第一千四百三十九章 从上游的上游扼住上游
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埃隆·马斯克下意识的问:“你指的是?”
“电池。”李牧说:“我不知道你说的那个团队,能够把电池组以及电池管理技术研发的多么厉害,我只知道一块18650电池的容量不过只有两三千毫安,如果你想有几百公里的续航,那么恐怕至少要几千块这样的电池吧?”
埃隆·马斯克点头说道:“没错李总,正常情况下,我们要确保四百公里的续航,至少需要七千块电池。”
李牧感叹道:“你卖一辆车,别人就跟着卖掉七千块电池,如果他们每一块电池赚你1美元,那你卖掉一辆车,就等于帮电池生产企业赚了七千美元,我们自己辛辛苦苦卖一辆车能不能赚到七千美元还都是个未知数,如果将来大部分的净利润被他们截取了,那我们就失去了一切主动权,这个问题你要有所准备,不要到时候反而被上游原材料供应企业掐住脖颈。”
埃隆·马斯克说:“18650电池的技术很多企业都有,只是产品的性能和品控上略有差距,这块市场形成不了垄断,所以我想我们将来在电池企业面前还是很有谈判优势的。”
李牧听的暗暗摇头。
埃隆·马斯克虽然被称为现实中的硅谷钢铁侠,但是这哥们做事确实不够严谨,眼光虽然长远,但是相对的,漏洞与疏忽也多的吓人。
没预先考虑到产能的问题,是特斯拉上辈子一大硬伤,而电池成本在整车成本中占比过高,是特斯拉的一大死穴,等多年之后再去想扩充产能、自己研发电池、建设超级电池工厂已经太晚太晚了,那个时候全世界新能源汽车如雨后春笋般拔地而起,各大汽车企业纷纷宣布在不久的将来全面停止生产燃油车,各国政府也表态在未来将禁止燃油车在本国的销售,那时候再想办法扩充产能、研发生产电池,已经大大耽误了自己,白白浪费了起步较早的优势。
李牧心里感叹,埃隆·马斯克竟然没有预见到电池会成为新能源项目的一大核心痛点,真的是让李牧有些失望,等十几年之后,新能源汽车遍布全球的时候,别说电池价格水涨船高,就连锂电池的关键原材料锂和钴的价格也会突飞猛涨。
动力用锂十几万一顿,钴几十万一吨,尤其是钴,在锂电池里的使用占比并不比锂低多少,而且钴这东西比锂要稀缺的多的多,华夏那么大的国土面积,按照西方公布的数据来看,我国的钴储量也就占全球的1%,将来新能源时代来临的时候,谁掌握了钴,谁就是整个新能源行业的爸爸。
想到这里,李牧心念一动,锂电池的飞速发展至少还需要几年时间,而钴和锂的相关产业现在应该整体处于低谷或者平缓期,如果能用几年的时间去布局全球的钴矿、锂矿,以及配套的生产冶炼,那等到新能源时代到来,这些产业的市值至少翻十倍甚至几十倍,这本身就是一笔包赚不赔,而且利润率极高的买卖。
更重要的是,有了这些核心资源,李牧就能从电动汽车上游电池产业的上游,向下扼住电池行业的脖颈,将来这些企业如果敢装逼自己立刻从源头掠夺他们的利润,逼迫他们就范,甚至自己到时候可以布局锂电池生产的产业,自己打穿电池产业的上下游。
一旦自己能打穿上下游,形成自己不受完结影响的闭环,等锂电池原材料暴涨的时候,自己不但能保障自己的新能源汽车成本拥有更大的弹性空间,还能直接凭借自己对上游资源的把控,去狠撸其他锂电池生产企业的羊毛,最大程度坐收新能源产业爆发所带来的市场增长,这一块的布局,至少能换来数十倍收益,无论是经济角度,还是战略角度都非常值得。
于是,等飞机降落、安排好的车队将李牧一行人送至哈佛校内的酒店之后,李牧赶紧把李紫薇叫到自己的房间,对她说:“紫薇,给你一个重要的任务,这段时间你认真办一下。”
李紫薇忙道:“李总请说。”
李牧道:“通过外围和我们没有任何直接联系的壳公司,去请国际上比较知名的商业调查企业,帮我调查一下目前锂电池行业的整个市场情况,以及背后锂电池各种关键原材料的开采、生产加工情况,我要详细到每一种元素在全球各国的探明储量以及开采难易度、现阶段开采情况,还要具体到这些矿产在开采出来之后的去向,比如去了哪些国家、由哪些公司进行加工提炼,又卖给了哪些公司。”
李紫薇一边用笔快速记录,一边点头说道:“我都记下来了李总,还有其他的吗?”
李牧想了想,说:“锂矿、钴矿要重点留意,我想知道全世界的这两种矿石的行情走势,以及这两种矿石产业主要集中在谁的手里,有没有拿下的可能,如果有,大概需要多少资金!”
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