Recently, the impression left by new energy vehicles is very general, and the rise in premiums alone is unpleasant. And in 2022, if you want to buy a new energy vehicle, it may also secretly rise by thousands of dollars.
Isn't it to buy a car, how can there be more and more things?
This kind of gratuitous end is not that the car company wants to cut leeks, but the new energy subsidy has declined, and the corresponding price difference is reflected in the terminal price.
Of course, this will certainly not be related to all models, such as more than 300,000 cars without subsidies at all
However, most people still have to live, and the cars that can get subsidies are usually the type of car that everyone cares about the most.
The "2022 New Energy Vehicle Subsidy Policy" makes it clear that the subsidy in 2022 will decline by 30% compared with 2021, and announce the withdrawal of subsidies by December 31, 2022.
Although the subsidy decline is a natural and well-known thing.
But when car companies have different countermeasures for this, they still make consumers who hold coins to buy stunned: This difference in price, I still have to bear?
First, let's see if the subsidy decline has a big impact on car prices.
In fact, the new energy vehicle subsidy should be withdrawn in the 2020 plan, and later considering the epidemic and other reasons, the state decided to extend the subsidy to 2022, but it had to reduce the subsidy amount by 10%, 20% and 30% every year.
So this year, the subsidy amount has been discounted by 30% off:
1. The subsidy for pure electric vehicles with a range of 300km (inclusive) to 400km is 0.91 million yuan (13,000 yuan last year).
2. The subsidy for models with a range of more than 400km (inclusive) is 12,600 yuan (18,000 yuan last year).
3. Plug-in hybrid passenger cars (including range extenders), NEDC pure electric mileage of more than 50km (inclusive) subsidies of 0.48 million yuan (0.68 million yuan last year).
In other words, the subsidy for a pure tram can be reduced by up to 5400 yuan, and even if it is a qualified plug-in model, the subsidy must be reduced by 2000 yuan.
Within 300,000, with an endurance of more than 400KM, pure trams that meet the requirements I screened it, there are more than 140 models... It is reasonable to say that the price of these cars after subsidies should be increased by 5400 yuan.
How can a budget-conscious person tangle in 5400 pieces? Just this 5400 pieces, can be filled with electricity many times!
For example, Tesla, stepping on the point of December 31, 2021, adjusted the price: the price of the domestic Model Y rear-wheel drive version model was 301,840 yuan after subsidies, up 21,088 yuan; the model 3 rear wheel drive version was priced at 265,652 yuan after subsidies, up 10,000 yuan.
Tesla's pricing is determined by the unified accounting of the cost department, so this wave of price increases is definitely related to the decline of subsidies in 2022.
In fact, Tesla price changes I think has little impact, people who want to buy will still buy, people who do not buy will continue to wait for the opportunity to start.
In addition, Tesla's price rise and fall is commonplace, but sometimes it will be scolded if it falls too much.
In addition to Tesla, like the Polar Star 2 in the past few days also increased in price, two single-motor models have risen, and more than 300,000 dual-motor long-endurance models the price remains unchanged. (Good guys, how many cars can't be sold in a year and dare to increase the price?) This is a broken jar broken ah)
In addition, according to the feedback, Nezha car sales staff: "The state subsidy is for consumers, the subsidy is reduced, and the price of our car will increase accordingly." If you let the company make up for this difference, it will be a challenge for us for a long time."
It can be seen from this that some car companies follow the subsidy policy, and if the subsidy is less, they will make up for it with the car price.
Of course, not all car companies do this.
Like Weilai and Xiaopeng, they are more humane and have introduced insurance policies, such as Weilai picking up the car before March 31, 2022 / Xiaopeng placed orders on January 1-10, 2022, and can still enjoy the subsidy standards in 2021.
This is to extend the tail of subsidies a little more, but also to rely on the year-end car buying boom to rush a wave of performance.
However, beyond this time node, whether the price can be maintained depends on whether the car company is "benevolent" enough.
After all, WEIO also announced the 2022 annual subsidy plan:
From January 1, users who paid a deposit to buy the WEIlai car series, the standard battery pack (75kWh) subsidy price was 11340 yuan, up 4860 yuan; the long-endurance battery pack (100kWh) subsidy price was 12600 yuan, up 5400 yuan.
You see, the 5400 pieces are right again!
There are also some car companies that choose "internal digestion" and prefer to "nibble" the price difference themselves, such as polar fox.
"For this 280,000-priced Polar Fox Alpha S, the subsidy of more than 5,000 yuan will not bring too much cost pressure."
There is a reason for Jihu's words, because Polar Fox Alpha S will replace the battery supplier from South Korea's SK to Ningde era this year, and the battery price of the latter is about 8,000 yuan cheaper.
How to say it? Subsidies are inevitable, depending on how the car companies respond.
Profitable, high gross profit car companies, may not have a big problem of internal digestion; on the contrary, for those whose profits are not high and their competitiveness is not too strong, they are more likely/can only choose to increase prices.
There is also a possibility that car companies will choose not to change the price, but will adjust the configuration accordingly to maintain the cost, to put it bluntly, it may reduce the allocation.
It is not excluded that some brands will choose the AA system, and car companies and car owners will each share half...
And this wave of decline may also bring about another screening.
New energy vehicles in the range of 100,000-150,000 are very sensitive to subsidies, not to mention the rise of 5,000, up 500 can dissuade many people.
But if it does not rise, it is a kind of forced pressure on car companies, such as if a car internally digests the difference of 5,000 yuan, assuming that selling 100,000 units involves a cost of 500 million yuan...
In addition, the entry-level model is actually quite annoying, its own price is close to the people, and it is difficult to digest internally, and then the price increase is ...
For example, Euler Black Cat, Changan Ben E-Star, Wuling NanoEV and other micro pure trams. The car is originally tens of thousands of pieces, which can account for more than 10% of the total car price in minutes, and the cost performance is greatly reduced.
In addition, many entry-level micro pure trams do not support fast charging, the endurance is not high, everyone will be more sensitive to price changes, in case it is not cost-effective, maybe turn around and buy a fuel car.
Therefore, the subsidy decline in 2022, it is estimated that more models will show their "true faces", under the pressure of price, do they have excellent product strength to persuade consumers to buy? Over time, there will be screening results.
After the subsidy, it should also be something that needs to be concerned.
In recent years, new energy vehicles have exploded intensively, and many people think that subsidies are also in recent years. In fact, our country has subsidized new energy vehicles since 2009.
Pinch your fingers, it's been 12 years. At present, the amount of subsidies has reached 147.8 billion, covering about 1.91 million vehicles!
The original intention of the new energy vehicle subsidy is to promote the development of China's new energy automobile industry, which is popularly said to be overtaking in curves and popularizing new energy vehicles. Although in 2016, it was exposed that new energy vehicles cheated on the door, several car companies maliciously cheated more than 1 billion yuan.
However, according to the current sales share of domestic new energy vehicles in the world and the speed of development, it is basically possible to achieve the expected goal, and leverage a huge scale market with 100 billion subsidies.
Many people will worry that the full cancellation of subsidies next year will not restore the new energy vehicle boom to flat?
Subsidies are one way to promote the development of new energy vehicles, but because it involves our wallets, it is more concerned. In fact, for car companies, there are also double points, carbon emissions to consider.
For consumers, more limited purchases, restrictions and other measures. Therefore, the cancellation of new energy vehicle subsidies in the future will not be decisive in the development of new energy vehicles.
However, the cancellation of subsidies is undoubtedly another major test for car companies. Taking BYD as an example, the net profit in 2020 reached 4.234 billion yuan, but the amount of new energy subsidies accounted for 2.3 billion yuan, becoming the majority of net profit revenue.
But then again, models like Wuling Hongguang MINIEV, which can sell explosively without subsidies, are typical examples (car profits are not much, but people earn money by selling points).
In the end, the most critical point must be to enhance the competitiveness of the model, continue to build the car under pressure, and focus on the product itself, which can fundamentally offset the impact of policy changes.
After all, a good car is a good price, how can you worry about no one buying it?