世界电池龙头是如何炼成的？
”
在2017年，创立仅六年的宁德时代从世界第三大电池制造商一举跃升头名。公司市值不断攀升。未来，世界听闻宁德时代消息的频率会大大增加。其原因也正是它获得高估值的一个根据：它即将走出中国大陆这个世界最大的电动汽车市场——它贡献了那里锂离子电池销量的一半左右——进军欧洲、印尼，甚至可能还有美国。它的盈利能力远超全球同行，技术水平也已经至少不输它们，这使它有能力在竞争中胜过对手，并为全球清洁能源革命做出可观的贡献。
《经济学人·商论》2021-07029
《中国“梦之子”悄然领跑电池竞赛》
（China’s “dreamchild” is stealthily winning the battery race）
熊彼特
中国“梦之子”悄然领跑电池竞赛
难关在后头：地缘政治
中国积极推进将动力电池打造成战略产业，曾毓群看到了其中的潜力，在2011年牵头将该业务从ATL剥离出来，切断了与日本母公司的联系。宁德时代在2018年上市时，政府也有一小部分直接和间接持股。更重要的是，政府是它的后盾。多年来，中国用补贴支持国产的电动汽车和大巴用电池，令LG化学和三星SDI等韩国竞争对手举步维艰。作为中国两家顶级动力电池制造商之一，宁德时代受益最大。另一家公司比亚迪既生产电池也生产汽车，所以许多在中国的竞争车企——包括特斯拉和宝马等外国车厂——对它绕行，转而向曾毓群采购电池。
扫码下载商论APP
订阅获取全文
订阅《经济学人·商论》
与全球百万精英同步阅读
【精读课07】宁德时代与中国的电池竞赛
订阅后解锁课堂全文
IN AMERICA, IF you want to dominate an industry, you channel your inner Elon Musk and shout about it. But CATL, the Chinese company that makes batteries for some of Mr Musk’s Tesla electric vehicles (EVs), is different. When your columnist first contacted it in 2017, the brush-off was swift. “We want to concentrate on our products only and do not accept any interviews at present.” These days it is only marginally less blunt. “Unfortunately, we are sorry that it’s hard for us to arrange [interviews] at the moment.” The temptation is to give it a dose of its own medicine and ignore it.
brush-off 漠视、不理睬（to refuse to listen to what someone says, or to refuse to think about something seriously.）
“Channel your inner Elon Musk”是个非常高效的写法，通过西方读者熟知的商界人物性格引出对比。
give it a dose of its own medicine = to treat someone as badly as they have treated you - “以牙还牙”的说法你知道几种？
And yet in 2017 the firm, founded only six years earlier as Contemporary Amperex Technology Ltd, vaulted from being the world’s third-largest battery-maker to its biggest. It has since reached a market value of 1.3trn yuan ($200bn), more than the second, third and fourth producers—South Korea’s LG Chem, Japan’s Panasonic, and China’s BYD—combined. In recent days its rising share price has made its 53-year-old founder, Zeng Yuqun, richer than Jack Ma, a much-better-known Chinese tech baron. Given Mr Ma’s blackballing by the Chinese government, for Mr Zeng to have kept his head down now looks shrewd.
继续对比，这次是和马云，强化了戏剧性。如此低调的科技大亨是否更能引发读者兴趣？
blackballing: to vote against, especially : to exclude from membership by casting a negative vote
The world will hear a lot more about CATL in the future. That is because one of the justifications for its high valuation is that it is about to move beyond the Chinese mainland, the world’s biggest EV market where it accounts for about half of lithium-ion-battery sales, to Europe, Indonesia and possibly even America. Its profitability far exceeds that of its global peers. Its technology has become at least as good as theirs, giving it the clout to outcompete them and contribute meaningfully to a worldwide clean-energy revolution. And yet it is also what Sam Jaffe of Cairn ERA, a battery consultancy, calls the “dreamchild” of China’s government-industrial complex. That makes it a potential flashpoint in the torrid world of technology geopolitics.
很形象的一句话：这令它成为了紧张的科技地缘政治局势中一个潜在的引火点。
点题的“dreamchild”有了出处：“梦之子”代表了什么？前文的一系列形容已经表明了宁德时代的体量。
衍生阅读：关于减少对中国供应商依赖的趋势，推荐阅读：
2021-09-29《日本公司试图减少对中国制造的依赖》
2020-11-26《向内转》
订阅后解锁课堂全文
微信扫码关注该文公众号作者