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进击的刀片电池:比亚迪PK宁德时代胜算几何?

2020/6/9 10:37:00 来源: 0

刀片电池时代几何

上海奇笙配资     ZHONGGUODIERDADONGLIDIANCHIGONGYINGSHANGBIYADI,ZHENGZAIXIANGXINGYEBAZHUNINGDESHIDAIFAQIFANGONG。

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ZHEISHIBIYADISHOUCIWEIYIJIAZHULIUKUAGUOCHEQIZAIHUAHEZIGONGSIGONGYINGDIANCHI,ZHEIJIAYUANBENYIKAODIANCHIYOUSHI,CONGERLINGPAOZHONGGUOXINNENGYUANZHENGCHESHICHANGDEGONGSI,ZHUANERTONGGUODUIWAIGONGYINGZIJIZUIHEXINDEDONGLIDIANCHIJISHU,SHOUHUOXINDELIRUNKONGJIAN。

     BIYADIDONGLIDIANCHIZUIDADEJINGZHENGDUISHOUSHININGDESHIDAI(300750.SZ),ZHONGGUOQICHEXINGYESHIZHIZUIGAODEGONGSI,JIHUXIANGDANGYULIANGGE“BIYADI”。

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BUGUO,DAOPIANDIANCHIZAINENGLIANGMIDUSHANGYUSANYUANLIDIANCHIZHIJIANCUNZAIZHEMINGXIANDECHAJU。BIYADIHENINGDESHIDAIDEDIYILUNPKBEIHOUDEHEXIN,QISHISHILIANGJIAGONGSIDEJISHULUXIANBIPIN。

安全PK续航力?

3YUE29RI,BIYADIZAI“DAOPIANDIANCHI”DEFABUHUISHANG,DUIWAIGONGBULEDAOPIANDIANCHISHUNLITONGGUO“ZHENCICESHI”DESHIPIN。“DIANCHIDEZHENCICESHI,JIUXIANGWOMENPANDENGZHUMULANGMAFENGDENANDU。”DANGSHI,BIYADIGUFENFUZONGCAI、FUDIDIANCHIDONGSHIZHANGHELONGRUCIXINGRONG,YITUIJIEDAOPIANDIANCHIDEGAOANQUANXING。

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“CONGJISHUSHANGSHUO,DIANCHIBAOCENGMIANYOUGENGYOUHUADEANQUANJIEJUEFANGAN,DANTIDIANCHIZHENCICESHIDESHIJIXUQIUYIBUFUCUNZAI。”NINGDESHIDAIBIAOSHI。

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ANQUANSHIGUSHIXINNENGYUANQICHEFAZHANDEZHIMINGYINHUAN,ERXINNENGYUANANQUANSHIGUDEBENZHI,SHIDIANCHIRESHIKONG。

“ZAI500℃DEWENDUXIA,LINSUANTIELICAILIAOJIEGOUDOUFEICHANGWENDING,DANSANYUANLICAILIAOZAI200℃ZUOYOUJIUHUIFASHENGFENJIE,QIEHUAXUEFANYINGJIAOJULIE,HUISHIFANGYANGFENZI,GENGRONGYIYINFARESHIKONG。”6YUE3RI,FUDIDIANCHIGONGSIFUZONGJINGLISUNHUAJUNDUI21SHIJIJINGJIBAODAOJIZHEBIAOSHI。

上海奇笙配资SUIZHEJISHUDEJINBUYIJIBUTIEZHENGCEDUIXUHANGLICHENGDEBIAOZHUNDIAOZHENG,GAONENGLIANGMIDUCHENGWEIXINGYEZHONGDIANZHUIZHUDEMUBIAO,ZHEIYERANGSANYUANLIDIANCHIZAISHICHANGSHANGGENGSHOUHUANYING。ZHIDEZHUYIDESHI,JIBIANSHIBIYADI,ZAICHENGYONGCHELINGYUDABUFENCHEXINGTONGYANGDAZAIDESHISANYUANLIDIANCHI。

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BUGUO,YOUYENEIRENSHIFENXIRENWEI,XIANJIEDUANGAOXUHANGRENGRANSHIXIAOFEIZHEMAICHEDEZHONGYAOYINSU。ZAIDUANQINEI,SANYUANLIDIANCHIDESHICHANGZHULIUDIWEINANYIFASHENGGAIBIAN。

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产能扩张暗藏隐忧

上海奇笙配资JULEJIE,BIYADISHENGCHANDAOPIANDIANCHIDEZHONGQINGGONGCHANGZIJINNIAN3YUEKAISHITOUCHAN,YUJIDAOJINNIANDIJIANGYOU8TIAOSHENGCHANXIAN,GAIGONGCHANGQUANBUTOUCHANHOUDEGUIHUACHANNENGKEYIDADAO20Gwh。

GENJUBIYADIDEDIANCHIGUIHUA,BIYADIQIXIADEFUDIDONGLIDIANCHIGONGSIYIZAISHENZHEN、XIAN、QINGHAI、ZHONGQING、ZHANGSHA、GUIYANGJIANLISHENGCHANJIDI,DAO2019NIANDI,BIYADIJIANCHENGDIANCHICHANNENGWEI40Gwh,JINNIANDIANCHICHANNENGJIANGDADAO65Gwh,ERDAO2022NIANJIANGDADAO100Gwh。

上海奇笙配资BUGUO,2019NIAN,BIYADIDONGLIDIANCHIZHUANGCHELIANGZHIYOU10.75Gwh。YEJIUSHISHUO,MUQIAN,BIYADIDEDIANCHICHANNENGCUNZAIMINGXIANDELIYONGBUZU。

LIYUNFEIGAOSU21SHIJIJINGJIBAODAOJIZHE,XIANYOUDECHANNENGGUIHUASHIDUIWEILAIDIANCHIDUIWAIGONGYINGTIQIANZUOZHUNBEI,ZHONGGUOXINNENGYUANQICHESHICHANGDEGUIMOZAIWEILAIHUIYOUGAOZENGZHANGDEKONGJIAN。

NINGDESHIDAIFANGMIANTONGYANGYEZAIKUOZHANGZIJIDECHANNENG。DAO2019NIANDI,NINGDESHIDAIDONGLIDIANCHICHANNENGWEI53Gwh,MUQIANYIGONGGAODEZAIJIANXIANGMUCHANNENGWEI22Gwh。2019NIAN,NINGDESHIDAIDEDONGLIDIANCHIZHUANGCHELIANGWEI31.46Gwh。

ZAI2016NIANYIQIAN,BIYADIYIZHIWENJUZHONGGUODONGLIDIANCHISHICHANGDEGUANJUN,CONG2017NIANKAISHI,NINGDESHIDAIFANCHAOBINGZHUJIANLAKAIYUBIYADIZHIJIANDECHAJU。BIYADIXIANGYAOSUOXIAOCHAJU,GUANJIANZAIYUDIANCHIWAIGONGDEGUIMO。

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上海奇笙配资BUGUO,YINGXIANGBIYADICHANPINWAIGONGDEYIDAYUANYINZAIYU,CHEQIHUIHENGLIANG,TONGWEIQICHEZHUJICHANG,SHIYONGJINGZHENGDUISHOUSHENGCHANDEDIANCHISUODAILAIDEFENGXIAN。

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上海奇笙配资DUOWEIBIYADINEIBURENSHIGAOSU21SHIJIJINGJIBAODAOJIZHE,BIYADIDIANCHIYEWUDECHAIFENJIHUAMUQIANZHENGZAIANZHAOJIDINGDEJIHUATUIJIN。CONGMUQIANDEJINDULAIKAN,DIANCHIYEWUIPODESUDUKENENGYAOWANYUBANDAOTIYEWU。

 

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