比亞迪(01211.HK)王傳福:預計年底內地新能車滲透率可達35% 建議全面梳理碳酸鋰資源產能
比亞迪(01211.HK)(002594.SZ)董事長王傳福兼總裁在「第八屆中國電動汽車百人會論壇」上表示,今年3月份前半個月新能源滲透率已超過28%。新能源滲透率從去年1月的6%到12月高達22%,平均每個月提升1.3個百分點。按照去年行業變革速度來看,預計今年底內地新能源汽車滲透率可達35%。
王傳福指出,電池原材料價格爆漲是行業需要克服的挑戰,建議全面梳理碳酸鋰資源佈局和產能,增加內地開採量和海外的進口量,維護市場的供需,穩定價格預期,促進行業健康安全發展。安全是新能源汽車發展的基石,成本是需要面對的一項重要指標,當續航里程邁過一定門檻後,動力電池能量密度的重要性在降低,提出磷酸鐵鋰電池不含稀有金屬,在匹配社會資源承受度,應堅持將其作為正確的發展道路。(ta/s)
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