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.
動力電池的價格戰正在加劇,據報道,全球最大的兩家電池製造商進一步降低了電池成本。
![](https://newsfile.futunn.com/public/NN-PersistNewsContentImage/7781/20240117/0-d3a7277ba80f7c1b29f0b4c2b835c9a9-0-2da9b96698c590c5c02b53403ae23dbf.jpg/big)
(Image credit: CnEVPost)
(圖片來源: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.
隨着電動汽車(EV)價格戰的繼續,動力電池的價格戰也在繼續,據報道,全球最大的電池製造商進一步降低了電池成本。
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.
當地媒體36kr在1月16日的報告中援引多位產業鏈消息人士的話說,爲了確保其市場地位,寧德時代正在整理生產線資源並推動成本降低。
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.
報告稱,寧德時代正在向汽車製造商銷售標配173Ah VDA規格的磷酸鐵鋰(LFP)電池,標配2.2C快速充電。
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 是方形電池的尺寸規格,長度、寬度和高度分別爲 148 毫米、26.5 毫米和 91 毫米。C 是指電池的充電倍增器,2C 表示理論上電池可以在半小時內充滿電。
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.
報告援引一位不願透露姓名的業內消息人士的話說,這些電池在不提高價格的情況下性能更好,目標是售價在10萬元人民幣(合13,900美元)至20萬元人民幣之間的電池電動汽車(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.
報告稱,幾家汽車製造商將在2024年中期改用CATL電池,價格不超過0.4元人民幣/瓦時。
"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.
消息人士說:“從上游佈局和材料系統的資源儲備來看,目前只有寧德時代能夠將2C電池降低到一定價位。”
Meanwhile, BYD's (OTCMKTS: BYDDF) battery unit FinDreams issued an internal notice urging its teams to continue to reduce costs, the report noted.
報告指出,與此同時,比亞迪(OTCMKTS:BYDDF)的電池部門Findreams發佈了一份內部通知,敦促其團隊繼續降低成本。
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.
報告援引內部通知稱,Findreams通過招標等手段在2023年實現收益最大化,但當前採購成本降低的空間仍然很大。
In 2024, FinDreams will continue to strengthen the management of non-productive materials and reduce costs, the notice said.
通知稱,到2024年,FinDreams將繼續加強對非生產性材料的管理並降低成本。
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.
韓國市場研究機構SNE Research於1月9日發佈的數據顯示,寧德時代和比亞迪是最大的兩家動力電池製造商,前者在1月至11月期間的全球份額爲37.4%,後者爲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報告指出,隨着寧德時代和比亞迪進一步降價,小型電池製造商準備效仿,動力電池的成本將進一步降低。
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電池的售價低於0.5元人民幣/瓦時。報告稱,零跑汽車副總裁曹麗最近在接受採訪時表示,該公司LFP電池的採購成本已降至0.4元人民幣/瓦時。
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尺寸是德國制定的動力電池尺寸標準,它可以統一動力電池的規格,提高電池在匹配型號中的靈活性。中國的初始動力電池規格參考了VDA標準。
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的報告指出,除短葉片電池外,中國的大多數方形電池都採用VDA規格,產能充足,價格競爭激烈。
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.
去年同期方形磷酸鐵鋰電池片的平均價格約爲每瓦時0.8元至0.9元人民幣。到2023年8月,該價格已降至每瓦時約0.6元人民幣。
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報告指出,電池價格每下降0.1元人民幣,意味着配備60千瓦時電池組的車型可以節省約6,000元人民幣的成本。
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.
報告稱,動力電池在一年內已經從供應緊張變爲供過於求,現在價格逐漸下降至每瓦時0.3元人民幣。
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.
報告稱,零跑汽車每個月都會評估電池供應商的報價,讓報價最低的供應商獲得訂單,以此獲得相對於成本的議價能力。
Leapmotor's Cao even believes that the price of battery cells could drop to RMB 0.32/Wh.
零跑汽車的曹甚至認爲,電池的價格可能會跌至0.32元人民幣/瓦時。
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.
報告稱,電池行業的一些人認爲,價格將使電池製造商無利可圖,但在競爭激烈的市場中,他們有可能虧本獲得市場份額。
($1 = RMB 7.1911)
($1 = 人民幣 7.1911)
Lithium carbonate prices fall 50% in 6 months in China with supply-demand balance seen as still 1 year away
中國碳酸鋰價格在6個月內下跌了50%,供需平衡還有1年的時間