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Goldman Sachs Alert: EV Price War Intensifies with 8.24% Discount Rate Peak
Goldman Sachs July 16 NEV weekly report shows dealer discount rates rising to 8.24% for EVs vs 21.46% for ICE vehicles, reflecting intense competition. 59 official price cuts occurred YTD with 8% average reduction. Upstream: battery-grade lithium carbonate at 64.5k RMB/ton (+3.7% WoW) while LFP and NCM battery prices remain flat. GS Factor Profile and M&A Rank tools reveal quantitative framework evaluating stocks through growth, financial returns, and valuation metrics.
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By Wall Street PodcastGoldman Sachs July 16 NEV weekly report shows dealer discount rates rising to 8.24% for EVs vs 21.46% for ICE vehicles, reflecting intense competition. 59 official price cuts occurred YTD with 8% average reduction. Upstream: battery-grade lithium carbonate at 64.5k RMB/ton (+3.7% WoW) while LFP and NCM battery prices remain flat. GS Factor Profile and M&A Rank tools reveal quantitative framework evaluating stocks through growth, financial returns, and valuation metrics.