Detailed explanation of 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 the current national policy, new energy vehicles based on pure electric vehicles will completely replace fuel vehicles in the future. However, to make the era of new energy vehicles come in full swing, 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 From 2020 to 2021, the subsidy for new energy vehicles will be withdrawn, and at the same time, new energy vehicles will form a scale effect. The price of subsidized A-class vehicles with a cruising range of 300km may drop to about 80,000 yuan. By 2020, the power lithium-ion battery system will strive to achieve an energy density of 260Wh/kg and a cost of less than 1 yuan/Wh. Now there are only more than ten days left in 2020. Has the electric vehicle lithium battery industry achieved this goal? 1. At present, the price of lithium iron phosphate system can be as low as 0.8 yuan/Wh under the premise that the energy density is about 140Wh/kg; passenger cars are equipped with more mainstream ternary lithium batteries, and the price range is 0.8-1.2 Yuan/Wh; 2. This year's battery price declines faster than the cost decline. The former dropped by about 20% this year, and the latter dropped by about 8-10%; 3. Domestic lithium battery manufacturers' selling prices and costs are in line with the Ningde era, but Ningde Time’s battery costs are higher than those of Japanese and Korean companies such as Panasonic and LG Chem. For electric vehicle lithium battery manufacturers, cruel market competition has accelerated the decline in battery prices. This has advantages and disadvantages for the industry. The positive side is that the decline in lithium battery prices is conducive to lowering the price of vehicles and is more acceptable to consumers. The rise in the market share of electric vehicles and electric vehicles will directly feed the upstream power lithium-ion battery category; the disadvantage is that the profit margin of lithium battery manufacturers is compressed, and the company’s investment in technology research and development may be reduced, which is not conducive to the company’s long-term development . For lithium battery manufacturers, the balance between cost and price is related to the survival of the company; but if another potential risk is not resolved, the survival problem becomes even 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 systems can be as low as about 0.8 yuan/Wh under the premise that the energy density is about 140Wh/kg; passenger cars are equipped with more mainstream Ternary lithium battery, the price range is 0.8-1.2 yuan/Wh. However, the price decline rate is much faster than the cost decline rate. According to feedback, the battery cost decline this year is only between 8-10%. This means that the industry as a whole is lowering prices on the premise of sacrificing profits, and the industry's gross profit margin has been reduced from 40% before to about 20% today. The cost of power lithium batteries is not only related to objective factors such as battery technology route, equipment/process level, and material system price fluctuations, but also closely related to the cooperation relationship that is strongly bound due to factors such as accounts receivable and company development. For domestic lithium battery manufacturers, when the industry is far from mature today, only through effective means to achieve scale reductions can they gain competitive advantages and survival opportunities in the next market scramble, and thus have the last laugh. . Disclaimer: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete. Previous post: What are the important consistency characteristic parameters of lithium-power lithium-ion battery cells during their life cycle?