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NGYEOWCHONG
2021-06-26

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Selling stocks to profit hundreds of billions, Panasonic is busy tearing off Tesla's "label"

将时间拨回到2009年，那时的特斯拉不过是另一家陷在部件产能泥潭中的初创企业，而它的掌门人埃隆·马斯克为了增强自身产能，正在全球范围内寻找外援。巧的是，当时日本电池产业龙头松下（Panasonic）对

Selling stocks to profit hundreds of billions, Panasonic is busy tearing off Tesla's "label"

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":125507798,"tweetId":"125507798","gmtCreate":1624678667314,"gmtModify":1703843465792,"author":{"id":3581667278730959,"idStr":"3581667278730959","authorId":3581667278730959,"authorIdStr":"3581667278730959","name":"NGYEOWCHONG","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":246,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Good</body></html>","htmlText":"<html><head></head><body>Good</body></html>","text":"Good","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/125507798","repostId":1145459385,"repostType":4,"repost":{"id":"1145459385","kind":"news","pubTimestamp":1624678023,"share":"https://ttm.financial/m/news/1145459385?lang=en_US&edition=fundamental","pubTime":"2021-06-26 11:27","market":"us","language":"zh","title":"Selling stocks to profit hundreds of billions, Panasonic is busy tearing off Tesla's \"label\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1145459385","media":"有牛财经","summary":"将时间拨回到2009年，那时的特斯拉不过是另一家陷在部件产能泥潭中的初创企业，而它的掌门人埃隆·马斯克为了增强自身产能，正在全球范围内寻找外援。巧的是，当时日本电池产业龙头松下（Panasonic）对","content":"Turn time back to 2009, when<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>However, it is another start-up company stuck in the quagmire of component production capacity, and its head, Elon Musk, is looking for foreign aid around the world in order to enhance its own production capacity. Coincidentally, Japan's battery industry leader at that time<a href=\"https://laohu8.com/S/PC\">Panasonic</a>(Panasonic) was also very interested in the automobile industry, so the two sides hit it off. In addition to the battery supply agreement, Panasonic has also injected capital into Tesla many times after its listing, and even built a joint venture factory with it.Over the years, Panasonic has provided high-quality batteries for Musk's super car-making plan, supporting Tesla's way to the throne of the world's largest car company by market value. But when people thought that this relationship would continue until the next decade, the relationship between Panasonic and Tesla took a sharp turn, and the two sides continued to friction on issues such as battery manufacturing.After entering 2021, Panasonic's actions have obviously become more radical-it not only publicly stated that it \"wants to get rid of Tesla's dependence\", but also sold all Tesla's shares not long ago.<img src=\"https://static.tigerbbs.com/49bd973c550aaf62c4ba645e310b4561\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\">\"Draw a line\" with TeslaAccording to a report on the Nikkei Chinese website on June 25, Panasonic has sold all its shares in Tesla before the end of March 2021, and has made a lot of profits from it. According to Panasonic's cash flow statement for fiscal year 2020 released in the same period, its asset sales revenue, including the sale of shares, reached 429.9 billion yen, an increase of 380 billion yen from the previous fiscal year.In 2010, Panasonic purchased 1.4 million Tesla shares at a price of US $21.15 per share, when Tesla had just gone public. In the past few years, Tesla's stock price has doubled dozens of times, and its rally reached its peak in 2020. Based on such an increase, a large part of the \"income from asset sales\" may be earned by Panasonic selling Tesla shares.While Panasonic is busy selling Tesla shares, former Panasonic CEO Kazuhiro Tsuga is also busy preparing to step down. Before becoming chairman, he expressed his views on Tesla, believing that Panasonic must increase the production of other brands of electric vehicle batteries to reduce its dependence on Tesla. Previously, he had always been considered a \"hardcore\" supporter of Musk.\"... We need to make batteries that are easy for other automakers to use, but it's hard to sell them at the moment unless there are other companies that can use the special cylindrical batteries we made for Tesla,\" Kazuhiro Tsuga said.Kazuhiro Tsuga's voice is not surprising. In fact, Panasonic had a plan to \"find a replacement for Tesla\" as early as a few years ago. This plan aims to establish joint ventures with Toyota and other car companies. Reduce Tesla's impact on the company. In the year when Tesla's Shanghai factory was built, Panasonic also got its wish to build a bridge with Toyota.Now that Panasonic is selling Tesla shares, its significance is more like putting an end to this \"marriage\" than demonstrating to the latter-it will still supply Tesla in the future, but the close partnership between the two parties has officially ended.<img src=\"https://static.tigerbbs.com/ab9f6f99916e8f9cafb30412479b4d73\" tg-width=\"1024\" tg-height=\"703\" referrerpolicy=\"no-referrer\">Why is Panasonic so busy ripping off the Tesla label?Why did the original good partner come to this point today? There is no other reason, but the relationship between Panasonic and Musk is really poor.Since 2019, Panasonic and Tesla have blamed each other for battery production. Musk believes that Panasonic's battery production capacity does not meet the standards of the Gigafactory, causing the company to restrict Model 3 production; Panasonic stated in its financial report that \"there is not enough production capacity to meet Tesla's expanding business\" and \"if Tesla continues to expand its business, batteries will be used up.\"At that time, Tesla and Panasonic had jointly established the Nevada Gigafactory in North America to meet the monster battery demand of the former, but on the other hand, Musk's requirements for battery quality and cost have also reached new heights. For example, Tesla's 21700 battery has a 20% increase in battery energy density compared to the 18650 battery, but the cost has dropped from US $180/Wh to US $170/Wh.High-quality batteries have indeed driven Tesla's sales in the market, but they have also overwhelmed Panasonic behind it. In September 2019, Kazuhiro Tsuga was bitter in an exclusive interview with the media, saying that Musk repeatedly asked Panasonic to lower the purchase price. \"I responded to him once, if this continues, we have to consider withdrawing all Panasonic employees and equipment from the Gigafactory.\"It is worth noting that this is also the first time that Kazuhiro Tsuga has shown regret for Tesla's cooperation. \"If you were to ask me if I regret investing in Tesla's Gigafactory, I would say, yes, of course,\" Kazuhiro Tsuga responded.Musk's character is certainly dissatisfied with Panasonic, but for it, the more troublesome thing is profitability.Since the first Model 3 stepped off the production line, Panasonic has been increasing battery production capacity at Tesla's request, but this also means that its factories will bear high losses, which is contrary to Panasonic's long-standing cost reduction and efficiency increase strategy--Panasonic moved from 2C to 2B that year and cooperated with Tesla, largely to reverse the huge loss of 780 billion yen at that time. When the production capacity is \"dragged away\" by the other party, it is not good for Panasonic to be deeply bound with Tesla.<img src=\"https://static.tigerbbs.com/93fb5b6e09dc2d85bf9071ceeba83636\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\">After weakening Tesla's influence, where will Panasonic go from here?However, Panasonic is still inseparable from Tesla, a big customer, as can be seen from its financial report.According to Panasonic's financial report for fiscal year 2020 (April 2020-March 2021) released in March this year, the company's battery division sales fell by 10% compared with fiscal year 2019 to 1,339.4 billion yen; However, the operating profit of this business unit turned from a loss to a profit compared with the previous year, from a loss of 46.6 billion yen in fiscal year 2019 to a profit of 10.9 billion yen.Regarding the successful turnaround of the battery business, Panasonic CFO Hirokazu Umeda believes that the continuous improvement of in-vehicle equipment is one aspect, but more importantly, the profitability of Tesla-related businesses. He also said that the net profit of Panasonic's battery division in fiscal year 2021 will reach 50 billion yen, because sales of vehicle batteries and other equipment are still expected to increase.To this day, Panasonic is still supplying batteries to Tesla and plans to participate in the production and manufacturing of its new generation batteries. On June 24 this year, Panasonic's new president and CEO Yuki Kusumi said in an interview with the media that the company will increase a large amount of investment to produce new 4680 lithium-ion batteries for Tesla and other electric vehicle manufacturers.\"It is crucial for the company to establish good relationships with electric vehicle manufacturers such as Tesla and occupy a place in the global electric vehicle battery market.\" Kusami Yuki said.However, Tesla seems to have given up its early illusions about Panasonic. When the Shanghai Gigafactory was completed, Musk emphasized that domestically produced Tesla would use batteries provided by several companies including LG Chem, not just Panasonic. In addition, domestic battery giants<a href=\"https://laohu8.com/S/300750\">Ningde era</a>It also successfully entered Tesla's supply chain in the second half of last year and developed rapidly relying on local advantages. According to information from China Energy Storage Network, CATL's supply to Tesla has far exceeded that of LG Chem and Panasonic.<img src=\"https://static.tigerbbs.com/242d13e2b90ac20c97f2fae67bbd3b96\" tg-width=\"720\" tg-height=\"436\" referrerpolicy=\"no-referrer\">Another set of data may be more telling-according to a research report by Techno Systems Research, CATL accounted for 26.0% of the global automotive lithium-ion battery market in 2020, becoming the world's largest power battery company; LG Chem ranks second, accounting for 23.3%; The market share of Panasonic, the former overlord, has dropped to 18.1%.As a \"century-old store\", Panasonic does not want to be branded as Tesla, and it is understandable to tear off this label. But after the honeymoon period with Tesla is over, can Panasonic really find a good partner to replace Tesla? Even if it finds such a partner, how far can Panasonic go on the road of battery supplier?At present, there are still doubts about the intensity and speed of various traditional car companies turning to new energy sources. Another ally of Panasonic, Toyota, has even been called the \"automobile industry\" by industry insiders because its head Akio Toyoda has repeatedly bombarded the electric vehicle industry<a href=\"https://laohu8.com/S/NOK\">Nokia</a>”； At the same time, some automakers that claim to have mastered core technologies have even begun to plan to build their own battery factories, such as Volkswagen.In this era full of changes, it is even more difficult for Panasonic to continue to reap the benefits of fishermen by relying on its status as a supplier. How to build a stronger enterprise competitiveness is a problem that it needs to think about carefully in the next decade.","source":"lsy1604323531668","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Selling stocks to profit hundreds of billions, Panasonic is busy tearing off Tesla's \"label\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSelling stocks to profit hundreds of billions, Panasonic is busy tearing off Tesla's \"label\"\n</h2>\n<h4 class=\"meta\">\n\n有牛财经2021-06-26 11:27\n\n</h4>\n</header>\n<article>\nTurn time back to 2009, when<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>However, it is another start-up company stuck in the quagmire of component production capacity, and its head, Elon Musk, is looking for foreign aid around the world in order to enhance its own production capacity. Coincidentally, Japan's battery industry leader at that time<a href=\"https://laohu8.com/S/PC\">Panasonic</a>(Panasonic) was also very interested in the automobile industry, so the two sides hit it off. In addition to the battery supply agreement, Panasonic has also injected capital into Tesla many times after its listing, and even built a joint venture factory with it.Over the years, Panasonic has provided high-quality batteries for Musk's super car-making plan, supporting Tesla's way to the throne of the world's largest car company by market value. But when people thought that this relationship would continue until the next decade, the relationship between Panasonic and Tesla took a sharp turn, and the two sides continued to friction on issues such as battery manufacturing.After entering 2021, Panasonic's actions have obviously become more radical-it not only publicly stated that it \"wants to get rid of Tesla's dependence\", but also sold all Tesla's shares not long ago.<img src=\"https://static.tigerbbs.com/49bd973c550aaf62c4ba645e310b4561\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\">\"Draw a line\" with TeslaAccording to a report on the Nikkei Chinese website on June 25, Panasonic has sold all its shares in Tesla before the end of March 2021, and has made a lot of profits from it. According to Panasonic's cash flow statement for fiscal year 2020 released in the same period, its asset sales revenue, including the sale of shares, reached 429.9 billion yen, an increase of 380 billion yen from the previous fiscal year.In 2010, Panasonic purchased 1.4 million Tesla shares at a price of US $21.15 per share, when Tesla had just gone public. In the past few years, Tesla's stock price has doubled dozens of times, and its rally reached its peak in 2020. Based on such an increase, a large part of the \"income from asset sales\" may be earned by Panasonic selling Tesla shares.While Panasonic is busy selling Tesla shares, former Panasonic CEO Kazuhiro Tsuga is also busy preparing to step down. Before becoming chairman, he expressed his views on Tesla, believing that Panasonic must increase the production of other brands of electric vehicle batteries to reduce its dependence on Tesla. Previously, he had always been considered a \"hardcore\" supporter of Musk.\"... We need to make batteries that are easy for other automakers to use, but it's hard to sell them at the moment unless there are other companies that can use the special cylindrical batteries we made for Tesla,\" Kazuhiro Tsuga said.Kazuhiro Tsuga's voice is not surprising. In fact, Panasonic had a plan to \"find a replacement for Tesla\" as early as a few years ago. This plan aims to establish joint ventures with Toyota and other car companies. Reduce Tesla's impact on the company. In the year when Tesla's Shanghai factory was built, Panasonic also got its wish to build a bridge with Toyota.Now that Panasonic is selling Tesla shares, its significance is more like putting an end to this \"marriage\" than demonstrating to the latter-it will still supply Tesla in the future, but the close partnership between the two parties has officially ended.<img src=\"https://static.tigerbbs.com/ab9f6f99916e8f9cafb30412479b4d73\" tg-width=\"1024\" tg-height=\"703\" referrerpolicy=\"no-referrer\">Why is Panasonic so busy ripping off the Tesla label?Why did the original good partner come to this point today? There is no other reason, but the relationship between Panasonic and Musk is really poor.Since 2019, Panasonic and Tesla have blamed each other for battery production. Musk believes that Panasonic's battery production capacity does not meet the standards of the Gigafactory, causing the company to restrict Model 3 production; Panasonic stated in its financial report that \"there is not enough production capacity to meet Tesla's expanding business\" and \"if Tesla continues to expand its business, batteries will be used up.\"At that time, Tesla and Panasonic had jointly established the Nevada Gigafactory in North America to meet the monster battery demand of the former, but on the other hand, Musk's requirements for battery quality and cost have also reached new heights. For example, Tesla's 21700 battery has a 20% increase in battery energy density compared to the 18650 battery, but the cost has dropped from US $180/Wh to US $170/Wh.High-quality batteries have indeed driven Tesla's sales in the market, but they have also overwhelmed Panasonic behind it. In September 2019, Kazuhiro Tsuga was bitter in an exclusive interview with the media, saying that Musk repeatedly asked Panasonic to lower the purchase price. \"I responded to him once, if this continues, we have to consider withdrawing all Panasonic employees and equipment from the Gigafactory.\"It is worth noting that this is also the first time that Kazuhiro Tsuga has shown regret for Tesla's cooperation. \"If you were to ask me if I regret investing in Tesla's Gigafactory, I would say, yes, of course,\" Kazuhiro Tsuga responded.Musk's character is certainly dissatisfied with Panasonic, but for it, the more troublesome thing is profitability.Since the first Model 3 stepped off the production line, Panasonic has been increasing battery production capacity at Tesla's request, but this also means that its factories will bear high losses, which is contrary to Panasonic's long-standing cost reduction and efficiency increase strategy--Panasonic moved from 2C to 2B that year and cooperated with Tesla, largely to reverse the huge loss of 780 billion yen at that time. When the production capacity is \"dragged away\" by the other party, it is not good for Panasonic to be deeply bound with Tesla.<img src=\"https://static.tigerbbs.com/93fb5b6e09dc2d85bf9071ceeba83636\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\">After weakening Tesla's influence, where will Panasonic go from here?However, Panasonic is still inseparable from Tesla, a big customer, as can be seen from its financial report.According to Panasonic's financial report for fiscal year 2020 (April 2020-March 2021) released in March this year, the company's battery division sales fell by 10% compared with fiscal year 2019 to 1,339.4 billion yen; However, the operating profit of this business unit turned from a loss to a profit compared with the previous year, from a loss of 46.6 billion yen in fiscal year 2019 to a profit of 10.9 billion yen.Regarding the successful turnaround of the battery business, Panasonic CFO Hirokazu Umeda believes that the continuous improvement of in-vehicle equipment is one aspect, but more importantly, the profitability of Tesla-related businesses. He also said that the net profit of Panasonic's battery division in fiscal year 2021 will reach 50 billion yen, because sales of vehicle batteries and other equipment are still expected to increase.To this day, Panasonic is still supplying batteries to Tesla and plans to participate in the production and manufacturing of its new generation batteries. On June 24 this year, Panasonic's new president and CEO Yuki Kusumi said in an interview with the media that the company will increase a large amount of investment to produce new 4680 lithium-ion batteries for Tesla and other electric vehicle manufacturers.\"It is crucial for the company to establish good relationships with electric vehicle manufacturers such as Tesla and occupy a place in the global electric vehicle battery market.\" Kusami Yuki said.However, Tesla seems to have given up its early illusions about Panasonic. When the Shanghai Gigafactory was completed, Musk emphasized that domestically produced Tesla would use batteries provided by several companies including LG Chem, not just Panasonic. In addition, domestic battery giants<a href=\"https://laohu8.com/S/300750\">Ningde era</a>It also successfully entered Tesla's supply chain in the second half of last year and developed rapidly relying on local advantages. According to information from China Energy Storage Network, CATL's supply to Tesla has far exceeded that of LG Chem and Panasonic.<img src=\"https://static.tigerbbs.com/242d13e2b90ac20c97f2fae67bbd3b96\" tg-width=\"720\" tg-height=\"436\" referrerpolicy=\"no-referrer\">Another set of data may be more telling-according to a research report by Techno Systems Research, CATL accounted for 26.0% of the global automotive lithium-ion battery market in 2020, becoming the world's largest power battery company; LG Chem ranks second, accounting for 23.3%; The market share of Panasonic, the former overlord, has dropped to 18.1%.As a \"century-old store\", Panasonic does not want to be branded as Tesla, and it is understandable to tear off this label. But after the honeymoon period with Tesla is over, can Panasonic really find a good partner to replace Tesla? Even if it finds such a partner, how far can Panasonic go on the road of battery supplier?At present, there are still doubts about the intensity and speed of various traditional car companies turning to new energy sources. Another ally of Panasonic, Toyota, has even been called the \"automobile industry\" by industry insiders because its head Akio Toyoda has repeatedly bombarded the electric vehicle industry<a href=\"https://laohu8.com/S/NOK\">Nokia</a>”； At the same time, some automakers that claim to have mastered core technologies have even begun to plan to build their own battery factories, such as Volkswagen.In this era full of changes, it is even more difficult for Panasonic to continue to reap the benefits of fishermen by relying on its status as a supplier. How to build a stronger enterprise competitiveness is a problem that it needs to think about carefully in the next decade.\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://mp.weixin.qq.com/s/sZTiJdkgxaD6F0RpAth6Xg\">有牛财经</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9946b0c9e5ceaed9745f8edfc32a195","relate_stocks":{"TSLA":"特斯拉","PCRFY":"松下","PC":"Premium Catering (Holdings) Ltd."},"source_url":"https://mp.weixin.qq.com/s/sZTiJdkgxaD6F0RpAth6Xg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145459385","content_text":"将时间拨回到2009年，那时的特斯拉不过是另一家陷在部件产能泥潭中的初创企业，而它的掌门人埃隆·马斯克为了增强自身产能，正在全球范围内寻找外援。巧的是，当时日本电池产业龙头松下（Panasonic）对汽车产业也非常感兴趣，于是双方一拍即合。在电池供货协议之外，松下还在特斯拉上市后对其多次注资，甚至是与其合资共建工厂。\n数年来，松下为马斯克的超级造车计划提供了优质的电池，支撑着特斯拉一路登上全球市值第一大车企的宝座。但当人们认为这段关系会继续保持到下一个十年时，松下与特斯拉的关系却急转直下，双方在电池生产制造等问题上摩擦不断。\n进入2021年后，松下的行动明显变的更激进了——它不仅公开表示“要摆脱特斯拉依赖”，还在不久前卖掉了特斯拉的所有股票。\n\n与特斯拉“划清界限”\n根据日经中文网6月25日的报道，松下已经在2021年3月底前卖掉了其持有的特斯拉全部股份，并从中获利颇丰。按照松下同期公布的2020财年现金流量表，其包括出售股份在内的资产出售收入高达4299亿日元，较上财年增加了3800亿日元。\n2010年，松下曾以21.15美元/股的价格购进了140万股特斯拉股票，彼时特斯拉才刚刚上市。而在这几年里，特斯拉的股价翻了数十倍，并在2020年涨势达到顶峰。按照这样的涨幅来算，“资产出售收入”中的很大一部分可能都是松下卖特斯拉股票赚来的。\n在松下忙着抛售特斯拉股票时，松下前CEO津贺一宏也正忙于准备卸任相关事宜。在转任董事长前，他发表了自己对于特斯拉的看法，认为松下必须增加其他品牌电动汽车电池的生产量，以此减少对特斯拉的依赖。而此前，他一直被认为是马斯克的“铁杆”支持者。\n“……我们需要制造出便于其他汽车制造商使用的电池，但目前很难销售出去，除非有其他公司能够使用我们为特斯拉制造的特殊圆柱型电池。”津贺一宏如是说。\n津贺一宏的发声并不令人意外，事实上，早在数年前松下就曾有过“寻找特斯拉替代者”的计划，这个计划旨在通过与丰田等车企建立合资企业，进而降低特斯拉对公司的影响。而在特斯拉上海工厂建成的那一年，松下也如愿以偿地与丰田搭上了桥。\n如今松下抛售特斯拉股票，其意义比起向后者示威，更像是为这段“姻缘”画上一个句号——未来它仍会向特斯拉供货，但双方的亲密伙伴关系已经正式终结。\n\n为何松下忙着撕掉特斯拉标签？\n原本的好伙伴为何会走到今天这一步？原因无他，只是松下和马斯克的相性实在不佳。\n自2019年开始，松下与特斯拉就在电池生产的问题上互相指责。马斯克认为，松下的电池产能达不到超级工厂的标准，导致公司不得不限制Model 3生产；松下在财报中则表示“没有足够的产能来满足特斯拉不断扩张的业务”，“如果特斯拉继续扩大业务，电池将用光”。\n彼时，特斯拉和松下已经在北美合资建立了内华达超级工厂，以满足前者怪物般的电池需求量，但另一方面，马斯克对电池质量和成本的要求也达到了新的高度。例如特斯拉的21700电池，其电池能量密度相较18650提高了20%，而成本却从180美元/Wh降到了170美元/Wh。\n高质量电池的确推动了特斯拉在市场上的销量，却也让背后的松下感到不堪重负。2019年9月，津贺一宏在接受媒体专访时大倒苦水，称马斯克多次要求松下降低采购价格。“有一次我回应他，如果再这样下去，我们要考虑撤走超级工厂的全部松下员工及设备。”\n值得注意的是，这也是津贺一宏首次表现出对特斯拉合作的后悔。“如果你问我是否后悔投资特斯拉超级工厂，我会说，是的，当然。”津贺一宏回应道。\n马斯克的性格固然令松下不满，但对它来说，更麻烦的事情在于盈利。\n自第一辆Model 3走下生产线后，松下一直在应特斯拉的要求提高电池产能，但这也意味着其工厂会背负上高额亏损，这和松下一直以来的降本增效战略相悖——当年松下从2C走向2B，以及与特斯拉展开合作，很大程度上是为了扭转当时7800亿日元的巨额亏损。产能被对方“拖着走”的情况下，再与特斯拉深度绑定对于松下而言并没有好处。\n\n弱化特斯拉影响力后，松下又将何去何从？\n然而，松下暂时还离不开特斯拉这个大客户，这一点从它的财报中就能看出来。\n根据松下今年3月公布的2020财年（2020年4月-2021年3月）财报显示，公司的电池事业部销售额较2019财年下降了10%，为13394亿日元；但该事业部的营业利润却较上一年度扭亏为盈，由2019财年的亏损466亿日元转为盈利109亿日元。\n对于电池业务成功扭亏，松下CFO梅田博和认为，车载设备的不断进步是一方面，但更重要的还是特斯拉关联业务的盈利。他还表示，松下电池事业部在2021财年的净利润将会达到500亿日元，因为车载电池等设备的销售额仍有望提高。\n时至今日，松下依旧在为特斯拉供应电池，并且计划参与到它新一代电池的生产制造中。今年6月24日，松下新任总裁兼CEO楠见雄规接受媒体采访时表示，公司将增加大量投资，为特斯拉和其他电动汽车制造商生产新款的4680锂离子电池。\n“与特斯拉等电动汽车制造商建立良好关系，并在全球电动汽车电池市场占据一席之地，这对于公司而言至关重要。”楠见雄规如是说道。\n然而，特斯拉似乎已经放弃早年间对松下的幻想。当年上海超级工厂落成时马斯克就曾强调，国产特斯拉将使用包括LG化学在内的几家公司提供的电芯，而不仅仅是松下一家。此外，国内电池巨头宁德时代也成功在去年下半年打入特斯拉供应链，并依托本土优势迅速发展。按照中国储能网信息，宁德时代对特斯拉的供货量已经远远超过LG化学和松下。\n\n另一组数据或许更能说明问题——根据Techno Systems Research的研报显示，2020年全球车载锂离子电池市场中，宁德时代占据了26.0%的份额，成为全球最大动力电池企业；LG化学居第二位，所占份额23.3%；而曾经的霸主松下，其市占率已经跌至18.1%。\n作为一家“百年老店”，松下不想被打上特斯拉烙印，想撕掉这张标签也无可厚非。但在与特斯拉的蜜月期结束后，松下真的能找到代替特斯拉的好伙伴吗？就算找到了这样一个伙伴，松下又能在电池供应商的道路上走多远呢？\n目前，各类传统车企转向新能源的力度和速度仍然存疑，松下的另一位盟友丰田，甚至因为掌门人丰田章男屡屡炮轰电动车产业，而被业内人士称作“汽车业诺基亚”；与此同时，一些自称掌握核心技术的汽车厂商甚至开始盘算自建电池工厂，比如大众。\n在这个充斥着变革的年代里，松下想靠着供应商身份继续坐收渔翁之利可谓难上加难。如何构建更为强大的企业竞争力，是它在下一个十年里需要好好思索的问题。","news_type":1,"symbols_score_info":{"PC":0.9,"TSLA":0.9,"PCRFY":0.9}},"isVote":1,"tweetType":1,"viewCount":1163,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}