電池突然多 20%續航 竟然不用換材料 不搞固態 就靠改個 電極結構 這是真的嗎？ 芝加哥大學最新 Nature Energy 論文 直接把4.55%V NMC811電池 C/3充放1000次 後還留78%容量 庫侖效率 穩超99.9%！ 傳統電池一過 4.2%V就瘋狂衰退 為啥？ 因為濕漿料工藝 搞出電氣孤島 有的粒子 吃到4.8%V 直接溶解 塗層添加劑 根本救不了 但芝大 這招乾電極 用碳奈米纖維 +PTFE扭成 超均勻導電網 把高壓痛點 一次解決 電壓全均勻 副反應暴減 電極能做超厚 活性物衝到 99%以上 還環保省毒溶劑！ 能量密度 直接起飛20% 更狠的是 Tesla從4680 一開始就 all in乾電極 現在2026年 全乾陰陽極 已經量產 成本還在狂掉！ 別人還在頭痛漿料 Tesla已經 跑在最前面 這不只是省錢 這是電池界的 降維打擊啊 你說Tesla會不會 把這波紅利 吃到飽？ 續航焦慮 真的要改變 歷史了！. ...

你知道賣一台 Roadster 特斯拉到底 能賺多少錢嗎？ 答案絕對會 讓你嚇一跳 有金融分析師 算了一筆帳 假設一台 Roadster 賣 25 萬美元 你猜光是毛利 它等於多少台 Model 3呢？ 不是3-5 台 是整整 14 台！ 你覺得這很誇張？ 我們看看對手 法拉利的 毛利率 50%！ 保時捷 911 毛利率 超過 40%！ 這些都是 頂級的賺錢機器 所以你認為 憑特斯拉的 技術和成本控制 Roadster 的毛利率要 做到 35% 會很難嗎？ 所以別再 傻傻地以為 這只是個 富豪的玩具了 它根本就是 馬斯克 藏在財報裡 準備隨時 拿出來王炸的 超級武器！. ...

Government Policy & Regulation - The potential shift in US government policy under a new administration poses a significant threat to the EV industry, potentially reversing previous support [1][2] - Elimination of the $7,500 EV tax credit could substantially reduce incentives for car buyers, impacting sales [2] - Reduced funding for charging station infrastructure and relaxed emission standards further hinder EV adoption [3] - The previous White House's goal of 50% of new cars being electric by 2030 is now unlikely to be achieved [3] Market Trends & Projections - Analysts predict a downturn for the EV industry due to policy changes and reduced tax incentives [4] - Bloomberg researchers have revised their 2030 EV market share projection downwards by nearly half, reflecting the impact of the new administration's policies [4][5] - Global EV sales are still growing, particularly in Europe and China, where they accounted for almost two-thirds of global sales last year [10] Company Performance & Challenges - Major EV projects, including factories worth billions of dollars, are being paused or cancelled [3] - Tesla's sales have declined by more than 10% in the first half of 2025 [6] - The cost of used Teslas has plummeted from over $67,000 to just over $28,000 in three years [7] Public Perception & Concerns - Growing public animosity towards Elon Musk and Tesla is negatively impacting the brand [5][6] - Concerns about the availability and reliability of charging stations are hindering EV adoption [7] - Some customers find electric pickups lacking the power of their gas-powered counterparts [8] Environmental Impact - Reduced EV adoption could hinder efforts to combat climate change, as transportation remains a major contributor to emissions [8] - Despite emissions from manufacturing and charging, EVs emit significantly less pollution over their lifespan compared to gas-powered vehicles [9] - Air pollution is estimated to cause over 100,000 deaths in the US annually [9]

US Battery Industry & China's Role - US's Inflation Reduction Act allows Chinese battery manufacturers to establish joint ventures in the US and receive \$35 per kilowatt-hour in tax credits, potentially benefiting Chinese suppliers by \$35 billion [2] - The joint venture policy requires a gradual reduction of reliance on Chinese materials, with 60% of materials from the US or other countries by 2026 and 85% by 2030 [2] - Despite the potential benefits, former President Trump's policies, including tariffs on China and reduced tax incentives, could deter battery manufacturers [2] - Local opposition, as seen with Gotion's battery plant plan in Michigan, can hinder the implementation of favorable policies [2] Tesla's Optimus Project - Tesla's Optimus project is temporarily suspended from mid-June 2025 for two months to redesign hardware and software [2] - Tesla is optimizing key areas, including joint actuators' thermal control, hand load-bearing capacity, transmission mechanism durability, and battery life [2] - The project's leader, Milan Kovac, left Tesla in June 2025, potentially impacting the future development of Optimus [2] Tesla's Market Performance & Strategy - Tesla dominated the South Korean imported electric vehicle market in the first half of 2025, accounting for approximately 60% of sales with 19,212 vehicles [3] - Elon Musk hinted at the potential launch of Full Self-Driving (FSD) in South Korea [3] - Xiaomi CEO Lei Jun recommended the Model Y to customers who are unwilling to wait for Xiaomi's YU7 SUV, acknowledging Tesla's technological and market leadership [3]