The recent decline in new energy subsidies, which brand has responded the most quickly? Tesla, like a rabbit wearing running shoes, announced that its two main sales models increased by 1-21,840 yuan as early as the subsidy fell, not only zero and tidy, but also far more than the 5400 yuan of many car companies.
As the head of Tesla, Musk has repeatedly publicly called for the cancellation of subsidies on social media, and when it comes to the decline, Tesla directly passes on the "loss" to consumers, and cuts a wave of "leeks" on the basis of the decline. I really did it, saying no, but the body was very honest.
Who is affected?
According to the new energy subsidy standards in 2021, pure electric vehicles: the price before the subsidy does not exceed 300,000 yuan can enjoy subsidies, the mileage is greater than or equal to 300km and less than 400km is subsidized by 13,000 yuan, and the driving range is greater than or equal to 400km. At the same time, plug-in hybrid passenger cars (including range extenders): enjoy a subsidy of 0.68 million yuan.
Under the double impact of the epidemic and the market, the state decided to extend the subsidy to 2022, but the subsidy amount was reduced by 10%, 20% and 30% every year.
That is to say, according to the standard of subsidy decline, the amount of subsidies that can be enjoyed in 2022 is 70% of the previous year. According to this calculation, a car will reduce the subsidy by up to 5400 yuan.
Since the subsidy declines, it is bound to affect the original terminal price. After visiting, regarding the subsidy part, some car companies directly include the subsidy in the car price, some dealers take the car purchase invoice to get it back, and some receive the subsidy and return it to the user's hands. Either way, subsidies will directly affect car buyers.
Therefore, on January 1, a number of car companies, including FAW-Volkswagen, GAC E-An, Nezha, Feifan and other car companies, announced that the terminal price of their models would rise, and the highest increase and the maximum reduction in subsidies were consistent with 5400 yuan. Looking back at Tesla's price increase, it is obvious that there is a suspicion of taking advantage of the opportunity to cut leeks.
In addition to the rising cost of car purchases for users, some car companies have been affected by the decline in subsidies. Musk, who has always claimed to propose the full elimination of subsidies, is actually not "making too much money".
Since 2013, Tesla has been able to get "subsidies" every time in the United States, whether it is building factories, increasing production or buying equipment. Even after Tesla's development and growth, its location depends on the strength of "subsidies". For example, in 2019, Tesla reached an agreement with the Shanghai Municipal Government to establish the first overseas gigafactory, with an incentive payment of 540 million yuan alone.
As for the domestic new energy subsidies, Tesla is also soft. According to previous disclosures, Tesla alone got 2.12 billion in 2020, which is the TOP 1 of subsidies that year. In the past, Tesla also sued the German and Canadian governments for subsidies, and all indications show that Musk loves "subsidies".
Today, Musk frequently calls for the cancellation of subsidies, but Tesla has basically passed the "precarious" stage and wants to suppress the development of other car companies by calling on governments to stop subsidies.
Looking at the domestic market, hot-selling models, high-end models (priced at more than 300,000) and low-end models (with a range of less than 300km) will basically not be affected by the impact of the decline. The most hit models, mainly within the scope of subsidies, the terminal price of 10-15 million yuan range of models, the original competition is very fierce, to ensure market share or to protect users, the two must give up one, resulting in reduced profit margins or market volume. In addition, the lower the terminal price of the model, the more obvious the impact will be.
Who pays?
Compared with traditional fuel vehicles, the main profit margin of new energy vehicles is mainly purchased for the first time. Because traditional fuel vehicles require daily maintenance, dealers can achieve sustainable "exhaustion and fishing". On the other hand, the little cost of new energy vehicles is difficult for car companies or dealers to see "oil and water", so most new energy vehicles are basically how much to sell at the guide price.
The question is, who will pay for the decline? To this end, Route 149 visited some new energy brands. In the process of visiting, from the words of the Nezha automobile sales staff, the impact of the decline can be clearly felt, and only after entering the door, they began to urge the purchase of cars, and clearly informed that the price increase began on January 1.
Of course, there are also brands that put forward "price insurance policies", and the Chinese people are known for the custom of driving cars before the Spring Festival. During the visit, Xiaopeng Automobile clearly informed that anyone who ordered during The period of January 1-10 can enjoy the non-refund policy. At the same time, in order to ensure that users can get full subsidies, Xiaopeng Automobile's software can be invoiced separately and not included in the total car price.
As for plug-in hybrid (including range extender) passenger cars, the reduction is smaller, and they can enjoy 0.48 million yuan according to the subsidy standard in 2022. Therefore, the overall terminal impact is not large.
It is worth mentioning that on December 31, 2021, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, the National Development and Reform Commission and other four ministries and commissions jointly issued the "Notice on the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles in 2022", which clearly stated that in order to maintain the good development momentum of the new energy vehicle industry, comprehensively consider factors such as the development plan of the new energy vehicle industry, the market sales trend and the smooth transition of enterprises, the 2022 new energy vehicle purchase subsidy policy was terminated on December 31, 2022, and december 2022 Vehicles licensed after the 31st will no longer be subsidized.
This means that 2022 will be the last year to implement the subsidy policy for new energy vehicles.