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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