Tesla(US:TSLA) 大鱼聊电动·2025-10-14 06:26Geopolitical & Industry Control - China's export control on advanced battery technologies, including top-tier batteries, key cathode/anode materials, and manufacturing equipment, aims to restrict global battery supply chain development [1] - The export control is not merely about raw material price increases but a comprehensive restriction on battery technology [1] Strategic Validation - Tesla's early investment in vertical integration, from lithium mining to battery production in the US, is now seen as a strategic advantage [1] - The industry views Tesla's approach as a necessity for survival rather than an eccentricity [1] Technological & Economic Implications - The focus shifts from the cost of 4680 batteries to their importance for survival, highlighting the urgency of securing battery technology [1] - 4680 batteries are now seen as critical not just for Tesla but for the broader industry [1]