暴躁的兔爷
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一个很严重的问题：
特斯拉4680 电池相比 2170 ，单体能量提高了 5 倍，行驶里程提高 16%，续航里程净增加 56%，生产成本下降 54%。马斯克早在 2022 年股东大会上就曾透露，4680 电池预计能在 2022 年年底达到高生产率。
4680装车，上海政府的对赌协议生效。现款的M3/MY价格会不会进一步下探？M3直接干到15W起，MY直接干到20W起！如果真是这样国内的新能源市场将是一片腥风血雨，多少厂商会倒下？
试问，到那个时候，小鹏还挺得住吗？
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