Tesla(US:TSLA) 3 6 Ke·2025-09-02 05:36Core Insights - The high cost of battery replacement for electric vehicles (EVs) is creating significant challenges for early adopters, with replacement costs often exceeding the vehicle's residual value [1][2][3] - The number of out-of-warranty EVs is projected to rise sharply, reaching 720,000 by 2032, indicating a growing issue for EV owners [1] - The complexity and high costs associated with battery production and maintenance are driven by raw material prices, manufacturing processes, and limited repair options [4][5][6] Group 1: Battery Replacement Costs - Owners of early Tesla models face replacement costs ranging from 12 to 22 million yuan, while the resale value of these vehicles is significantly lower, creating a financial dilemma [2][3] - The average cost of battery packs for various EV models can be as high as 98.72% of the vehicle's price, highlighting the disproportionate cost of battery replacement [3] - The cost of battery replacement is not decreasing despite falling lithium prices, indicating underlying complexities in the supply chain and production costs [5] Group 2: Repair and Maintenance Challenges - The design of many EV batteries, such as Tesla's 4680, limits repairability, forcing owners to replace entire battery packs rather than repair them [6] - The lack of widespread third-party repair options for EV batteries further exacerbates maintenance costs, contrasting sharply with the extensive network available for traditional fuel vehicles [6] - Warranty policies often leave owners with significant out-of-pocket expenses once the warranty period expires, contributing to the overall high maintenance costs of EVs [6] Group 3: Industry Response and Developments - The domestic battery recycling system is gradually improving, with over 10,500 service points established and a comprehensive management platform for battery lifecycle tracking [7] - Companies are exploring new service models and training technicians to enhance battery maintenance capabilities, while battery manufacturers are investing in the development of longer-lasting batteries [9] - The increasing penetration of EVs in the market, now exceeding 50%, underscores the urgency for solutions to the high costs associated with battery maintenance [8]