電池級碳酸鋰價格暴跌！新一輪電動車“降價潮”要來？
來源：快科技 作者：若風
步入今年後，電動車電池核心原材料電池級碳酸鋰價格持續下跌，4月3日，據上海鋼聯發佈數據，電池級碳酸鋰跌12500元/噸，均價報23.25萬元/噸；
4月4日，電池級碳酸鋰現貨均價再跌0.85萬元/噸至22.4萬元/噸，較年初累計下跌約57%，較2022年11月的歷史最高報價下跌約62%。
對此，孚能科技董事長王瑀表示，據他初步估算，今年這種形勢，預計碳酸鋰價格會飛速下降，現在已經下降到25萬元/噸，他估計還會進一步下降，探到10萬元以下也不是沒有可能。
“碳酸鋰實際成本應該在3萬元左右，沒有任何理由漲到60萬元，這對整個世界減碳、環保、能源的可持續發展等都非常不利。”
隨着碳酸鋰原材料價格的下跌，必然導致電動汽車價格隨之降低。
事實上，自今年3月以來，國內新能源車便迎來了新一波降價潮，特斯拉、比亞迪、吉利幾何、東風風行等新能源品牌都降到了價格新低位。而碳酸鋰價格下跌，也將會給國內新能源汽車帶來新一輪的“降價潮”。
此外，對於電池級碳酸鋰價格下跌，國內各車企也都表現出積極態度。
廣汽集團董事長曾慶洪表示，當碳酸鋰價格在40萬元/噸以上，電動車就沒錢賺，現在碳酸鋰價格最低來到25萬元/噸，就可以很好地解決自主品牌盈利的問題。
蔚來汽車董事長李斌稱，碳酸鋰價格每變動10萬元/噸，會影響蔚來汽車約2個點的毛利率，若降到十幾萬元每噸的水平，就可以釋放8個點的毛利率。
零跑汽車董事長朱江明則直言，碳酸鋰價格每下降10萬元/噸，電池每度電便可以減少50元成本，以70度電池包爲例，就可以節省3500元。
極氪CEO安聰慧的賬算得更明確，他表示，碳酸鋰價格每降低1萬元/噸，對極氪新能源車成本的貢獻就是575元，毛利的貢獻爲0.2%。
而零跑汽車朱江明甚至稱，“智能電動車也遵守‘摩爾定律’，十年後，5萬元就能買到智能電動車。”
“電池、電驅、智能座艙以及傳統的零部件加起來差不多五萬元，據此算十年以後比較中高端的電動車價格有望達成。”
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