高盛料电动车电池原材料价格上升 影响电动车生产商盈利
《CNBC》报道,高盛早前发表报告,预计电动车电池需求增加将致多种主要资源价格上升,并推升电动车电池价格18%,影响电动车生产商盈利,因电动车电池占整体成本两至四成。
报告指出,按分析模型估计,若锂、钴及镍价回升至历史高位,三者价格将上涨60%至1倍以上,该行相信部分国家为求推动电动车业可持续发展,或考虑增加国家储备。由於可用作汽车电池的镍有限,或加快生产商转用磷酸锂铁,特斯拉及小鹏汽车等已改用磷酸锂铁电池,有关电池的储电量较低。
报告指,若镍价升至每吨5万美元历史高位,每辆电动车成本将额外增加1,250至1,500美元,影响电动车需求。
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