[汽車] Tesla supplier drastically cuts its ba
Tesla supplier drastically cuts its battery prices for everyone else
https://www.notebookcheck.net/Tesla-supplier-drastically-cuts-its-battery-prices-for-everyone-else.695676.0.html
tinyurl.com/2p84y96c
Berkshire's Charlie Munger said that their investment BYD is so far ahead of
Tesla in terms of EV sales in China that it is 'almost ridiculous,' and those
tepid sales there are starting to bite. CATL is extending an offer to cut
battery prices in half to its main customers, and Tesla is not among them.
Thanks to the plunging costs of refined lithium, the Tesla supplier that
produces cells for its standard range Model 3 and Model Y vehicles, is
cutting the price of its batteries significantly in order to lock its
customers in for the long haul. CATL is not extending the offer to Tesla,
though, as it apparently considers its sales numbers too small in China.
The world's biggest EV battery maker is trying to lock its main clients like
NIO or Li Auto, into 3-year contracts to get 80% of their batteries from
CATL, in exchange for a drastic reduction of their prices. How drastic? Well,
with the current price of lithium carbonate hovering around the US$60,000/ton
spot, CATL is proposing a long-term contract at less than US$30,000. That
half-price reduction of battery raw materials would lead to a significant
decrease of the battery costs associated with manufacturing a vehicle for
CATL's main customers. Recently, NIO complained that the cost of producing
the 150 kWh battery for its long-range vehicles is so high, it is priced
almost as much as its ET5 sedan, so NIO will rent the 620-mile battery for
summer trips first rather than offer direct ownership.
Last year, CATL announced that it won't bear the price jump of battery
materials and components alone, but they will be passed onto its clients
like NIO in the form of higher battery costs instead. This left it with
record margins among its peers, yet forced automakers which used to source
their cells exclusively from CATL to look for alternatives and sign up a
second or even a third supplier. With the current offer, which some have
already signed, CATL intends to lock them in for the long haul and start a
veritable price war in the battery realm just as Tesla started one in the EV
industry.
As to why did CATL exclude Tesla from the lucrative offer to supply batteries
that are up to twice cheaper in the next three years, recent comments by
Charlie Munger give a clue. According to Berkshire Hathaway's Vice Chairman,
their investment BYD, which he lobbied Berкshire to buy shares in a long
time ago, is now selling way more than Tesla in China, the world's biggest EV
market.
"Tesla last year reduced its prices in China twice. BYD increased its prices.
We are direct competitors. BYD is so much ahead of Tesla in China... it’s
almost ridiculous," added Munger. Since CATL is basing its battery price cut
offer on future sales projections as well, it apparently expects that NIO and
the other EV juggernauts it counts as clients, will keep outselling Tesla, at
least locally.
簡單說就是寧德時代這中國廠商提供NIO等當地電動車廠未來三年內價格砍半的電池合約，
但唯獨沒給特斯拉。
我是覺得特斯拉再不濟也不會輸給NIO那些鳥廠，不曉得是不是中國人的排外民族主義，
還是跟特斯拉即將量產的4680有關，就希望4680屌虐他們囉，也希望鴻海他們能加油
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※ 文章網址: https://www.ptt.cc/bbs/EV/M.1676733264.A.00F.html
※ 編輯: decolonize (42.76.172.136 臺灣), 02/18/2023 23:31:24
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02/19 17:44,
2年前
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02/19 17:44, 1F