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电动车成本会有一定的下降

2023-02-22

  2 月 20 日消息,乘联会秘书长崔东树今日在其微信公众号发布了 2023 年 1 月新能源锂电池市场变化分析

  分析指出,近两年新能源汽车和储能行业高度景气,对电池的需求急速增长,新能源车用电池的装车占比下降。

  随着俄乌冲突加剧和新能源储能占比日益提高,储能需求暴增。由于镍、钴的价格高涨,形成三元锂电池与磷酸铁锂电池的差异化增长。磷酸铁锂电池达到总量 66%,成为近期的增长热点。

  此外,随着疫情过后的需求走弱,美联储加息的到位,预计电动车的成本会有一定的下降

崔东树分析电动车成本会有一定的下降

  崔东树表示,电池企业的竞争格局形成宁德时代和比亚迪两者相对较强的特征,目前宁德时代与比亚迪的差距在不断缩小之中。比亚迪的占比从 2020 年的 15% 上升到 34%,上升了 20 个百分点;而宁德时代的占比下降了大概 6 个百分点,其他电池企业的占比也出现了明显的下降的态势。

  IT之家此前报道,据乘联会初步统计,1 月 1-31 日,乘用车市场零售 124.1 万辆,同比去年下降 41%,较上月下降 43%;全国乘用车厂商批发 134.1 万辆,同比去年下降 38%,较上月下降 40%。

  乘联会称新能源销量的增长达到了一个瓶颈阶段,在 2023 年新能源政策退市后,销量增长会是一个严峻的问题。新能源车型前期涨价过多,订单较少,再叠加特斯拉等头部企业降价,造成了消费者的观望情绪,环比下降较大。


On February 20, it was reported that Cui Dongshu, Secretary General of the Passenger Transport Association, released an analysis of changes in the new energy lithium battery market in January 2023 on his WeChat official account today.
The analysis points out that the new energy vehicle and energy storage industry has been highly prosperous in the past two years, the demand for batteries has increased rapidly, and the proportion of new energy vehicle batteries loaded has declined.
With the intensification of the Russian-Uzbekistan conflict and the increasing share of new energy storage, the demand for energy storage has soared. Due to the high price of nickel and cobalt, the differentiated growth of lithium ternary battery and lithium iron phosphate battery has been formed. Lithium iron phosphate batteries have reached 66% of the total, becoming a hot spot of recent growth.
In addition, with the weakening of demand after the epidemic and the Federal Reserve raising interest rates in place, it is expected that the cost of electric vehicles will decline to a certain extent.
Cui Dongshu analyzed that the cost of electric vehicles would decline to a certain extent
Cui Dongshu said that the competition pattern of battery enterprises formed the relatively strong characteristics of Ningde era and BYD, and the gap between Ningde era and BYD is currently narrowing. The share of BYD increased from 15% in 2020 to 34%, up 20 percentage points; The share of Ningde era has decreased by about 6 percentage points, and the share of other battery enterprises has also decreased significantly.
IT Home previously reported that, according to the preliminary statistics of the Passenger Car Federation, 1.241 million passenger cars were retailed on January 1-31, down 41% year-on-year and 43% year-on-year; Domestic passenger car manufacturers wholesale 1.341 million vehicles, down 38% year-on-year and 40% year-on-year.
The passenger transport association said that the growth of new energy sales reached a bottleneck stage. After the new energy policy was delisted in 2023, the sales growth would be a serious problem. The price of new energy vehicles increased too much in the early stage, and orders were few, and the price reduction of leading enterprises such as Tesla was superimposed, resulting in the wait-and-see mood of consumers, with a large month-on-month decline.