特斯拉欲自建电池生产体系

Core Viewpoint - Tesla is strategically building a domestic battery production system in the U.S. to reduce reliance on Chinese materials, which is a significant move in the industry where many companies still depend heavily on Chinese suppliers [1][2]. Group 1: Tesla's Battery Production Strategy - Tesla aims to produce batteries independently by manufacturing cathode active materials, refining lithium, producing anodes, coating electrodes, assembling battery cells, and selling its own vehicles [1]. - The company has been working for years to source and manufacture batteries domestically, with a notable reduction in the percentage of battery materials sourced from Chinese companies, which previously accounted for up to 39% [1]. Group 2: Collaboration and Supply Chain Resilience - Tesla plans to collaborate with manufacturers like Panasonic, which is building a battery factory in Kansas, to utilize domestically produced battery cells in its vehicles [2]. - By establishing a complete ecosystem of "lithium - materials - batteries - vehicles" in the U.S., Tesla aims to mitigate risks associated with international transportation and enhance supply chain resilience [2]. Group 3: Challenges Ahead - The construction of a fully independent battery supply chain is a significant challenge and will require a long time to validate the effectiveness of this strategic shift [2].