Battery shortage drags down automakers' deliveries
Lub sijhawm xa khoom ntev ntawm Xpeng Motors P7480 qauv tau ua rau muaj kev sib cav hauv khw. Cov lus teb yog vim tsis muaj lithium hlau phosphate roj teeb.
Ob peb hnub dhau los, teb rau daim ntawv tshaj tawm tsis ntev los no hais tias Xiaopeng Motors muaj lub sijhawm xa khoom ntev, Xiaopeng Motors tau teb rau cov xov xwm tias vim muaj kev cuam tshuam ntawm kev sib kis, kev lag luam tau ntsib nrog cov khoom siv nruj heev ntawm lithium hlau phosphate roj teeb, ua rau qhov ua tsis tiav ntawm tus qauv Xiaopeng P7480 yuav tsum muab tso rau lub sijhawm xaj. Kev xa khoom raws sij hawm hauv lub sijhawm kwv yees ua ntej.
Thaum Lub Kaum Ob Hlis 9, cov neeg ua haujlwm muag khoom ntawm ntau lub khw 4S hauv Shanghai tau hais rau tus neeg sau xov xwm ntawm International Nyiaj Txiag Xov Xwm hais tias lub voj voog xa khoom ntawm Xiaopeng P7480 qauv (nruab nrog lithium hlau phosphate roj teeb) yog 15-16 lub lis piam, uas yog, Lub sijhawm xa khoom yog kwv yees li 4 lub hlis, tab sis nws tus qauv P7670 (nrog ternary lithium-ion roj teeb) yuav nrawm dua me ntsis, nyob ib ncig ntawm 4-9 lub lis piam.
Trapped in the "price increase" storm
Corresponding to Xpeng Motors' delayed delivery situation is its high sales volume.
Raws li lub Kaum Ib Hlis Ntuj tshiab lub zog tsheb ua lag luam cov ntaub ntawv tso tawm los ntawm Tuam Tshoj Cov Neeg Nrog Tsheb Koom Tes, ntawm cov tuam txhab uas muag muag tshaj 10, 000 units, Xiaopeng Motors nyob qib tsib nrog 15,613 units. Ntawm lawv, Xiaopeng P7 ib leeg xa 7,839 units. tsheb, suav txog li 50 feem pua ntawm tag nrho cov muag khoom.
It is reported that as of November, Xpeng Motors has achieved a monthly delivery of over 10,000 vehicles for three consecutive months, and has become the only new energy vehicle brand among "Weixiaoli" with a monthly sales volume of more than 15,000 units, an increase of 54 percent month-on-month and a year-on-year increase 270 percent .
Qhov kev ua tiav zoo li no yuav tsum tau txais kev qhuas thiab qhuas los ntawm cov pej xeem, tab sis Xpeng Motors tsis tuaj yeem ua tau raws li qhov kev muag khoom hauv cov khoom siv.
Recently, a "Joint Statement of Xpeng Motors P7 480-kilometer Endurance Scheduled Owners on Xpeng Motors' Refusal to Deliver Vehicles" has been circulated on the Internet. The version order is fully arranged for the production and supply of cars, but the 480 version order is frozen and the car will not be allocated.
Hauv qhov no, Xiaopeng Motors teb tias qhov no tsis yog kev saib xyuas kev kho mob, tab sis vim tsis muaj lithium hlau phosphate roj teeb.
In addition, or due to the shortage of production, Xiaopeng Motors also fell into a "temporary price increase" storm in November.
Ob peb hnub dhau los, raws li xov xwm tshaj tawm, Mr. Chen, tus tswv ntawm Xpeng Motors, tau mus rau Xpeng Motors Nanjing Jingfeng 4S lub khw rau lub Kaum Ib Hlis 11 mus nqa Xpeng P7 nws tau khaws cia nrog 5,000 yuan rau lub Kaum Hlis 23. Txawm li cas los xij, tus neeg ua haujlwm tau hais kom nce tus nqi los ntawm 7, 000 yuan kom them tus nqi ntawm cov pob khoom uas tsis tau lees paub los ntawm tus tswv hauv daim ntawv cog lus.
In the face of Mr. Chen's complaint, the sales director of Nanjing Xiaopeng Automobile Sales and Service Co., Ltd. said that since new energy vehicles within 300,000 yuan enjoy state subsidies, they deliberately lower the contract price and make up for the cost when they are delivered. This is a unified operation. .
In this regard, netizens questioned, isn't this just using "yin and yang contracts" to "cheat compensation"?
On the same day, Xiaopeng Motors responded that the store clerk did not clearly understand the relevant promotion policies in November, which caused misunderstanding among customers. At present, the customer's request has been properly handled, and the store and related personnel have been dealt with seriously.
Hais txog tus nqi nce, tus neeg sau xov xwm kuj tau sab laj ob lub khw muag khoom 4S hauv Shanghai, thiab lawv txhua tus hais tias cov ntsiab lus tsis meej, tab sis lawv tsis tau nce tus nqi. Yog tias koj ntsib teeb meem zoo sib xws, koj tuaj yeem mus rau lub vev xaib raug cai los yws.
Muaj roj teeb tsis txaus
Qhov tseeb, nrog kev muag khoom tshiab ntawm lub zog tshiab xyoo no, qhov teeb meem ntawm cov roj teeb lithium -ion roj teeb tau pib tshwm sim tsis ntev los no.
As early as July this year, it was reported that He Xiaopeng, the founder of Xiaopeng Motors, did not hesitate to go to the front line of the Ningde era factory for a week in order to successfully obtain the batteries of the Ningde era. Although He Xiaopeng refuted the rumor afterwards, the situation of "battery shortage" is evident.
On the other hand, Zeng Yuqun, the chairman of CATL, also admitted at the shareholders' meeting, saying that the recent frequent urging of customers by customers has made him "unbearable."
Qhov tsis txaus ntawm lub zog lithium-ion roj teeb muag tau ntev tau tshwm sim hauv kev lag luam peev. Kev lag luam roj teeb lithium ib zaug dhau los ua haujlwm kub hauv A-kev sib koom ua lag luam, thiab cov khoom lag luam cuam tshuam tau nce ob npaug. Qee cov kws tshuaj ntsuam ntseeg tias qhov no yuav cuam tshuam txog qhov ntev - kev loj hlob sai ntawm kev lag luam los ntawm kev tsis txaus ntawm cov peev txheej lithium thiab qhov kev thov loj heev rau cov khoom siv raw ntawm lithium- ion roj teeb.
Ob lub pas dej ntsev txoj kev loj hlob tau npaj los ntawm Tibet Everest hauv Argentina nrog tag nrho cov peev ntawm 1.7 billion US dollars tau raug tsim tawm. Yav dhau los Ningde era tau txais lub hom phiaj lithium mine tsum, Millennium Lithium, uas raug txiav tawm los ntawm Asmeskas Lithium Kev Lag Luam. Nws tsis yog qhov nyuaj rau pom kev sib ntaus sib tua rau cov mines uas cov peev txheej lithium tau dhau los ua ib daim ncuav mog qab zib uas tau noj los ntawm kev npau taws.
Hauv cov ntsiab lus no, ntau lub tuam txhab tsheb tau hais tias tam sim no lawv tab tom ntsib teeb meem tsis txaus ntawm lub zog lithium - ion roj teeb, suav nrog Volkswagen, Daimler thiab Stellantis, thiab lwm yam, thiab cov thawj coj ntawm Kaus Lim Kauslim cov chaw tsim khoom roj teeb SKInnovation kuj tau qhia tias, Kev tsis txaus ntawm lub zog lithium-ion roj teeb hauv Asmeskas kev lag luam tsheb yuav txuas ntxiv mus txog yam tsawg kawg 2025.
Lithium-ion battery makers are also feeling the pinch. Zeng Yuqun, chairman of Ningde Times, believes, "At present, the production supply of the whole industry chain is relatively slow, and the effective supply is insufficient." Ganfeng Lithium also said that the production of lithium-ion batteries is relatively tight, and there are basically 28 days a month. production at full capacity.
Nws yog ib qho tsim nyog sau cia tias qhov tsis txaus ntawm lub zog lithium -ion roj teeb yog rau tag nrho kev lag luam. Vim tias muaj kev sib kis tsis tu ncua hauv qee lub tebchaws thiab cheeb tsam, ntau lub chaw tsim khoom raug kaw lossis tsis tuaj yeem rov ua haujlwm tiav, uas tau ua rau lub ntiaj teb cov roj teeb tsis txaus.
According to Barrenjoey's forecast in November 2021, the supply of lithium will continue to be tight in the next decade, and the supply gap will continue to expand. By 2030, the supply and demand gap will reach 1.2 million tons of lithium carbonate equivalent.
Nrog rau cov khoom siv nruj ntawm cov khoom siv lithium, tus nqi ntawm lithium ntsev kuj tseem nce. Hais txog roj teeb -qib lithium carbonate, cov lus hais thaum kawg ntawm lub Kaum Ib Hlis tau tshaj 200,000 yuan / ton, thiab txij li lub Yim Hli, qhov nce ntxiv tau tshaj 127 feem pua.
