Since entering 2024, new energy vehicles have entered a wave of price reductions, and the starting price of the plug-in hybrid versions of the BYD Qin plus and Destroyer 05 models is only 7980,000 yuan, it can be said that electricity is lower than oil, and the reason why it can be so cheap is related to the decline in battery costs.
Lithium carbonate is the raw material of power batteries for new energy vehicles, and its highest impact directly affects the production cost of power batteries. The latest data shows that lithium carbonate has now reached 910,000 yuan per ton, compared with 600,000 yuan per ton at the peak, a decline of nearly 85%, and with the continuous improvement of production capacity, **will continue**.
The power batteries of the two models of BYD Qin plus and Destroyer 05 are from Fodi, with a capacity of 8 respectively32 and 83kWh, accounting for about 40% of the car price, and as the cost of batteries falls, there is room for price reductions for these two models in the future.
According to the latest data from the professional consulting company "Zeyan Consulting", the average price of lithium iron phosphate cells has come to 400 yuan per degree, and it is only a matter of time before it falls below 400 yuan, while the higher-end ternary lithium battery is at 530 yuan per degree.
Of course, the above is the ** of the cell, if you count the pack, including structural parts, BMS, boxes, accessories, etc., the cost of 100 degrees of ternary lithium battery is 60,000 yuan, and in the future, with the further cost reduction of cells and pack, an ordinary 100-degree ternary lithium battery may only cost about 40,000 yuan, and the lithium iron phosphate battery is about 30,000 yuan.
Batteries account for about 40% of the cost of new energy trams, which also means that the future of 100 degree battery (average in 800 kilometers) of the tram will be within 100,000 yuan, it can be said that with the further decline in battery costs, as well as the continuous maturity of the new energy vehicle industry, coupled with the higher and higher market share of new energy, led to a further decline in the cost of upstream and downstream industries. In the future, the 80-degree battery will become the starting configuration of pure electric vehicles, and the 100-degree battery will become the mainstream, with more and more fast charging technology, it is possible to fill 80% in 20 minutes, which means that the oil car has no advantage in the face of the tram, you must know that the average mileage of the oil car is between 500 kilometers.
Many people say that the replacement of batteries in the future, today's battery technology continues to mature, and the brand's new energy tram batteries can be used for at least 8 years, which is enough for ordinary people to use at home.
And what about mid-to-high-end cars? Mid-to-high-end cars will use semi-solid-state and solid-state batteries, which are safer, more stable, and have higher battery life, and NIO Li Bin drove the ET7 to test a 150-degree semi-solid-state battery. After more than 14 hours of high-speed driving, Li Bin, who started from Shanghai, finally drove to Xiamen Longdudong Service Area, and achieved a power battery driving more than 1,000 kilometers. You know, this is at high speed, if you drive in the city, the cruising range will reach about 1200 kilometers, even in Beijing and other cold northern areas, even if there is a 7% achievement rate, there is a range of 600 kilometers. If it is an all-solid-state battery, it can still be stable at a low temperature of -50, then a high-speed range of 1000 kilometers can also be achieved in cold areas in the north.
Just like smartphones, when smart phones were just born, the battery was not enough, and the charging was very slow, indeed, in the era of feature phones dominated by Nokia and Motorola, the mobile phone battery capacity was less than 1000mAh, and it could be used for at least 3 days on a single charge, but after only a few years, the battery reached about 5000mAh, and it can be 100W fast charging, which can be fully charged in about 30 minutes.
It can be said that the development of technology is changing with each passing day, and now the new energy intelligent battery is only four or five years from the birth, the technology has tended to mature, and with the further upgrading of the new energy vehicle industry chain, the domestic market continues to roll in, in the three major aspects of intelligent cockpit, intelligent driving, intelligent battery, China's new energy tram will make more amazing achievements.
Finally, if you have a range of 800 kilometers, a standard high-speed intelligent pilot, and a tram within 100,000 yuan with urban commuting mode, will you choose?