這是百年難得一見的機遇，期待台循積極奮起
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香港文匯報引述韓國《先驅經濟》報道稱，美國汽車“三巨頭”福特、通用、Stellantis都與寧德時代有合作。中國化學與物理電源行業協會數據顯示，2024年，中國鋰離子電池累積出口額為611.21億美元。美國是中國鋰離子電池出口第一大市場，出口金額為153.15億美元，同比增長13%，佔中國鋰離子電池出口額的25%，佔比較2023年提高4.2個百分點。2020年至2024年，作為中國鋰電池產業最大的海外單一市場，美國連續五年穩居第一大出口目的地。
內地《財經》雜誌統計，2024年美國鋰電池進口總額中超過80%來自中國，整個鋰電池供應對中國的依賴度超過70%，特別是儲能系統和低成本電動車需要的磷酸鐵鋰電池，完全依賴中國供應。
黃河科技學院客座教授張翔直接指出，關稅政策影響下，美國對中國製造依賴較高，市場受衝擊較大。他告訴香港文匯報記者：“整車企業在選擇關鍵零部件供應商時，通常需要至少一至兩年的考察與開發周期。這不僅涉及到產品的技術對接，還包括一整套從設計、測試到大規模量產的流程。在電池供應領域尤為如此。以寧德時代為例，其與通用汽車就電池系統的匹配與開發投入了大量時間和資源，確保電池產品能夠滿足通用旗下新能源汽車的性能、安全和續航需求。”所以，一旦確定了配套合作關係，整車廠在短期內更換電池供應商的可能性極低。如果通用汽車決定停止使用寧德時代的電池，不僅需要重新尋找合作夥伴，還需重構電池系統的技術方案，重新進行整車匹配測試和認證。這一過程可能耗時兩年以上，並帶來較大的技術和成本風險。
動力電池佔整車成本30%至40%
此外，美國產的特斯拉亦依賴中國電池。據東吳證券研報，2024年一季度寧德時代美國市場份額為14.3%，這部分市場份額主要是通過出口給特斯拉實現的，特斯拉使用磷酸鐵鋰版本的電池作為標準續航版。儘管2024年美國《通脹削減法案（IRA）》導致退稅減少，影響了寧德時代在美國的市場份額，但隨著和福特、通用、特斯拉等主要汽車製造商的合作，寧德時代預計其在美國市場的份額將逐步提升至15%以上。
“據估算，動力電池約佔新能源汽車整車成本的30%至40%，一旦電池價格上漲1.25倍，整車製造成本將大幅上升。”張翔認為，在這一背景下，儘管美方已對中國產品徵收125%的高額關稅，但美國本土車企短期內仍需繼續從寧德時代採購電池。這將直接推高其新能源汽車的生產成本。這一成本上升最終將由美國消費者承擔，體現在整車售價的大幅提高。此外，隨著美國新能源汽車價格上漲，其在全球市場的價格優勢和性價比也將大幅下降，從而影響其國際競爭力
趨勢沒看錯
就是買錯公司
公司持股9成以上
集團用低價買進子公司的電池
母公司帳面漂亮
能元股東滴血
不上市再多利多股價還是破底
回頭看張董的回收價真是佛心
不滿足那就5塊見
1-成功獲得了電動飛行器（eVTOL）的長期訂單。
2-成功進入 AI 資料中心新世代備援系統(BBU)等領域的電池供應鏈。
Archer Aviation New Production Plant, Covington Georgia,
May 18 2025
美國資本助力寧德時代香港上市 挨轟危及國安
www.cna.com.tw/news/acn/202505210231.aspx
真的會經營嗎?
資料中心和AI運算的終極安全而設計。
Molicel S Series Engineered for Ultimate Safety in BBUs, Data Centers, and AI computing
Launching in 2025, Molicel’s high-safety, ultra-power S Series is engineered to provide reliable power for Battery Backup Units, and is currently being shipped to major CSPs.
The S Series delivers outstanding performance across both 18650 (including the 100W/36A INR-18650-P22S and 160W/54A INR-18650-P30S) and 21700 (featuring the up to 200W/100A INR-21700-P50S) cell formats.
Engineered for safety and high discharge with low flammability, the S Series supports OCP ORV3 for data center BBUs, as well as the new high-voltage system, showcasing Molicel’s leading reliable battery solutions for data centers and AI computing.
TAIPEI, May 9, 2025 /PRNewswire/ -- Molicel, a leading innovator in advanced battery technology, showcased its latest advancements at the International Battery Seminar & Exhibit 2025, introducing the groundbreaking S Series ultra-high power cells alongside its established P and X Series. The highlight of the event was the debut of the S Series, a 2025 ultra-high power cell line designed for unparalleled safety and performance.
The S Series ultra-high power cells are engineered with optimized long calendar life and low flammability, providing exceptional safety and discharge capabilities. Specifically designed for Battery Backup Units (BBUs), hyperscale data centers, and AI computing, these ultra-high power cells deliver dependable power with over 1.5 minutes of backup time and a 6-year retention period, ensuring the highest safety standards.
Through sophisticated engineering of its interface technology, incorporating an optimized design and exclusive SEI/CEI technologies, the S Series provides outstanding performance in both 18650 and 21700 cell format. The 18650 format includes the INR-18650-P22S, achieving a maximum power output of 100W and a maximum discharge current of 36A, and the INR-18650-P30S, reaching a maximum power output of 160W and a maximum discharge current of 54A, respectively. The 21700 format features the INR-21700-P50S, delivering high power output up to 200W and a maximum discharge current of 100A.
This advanced technology yields key advantages, including an ultra-low impedance of 13 mΩ, high reliability with 6 years of sustained performance and stable performance at elevated temperatures of 35-45°C for both standby and operation.
The NVIDIA GB300’s enhanced computing demands higher energy consumption, requiring advanced power management and safer battery for increased power loads. Consequently, to ensure AI computing stability, GB300 is expected to standardize BBUs in servers, driving increased BBU adoption as server power needs rise. The BBU for OCP (Open Compute Project) Open Rack Standards supports OCP ORV3’s 48V-54V power system for BBU, providing a stable power supply for high-performance servers. OCP has now migrated to a third-generation standard that refines high voltage standards designed for AI data centers.
In data centers, safety is paramount. To achieve this, it’s crucial to control the flammability of battery cells, ensuring overall battery pack safety. Molicel’s research and development of high-safety cells focuses on shaping thermal behavior, a key aspect of our S series future roadmap. Molicel is actively exploring thermal behavior and flame mechanisms through both active control and passive suppression. By utilizing high thermal stability separators, Molicel has successfully modified gas release behavior, making our cells the safest choice for data centers and generative AI computing, surpassing competitors in performance.
The S Series, with an unwavering focus on safety, advances battery technology with superior performance for critical applications like BBUs and data centers. Our ultra-high power cells, available in 18650 and 21700 formats, are engineered to achieve not only high reliability and stable performance, but also the utmost safety assurance. Shipments to major CSPs underscore our leadership in both innovation and safety. said Casey Shiue, President of Molicel.
Molicel remains steadfast in its commitment to continuous research and development. This ongoing dedication aims to further enhance battery performance, safety, and sustainability, ultimately delivering cutting-edge ultra-high power cells to meet the evolving demands of this rapidly growing application.
www.luxurywatcher.com/zh-Hant/article/34791