比亚迪刀片电池 2.0 存在的重大问题 - 对手吉利即将发布的全新电池……
正文翻译
BYD’s Blade Battery 2.0 is facing new scrutiny as Geely unveils next-generation battery tech that could outperform it in energy density and fast-charging. The growing competition highlights a shifting EV battery race, where safety alone may no longer be enough to dominate the market.
比亚迪刀片电池 2.0 正面临新的审视，吉利发布的新一代电池技术在能量密度和快充方面可能更胜一筹。日益激烈的竞争凸显了电动汽车电池格局的转变，仅凭安全性可能已不足以主导市场。
比亚迪刀片电池 2.0 正面临新的审视，吉利发布的新一代电池技术在能量密度和快充方面可能更胜一筹。日益激烈的竞争凸显了电动汽车电池格局的转变，仅凭安全性可能已不足以主导市场。
评论翻译
Bemx2k
New battery every week :) The great news are about newest Sodium Ion batteries with 280Wh/kg, currently in laboratories but within 2 years in mass production. Cost for 100kWh battery pack is about 1/3 of current NMC !!!!
每周都有新电池消息:) 好消息是最新的钠离子电池能量密度达到280瓦时/公斤，目前还在实验室阶段，两年内将量产。100度电的电池包成本只有现在三元锂电池的三分之一！！
hottiano1
I'd always prefer the blades safety, iv seen how quickly the fire lights up the car
我永远更看重刀片电池的安全性，我见过车子起火有多快。
danielashurov3900
I believe the questions we should ask:
1. When these batteries will be put in actual cars
2. What cars will have these batteries
3. Will these cars be available in your country
我认为我们应该弄清楚这几个问题：
1. 这些电池何时会真正搭载到量产车上
2. 哪些车型会配备这些电池
3. 这些车型是否会在你的国家上市销售
fridschnall
Chery: "Mhm. "
奇瑞：“嗯哼。”
casi_dancasy
Impressive teardown of the Blade 2.0 and Golden Brick specs. While 12C charging is a massive engineering leap, the real game-changer is how we integrate this hardware into the evolving energy grid. A perfect example is Australia’s "Solar Sharer" initiative launching in July 2026. Mandating 3 hours of free midday electricity to manage solar surplus shows that energy is becoming abundant, not scarce.
这次对刀片2.0和金砖电池的参数拆解十分精彩。12C快充固然是工程上的巨大突破，但真正改变格局的是把这套硬件融入不断升级的能源电网。澳大利亚将于2026年7月推出的“太阳能共享计划”就是绝佳案例，通过强制提供三小时午间免费电力来消化太阳能富余产能，这说明能源正走向充裕而非稀缺。
Batteries that can "flash charge" during these windows aren't just car components anymore—they become essential tools for grid stability and zero-marginal-cost energy consumption. The future isn't just about who has the densest cell, but who builds the best bridge between vehicle tech and smart, decentralized power models.
能在这段时间快速闪充的电池不再只是汽车配件，更是保障电网稳定和实现零边际成本用电的关键工具。未来的竞争不只是谁的电芯能量密度更高，而是谁能在汽车技术与智能分散式能源模式之间搭建最顺畅的桥梁。
andrewhorton
I think the BYD Long Blade 2.0 is the best battery. It has the best energy density, best price, and for most people is 'fast enough' in relation to charging... Let's be honest the other batteries will likely never charge this fast in Australia, anytime soon. Also Geely's pack ratio is 131.9Wh/kg, as noted by MIIT.
我认为比亚迪长刀片2.0是最优秀的电池，它能量密度出众、价格亲民，对大多数人来说充电速度也完全够用。说实话，在澳大利亚其他电池短期内根本达不到这样的快充速度。另外根据工信部数据，吉利电池包的能量密度为131.9瓦时/千克。
flyingtime5501
They Donut even compare!
它们和Donut（是一家芬兰初创公司，2026 年初因宣称推出全球首款可量产全固态电池）电池根本没有可比性。
elkaro5
Game changing competition!
这场竞争足以颠覆行业格局！
0keme
las Golden de Geely también utilizan manganeso. desde que han sacado los primeros modelos .
吉利的电池从首批车型推出时就已经使用了锰材料。
iiovoii
Thanks for the great content
感谢分享如此优质的内容。
frankcoffey
Keep the innovation coming. It should be really good in a few years when we start getting the cars in the US.
希望创新持续推进，等几年后这些车型进入美国市场，一定会带来极佳的体验。
ChicagoBob123
I would rather know how they charge on a tesla charger from 10 to 90
我更想知道它们在特斯拉充电桩上从10%充到90%需要多久。
PaulSamps-gf6yz
With higher charge rates the public charging will need security staff to stop cable theft
充电速度提升后，公共充电站需要配备安保人员防止充电电缆被盗。
tireddad6541
I guess that also impacts the home storage and the megapacks
我想这也会对家用储能和大型储能设备产生影响。
alexzannoni1501
Thanks for the comprehensive review. The questions for Australia is when will fast charging stations be rolled out Nationally in substantial numbers & also when will home solar batteries be able to charge these batteries within the claimed time?
感谢这份全面的解析。对澳大利亚来说，关键问题是快充站何时能在全国大规模铺设，家用太阳能电池又何时能按宣称的时长为这类电池充满电。
fridschnall
Li Auto is set to launch its first automated charging station in China during the second quarter, a move aimed at minimizing driver intervention.
理想汽车将于第二季度在中国推出首个自动充电站，旨在最大限度减少车主的操作步骤。
stefanoaccetta4231
Le auto Dolphin Surf, Dolphin e Byd Atto 2 vendute in Europa usano già Blade 2.0? Altrimenti quando lo useranno?
欧洲在售的比亚迪海豚冲浪版、普通海豚版和Atto 2已经搭载刀片2.0电池了吗？如果没有，何时会配备？
ianburnett4605
I only need to charge my car over night so I dial back my charger a bit & still can do this. Never been to a supercharger but its good knowing I can stop there any time. Infrastructure is clearly the limiting factor and neather manufacturer are the leader in this and arent likely to be for a long time, I believe.
我只需要夜间给车充电，所以把充电器功率调低一些也完全够用。我从没去过超级充电站，但知道随时可以使用就很安心。基础设施显然是制约因素，而且我认为目前没有车企在这方面占据领先地位，这种情况短期内也不会改变。
Rraid987
One quick m8.....Is this battery gona be used in Zeekr 7GT in Europe?
兄弟问个小问题，这款电池会用在欧洲版的极氪7GT上吗？
whith-n7n
This is it. No need for sodium or solid state, other than for wider range of performance options.
有这些电池就足够了，除非需要更丰富的性能选择，否则没必要再用钠离子或固态电池。
bbt0101
I hope Geely and the others bring it on. The fiercer the competition, the better for us consumers in the end
希望吉利和其他车企加大投入，竞争越激烈，最终受益的就是我们消费者。
heiheiskwan
the key distinction is... one is actually demonstrated and deployed at scale, while the other exists in hero models that could be charged only at a few points there's a reason why Chinese consumers call one of these companies "powerpoint company"
核心区别在于，一款已经实际展示并大规模量产落地，另一款只存在于旗舰车型中，且仅能在少数站点充电。中国消费者把其中一家企业称作“PPT公司”是有原因的。
irwanchel
Please cover chery solid state battery at chery battery night this week
请做一期关于本周奇瑞电池之夜发布的固态电池内容。
tonySavva-n4e
Will it be in zeeker 7x
这款电池会搭载在极氪7X上吗？
beautifulgirl219
State-run newspaper China Daily said in an editorial responding to the pledge that nuclear power “must be part” of China’s energy transition, as “solar and wind alone will not suffice”.
官方报纸《中国日报》在一篇回应相关规划的社论中表示，核电必须成为中国能源转型的一部分，仅靠太阳能和风能远远不够。
JOK3R_DK
We really need to ask our selves now if we need more range and quicker charging. I mean a 1000 km range is all most people will ever need. I'm quite worried about these charging rates as pushing this much energy into the battery sounds kinda like a gamble if you ask me.
我们现在该扪心自问，是否真的需要更长续航和更快充电。对大多数人来说，1000公里续航已经完全够用。我对这样的充电速度很担忧，如此大功率向电池输入电量，在我看来无异于一场冒险。
jrb_sland
Fast charging is good news for those who regularly travel long distances on highways, but irrelevant for those of us who will be routinely charging at home.
快充对经常跑高速长途的人来说是好消息，但对我们这些习惯在家充电的人来说并无意义。
ChrisInOz
Take my money when the long blade 2.0 battery is available in the BYD Dolphin
等比亚迪海豚搭载长刀片2.0电池上市，我一定会入手。
Roberto-uk3ml
What about Xpeng's latest ones?
小鹏最新的电池技术表现如何？
treg9492
Game changer
这足以颠覆行业。
Fs0n1ine
They are essentially on the same level of technological awesomeness. I'm mainly intrigued how CATL will respond to thism They have been leading the industry for about a decade now, I doubt they haven't got something to pull out of their hat, too. Maybe soon... Also, with Geely my question is scalability. They're no big battery maker (yet).
它们在技术层面基本处于同一水准。我很好奇宁德时代会如何应对，这家企业引领行业近十年，不可能没有杀手锏，或许很快就会亮相。另外我对吉利的疑问在于量产能力，它目前还不算大型电池制造商。
BYD seem eminently more able to scale given they have announced already 11 (?!) cars to get the new Blade 2.0 (all short blade, I presume). But Geely have not rolled out their Golden Brick at scale, nor have they made any announcement in that regard. With at least 4 premium brands (Volvo, Polestar, Lotus, Zeekr) I would have expected a more pervasive roll-out...
比亚迪已宣布将有11款车型搭载全新刀片2.0电池，量产能力显然更强。而吉利的金砖电池既没有大规模量产，也没有相关官宣。吉利旗下至少拥有沃尔沃、极星、路特斯、极氪四个高端品牌，本应实现更广泛的搭载应用。
Noeyedear90
I think the battery technology is answering petrol head concerns more than the current EV driver. Range and charging isn’t the problem the fossil fuel supporters think it is.
我认为电池技术更多是在回应燃油车爱好者的担忧，而非当下电动汽车车主的需求。续航和充电问题并不像化石能源支持者认为的那样棘手。
whlawson5812
Are Geely EV having those golden brick short blade batteries made in 2024 & 2025 are having the same chemistry & same build of cells except having a slower charging system?.
2024和2025年生产的搭载金砖短刀片电池的吉利电动车，是否仅充电系统速度较慢，电芯化学配方和制造工艺完全一致？
zemo2332
Double game changer!
双重颠覆行业的突破！
gregsarisa4201
How about Donut lab batteries. They do look legit!
Donut实验室的电池表现如何？看起来确实很靠谱！
ricosun
I hope byd can bring some of their battery backed charger stations to Australia. so they can be topped up at night, and still sustain high throughput during the day, when demand is high, without putting stress on the grid. We just need 2 -3 such mega charging station between large citys. Maybe BYD can work with McDonalds in Australia.
我希望比亚迪能把带电池储能的充电站带到澳大利亚，这样可以在夜间储电，白天用电高峰时也能保持高充电效率，同时不给电网造成压力。大城市之间只需要两三座这样的大型充电站就够了，或许比亚迪可以和澳大利亚的麦当劳合作。
hottiano1
They all share tech
这些企业之间都在共享技术。
orpsman76
China forges ahead. The States champion FF all the way backwards.
中国一路高歌猛进，美国却扶持法拉第未来不断倒退。
Unity2-765
No, with that kind of numbers , this is not the next step. The next step would be for one to take this eternity battery over to the next and next and next EV every 10 years, as a modular solution.
真正的下一步不该止步于这样的参数表现，而是把这种长效电池做成模块化方案，每十年就能拆装到一辆又一辆新的电动汽车上持续使用。
jansenwilder1335
Use DC chargers below 500W.. to avoid over heating due to high current..as mentioned, all EV will be alright
请使用500瓦以下的直流充电器，避免大电流导致过热。如前文所述，所有电动车这样操作都能安全使用。
deanmcmanis4862
These are both impressive batteries. But being in the U.S. most likely neither of these new Chinese batteries will be shipping to here anytime soon. Interestingly, the two biggest benefits of these batteries to me are the longer life, and the lower cost. And the Naxtra sodium ion batteries look to be better in both of these capabilities. With just a bit lower energy density.
这两款电池都很出色，但身处美国，短期内基本无缘用上这些中国新电池。有意思的是，对我而言它们最大的优势是寿命更长、成本更低，而钠星钠离子电池在这两方面似乎更优，只是能量密度稍低。
Super fast charging can be critical, but only for a fraction of EV owners who rely on faster, DC fast charging. Most of us EV owners charge up slowly, overnight at home. And we drive less than 100 miles a day. All battery innovations and improvements are always welcome. But they are not necessarily earth shattering news for all of us. Still, keep the news coming!
极速快充确实关键，但仅对依赖直流快充的少数车主有意义。我们大多数电动车车主都是在家夜间慢充，日均行驶也不到100英里。所有电池创新都值得欢迎，但未必对所有人都是颠覆性消息，不过还是期待更多技术进展！
hadtobe4502
Tinkering at the edges really of original designs. The real change needs to be Solid State, with VTG, VTH etc capabilities.
Petrol and Hybrids will then be even more irrelevant.
这些都只是对原有设计的小幅优化。真正的变革必须是固态电池，搭配车辆到电网、车辆到家庭等双向能源交互能力。到那时，燃油车和混动车会更无立足之地。
danhotel5961
What's the point of talking about supe fast charging with Mega wTt chargers. Not likely to see those in the wild for decades. Not sure I'll even be alive by then. What's the rate at 4 or 500Kw charging
空谈兆瓦级超充毫无意义，几十年内都难以普及，我有生之年未必见得到。倒是400、500千瓦充电的实际速度如何？
Unity2-765
It doesn't make sense anymore if the race is to make 5 million km batteries in cars that are scrapped after 500 , 000 km (10% of the battery life). In that case , we must start to think modular, to use a higher percentage of the battery life before it is scrapped, or to ensure the batteries get a second life as energy storage.
车企竞相研发支持500万公里寿命的电池，可车辆仅行驶50万公里（仅为电池寿命10%）就报废，这毫无意义。我们必须转向模块化思路，在电池报废前充分利用其寿命，或确保电池能进入储能领域实现二次利用。
petersvancarek
Manganese isn't that big problem, isn't it so? The problem would be cobalt and to lesser degree nickel.
Now, I don't know about natrium(sodium)... While it is dirt cheap, energy density shouldn't reach nowhere close to lithium. I would believe more if magnesium or aluminium was used to achieve high energy densities, not natrium.
锰材料问题不大，真正的隐患是钴，其次是镍。至于钠离子电池，尽管成本极低，但能量密度远不及锂电池。我更看好镁或铝基电池实现高能量密度，而非钠基。
EmeryNY
Check out that news: As the global automotive industry works intensively on more efficient energy storage systems, a Hungarian innovation is attracting significant attention. The ONLi technology presented by Edortech Kft. not only promises to double the energy density of lithium-ion batteries, but could also redefine industrial value creation in Europe.
关注这条新闻：全球车企全力研发高效储能系统之际，匈牙利一项创新备受瞩目。公司推出的ONLi技术有望让锂电池能量密度翻倍，还可能重新定义欧洲工业价值创造。
For over a century, combustion engines have been at the heart of mobility, but the era of fossil fuels is coming to an end. Decarbonization and stricter emission standards have put the industry on an irreversible path toward electrification. In this new era, the battery is no longer just a component—it is the strategic powerhouse of the industry.
一个多世纪以来，内燃机是出行核心，但化石能源时代正走向终结。脱碳与更严排放标准推动行业不可逆地迈向电动化。新时代里，电池不再只是零部件，而是行业的战略核心动力源。
silmarillion3
As battery performance advances, authorities must enable/incentivize charging infrastructure to match. Classic chicken/egg. Adoption of new battery tech will fail without charging capability to match - this is the BIG problem for Geely, BYD, CATL etc
电池性能不断提升，政府必须配套推进并激励充电基础设施建设，这是典型的鸡生蛋问题。没有匹配的充电能力，新电池技术难以普及——这正是吉利、比亚迪、宁德时代等企业面临的核心难题。
CrzJnctn
They need to get the weight of these batteries down so any energy and pollution savings on fuel isn't negatively offset by chewing through rubber tires
必须降低电池重量，否则节省的燃油能耗与减排成果，会被轮胎过度磨损带来的污染完全抵消。
shawman5676
Only issue with Geely battery is it seems niche. They dont scale to use it across all their EVs forget about selling to other OEMs.
Another comment is beyond these 2 CATL's Shenxing Pro is probably on par with these 2.
吉利电池的唯一问题是过于小众，未能在自家全系电动车普及，更谈不上对外供应。另外补充一点，除了这两款，宁德时代神行Pro电池性能可能与它们不相上下。
I-PixALbI4-I
Hope Donut is not a SCAM
希望Donut电池不是骗局。
thesmartdevice880
MY Car states I can charge the battery up to 350kwh, but i have never come across a charger that support the level of charging. Also the speed of charging maximum will normal only last for 10-20% of charging the battery then the BMS will throttle back the speed especially around 75-85%. Also take note that Fast Charger in China now will only charge your car to 95% capacity, this is China Govt Policy.
我的车标称支持350千瓦充电，但从未遇到过匹配的充电桩。而且峰值快充通常仅维持10%-20%电量，随后电池管理系统就会降速，尤其电量75%-85%区间时更明显。另外注意，中国政策规定公共快充仅允许充至95%电量。
So all these batteries 6C 8c 9c 10c 12C charging speed there are no chargers that support such speeds. Also when using a fast charger which has two outlets, as soon as a second car start charging your charge rate drops by half.. Also the electricity grid cannot support this level of charging.. I live in China.
所以这些6C、8C、10C、12C快充电池，根本没有对应充电桩支撑。再者，双接口快充站一旦第二辆车接入，你的充电功率会直接减半，电网也无法承载如此高负荷充电。我就住在中国。
donalfromupnorth4856
I agree with Sam. How can you lose with either of these two batteries? It’s like arguing who is richer, Musk or Bezos. What does it matter? I’d be thrilled with either option.
我同意山姆的看法。这两款电池无论选哪款都不吃亏，就像争论马斯克和贝索斯谁更有钱一样，毫无意义。两款都足够让人满意。
MikeKisil
Good report on new batteries coming make no mistake your right in just how good they have become that said China is just blowing everything that is out now and coming question is will they slow down now that they can which is most manufacturers do a d rake in the benefits that come or what is in store yet to be known ? Good bet China is not stopping into bigger better !.
这份新电池报道很到位，它们的性能确实出色。中国正全面领先全球电池领域，问题是如今技术登顶后会否放缓脚步——多数企业会选择躺平获利，但中国显然不会止步，必将追求更强、更优的技术！
Gburj
Silver is essencial to this fast charging cars; and electric cars are changing every thing for silver; CME and LBMA will have hard days ahead.
白银是快充电动车的核心材料，电动车正彻底重塑白银市场格局，芝加哥商业交易所与伦敦金银市场协会未来日子会很难熬。
cristian3988
Is CATL loosing to BYD and Geely?
宁德时代正在被比亚迪和吉利超越吗？
李荣-n7s
Every time BYD releases a new technology, Geely quickly releases a similar technology but better, whether it's lab equipment or just a PowerPoint presentation. But BYD is all about release and mass production, never just a PowerPoint presentation.
每次比亚迪发布新技术，吉利很快就会推出类似且参数更优的方案，不管是实验室成果还是仅仅停留在PPT上。但比亚迪向来是发布即量产，从不只做PPT宣传。
myronp243
Just a observation on my part.Watching European countries freak out over oil prices when they have a superior vehicle technologies in EV's.Like watching drug addicts trying to explain their addiction
我只是说说自己的看法：欧洲各国明明拥有更先进的电动车技术，却还在为油价焦虑抓狂，就像看着瘾君子拼命为自己的毒瘾辩解一样。
jasonbelanger7525
Whether Geely or BYD or CATL or Donut are ahead in the race at the moment, it's the consumers and the environment who are the real winners.
不管眼下吉利、比亚迪、宁德时代还是Donut谁暂时领先，最终的赢家都是消费者和环境。
doughooper9918
All i want is a car that will go 300 km per hour, 1000 km on a charge, no degradation in cold weather, 10-15 thousand cycles, and a 5-10 minute charge time. I think they are close.
我想要的车很简单：时速300公里，续航1000公里，低温不衰减，循环充放1万到1.5万次，5到10分钟充满。我觉得现在的技术已经快做到了。
hanswitvliet8188
This Industrial Revolution is still going on. The use in EV is just one application, others will follow.
这场工业革命还在继续，电动车应用只是其中一个方向，更多领域的应用会陆续到来。
donbrutcher4501
Would I ever keep a vehicle that might outlive its battery? Doubt it. How often would I drive the vehicle on a trip greater than one half the battery range? Rarely. So, I guess battery life expectancy and recharging rate are largely irrelevant to me.
我会留一辆电池寿命比车还长的车吗？基本不可能。我又很少跑超过电池续航一半的长途，所以电池寿命和充电速度对我来说基本没什么意义。
Unity2-765
So the Donut scam is forgotten?
所以Donut电池的骗局就这么被忘了？
WhiteBinderyBalls
I won't be alive in 50 years. If it last 15 years . I am covered, but I won't hold my breath. I am old enough to know every day is game changer day.
我活不到50年后，电池能用15年就够我用了，但也不抱太大期待。我这年纪很清楚每天都可能有颠覆行业的新变化。
BACA01
Only Donut Labs are showing real test results. All the others just claims without any evidence.
只有Donut实验室公布了真实测试数据，其他企业都只是空口宣称，没有任何实证。
sellerz7733
Buyers be careful.
买家请谨慎购买。
kaiserxblue
If geely vs byd, the winner will be whoever places their battery into mass production first and distributed it into other EVs. That is the winner
吉利和比亚迪之争，说白了就是谁先把电池量产并搭载到多款车型上，谁就是赢家。
helddi
Charging speed and charging cycles are important to convince petrol heads to switch to electric. But a car is more than a battery. Price, looks, comfort, ADAS, AI and...good services (and marketing) make one car better than another.
充电速度和循环次数确实能说服燃油车爱好者转投电动，但一辆车好不好远不止看电池。价格、外观、舒适度、智能驾驶、人工智能，还有优质的服务与营销才是拉开差距的关键。
ump8087
All Nio did was disprove Tesla. It's a foundational structural change on how EV's are to be built. It's like going from cable TV to Streaming Internet Fiber. Everyone will figure this out when they take their 10 year old Tesla's, or any other EV with over 100K miles to be traded in. "I'm sorry Sir, we don't take EV's with over 100K miles in on trade." "We really have no way of knowing if that battery will die tomorrow, or not."
蔚来所做的一切其实就是证明了特斯拉的模式并非最优解，它带来了电动车制造底层结构的变革，就像从有线电视升级到光纤流媒体一样。等大家开着十年车龄、里程超10万公里的特斯拉或其他电动车去置换时就会明白，经销商会直接拒收，因为根本无法判断电池会不会随时报废。
Once that happens enough times, and the word on Nio gets out, the sky is the limit. All the Tesla money will transfer to Nio. I make it a point to stop every single EV driver I catch in a parking lot. 95% of them have never heard of Nio. "Sir wouldn't it be nice to drive accross the country in your EV and stop at gas stations to swap out your battery in 3 minutes?" "WOW, that would be great!." "Would you believe me if I told you a company has been doing just that for over 8 years?" Their jaw stays open and their eyes start to glaze over.
这种情况多了，蔚来换电模式的口碑传开后发展空间将不可限量，特斯拉的资本也会流向蔚来。我在停车场只要碰到电动车车主就会主动搭话，95%的人从没听过蔚来。我问他们：“开电动车横穿全国，在加油站3分钟换块电池继续走，难道不香吗？”他们都会惊叹“太棒了”。当我告诉他们有一家企业已经这么做了八年多后，所有人都会目瞪口呆。
nickzhu9201
U need to do more work byd’s charge 10-70% in 5 mins , 10-97% in 9 mins. And geely 10-80 in 7 mins
你得再查查资料，比亚迪电池10%到70%充电仅需5分钟，10%到97%只要9分钟，吉利则是10%到80%需要7分钟。
fridschnall
Horizon Robotics plans next-gen auto chip to outpace Nvidia's Thor-X
地平线机器人计划推出下一代车载芯片，性能将超越英伟达雷神X。
dougsheldon5560
Would appreciate if you would tell us what a normal person charging at home would get. Otherwise you're wasting your time, we'll never see chargers like that.
希望你能说说普通人在家充电的实际体验，不然就是在白费功夫，我们这辈子都用不上那种超级充电桩。
alibro7512
How many people really care about charging speed? I've had to charge away from home four times in the last 2 years and every time I was able to do something else for the 15 or 20 minutes I was plugged in. And my car charges really slowly like 60 or 70kW.
有多少人真的在意充电速度？过去两年我只在外面充过四次电，每次等15到20分钟都能找点别的事打发时间。我的车充电功率只有六七十千瓦，速度很慢。
Yes I know some folk need to drive 500 hundred miles before lunch but most of us don't and rarely exceed the range of the car on any given day. So long as you can charge at home the charging speed is not that important. Yes for those who can't it is an issue but most people in that position are not buying EV's. Not yet anyway.
我知道有人午饭前就要开500英里，但绝大多数人不会，日常用车也很少跑满续航。只要能在家充电，速度快慢根本不重要。没法在家充的人确实会头疼，但这类人目前基本不会买电动车。
shaunbrandscheid
The one thing I hate about all current batteries is the thermal runaway (fire) and dendrite crystal problem, plus fast charging tends to acentuate this issue. Do any of these batteries you have mentioned bypass these pet hates of mine. I work in disruptive tech, change is on the way. Imo. The next 1000 days should prove to be interesting imo. Looking forward to making the leap to axial flux motors and a better battery. Thanks for all your great work, much appreciated.
我对现在所有电池最反感的就是热失控起火和锂枝晶问题，而且快充还会加剧这些隐患。你提到的这些电池里，有没有能避开这些毛病的？我从事颠覆性技术行业，变革马上就要来了，未来一千天肯定会很精彩。很期待轴向磁通电机和更优秀电池的普及。感谢你的优质内容，非常受用。
antoniopedropaisdias5801
Tesla battery 4680 are superior of this two examples..
特斯拉4680电池比这两款都要优秀。
RussellFineArt
Everyone will reverse engineer, copy and mass-produce Donut Lab’s battery soon, and improve on it. LFP, LMFP and NMC chemistries will be dead soon in favor of Donut’s solid-state chemistry, which will likely eliminate sodium-ion also.
很快就会有企业逆向拆解、仿制并量产Donut实验室的电池，还会在此基础上优化升级。磷酸铁锂、磷酸锰铁锂和三元锂技术都会很快被淘汰，Donut的固态电池路线会成为主流，甚至可能直接取代钠离子电池。
VideoBelarus
What bettery is best for northern climate?
哪种电池最适合北方寒冷气候？
KevKruz
Don't forget about the cost of ownership of an ICE vehicle. They have hundreds of parts and points of failure that electric cars just don't have, not to mention that the auto repair market is rigged against the consumer.
别忘了燃油车的使用成本，它们有上百个易损部件，故障率远高于电动车，更别说汽车维修市场本来就对消费者很不友好。
cdwx01
Cuts to a self-spruik in the middle of a talking point. Amateur hour.
讲到一半突然开始自我吹捧，太业余了。
invest-aia
17 minutes to say maximum 2 minutes things
明明两分钟能讲完的内容，硬是说了17分钟。
fit2fly
Get real man, who cares about max. speed charging. In Europe >90 % of the charging is done at home (during the day/overnight).
现实点吧，谁会在意极限充电速度？欧洲超过90%的充电都是白天或夜间在家完成的。
ctuna2011
It would be interesting to see the state of US based LFP makers . We know Trump stunted this in the US but it's not totally dead.
很想看看美国本土磷酸铁锂厂商的现状，特朗普时期确实打压了这一产业，但还没彻底消亡。
traderpro7523
Chery Rhino battery kills everything
奇瑞犀牛电池能吊打所有对手。
Aggie4life77
I keep hearing about all this battery tech and then nothing! At least Donut is keeping us entertained and they have a bike coming out! I’m to the point where unless they have a vehicle to put it in and test numbers or mass producing it, it’s not real yet! It giving Viking content though lol!
我听了太多电池技术宣传最后都没了下文。至少Donut（是一家芬兰初创公司，2026 年初因宣称推出全球首款可量产全固态电池）还能逗大家一乐，而且真的要推出电动自行车了。我现在只认一个理：不量产上车、不实测数据的技术都是空谈。不过这内容倒是挺有噱头，笑死我了。
chekim2
Hi Sam, there are real wars going on in the world, please don't call this friendly competition a war.
山姆，世界上正在发生真正的战争，别把这种良性竞争称作战争。
우빈TV1
Did usa give up developing car battery?
美国已经放弃研发车用电池了吗？
nickreid5297
I still wouldn't buy one of these cars new. In a couple of years, solid state will be coming into wider use, and cars with these batteries will depreciate heavily.
我还是不会买新款电动车。再过几年固态电池就会普及，现在这些电池的车型会大幅贬值。
KAT-pi3pk
Sam, you like to brag about how you charge at home using your solar set up. How does this improved charging speed help you out?
山姆，你总炫耀自己在家用太阳能充电，充电速度提升对你有什么实际用处吗？
MSMS-h9m
*** make tofu dregs
中国生产的都是DF渣产品。
undisclosed_th
BYD is The Next Kodak/Nokia in many aspects, so Geely is very likely to win again. To outperform gas cars, a very long battery pack lifespan is needed! The engine's lifespan is so many decades. The gas tank's lifespan can be a century or more.
比亚迪在很多方面都会成为下一个柯达或诺基亚，所以吉利很有可能再次胜出。想要超越燃油车，电池组必须拥有超长寿命，燃油发动机能用几十年，油箱寿命甚至能超百年。
In Thailand, there have been many cases that EV batteries have failed or deteriorated too soon but the mileage exceeded the battery's warranty terms so very expensive replacement prices occured, making negative news and images of EVs. And yes the current famous bad battery case in Thailand happened with BYD Atto3's blade battery!
泰国出现过多起电动车电池提前失效或衰减的案例，可里程已经超出质保范围，更换费用极高，严重影响了电动车的口碑。而泰国目前最知名的电池故障事件，正是比亚迪Atto3的刀片电池。
Rraid987
Anyway...nothing beats the diesel engine yet!!!
不管怎么说，目前还没有任何技术能打败柴油发动机。
thesoundsmith
Sam. betcha Dollars to Donuts... (If nothing else, they've impacted the potential investor supply...)
山姆，我敢跟你打赌……就算别的不说，它们也已经影响了潜在投资人的资金流向。
CalgarGTX
We will know if they are good batteries when they are in the wild and last their advertised lifespan without catastrophic failures or premature degradation to the point your car BMS refuses to do anything with it and you are left with an expensive paperweight. There has been too much fkin around in the EV world up to that point. See also : GM bolts, Huyndai ionics, etc...
一款电池好不好，只有真正上路、能达到宣传寿命、不出现致命故障或提前衰减到电池管理系统彻底罢工让车变成昂贵废铁，才能算合格。电动车行业这类不靠谱的事太多了，通用雪佛兰Bolt、现代艾尼氪等车型都有过类似问题。
New battery every week :) The great news are about newest Sodium Ion batteries with 280Wh/kg, currently in laboratories but within 2 years in mass production. Cost for 100kWh battery pack is about 1/3 of current NMC !!!!
每周都有新电池消息:) 好消息是最新的钠离子电池能量密度达到280瓦时/公斤，目前还在实验室阶段，两年内将量产。100度电的电池包成本只有现在三元锂电池的三分之一！！
hottiano1
I'd always prefer the blades safety, iv seen how quickly the fire lights up the car
我永远更看重刀片电池的安全性，我见过车子起火有多快。
danielashurov3900
I believe the questions we should ask:
1. When these batteries will be put in actual cars
2. What cars will have these batteries
3. Will these cars be available in your country
我认为我们应该弄清楚这几个问题：
1. 这些电池何时会真正搭载到量产车上
2. 哪些车型会配备这些电池
3. 这些车型是否会在你的国家上市销售
fridschnall
Chery: "Mhm. "
奇瑞：“嗯哼。”
casi_dancasy
Impressive teardown of the Blade 2.0 and Golden Brick specs. While 12C charging is a massive engineering leap, the real game-changer is how we integrate this hardware into the evolving energy grid. A perfect example is Australia’s "Solar Sharer" initiative launching in July 2026. Mandating 3 hours of free midday electricity to manage solar surplus shows that energy is becoming abundant, not scarce.
这次对刀片2.0和金砖电池的参数拆解十分精彩。12C快充固然是工程上的巨大突破，但真正改变格局的是把这套硬件融入不断升级的能源电网。澳大利亚将于2026年7月推出的“太阳能共享计划”就是绝佳案例，通过强制提供三小时午间免费电力来消化太阳能富余产能，这说明能源正走向充裕而非稀缺。
Batteries that can "flash charge" during these windows aren't just car components anymore—they become essential tools for grid stability and zero-marginal-cost energy consumption. The future isn't just about who has the densest cell, but who builds the best bridge between vehicle tech and smart, decentralized power models.
能在这段时间快速闪充的电池不再只是汽车配件，更是保障电网稳定和实现零边际成本用电的关键工具。未来的竞争不只是谁的电芯能量密度更高，而是谁能在汽车技术与智能分散式能源模式之间搭建最顺畅的桥梁。
andrewhorton
I think the BYD Long Blade 2.0 is the best battery. It has the best energy density, best price, and for most people is 'fast enough' in relation to charging... Let's be honest the other batteries will likely never charge this fast in Australia, anytime soon. Also Geely's pack ratio is 131.9Wh/kg, as noted by MIIT.
我认为比亚迪长刀片2.0是最优秀的电池，它能量密度出众、价格亲民，对大多数人来说充电速度也完全够用。说实话，在澳大利亚其他电池短期内根本达不到这样的快充速度。另外根据工信部数据，吉利电池包的能量密度为131.9瓦时/千克。
flyingtime5501
They Donut even compare!
它们和Donut（是一家芬兰初创公司，2026 年初因宣称推出全球首款可量产全固态电池）电池根本没有可比性。
elkaro5
Game changing competition!
这场竞争足以颠覆行业格局！
0keme
las Golden de Geely también utilizan manganeso. desde que han sacado los primeros modelos .
吉利的电池从首批车型推出时就已经使用了锰材料。
iiovoii
Thanks for the great content
感谢分享如此优质的内容。
frankcoffey
Keep the innovation coming. It should be really good in a few years when we start getting the cars in the US.
希望创新持续推进，等几年后这些车型进入美国市场，一定会带来极佳的体验。
ChicagoBob123
I would rather know how they charge on a tesla charger from 10 to 90
我更想知道它们在特斯拉充电桩上从10%充到90%需要多久。
PaulSamps-gf6yz
With higher charge rates the public charging will need security staff to stop cable theft
充电速度提升后，公共充电站需要配备安保人员防止充电电缆被盗。
tireddad6541
I guess that also impacts the home storage and the megapacks
我想这也会对家用储能和大型储能设备产生影响。
alexzannoni1501
Thanks for the comprehensive review. The questions for Australia is when will fast charging stations be rolled out Nationally in substantial numbers & also when will home solar batteries be able to charge these batteries within the claimed time?
感谢这份全面的解析。对澳大利亚来说，关键问题是快充站何时能在全国大规模铺设，家用太阳能电池又何时能按宣称的时长为这类电池充满电。
fridschnall
Li Auto is set to launch its first automated charging station in China during the second quarter, a move aimed at minimizing driver intervention.
理想汽车将于第二季度在中国推出首个自动充电站，旨在最大限度减少车主的操作步骤。
stefanoaccetta4231
Le auto Dolphin Surf, Dolphin e Byd Atto 2 vendute in Europa usano già Blade 2.0? Altrimenti quando lo useranno?
欧洲在售的比亚迪海豚冲浪版、普通海豚版和Atto 2已经搭载刀片2.0电池了吗？如果没有，何时会配备？
ianburnett4605
I only need to charge my car over night so I dial back my charger a bit & still can do this. Never been to a supercharger but its good knowing I can stop there any time. Infrastructure is clearly the limiting factor and neather manufacturer are the leader in this and arent likely to be for a long time, I believe.
我只需要夜间给车充电，所以把充电器功率调低一些也完全够用。我从没去过超级充电站，但知道随时可以使用就很安心。基础设施显然是制约因素，而且我认为目前没有车企在这方面占据领先地位，这种情况短期内也不会改变。
Rraid987
One quick m8.....Is this battery gona be used in Zeekr 7GT in Europe?
兄弟问个小问题，这款电池会用在欧洲版的极氪7GT上吗？
whith-n7n
This is it. No need for sodium or solid state, other than for wider range of performance options.
有这些电池就足够了，除非需要更丰富的性能选择，否则没必要再用钠离子或固态电池。
bbt0101
I hope Geely and the others bring it on. The fiercer the competition, the better for us consumers in the end
希望吉利和其他车企加大投入，竞争越激烈，最终受益的就是我们消费者。
heiheiskwan
the key distinction is... one is actually demonstrated and deployed at scale, while the other exists in hero models that could be charged only at a few points there's a reason why Chinese consumers call one of these companies "powerpoint company"
核心区别在于，一款已经实际展示并大规模量产落地，另一款只存在于旗舰车型中，且仅能在少数站点充电。中国消费者把其中一家企业称作“PPT公司”是有原因的。
irwanchel
Please cover chery solid state battery at chery battery night this week
请做一期关于本周奇瑞电池之夜发布的固态电池内容。
tonySavva-n4e
Will it be in zeeker 7x
这款电池会搭载在极氪7X上吗？
beautifulgirl219
State-run newspaper China Daily said in an editorial responding to the pledge that nuclear power “must be part” of China’s energy transition, as “solar and wind alone will not suffice”.
官方报纸《中国日报》在一篇回应相关规划的社论中表示，核电必须成为中国能源转型的一部分，仅靠太阳能和风能远远不够。
JOK3R_DK
We really need to ask our selves now if we need more range and quicker charging. I mean a 1000 km range is all most people will ever need. I'm quite worried about these charging rates as pushing this much energy into the battery sounds kinda like a gamble if you ask me.
我们现在该扪心自问，是否真的需要更长续航和更快充电。对大多数人来说，1000公里续航已经完全够用。我对这样的充电速度很担忧，如此大功率向电池输入电量，在我看来无异于一场冒险。
jrb_sland
Fast charging is good news for those who regularly travel long distances on highways, but irrelevant for those of us who will be routinely charging at home.
快充对经常跑高速长途的人来说是好消息，但对我们这些习惯在家充电的人来说并无意义。
ChrisInOz
Take my money when the long blade 2.0 battery is available in the BYD Dolphin
等比亚迪海豚搭载长刀片2.0电池上市，我一定会入手。
Roberto-uk3ml
What about Xpeng's latest ones?
小鹏最新的电池技术表现如何？
treg9492
Game changer
这足以颠覆行业。
Fs0n1ine
They are essentially on the same level of technological awesomeness. I'm mainly intrigued how CATL will respond to thism They have been leading the industry for about a decade now, I doubt they haven't got something to pull out of their hat, too. Maybe soon... Also, with Geely my question is scalability. They're no big battery maker (yet).
它们在技术层面基本处于同一水准。我很好奇宁德时代会如何应对，这家企业引领行业近十年，不可能没有杀手锏，或许很快就会亮相。另外我对吉利的疑问在于量产能力，它目前还不算大型电池制造商。
BYD seem eminently more able to scale given they have announced already 11 (?!) cars to get the new Blade 2.0 (all short blade, I presume). But Geely have not rolled out their Golden Brick at scale, nor have they made any announcement in that regard. With at least 4 premium brands (Volvo, Polestar, Lotus, Zeekr) I would have expected a more pervasive roll-out...
比亚迪已宣布将有11款车型搭载全新刀片2.0电池，量产能力显然更强。而吉利的金砖电池既没有大规模量产，也没有相关官宣。吉利旗下至少拥有沃尔沃、极星、路特斯、极氪四个高端品牌，本应实现更广泛的搭载应用。
Noeyedear90
I think the battery technology is answering petrol head concerns more than the current EV driver. Range and charging isn’t the problem the fossil fuel supporters think it is.
我认为电池技术更多是在回应燃油车爱好者的担忧，而非当下电动汽车车主的需求。续航和充电问题并不像化石能源支持者认为的那样棘手。
whlawson5812
Are Geely EV having those golden brick short blade batteries made in 2024 & 2025 are having the same chemistry & same build of cells except having a slower charging system?.
2024和2025年生产的搭载金砖短刀片电池的吉利电动车，是否仅充电系统速度较慢，电芯化学配方和制造工艺完全一致？
zemo2332
Double game changer!
双重颠覆行业的突破！
gregsarisa4201
How about Donut lab batteries. They do look legit!
Donut实验室的电池表现如何？看起来确实很靠谱！
ricosun
I hope byd can bring some of their battery backed charger stations to Australia. so they can be topped up at night, and still sustain high throughput during the day, when demand is high, without putting stress on the grid. We just need 2 -3 such mega charging station between large citys. Maybe BYD can work with McDonalds in Australia.
我希望比亚迪能把带电池储能的充电站带到澳大利亚，这样可以在夜间储电，白天用电高峰时也能保持高充电效率，同时不给电网造成压力。大城市之间只需要两三座这样的大型充电站就够了，或许比亚迪可以和澳大利亚的麦当劳合作。
hottiano1
They all share tech
这些企业之间都在共享技术。
orpsman76
China forges ahead. The States champion FF all the way backwards.
中国一路高歌猛进，美国却扶持法拉第未来不断倒退。
Unity2-765
No, with that kind of numbers , this is not the next step. The next step would be for one to take this eternity battery over to the next and next and next EV every 10 years, as a modular solution.
真正的下一步不该止步于这样的参数表现，而是把这种长效电池做成模块化方案，每十年就能拆装到一辆又一辆新的电动汽车上持续使用。
jansenwilder1335
Use DC chargers below 500W.. to avoid over heating due to high current..as mentioned, all EV will be alright
请使用500瓦以下的直流充电器，避免大电流导致过热。如前文所述，所有电动车这样操作都能安全使用。
deanmcmanis4862
These are both impressive batteries. But being in the U.S. most likely neither of these new Chinese batteries will be shipping to here anytime soon. Interestingly, the two biggest benefits of these batteries to me are the longer life, and the lower cost. And the Naxtra sodium ion batteries look to be better in both of these capabilities. With just a bit lower energy density.
这两款电池都很出色，但身处美国，短期内基本无缘用上这些中国新电池。有意思的是，对我而言它们最大的优势是寿命更长、成本更低，而钠星钠离子电池在这两方面似乎更优，只是能量密度稍低。
Super fast charging can be critical, but only for a fraction of EV owners who rely on faster, DC fast charging. Most of us EV owners charge up slowly, overnight at home. And we drive less than 100 miles a day. All battery innovations and improvements are always welcome. But they are not necessarily earth shattering news for all of us. Still, keep the news coming!
极速快充确实关键，但仅对依赖直流快充的少数车主有意义。我们大多数电动车车主都是在家夜间慢充，日均行驶也不到100英里。所有电池创新都值得欢迎，但未必对所有人都是颠覆性消息，不过还是期待更多技术进展！
hadtobe4502
Tinkering at the edges really of original designs. The real change needs to be Solid State, with VTG, VTH etc capabilities.
Petrol and Hybrids will then be even more irrelevant.
这些都只是对原有设计的小幅优化。真正的变革必须是固态电池，搭配车辆到电网、车辆到家庭等双向能源交互能力。到那时，燃油车和混动车会更无立足之地。
danhotel5961
What's the point of talking about supe fast charging with Mega wTt chargers. Not likely to see those in the wild for decades. Not sure I'll even be alive by then. What's the rate at 4 or 500Kw charging
空谈兆瓦级超充毫无意义，几十年内都难以普及，我有生之年未必见得到。倒是400、500千瓦充电的实际速度如何？
Unity2-765
It doesn't make sense anymore if the race is to make 5 million km batteries in cars that are scrapped after 500 , 000 km (10% of the battery life). In that case , we must start to think modular, to use a higher percentage of the battery life before it is scrapped, or to ensure the batteries get a second life as energy storage.
车企竞相研发支持500万公里寿命的电池，可车辆仅行驶50万公里（仅为电池寿命10%）就报废，这毫无意义。我们必须转向模块化思路，在电池报废前充分利用其寿命，或确保电池能进入储能领域实现二次利用。
petersvancarek
Manganese isn't that big problem, isn't it so? The problem would be cobalt and to lesser degree nickel.
Now, I don't know about natrium(sodium)... While it is dirt cheap, energy density shouldn't reach nowhere close to lithium. I would believe more if magnesium or aluminium was used to achieve high energy densities, not natrium.
锰材料问题不大，真正的隐患是钴，其次是镍。至于钠离子电池，尽管成本极低，但能量密度远不及锂电池。我更看好镁或铝基电池实现高能量密度，而非钠基。
EmeryNY
Check out that news: As the global automotive industry works intensively on more efficient energy storage systems, a Hungarian innovation is attracting significant attention. The ONLi technology presented by Edortech Kft. not only promises to double the energy density of lithium-ion batteries, but could also redefine industrial value creation in Europe.
关注这条新闻：全球车企全力研发高效储能系统之际，匈牙利一项创新备受瞩目。公司推出的ONLi技术有望让锂电池能量密度翻倍，还可能重新定义欧洲工业价值创造。
For over a century, combustion engines have been at the heart of mobility, but the era of fossil fuels is coming to an end. Decarbonization and stricter emission standards have put the industry on an irreversible path toward electrification. In this new era, the battery is no longer just a component—it is the strategic powerhouse of the industry.
一个多世纪以来，内燃机是出行核心，但化石能源时代正走向终结。脱碳与更严排放标准推动行业不可逆地迈向电动化。新时代里，电池不再只是零部件，而是行业的战略核心动力源。
silmarillion3
As battery performance advances, authorities must enable/incentivize charging infrastructure to match. Classic chicken/egg. Adoption of new battery tech will fail without charging capability to match - this is the BIG problem for Geely, BYD, CATL etc
电池性能不断提升，政府必须配套推进并激励充电基础设施建设，这是典型的鸡生蛋问题。没有匹配的充电能力，新电池技术难以普及——这正是吉利、比亚迪、宁德时代等企业面临的核心难题。
CrzJnctn
They need to get the weight of these batteries down so any energy and pollution savings on fuel isn't negatively offset by chewing through rubber tires
必须降低电池重量，否则节省的燃油能耗与减排成果，会被轮胎过度磨损带来的污染完全抵消。
shawman5676
Only issue with Geely battery is it seems niche. They dont scale to use it across all their EVs forget about selling to other OEMs.
Another comment is beyond these 2 CATL's Shenxing Pro is probably on par with these 2.
吉利电池的唯一问题是过于小众，未能在自家全系电动车普及，更谈不上对外供应。另外补充一点，除了这两款，宁德时代神行Pro电池性能可能与它们不相上下。
I-PixALbI4-I
Hope Donut is not a SCAM
希望Donut电池不是骗局。
thesmartdevice880
MY Car states I can charge the battery up to 350kwh, but i have never come across a charger that support the level of charging. Also the speed of charging maximum will normal only last for 10-20% of charging the battery then the BMS will throttle back the speed especially around 75-85%. Also take note that Fast Charger in China now will only charge your car to 95% capacity, this is China Govt Policy.
我的车标称支持350千瓦充电，但从未遇到过匹配的充电桩。而且峰值快充通常仅维持10%-20%电量，随后电池管理系统就会降速，尤其电量75%-85%区间时更明显。另外注意，中国政策规定公共快充仅允许充至95%电量。
So all these batteries 6C 8c 9c 10c 12C charging speed there are no chargers that support such speeds. Also when using a fast charger which has two outlets, as soon as a second car start charging your charge rate drops by half.. Also the electricity grid cannot support this level of charging.. I live in China.
所以这些6C、8C、10C、12C快充电池，根本没有对应充电桩支撑。再者，双接口快充站一旦第二辆车接入，你的充电功率会直接减半，电网也无法承载如此高负荷充电。我就住在中国。
donalfromupnorth4856
I agree with Sam. How can you lose with either of these two batteries? It’s like arguing who is richer, Musk or Bezos. What does it matter? I’d be thrilled with either option.
我同意山姆的看法。这两款电池无论选哪款都不吃亏，就像争论马斯克和贝索斯谁更有钱一样，毫无意义。两款都足够让人满意。
MikeKisil
Good report on new batteries coming make no mistake your right in just how good they have become that said China is just blowing everything that is out now and coming question is will they slow down now that they can which is most manufacturers do a d rake in the benefits that come or what is in store yet to be known ? Good bet China is not stopping into bigger better !.
这份新电池报道很到位，它们的性能确实出色。中国正全面领先全球电池领域，问题是如今技术登顶后会否放缓脚步——多数企业会选择躺平获利，但中国显然不会止步，必将追求更强、更优的技术！
Gburj
Silver is essencial to this fast charging cars; and electric cars are changing every thing for silver; CME and LBMA will have hard days ahead.
白银是快充电动车的核心材料，电动车正彻底重塑白银市场格局，芝加哥商业交易所与伦敦金银市场协会未来日子会很难熬。
cristian3988
Is CATL loosing to BYD and Geely?
宁德时代正在被比亚迪和吉利超越吗？
李荣-n7s
Every time BYD releases a new technology, Geely quickly releases a similar technology but better, whether it's lab equipment or just a PowerPoint presentation. But BYD is all about release and mass production, never just a PowerPoint presentation.
每次比亚迪发布新技术，吉利很快就会推出类似且参数更优的方案，不管是实验室成果还是仅仅停留在PPT上。但比亚迪向来是发布即量产，从不只做PPT宣传。
myronp243
Just a observation on my part.Watching European countries freak out over oil prices when they have a superior vehicle technologies in EV's.Like watching drug addicts trying to explain their addiction
我只是说说自己的看法：欧洲各国明明拥有更先进的电动车技术，却还在为油价焦虑抓狂，就像看着瘾君子拼命为自己的毒瘾辩解一样。
jasonbelanger7525
Whether Geely or BYD or CATL or Donut are ahead in the race at the moment, it's the consumers and the environment who are the real winners.
不管眼下吉利、比亚迪、宁德时代还是Donut谁暂时领先，最终的赢家都是消费者和环境。
doughooper9918
All i want is a car that will go 300 km per hour, 1000 km on a charge, no degradation in cold weather, 10-15 thousand cycles, and a 5-10 minute charge time. I think they are close.
我想要的车很简单：时速300公里，续航1000公里，低温不衰减，循环充放1万到1.5万次，5到10分钟充满。我觉得现在的技术已经快做到了。
hanswitvliet8188
This Industrial Revolution is still going on. The use in EV is just one application, others will follow.
这场工业革命还在继续，电动车应用只是其中一个方向，更多领域的应用会陆续到来。
donbrutcher4501
Would I ever keep a vehicle that might outlive its battery? Doubt it. How often would I drive the vehicle on a trip greater than one half the battery range? Rarely. So, I guess battery life expectancy and recharging rate are largely irrelevant to me.
我会留一辆电池寿命比车还长的车吗？基本不可能。我又很少跑超过电池续航一半的长途，所以电池寿命和充电速度对我来说基本没什么意义。
Unity2-765
So the Donut scam is forgotten?
所以Donut电池的骗局就这么被忘了？
WhiteBinderyBalls
I won't be alive in 50 years. If it last 15 years . I am covered, but I won't hold my breath. I am old enough to know every day is game changer day.
我活不到50年后，电池能用15年就够我用了，但也不抱太大期待。我这年纪很清楚每天都可能有颠覆行业的新变化。
BACA01
Only Donut Labs are showing real test results. All the others just claims without any evidence.
只有Donut实验室公布了真实测试数据，其他企业都只是空口宣称，没有任何实证。
sellerz7733
Buyers be careful.
买家请谨慎购买。
kaiserxblue
If geely vs byd, the winner will be whoever places their battery into mass production first and distributed it into other EVs. That is the winner
吉利和比亚迪之争，说白了就是谁先把电池量产并搭载到多款车型上，谁就是赢家。
helddi
Charging speed and charging cycles are important to convince petrol heads to switch to electric. But a car is more than a battery. Price, looks, comfort, ADAS, AI and...good services (and marketing) make one car better than another.
充电速度和循环次数确实能说服燃油车爱好者转投电动，但一辆车好不好远不止看电池。价格、外观、舒适度、智能驾驶、人工智能，还有优质的服务与营销才是拉开差距的关键。
ump8087
All Nio did was disprove Tesla. It's a foundational structural change on how EV's are to be built. It's like going from cable TV to Streaming Internet Fiber. Everyone will figure this out when they take their 10 year old Tesla's, or any other EV with over 100K miles to be traded in. "I'm sorry Sir, we don't take EV's with over 100K miles in on trade." "We really have no way of knowing if that battery will die tomorrow, or not."
蔚来所做的一切其实就是证明了特斯拉的模式并非最优解，它带来了电动车制造底层结构的变革，就像从有线电视升级到光纤流媒体一样。等大家开着十年车龄、里程超10万公里的特斯拉或其他电动车去置换时就会明白，经销商会直接拒收，因为根本无法判断电池会不会随时报废。
Once that happens enough times, and the word on Nio gets out, the sky is the limit. All the Tesla money will transfer to Nio. I make it a point to stop every single EV driver I catch in a parking lot. 95% of them have never heard of Nio. "Sir wouldn't it be nice to drive accross the country in your EV and stop at gas stations to swap out your battery in 3 minutes?" "WOW, that would be great!." "Would you believe me if I told you a company has been doing just that for over 8 years?" Their jaw stays open and their eyes start to glaze over.
这种情况多了，蔚来换电模式的口碑传开后发展空间将不可限量，特斯拉的资本也会流向蔚来。我在停车场只要碰到电动车车主就会主动搭话，95%的人从没听过蔚来。我问他们：“开电动车横穿全国，在加油站3分钟换块电池继续走，难道不香吗？”他们都会惊叹“太棒了”。当我告诉他们有一家企业已经这么做了八年多后，所有人都会目瞪口呆。
nickzhu9201
U need to do more work byd’s charge 10-70% in 5 mins , 10-97% in 9 mins. And geely 10-80 in 7 mins
你得再查查资料，比亚迪电池10%到70%充电仅需5分钟，10%到97%只要9分钟，吉利则是10%到80%需要7分钟。
fridschnall
Horizon Robotics plans next-gen auto chip to outpace Nvidia's Thor-X
地平线机器人计划推出下一代车载芯片，性能将超越英伟达雷神X。
dougsheldon5560
Would appreciate if you would tell us what a normal person charging at home would get. Otherwise you're wasting your time, we'll never see chargers like that.
希望你能说说普通人在家充电的实际体验，不然就是在白费功夫，我们这辈子都用不上那种超级充电桩。
alibro7512
How many people really care about charging speed? I've had to charge away from home four times in the last 2 years and every time I was able to do something else for the 15 or 20 minutes I was plugged in. And my car charges really slowly like 60 or 70kW.
有多少人真的在意充电速度？过去两年我只在外面充过四次电，每次等15到20分钟都能找点别的事打发时间。我的车充电功率只有六七十千瓦，速度很慢。
Yes I know some folk need to drive 500 hundred miles before lunch but most of us don't and rarely exceed the range of the car on any given day. So long as you can charge at home the charging speed is not that important. Yes for those who can't it is an issue but most people in that position are not buying EV's. Not yet anyway.
我知道有人午饭前就要开500英里，但绝大多数人不会，日常用车也很少跑满续航。只要能在家充电，速度快慢根本不重要。没法在家充的人确实会头疼，但这类人目前基本不会买电动车。
shaunbrandscheid
The one thing I hate about all current batteries is the thermal runaway (fire) and dendrite crystal problem, plus fast charging tends to acentuate this issue. Do any of these batteries you have mentioned bypass these pet hates of mine. I work in disruptive tech, change is on the way. Imo. The next 1000 days should prove to be interesting imo. Looking forward to making the leap to axial flux motors and a better battery. Thanks for all your great work, much appreciated.
我对现在所有电池最反感的就是热失控起火和锂枝晶问题，而且快充还会加剧这些隐患。你提到的这些电池里，有没有能避开这些毛病的？我从事颠覆性技术行业，变革马上就要来了，未来一千天肯定会很精彩。很期待轴向磁通电机和更优秀电池的普及。感谢你的优质内容，非常受用。
antoniopedropaisdias5801
Tesla battery 4680 are superior of this two examples..
特斯拉4680电池比这两款都要优秀。
RussellFineArt
Everyone will reverse engineer, copy and mass-produce Donut Lab’s battery soon, and improve on it. LFP, LMFP and NMC chemistries will be dead soon in favor of Donut’s solid-state chemistry, which will likely eliminate sodium-ion also.
很快就会有企业逆向拆解、仿制并量产Donut实验室的电池，还会在此基础上优化升级。磷酸铁锂、磷酸锰铁锂和三元锂技术都会很快被淘汰，Donut的固态电池路线会成为主流，甚至可能直接取代钠离子电池。
VideoBelarus
What bettery is best for northern climate?
哪种电池最适合北方寒冷气候？
KevKruz
Don't forget about the cost of ownership of an ICE vehicle. They have hundreds of parts and points of failure that electric cars just don't have, not to mention that the auto repair market is rigged against the consumer.
别忘了燃油车的使用成本，它们有上百个易损部件，故障率远高于电动车，更别说汽车维修市场本来就对消费者很不友好。
cdwx01
Cuts to a self-spruik in the middle of a talking point. Amateur hour.
讲到一半突然开始自我吹捧，太业余了。
invest-aia
17 minutes to say maximum 2 minutes things
明明两分钟能讲完的内容，硬是说了17分钟。
fit2fly
Get real man, who cares about max. speed charging. In Europe >90 % of the charging is done at home (during the day/overnight).
现实点吧，谁会在意极限充电速度？欧洲超过90%的充电都是白天或夜间在家完成的。
ctuna2011
It would be interesting to see the state of US based LFP makers . We know Trump stunted this in the US but it's not totally dead.
很想看看美国本土磷酸铁锂厂商的现状，特朗普时期确实打压了这一产业，但还没彻底消亡。
traderpro7523
Chery Rhino battery kills everything
奇瑞犀牛电池能吊打所有对手。
Aggie4life77
I keep hearing about all this battery tech and then nothing! At least Donut is keeping us entertained and they have a bike coming out! I’m to the point where unless they have a vehicle to put it in and test numbers or mass producing it, it’s not real yet! It giving Viking content though lol!
我听了太多电池技术宣传最后都没了下文。至少Donut（是一家芬兰初创公司，2026 年初因宣称推出全球首款可量产全固态电池）还能逗大家一乐，而且真的要推出电动自行车了。我现在只认一个理：不量产上车、不实测数据的技术都是空谈。不过这内容倒是挺有噱头，笑死我了。
chekim2
Hi Sam, there are real wars going on in the world, please don't call this friendly competition a war.
山姆，世界上正在发生真正的战争，别把这种良性竞争称作战争。
우빈TV1
Did usa give up developing car battery?
美国已经放弃研发车用电池了吗？
nickreid5297
I still wouldn't buy one of these cars new. In a couple of years, solid state will be coming into wider use, and cars with these batteries will depreciate heavily.
我还是不会买新款电动车。再过几年固态电池就会普及，现在这些电池的车型会大幅贬值。
KAT-pi3pk
Sam, you like to brag about how you charge at home using your solar set up. How does this improved charging speed help you out?
山姆，你总炫耀自己在家用太阳能充电，充电速度提升对你有什么实际用处吗？
MSMS-h9m
*** make tofu dregs
中国生产的都是DF渣产品。
undisclosed_th
BYD is The Next Kodak/Nokia in many aspects, so Geely is very likely to win again. To outperform gas cars, a very long battery pack lifespan is needed! The engine's lifespan is so many decades. The gas tank's lifespan can be a century or more.
比亚迪在很多方面都会成为下一个柯达或诺基亚，所以吉利很有可能再次胜出。想要超越燃油车，电池组必须拥有超长寿命，燃油发动机能用几十年，油箱寿命甚至能超百年。
In Thailand, there have been many cases that EV batteries have failed or deteriorated too soon but the mileage exceeded the battery's warranty terms so very expensive replacement prices occured, making negative news and images of EVs. And yes the current famous bad battery case in Thailand happened with BYD Atto3's blade battery!
泰国出现过多起电动车电池提前失效或衰减的案例，可里程已经超出质保范围，更换费用极高，严重影响了电动车的口碑。而泰国目前最知名的电池故障事件，正是比亚迪Atto3的刀片电池。
Rraid987
Anyway...nothing beats the diesel engine yet!!!
不管怎么说，目前还没有任何技术能打败柴油发动机。
thesoundsmith
Sam. betcha Dollars to Donuts... (If nothing else, they've impacted the potential investor supply...)
山姆，我敢跟你打赌……就算别的不说，它们也已经影响了潜在投资人的资金流向。
CalgarGTX
We will know if they are good batteries when they are in the wild and last their advertised lifespan without catastrophic failures or premature degradation to the point your car BMS refuses to do anything with it and you are left with an expensive paperweight. There has been too much fkin around in the EV world up to that point. See also : GM bolts, Huyndai ionics, etc...
一款电池好不好，只有真正上路、能达到宣传寿命、不出现致命故障或提前衰减到电池管理系统彻底罢工让车变成昂贵废铁，才能算合格。电动车行业这类不靠谱的事太多了，通用雪佛兰Bolt、现代艾尼氪等车型都有过类似问题。
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