Tesla seeks 4680 battery cooperation in China, and Ningde times accelerates the research and development of large cylindrical batteries

36氪获悉，特斯拉已开始在中国寻找4680个大型圆柱形电池的合作伙伴。除了最初的电池供应商宁德时报和LG化学，特斯拉谈判的大型圆柱形电池公司还包括亿威锂能源。

36 krypton learned that Tesla has begun to look for partners of 4680 large cylindrical batteries in China. In addition to the original battery suppliers Ningde times and LG chemistry, the large cylindrical battery company negotiated by Tesla also includes Yiwei lithium energy.

一位与亿威锂能源合作的业内人士向36氪透露，目前讨论的合作方式之一是"特斯拉设计4680电池，由电池制造商制造"

An industry person who cooperates with Yiwei lithium energy disclosed to 36 krypton that one of the cooperation methods discussed at present is "Tesla designs 4680 batteries, which are manufactured by battery manufacturers."

然而，这种合作仍处于早期阶段。另一位消息人士透露，4680大型圆柱形电池是一项新技术。该行业的总体节奏是在2023年开始大规模生产。目前，许多公司尚未生产样品。

However, this cooperation is still at an early stage. Another source disclosed that the 4680 large cylindrical battery is a new technology. The general rhythm of the industry is to start mass production in 2023. At present, many companies have not produced samples.

义威锂能是惠州一家以磷酸铁锂电池技术闻名的公司。今年进入小鹏汽车供应链。同时，该公司也在布局圆柱形三元和方形三元技术。亿维锂能源基础材料与技术研究室主任季亚娟曾表示，公司已在大型圆柱形电池方面推出了4680和4695两款型号，并将在2023年后逐步推进大型圆柱形电池市场。

Yiwei lithium energy is a company famous for lithium iron phosphate battery technology in Huizhou. It entered Xiaopeng automobile supply chain this year. At the same time, the company is also laying out cylindrical ternary and square ternary technologies. Ji Yajuan, director of Yiwei lithium energy basic materials and technology research office, once said that the company has laid out two models of 4680 and 4695 in terms of large cylindrical batteries, and will gradually promote the market of large cylindrical batteries after 2023.

一位消息人士向36氪透露，宁德时报和LG化学还与特斯拉就4680电池在中国的合作进行了谈判。一直坚持圆柱线的Bick电池也主动找到了特斯拉。目前，宁德时报和LG化工均为特斯拉中国的电池供应商，分别供应方形磷酸铁锂电池和圆柱形2170电池。

A source disclosed to 36 krypton that Ningde times and LG chemistry also negotiated 4680 battery cooperation with Tesla in China. Bick battery, which has always adhered to the cylindrical line, also took the initiative to find Tesla. At present, both Ningde times and LG Chemical are battery suppliers of Tesla China, supplying square lithium iron phosphate batteries and cylindrical 2170 batteries respectively.

"宁德时代的大型圆柱形电池也在加快步伐。该项目名为"金棒"，消息人士告诉36氪，LG化学还先后开发了4680和4690等大型圆柱形电池，希望再次进入特斯拉的供应链。

"The large cylindrical battery in Ningde era is also speeding up the pace. The project name is' golden cudgel '." Sources told 36 krypton that LG Chemical has also successively developed large cylindrical batteries such as 4680 and 4690, hoping to enter Tesla's supply chain again.

针对上述信息，36氪寻求特斯拉中国的回复。特斯拉表示不会置评。

In response to the above information, 36 krypton sought a response from Tesla China. Tesla said it would not comment.

在去年9月的电池日，特斯拉发布了4680无电极ear大型圆柱形电池技术。与特斯拉之前使用的2170电池相比，4680电池体积更大。根据官方数据，4680电池的能量密度将提高5倍，输出功率将提高6倍，每千瓦时成本将降低14%，配备电池的车辆续航里程可提高16%。

On battery day last September, Tesla released 4680 electrodeless ear large cylindrical battery technology. Compared with the 2170 battery previously used by Tesla, the 4680 battery has a larger volume. According to official data, the energy density of the 4680 battery will be increased by 5 times, the output power will be increased by 6 times, the cost per kWh will be reduced by 14%, and the endurance mileage of the vehicle equipped with the battery can be increased by 16%.

更好的性能和更低的成本。特斯拉将推出4680电池更换产品。没有悬念。对于电池公司来说，这无疑是挤进特斯拉供应链、改写市场格局的又一次重大机会。

Better performance and lower cost. Tesla is launching 4680 battery replacement. There is no suspense. For battery companies, this is undoubtedly another big opportunity to squeeze into Tesla's supply chain and rewrite the market pattern.

在发射4680大型圆柱形电池后，特斯拉正在加快登船进度。在第二季度财报电话会议上，特斯拉CEO马斯克说，公司4680电池的性能和寿命已经得到验证，并且制造验证即将结束。目前，重点是改进制造工艺。未来，特斯拉德克萨斯工厂和柏林工厂生产的半卡车和y型车可能使用4680电池。

After launching the 4680 large cylindrical battery, Tesla is speeding up the boarding progress. At the second quarter earnings call, Tesla CEO musk said that the performance and life of the company's 4680 battery have been verified, and the manufacturing verification is nearing the end. At present, the focus is to improve the manufacturing process. In the future, semi trucks and model y produced by Tesla's Texas plant and Berlin plant may use 4680 batteries.

位于德国柏林的工厂主楼已经完工，正在等待德国环境保护部门的批准。预计将在第四季度获得最终批准。生产任务可能在明年开始。因此，特斯拉的4680电池技术可能会在前后脚引入中国。

The main building of the plant in Berlin, Germany has been completed and is awaiting the approval of the German environmental protection department. It is expected to obtain the final approval in the fourth quarter. The production task is likely to start next year. Therefore, Tesla's 4680 battery technology may be introduced into China at the front and rear feet.

不仅特斯拉、宝马和其他汽车公司也计划采用大型圆柱形电池。业内人士向36氪透露，宝马正与国内电池供应商合作开发4670等大型圆柱形电池。在电池行业，大型圆柱形电池也正在成为技术趋势之一。宁德时报、LG化学、三星、松下、亿威锂能、bick电池等公司都在部署大圆筒电池。一家长期使用方形电池的汽车公司的高管也对36氪表示："大型圆柱形电池具有整体效率优势。"

Not only Tesla, BMW and other car companies also have plans to adopt large cylindrical batteries. Some people in the industry disclosed to 36 krypton that BMW is cooperating with domestic battery suppliers to develop large cylindrical batteries such as 4670. In the battery industry, large cylinder is also becoming one of the technical trends. Ningde times, LG chemistry, Samsung, Panasonic, Yiwei lithium energy, bick battery and other companies are deploying large cylinder batteries. Executives of a car company that has long used square batteries also commented to 36 krypton, "large cylindrical batteries have overall efficiency advantages."

与2019年在中国建厂不同，特斯拉现在是一家年销售额达数百万美元的公司。2020年，特斯拉在全球共售出49.5万辆汽车，而今年上半年，特斯拉已完成38.6万辆汽车，其中中国市场占近一半，达到16万辆。

Different from just building a factory in China in 2019, Tesla is now a company with annual sales of millions. In 2020, Tesla sold a total of 495000 vehicles worldwide, while in the first half of this year, Tesla has completed 386000 vehicles, of which the Chinese market accounts for nearly half, reaching 160000.

如果两年前特斯拉中国的供应链还有一个观望成分，那么今天的答案很清楚，特别是对于头动力电池公司来说，特斯拉的失踪将直接对应着出货排名的席位变化。

If the supply chain of Tesla China two years ago still has a wait-and-see component, today's answer is very clear, especially for head power battery companies, missing Tesla will directly correspond to the seat change of shipment ranking.

由于对产能的高需求，特斯拉也开始在供应链中分散赌注。此前，特斯拉中国的磷酸铁锂电池主要由宁德时报提供，圆柱形电池由LG化学提供。然而，自今年以来，出现了许多新闻。特斯拉开始在中国寻找更多的磷酸铁锂电池供应商，包括亿威锂能源和比亚迪，尽管后者否认了市场传言。

Tesla also began to spread bets in the supply chain because of the high demand for capacity. Previously, Tesla China's lithium iron phosphate battery was mainly supplied by Ningde times, and the cylindrical battery was from LG chemistry. However, since this year, there have been many news. Tesla began to seek more lithium iron phosphate battery suppliers in China, including Yiwei lithium energy and BYD, although the latter two denied market rumors.

如今，头电池公司也可能对大规模实施新技术过程中的洗牌风险保持警惕。

Today, the head battery company may also be wary of the shuffle risk in the process of large-scale implementation of new technologies.

Link：https://new.qq.com/omn/20210831/20210831A07BMQ00.html

update time：2021-09-01 10:29:48