signal. This will create a wave of turmoil in both the car manufacturing and battery industries.</p><p>Ternary lithium batteries and lithium iron phosphate batteries are the two main technology routes for power batteries. The names of the two batteries correspond to the cathode material of the battery cell. The ternary material in ternary lithium batteries refers to a polymer of three materials: nickel (Ni), cobalt (Co), manganese (Mn) or aluminum (Al), which are commonly known as NCM and NCA. The numbers 523 or 811 marked later indicate the formula ratio of the three materials. Lithium iron phosphate batteries correspond to battery products whose cathode uses lithium iron phosphate (LiFePO4) polymer.</p><p>Ternary lithium batteries are characterized by high energy density, good charging and discharging performance, a long driving range, and better performance, making them the mainstream choice for electric vehicle manufacturers. However, its shortcomings are relatively poor thermal stability and high cost.</p><p>Lithium iron phosphate batteries have a stable internal structure and can withstand high temperatures and overcharging, so the probability of spontaneous combustion and fire is relatively low. Moreover, since lithium iron phosphate batteries do not contain the precious metal cobalt, their cost is also lower. Taking the current mainstream purchase price of automakers as an example, ternary lithium batteries are generally 800 yuan per kilowatt-hour, while lithium iron phosphate batteries can be as low as about 600 yuan.</p><p>However, the weakness of lithium iron phosphate batteries is their low upper limit of energy density and low electrochemical activity in low-temperature environments, which leads to a significant reduction in battery life and charging efficiency in winter. One of the key feedback Tesla received last winter was that the range of its lithium iron phosphate models in northern China had been severely reduced. XPeng CEO He Xiaopeng also admitted, \"Lithium-iron batteries are more suitable for warmer climates.\"</p><p>So, will Nio, which has always adhered to its high-end positioning and benchmarked against BBA (BMW, Mercedes-Benz, and Audi), compromise on performance? 36Kr learned from sources that Nio will use technical means to solve the problem of performance degradation of lithium iron phosphate in winter.</p><p>As the technical challenges of lithium iron phosphate batteries are gradually overcome, this battery solution is beginning to enter the mainstream of the industry. In a conversation with Sequoia Capital Global Managing Partner Shen Nanpeng, CATL Chairman Zeng Yuqun judged that \"with the increase in charging piles, the driving range does not need to be very long, the growth rate of lithium iron phosphate batteries will be very fast, and they are very cheap... In the future, the proportion of lithium iron phosphate will gradually increase, while the proportion of ternary lithium batteries will be very small.\"</p><p>Leading car manufacturers Nio, XPeng Motor Company and<a href=\"https://laohu8.com/S/LI\">Li Auto</a>All of them have already raised the price of their models to around 300,000 yuan, but in the long run, their market coverage will expand significantly. Lithium iron phosphate batteries are accelerating this trend.</p><p>In an internal letter, Li Auto stated that future models will cover a price range of 150,000 to 500,000 yuan. According to 36Kr, the low-priced Li Auto models use lithium iron phosphate batteries to achieve high-rate charging and discharging of 4C. Following the P7, XPeng Motors also launched the XPeng P5, which is positioned lower. After gradually establishing itself in the high-end market, Nio is also leveraging lithium iron phosphate to seize more downstream markets.</p><p>The question may lie with the tech giants that have just joined the car manufacturing arena. In 2-3 years, with the full product matrix of leading car manufacturers rapidly forming, will the market still need a new electric vehicle?</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://36kr.com/p/1200402733631747\">36氪</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"NIO":"蔚来"},"source_url":"https://36kr.com/p/1200402733631747","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152699667","content_text":"从多位知情人士处获悉，蔚来将对现有70度（kWh）电池包进行升级，新电池包采用磷酸铁锂电池，有望做到超过75度的电池容量，计划今年四季度发布。这个讯号的意义在于，磷酸铁锂电池以成本低著称，蔚来可以通过此举降低成本，并冲击更低价格段的产品，参与更广市场的争夺。2020年，特斯拉国产化之后，正是依靠磷酸铁锂电池，将国产Model 3车型售价从30多万元一路下探至24.99万元，也帮助特斯拉实现了中国市场年销超过10万台的成绩。小鹏汽车也在今年推出磷酸铁锂车型，冲击更多销量。“新电池还是宁德时代供应，目前已经在做B样测试。”接触到宁德时代高层的消息人士向36氪透露。电池在汽车上量产的导入周期一般在18个月左右，全程需要做A、B、C三个大轮次的测试和验证。蔚来采用磷酸铁锂的消息去年已经传出，有媒体报道称，蔚来从宁德时代包下一条磷酸铁锂产线。但结合蔚来官方回应和36氪所了解，这更多是一次乌龙，蔚来的这条产线原先是宁德时代预留给特斯拉，被蔚来包下用以生产100度电池包。而此次的升级磷酸铁锂电池包可能要开设新产线。不过，磷酸铁锂电池虽然性能稳定、成本更低，但问题在于其能量密度上限低，冬季性能折损。对此消息，蔚来向36氪回应称，公司对各种类型的电池都有研究，磷酸铁锂电池需要解决冬季寒冷天气下体验不佳的问题。但目前技术上正发生一个新改进：电池公司通过结构设计和材料改良，已经可让磷酸铁锂电池实现与三元锂电池等同的续航能力。目前在蔚来体系内流通的电池包有70度和100度两种容量。70度电池包早在2017年底就已经发布，2019年的NIO Day上，蔚来又发布采用CTP技术的100度电池包。如果车主从70度基础版电池包永久升级到100度电池包，费用达到5.6万元。蔚来也推出过中间方案。有行业人士向36氪分析，蔚来的电池升级在预料之中，原先的70度电池包，已经难以满足车主的续航需求，“70度的电池，实际能使用的可能就65度左右，在北方冬天还要打个折扣。”有使用70度电池包的蔚来车主也向36氪反馈，北京冬季续航已经只有200多公里。蔚来也曾在2018年的NIO Day上推出84度电池包，采用宁德时代NCM811技术，但行业中的811高镍电池车型接连发生起火事故，蔚来也在短暂交付84度电池包后，予以搁置。如今采用磷酸铁锂电池，显然是看到了该技术在性能和成本之间的平衡点。目前来看，蔚来正在建立一套组合拳。首先，磷酸铁锂电池的推出，会在成本上创造更大优势，提升整车毛利率，进而创造降价空间。此外，有行业人士告诉36氪，蔚来已经在合肥启动一款新车型的开发，定位低于现有SUV和轿车车型。从官方信息看，如果采用蔚来BaaS（电池订阅服务）方案，整车最低售价可以到27.6万元。如果用定位更低的车型结合磷酸铁锂电池，蔚来的售价区间势必会进一步扩大。在角逐激烈的行业格局下，高端定位的蔚来汽车也已发起冲锋信号。而这在造车行业和电池行业，都将掀起一波风浪。三元锂电池和磷酸铁锂电池是动力电池的两条主要技术路线，两种电池名字对应的是电芯的正极材料，三元锂电池中的三元材料指的是镍（Ni）、钴（Co）、锰（Mn）或铝（Al）三种材料的聚合物，也就是常说的NCM、NCA，后面标注的数字523或者811，则是三种材料的配方比例，而磷酸铁锂电池对应就是正极采用磷酸铁锂（LiFePO4）聚合物的电池产品。三元锂电池的特点是能量密度上限高、充放电性能好，可支持的续航里程多，性能更好，因此成为电动车企的主流选择。但其短板是热稳定性相对差、成本高。而磷酸铁锂电池的内部结构稳定，可以耐高温和过充，因此，自燃起火的概率也相对较低。而且，由于磷酸铁锂电池不含贵重金属钴，成本也更低，以目前车企主流采购价为例，三元锂电池普遍在800元每度电，而磷酸铁锂电池可以低至600元左右。不过，磷酸铁锂电池的弱势是能量密度上限低，且低温环境下，电化学活性低，也就导致了冬天续航和充电效率缩水明显。特斯拉去年冬季收到的一个集中反馈，就是北方的磷酸铁锂车型续航缩水严重。小鹏汽车CEO何小鹏也坦言，“铁锂电池更适合温暖气候。”那么，一向坚持高端定位、对标BBA的蔚来，是否会在性能上妥协？36氪从知情人士处了解到，蔚来会通过技术手段解决磷酸铁锂冬季的性能折损问题。伴随磷酸铁锂电池身上的技术难点被逐渐攻克，这个电池方案也开始进入行业主流。宁德时代董事长曾毓群就在与红杉资本全球执行合伙人沈南鹏的对话中判断，“随着充电桩的增多，续航里程不需要很长，磷酸铁锂电池增速会非常快，它非常便宜……未来磷酸铁锂占比会逐渐增加，三元（三元锂电池）的比例会很少。”头部造车公司蔚来、小鹏汽车和理想汽车，都已将车型售价拉升到30万元左右，但在长远战略中，覆盖市场都会大幅扩张。而磷酸铁锂电池正加速这一趋势。理想汽车就在内部信中表示，未来车型会涵盖15万元-50万元价格范围，而据36氪了解，理想汽车的低价车型采用的正是磷酸铁锂电池，要做到4C的大倍率充放电。而小鹏汽车在P7之后也推出了定位更低的小鹏P5。蔚来在高端市场逐步站稳脚跟后，也在借助磷酸铁锂向下攫取更多市场。问题可能来到新晋加入造车战场的科技巨头这里，2-3年后，头部造车公司的全产品矩阵快速形成，市场上还需要一款新的电动车吗？","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367325765,"gmtCreate":1614912452957,"gmtModify":1704776905775,"author":{"id":"3569236265326720","authorId":"3569236265326720","name":"长藤资本投行部","avatar":"https://static.tigerbbs.com/4fd3004aa27b2a9fa6becf378e193188","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569236265326720","authorIdStr":"3569236265326720"},"themes":[],"title":"","htmlText":"@$BABA","listText":"@$BABA","text":"@$BABA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367325765","repostId":"1188021166","repostType":2,"repost":{"id":"1188021166","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614852778,"share":"https://ttm.financial/m/news/1188021166?lang=en_US&edition=fundamental","pubTime":"2021-03-04 18:12","market":"us","language":"zh","title":"Apple shares fell slightly in pre-market trading after the UK launched an investigation into Apple's alleged anti-competitive practices.","url":"https://stock-news.laohu8.com/highlight/detail?id=1188021166","media":"老虎资讯综合","summary":"3月4日消息，市场消息称，英国公平竞争及市场管理局就苹果涉嫌反竞争行为展开调查。英国公平竞争及市场管理局发起了一项针对苹果的调查，此前有投诉称，苹果针对应用程序开发者的条款和条件不公平且反竞争。英国公","content":"<p>On March 4th, market sources reported that the UK Fair Competition and Markets Authority...<a href=\"https://laohu8.com/S/AAPL\">Apple</a>An investigation has been launched into suspected anti-</p><p>The UK Fair Competition and Markets Authority has launched an investigation into Apple following complaints that Apple's terms and conditions for app developers were unfair and anti-competitive.</p><p>The UK Fair Competition and Markets Authority stated that it will consider any submissions received before making any decision on whether competition law has been violated. This is just the beginning of the investigation; no decision has been made yet on whether Apple has broken the law. The investigation will also consider whether Apple imposed unfair or anti-competitive terms on developers using the App Store.</p><p>As of press time, Apple was down 0.54% in pre-market trading.</p><p>Apple subsequently responded that it looks forward to working with the UK Competition Authority to explain its privacy, security, and content-related guidelines for its App Store.</p>","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>Apple shares fell slightly in pre-market trading after the UK launched an investigation into Apple's alleged anti-competitive practices.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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\">\nApple shares fell slightly in pre-market trading after the UK launched an investigation into Apple's alleged anti-competitive practices.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-04 18:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On March 4th, market sources reported that the UK Fair Competition and Markets Authority...<a href=\"https://laohu8.com/S/AAPL\">Apple</a>An investigation has been launched into suspected anti-</p><p>The UK Fair Competition and Markets Authority has launched an investigation into Apple following complaints that Apple's terms and conditions for app developers were unfair and anti-competitive.</p><p>The UK Fair Competition and Markets Authority stated that it will consider any submissions received before making any decision on whether competition law has been violated. This is just the beginning of the investigation; no decision has been made yet on whether Apple has broken the law. The investigation will also consider whether Apple imposed unfair or anti-competitive terms on developers using the App Store.</p><p>As of press time, Apple was down 0.54% in pre-market trading.</p><p>Apple subsequently responded that it looks forward to working with the UK Competition Authority to explain its privacy, security, and content-related guidelines for its App Store.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188021166","content_text":"3月4日消息，市场消息称，英国公平竞争及市场管理局就苹果涉嫌反竞争行为展开调查。英国公平竞争及市场管理局发起了一项针对苹果的调查，此前有投诉称，苹果针对应用程序开发者的条款和条件不公平且反竞争。英国公平竞争及市场管理局表示，在就是否违反竞争法做出任何决定之前，将考虑已收到的任何陈述。这只是调查的开始，苹果是否违法还没有做出决定。调查还将考虑苹果是否对使用应用商店的开发者施加了不公平或反竞争条款。截至发稿，苹果盘前跌0.54%。苹果随后回应称，期待与英国竞争管理局合作，解释其应用商店的隐私、安全和内容相关的指导方针。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}