Chapter 501 Bo Lang: What we can see is the future
This news directly opened up the current status of electric vehicle batteries.
In a sense, the current Model S should actually be classified as a leek product rather than a car.
Batteries, one of the three key technologies, have many technical problems.
Of course, in fact, for companies developing electric vehicles at this time, the related battery technology is not yet mature.
During the Ningde era, the famous "Ning Prince" in later generations could be said to be a "small workshop" at this time.
There is no trillion-dollar market value and no public attention.
There is no capital attention.
For now, CATL only has an unexpected strategic shareholder like Bolang, who has provided it with massive funds and some technical support.
To a great extent, it accelerated the development of the Ningde era.
This risk analysis on Tesla's automotive battery technology is based on the raw materials provided by CATL. This is also the most important project of CATL.
Solve the battery technology difficulties that Tesla cars have not solved!
This is also the reason why Bolang Group has been preparing for the establishment of an automobile business this year since the beginning of the year. Even when the factory has begun debugging production line equipment, the business is still in the preparatory stage.
Of course, this does not mean that Bolang Group has done nothing.
After pointing out Tesla’s current many problems in a calm tone, Bolangfang wrote another article to showcase some leading technologies.
“At present, there are many mature battery solutions in the electric vehicle industry, and there are also many solutions for battery raw material composition, specifically as follows:…
In terms of battery solutions, we have explored some new composition formations to reduce risks, such as the six-diamond composition...
In terms of battery raw material solutions, lithium iron manganese phosphate should be a relatively more ideal direction. Compared with ternary nickel-cobalt lithium materials, although the energy released by the battery per unit mass or unit volume will not be so considerable, the cycle
The frequency is better, the safety is higher, the cost is lower...
In addition, another level of solid-state battery route is also a relatively more ideal direction..."
"In fact, the exploration of clean energy is a boring common sense project with a high complexity factor. Considering only the battery field, in addition to lithium, there are also development directions with nano, graphite, etc. as the main base materials..."
"..."
Tesla: "..."
Netizens around the world: “…”
Is there something wrong with this horse-riding script?
Isn’t the current focus of your investment bank, Bolang International Investment Bank, on industry concept research? How come you know so much about the underlying technical support of power batteries?
Isn’t it amazing to have Bolang Group behind you?
Okay, that’s actually kind of amazing!
A company that has never been reported to be making electric vehicles actually showed the development direction of power battery technology to Tesla, which currently has the best development of electric vehicles in the world, pointed out its shortcomings, and also provided some solutions.
Netizens can’t accept this guy, let alone Tesla.
As a result, Tesla began to continuously demonstrate its technology, while Bolang was also merciless and abused Tesla to its core in terms of accumulation of underlying technology.
This technical debate started on the 25th and has never stopped.
In the beginning, it was just a competition at the battery level, and then it developed to more underlying technologies.
For example, the structural design plan extension direction of the power recovery system and the reference for exploring feasibility plans.
This can only be regarded as a sub-project branch.
It can also be regarded as one of the more outstanding aspects of Tesla.
However, some current plans and even design ideas are a little anti-habitual and need to be completed based on a single pedal mode. It does not mean that the brake and accelerator are truly integrated, but the design allows the driver to recover kinetic energy when he lifts the accelerator pedal.
In this regard, Bolangfang did not put forward any outstanding ideas, but only provided some references, showing that Bolangfang has done some research and exploration.
Another example is the technical difficulties and implementation considerations for autonomous assisted driving, which include but are not limited to a series of technologies such as lidar.
Without too much of a lead, I switched directly to the motor field.
This is what Tesla has taken the initiative to turn to. If we talk about the battery, no one will buy the Model S, let alone the SUV Model X, which has been launched but has not yet started mass production.
At first, Tesla quickly demonstrated its technical integration capabilities and technical optimization level in the field of motors, fully demonstrating its strength as the first electric vehicle stock.
Then Bolang began to benchmark one by one and provided new solutions on key technology nodes. As usual, it also explored the feasibility of the drive system.
So Tesla wanted to switch to electronic control.
This time someone started to start a fight and said don't get involved.
But he didn't hold on.
Electronic control...Tesla's electronic control is indeed very good. It even impressed Daimler through the electronic control system, which is the one that makes Mercedes-Benz. Daimler also became Tesla's strategic shareholder.
However, from an objective point of view, those who are involved in the fight believe that Bolang, which started with software technology and created a Stars system that can compete with Linux and Windows, should have advantages in electronic control.
Because from the underlying control system to the upper-level software ecosystem, Bolang can customize excellent solutions at any time in every aspect.
As expected, in the field of electronic control, Tesla has truly experienced what it means to be completely incompetent. Bolang Group even has a brand new AI chip solution.
At this time, Jim Keller, who may not have the title of "Silicon Immortal", only switched jobs from Apple to AMD last year. He is presiding over the research and development of the Zen architecture that will be famous in the future. He has not yet joined Tesla, and there is no way to get Elon to say that "
The strongest on the surface'.
There is no doubt that this is abused from the underlying hardware support.
Bolang Group indeed does not have a Silicon Immortal like Jim who can jump repeatedly among AMD, Apple, Intel, Tesla and other companies and perform well.
However, Bolang has put a lot of effort into the field of mobile chips. Now the IC design exploration laboratory is almost full of doctoral students, and it is difficult for ordinary master's students to enter.
Note that I am a student, still studying for a Ph.D., which does not mean that I will not admit even those who have graduated with a master's degree.
Although the laboratory is based on Huaqong, the students are from all over the country. In addition to recruiting students, they can also be seconded, and there are many operations.
After all, when you reach the postgraduate stage, you usually follow your boss, and you don't necessarily have to stay at the school.
In short, this technical confrontation lasted for a week, leaving netizens dumbfounded.
"Isn't it said that Tesla is the next Apple? Apple has mastered a lot of core technologies in the field of mobile phones. Its systems and chip design are among the best in the world. It has only been surpassed by Xinghai for a short time. Why is Tesla pulling so high?
ah?"
"Isn't it said that Tesla is very technological? It doesn't have an advantage in any of the three cores of electric vehicles: battery, motor, and electronic control?"
"The key is that Bolang Group doesn't have a car business yet, but it's already so far ahead. It must have taken the wrong script!"
"This is not the key. The key is that Tesla's stock price will be hopeless in a short time. Forget it, I'll just open a short position."
"Actually, sometimes it is really difficult to find specific answers to some questions. For example, what has Tesla done in the ten years since its establishment, and how could it be so mistreated by Bolang? You must know that Bolang is only focusing on mobile phones and investment banking.
!”
"You have to be a trader on the New York Stock Exchange! Tesla's stock price fell to 80 US dollars before the end of four trading days. You have really strong vision. I don't know how far it will fall."
"The problem is that the related industry chain is also a bit bleak."
"..."
That’s right, at noon Eastern Time on the 28th, Tesla’s stock price fell from the closing price of $122 on the 22nd to $80.
At the same time, Tesla has become Wall Street’s top short-selling target with a short position of up to $18 billion!
On the contrary, whether now or in the future, Tesla and Apple will basically take turns becoming Wall Street's top short-selling targets.
There are nearly 20 billion US dollars in short positions at every turn.
This time, the new energy concept analysis research report initiated by Bolang International Investment Bank has set off a super debate about the technological competition in the field of electric vehicles and even the future development of new energy. It affects not only Tesla.
There are also a series of listed companies in related industry chains.
After all, modern society is all about division of labor and cooperation, and no one company can handle the entire industry chain.
Yes, no one!
Within the industrial chain, the situation is almost bleak.
Bolang International Investment Bank has made huge profits as a result.
…………
At the same time, Bolang International Investment Bank held a final "small discussion" with the international financial community on new energy, electric vehicles, carbon emissions, etc.
Yao: "Talk about Tesla's problems alone. It's not complicated to solve. We need to invest resources to complete technical reserves and carry out active strategic cooperation with related industry chains and technology suppliers...
Relying on the rich human resources in the Asia-Pacific region, we will accelerate the completion of the super factory plan..."
This is Yao's analytical attitude.
The attitude of Wall Street is not completely unified. The main points are:
“We simply believe that BL-IIB just wants to achieve the purpose of shorting Tesla through detailed analysis and research reports. According to incomplete statistics, BL-IIB has gained more than 400 million US dollars from shorting Tesla...
The actual current situation of the industry is not that bad, so I think it is unreasonable for JP Morgan to downgrade Tesla to 'moderate underweight', which will help BL-IIB further become a big short..."
This is a point of view.
Because of this low-level technology battle, Tesla is really miserable, and even Elon doesn’t know how to speak out.
So in the end, JP Morgan took the lead in giving a stock rating assessment. Although it was not a 'sell' rating, it was still a 'moderate underweight' rating that was more serious than wait-and-see.
If nothing else, UBS, Goldman Sachs and other institutions will also express their stance.
The confrontation with Bolang International Investment Bank has returned to confrontation, but normal business still needs to be done.
Some other attitudes are:
"BL-IIB is suspected of deliberately guiding the direction of public opinion in order to promote the achievements of its parent company Bolang Group in the underlying technology...The development of technology has never been in only one direction."
"Although BL-IIB is highly suspected of being self-involved and has promotional implications, it is undeniable that Tesla's current situation is not good. Everyone has expressed their attitude by buying and selling stocks. Yao's point of view is
Partly to the point, Tesla needs a more in-depth strategic deployment, and it may not be a bad choice to build a super factory in Asia-Pacific.”
"..."
Most of the opinions included criticism of Bolang International Investment Bank.
Because... I'm jealous.
Publicly known sources know that Bolang International Investment Bank has been very successful in shorting Tesla.
What the financial giants on Wall Street know better is that Bolang International Investment Bank has shorted the entire related industry chain, and even traditional car companies have been naturally affected and have been successfully shorted.
According to complete statistics, Bolang International Investment Bank made a profit of up to US$1.5 billion through ultra-high investment in these four trading days!
This makes people like Lloyd and Jamie very helpless.
Damn it, this Bolang International Investment Bank is too comfortable in the financial market.
As opinions collided, at around 10 a.m. on Friday the 29th, Chinese time, and around 9 p.m. Eastern Time on the 24th, Yao's posts on social networks ended the discussion almost instantly.
Yao: “No matter what, what we can see is the future, so our group’s view on the development of the electric vehicle industry is the future.”
It also showed Wall Street the style of Bolang International Investment Bank.
That’s right!
'What we can see is the future.'
Wall Street is quiet.
The keyboard financial elite also went quiet.
…
Before noon, Wen Liang walked into the decision-making center for the first time this week.
Looking at the busy crowd, Wen Liang commented on everyone's work this week: "Everyone has worked hard these two weeks. The next step is almost the normal work stage, and it's almost time for the stage to be handed over to you."
"Come on."
Everyone shouted enthusiastically: "Thank you, Mr. Wen."
