近日，据报道，瑞银最新研报分析，锂、铜、铝等原材料及存储芯片价格的大幅飙升，可能将影响 新能源汽车行业。 从现状看，碳酸锂无论是期货还是现货价格都在高位震荡，1月23日期货价高位触及18.2万元/吨， 创下近2年高点。数据显示，国内电池级碳酸锂现货价格从2025年1月第一个交易日的7.57万元/吨飙升 至2026年1月第一个交易日的17.5万元/吨，或对正在持续增长的新能源汽车行业带来一定的成本压力。 压力传导带来风险 在电池级碳酸锂价格上涨的同时，铝和铜的价格也在悄然飙升。 有国外机构研报分析，一辆典型的中型智能电动汽车约需200公斤铝和80公斤铜。在截至2026年1月 的三个月内，单车铝成本增加了600元，而同期铜成本增加了1200元。 此外，汽车应用领域的DRAM存储芯片价格在三个月内暴涨了180%，令人始料未及。据悉，车用 DRAM存储芯片主要应用于自动驾驶处理器、车载娱乐系统及实时车辆控制网络等领域。根据车辆智能 化水平的不同，成本范围差异较大。有参考数据显示，在本轮价格上升前，一辆具备一定智能水平的新 能源汽车，DRAM组件成本通常约为100美元。而在当前价格上涨后，该成本已增加至每辆车2000元 ...

Group 1 - The core viewpoint is that Jinfu Technology is actively advancing in the fields of new energy vehicles and robotics, leveraging its technological expertise and strategic positioning [1] - Jinfu Technology's subsidiary, Suzhou Yingshuo, has successfully supplied automotive graphene heating pads to the ZunJie model, enhancing product recognition and quality [2] - The global thermal management market is projected to grow from approximately $2.972 billion in 2021 to $3.776 billion by 2025, with a compound annual growth rate of 14.20% [2] Group 2 - The commercialization of the robotics industry is entering a new phase, with significant capital expenditure expected as leading domestic robot manufacturers accelerate their capital processes [3] - Jinfu Technology's subsidiary, Maizhi Technology, is collaborating with a Shanghai university in the field of industrial automation and multi-legged robots, focusing on robot detection and secondary development [3][4] - The timing of Jinfu Technology's entry into the Yushu Technology supply chain is seen as precise, as the industry is at a critical stage of "technology validation + scenario refinement" [4]