return to bolang life

Chapter 495 Bo Lang: What can be seen by us 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, not a car.

The battery, one of the three key technologies, has many technical problems.

Of course, in fact, companies that develop electric vehicles at this time node, the relevant battery technology is not mature.

The famous "King of Ning" in the later Ningde era can be said to be a "small workshop" at this time.

There is no market value of trillions, and no attention from public opinion.

There is no capital attention.

For now, CATL has only one unexpected strategic shareholder, Guo Bolang, who has provided it with massive funds and some technical support.

It has greatly accelerated the development of Ningde era.

This risk analysis on Tesla's automotive battery technology is the raw material provided by Ningde Times, which is also the most important project of Ningde Times.

Solve the technical difficulties of batteries that Tesla cars have not solved!
This is also the reason why Bolang Group has been preparing for the establishment of this year's automobile business since the beginning of the year. Even the factory has begun to debug the production line equipment, and the reason why the business is still in the preparatory stage.

Of course, this does not mean that Bolang Group has done nothing.

After calmly pointing out that Tesla currently has many problems, Bo Langfang wrote another article showing some leading technologies.

"At present, there are many mature battery solutions in the electric vehicle industry, and there are also many solutions for the composition of battery raw materials, specifically as follows:...

On the battery solution, we have explored some new composition formations to reduce risks, such as the hexagonal composition...

In terms of battery raw material solutions, lithium manganese iron 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, but the cycle Better frequency, higher safety, lower cost...

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 degree of complexity. Only considering the battery field, in addition to lithium as the main material, there are also development directions for the main substrates such as sodium and graphite..."

"..."

Tesla: "..."

Global Netizens: "..."

Isn't there something wrong with the script of riding a horse?

Isn't the current focus of your Bolang International Investment Bank industry concept research?How do you know so much about the underlying technical support of power batteries?
It's amazing to be backed by Bolang Group?

Well, it's kind of a big deal indeed!

A company that has never been informed of the development of electric vehicles actually showed the development direction of power battery technology to Tesla, the world's best electric vehicle development company, pointed out its shortcomings, and gave some solutions.

Netizens can't accept this, let alone Tesla.

As a result, Tesla began to continuously demonstrate technology, while Bolang was merciless at the slightest bit, accumulating the underlying technology, and abused Tesla to the point of incompleteness.

This technical debate has not stopped since it started on the 25th.

At the beginning, it was just a competition at the battery level, and then it developed to more underlying technologies.

For example, the extension direction of the structural design scheme of the power recovery system and the reference for exploring feasible schemes.

This can only be regarded as a sub-project branch.

It can also be regarded as one of the more brilliant aspects of Tesla.

It’s just that some of the current schemes and even the design assumptions are a little anti-habitual, and they need to be completed based on a single-pedal mode. It’s not that the brake and the accelerator are really integrated, but the design allows the driver to recover kinetic energy when lifting the accelerator pedal.

In this regard, Bolangfang did not put forward any outstanding ideas, but only provided some references, indicating that Bolangfang has researched and explored.

Another example is the technical difficulties of automatic assisted driving and the consideration of the realization direction, which includes but is not limited to a series of technologies such as laser radar.

Without being too leading, it went directly to the field of motors.

This is Tesla's initiative to turn. If you talk about batteries, no one will buy the Model S, let alone the SUV Model X that has been launched but has not yet started mass production.

At the beginning, Tesla quickly demonstrated its technical integration capability and technical optimization level in the field of electric motors, fully reflecting its strength as the first electric vehicle.

Then Bolang began to benchmark one by one, and provided a new solution on key technical nodes, as usual, there is also a feasibility exploration of the drive system.

So Tesla wanted to turn to electronic control again.

This time someone started to fight, saying don't get on top.

But it didn't hold.

Electric control...Tesla's electronic control is really good. Before that, Daimler was impressed by the electronic control system. Daimler also became a strategic shareholder of Tesla for the one that built Mercedes-Benz.

However, from an objective point of view, the supporters believe that Bolang, which started with software technology and built a Stars system that can compete with Linux and Windows, should have an advantage in electronic control.

Because from the bottom control system to the upper software ecology, Bolang can customize excellent solutions at any time in every link.

Sure enough, in the field of electronic control, Tesla really felt the incompleteness of what it means to be a horse, and Bolang Group even has a new AI chip solution.

At this time, Jim Keller, who may not yet have the title of "Silicon Fairy", jumped from Apple to AMD last year. He is in charge of 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 for Elon to say that. 'The strongest surface'.

There is no doubt that this is abused from the underlying hardware support.

Bolang Group does not have a silicon fairy like Jim who can repeatedly jump between AMD, Apple, Intel, Tesla and other companies and perform well.

However, Bolang has invested a lot in the field of mobile chips. Now the IC design and exploration laboratory is almost full of doctoral students, and it is difficult for ordinary master students to enter.

Note that you are a student, and you are still studying for a master’s degree. It doesn’t mean that even master graduates will not be admitted.

Although the laboratory relies on Huagong, the source of students is open to the whole country. In addition to recruiting students, they can also be seconded, and there are many operations.

After all, when it comes to the postgraduate stage, you usually follow the boss, and you don't necessarily have to stay in the school all the time.

In short, this technical confrontation lasted for a week, making netizens look stupid.

"Didn't you say that Tesla is the next Apple? Apple has a lot of core technologies in the field of mobile phones. Its system and chip design are all second to none in the world. It is considered to be surpassed by Xinghai for a short time. Why is Tesla so pulled?" what?"

"Isn't it rumored that Tesla is very technical? Doesn't it have an advantage in the three-core battery, motor, and electronic control of electric vehicles?"

"The key is that Bolang Group does not have a car business yet, and it has already come so far. It must be the wrong script!"

"This is not the key point. The key point is that Tesla's stock price will not be saved in a short period of time. Forget it, I'll open a short position."

"In fact, sometimes it is really difficult to find specific answers to some questions. For example, what did Tesla do in the past ten years? !"

"It has to be a New York Stock Exchange trader! Tesla's stock price fell to $80 before the end of four trading days. The vision is really strong. 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 on the 28th Eastern Time, Tesla's stock price fell from the closing price of $22 on the 122nd to $80.

At the same time, Tesla has become the number one short target on Wall Street with a short position of up to 180 billion US dollars!
On the contrary, no matter now or in the future, Tesla and Apple basically take turns to become the number one short-selling target on Wall Street.

There are nearly $200 billion in short positions at every turn.

But this time, the new energy concept analysis research report initiated by Bolang International Investment Bank has set off a super debate on the technology competition in the field of electric vehicles, and even the discussion on the future development of new energy, which affects not only Tesla.

There are also a series of listed companies related to the industrial chain.

After all, modern society is all about division of labor and cooperation, and no one can handle the entire industrial chain.

Yes, no one!

In the industrial chain, it is almost bleak.

As a result, Bolang International Investment Bank has made huge profits.

…………

At the same time, Bolang International Investment Bank and the international financial community launched the last "mini-discussion" on new energy, electric vehicles, carbon emissions, etc.

Yao: "Tesla's problems are not complicated to solve. We invest resources to complete technical reserves, and carry out active strategic cooperation with related industrial chains and technology suppliers...

Relying on the abundant 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, mainly:

"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 benefited more than 4 million US dollars from shorting Tesla...

The actual status quo of the industry is not so 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 an opinion.

Because of this low-level technical confrontation, Tesla is a bit horrible, and even Elon doesn't know how to speak up.

So in the end, JP Morgan took the lead in giving a stock rating assessment. Although it is not a "sell" rating, it is also a "moderate reduction" that is more serious than waiting and watching.

If nothing else, institutions such as UBS and Goldman Sachs will also express their views.

It is an opposition to Bolang International Investment Bank, and normal business still needs to be done.

Other attitudes are:
"BL-IIB is suspected of deliberately guiding the direction of public opinion, aiming to promote the achievements of its parent company Bolang Group in the underlying technology... The development of technology has never had only one direction."

"Although BL-IIB is heavily suspected of being selfish, and it has a sales pitch, it is undeniable that Tesla's current situation is not good. This has been shown by everyone's buying and selling of stocks. Yao's point of view is Partly pertinent, Tesla needs a deeper strategic deployment, and going to the Asia-Pacific to build a super factory may not be a good choice.”

"..."

Most of the views have a part that attacks Bolang International Investment Bank.

Because... jealousy.

Public sources know that Bolang International Investment Bank has been very successful in shorting Tesla.

And those financial giants on Wall Street are more aware that Bolang International Investment Bank shorted the entire related industry chain, and even traditional car companies were naturally affected, so they were successfully shorted.

According to complete statistics, Bolang International Investment Bank made a profit of up to 15 billion U.S. dollars through ultra-high investment during these four trading days!
This made people like Lloyd and Jamie very helpless.

No wonder, this Bolang International Investment Bank is too comfortable in the financial market.

With the collision of opinions, at around 29:24 am on Friday the [-]th, China time, and around [-]:[-] pm on the [-]th, Eastern Time, Yao’s post on social networks ended the discussion almost instantly.

Yao: "No matter what, what we can see is the future, so our group's judgment on the development of the electric vehicle industry is the future."

It also showed Wall Street the flair of Bolang International Investment Bank.

That's right!

'What we can see is the future. '

Wall Street was quiet.

The keyboard financial elite is also 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 for the past two weeks, and the next step is almost the normal work stage, and the stage is about to be handed over to you."

"Come on."

Everyone shouted enthusiastically, "Thank you Mr. Wen."
-
(End of this chapter)