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Saying that new energy vehicles are the most popular industry at present, I believe no one will question them. After all, policy overweight, abundant funds, and stock appreciation are undoubtedly a piece of "fat meat". In terms of details, the lithium battery industry chain can be described as making a lot of money.

Indeed, compared to the abstract concepts of autonomous driving and intelligent cockpit, lithium batteries are at least an indispensable part of new energy vehicles, truly reflecting the value between sales volume and profit and revenue.

However, lithium battery is ultimately a manufacturing industry, and there is not much room for improvement, which is related to its value.

Component companies do not care about the level of technology, and the essence is not much different from automotive component companies. "If the quantity is small, there may still be room for negotiation, but in the long run, it is not a loss trading.". It's like going to the vegetable market, even if a handful of scallions has room for bargaining. If it's calculated by ton, is it a gain or a loss?

However, lithium battery factories have a relatively low cost, currently climbing to the leading position, and have not fully developed their capabilities. Imagine supplying some of them to traditional manufacturers for battery production release, thus monopolizing the orders of some external suppliers. As the core component of pure electric vehicles, automotive giants cannot be controlled by others. Even TSLA, which has excelled in new energy vehicles, has been working on battery research and development projects.

There are many new energy vehicles now, competing for nothing more than appearance and technology. If some car manufacturers develop their own battery technology, the development of pure lithium battery manufacturers will become weaker and weaker, and ultimately, they can only start from "quantity". Judging from the rising trend of lithium battery stock prices in the past two months, lithium batteries are scarce and have encountered a period of "lack of core", so major automotive manufacturers are scrambling to increase prices to purchase.

In addition to hardware, the most attractive aspect of new energy vehicles is also their intelligence. When it comes to intelligence, the most talked about are autonomous driving and intelligent cockpit driving. In other words, putting software in a car to compete with each other, clearly something that can be accomplished with a single software operating system, requires a whole lot of fancy. Although TSLA is highly controversial among automotive companies around the world, it is undeniable that they have been very successful in these two areas. This year, major cars are also continuously maturing and optimizing on the basic function of automatic parking. Although there are lasers, the maturity of automatic driving cannot be used as a criterion for judging.

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