18650 lithium-ion battery manufacturers briefly discuss the balance between
the cost and selling price of lithium batteries for electric vehicles
18650 lithium-ion battery manufacturers briefly discuss the balance between
the cost and selling price of lithium batteries for electric vehicles. Whether
it is a power 18650 lithium-ion battery manufacturer that has exited or is about
to leave, they are faced with the practical problem of battery cost and selling
price. If they cannot provide competitive prices, elimination will be
inevitable. However, there is still room for decline in both battery sales
prices and battery costs. Although the battery price war situation in the future
is severe, it is not the most cruel.
18650 lithium-ion battery manufacturers briefly discuss the balance between
the cost and selling price of lithium batteries for electric vehicles
The number of new energy vehicles in my country has reached 2 million.
Under the guidance of current national policies, new energy vehicles, mainly
pure electric vehicles, will completely replace fuel vehicles in the future.
However, for the era of new energy vehicles to fully arrive, price is a
threshold. Currently, lithium batteries account for about 40% of the cost of
electric vehicles, which is also the most important reason for the high prices
of electric vehicles. From 2020 to 2021, subsidies for new energy vehicles will
be withdrawn. At the same time, new energy vehicles will form a scale effect.
The price of an A-class car with a cruising range of 300km after subsidies will
likely drop to about 80,000 yuan.
By 2020, the power battery system will strive to achieve an energy density
of 260Wh/kg and reduce the cost to less than 1 yuan/Wh. Now there are only more
than ten days left in 2020. Has the electric vehicle 18650 lithium-ion battery
industry achieved this goal?
1. At present, the lithium iron phosphate system has an energy density of
about 140Wh/kg, and the quotation can be as low as about 0.8 yuan/Wh; passenger
cars are equipped with more mainstream ternary lithium-ion batteries, and the
price range is 0.8- 1.2 yuan/Wh;
2. The price of batteries has dropped faster than the cost this year. The
former has dropped by about 20% this year, while the latter has dropped by about
8-10%;
3. The selling prices and costs of domestic 18650 lithium-ion battery
manufacturers are in line with CATL, but CATL’s battery costs are higher than
those of Japanese and Korean companies such as Panasonic and LG Chem.
For electric vehicle 18650 lithium-ion battery manufacturers, brutal market
competition has accelerated the decline in battery prices, which has both
advantages and disadvantages for the industry. The positive side is that the
decline in 18650 lithium-ion battery prices is conducive to lower vehicle
prices, making it easier for more consumers to accept it. Electric vehicles, the
increase in market share of electric vehicles will directly feed back into the
upstream power battery field;
The disadvantage is that the profit margins of 18650 lithium-ion battery
manufacturers have been compressed, and the scale of funds invested by
enterprises in technology research and development may be reduced, which is not
conducive to the long-term development of enterprises. For 18650 lithium-ion
battery manufacturers, the balance between cost and selling price is related to
the survival of the company; but if another potential risk cannot be dealt with,
the problem of survival becomes more urgent.
The price of power lithium batteries this year has dropped by about 20%
compared to last year. At present, the price of lithium iron phosphate system
can be as low as about 0.8 yuan/Wh under the premise of energy density of about
140Wh/kg; passenger cars are equipped with more mainstream The price range of
ternary lithium-ion batteries is 0.8-1.2 yuan/Wh. However, the price drop is
much faster than the cost drop. According to feedback, the battery cost drop
this year is only between 8-10%. This means that the industry as a whole is
reducing prices at the expense of profits, and the industry's gross profit
margin has dropped from 40% previously to about 20% today.
The cost of power lithium batteries not only involves objective factors
such as battery technology routes, equipment/process levels, and material system
price fluctuations, but is also closely related to cooperative relationships
that are strongly bound by factors such as accounts receivable and corporate
development. For domestic 18650 lithium-ion battery manufacturers, when the
industry is far from mature, only by achieving scale and cost reduction through
effective means can they gain competitive advantages and survival opportunities
in the next market melee, and have the last laugh. .
Summary: With the technological advancement of power lithium batteries and
the release of large-scale capabilities, the price of power batteries will drop
significantly, which will eventually lower the overall selling price of new
energy vehicles such as pure electric vehicles.
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