Jiwei.com News, after releasing the Q3 financial report, according to the disclosures of Wall Street News and other media, Tesla stated in a subsequent conference call that the current production of 4680 batteries has increased by three times compared with Q2, with a weekly production of more than 1,000 sets of battery packs per week, and the second generation of production equipment has been installed in the Texas factory in the United States. The focus of the development of 4680 batteries in the future is to reduce costs and expand North American production.
According to reports, in the future, the 4680 battery cell will be mainly iron-based, and some of it will use lithium manganese manganese. It is hoped to increase the annual production capacity to 1,000GWh in the United States and be used in various mainstream models. At the same time, it is hoped to reduce the cost to US$70/kWh (contract RMB 507), while the current cost range of domestic power batteries is 800-1,000 yuan/kWh. However, Tesla also disclosed that this plan still faces challenges, and there is a detailed promotion timetable from now until 2026.
It should be noted that on October 14, the German Business Daily quoted sources with information that due to technical issues, Tesla suspended its 4680 battery production plan at its super factory in Berlin, Germany. Currently, only electrode research has been retained here, and all machines used to wrap, assemble and format the remaining production steps of battery cells will be transferred to the Austin factory in Texas, USA. In terms of performance, the report shows that the total revenue of Tesla Auto in the third quarter was US$21.454 billion, an increase of 56% compared with US$13.757 billion in the same period last year; the net profit attributable to common shareholders was US$3.292 billion, an increase of 103% compared with US$1.618 billion in the same period last year. Among the main competitors of
, BYD expects the net profit attributable to shareholders of listed companies in the first three quarters of this year to be 9.1 billion yuan to 9.5 billion yuan, an increase of 272.48% year-on-year to 288.85%. Among them, the net profit attributable to shareholders of listed companies in the third quarter is expected to be RMB 5.505 billion to RMB 5.905 billion, an increase of 333.60% year-on-year to 365.11%. There is still a big gap compared to Tesla, but BYD is growing faster.
(Proofreading/Zhan Xuliang)
