Since Last September, upstream raw material prices have been "soaring", superimposed market also has malicious speculation, hoarding and other behaviors, CEO of Li Auto Inc. with "outrageous" to describe last year's material increase.But even at this cost pressure, material suppliers are still in short supply.
Since the start of this year, lithium carbonate has risen about 78.57 %, nickel up about 45.16 %, and cobalt up up 16.32 %.
Lithium energy storage system is mainly composed of battery pack, energy storage converter (PCS), battery management system (BMS), energy management system (EMS) and other electrical equipment, among which the cost of battery pack accounts for nearly 60%, PCS accounts for 10-20%, and other costs account for about 20-30%.
The price rise of cells has undoubtedly "disturbed" the fast-growing electrochemical energy storage market.
At present, energy storage companies generally believe that such an increase will not last long, but it does have a big impact on the industry, increasing the risk of the industry.The price increase also has a different impact on different companies.Although some people are happy and some people worry, but the basic attitude to the market is very strong, even in the real pressure situation, most people still think that it is the very important to eliminate everyone's price increase expectations.
Rise or No ? The main thing is to eliminate the fear of price increase expectations
In the view of the industry, most companies will now make a relatively conservative decision.
Although everyone has an expectation of the cell price reduction.But different companies respond differently.The strength of relatively strong enterprises in the case of the project determined, may be the price of the cell digestion.But the relatively weak enterprises, can not bear the price pressure, can only follow the price increase.
One point is that the expected price increase can panic the market more than the price increase itself.Some leading brands and leading enterprises, in their own ability to absorb some of the price pressure, can do a positive guidance to the market
In this "price war", stabilizing the market is like stabilizing the army heart.Leading enterprises and leading brands are one of the most important ways to stabilize the market to act as a real leader of the industry when they can be absorbed by themselves.
