超级充电团队(Supercharger)

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特斯拉裁掉的充电天团,自立门户了
汽车商业评论· 2025-08-18 23:04
Core Viewpoint - The article discusses the emergence of Hubber, a new company founded by former Tesla Supercharger team members, focusing on urban high-power fast charging solutions after the significant layoffs at Tesla in April 2024 [9][10][28]. Group 1: Background and Context - In April 2024, Tesla laid off nearly the entire Supercharger team, affecting about 500 employees, which led to a slowdown in the expansion of its charging network [9][28]. - The layoffs created a ripple effect in the industry, with many former employees being recruited by other charging networks or starting their own ventures [11][28]. - Hubber was founded by three former Tesla employees who had previously managed the construction of 100 stations and 1200 superchargers in the UK and Ireland [12][22]. Group 2: Hubber's Business Model and Strategy - Hubber aims to become the "urban high-power fast charging expert" in the UK, focusing on deep grid access and efficient infrastructure delivery [16]. - The company plans to use £60 million (approximately 5.86 billion RMB) in funding to establish around 30 hubs with a total capacity of about 100 MW in major UK cities [17][20]. - The first station is set to open in Forest Hill, London, on August 20, 2024, in collaboration with RAW Charging, offering free fast charging for the first week [18][20]. Group 3: Market Positioning and Target Customers - Hubber targets high-utilization vehicles such as taxis and local delivery vehicles, emphasizing speed, accessibility, and cost over amenities like dining or shopping [20][30]. - The company strategically selects locations that may be off main roads but have sufficient electrical capacity and short access routes to optimize throughput and overall costs [21][30]. Group 4: Industry Implications and Future Outlook - The article highlights a broader trend of talent migration and entrepreneurship following significant corporate restructuring, indicating a shift in the electric vehicle infrastructure landscape [28][30]. - Hubber's approach reflects a growing need for reliable and efficient charging solutions, moving from a focus on quantity to quality in charging station deployment [29][30]. - The evolution of the industry suggests that the real scarcity lies not in the number of charging stations but in the combination of optimal locations, grid connectivity, and high power capabilities [29][30].