In 2023, the competition in the auto market will be unprecedentedly fierce, and after the price war of fuel vehicles has kicked off, new energy vehicles have also joined the price reduction tide, and the prices of new energy vehicles and fuel vehicles have been very close, with a budget of 130,000 yuan, you can not only buy fuel SUVs such as Haval H6, but also plug-in hybrid SUVs such as Song Pro DM-i. 200,000 can buy the joint venture B-class car Passat, and you can also buy the top-notch pure electric B-class car Zeekrypton 007, the current car market is really good for consumers.
2024 has only begun, the new energy market has been opened, and recently there is good news that power batteries may usher in price reductions. Recently, CATL launched a lithium iron phosphate battery product with 173Ah VDA specifications, which has a 2.2C rate fast charging capacity, and most importantly, the price per watt-hour battery cell is controlled within 0.4 yuan.
In addition, BYD is also rumored to be vigorously reducing the cost of power batteries, and it is likely that there will be a battery of 0.3 yuan per watt-hour this year, which is more than half cheaper than last year, which also means that the purchase cost of a 100-kilowatt-hour power battery in the future is only about 30,000, and the cost of the battery pack may only be about 40,000 if the system cost is included. According to the data of the models currently on sale,
The price of the model equipped with a 100-degree battery is basically not less than 200,000 yuan, combined with the conclusion that "the battery cost accounts for about 4% of the cost of pure electric vehicles", the battery cost is about 80,000 yuan, in contrast, the cost of this "low-cost battery pack" is directly reduced by half.
那么，为啥高高在上的动力电池突然迎来了降价？首先就是动力电池供过于求，数据显示，去年前8月，动力电池产量达419.7GWh，装车量为219.2GWh，意味着产能明显过剩，目前动力电池供应商这处于深度去库存状态，再加上电池成本太高，一些有自研能力的车企开始自研电池，无异于雪上加霜。 In addition, the decline in the cost of battery raw materials is also a key influencing factor
For lithium carbonate, a key battery raw material, the price has dropped sharply from 600,000 yuan/ton to more than 90,000 yuan/ton, which is also an important reason why CATL can launch new ultra-low-cost lithium iron phosphate batteries.
At present, this year's power battery price reduction is a high probability event, and the cost of new energy vehicles will naturally decline, but it does not mean that the price will be lowered. After all, the power battery is only a part of the cost of the tram;Secondly, public information shows that Wei Xiaoli is still increasing revenue but not increasing profits;in addition, blind price reduction is indeed not conducive to establishing a brand image;finally, the most important thing is that many car companies are now digesting inventory, and the old models do not use low-cost batteries, and they now have a large decline, such as the price has always been strong Weilai, and now also gives 2~30,000 discounts.
However, now the competition in the car market is too fierce, and the cost of the battery is the bulk of the cost of the whole vehicle, and the price of the new car is indeed likely to be lowered, at least, at least the reduction of the cost of the battery has left room for price reduction. Another trend is that even if the price is not reduced, car companies may use the cost savings to improve the configuration, and the threshold for having 8295 chips, 800V fast charging, and high-end assisted driving models may be further lowered in the future.
So can you buy a car this year? Some industry insiders analyzed that low-cost batteries are not sustainable, even lower than the cost, and now the new pattern of the car market has not yet been formed, the competition will be more intense, and the price war will continue.
In the future, with the continuous expansion of technological progress and scale, more new technologies will be put on the car one after another, the most important thing is that the cost of each link will gradually decrease, and the distance from oil and electricity parity will be closer and closer.