The first model of the Xiaomi car, there has been a lot of mystery about its pricing. Some people speculate that the ** of this car will exceed 200,000, but some people believe that ** is just a smoke bomb of Xiaomi cars, and the actual price will not exceed 180,000. At a technical conference, Lei Jun made it clear:"With this kind of configuration, you don't expect 90,000 9, it's impossible. "He also mentioned that the cost of photocells is more than 100,000, implying that 140,000 is also unrealistic.
However, the rhetoric about the cost of power batteries seems to be somewhat exaggerated. Judging from various information, the purchase price of power batteries is declining sharply. The recent ** shows that BYD's lithium iron phosphate battery, the purchase price of one kilowatt-hour of electricity has dropped to 360 yuan, that is to say, the ** of the battery is only 30,006. Even high-end ternary lithium batteries, such as 18650, the capacity of 100 degrees is only about 50,000 yuan, and this ** is expected to decline further. Cao Li, vice president of Leapmotor, said that the purchase price of iron-lithium battery cells of Leapmotor has dropped to 0$4 Wh, which is expected to be below 0 by mid-year$4.
The strange thing is, why can Leapmotor purchase similar power batteries at such a low **, while Xiaomi Auto's procurement ** is ridiculously high? According to industry sources, in order to maintain its market position, CATL is planning to reduce the power battery**, and it is expected that the power battery** will gradually drop to 0$3 wh.
There are two main reasons for the decline of power batteries: cost reduction and changes in the market pattern. In terms of cost reduction, battery-grade lithium carbonate has fallen below 100,000 yuan, and lithium carbonate occupies 40%-50% of the cost share in lithium battery manufacturing. It is expected that domestic battery-grade lithium carbonate** will remain in the range of 7-90,000 tons, and there is still room for decline.
On the other hand, there is obvious overcapacity in the power battery market. Zhu Huarong, chairman of Changan Automobile, once said that the new energy vehicle industry has changed from "less electricity, lack of electricity, and expensive electricity" in the past to overcapacity of batteries. According to **, by 2025, China needs a power battery production capacity of about 1000-1200GWh, and the current production capacity planning has reached 4800GWh, more than 3 times the demand. In the past, power batteries were high because supply exceeded demand, but now there is overcapacity of power batteries, and battery manufacturers are facing the problem of difficult sales.
In this case, Lei Jun, the founder of Xiaomi Auto, claimed that the purchase cost of Xiaomi SU7 power batteries exceeded 100,000 yuan, which raised questions. Why is the battery of the Xiaomi Mi Su7 so expensive? Maybe the power battery of the Xiaomi Su7 is specially customized, and it may be the premium plus version of the Kirin battery. But it is also possible that all this is just a suspense deliberately created by Xiaomi Auto, and the final pricing may surprise us.
To sum up, the power battery is ushering in an era of price reduction, and various factors have made the purchase of the first significant decline. The final pricing of Xiaomi SU7 will become the focus of attention in the industry, and it also makes people look forward to the competitive landscape of the new energy vehicle market in the future.