摘要4680重回Model Y,锂精炼与LFP产线将投产。特斯拉在最新财报电话会后披露,计划在2026年把资本开支提高到超过200亿美元,规模较过去几年显著抬升。作为对比,特斯拉2025年的资本开支约为85亿美元(财报口径调整后含能源系统采购),200亿美元实属“翻倍式抬升”。公司称,这笔投入将用于推动多条业务线的扩产与产线改造,其中便包括电池与锂资源环节的纵向整合。对锂电产业链而言,本次电话会...
Source Link摘要4680重回Model Y,锂精炼与LFP产线将投产。特斯拉在最新财报电话会后披露,计划在2026年把资本开支提高到超过200亿美元,规模较过去几年显著抬升。作为对比,特斯拉2025年的资本开支约为85亿美元(财报口径调整后含能源系统采购),200亿美元实属“翻倍式抬升”。公司称,这笔投入将用于推动多条业务线的扩产与产线改造,其中便包括电池与锂资源环节的纵向整合。对锂电产业链而言,本次电话会...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.