锂价上行、芯片供应趋紧、购置税调整，三重压力倒逼汽车产业链加速重构

Core Viewpoint - The automotive industry is facing a new round of development challenges due to the rising prices of lithium carbonate, tightening supply of automotive-grade storage chips, and adjustments in new energy vehicle purchase tax policies [1] Group 1 - The automotive industry is experiencing multiple pressures that are leading to a significant adjustment in the profit distribution across various segments of the automotive supply chain [1] - Industry experts indicate that these ongoing pressures are accelerating the restructuring and optimization of the automotive ecosystem [1]