A few days ago, BYD's stock price skyrocketed. Among them, supplying blade batteries to Tesla was one of the stimuli. And the benefits of becoming a Tesla supplier for BYD may go far beyond a sharp rise in market value.
BYD's external battery supply has long been decided, because sooner or later, Freddy Power will go on the market independently. In terms of layout:
① Automobile power batteries will still be a big blue ocean in the next 10 to 15 years, and the so-called competition is far from here;
② The fundamental significance of the introduction of blade batteries is safety. Safety is the only luxury item. Currently, blade batteries are safer than other types of batteries;
③ Isn't Musk an idiot; he doesn't use cheap, safe, and has good battery life; instead, he uses expensive and expensive batteries with high safety hazards (I don't mean to belittle other types of batteries here; as a businessman, good quality is the key).
④ In terms of business model, BYD is playing with a technology model+platform model. Technology is the big brother, and the platform is the younger brother. In the future, only the technological model will be king. The blade battery, on the other hand, is the monetization of the technical model.
⑤ Tesla currently has no battery technology, only electronic control technology. Outsourced batteries have become the only option, so you can't hang them on at least one route; don't you think so!
As we all know, the essence of a blade battery is still a lithium iron phosphate battery, which only changed the battery shape, so the cost is not high. Wang Chuanfu said last year that the cost of blade batteries can be reduced by about 30%, so the industry currently estimates the blade battery cost at 0.42 yuan/Wh...