If you want to buy a car, wait! 100-degree batteries only need 40,000 yuan! The price reduction tide of new energy vehicles is coming
Since the fourth quarter of 2023, the saying that "the price of battery cells ushered in the era of 0.3 yuan/Wh" has spread far and wide, and has become a hot topic on the Internet, judging from the relevant price data, at the end of January 2024, the prices of iron-lithium power and iron-lithium energy storage cells fell to 0.38 yuan/Wh and 0.43 yuan/Wh respectively, and the price of ternary batteries fell to 0.48 yuan/Wh. It seems that the price of lithium iron phosphate batteries has been lower than 0.4 yuan/Wh, and the price of ternary lithium batteries has been lower than 0.5 yuan/Wh.
However, the price reduction of power batteries is not over, within this year, the price of power batteries is expected to be reduced to 0.3 yuan / wh, even if the whole package, the price of 100 degree battery packs, but only 40,000 yuan. Two years ago, the price of a 100-degree battery pack was more than 200,000 yuan.
The chain reaction of the price reduction of battery packs, first of all, is the price reduction of new energy vehicles. After the Spring Festival, BYD took the lead in firing the "first shot" of the new energy vehicle price war in the Year of the Dragon, and shouted the slogan of "electricity is lower than oil". Subsequently, Changan Qiyuan, Nezha Automobile, SAIC-GM-Wuling's new energy brands have followed up with price cuts, BYD's two plug-in hybrid models Qin PLUS Glory Edition and Destroyer 05 Glory Edition have been reduced to 79,800 yuan, Wuling Starlight 150km advanced plug-in hybrid sedan has been reduced to 99,800 yuan, and Changan Qiyuan A05 has been reduced to 78,900 yuan. Geely Emgrand L Hi · P also launched two new models of the Longteng version, with guide prices of 89,800 yuan and 99,800 yuan respectively.
This wave of price reduction is not over, at present, it is still dominated by plug-in hybrid models, in the future, pure electric models will inevitably follow the price reduction, in the case of full competition in the domestic automobile market, the cost is reduced, that will inevitably mean the price is reduced, because car companies are in the involution, price reduction is inevitable.
At the end of 2023, the price of nickel, which is used as a battery material for pure electric vehicles (EVs), will drop by 50% compared with the end of 2022, and the price of lithium will drop by 80%. At the end of December 2023, the price of lithium carbonate remained at 97,000 yuan/ton, which is far from the high level of 600,000 yuan per ton in 2022.
In addition to the price reduction of raw materials, the overcapacity of power batteries is particularly obvious, in the past few years, the rapid development of the new energy vehicle industry, upstream battery suppliers are earning a lot of money, so they have launched power battery manufacturing, improve production capacity, and recently, the development of new energy vehicles has slowed down, power battery production capacity is overcapacity. According to the data of the China Automotive Power Battery Industry Innovation Alliance, in the first half of 2023, the cumulative installed capacity of power batteries in mainland China will be 152.1GWh, a year-on-year increase of 38.1%. However, in the same period, the cumulative output of power batteries in mainland China was about 293.6GWh, that is to say, the output of power batteries in the same period was close to twice the installed volume, and the output was much higher than the market demand.
So what should we pay attention to when reducing the price of new energy vehicles for ordinary people? My suggestion is that if you don't just need it, you are not in a hurry to use the car, and wait, in the current situation, several cars that have been reduced in price, it is difficult to rise back in price, even if there is no model you like behind, go back and choose these plug-in hybrid models that have been reduced in price, their prices will not rise back, and the new energy vehicles of other car companies will most likely keep up with this wave of price reductions, so if you wait, there will be more choices.
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#07c160;--weui-BLUE: #10aeff;--weui-INDIGO: #1485ee;--weui-PURPLE: #6467f0;--weui-WHITE: #fff;--weui-LINK: #576b95;--weui-TEXTGREEN: #06ae56;--weui-FG: #000;--weui-BG: #fff;--weui-TAG-TEXT-RED: rgba(250, 81, 81, .6);--weui-TAG-BACKGROUND-RED: rgba(250, 81, .1);-- weui-TAG-TEXT-ORANGE: #fa9d3b;--weui-TAG-BACKGROUND-ORANGE: rgba(250, 157, 59, .1);--weui-TAG-TEXT-GREEN: #06ae56;--weui-TAG-BACKGROUND-GREEN: rgba(6, 174, 86, .1);--weui-TAG-TEXT-BLUE: #10aeff;--weui-TAG-BACKGROUND-BLUE: rgba(16, 174, 255, .1);--weui-TAG-TEXT-BLACK: rgba(0, 0, 0, .5);--weui-TAG-BACKGROUND-BLACK: rgba(0, 0, 0, .05)}body,.wx-root{--weui-BG-0: #ededed;--weui-BG-1: #f7f7f7;--weui-BG-2: #fff;--weui-BG-3: #f7f7f7;--weui-BG-4: #4c4c4c;--weui-BG-5: #fff;--weui-FG-0: rgba(0, 0, 0, .. 9);--weui-FG-HALF: rgba(0, 0, 0, .9);--weui-FG-1: rgba(0, 0, 0, .55);--weui-FG-2: rgba(0, 0, 0, .3);--weui-FG-3: rgba(0, 0, 0, .1);--weui-FG-4: rgba(0, 0, 0, .15);--weui-FG-5: rgba(0, 0, 0, .05);--weui-RED: #fa5151;--weui-ORANGERED: 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#373737}}@media(prefers-color-scheme:dark){.wx-root:not([data-weui-theme=light]),body:not([data-weui-theme=light]){--weui-BG-6: rgba(255, 255, 255, .1);--weui-ACTIVE-MASK: rgba(255, 255, 255, .1)}}@media(prefers-color-scheme:dark){.wx-root:not([data-weui-theme=light]),body:not([data-weui-theme=light]){--weui-REDORANGE: #ff6146;--weui-BG-0: #111;--weui-BG-1: #1e1e1e;--weui-BG-2: #191919;--weui-BG-3: #202020;--weui-BG-4: #404040;--weui-BG-5: #2c2c2c;--weui-FG-0: rgba(255, 255, 255, .8);--weui-FG-HALF: rgba(255, 255, 255, .6);--weui-FG-1: rgba(255, 255, 255, .5);--weui-FG-2: rgba(255, 255, 255, .3);--weui-FG-3: rgba(255, 255, 255, .1);--weui-FG-4: rgba(255, 255, 255, .15);--weui-FG-5: rgba(255, 255, 255, .1);--weui-RED: #fa5151;--weui-ORANGERED: #ff6146;--weui-ORANGE: #c87d2f;--weui-YELLOW: #cc9c00;--weui-GREEN: #74a800;--weui-LIGHTGREEN: #3eb575;--weui-FIRE: #07c160;--weui-BLUE: #10aeff;--weui-INDIGO: #1196ff;--weui-PURPLE: #8183ff;--weui-WHITE: rgba(255, 255, 255, .8);--weui-LINK: 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