On February 8, according to the Financial Associated Press, Shanghai Steel Federation released the latest data showing that the price of some raw materials for the production of lithium batteries for electric vehicles continued to soar. Lithium carbonate rose by 14,000 yuan per ton today, the latest quotation of 380,000 yuan / ton; lithium hydroxide rose by 10,500 to 11,500 yuan per ton, and the cathode material lithium iron phosphate rose by 7,500 yuan per ton.
Combined with the data of the business agency, battery-grade lithium hydroxide was quoted at 310,000 yuan / ton on February 7, and will exceed 320,000 yuan / ton after rising today. Lithium iron phosphate is quoted at 140,000 yuan / ton today, and the price has continued to rise steadily recently, and the supply is seriously insufficient.
In the past two years, the price of lithium battery raw materials is really crazy, according to CCTV Finance and Economics in the past report, lithium carbonate raw materials in January last year's quotation of about 50,000 yuan / ton, in January this year for the first time exceeded 300,000 yuan / ton, and now it is soaring to 380,000 yuan / ton. In just one year, the price has increased by nearly 8 times, almost one price per day, which is crazy.
Last year, major car companies around the world were rapidly transforming electric vehicles, resulting in a serious shortage of lithium batteries and soaring prices of various raw materials. This year, the development of the electric vehicle market will accelerate, BMW, Mercedes-Benz, Lexus and other car companies will also accelerate the process of electrification, the launch of more electric models. This will inevitably make the supply of lithium batteries more tight, and the price of raw materials will also rise.
The inevitable result of the increase in the price of raw materials for lithium batteries is the increase in the price of electric vehicles. It is understood that when the price of lithium batteries is stable, the cost of car batteries accounts for about 40% of the total vehicle cost. Equivalent to an electric vehicle priced at 200,000 yuan, the cost of lithium batteries is 80,000 yuan. Nowadays, the price of lithium battery raw materials has doubled several times, and the cost of batteries will certainly rise significantly, originally as long as 200,000 yuan of cars, and now the price is estimated to rise to 250,000 or even higher.
Recently, Tesla Motors has raised prices many times, and the official website of the Model Y standard endurance version is priced at 301,840 yuan, which is more than 20,000 yuan more expensive than the 276,000 yuan when it was just launched. The prices of other models have also been raised to varying degrees, and with the 30% decline in the state subsidy for energy vehicles in the New Year in 2022, the cost of buying a car for consumers is higher.
New energy vehicles are bound to be the mainstream of the future, but the rapid transformation of car companies has led to a serious lack of pace in all aspects of supply. Lithium batteries, chips, etc. are out of stock, price increases, charging stations, charging piles and other infrastructure can not meet the needs of car owners. Although electric vehicles are quite fragrant, but there is really no need to rush to buy, and after the market stabilizes, it may usher in a more affordable price.