Compared with Musk's "crazier than imagined" statement before the meeting, the author is still a little disappointed with the information revealed at Tesla's 922 Battery Day.
This is not to say that the content released by Tesla at this meeting is not hard enough. 4680 battery cells, Model S Plaid with a range of up to 863 kilometers, and an entry-level electric car worth US$25,000. Any of them It would be explosive news in a normal press conference.
It’s just that Musk’s appetite was too high before. The two core topics of Tesla Battery Day are improving energy density and reducing costs. The author believes that the content at the meeting about reducing costs is significantly higher than Improved energy density options.
For Tesla as an individual company, lower costs mean stronger competitive advantages, thicker profits and greater pricing flexibility. The $25,000 electric car even supports Tesla. The biggest tool to increase market value is that other car companies have to step up again.
But what the author wants to see more is the progress brought by increasing energy density to the entire new energy automobile industry, such as negative electrode silicon nanowire technology? &? 400Wh/kg high cycle life battery, effectively reducing the size of the battery The adoption of new technologies such as the internal resistance's electrodeless lug design patent, Maxwell dry electrode technology, cobalt-free batteries, single crystal nickel cobalt aluminum electrode technology, and new electrolytes.
Compared with the information leaked before the meeting, the adoption rate of new technologies did not meet the author’s expectations. Another point is that the maturity of 4680 battery cell products after adopting new technologies needs to be practically verified. This needs time.
What is also disappointing is that it is too slow. The new 4680 battery cells will not be mass-produced until 2022 at the earliest, and the new 830-kilometer car will not be released until the end of 2021. The author’s expectations are It will be out at the end of this year.
In any case, the advent of 4680 battery cells will lower people’s expectations for solid-state batteries and shorten the time it is generally believed that electric vehicles will be able to compete with fuel vehicles in terms of range and cost in 2025. This will have a negative impact on the industry. This is a good thing, but the new energy vehicle industry needs a faster pace.
The previous appetite was too high, digesting the good expectations. The reaction of the capital market was similar to the author's. After the meeting, Tesla's stock price did not rise but fell. The stock price fell to 424.23 US dollars, and the market value shrank by 30 billion US dollars. A decrease of approximately 6.8%.
This article comes from the author of Autohome Chejiahao and does not represent the views and positions of Autohome.