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Battery prices rise, subsidies "price reduction", new energy vehicles can only increase prices next?

The price increase of new energy vehicles is not in the present, but in the future.

Electric vehicles can be said to have obtained a high-level debut script from the beginning, the general environmental trend, national policy support, global concept unification, the development of these years can be said to push electric vehicles to a prosperous era. The threshold for car manufacturing has become lower, more and more enterprises have entered the market, and entrepreneurs from all walks of life are optimistic about a market. Of course, these are inseparable from the support of policies for the domestic market, especially China's subsidy policy for new energy vehicles, before which there was also a wave of car companies relying on policies to earn a wave of dividends, some vigorously developed, and some withdrew from the historical stage and no longer participated.

Battery prices rise, subsidies "price reduction", new energy vehicles can only increase prices next?

And we know very well that the market is changing, and then the subsidy standard will fall by 30% in 2022. Specifically, it is divided into pure electric vehicles and plug-in hybrid passenger cars (including range extenders), pure electric vehicles have a mileage of more than 300 kilometers, and the subsidy subsidy will be reduced by 3900-5400 yuan, while plug-in hybrid passenger cars, NEDC working mileage ≥50 will be reduced by 2040 yuan. And in 2023, subsidies for new energy vehicles will be completely cancelled!

So does the withdrawal of the subsidy policy mean that the price of electric vehicles will increase?

At the same time, there is another problem, new energy vehicles are almost all batteries as the driving force, and most of the car companies that produce new energy vehicles are not self-sufficient, but need to purchase from major battery suppliers. At present, we know that Samsung SDI has increased its price by 8% in November this year, and LG's cylindrical battery will also increase by 10% in January 2022; for China, ningde times have not yet heard of the price increase plan, but the famous BYD will rise by more than 20% has been clearly announced.

Battery prices rise, subsidies "price reduction", new energy vehicles can only increase prices next?

So this may be the second important factor that the price of new energy vehicles will increase.

But we also know that this is not the "routine" of battery suppliers, but the form is forced, because the core raw material of lithium batteries, lithium resources, has increased the price significantly, so the cost of battery suppliers has increased, so the sales price of products is very reasonable.

Based on the above two factors, the price increase of electric vehicles can be said to be imperative. Of course, in response to price increases, many car companies have said that they will introduce some preferential policies to try to achieve the final purchase price that does not affect consumers, but it is clear that this can only solve the current, in the long run, no price increase Everyone has no way to live.

Of course, for consumers, it may be difficult to accept for a while, but from another point of view, this game of new energy vehicles and fuel vehicles will eventually have a winner, whether it is coexistence or difference, then what remains will be the quality and quality of very good car companies and models, so after the release of the competitive environment, in fact, the final benefit is us as consumers.

Battery prices rise, subsidies "price reduction", new energy vehicles can only increase prices next?

From the policy point of view, China has continued to subsidize for 12 years, giving new energy vehicles enough room for development, and it is time to let go of their hands and let them grow freely. Perhaps more fierce competition will stimulate qualitative changes in the quality and core of new energy vehicles, after all, if an industry has a long-term escort of external forces and cannot really develop, self-reliance may be able to truly tap the power that can successfully stand in this era.

So for the question of whether the price of new energy vehicles has increased, what do you think, welcome to leave a message to discuss together.

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