A dramatic scene has occurred in the lithium battery industry. The price, which has fallen over the past decade, has actually gone up for the first time.
It is reported that the relevant agencies started monitoring the price of automotive lithium batteries in 2012, and found that for the first time in 2021, the price stopped falling but increased instead.
On the 14th of this month, the battery industry chain sent a notice to automakers to raise the price of batteries by 2%.
The reason for the decline in previous years was the substantial increase in the production of lithium batteries, but now the price has rebounded, one of the reasons is the explosive demand for more than 4.1 million new energy vehicles, and the second is the soaring prices of important raw materials, lithium, cobalt and nickel.
It is understood that the price per tonne of cobalt is currently US $ 69,000, an increase of 119% year-on-year, and that of lithium is US $ 30 per kilogram, an increase of 410% year-on-year. .
According to financial media estimates, the price of lithium-ion battery packs next year will increase by 2.3% from this year, reaching $ 135 per kilowatt hour. In today's pure electric vehicles, the cost of the battery is about 40% of the cost of the vehicle.
Considering these factors, coupled with the MCU chip shortage and the premium, the overall price of new energy vehicles next year will not be very attractive.
