December 31 was the day when the Party declared its defeat again.
The price of Tesla Model 3 and Model Y models was raised again, and the price of the Model 3 rear-wheel drive version was adjusted to 265,000 yuan, up 10,000 yuan from before.
The price of the Model Y rear-wheel drive version was adjusted to 301,000 yuan, up 21,088 yuan from the previous one, which means that all model Y series have no chance of subsidies for new energy vehicles.
Fingers crossed, this is already the third "price increase" of Tesla in the near future. In recent months, Tesla has frequently raised prices for its products. On November 21, the price of Tesla Model 3 rear-wheel drive version was raised by 15,000 yuan to 250,900 yuan, and three days later, on November 24, the price of the Model 3 rear-wheel drive version was raised by 4752 yuan to 255652 yuan, and the Model Y rear wheel drive version was also raised to 280,752 yuan.
Brother Understand also wrote an article for this purpose, interested people, you can see the "unexpected, I cut Tesla two waves of leeks in reverse" article.
Who would have thought that Tesla, which used to cut leeks, has now become a "wealth management product". Holding the 235,000 version of the model 3 in his hand, the brother is really dark in his heart, and now he wants to buy the model 3 configured with the same version as me, which is 30,000 yuan more expensive.
If I sell my Model 3, which I ran 8,000 kilometers, I can even make a small profit. Because the model 3 that can be bought now is not only much more expensive, the acceleration has become slower (5.6 seconds to 6.1 seconds), and the most critical thing is that the waiting cycle is too long, and now it is decided that the fastest and fastest will take 3 months to start.
According to the official website, the model 3 and Model Y are expected to be delivered in 12-16 weeks (about 3-4 months), and it is now the end of the year, and everyone wants to have a car during the New Year. Tesla's wave of price increases + waiting for a long period of time has really risen a wave for its own second-hand car market.
In response to this price increase, Tesla has not given a response, but do not think about it, it must be related to the decline of the national new energy promotion subsidy, of course, it is also related to the rise of raw materials.
Let's analyze one point at a time, first of all, about the decline of new energy subsidies. According to the ministry of finance, the ministry of industry and information technology, the ministry of science and technology, the development and reform of the four departments jointly issued, the 2022 new energy vehicle subsidy standard will be reduced by 30% on the basis of 2021, and it is clear that the new energy vehicle subsidy will be terminated on December 31, 2022, and the vehicles licensed after December 31 will no longer be subsidized.
Therefore, after the subsidy for new energy vehicles declines, car companies will increase the price of their products, and consumers need to spend more money to buy new energy vehicles. For the simplest example, the current Model 3 after-engine version is sold for 265,652 yuan after subsidy, while the pre-subsidy price is 276,740 yuan, which means that the subsidy is 11,088 yuan. If the subsidy for new energy vehicles is completely reduced, the difference of 11,088 yuan needs to be borne by our consumers themselves.
In terms of raw materials, the factors of chip shortage are not much to say, and everyone knows. Another important reason is that the cost of raw materials for batteries has risen, no, it should be said that it has skyrocketed. Lithium carbonate is one of the necessary raw materials for lithium battery production, and the tight supply and demand for lithium carbonate also directly leads to higher prices. According to CCTV financial reports, the current average price of lithium carbonate has jumped from 50,000 yuan per ton at the beginning of the year to 274,000 yuan per ton today, up more than 5 times. In the future, the lithium carbonate market will still maintain a tight supply state, and the industry supply growth rate is far from meeting the market demand, but with the new production capacity being put into production, it is expected to ease in the second half of the year.
Write to the end
If you really want to buy Tesla, I understand that brother suggests that you should wait and see a wave at present, and then wait for the supply of chips and battery raw materials in the second half of the year, and then buy it is not too late. After all, Tesla's pricing strategy after this period of time, everyone is basically clear, the cost rises it will rise, the cost will fall.
Of course, it is also necessary to take into account the time node that on December 31 this year, the automotive new energy subsidy will completely decline, and everyone must look at the timing.