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According to the latest report from UBS Investment Bank, China's electric vehicle industry will face three major challenges in 2026: rising prices of metal raw materials, shortages of memory chips, and policy phase-outs. Specifically, the price of lithium carbonate surged from RMB 75,000 per ton in early 2025 to RMB 174,000 per ton in January 2026, while prices of metals such as aluminum and copper also rose sharply. Regarding memory chips, driven by the soaring demand for AI computing power, the price of automotive-grade DRAM chips surged by 180% within three months. Coupled with policy adjustments such as halving the purchase tax on new energy vehicles, the manufacturing cost of mid-sized intelligent electric vehicles is expected to spike by RMB 4,000 to RMB 7,000, potentially compressing industry profit margins by 5%-8%.
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