宁德时代：8-12万元区间车型终极解决方案是巧克力换电

2 月 15 日消息，宁德时代在投资者关系活动记录表中表示，公司截至去年底已布局了 10 大生产基地，未来拟加强海外基地布局。

公司计划推出的新产品 M3P，准确来说不是磷酸锰铁锂，还含有其他金属元素，公司称之为磷酸盐体系的三元，成本较三元下降，但仍占据新能源车一定成本。我们认为，8-12 万元区间车型终极解决方案是巧克力换电。碳酸锂等原材料短期成本上升后对公司有一定影响，可通过多种方式对冲；铜、铝可通过新技术大幅减少使用量。

宁德时代董事长曾毓群表示宁德的新技术布局不拘泥于行业已有方向，更有一些领先的化学材料的创新，研发创新的基础是公司的大规模数据收集和高算力计算平台；这个是二线玩家不具备的。会有其他玩家依靠价格抢市场，但宁德的成本一定是最低的、供应可靠性是最高的。

关于换电方面，曾毓群也表示，想争取 8-12 万这个电动渗透率比较低的市场。宁德可以拥有电池资产-通过商业模式创新发挥其电池“长循环寿命”的技术优势，同时进一步促进电池回收。

IT之家曾报道，今年 1 月 18 日，宁德时代全资子公司时代电服发布换电服务品牌 EVOGO 及组合换电整体解决方案，据悉该组合换电整体解决方案由“换电块、快换站、App”三大产品共同构成。

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