寧德時代緊貼特斯拉：將於上海興建 80GWh 巨型電池工廠，產能比內華達 Gigafatory 高一倍::DDCAR 電動車

《路透社》獨家報導 指出，寧德時代打算在上海興建一座巨型電池工廠，年產能上看 80GWh，將是寧德時代最具規模的電池工廠，產量更比特斯拉與松下合資的內華達超級工廠高一倍。

據悉寧德時代已經就新廠工程與上海市政府磋商許久，並想藉由這座規模堪比中國版 Gigafactory 的新廠加深與特斯拉的合作關係，目標是吃下特斯拉全球 50% 電動車與屋頂儲能設備的一半供應量，成為特斯拉的最大的電池夥伴。

特斯拉與寧德時代都未針對報導做出回應，路透社也沒有透露關於此座新工廠的預計建成時間表。

根據 SNE Research 統計，去年全球電動車市場的三大電池供應商分別為：寧德時代、松下、LG 化學，市占率分別為 25.92%、24.88% 與 17.11%，三大業者都與特斯拉有著緊密的合作關係。

<a data-ctorig="https://www.ddcar.com.tw/blogs/articles/detail/17287/%E9%87%8D%E9%87%91%E7%BA%8C%E7%B6%81%E7%89%B9%E6%96%AF%E6%8B%89%EF%BC%9A%E6%9D%BE%E4%B8%8B%E6%97%A5%E6%9C%AC%E5%B7%A5%E5%BB%A0%E6%98%8E%E5%B9%B4%E8%A9%A6%E7%94%A2-4680-%E6%96%B0%E5%9E%8B%E9%9B%BB%E6%B1%A0" data-cturl="https://www.google.com/url?client=internal-element-cse&cx=ee4c42b2033f51633&q=https://www.ddcar.com.tw/blogs/articles/detail/17287/%25E9%2587%258D%25E9%2587%2591%25E7%25BA%258C%25E7%25B6%2581%25E7%2589%25B9%25E6%2596%25AF%25E6%258B%2589%25EF%25BC%259A%25E6%259D%25BE%25E4%25B8%258B%25E6%2597%25A5%25E6%259C%25AC%25E5%25B7%25A5%25E5%25BB%25A0%25E6%2598%258E%25E5%25B9%25B4%25E8%25A9%25A6%25E7%2594%25A2-4680-%25E6%2596%25B0%25E5%259E%258B%25E9%259B%25BB%25E6%25B1%25A0&sa=U&ved=2ahUKEwjbmo35-vzwAhWSyosBHd86Az84ChAWMAV6BAgHEAI&usg=AOvVaw1y4TyCgUxQqCVDz4gHwUEz" dir="ltr" href="https://www.google.com/url?client=internal-element-cse&cx=ee4c42b2033f51633&q=https://www.ddcar.com.tw/blogs/articles/detail/17287/%25E9%2587%258D%25E9%2587%2591%25E7%25BA%258C%25E7%25B6%2581%25E7%2589%25B9%25E6%2596%25AF%25E6%258B%2589%25EF%25BC%259A%25E6%259D%25BE%25E4%25B8%258B%25E6%2597%25A5%25E6%259C%25AC%25E5%25B7%25A5%25E5%25BB%25A0%25E6%2598%258E%25E5%25B9%25B4%25E8%25A9%25A6%25E7%2594%25A2-4680-%25E6%2596%25B0%25E5%259E%258B%25E9%259B%25BB%25E6%25B1%25A0&sa=U&ved=2ahUKEwjbmo35-vzwAhWSyosBHd86Az84ChAWMAV6BAgHEAI&usg=AOvVaw1y4TyCgUxQqCVDz4gHwUEz" target="_blank">重金續綁特斯拉：松下日本工廠明年試產4680 新型電池 <a data-ctorig="https://www.ddcar.com.tw/amp/article/16203" data-cturl="https://www.google.com/url?client=internal-element-cse&cx=ee4c42b2033f51633&q=https://www.ddcar.com.tw/amp/article/16203&sa=U&ved=2ahUKEwiWgJ-R-_zwAhVIG6YKHYRkAZQ4ChAWMAB6BAgAEAI&usg=AOvVaw2M4OOVHFCRsfZCfE643bXp" dir="ltr" href="https://www.google.com/url?client=internal-element-cse&cx=ee4c42b2033f51633&q=https://www.ddcar.com.tw/amp/article/16203&sa=U&ved=2ahUKEwiWgJ-R-_zwAhVIG6YKHYRkAZQ4ChAWMAB6BAgAEAI&usg=AOvVaw2M4OOVHFCRsfZCfE643bXp" target="_blank">特斯拉電池不夠用：LG 化學砸百億擴增產線，電池產能要翻倍 目前特斯拉在中國生產的 Model 3 SR+ 就使用寧德時代的 LFP 磷酸鐵鋰電池，採用此款電池的特斯拉電動車起初僅用於中國內銷市場，但自去年起特斯拉開始將 LFP 版 Model 3 出口至歐亞多國。

分析師預估，寧德時代在今年全球電動車市場依舊會保持電池龍頭地位，市占率會進一步提高至 29.6%。

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