Tesla(US:TSLA) 大鱼聊电动·2025-11-29 07:504680 Battery Technology and Production - Tesla CEO Elon Musk admitted that the dry coating technology for 4680 batteries was a wrong turn, but the key to reviving the technology lies in Cybercab [1] - The dry cathode coating process has proven difficult to scale for mass production, with challenges in achieving uniform powder application and speed [1] - Cybertruck's 4680 batteries are likely "hybrids," using dry coating for the anode but traditional wet coating for the cathode, or even imported electrode sheets [1] - Cybercab, slated for Q2 production next year, is seen as the ideal application for fully dry-coated 4680 batteries due to its less demanding performance requirements [1] - A new patent from Jeff Dahn's lab (US20250357544A1) introduces a new carbonate solvent called DMOHC, which can maintain over 99% capacity retention after 3000 hours at 85°C, addressing the issue of battery overheating [1] - Tesla is strategically aiming for 2026, when lithium refineries, cathode factories, Cybercab production lines, and optimized 4680 batteries will converge [1] Tesla's Expansion in India - Tesla's first "All-in-One" full-service experience center has opened in Gurugram, India, marking a significant step in the country [2] - The Gurugram center combines sales, delivery, service, and charging, completing Tesla's "car ownership" loop in India [2] - Tesla's India network will include 16 Supercharger stations and 10 destination charging stations [2] - Tesla is showcasing the Optimus Gen 2 humanoid robot in its Indian locations, promoting a vision of future technology [2] Tesla's Product and Brand Strategy - Tesla's stock closed at $430.17 on Friday, up 0.84% with a volume of 36 million shares [1] - Tesla has released Holiday Edition products, including an Optimus robot wearing a Cybertruck-themed sweater for $50 and a Cybercab Wind-up Racer for $35 [2] - Elon Musk anticipates Tesla will eventually produce millions of Cybercabs annually [2]