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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

松下將推出更大的電動汽車電池以實現業務多元化，不再依賴特斯拉：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.
  • 為了使其業務多樣化，特斯拉公司(納斯達克代碼:TSLA)松下控股(場外交易代碼：PCRFY)將推出更大的電動汽車電池，因為公司在經歷了一段時間的積極精簡後，正努力朝着專注的方向前進。
  • 據英國《金融時報》報道，松下CEO久海由紀表示，公司將在未來三年投資6000億元人民幣(約合48億美元)，其中三分之二將用於電動汽車電池、供應鏈軟件和空調。
  • 該公司計劃引進兩條電池生產線，其能量能力是現有生產線的五倍。
  • 特斯拉首席執行官埃隆·馬斯克表示，4680要到明年才能批量生產，這將有助於將特斯拉汽車的價格降至約2.5萬美元。
  • 特斯拉Model 3的起價約為41,000美元。
  • 對於鬆下來説，電池代表着一個機會，可以讓其客户基礎從特斯拉轉向多元化。Kusumi説：“如果4680在性能和成本方面是首屈一指的，那麼特斯拉以外的製造商最終會採用它。”
  • Kusumi的計劃反映出，在前社長津賀一宏的大力精簡後，松下希望恢復強勁增長。津賀一宏多年來一直在剝離表現不佳的業務線，包括該公司著名的等離子電視。
  • 未來三年剩餘的2000億元將用於包括氫能在內的技術。
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