松下电池助力特斯拉Model Y续航达450英里

松下电池助力特斯拉Model Y续航达450英里

2025-09-28Technology
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马老师
早上好,小王,我是马老师,这里是专为你打造的 Goose Pod。今天是9月29日,星期一。
雷总
我是雷总,今天我们来聊一个让所有电动车爱好者兴奋的话题:松下电池助力特斯拉Model Y续航达到450英里。
雷总
好,我们are OK!直接看产品。松下这次放了个大招,他们正在研发一种“无负极”设计的新电池。根据官方数据,能量密度能提升25%!这意味着,如果把它用在现在的Model Y上,续航能直接增加90英里,也就是差不多145公里。
马老师
哎,这个很有意思,you know?雷总,这就像一个武林高手,闭关修炼,突然打通了任督二脉。松下这次不走寻常路,直接把负极在制造时“干掉”,充电后自然形成。这一下就给正极材料腾出了更多空间,内力自然就深厚了。
雷总
没错!这多出来的空间可以装更多的镍、钴、铝这些“内功心法”——也就是活性正极材料。体积不变,容量大增25%,算下来总续航轻松突破450英G里,大约725公里。松下说了,这个技术预计2027年底就能问世。
马老师
我认为啊,这个时间点很有讲究。2027年,刚好是下一波电动车技术浪潮的节点。松下这一招,不仅是秀肌肉,更是在为未来的江湖地位布一个大局。这是在宣告:老牌劲旅,依然能打。
马老师
说起松下和特斯拉,那可真是一段“爱恨情仇”的往事,you know?最早的时候,全世界都觉得电动车是天方夜谭,只有松下,像个独具慧眼的伯乐,在2009年就决定和特斯拉合作。他们不仅投了3000万美元,还成了特斯拉独家的电芯供应商。
雷总
是的,这段历史我非常了解。从最初的18650电池,到后来我们熟知的Model 3上用的2170电池,再到未来规划的4680电池,可以说,没有松下,就没有特斯拉的今天。他们一起在美国内华达州建了那个著名的Gigafactory,超级工厂!
马老师
对,这个合作模式,我称之为“生态化反”。它已经超越了简单的甲乙方关系。为了更好地合作,松下还专门派了一位高管山田佳彦常驻特斯拉,他的任务不仅仅是谈生意,更是要打通两种完全不同的企业文化。一边是硅谷的快节奏,一边是日本的百年匠心。
雷总
这种磨合太重要了。工程师的思维就是这样, specs很重要,但人和人的对齐更重要。他们的合作从电池扩展到太阳能业务,松下甚至为特斯拉在纽约布法罗的太阳能工厂投入了资本。这说明双方的信任已经达到了非常高的水平。
马老师
所以你看,松下的投资,不仅仅是钱,更是一种背书。它告诉全世界,特斯拉的技术是靠谱的。而对松下自己来说,这也是它百年愿景里,拥抱IoT、机器人这些新兴技术的重要一步。这是一个双赢的“局”,你懂的。
马老师
但是,江湖不是请客吃饭,你懂的。就在松下和特斯拉你侬我侬的时候,中国的和韩国的电池厂商,像CATL宁德时代、LG、BYD,突然就崛起了。他们就像武林里杀出来的新秀,个个身怀绝技,而且价格打得特别狠。
雷总
是的,竞争非常激烈。尤其是在LFP,也就是磷酸铁锂电池路线上,中国公司有巨大的供应链优势。你看,宁德时代最新的储能产品TENER,能量密度和安全性都做到了极致,而且宣称五年零衰减。这给整个行业带来了巨大的压力。
马老师
这就形成了一个“围城”的局面。松下发现,自己曾经的优势正在被快速蚕食。所以这次发布的新技术,我认为,是松下的一次绝地反击。它要用自己最擅长的“内功”——高能量密度的三元锂电池技术,重新夺回话语权。
雷总
不过,任何电池技术的突破,都要面临三个终极拷问:成本、寿命和安全性。实验室里的数据再漂亮,如果成本太高,或者充放电几百次就衰减得厉害,那也是没有意义的。松下这次的“无负极”设计,能不能过这三关,才是关键。
马老师
一旦松下成功了,这个impact会非常大。首先,对于消费者,一辆续航700多公里的Model Y,基本就没什么里程焦虑了,从北京开到济南打个来回,中间都不用充电。这会极大地刺激特斯拉的销量,你懂的。
雷总
没错。其次,对整个行业来说,这会重新点燃“能量密度”的竞赛。大家可能会重新审视三元锂电池的潜力。现在全球的大圆柱电池市场,松下、LG和三星SDI加起来的份额已经超过一半,松下的新技术会进一步巩固日韩企业在这个领域的优势。
马老师
这就像在平静的湖面上,扔下了一颗巨石。所有的玩家,包括宁德时代和BYD,都必须思考如何应对。是跟进高能量密度的技术,还是继续在LFP电池上深耕成本和安全?这是一个战略选择。市场的格局,可能会因此而改变。
雷总
展望未来,我觉得战局会更有趣。一方面,特斯拉自己也在研发全新的4680电池,并且计划在2026年推出四个新版本。另一方面,松下也没有把所有鸡蛋放在一个篮子里。他们在堪萨斯州投了40亿美元建新工厂,除了特斯拉,还会给Lucid等其他车企供货。
马老师
这就叫“开放赋能”。松下正在从特斯拉的“专属武器匠”,转变为面向整个武林的“神兵坊”。我认为这是非常明智的一步棋。技术最终是要服务于更广阔的市场,才能实现它最大的价值。未来的电池江湖,一定是百花齐放的。
马老师
好了,今天的讨论就到这里。感谢收听 Goose Pod,我们明天再见。
雷总
See you tomorrow!

## Panasonic Unveils New Battery Technology to Boost Tesla Model Y Range **News Title:** Panasonic has battery that can give Tesla Model Y 450 miles of range **Report Provider:** Electrek (Author: Fred Lambert) **Date:** Published September 18, 2025 ### Key Findings and Conclusions Panasonic, a prominent Japanese manufacturing giant, is developing a novel battery cell technology that promises to significantly enhance the range of electric vehicles, particularly the Tesla Model Y. The company claims this new battery could add approximately **90 miles of range** to the Model Y, potentially pushing its total range to **over 450 miles (725 km)**. ### Critical Information and Statistics * **Range Increase:** The new battery cell is projected to add around **90 miles (approximately 145 km)** to the Tesla Model Y's driving range. * **Total Range Potential:** This improvement could bring the Model Y's total range to **over 450 miles (725 km)**. * **Energy Density Improvement:** Panasonic anticipates a **25% increase in energy density** with this new technology. This increase is attributed to a design that eliminates the anode during manufacturing, allowing a lithium metal anode to form naturally after the first charge. This frees up space for more active cathode materials (nickel, cobalt, and aluminum), thereby increasing capacity without altering the cell's overall volume. * **Availability Timeline:** Panasonic aims to make this new battery technology available by the **end of 2027**. * **Historical Context:** Panasonic played a crucial role in the early adoption of Li-ion batteries in electric vehicles, being the sole battery cell manufacturer to partner with Tesla during its initial efforts. While this partnership was beneficial for Panasonic's battery business, Korean and Chinese manufacturers have since surpassed it. The company is now seeking to regain its competitive edge with this new chemistry. ### Notable Risks and Concerns * **"Battery Breakthrough" Skepticism:** The article expresses a degree of caution regarding "battery breakthrough" announcements, noting that they often fail to deliver substantial results. * **Cost and Longevity:** A key concern is whether Panasonic can achieve the projected 25% energy density increase at a **reasonable cost** while maintaining **longevity**. New battery technologies often face challenges in one or more of these aspects. * **Competitive Landscape:** The success of this technology is important for Panasonic to put pressure on its competitors from China and Korea. ### Financial Data * **Cost:** Panasonic has **not discussed the cost** associated with this new battery technology. ### Trends and Changes * **Technological Advancement:** This development signifies Panasonic's effort to innovate and compete in the rapidly evolving electric vehicle battery market. * **Focus on Energy Density:** The core of the innovation lies in increasing energy density, a key metric for extending EV range. * **Strategic Shift:** Panasonic is looking to leverage new battery chemistry to catch up with leading competitors. ### Recommendations (Implied) * The article implicitly suggests that if Panasonic can deliver on its promises of increased energy density at a reasonable cost with good longevity, this new battery could be a significant success. ### Important Statements * "Panasonic states that the new battery technology will be available by the end of 2027." * "If achieved, the improvement would lead to a 25% increase in battery capacity, thus boosting the driving range of Tesla’s most affordable sport-utility vehicle, the Model Y, by almost 90 miles (about 145 km), at current battery pack size, Panasonic said." * "I’m always wary of “battery breakthrough” announcements, as they rarely pan out to anything substantial, but if they can deliver a 25% increase in energy density at a reasonable cost with longevity, it could be a winner."

Panasonic has battery that can give Tesla Model Y 450 miles of range

Read original at Electrek

Panasonic, the Japanese manufacturing giant, says it is working on a new battery cell that can add 90 miles of range to the Tesla Model Y – pushing it to over 450 miles (725 km). Of course, it could also just use fewer batteries and reduce the weight of the vehicle or other EVs. Panasonic deserves considerable credit for the electric revolution in the automotive industry this millennium.

When Tesla sought to incorporate Li-ion batteries into electric vehicles, Panasonic was the only battery cell manufacturer to join the effort. The partnership helped Panasonic significantly expand its battery business, but Korean and Chinese battery cell manufacturers soon surpassed it. Now, the company is looking to catch up with a new novel battery chemistry.

Panasonic’s proposed design eliminates the anode during manufacturing. Instead, a lithium metal anode forms naturally inside the cell after the first charge. This approach frees up space for more active cathode materials — nickel, cobalt, and aluminum — increasing capacity without changing the overall cell volume.

The company believes that it will result in a 25% increase in energy density, which could add about 90 miles of range on a Model Y (via Reuters): If achieved, the improvement would lead to a 25% increase in battery capacity, thus boosting the driving range of Tesla’s most affordable sport-utility vehicle, the Model Y, by almost 90 miles (about 145 km), at current battery pack size, Panasonic said.

Panasonic states that the new battery technology will be available by the end of 2027. It didn’t discuss cost. Electrek’s Take I’m always wary of “battery breakthrough” announcements, as they rarely pan out to anything substantial, but if they can deliver a 25% increase in energy density at a reasonable cost with longevity, it could be a winner.

The problem is that new batteries generally fail in one of those aspects. I hope it’s not the case for this project because competition is good, and I’d like to see Panasonic put some pressure on the Chinese and Korean battery manufacturers. FTC: We use income earning auto affiliate links. More.

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