在2025年11 月 6 日特斯拉投資者日上，有投資者聚焦特斯拉干法電極的進(jìn)展情況提問。馬斯克坦言干法陰極（正極）量產(chǎn)仍存在較多需要解決的問題，但認(rèn)為該路線最終會(huì)成功。目前特斯拉已新建多條電池生產(chǎn)線，計(jì)劃啟動(dòng)更大規(guī)模量產(chǎn)線。
以下是采訪原文：
Q:You also talked about the battery being a product, I saw the dry cathode method and so forth, and I wanted to know the progress in that,and also would obviously be working on that in the future? Production line?
提問者：你也提到電池本身就是一款產(chǎn)品，我了解到干法陰極(干法正極)等技術(shù)，我想知道這方面的進(jìn)展，以及未來是否還會(huì)繼續(xù)推進(jìn)這項(xiàng)技術(shù)？生產(chǎn)線的情況？
Elon Musk: Yeah, I guess the dry cathode, that''s turned out to be a lot harder than we thought. So,I mean it ,It does look like it''s gonna be successful,and it will have some cost advantage, relative to wet cathode. Um,but if I had to wind the clock back, I would probably have gone with wet cathode instead of dry cathode.
埃隆·馬斯克：對，我想干法陰極的實(shí)際難度比我們預(yù)想的要大得多。不過，這項(xiàng)技術(shù)最終應(yīng)該會(huì)成功，而且它會(huì)有一定的成本優(yōu)勢相較于濕法陰極。但如果能重來一次，我可能會(huì)選擇濕法陰極而非干法陰極。
Elon Musk: Cos it just turned out to be a lot harder to make it uh,you know ,high volume,capable of high volume production. With super high reliability.
埃隆·馬斯克：因?yàn)橐獙?shí)現(xiàn)它的難度遠(yuǎn)比預(yù)想大得多，你知道，高產(chǎn)量，具備規(guī)模化量產(chǎn)。同時(shí)保證超高可靠性。
Elon Musk: Um,so yeah. But we will be scaling up battery cell production at Tesla.,and looking for cell production from our suppliers as well. Because we''re gonna be ramping up production very dramatically at Tesla.
埃隆·馬斯克：所以，對。不過，我們特斯拉后續(xù)會(huì)擴(kuò)大電池電芯的生產(chǎn)，同時(shí)也會(huì)尋求我們的供應(yīng)商提供電芯生產(chǎn)。因?yàn)槲覀兲厮估瓕?huì)大幅提升生產(chǎn)。
干法電極技術(shù)作為特斯拉電池技術(shù)的一大亮點(diǎn)，一直被行業(yè)所關(guān)注，干法電極技術(shù)沒有NMP溶劑，能提高能量密度，降低能耗，減少設(shè)備投入成本等。但一項(xiàng)新技術(shù)從研發(fā)到量產(chǎn)面臨較多需要解決的現(xiàn)實(shí)問題。如正極材料適應(yīng)性問題、干法工藝問題、生產(chǎn)設(shè)備問題，PTFE粘結(jié)劑問題等。干法正極的技術(shù)突破，并非單一企業(yè)能獨(dú)立完成的難題，需要全球鋰電行業(yè)從業(yè)者共同攻關(guān)，打破技術(shù)瓶頸。中國作為全球鋰電產(chǎn)業(yè)的龍頭，具有最完善的產(chǎn)業(yè)鏈及最大出貨量，干法電極技術(shù)給中國鋰電企業(yè)帶來了機(jī)遇與挑戰(zhàn)。
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