中国比亚迪的台风是政府补贴政策 (800亿), 特斯拉的台风是市场炒作。 暴力捆绑数千个松下生产小锂电池的特斯拉真是一头猪, 但是打扮的实在漂亮, 捆绑的最大问题是危险, 锂电池也相当危险。 好在特斯拉的用户自己多半不开车, 遇到车祸而爆炸燃烧的机会不是很多。 所以别以为赌博胆大的猪一定能飞, 你也要揣摩“市场”心理, 找到用户最柔软的弱点,然后加以利用。 重载猎鹰, 特斯拉, 超级环, 每一个穴位都是准确的痛点。
If CATL made itself into an emerging battery giant on the strength of
Chinese policy, Zeng already appears worried about securing a future
without that help. In April, he sent an internal email meant to motivate
his employees. The title of his letter posed a question: “When the
typhoon comes, can pigs really fly?”
Zeng proceeded to use an
allegory to caution workers against complacency. “Is the pig really
flying? What happened to the pig after the typhoon is gone?” he wrote,
according to the company’s WeChat account. The pig is the company, the
strong winds are government subsidies, and the danger is that favorable
policies won’t always be there to provide uplift.