Broker analysts say a consumption tax on lithium batteries was widely anticipated and industry expects limited impact. Battery cell prices are about 0.35–0.40 yuan/Wh; a 2% consumption tax would add roughly 0.007–0.008 yuan/Wh. A 2–4% tax range corresponds to an equivalent 12,000–25,000 yuan/ton effect on lithium carbonate. Lithium carbonate prices have been rising and orders remain supply-constrained, so the tax’s incremental burden is small. For end buyers, a 2–4% levy would raise per‑vehicle costs by only a few hundred yuan, well below prior lithium-driven cost swings. CPCA secretary-general Cui Dongshu said the move signals that “parity between oil and electricity” is being established; together with earlier purchase‑tax cuts and the removal of vehicle-and-vessel tax exemptions, the sector’s tax preferences are being phased out.(金十数据)