Lei Technology
A long time ago, media reported that Tesla plans to launch a model in the future priced at US$25,000 (about RMB 160,000) to replace the current Model 3. Musk also personally revealed that although the price of the model is set at $25,000, it will still be equipped with an FSD autonomous driving system. After the news of
came out, it seemed that it had confirmed that Tesla would launch a model of less than 160,000 yuan. Renders of suspected new cars were also exposed online, and it said that the car may be trial-produced in a small number in November this year and will be produced by the Shanghai Super Factory. But according to the latest news, Tesla's cheap car model of 160,000 yuan should not be built.
htmlOn October 15th, foreign media autobala reported that Tesla's cheap model of 160,000 yuan should be unlikely to appear because the battery cost is too high. To further reduce the price of the car, Tesla must reduce the cost of the 4680 battery by about half, but it is basically impossible to achieve it at present.
means that Tesla will not be able to launch cheap models in the short term. Now the power battery is rising prices, so it is impossible to reduce the cost of the battery. The cost of a car's power battery accounts for about 30% to 40% of the cost of the entire vehicle. Tesla's cheapest Model 3 standard battery life version is priced at 235,900 yuan, and its battery cost is about 90,000 yuan. If you want to launch a 160,000 yuan model, you must keep the battery cost within 60,000 yuan, which is extremely difficult.
CCTV Finance has reported many times that the raw material prices of lithium batteries are constantly rising, and various lithium raw materials such as lithium carbonate and lithium hydroxide have experienced price increases to varying degrees, with the highest increase of more than 200%. The price of lithium carbonate per month was 57,000 yuan/ton at the beginning of the year, but now it is close to 190,000 yuan/ton, an increase of 233%.
In addition to lithium raw materials, the prices of other raw materials required for lithium batteries are also rising, and the price of rare metal "cobalt" has also risen by 60%, from 240,000 yuan/ton in April last year to 380,000 yuan/ton now. The raw material prices of lithium batteries will continue to rise for a long time in the future.
Nowadays, all car companies are transforming towards electric vehicles. The stronger the global demand for lithium batteries, the shortage of supply will inevitably lead to price increases. In addition, global chip shortage has caused many automakers to face production cuts and suspensions, and many models are raising prices wildly. In today's context, Tesla is unlikely to launch cheap models under 160,000 yuan, so everyone should stop fantasizing as soon as possible.
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-