Lei Jun: The cost of photocells is more than 100,000, and the industry s 100 degree battery cells ha

Mondo Digital Updated on 2024-02-05

XiaomiCarsThe pricing of the first model, the SU7, has always been a mystery. Some people think that the price will be more than 200,000 yuan, and some people think that ** is justXiaomiCarsThe actual price of a deliberately manufactured smoke grenade should not exceed 180,000 yuan. At the previous technical conference,Lei JunIn response to speculation about low prices, it was indicatedXiaomiCarsIt will not be sold at a low price. He also mentions lightBatteryThe cost is more than 100,000 yuan, but according to industry dataPower batteryThe purchase price is being significantly reduced. Therefore, some people questionedLei JunMouth of the carBatteryProcurement costsWhether it is too high. This article will examine this issue and provide a review ofPower batteryTwo reasons for the price reduction are explained.

According to different points of view, rightXiaomiCarsThere is a big divergence in the pricing** of the SU7. Some believe it will sell for more than $200,000, while others think it's justXiaomiCarsThe actual price of the smoke bombs released will not exceed 180,000 yuan. Lei JunAt the technical conference, the possibility of lower ** was denied. However, inPower batteryIn terms of cost, his remarks seem to be exaggerated, because judging by the information from all sides,Power batteryThe purchase price is being significantly reduced.

AlthoughXiaomiCarsOther costs are not discussed for the time being, but justPower batteryIn terms of cost,Lei JunThe argument is questionable. According to data in the industry,Power batteryThe purchase price of is declining rapidly. BYDof phosphoric acidLithium iron battery, the price of one kilowatt-hour of electricity has dropped to 360 yuan, which is equivalent to 100 kilowatt-hoursBatteryThe ** has been reduced to 360,000 yuan. Even if it's high-endPower battery, such as 18650 ternary lithiumBattery, 100 degreesBatteryIt is only about 50,000 yuan, and there is a tendency to further decrease. In addition, zero runCarsThe purchase price of lithium iron cells has dropped to 0$4 Wh, which is expected to be further reduced in the middle of the year. Therefore,Power batteryThe reduction of the purchase price has become a trend, withLei JunSaid:Procurement costsMore than 100,000 yuan is far away.

First of all, the cost reduction isPower batteryOne of the main reasons for the price reduction. BatterylevelLithium carbonateThe ** has fallen below 100,000 yuan, andLithium carbonateIt is manufacturingNew energyLithiumBatteryOne of the important raw materials, accounting for about the entireBattery40%-50% of the cost. It is expected that in the next few years, domesticBatterylevelLithium carbonate**Will remain low, which means there is still room to fall in terms of costs.

Secondly,Market competitionAlso pushedPower batteryprice reduction. For nowPower batteryProduction capacity has significantly exceeded demand, and it is expected that by 2025, China will need itPower batteryThe production capacity is about 1000-1200GWh, and the industry capacity planning has reached 4800GWh, more than 3 times the demand. In the event of an oversupply,Power batteryManufacturers are under pressure to sell, and the price has declined accordingly.

In summary,Power batteryofProcurement costsis decreasing dramatically,Lei JunSaidXiaomiCarsofPower batteryProcurement costsMore than 100,000 yuan is obviously an exaggeration. Due toPower batteryOvercapacity and cost reductionMarket competitionExacerbated,Power batteryThe ** is declining. Therefore,XiaomiThe final pricing of the SU7 may surprise us.

Power batteryofProcurement costsIt has always been one of the focuses of attention. XiaomiCarsFounderLei Junhas said,XiaomiCarsofPower batteryProcurement costsmore than 100,000 yuan, but on the contrary, industry data showsPower batteryThe purchase price is being significantly reduced. This indicatesLei JunThe statement is an exaggeration. Power batteryThe reason for the price reduction can be attributed to the cost reduction andMarket competitionBatterylevelLithium carbonateThe ** drop as wellPower batteryOvercapacity is all rightPower battery's price reductions played a driving role. Therefore,XiaomiCarsofPower batteryProcurement costsIt should be within a reasonable range, and the final pricing will be a pleasant surprise.

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