Cui Dongshu of the China Transport Association published an article stating that the export price of lithium batteries fell 26% from 142,900 yuan in 2024 to 112,300 yuan in 2025, a drop of 21%. In 2026, the 105,000 yuan drop was 11%. Among them, the average price of batteries exported from China in July was 106,000 yuan, down 3% from the previous year. The price reduction after tax rebates were reduced in April-July was a significant improvement over last year. Recently, as the scale of production in the car market expands, PPI rises, upstream lithium carbonate costs rise, lithium battery export prices continue to drop, domestic battery prices have skyrocketed, the problem of car companies not making batteries is serious, and car companies' profits have continued to decline. Looking at the downward trend in profit margins in previous years, profits in the automobile industry have declined significantly recently. Due to the obvious advantages of new energy policies supported by the policy, since they do not make batteries and have no voice, the profit pressure on mainstream car companies will still increase dramatically. As the country's anti-domestic countervailing efforts continue to advance, the promotion effect on improving profits in the upstream industry is gradually improving, and downstream pressure continues to be strong.

Cui Dongshu of the China Transport Association published an article stating that the export price of lithium batteries fell 26% from 142,900 yuan in 2024 to 112,300 yuan in 2025, a drop of 21%. In 2026, the 105,000 yuan drop was 11%. Among them, the average price of batteries exported from China in July was 106,000 yuan, down 3% from the previous year. The price reduction after tax rebates were reduced in April-July was a significant improvement over last year. Recently, as the scale of production in the car market expands, PPI rises, upstream lithium carbonate costs rise, lithium battery export prices continue to drop, domestic battery prices have skyrocketed, the problem of car companies not making batteries is serious, and car companies' profits have continued to decline. Looking at the downward trend in profit margins in previous years, profits in the automobile industry have declined significantly recently. Due to the obvious advantages of new energy policies supported by the policy, since they do not make batteries and have no voice, the profit pressure on mainstream car companies will still increase dramatically. As the country's anti-domestic countervailing efforts continue to advance, the promotion effect on improving profits in the upstream industry is gradually improving, and downstream pressure continues to be strong.