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Elon Musk Likes That This Tesla Rival Is Making Its Own EV Batteries

Elon Musk Likes That This Tesla Rival Is Making Its Own EV Batteries

埃隆·马斯克喜欢这家特斯拉的竞争对手正在制造自己的电动汽车电池
Benzinga Real-time News ·  2022/07/07 23:58

Tesla Inc (NASDAQ:TSLA) CEO Elon Musk has reacted to the news that rival Volkswagen AG (OTC:VWAGY) is building its own electric vehicle batteries.

特斯拉公司(纳斯达克代码:TSLA)首席执行官埃隆·马斯克对竞争对手的消息做出了回应大众汽车公司(场外交易代码:VWAGY)正在制造自己的电动汽车电池。

What Happened: Musk tweeted "Great!" in response to a Slashdot article that said Tesla's German rival was announcing a $20 billion effort to build its own EV batteries.

发生的事情:马斯克在推特上说:“太棒了!”一篇报道称,特斯拉的德国竞争对手宣布斥资200亿美元制造自己的电动汽车电池,作为对这篇文章的回应。

Great!

— Elon Musk (@elonmusk) July 8, 2022

太棒了!

-埃隆·马斯克(@elonmusk)2022年7月8日

Volkswagen will create a new company called Power Co to build batteries as it vies to secure enough capacity, according to Slashdot.

大众将创建一家新公司,名为电力公司根据Slashdot的说法,在竞争确保足够的容量的同时,制造电池。

Why It Matters: It was recently reported that Warren Buffett-backed BYD Co (OTC:BYDDY) will begin supplying batteries to Tesla. The Musk-led company also gets supplies from China's CATL, the world's largest EV battery maker, also a supplier to Volkswagen.

为什么这很重要:最近有报道说,沃伦·巴菲特-支持比亚迪公司(场外交易代码:BYDDY)将开始向特斯拉供应电池。这家以马斯克为首的公司还从中国CATL,全球最大的电动汽车电池制造商,也是大众汽车的供应商。

Musk recently dismissed a forecast by Bloomberg Intelligence that Volkswagen could emerge as the top electric vehicle maker by 2024.

马斯克最近驳斥了彭博情报(Bloomberg Intelligence)的一项预测,即大众汽车可能在2024年成为最大的电动汽车制造商。

Volkswagen expects half of its global sales to be EVs by 2030 and sold 8.6 million vehicles worldwide last year, out of which 452,900 were battery EVs. In contrast, Tesla sold almost a million EVs in 2021.

大众预计,到2030年,其全球销量的一半将是电动汽车,去年全球销量为860万辆,其中45.29万辆是电动汽车。相比之下,特斯拉在2021年售出了近100万辆电动汽车。

Price Action: On Thursday, Tesla shares closed 5.5% higher at $733.63 in the regular session and fell 0.4% in the after-hours trading. On the same day, Volkswagen OTC shares jumped 5.5% to $18.24 in regular hours, according to Benzinga Pro data. 

价格行动:周四,特斯拉股价在常规交易时段收盘上涨5.5%,至733.63美元,盘后交易中下跌0.4%。根据Benzinga Pro的数据,同一天,大众OTC股价在正常时间内跃升5.5%,至18.24美元。

Benzinga's Take: While Volkswagen has emerged as a potent rival to Tesla, particularly in Europe, it may find battery making to be a challenging proposition. Recently, Rivian Automotive Inc (NASDAQ:RIVN) CEO R.J. Scaringe touched upon the shortages in raw materials needed for battery making. These shortages extend to cobalt, lithium and nickel. According to Scaringe, 90% to 95% of the supply chain simply doesn't exist.

本辛加的观点:虽然大众已经成为特斯拉的有力竞争对手,尤其是在欧洲,但它可能会发现,电池制造是一个具有挑战性的提议。最近,Rivian汽车股份有限公司纳斯达克(Sequoia Capital:RIVN)首席执行官R.J.斯卡林格谈到了电池制造所需原材料的短缺。这些短缺延伸到钴、锂和镍。根据斯卡林格的说法,90%到95%的供应链根本不存在。

Read Next: Volkswagen Says US Could Face Many Challenges To Ramp Up EV Battery Output

接下来请阅读:大众汽车称美国在提高电动汽车电池产量方面可能面临许多挑战

Photo via BoJack on Shutterstock

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