[11.25 Lithium Express] EU plans to achieve power battery self-sufficiency by 2025 * Ford Motor cost reduction

[EU plans to achieve battery self-sufficiency by 2025] European Commission Vice President Maros Sefkovic (Maros Sefcovic) said on Tuesday that by 2025, the EU could produce enough batteries to power its fast-growing electric vehicles without having to rely on imported batteries.

With the increase of the input proportion of new energy vehicles, strengthening the self-research and self-production of core components has gradually become a new focus of the mainframe factory. Recently, Jim Farley (Jim Farley), president and CEO of Ford Motor Company, said publicly: "with the increase in sales of pure electric models, Ford is now considering producing its own batteries."

[the trend of intensive investment electrification in the field of electric vehicles in Europe is expected to accelerate] at present, Europe is taking unprecedented measures to eliminate traditional fuel vehicles and greatly increase investment in electric vehicles. Under the background of EU restriction + incentive policy, Europe has become the most important new energy vehicle consumption market in the world. Driven by the increase in policy and heavy investment by enterprises, the process of electrification in Europe is expected to accelerate again, and the relevant domestic suppliers are looking forward to ushering in opportunities. Some analysts say that as many as 500GWh battery cells will be needed to meet the EU's environmentally friendly car targets, which means that EU battery capacity will be expanded to at least 10 times what it is today.

[lithium iron phosphate leader German Nano is expected to add 30,000 tons of production capacity next year and its share price will rise 1.5 times in February] the price of lithium iron phosphate has risen, and the industry leader German Nano has been sought after in the secondary market, and its share price has risen nearly 1.5 times over the past two months. According to insiders, the company's capacity utilization is nearly saturated and is hoping to reach production capacity in the first quarter of next year, which is expected to release 30,000 tons of new capacity.

[Nippon Electric Chairman Yongshou Shouxin: the price of electric vehicles will be reduced to the present one in 2030.] recently, the chairman of Nippon Electric Power Co., Ltd., which occupies the first place in the global market share in many motor categories, said that by 2030, the price of electric vehicles will fall to 1/5 of the current level. As the battery, motor and electronic control, that is, the "three electricity system" accounts for about 50% of the production cost of electric vehicles, how to reduce the related costs has become the key to whether the price of electric vehicles can be reduced. Under the background of strengthening environmental protection restrictions all over the world, electric vehicles will account for more than 50% of the new car market around 2030, and the breaking and scale effect of industry monopoly will promote a sharp decline in car prices.

[GM: battery chemistry technology is about to make a breakthrough] General Motors said that battery chemistry technology is about to make a breakthrough, and this development will not only significantly reduce the price of electric vehicles, bring it into line with the cost of gasoline-powered models within five years, but also increase the range of each charge to 450 miles.