On December 31, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the National Development and Reform Commission jointly issued that the subsidy standard for new energy vehicles in 2022 will be reduced by 30% on the basis of 2021, and it will be clear that the subsidy for new energy vehicles will be terminated on December 31, 2022, and the vehicles licensed after December 31 will no longer be subsidized. This also means that consumers need to pay more to buy new energy vehicles, and the higher the cost of buying a car later, especially by 2023. In this regard, many consumers consider locking in the preferential treatment in advance in order to "spend less money", which also drives the sales of the new energy vehicle market at the end of the year.
There was only one show car left at the Xiaopeng booth
At a Xiaopeng service store in Sanlitun, Chaoyang District, Beijing, there is only one exhibition car in the huge exhibition hall, and 3 of the four exhibition cars in the original store have been sold at the beginning of the month and have not yet been replenished. The in-store service staff said that if you order a car now, you need to pick up the car until the next year, if you say that the subsidy will decline by 30% next year, and then buy a car next year, you will need to pay up to 5400 yuan. Gaqi Aean's sales staff said that from January 1, 2022, Aean LX will increase the price by 4,000 yuan, and it is best to place an order as soon as possible if it is determined to buy a car.
Tesla prices have risen
Just today, Tesla officially increased the price of its domestic models, of which the price of the Model 3 rear-wheel drive version was adjusted to 265652 yuan, up 10,000 yuan from before. The price of the Model Y rear-wheel drive version was adjusted to 301840 yuan, up 21088 yuan from the previous one. Tesla's official website states on the order page that the current product price is the starting price after subsidies, which is derived from the pre-subsidy starting price after deducting the estimated subsidy amount of new energy vehicles in 2022. If the price of the selected vehicle is higher than 300,000 yuan, it will not enjoy the above new energy vehicle subsidies, and the final subsidy amount shall be subject to the policy issued when the vehicle is delivered.
However, for models priced at more than 300,000 yuan, they are not affected, except for the replacement model. Ideal Auto sales staff said that because the new energy vehicle subsidy is only for models that were priced below 300,000 yuan before the subsidy, the policy change has little impact on its sales price.
The purchase of new energy in the next year will increase in price
Affected by the decline of new energy subsidies, the purchase of new energy vehicles will increase in prices after the year, and consumers hope to catch up with the "car" before the subsidy declines. According to the latest report of CCTV Finance, Mr. Liu, who lives in Beijing, has been getting the new energy vehicle indicator for more than half a year, during which he compared a number of models of many car companies, but has been hesitating. At the beginning of December, a salesman told him that the subsidy for new energy vehicles next year may be reduced and more costs need to be borne, which makes Mr. Liu finally make up his mind to buy a car in advance.
At a Xiaopeng service store in Sanlitun, Chaoyang District, Beijing, there is only one exhibition car in the huge exhibition hall, and 3 of the four exhibition cars in the original store have been sold at the beginning of the month and have not yet been replenished. The in-store service staff said that if you order a car now, you need to pick up the car until the next year, if you say that the subsidy will decline by 30% next year, and then buy a car next year, you will need to pay up to 5400 yuan.
At the WM Auto store in Beijing Hopson Hui Mall, the only remaining WM W6 in the store has been labeled as "this car has been sold". The store's sales staff said there are no vehicles available for sale.
Xiaopeng Automobile sales staff said that affected by the decline of new energy subsidies, the sales volume during this period is very hot, because the battery supply is insufficient, the production can not come, many stores even sell out the exhibition car, there is really no car, we are also very worried. "In addition to stopping booking models, the current acceptance of orders is generally 8 to 9 weeks.
Car companies have not chosen to raise prices
Previously, when the new energy subsidy fell, most car companies did not choose to increase prices, but helped consumers bear the cost of the decline. Nowadays, major brands will clearly increase the price of models, on the one hand, reflecting the confidence of car companies in the market, on the other hand, it is also related to the tight supply of power batteries and the increase in raw material prices. However, some brands have also introduced a limited-time insurance policy, that is, the price after the subsidy is still available before a specified date in 2022. The sales staff of a number of new energy vehicle stores said that if the specific policy of subsidy decline when picking up the car has not been implemented, it will still be paid according to the price before the decline, which does not mean that the current subsidy will be cancelled immediately from January 1.
As for the impact of subsidy decline on the market? In fact, the decline of new energy subsidies has been implemented many years ago. From the data point of view, the sales of new energy vehicles in 2019 fell slightly by 4%, in 2020 increased by 10% year-on-year, and the cumulative sales of new energy vehicles from January to November 2021 were 2.514 million units, an increase of 178.3% year-on-year. In the short term, the impact of the decline of new energy vehicle subsidies on the market is there, which will indeed reduce consumers' desire to buy new energy vehicles, but in the long run, the impact of subsidy decline on the new energy vehicle market is limited, and growth is still a major trend.
Cui Dongshu, secretary general of the Automobile Market Research Branch of the China Automobile Dealers Association, said that the impact of future subsidies on the development of new energy vehicles, or the promotion effect is greatly reduced, car companies should consider the direction of relying entirely on the market to promote the growth of new energy vehicles in the post-subsidy era, and increase the product charm of new energy vehicles.