若愚与硬哥转发了大博主对雷军王传福不提宁德的评论

Core Viewpoint - The article discusses the shifting dynamics in the electric vehicle (EV) industry, particularly the changing power balance between battery manufacturers and automakers, with a focus on the growing trend of automakers developing their own batteries to gain more control over costs and supply chains [3][4]. Group 1: Industry Dynamics - The power dynamics in the EV industry are changing, with automakers increasingly moving away from reliance on major battery suppliers like CATL (Contemporary Amperex Technology Co., Limited) [3]. - The traditional model where automakers had to "kneel" to battery suppliers for production capacity is being replaced by a more balanced approach, where automakers are looking to self-manufacture batteries or choose from multiple suppliers [3][4]. - The shift is driven by rising costs and the need for supply chain security, which has become a new key performance indicator (KPI) for executives [3]. Group 2: Self-Manufacturing Benefits - Developing in-house batteries can lead to clearer cost structures, often resulting in savings of 10-20% compared to purchasing from external suppliers, while also allowing for better performance specifications [4]. - Automakers are exploring different strategies for battery production, with companies like BYD opting for a fully integrated approach, while others like Xiaomi and Changan are taking a more hybrid route [4]. Group 3: CATL's Response - In response to the changing landscape, CATL is also adapting its strategies by focusing on technological advancements, tighter partnerships with automakers, and shifting its business model from merely selling batteries to providing "battery services" [4]. - The competitive landscape is evolving, with consumers now having the option to choose between vehicles with CATL's technology or those with transparent, self-manufactured batteries that promise cost efficiency and reliability [4].