Battery Day

[Ambergold]

How do those of you with TSLA feel about this upcoming battery day for investors.

Personally I’m thinking we’ll see it take off again and I’m considering a punt.

 

[Dan Detweiler]

How do those of you with TSLA feel about this upcoming battery day for investors.

Personally I’m thinking we’ll see it take off again and I’m considering a punt.

I feel great about it.

Dan

 

[mblakele]

Thread already in progress, over in the investor sub:

Tesla Battery Investor Day

 

[Gwgan]

https://twitter.com/StultusVox/status/1304849549396267013

Spoiler: original

姬永锋的投资观察
10小时前 来自 HUAWEI P40 5G
9月22日即将召开的特斯拉电池日发布会，特斯拉将官宣两款百万公里的电池。如果特斯拉百万公里电池真的实现，电动汽车将在续航里程、电池寿命实现质的飞跃，同时电池回收也将成为过往。
1、单晶阴极电池

特斯拉单晶阴极电池，这种电池也是一种锂离子电池。它采用新一代单晶NMC532阴极和一种新的全新电解质，可以使电动汽车持续行驶160万公里。现在我们所使用的电池技术仅能维持1000次左右的充放电，而这种电池允许电池90%的容量可以在4000次充放电循环后仍维持正常水平。因此，单阴极电池在实现160万公里行程后，仍能保持90%容量。这也就意味着，如果该电池装车使用之后，就算整车报废了，其电池还能够继续使用。

2、硅纳米线阳极电池

硅纳米线阳极电池，这种电池的电芯的重量将减轻一半，占用的空间也将会是当前锂离子电池的一半。这就意味着同样的电池体积和质量，电池组的能量密度将会得到大幅提升。目前特斯拉电池能量密度约为250Wh/kg，如果使用这种硅纳米线阳极技术，特斯拉电池能量密度将会达到400Wh/kg左右。同时，这款电池具备高循环寿命，且可批量生产的电芯也并不遥远。如果这种硅纳米线阳极电池量产并装车，或将成为现如今电池技术规则的改变者。

3、特斯拉与电池

早在2016年，特斯拉就开始资助由杰夫·达恩领导的科学家团队组成的特斯拉加拿大实验室。达恩是锂离子电池研究重量级人物，在40多年的时间里，达恩在电池研究方面已经取得了很多重大突破。同时，在2019年5月特斯拉用2.18亿美元收购了专门研发电池和电容的Maxwell；2019年10月特斯拉收购了加拿大全球第一的超级电容器制造商Hibar；2020年2月，特斯拉收购了一家锂离子电池公司SilLion Inc.。如今特斯拉通过聘请电池技术人才、买公司等等手段，已经手握多项电池核心专利。

4、总结

特斯拉已经手握多项电池新技术，如果技术足够成熟，特斯拉可能在未来将不再依赖松下和宁德时代的电池供应。特斯拉电池或将颠覆整个电池行业

来源：车市老爷子
转发103评论28赞63

但斌

10小时前 1

浙江洪燕华
不如等着揭秘吧
10小时前

邵大福
那让宁德时代怎么办
牛N阳Y:倒闭
10小时前 8

老谭蜂蜜2
比亚迪合同就保终身，出租车120 万，不过贵点，没啥稀奇。
9小时前 6

旺财豆73357
吹吧，再说车保费了，旧电池谁要
Ashineuni:特斯拉电池回收业务了解下
9小时前

蒋力蒋队长
转发微博
7小时前

信用卡债务重组阿信
安排
7小时前

Terranor

9小时前

赣B牌的投资者
故事讲的好，可惜没什么卵用，唯一可以解决续航路程问题的只有燃料电池
9小时前 2

我心本初
做大市值收收收
9小时前 1

TOPGEAR中国粉丝团
[赞][赞][赞]
42分钟前

查找找啦
@逆向思维008
6小时前

18cow
@我的印象笔记
7小时前

小雷皮皮
比亚迪刚把刀片电池吹上天，特斯拉当头就是一棒
8小时前 1

中医院士
大恐怖了。如果是真的，价格不贵，真不可想想。
8小时前

立国不二
523?怎么从高镍倒退回去了？
8小时前

海阔天空2019_Long
真的吗？那石油价格到谷底吧
8小时前 1

深圳湾的生活
利好隆基股份
9小时前

我心本初
牛吹大了
9小时前

火火火430
那像格林美这样的公司不就玩完了？
9小时前 2

Ji Yongfeng's investment observation
10 hours ago from HUAWEI P40 5G
At the upcoming Tesla Battery Day conference on September 22, Tesla will officially announce two million-kilometer batteries. If Tesla’s million-kilometer battery is really realized, electric vehicles will achieve a qualitative leap in range and battery life, and battery recycling will also become the past.
1. Single crystal cathode battery

Tesla single crystal cathode battery, this battery is also a lithium ion battery. It uses a new generation of single crystal NMC532 cathodes and a new brand-new electrolyte, which can enable electric vehicles to travel continuously for 1.6 million kilometers. The battery technology we are using can only maintain about 1,000 charge and discharge cycles, and this battery allows 90% of the battery's capacity to maintain a normal level after 4,000 charge and discharge cycles. Therefore, the single-cathode battery can still maintain 90% capacity after achieving 1.6 million kilometers of travel. This also means that if the battery is installed in a car, even if the whole car is scrapped, the battery can still be used.

2. Silicon nanowire anode battery

For silicon nanowire anode batteries, the weight of the battery cells will be reduced by half, and the space occupied will be half of the current lithium-ion batteries. This means that with the same battery volume and quality, the energy density of the battery pack will be greatly improved. At present, the energy density of Tesla batteries is about 250Wh/kg. If this silicon nanowire anode technology is used, the energy density of Tesla batteries will reach about 400Wh/kg. At the same time, this battery has a high cycle life, and mass-produced cells are not far away. If this silicon nanowire anode battery is mass-produced and installed in a car, it may become a changer of current battery technology rules.

3. Tesla and battery

As early as 2016, Tesla began funding the Tesla Canada Laboratory, which was composed of a team of scientists led by Jeff Dahn. Dann is a heavyweight in lithium-ion battery research. In more than 40 years, Dann has made many major breakthroughs in battery research. At the same time, in May 2019, Tesla purchased Maxwell, which specializes in the development of batteries and capacitors, for US$218 million; in October 2019, Tesla acquired Hibar, the world’s number one supercapacitor manufacturer in Canada; in February 2020, SilLion acquired SilLion Inc., a lithium-ion battery company. Today, Tesla has held a number of battery core patents by hiring battery technicians and buying companies.

4. Summary

Tesla already has a number of new battery technologies. If the technology is mature enough, Tesla may no longer rely on Panasonic and Ningde’s battery supply in the future. Tesla battery may subvert the entire battery industry

Source: Old Man of Auto Market
Forward 103 comments 28 like 63

Dan Bin

10 hours ago 1

Hong Yanhua
Why not wait for the secret
10 hours ago

Shao Dafu
What about the Ningde era?
Niu Nyang Y: Bankruptcy
10 hours ago 8

Old Tan Honey 2
The BYD contract is guaranteed for life, and the taxi is 1.2 million, but it is more expensive and nothing unusual.
9 hours ago 6

Wang Caidou 73357
Come on, let’s talk about car premiums, who wants old batteries?
Ashineuni: Understand Tesla's battery recycling business
9 hours ago

Captain Jiang Li Jiang
Repost Weibo
7 hours ago

Credit card debt restructuring
arrangement
7 hours ago