松下电池的困境:避开中国竞争,北美需求焦虑

芝能汽车
Sep 05

芝能汽车出品在全球动力电池产业格局里面,松下电池是老前辈,作为特斯拉最早的合作伙伴,在中国动力电池企业攻城略地的过程中,松下选择和中国友商错开。依托北美本土化布局与技术积累,保持了在高能量密度圆柱小电芯领域的优势,最大的客户特斯拉在美国市场的销量放缓,加之政策的突然转向,松下在美国的市场(堪萨斯的新工厂)的需求遇到了非常大的挑战。Part 1松下能源电池业务的挑战松下能源的战略是很简单的,由于美国...

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