HTML 转 WORD

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--data-urlencode 'content=<div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="background-color:#fae220;font-weight:bold;">上午参观</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">生产流程：</div><ul yne-block-type="list" style="list-style-type:disc;"><li style="text-align:justify;list-style-position:inside;">材料搅拌</li><li style="text-align:justify;list-style-position:inside;">阴极涂布</li><li style="text-align:justify;list-style-position:inside;">阴阳极卷绕，形成裸电芯</li><li style="text-align:justify;list-style-position:inside;">注液、高温烘烤（实现电解液完全浸润）</li><li style="text-align:justify;list-style-position:inside;">压力化成:最关键，施加压力，充电。之后电池带电。</li><li style="text-align:justify;list-style-position:inside;">二封:刺破气袋，负压排除气体。</li><li style="text-align:justify;list-style-position:inside;">切折烫</li><li style="text-align:justify;list-style-position:inside;">分容:容量不符合要求的，剔除。</li><li style="text-align:justify;list-style-position:inside;">最后是检测，不良品挑选。测压，静置，再测电压，电压差很大，判断为不良品。</li></ul><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">整个生产周期在25天，动力电芯要更久，主要是后续的静置环节时间更长。其中ocv测试时间最长，要5天。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">基地布局：</div><ul yne-block-type="list" style="list-style-type:disc;"><li style="text-align:justify;list-style-position:inside;">深圳光明:前瞻技术，机器材料开发。</li><li style="text-align:justify;list-style-position:inside;">惠州:动力电芯</li><li style="text-align:justify;list-style-position:inside;">惠州研发基地:原型样品制作、客户样品制作、工艺设备研发。</li><li style="text-align:justify;list-style-position:inside;">浙江锂威:装修完成，手机笔记本电池为主</li></ul><div yne-bulb-block="image" style="text-align:justify;width:620;align:justify;height:465;"><img data-media-type="image" src="https://note.youdao.com/yws/public/resource/b13aee8cccc208d317deba0265aadf47/xmlnote/61DAA3670EE34E2C8222698775B0A7D5/107067" alt="" style="width:620px;"></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">消费电芯产能：</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">现在惠州厂每天60万只，达到最高峰。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">惠州、兰溪加起来，160-200万只一天。一个月5400万只。今年没有淡季。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">东莞:时间较久，做低端客户。随着兰溪厂开工，东莞厂手机电池产能会减少。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">动力电池：</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">磷酸铁锂21年做量产准备。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="background-color:#fae220;font-weight:bold;">下午环节</span></div><div yne-bulb-block="image" style="text-align:justify;width:620;align:justify;height:465;"><img data-media-type="image" src="https://note.youdao.com/yws/public/resource/b13aee8cccc208d317deba0265aadf47/xmlnote/57E5A4A8B2E240CABC3F581CE7BAA8E3/107066" alt="" style="width:620px;"></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="image" style="text-align:justify;width:620;align:justify;height:465;"><img data-media-type="image" src="https://note.youdao.com/yws/public/resource/b13aee8cccc208d317deba0265aadf47/xmlnote/DA8BCABDF1234C0C9243932E50E06652/107069" alt="" style="width:620px;"></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="image" style="text-align:justify;width:620;align:justify;height:465;"><img data-media-type="image" src="https://note.youdao.com/yws/public/resource/b13aee8cccc208d317deba0265aadf47/xmlnote/4A863E6E5D4E4D67BD771E5E7DC884A2/107068" alt="" style="width:620px;"></div><ul yne-block-type="list" style="list-style-type:disc;"><li style="text-align:justify;list-style-position:inside;">锂威4月1.1亿利润，全年比8亿以上，产出每天做到65万（规划产能60万）</li><li style="text-align:justify;list-style-position:inside;">小米订的2.8变为2.5 2.6亿</li><li style="text-align:justify;list-style-position:inside;">东莞10万只小电芯，年底不做手机电池</li><li style="text-align:justify;list-style-position:inside;">兰溪20万小电芯（总经理承诺9月份做到20万），omv都做进去。软包锂电池。</li><li style="text-align:justify;list-style-position:inside;">A客户:今年没有计划。22年浙江项目再看。浙江总共80万，现在30万，后面给苹果留40万。</li></ul><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q:动力电池长期份额?未来几年的增速?</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A:出口没算，不然量更高。一季度其实进入前八。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q:动力电池技术储备、前瞻布局?</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：纯电动、混合动力。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">混合动力:HEV，可替代日本产品。下一代，性能指标高于全世界同行。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">磷酸铁锂 三元 硅三大技术平台均有。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="text-decoration:underline;">HEV布局:</span></div><ul yne-block-type="list" style="list-style-type:disc;"><li style="text-align:justify;list-style-position:inside;">高能量密度:与同行比仍有竞争力</li><li style="text-align:justify;list-style-position:inside;">快充:充电五分钟，续航200公里。预研产品目标续航:250-300。</li></ul><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="text-decoration:underline;">储能:</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">长寿命、高性价比方案</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q:印度疫情对印度工厂的影响?</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：2500人，12个印度员工阳性。呼吸机、氧气瓶、药材都有。目前12人状态很好。中国员工15人打了疫苗。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">整体讲，比起周边公司，防控措施做得不错。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">客户没有停产、放假，工厂还在正常经营。整个印度生产经营没有停。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q:原材料成本上涨，对Q1和全年怎么看?</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：去年底有警示。做电池，研发、产线、客户重要，但归根结底是上游最重要。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">战略评估材料的趋势，与供应商一起分析、储备、做期货。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">看报表，就可以看出公司如何做。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q:手机缺芯，对锂威的影响?淡季是否感到压力?</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：与TI有20年合作，材料备到22年，保护IC备到12月，今年不受影响。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">IC加价30-40%不等，客户已接受。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q:消费到动力，怎么去弯道超车?</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：产业很大，能容纳好几家企业。汽车每年销量9kw量，10万亿规模的供应链。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">大众产品会做，细分的产品做特色化优势。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q:锂威增长太快，今年可能到60亿收入，管理如何去匹配?</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：最大问题不在于管理，而是研发。今年招500-600大学生，60个博士。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">500个体系文件，涵盖客户、园区管理等各方面。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">人才:一方面高薪聘请人才，一方面找大学生慢慢培养。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q:如何评估LG 三星在消费电芯上到差距?</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：</div><ul yne-block-type="list" style="list-style-type:disc;"><li style="text-align:justify;list-style-position:inside;">索尼：10年前索尼发明聚合物电池，后面是三星LG。索尼技术厉害，客户开拓不行。</li><li style="text-align:justify;list-style-position:inside;">三星 LG：主要是苹果 三星大客户。中国市场LG三星没了。他们的战略，最多是动力电池规划与发展，消费电池基本没了。聚合物这一块后续基本没有投资。产能在80万水平上。</li><li style="text-align:justify;list-style-position:inside;">国内：ATL冠宇 锂威 都很厉害。加上比亚迪，为国内最大四家。</li></ul><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">现在电芯没有技术门槛，材料中国陆续有了，技术甚至比LG三星还要好。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q:动力在原材料准备上，公司对供应商议价能力相对较差?</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：动力和3c有共通地方，对战略供应商有优势。今年缺货，还得支持公司。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">下一步会融合战略供应商，打造优势。材料、矿方面，也有储备。慢慢会看到优势，毕竟公司3C量在那里。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q：欣旺达研发人员1k多?是否有很多工程技师，多找人实实在在搞研发?</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：品质、工程都归入研发。除了锂威、动力电芯，工程对于公司能否顺利量产、良率会更重要。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q：动力事业部一个季度亏损一个多亿?亏损口径到底是什么?</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：没有摊公司管理费用，所有都是自有产生的。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q：刚提到Q2动力电池收入环比翻一倍到6亿，目前进度如何？</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：现在正常在走，二季度动力有很好表现。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">19年进入行业前八。21年HEV 。都是一些生命力旺盛的平台产品在销售。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q：现有客户能不能支撑行业前三目标?国内、欧洲市场客户如何开拓?</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：看研发 系统 生态是否构建完成。然后就是第一个到第n个项目。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">公司以整车系统来做好电池。4年沉淀。体系健全。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">有基础后，HEV更难， 70-80％ 是欣旺达。高技术起点，然后再进入BEV高端车型。核心客户三分之一以上是欣旺达。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">BEV 5年做到行业前三。新客户，注重差异化。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q：HEV 48V定点几乎没有看到欣旺达?</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：国内48V长安一汽 北汽 在做，但现在减少。HEV全系平台量在拉通。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">48V在欧洲表现强劲。都是总成项目。总成系统会比48V更有优势。欧洲碳中和，对48V HEV有新的意义。HEV份额会快速增长。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">过去48V HEV，国内很重视。现在发现3月开始，全都在转。 48V HEV节油没那么好。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">国内一些企业，整个动力总成成本做下来，未来是爆发性大机会。国外48V也在评估，很快会转过来。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q：对于海外的产品定位?</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：高端产品。动力电池，无论高端、低端车，一定要把电池做好。公司定位做高质量产品。BBG与五菱宏光mini不一样，国外是不管高低端，要把产品做好。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">BBG是欧洲爆款车，不代表品质低下。BBG出货量今年几万台，明年10万台，打开了公司在国外知名度。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q：盈利的要求?预期亏损控制的幅度?</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：每年几倍的增速。扭亏有个过程。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q：530目标（5年做到行业前三、产品0差错），到2026年如何预期动力电池出货体量与收入体量?产能建设规划与实施时间?</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：300-400亿。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">BEV用于 赚钱，HEV销售收入。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">惠州 南京，将来有第三个投资地点。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">具体产能、时间现在没分那么清。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q：纯电动以方型为主，后面有没有其他技术形式? 磷酸铁锂 三元，后续的比重?</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：方型生命周期较长。结构创新后，储能效率更高。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">新型长电芯的方向，原来方型铝壳的技术上，进一步精简成本。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">BEV上长期共存，不同动力配置。铁锂 性价比策略，代步车。研发投入三元上多一些。个人认为三元是主流。现在客户不会只看三元，有入门铁锂 中端三元。老平台铁锂，新平台 三个技术同时考虑。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q：笔电电池的价值量?</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：第一代 镍锌电池，不经用，重</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">第二代18650 ，重。小部分如工程用。未来2年可能都会被聚合物替代。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">第三代 70％用聚合物 。4-6块串并联。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">汽车整天在路上颠簸，聚合物表面是铝塑摸，软包在供应。个人判断，未来汽车上如果要用铝塑摸，可能转化为钢塑膜，强度更高，才能经得起颠簸。具体路线还在摸索。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q：动力电池未来的技术路线？</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：市场需求太大，可能几条技术路线同时存在。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="text-decoration:underline;">动力技术路线:</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">整车COB COC，方形是最重要方向。软包单体容量不能做很高，成本变高。软包结构还是很复杂。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">软包是夹层，长时间使用会有内压增长问题。密封靠pp融合，漏液解决了，长期可靠性受到挑战。方型靠密封圈、激光焊。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">长电芯等创新结构，也能达到很好的储能效率。软包技术随时能应对。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">现有技术体系:1.固态，氧化物+复合电解质。不解决根本问题。2.全固态，硫化物。环境非常敏感。成本、负极锂的问题，寿命不长。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q：未来5-10年电池包在单车价值量的变化?</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：新能源要逐步超越燃油车的竞争力。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">2024-2025年，磷酸铁锂要做到4毛钱，三元5毛多。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">汽车电池不会像手机那样大幅下降。三年后、五年后肯定下降，1.钴镍锰锂矿，公司去解决。成本会下降。2.动力电池投资大，3-5年后可能3个月量产，设备成本在下降，制造成本下降，良品率上升。3.结构:是否电池 底盘一体化。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">总体价格趋势往下走。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q：发展海外客户，主要市场在欧洲。未来在欧洲的新产能规划与产能节奏?</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：靠近汽车厂周边服务。国外劳动法有很大差异。已经启动海外产能的规划，地点还没定。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q：整车企业在做一体化，如何看待公司的角色?</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：电芯是很专业化的企业才能做，能不能做好要看2-3年。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">动力电池许多方面还存在不确定性。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">汽车厂做pack 集成很容易，做电芯很难。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">可以与电芯厂合作，比如成立合资公司，保证电芯供应。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q：智能硬件、第三方储能，此类业务长期发展战略?未来的市场地位?</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：电池 结构件，正好小米找公司成立合资企业。合资意义不大，于是公司就帮小米做智能硬件。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">公司一开始就差异化策略，以前市场上没有海量的存量，如各类智能硬件。于是做智能硬件组装，做了之后，组装毛利率与pack一样，但结构外壳是自己的、赚钱的。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">未来智能硬件组装，做200亿很轻松。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">这一块是手机电池之后的第二空间。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"> </div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;"><span style="font-weight:bold;">Q：一级市场整合收购的方式?</span></div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">A：新智能硬件层出不穷，会诞生新产业链。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">其中的一些企业，早期需要扶持，如石头科技、安克创新。公司愿意投小金额去帮助初创企业。</div><div yne-bulb-block="paragraph" style="white-space: pre-wrap;text-align:justify;">资金充裕的话多做一点，打造一个智能制造的平台，在公司平台上快速成长，把他们好的idea快速推入市场。</div>' \
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