⚠️ Alert | Entire Supply Chain Under Pressure, Shortage and Price Surge of Core Charging Pile Materials Hit, Module and Whole Machine Prices to Rise, Inventory and Quotations Must Be Tightened
Recently, the global supply chain of bulk commodities and electronic components has continued to fluctuate. Prices of basic metals such as copper and silver have fluctuated at high levels, and PCB copper-clad laminates, electronic cloth, and copper foil have been in short supply and rising in price for a long time. This has directly spread to all core components of charging piles, including charging modules, main control boards, charging gun cables, cooling fans, copper bars, and high-voltage harnesses. The production cost of whole machines continues to rise, and the industry's price increase window has officially opened. Among them, the upstream material gap of high-power charging modules is the largest, and the price increase range may lead the whole category. Here, combined with global supply chain information, we will fully analyze the underlying logic of this round of price increases and simultaneously analyze the adjustment plans for inventory preparation and quotation control.
