Panasonic musk rare and key suppliers to litigate capacity can't keep up with? Or have infidelity?

Since April 11, the nikkei released blockbuster news, panasonic would freeze work with tesla's tesla's factory after expansion plans, musk and panasonic and exactly is who last week & other; Pan & throughout; The ZuiZhang.

panasonic is the only supplier of tesla lithium batteries, and because the battery is an important part of the cost in electric cars, tesla and panasonic between public & other; Throughout each spray &; Extremely rare.

bloomberg quoted task Capital of Japan, senior portfolio manager Chris Redl said, panasonic is a 101 - year - old company, for a Japanese companies by the nikkei publicly expressed dissatisfaction with the big customer is extremely rare.

tesla and panasonic's contention is that who is dragging the hind legs. Tesla party think that their demand for batteries more than the supply of panasonic, while panasonic straight chuo tesla pain points, considered the tesla sales below plan, let panasonic can't make money.

most analysis still believe that tesla slowdown is the main reason. Tesla will be released on April 25th morning fiscal 2019 earnings. Market concern, in the first quarter after deliveries fell thirty percent month-on-month, tesla's net profit and cash flow situation.

see Wall Street VIP article 'open to tear! Tesla toxic? Panasonic go first for worship, has pointed out that, as a tesla partners for many years, panasonic for tesla manufacturing business has a deep understanding on the positive and negative news.

panasonic its choice at the moment of tesla's confidence is gradually disintegrated, the interpretation by the market as a tesla in the complete Model 3 on the production and keep the profits of the uncertainty of further increase.

to bloomberg battery consultancy company Cairn ERA Sam Jaffe, an analyst believes that tesla began to look for other ACTS of battery manufacturers in China, not satisfied with the panasonic.

with tesla settled in Shanghai last year, tesla battery or sole cooperation will say goodbye to panasonic. The nikkei on November 21, 2018, reported that musk hint from companies in China will purchase battery, panasonic may occur price competition with other enterprises.

bloomberg reported that in March of this year, tesla is ningde era with battery supplier negotiations, hope to the era of ningde purchasing its rechargeable batteries, for tesla's factory in Shanghai, China to begin assembly of Model 3 powered cars. On March 12, ningde times issued a clarification announcement, did not reach the cooperation intention with tesla, not signed any commercial agreement.

in the backdrop of the policy is good, this situation unexpectedly. In fact, the two companies share prices quickly doubled since three years ago. Corporate earnings, according to data in 2015, environmental protection net income from the fog of god shot up to 1, 20. 69 million. 7. 5 billion. In 2016, god fog environmental revenue up to 31. 2. 5 billion, net profit reached 7. 0. 8 billion.