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鸿蒙智行砸了宁德时代的独供饭碗,背后那笔账谁算得清?

  • 2026-07-05 06:14:36
鸿蒙智行砸了宁德时代的独供饭碗,背后那笔账谁算得清?
“

想做的从来不是多卖电池，而是让电池变成手里的活水——用户里程里抽成，梯次回收里榨油。

”

你以为电池生意是比拼谁的电芯更便宜？不对。最危险的不是卖电池赚不到钱，而是有人正在把电池变成你永远收不回控制权的“资产”。

鸿蒙智行引入国轩高科、欣旺达，不是为了让宁德时代降价。它把电池装车，不是交易的结束，而是开始。按使用量付费，供应商的利润从“每块电池”变成“每度电、每次循环”。想做的从来不是多卖电池，而是让电池变成手里的活水——用户里程里抽成，梯次回收里榨油。供应商拼命造电池，却发现定价权、生命周期、回收价值全在对方手里，自己只剩下了“代工厂”的命。

当供应商不再卖电池，而是卖“每公里的使用权”，谁还能靠规模成本定价？

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  140. /yingpanguazai/ssd/ssd1/www/c.mffb.com.cn/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )
  1. CONNECT:[ UseTime:0.000453s ] mysql:host=127.0.0.1;port=3306;dbname=c_mffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000785s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000338s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.003464s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000719s ]
  6. SELECT * FROM `set` [ RunTime:0.006888s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000790s ]
  8. SELECT * FROM `article` WHERE `id` = 495947 LIMIT 1 [ RunTime:0.003919s ]
  9. UPDATE `article` SET `lasttime` = 1783343672 WHERE `id` = 495947 [ RunTime:0.011403s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 66 LIMIT 1 [ RunTime:0.000325s ]
  11. SELECT * FROM `article` WHERE `id` < 495947 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.002182s ]
  12. SELECT * FROM `article` WHERE `id` > 495947 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.009007s ]
  13. SELECT * FROM `article` WHERE `id` < 495947 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.024544s ]
  14. SELECT * FROM `article` WHERE `id` < 495947 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.059407s ]
  15. SELECT * FROM `article` WHERE `id` < 495947 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.086799s ]
0.278306s