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Fig. 1 shows the global sales of EVs, including battery electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs), as reported by the International Energy Agency (IEA) [9, 10].Sales of BEVs increased to 9.5 million in FY 2023 from 7.3 million in 2002, whereas the number of PHEVs sold in FY 2023 were 4.3 million compared with 2.9 million in 2022.
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Our studies focus on the listed firms of new energy batteries as the focal firm of NEV supply chains. The upstream suppliers of new energy batteries include mainly an anode, cathode, electrolyte, and separator. The cost of the anode is up to 30% to 40%, cathode, electrolyte and separator are 20% to 25%, 15% to 20%, and 5% to 10% respectively.
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The most direct impact of these increases of prices of raw material is the rise in battery costs, which leads to the decline in profits of battery manufacturers, and some small and medium-sized battery manufacturers have gone bankrupt due to this situation, resulting in a broken capital chain, thus affecting the overall development of the battery industry.
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