Li Bin Urges Urgent Attention to New Energy Vehicle Battery Life

๊ฒŒ์‹œ๋จ: Mar 14, 2024 16:23
Li Bin: It is estimated that nearly 20 million new energy vehicles will face battery warranty expiration by 2032, and solving battery life is urgent. On the afternoon of March 14th, at today's NIO Long Life Battery Strategy Communication Meeting, NIO CEO Li Bin delivered a speech. He cited data showing that from 2016 to the present, the cumulative number of new energy vehicles in the country has reached nearly 20 million, and according to an 8-year battery warranty, new energy vehicles from 2016 will start facing battery warranty expiration this year. Based on the number of new energy vehicles at the end of 2023, it is estimated that nearly 20 million new energy vehicles will face battery warranty expiration by 2032. After the battery warranty expires, the cost of replacing the battery in the future is considerable. The actual cost of replacing the battery in the current market has exceeded 230,000 yuan. He called for urgent action to address battery life and suggested the industry pay attention to battery life.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
[SMM ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ 9.3] ๋™๋ฐ• ๊ณต๊ธ‰ ๋ถ€์กฑ์œผ๋กœ 9์›” ์ƒ์‚ฐ ์ผ์ • ์ œ์•ฝ, ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๊ฐ€๊ฒฉ ๊ฒฌ์กฐ ์œ ์ง€
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[SMM ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ 9.3] ๋™๋ฐ• ๊ณต๊ธ‰ ๋ถ€์กฑ์œผ๋กœ 9์›” ์ƒ์‚ฐ ์ผ์ • ์ œ์•ฝ, ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๊ฐ€๊ฒฉ ๊ฒฌ์กฐ ์œ ์ง€
๋” ๋ณด๊ธฐ
[SMM ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ 9.3] ๋™๋ฐ• ๊ณต๊ธ‰ ๋ถ€์กฑ์œผ๋กœ 9์›” ์ƒ์‚ฐ ์ผ์ • ์ œ์•ฝ, ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๊ฐ€๊ฒฉ ๊ฒฌ์กฐ ์œ ์ง€
[SMM ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ 9.3] ๋™๋ฐ• ๊ณต๊ธ‰ ๋ถ€์กฑ์œผ๋กœ 9์›” ์ƒ์‚ฐ ์ผ์ • ์ œ์•ฝ, ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๊ฐ€๊ฒฉ ๊ฒฌ์กฐ ์œ ์ง€
[SMM ๋ถ„์„] ๋™๋ฐ• ๊ณต๊ธ‰ ๋ถ€์กฑ๊ณผ ๋Œ€์šฉ๋Ÿ‰ ๋ฐฐํ„ฐ๋ฆฌ ์…€์˜ ์˜ˆ์ƒ๋ณด๋‹ค ๋А๋ฆฐ ์ƒ์‚ฐ๋Šฅ๋ ฅ ํ™•๋Œ€๋กœ ์ธํ•ด, 9์›” ์ค‘๊ตญ ๋ฐ ๊ธ€๋กœ๋ฒŒ ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ์ƒ์‚ฐ ์ฆ๊ฐ€์œจ์€ ์ „์›” ๋Œ€๋น„ ๊ฐ๊ฐ 4.09%์™€ 4.25%๋กœ ๋‘”ํ™”๋  ์ „๋ง์ด๋‹ค. ๊ทธ๋Ÿฌ๋‚˜ ์ด๋Š” ์ตœ์ข… ์ˆ˜์š” ์•ฝํ™”๋ฅผ ์˜๋ฏธํ•˜์ง€๋Š” ์•Š๋Š”๋‹ค. ์—๋„ˆ์ง€์ €์žฅ ๋ฐฐํ„ฐ๋ฆฌ ์…€์˜ ์ˆ˜๊ธ‰ ์ƒํ™ฉ์€ ์—ฌ์ „ํžˆ ํƒ€์ดํŠธํ•˜๋ฉฐ, 314Ah ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๊ฐ€๊ฒฉ์€ ์•ˆ์ •์„ธ๋ฅผ ์œ ์ง€ํ•˜๊ณ  ์žˆ๋‹ค. ํ–ฅํ›„ ์ถœํ•˜๋Ÿ‰์€ ๊พธ์ค€ํžˆ ์ฆ๊ฐ€ํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋˜๋ฉฐ, ๊ฐ€๊ฒฉ์€ ์•ˆ์ •์  ๋‚ด์ง€ ์ƒ์Šน ์ถ”์„ธ๋ฅผ ์ด์–ด๊ฐˆ ์ „๋ง์ด๋‹ค.
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๋งˆ๊ทธ๋„ค์Š˜ ๊ฐ€๊ฒฉ 3๊ฑฐ๋ž˜์ผ ์—ฐ์† ์ƒ์Šน! ์›๊ฐ€ ์ธก๋ฉด์€ ์—ฌ์ „ํžˆ '๋œจ๊ฒ๊ฒŒ ํƒ€์˜ค๋ฅด๋Š”' ๋ฐ˜๋ฉด ์ˆ˜์š” ์ธก๋ฉด์€ ๋ฐ”ํ†ต์„ ์ด์–ด๋ฐ›๊ธฐ ์–ด๋ ค์›Œ [SMM ๋…ผํ‰]
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๋งˆ๊ทธ๋„ค์Š˜ ๊ฐ€๊ฒฉ 3๊ฑฐ๋ž˜์ผ ์—ฐ์† ์ƒ์Šน! ์›๊ฐ€ ์ธก๋ฉด์€ ์—ฌ์ „ํžˆ '๋œจ๊ฒ๊ฒŒ ํƒ€์˜ค๋ฅด๋Š”' ๋ฐ˜๋ฉด ์ˆ˜์š” ์ธก๋ฉด์€ ๋ฐ”ํ†ต์„ ์ด์–ด๋ฐ›๊ธฐ ์–ด๋ ค์›Œ [SMM ๋…ผํ‰]
๋” ๋ณด๊ธฐ
๋งˆ๊ทธ๋„ค์Š˜ ๊ฐ€๊ฒฉ 3๊ฑฐ๋ž˜์ผ ์—ฐ์† ์ƒ์Šน! ์›๊ฐ€ ์ธก๋ฉด์€ ์—ฌ์ „ํžˆ '๋œจ๊ฒ๊ฒŒ ํƒ€์˜ค๋ฅด๋Š”' ๋ฐ˜๋ฉด ์ˆ˜์š” ์ธก๋ฉด์€ ๋ฐ”ํ†ต์„ ์ด์–ด๋ฐ›๊ธฐ ์–ด๋ ค์›Œ [SMM ๋…ผํ‰]
๋งˆ๊ทธ๋„ค์Š˜ ๊ฐ€๊ฒฉ 3๊ฑฐ๋ž˜์ผ ์—ฐ์† ์ƒ์Šน! ์›๊ฐ€ ์ธก๋ฉด์€ ์—ฌ์ „ํžˆ '๋œจ๊ฒ๊ฒŒ ํƒ€์˜ค๋ฅด๋Š”' ๋ฐ˜๋ฉด ์ˆ˜์š” ์ธก๋ฉด์€ ๋ฐ”ํ†ต์„ ์ด์–ด๋ฐ›๊ธฐ ์–ด๋ ค์›Œ [SMM ๋…ผํ‰]
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CATL ํšŒ์žฅ: ์ค‘๊ตญ ์ƒ๋ฐ˜๊ธฐ ์‹ ์—๋„ˆ์ง€์ฐจ ํŒ๋งค 740๋งŒ ๋Œ€ ๋ŒํŒŒ, ๋ฐฐํ„ฐ๋ฆฌ ์ƒ์‚ฐ ์ •๋ฐ€์„ฑ ๊ฐ•์กฐ
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CATL ํšŒ์žฅ: ์ค‘๊ตญ ์ƒ๋ฐ˜๊ธฐ ์‹ ์—๋„ˆ์ง€์ฐจ ํŒ๋งค 740๋งŒ ๋Œ€ ๋ŒํŒŒ, ๋ฐฐํ„ฐ๋ฆฌ ์ƒ์‚ฐ ์ •๋ฐ€์„ฑ ๊ฐ•์กฐ
๋” ๋ณด๊ธฐ
CATL ํšŒ์žฅ: ์ค‘๊ตญ ์ƒ๋ฐ˜๊ธฐ ์‹ ์—๋„ˆ์ง€์ฐจ ํŒ๋งค 740๋งŒ ๋Œ€ ๋ŒํŒŒ, ๋ฐฐํ„ฐ๋ฆฌ ์ƒ์‚ฐ ์ •๋ฐ€์„ฑ ๊ฐ•์กฐ
CATL ํšŒ์žฅ: ์ค‘๊ตญ ์ƒ๋ฐ˜๊ธฐ ์‹ ์—๋„ˆ์ง€์ฐจ ํŒ๋งค 740๋งŒ ๋Œ€ ๋ŒํŒŒ, ๋ฐฐํ„ฐ๋ฆฌ ์ƒ์‚ฐ ์ •๋ฐ€์„ฑ ๊ฐ•์กฐ
CATL ์ฉก์œ„์ทฌ ํšŒ์žฅ์€ 2026 ์„ธ๊ณ„ ๋™๋ ฅ ๋ฐฐํ„ฐ๋ฆฌ ์ปจํผ๋Ÿฐ์Šค ์˜์ƒ ์ถ•์‚ฌ์—์„œ ์˜ฌํ•ด ์ƒ๋ฐ˜๊ธฐ ์ค‘๊ตญ ์‹ ์—๋„ˆ์ง€์ฐจ ํŒ๋งค๊ฐ€ 740๋งŒ ๋Œ€๋ฅผ ๋„˜์–ด์„ฐ๊ณ , ์‹ ์ฐจ ์ถœ์‹œ๊ฐ€ 600์ข… ์ด์ƒ์œผ๋กœ ํ•˜๋ฃจ ํ‰๊ท  3๋Œ€์— ์œก๋ฐ•ํ•œ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. ๋ชจ๋‘๊ฐ€ ์†๋„, ์‚ฌ์–‘, ๊ฐ€๊ฒฉ์œผ๋กœ ๊ฒฝ์Ÿํ•˜๋ฉฐ ๊ฐœ๋ฐœ ์ฃผ๊ธฐ๋Š” ์ ์  ์งง์•„์ง€๊ณ  ์žˆ๋‹ค. ๊ทธ๋Š” ๋™๋ ฅ ๋ฐฐํ„ฐ๋ฆฌ๋Š” ๊ทน๋„๋กœ ๋†’์€ ์ •๋ฐ€๋„๊ฐ€ ์š”๊ตฌ๋˜๊ณ  ์˜ค์ฐจ ํ—ˆ์šฉ ๋ฒ”์œ„๊ฐ€ ๋งค์šฐ ๋‚ฎ๋‹ค๊ณ  ์ง€์ ํ–ˆ๋‹ค. ์–‘์‚ฐ ๊ณผ์ •์—์„œ๋Š” ๋ชจ๋“  ์ž‘์€ ๋ฌธ์ œ๊ฐ€ ์—ฌ๋Ÿฌ ๋ฐฐ๋กœ ํ™•๋Œ€๋˜๋ฏ€๋กœ ์„ค๊ณ„ ๋‹จ๊ณ„๋ถ€ํ„ฐ ๋ชจ๋“  ๊ณต์ •๊ณผ ๋ชจ๋“  ํŒŒ๋ผ๋ฏธํ„ฐ๋ฅผ ์—„๊ฒฉํžˆ ํ†ต์ œํ•˜๊ณ , ์ด์ƒ ์ง•ํ›„๋ฅผ ์‚ฌ์ „์— ์‹๋ณ„ํ•˜๋ฉฐ, ํ’ˆ์งˆ ๋ฌธ์ œ์— ๋Œ€ํ•ด ๋ฌด๊ด€์šฉ ์›์น™์„ ์ ์šฉํ•ด์•ผ ํ•œ๋‹ค๊ณ  ๊ฐ•์กฐํ–ˆ๋‹ค.
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Li Bin: It is estimated that nearly 20 million new energy vehicles wil - Shanghai Metals Market (SMM)