current position：Home>The rush of car enterprises to grab mines is coming!
The rush of car enterprises to grab mines is coming!
2022-05-15 03:55:04【Car loving Corps】
Little friends who know about computers and graphics cards should also be deeply impressed by the price of graphics cards in recent years . In essence , The soaring price of graphics card is caused by the imbalance between supply and demand in the market , Specifically, use a graphics card “ dig ” There are too many people , And the graphics card supplier has insufficient capacity , As a result, the price of graphics card has been wildly inflated . Now , With the decline of mining tide and the recovery of graphics card production capacity , Graphics card prices began to plummet .
But no one thought at that time , One day, not only one person will join the mine robbing team , And businesses . Everyone must have heard of the Porsche storm recently , But similar events are not unique , It happened long ago , And it will continue to appear in the future .
Many reports show that , Under the impact of many factors , The shipping cycle of the chip has changed from normal 6 Months have been extended to the present 12 Months , Even some varieties will arrive 18 Months . In order not to affect the normal production and sales rhythm , Many car companies adjust their production priorities , Change or adjust the vehicle configuration to deal with emergencies . since 2021 Since then , The price of raw materials for power batteries has been rising for a long time . According to Gao Gong lithium battery （GGII） Preliminary calculation of , Affected by the rise in the price of raw materials , The theoretical cost of cell and battery system has increased by 30% above . in general , Semiconductor materials 、 Chip related and battery related materials are in varying degrees of shortage and price rise . Take a specific example , With “ lithium ” For example .2021 Beginning of the year , The price of battery grade lithium carbonate is still hovering around 5 Ten thousand yuan a ton , In the eyes of battery company purchasers , cobalt 、 The diaphragm 、 Negative electrode, etc , Probably more important than lithium . But with the sales of new energy vehicles rising month by month , Demand soared , The price of lithium carbonate began to rise fission ,10 ten thousand 、20 ten thousand 、30 ten thousand , Every price anchor , Have broken through the psychological bottom line of people in the industry , Until this year 3 month , Lithium carbonate jumped up 50 Ten thousand yuan high .
High tech lithium battery （GGII） Our preliminary estimate is that the increase will reach 30% above , Reality has proved the accuracy of the calculation well —— From the end of last year to this year 3 month , The battery industry has set off two rounds of price increases , First round at 15% about , The second round is at 20% about . In a matter of 3 months , The increase of battery has been as high as 35% And there is a further upward trend . Maybe from this point of view, this set of data is nothing special , But if you put it on the actual model , There is an obvious feeling . The price of the car before the price increase 25 Ten thousand yuan of pure electric models , Its battery cost is about 7 Ten thousand yuan or so . After the price rise ,35% The cost increase means that the cost of batteries is close to 2.5 Ten thousand yuan , For most pure electric models with similar prices , This is basically equal to 0 profits . The same increase goes to Hongguang MINIEV On this kind of car with extremely low profit , Direct loss .
The shortage of materials is out of order , On the premise that the cost structure has not changed much , Many material industries have become profiteering , However, under the impact of the epidemic, there is no way to further expand “ results ”, So that the market has been in short supply . at present , Many car companies and upstream and downstream of the supply chain have started the battle of competition . Take lithium for example , China's lithium salt giant Ganfeng lithium industry 、 Tianqi lithium Co., Ltd , As well as the power battery Company Ningde times, they have successively invested in overseas lithium mines and salt lakes . But when new energy vehicles sweep the world , Under the soaring price of lithium , Lithium has been regarded as a strategic resource by all countries , It seems that the window period of using capital to distribute overseas lithium mines is no longer . This year, 1 month , The Chilean authorities stopped BYD's lithium mining contract with the Chilean Ministry of mining .
So , More enterprises are beginning to start in China “ mining ”. But the reality is much more skinny . Again “ Lithium ore ”, Its mining cycle , First, limited by the laws of the industry , After exploration 、 testing 、 Prospecting certificate 、 Mining license 、 build a factory 、 A series of administrative procedures such as environmental protection examination and approval , It takes at least half a year to complete a set of processes . secondly , Mining progress will also be affected by resource endowments 、 Geography and climate 、 Policy, culture and other factors restrict . The consequence of this is that car companies not only have to raise prices , And we have to reduce the allocation . Take Porsche for example , As a super luxury brand , When facing users, it must first consider increasing the price rather than reducing the allocation , After all, what their customers need more is not the low price, but the product experience . But even so , It is for this reason that they finally plan to reduce the allocation —— one can't make bricks without straw .
Whether it's semiconductor materials or chips , Now it has become a short-term problem , And the problem is worldwide , This makes enterprises even “ Use far water to put out near fire ” There's no chance . In order to solve this series of problems , More and more automobile enterprises begin to join the industrial chain . For example, major car companies began to develop their own chips , Some enterprises have joined “ dig ” In the ranks . BYD invested in foreign lithium mines before , Later, Tesla is the representative , Mining and refining of lithium ore upstream . As you can imagine , In the days to come , More and more automobile enterprises will join the corresponding material market layout .
author[Car loving Corps],Please bring the original link to reprint, thank you.
The sidebar is recommended
- Define the establishment of China subsidiary of automobile cariad with software
- Auchan Z6 configuration information exposes up to 19 standard configurations of the whole system
- China sold 299000 new energy vehicles in April, up 44.6% year-on-year
- 4767! After the resumption of work and production, the first batch of electric vehicles made in Shanghai will be exported
- In April, the domestic new energy passenger vehicle market data was released, and the sales volume of Chongqing automobile enterprises accelerated
- Tesla with zero inventory led to boost the "blood return" of the automobile industry“
- Ranking of SUV sales in April: BYD song won the title, and the sales of many models fell sharply
- Cool than a pilot. What's ar HUD?
- In April, the ranking list of SUV sales was released, and BYD song plummeted across the board
- Tesla recall! The CPU of nearly 130000 vehicles is too hot to display the reversing image_ Central processing_ Model_ relevant
guess what you like
European electric vehicle market continues to expand
Create a new proton! Geely and Renault "kill three birds with one stone"!
Zero run C01 and put the cost performance on the public screen again
Lifetime warranty! Cadillac lyriq scheduled equity release
Equipped with recycled plastic interior, Faurecia joins hands with Veolia
Growth of 50% month on month, Ruilan automobile released sales data in April
How to manage "cloudy" in the automotive industry?
In April 2022, Wuling Kaijie sold 1032 sets, with a year-on-year decrease of 76.76%
Buy Rand cooluze Middle East version and enjoy a discount of 480000. The lowest price is only 690000
"Absolute interpretation" taxi driver clues list taxi driver script clues where
- In April 2022, the sales volume of Feifan er6 was 472, with a year-on-year increase of 16.26%
- How does a autonomous vehicle perceive its surroundings?
- How far is the Zr-V Zhizai of GAC Honda from the "popular model"?
- Volkswagen revives the pure electrification + off-road attribute of Scout brand. Can it be based on the North American market?
- Chang'an released a new logo, which is completely different from Acura, but saw the shadow of Yadi?
- In April 2022, Lingke 06 sold 1653 units, a year-on-year decrease of 62.5%
- Will you benchmark rivian? Geely promotes radar brand and creates high-end new energy pickup!
- If you can buy these four models before the age of 30, it's even a successful person. It's good to drive with a high grade
- In April 2022, song plus sold 25108 sets of new energy
- Weilai automobile has a cash reserve of 52.65 billion yuan
- The growth of power battery was strong, and Panasonic's net profit increased by 55% in fy2021
- Beijing Fangshan strictly implemented home office, and all bus and subway network buses were stopped
- FAW Toyota edition is coming. Can "double car strategy" be 1 + 1 > 2?
- DIY autopilot UAV
- "Jin" gathered quickly, and Zhengzhou Nissan Ruiqi 7 opened pre-sale
- The adjustment of purchase rights and interests of krypton 001 we version will be implemented from June 1
- Thoughts on the transformation of automobile industry (1) -- don't underestimate Tesla's "ambition"
- In April 2022, the sales volume of Haval big dogs was 4162, with a year-on-year decrease of 31.8%
- Family design SAIC Audi Q6 interior official map released, available in 6-seat version
- Automatic steering column for manual, a set of earn tens of thousands of Porsche, this is going to fire out of the sky!
- Ranking of new energy car sales in April: miniev No. 1, Han No. 3, dolphin No. 4, Chery EQ No. 8
- Classic black gold color, 1090 nm torque output, Manhart pushing a new case of Porsche modification
- In April 2022, Lingbao box sold 2606 units, with a year-on-year increase of 158.53%
- Want to overtake on a curve? Vietnam's only national car enterprise will be listed in the United States and wants to benchmark Tesla
- BMW launched its first pure electric medium-sized sports car, and the group's electric offensive will go to the next city
- "Jin" gathered quickly, and Zhengzhou Nissan Ruiqi 7 opened pre-sale
- Another domestic million luxury car is ready to go? Red flag new MPV exposure, or named D8
- Musk responded to the accusation of automatic driving accident: you saved 90% of people, and 10% will still sue you
- Selection of multi-directional quality recommendation of 250000-350000 Yuan pure electric vehicle
- Summary of recent price adjustment of new energy vehicles involving more than 20 models
- German luxury Maybach S-class comparison A8L Horch
- In April, there were nine domestic cars in the top ten sales list of new energy. Is it possible to catch up with the joint venture independently?
- Tianjin tengbai automobile Lexus LM European version has a quotation of 1.46 million. Welcome to the store for test drive
- With a endurance of more than 1200km and a wheelbase of more than Asian dragon, more than 100000 new cars in Chang'an will catch fire?
- Two new Volkswagen cars will be launched, one with redesigned interior and the other with 1.5T engine
- Rewrite again! BYD surpassed FAW Volkswagen for the first time to win the championship
- Tengshi high-end MPV will be launched, Zero run C01 will start pre-sale, and there are a number of new cars worth paying attention to this week
- Haizhu Pazhou automatic driving convenience line has been officially tested. Come and have a taste
- IDC: in the first quarter, the new car penetration rate of L2 automatic driving in the passenger car market reached 23.2%
- Shen Yanan, President of ideal automobile: the cost of raw materials has deviated from the reasonable price range