特斯拉为何在Model Y中重新启用4680电池
Tesla has started building Model Y battery packs with its in-house 4680 cells again, more than two years after pulling the plug on the original 4680-equipped Model Y to prioritize Cybertruck production.
But this time, the motivation isn’t revolutionary battery tech. It’s tariffs. And also, Cybertruck’s poor sales mean the program doesn’t consume many batteries.
more…⚠️ 风险分析 中
摘要：特斯拉因关税压力，在Model Y中重新启用自产4680电池。
影响：关税政策影响特斯拉的供应链决策，可能增加其生产成本，并可能影响其全球定价策略和竞争力。
建议：建议评估关税政策对供应链的长期影响，并考虑多元化采购或本地化生产以降低风险。
「素履以往」
Not the sharpest mind, but the steadiest hand.
Not the sharpest mind, but the steadiest hand.