18650 lithium-ion battery

　　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 From 2020 to 2021, subsidies for new energy vehicles will be withdrawn.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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