关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：锂电派 5 月 29 日消息，美国电动汽车电池生产长期以来一直以镍钴锰（NMC）化学成分为主导。然而，如今汽 车制造商正在改变这一局面，纷纷转向成本更低的磷酸铁锂（LFP）电池，以降低成本并使电动汽车对更 广泛的消费者群体更具吸引力。 通用汽车在这一转型中表现得尤为积极，致力于通过采用替代化学成分来降低其电动汽车的成本。据《韩 国经济日报》周二报道， 通用汽车的两大主要电池供应商 ——LG 新能源和三星 SDI，计划将磷酸铁锂 电池的生产引入美国。 如果这两家公司能够迅速行动，它们的工厂有望成为美国首批磷酸铁锂电池工厂，甚至可能赶在福特与宁 德时代合作的密歇根州磷酸铁锂电池工厂之前投产。后者的工厂原本计划于 2026 年开始生产，但由于出 现了一些延误和政治阻力，目前投产时间尚不明确。 -广告- "我们的电动汽车战略专注于设计能够持续降低成本、提升性能并实现本地化生产的产品。"通用汽车的一 位发言人对《 InsideEVs 》表示，"电池技术是我们这一战略的关键推动力。我们不对传言发表评 论。"他补充道。 目 ...

通用汽车在这一转型中表现得尤为积极，致力于通过采用替代化学成分来降低其电动汽车的成本。 据《韩 国经济日报》周二报道，通用汽车的两大主要电池供应商 ——LG 新能源和三星 SDI，计划将磷酸铁锂电 池的生产引入美国。 如果这两家公司能够迅速行动，它们的工厂有望成为美国首批磷酸铁锂电池工厂，甚至可能赶在福特与宁 德时代合作的密歇根州磷酸铁锂电池工厂之前投产。后者的工厂原本计划于 2026 年开始生产，但由于出 现了一些延误和政治阻力，目前投产时间尚不明确。 三星 SDI 与通用汽车在印第安纳州新卡莱尔的 35 亿美元合资企业已经计划于 2027 年开始生产棱柱形 电池单元。 而三星 SDI 部分原本为生产镍锰钴（NMC）电池而设计的设施进行改造，以生产磷酸铁锂 （LFP）电池，目前该公司已在为这一转变采购原材料和设备。 -广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 5 月 29 日消息，美国电动汽车电池生产长期以来一直以镍钴锰（NMC）化学成分为主导。然而，如今汽 车制造商正在改变这一局面，纷纷转向成本更低的磷酸铁锂（LFP）电池，以降低成本并使电动汽车对 ...

South San Francisco, CA, USA - May 1, 2022: A new Rivian R1T truck is seen at a Rivian service ... More center in South San Francisco, California. Rivian Automotive, Inc. is an electric vehicle automaker.gettyAfter a weekend marked by Warren Buffett officially announcing his departure from Berkshire Hathaway, investors are reminded of the importance of disciplined, fundamentals-based investing. Now, perhaps more than ever, investors need to be diligent in an increasingly speculative market.This week’s Dange ...

Core Viewpoint - Slate Auto aims to disrupt the high pricing trend of electric vehicles by introducing an affordable electric pickup truck, the Slate Truck, with a starting price of approximately $27,000, which can drop to $19,900 after federal subsidies [5][19]. Group 1: Product Features - The Slate Truck is a compact two-seat pickup with a base model featuring a 52.7 kWh battery, targeting a range of 240 km, while a higher model with an 84.3 kWh battery aims for 385 km [7]. - The truck's dimensions are 4435 mm in length, 1793 mm in width, and 1760 mm in height, making it smaller than competitors like the Toyota Hilux and Ford Maverick [7]. - The base model includes minimal features such as manual fabric seats and a small screen, appealing to consumers who prioritize practicality over advanced technology [8]. - Slate offers over 100 optional accessories for customization, including a removable SUV conversion kit, allowing the truck to transform from a two-seat pickup to a five-seat SUV [10]. Group 2: Market Positioning - Slate Truck targets the lower end of the market, focusing on small businesses and consumers needing practical vehicles rather than luxury models [17]. - The truck's post-subsidy price is significantly lower than competitors, with typical electric pickups priced above $40,000, making it an attractive option for budget-conscious buyers [19]. - The modular design and customization options cater to a growing demand for affordable electric vehicles in commuting and light commercial scenarios [21]. Group 3: Financial Backing and Strategy - Slate Auto has secured substantial funding, completing a $111 million Series A round and a $589 million Series B round, with investments from notable figures including Jeff Bezos [27][29]. - The company's revenue model focuses on low initial vehicle prices to attract customers, with plans to generate profit through add-on components and services, aiming for a balance point by 2027 [31][33]. Group 4: Challenges and Market Outlook - Slate faces challenges such as production capacity, brand trust, and competition from established automakers like Ford and GM, which have robust manufacturing and distribution networks [36][38]. - Despite these challenges, the growing demand for electric light commercial vehicles presents an opportunity for Slate Truck to capture market share from traditional manufacturers between 2026 and 2030 [39].

IT之家注意到，特斯拉 Cybertruck 在 2023 年上市后曾迅速成为美国最畅销电动皮卡，但如今 Cybertruck 销量 已掉到第九位。尽管如此，特斯拉品牌仍然凭借 Model S / 3 / X / Y 车型在美国电动汽车市场保有一定地位。 与此同时，其他品牌的电动皮卡车型也对相应销量榜虎视眈眈。根据 Cox Automotive 的最新数据，雪佛兰 Silverado EV 和 GMC Sierra EV 在 2025 年第一季度的销量分别为 2383 辆和 1249 辆，而 Rivian 的 R1T 则售 出 1727 辆。随着各家新车型的推出，预计相应领域的竞争将进一步加剧。 ▲ 福特 F-150 Lightning IT之家 5 月 17 日消息，分析公司 S&P Global Mobility 发文，透露 2025 年第一季度福特的 F-150 Lightning 电动皮卡成功超越特斯拉 Cybertruck，重新成为美 国最畅销电动皮卡。 参考相应数据，福特 F-150 Lightning 今年 3 月在美国市场共计注册了 2598 辆，作为比较，特斯拉 Cybertruck 为 2 ...

Investors knew 2025 could be a slow year for Rivian Automotive (RIVN 0.51%). The company's next vehicle launch, the highly anticipated R2, won't hit roads until 2026, and the company lacks any real visible catalysts. The good news for investors is that the automaker is finally gearing up to do a big marketing push, and it should provide a boost to stagnating sales.What's going on?Rivian's customers are passionate and invested in the brand, even though it's a relatively small player in the electric vehicle ( ...

Core Insights - CarMax reports a steady increase in consumer interest for used electric vehicles (EVs) over the last three years, with a 40% drop in average used EV prices during the same period, indicating a shift towards EV adoption [3][8] - The percentage of searches for "electric vehicle" on carmax.com has nearly doubled from January 2022 to February 2025, with notable spikes in March 2022 and June 2024 [3][8] - The Tesla Model 3 and Model Y remain the most popular EVs, while the Ford F-150 Lightning and Rivian R1T have entered the top ten list for the first time [4][8] Consumer Trends - The most traded-in vehicles for EVs at CarMax are sedans and coupes, with Toyota being the top brand traded in, followed by Honda and Ford [5] - The Tesla Model 3 is the top traded-in model for an EV, with many owners transitioning to the larger Tesla Model Y [5] Regional Insights - Oregon has surpassed California as the state with the highest percentage of EV sales relative to total vehicle sales at CarMax, with California and Washington following [6][8] - New states such as Utah, New Mexico, Minnesota, and New Jersey have entered the top ten list for EV sales compared to total vehicle sales [6] Financial Performance - In the fiscal year ending February 28, 2025, CarMax sold approximately 790,000 used vehicles and 540,000 wholesale vehicles at auctions, with CarMax Auto Finance originating over $8 billion in receivables [9]