中国电动车税收优惠即将减少，电池抢购战打响

Race for Batteries as China’s EV Tax Perks Fade
中国电动车税收优惠即将减少，电池抢购战打响

As China’s new energy vehicle (NEV) purchase tax incentives shrink next year, automakers are rushing to secure batteries before the deadline. Sources say purchasing teams from major carmakers have flocked to CATL to lock in high-end, high-nickel batteries used in premium models like Nio ES8, Li Auto Li i8, and Xiaomi SU7 Ultra. Demand has overwhelmed even second-tier suppliers, with some factories running beyond full capacity. Meanwhile, global energy storage orders — especially from South America and the Middle East — are further straining supplies. Although CATL is expanding production, it faces a dilemma: meeting short-term demand now could risk excess capacity if EV sales slow next year.

由于中国新能源车购置税优惠明年将下降，各大车企正赶在年底前抢购电池。包括蔚来、理想和小米在内的车企纷纷前往宁德时代洽谈高端电池产能。一些二线厂商的生产线已满负荷运转。与此同时，来自南美和中东的储能电池订单激增，进一步挤压动力电池供应。宁德时代虽在扩产，却担忧若明年市场放缓，过度产能将成负担。

宁德时代电池