Battery Price War: CATL, BYD Pushing Battery Costs Down Further
Battery Price War: CATL, BYD Pushing Battery Costs Down Further
The price war for power batteries is intensifying, with the world's two largest battery makers reportedly pushing battery costs down further.
动力电池的价格战正在加剧,据报道,全球最大的两家电池制造商进一步降低了电池成本。
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(Image credit: CnEVPost)
(图片来源:cnevPost)
As the price war for electric vehicles (EVs) continues, so does the price war for power batteries, with the world's largest battery makers reportedly pushing battery costs down further.
随着电动汽车(EV)价格战的继续,动力电池的价格战也在继续,据报道,全球最大的电池制造商进一步降低了电池成本。
To secure its market position, CATL is sorting out production line resources and pushing for cost reductions, local media outlet 36kr said in a January 16 report, citing several industry chain sources.
当地媒体36kr在1月16日的报告中援引多位产业链消息人士的话说,为了确保其市场地位,宁德时代正在整理生产线资源并推动成本降低。
CATL is marketing 173-Ah VDA-spec lithium iron phosphate (LFP) cells with 2.2C fast charging as standard to automakers, according to the report.
报告称,宁德时代正在向汽车制造商销售标配173Ah VDA规格的磷酸铁锂(LFP)电池,标配2.2C快速充电。
VDA is a size specification for square cells, with length, width and height of 148 mm, 26.5 mm and 91 mm, respectively. C refers to the charging multiplier of the battery, and 2C means that the battery can theoretically be fully charged in one-half hour.
VDA 是方形电池的尺寸规格,长度、宽度和高度分别为 148 毫米、26.5 毫米和 91 毫米。C 是指电池的充电倍增器,2C 表示理论上电池可以在半小时内充满电。
The cells, which offer better performance without a price increase, are aimed at battery electric vehicles (BEVs) that sell for between 100,000 yuan ($13,900) and 200,000 yuan, the report said, citing an unnamed industry source.
报告援引一位不愿透露姓名的业内消息人士的话说,这些电池在不提高价格的情况下性能更好,目标是售价在10万元人民币(合13,900美元)至20万元人民币之间的电池电动汽车(BEV)。
Several automakers will switch to the CATL cell in mid-2024 at a price not exceeding RMB 0.4/Wh, according to the report.
报告称,几家汽车制造商将在2024年中期改用CATL电池,价格不超过0.4元人民币/瓦时。
"From the upstream layout and the resource reserve of the material system, only CATL can make 2C batteries lower to a price point at the moment," the source said.
消息人士说:“从上游布局和材料系统的资源储备来看,目前只有宁德时代能够将2C电池降低到一定价位。”
Meanwhile, BYD's (OTCMKTS: BYDDF) battery unit FinDreams issued an internal notice urging its teams to continue to reduce costs, the report noted.
报告指出,与此同时,比亚迪(OTCMKTS:BYDDF)的电池部门Findreams发布了一份内部通知,敦促其团队继续降低成本。
FinDreams maximized benefits in 2023 through means including tender bidding, but the scope for cost reduction in current procurement remains huge, the report said, citing the internal notice.
报告援引内部通知称,Findreams通过招标等手段在2023年实现收益最大化,但当前采购成本降低的空间仍然很大。
In 2024, FinDreams will continue to strengthen the management of non-productive materials and reduce costs, the notice said.
通知称,到2024年,FinDreams将继续加强对非生产性材料的管理并降低成本。
CATL and BYD are the two largest power battery makers, with the former having a global share of 37.4 percent in the January-November period and the latter at 15.7 percent, according to data released on January 9 by South Korean market researcher SNE Research.
韩国市场研究机构SNE Research于1月9日发布的数据显示,宁德时代和比亚迪是最大的两家动力电池制造商,前者在1月至11月期间的全球份额为37.4%,后者为15.7%。
As CATL and BYD cut prices further, smaller battery makers are poised to follow, and the cost of power batteries will be reduced further, the 36kr report noted.
36kr报告指出,随着宁德时代和比亚迪进一步降价,小型电池制造商准备效仿,动力电池的成本将进一步降低。
Currently, VDA-sized LFP cells are selling for less than RMB 0.5/Wh. Leapmotor's vice president Cao Li recently said in an interview that the company's procurement cost for LFP cells has dropped to RMB 0.4/Wh, the report said.
目前,VDA大小的LFP电池的售价低于0.5元人民币/瓦时。报告称,零跑汽车副总裁曹丽最近在接受采访时表示,该公司LFP电池的采购成本已降至0.4元人民币/瓦时。
The VDA size is a power battery size standard set by Germany, which can unify the specifications of power batteries and improve the flexibility of batteries in matching models. China's initial power battery specifications referred to the VDA standard.
VDA尺寸是德国制定的动力电池尺寸标准,它可以统一动力电池的规格,提高电池在匹配型号中的灵活性。中国的初始动力电池规格参考了VDA标准。
With the exception of short blade cells, most square cells in China are VDA size, with ample production capacity and fierce price competition, 36kr's report noted.
36kr的报告指出,除短叶片电池外,中国的大多数方形电池都采用VDA规格,产能充足,价格竞争激烈。
The average price of square LFP cells at the same time last year was around RMB 0.8 to RMB 0.9 per Wh. By August 2023, that price was reduced to around RMB 0.6 per Wh.
去年同期方形磷酸铁锂电池片的平均价格约为每瓦时0.8元至0.9元人民币。到2023年8月,该价格已降至每瓦时约0.6元人民币。
Each RMB 0.1/Wh drop in the price of the battery cells means that a model equipped with a 60-kWh battery pack can save about RMB 6,000 in costs, the 36kr report noted.
36kr报告指出,电池价格每下降0.1元人民币,意味着配备60千瓦时电池组的车型可以节省约6,000元人民币的成本。
Power batteries have gone from being in tight supply to being in oversupply in a year's time, and prices are now gradually dropping towards RMB 0.3/Wh, the report said.
报告称,动力电池在一年内已经从供应紧张变为供过于求,现在价格逐渐下降至每瓦时0.3元人民币。
Leapmotor evaluates battery suppliers' offers every month and lets the one with the lowest offer get the order as a way to gain bargaining power over costs, according to the report.
报告称,零跑汽车每个月都会评估电池供应商的报价,让报价最低的供应商获得订单,以此获得相对于成本的议价能力。
Leapmotor's Cao even believes that the price of battery cells could drop to RMB 0.32/Wh.
零跑汽车的曹甚至认为,电池的价格可能会跌至0.32元人民币/瓦时。
Some in the battery industry believe that price would leave battery makers with no profit, but in a competitive market, it is possible for them to gain market share at a loss, according to the report.
报告称,电池行业的一些人认为,价格将使电池制造商无利可图,但在竞争激烈的市场中,他们有可能亏本获得市场份额。
($1 = RMB 7.1911)
($1 = 人民币 7.1911)
Lithium carbonate prices fall 50% in 6 months in China with supply-demand balance seen as still 1 year away
中国碳酸锂价格在6个月内下跌了50%,供需平衡还有1年的时间