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Panasonic To Introduce Bigger EV Battery To Diversify Business From Tesla: FT

Panasonic To Introduce Bigger EV Battery To Diversify Business From Tesla: FT

松下将推出更大的电动汽车电池以实现业务多元化，不再依赖特斯拉：FT
Benzinga Real-time News ·  2022/04/14 07:28
  • In an effort to diversify its business from Tesla Inc (NASDAQ:TSLA), Panasonic Holdings (OTC: PCRFY) will roll out a bigger electric vehicle battery as the Company works to focus direction after a period of aggressive streamlining. 
  • Yuki Kusumi, Panasonic's CEO, said that the Company would invest ¥600 billion ($4.8 billion) over the next three years, with two-thirds earmarked for EV batteries, supply chain software, and air conditioners, reports Financial Times.
  • The Company plans to introduce two production lines for the battery, which has a fivefold energy capacity compared with the current ones. 
  • Tesla's CEO Elon Musk has said the 4680, which is not scheduled for mass production until next year, will help bring down the price of a Tesla car to about $25,000. 
  • Tesla's Model 3 starts at about $41,000. 
  • For Panasonic, the battery represents an opportunity to diversify its client base from Tesla. "If the 4680 is second to none in terms of performance and cost, manufacturers other than Tesla will eventually adopt it," said Kusumi.
  • Kusumi's plans reflect Panasonic's desire to return to robust growth after aggressive streamlining under former president Kazuhiro Tsuga, who spent years shedding underperforming business lines, including the Company's famous plasma TVs. 
  • The remaining ¥200 billion for the next three years will be used for technology, including hydrogen energy.
  • 为了使其业务多样化，特斯拉公司(纳斯达克代码:TSLA)松下控股(场外交易代码：PCRFY)将推出更大的电动汽车电池，因为公司在经历了一段时间的积极精简后，正努力朝着专注的方向前进。
  • 据英国《金融时报》报道，松下CEO久海由纪表示，公司将在未来三年投资6000亿元人民币(约合48亿美元)，其中三分之二将用于电动汽车电池、供应链软件和空调。
  • 该公司计划引进两条电池生产线，其能量能力是现有生产线的五倍。
  • 特斯拉首席执行官埃隆·马斯克表示，4680要到明年才能批量生产，这将有助于将特斯拉汽车的价格降至约2.5万美元。
  • 特斯拉Model 3的起价约为41,000美元。
  • 对于松下来说，电池代表着一个机会，可以让其客户基础从特斯拉转向多元化。Kusumi说：“如果4680在性能和成本方面是首屈一指的，那么特斯拉以外的制造商最终会采用它。”
  • Kusumi的计划反映出，在前社长津贺一宏的大力精简后，松下希望恢复强劲增长。津贺一宏多年来一直在剥离表现不佳的业务线，包括该公司著名的等离子电视。
  • 未来三年剩余的2000亿元将用于包括氢能在内的技术。
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