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The subsidy policy declines, what is the outlook for the lithium-ion battery industry
by：CTECHi
2021-07-23
Currently, in the manufacturing cost of new energy vehicles, power lithium battery accounts for the highest proportion, reaching about 38%; motor + electronic control accounts for 12%.
The high growth in sales of new energy vehicles has driven the prosperity of the entire industry chain. The subsidy subsidy + double points policy has been introduced, which has increased the cost of new energy vehicles by OEMs. Sense of urgency. The pressure of subsidies to decline will inevitably shift to the upstream of the automakers.
Automakers have strong bargaining power for lithium battery suppliers, and in the face of the continued decline in subsidies, they have the ability to transfer pressure to the upstream.
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