Recently, the subsidy for new energy vehicles in 2022 has declined by 30%, and the price of new energy vehicles such as Tesla has risen and the premium has changed, which has aroused widespread concern. The reporter learned that a few days ago, the Ministry of Finance and other four departments jointly issued the "Notice on the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles in 2022", and the subsidy standard for new energy vehicles in 2022 will be reduced by 30% on the basis of 2021. In addition, the China Insurance Industry Association has officially released the "Exclusive Clauses for Commercial Insurance for New Energy Vehicles (Trial)" on its official website. At present, what is the situation of the new energy vehicle market? The poster reporter visited a number of new energy vehicle 4S stores.
The premium of new energy vehicles rose from 8,000 yuan to 14,000 yuan?
Insurance Commissioner: It is an individual case, and the insurance of new energy vehicles has indeed floated
On December 27, 2021, since the launch of new energy special car insurance, many new energy car owners have found that their car premiums have increased significantly. On the day of the launch, a Tesla owner posted a quotation calculated in an insurance company system, the same Tesla Model Y model, the premium rose from 8,000 yuan to 14,000 yuan, an increase of 80%. After this problem caused a heated discussion, various insurance companies responded that "it is an isolated case, and the premiums of new energy models have risen but are not so exaggerated." ”
Insurance industry professionals told reporters that Tesla's 80% premium increase does exist, but it is a case and not a common phenomenon. The quotation for the renewal of the vehicle in the second year will be combined with the number of accidents and insurance in the previous year, and the price increase is not a single because of the captive insurance, but the premium of new energy vehicles this year has indeed increased compared with last year, but there are also a small number of new energy vehicles Whose premium prices have hardly fluctuated.
In this regard, the poster news reporter also asked a number of 4S stores for verification. The response was that different insurance companies and different models had slightly different gains. "BMW new energy vehicle iX3, the premium increased by at least 1,000 yuan compared with last year, because the new energy vehicle insurance, more complete than the original insurance project, the insurance cost is definitely expensive, fuel vehicle premiums have also risen, but compared to new energy vehicles The increase is not so obvious." BMW 4S store staff told reporters that the premium of new energy vehicles in the store has shown an upward trend around October 2021.
Unlike BMW new energy vehicles, the premium price of a small number of new energy vehicles has hardly fluctuated. Xiaopeng Automobile Sales told reporters that its hot-selling model Xiaopeng P5 premium has not increased significantly compared with 2021, as of now, the vehicle premium price is the same as in 2021, still around 5,000 yuan.
Subsidies decline, chip shortages, raw materials rise...
In the future, will the price of new energy vehicles continue to rise?
In April 2020, the Ministry of Finance and other four departments issued the Notice on Improving the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles, which clearly extended the implementation period of the financial subsidy policy for the promotion and application of new energy vehicles to the end of 2022. In principle, the subsidy standards for 2020-2022 will be reduced by 10%, 20% and 30% respectively on the basis of the previous year. Vehicles licensed after 31 December 2022 will no longer be subsidized. The Notice clarifies the subsidy standards for vehicle products of different types and different fields, which will be implemented from 1 January 2022.
The poster news reporter visited a number of car companies 4S stores and found that after the subsidy declined, most of the related costs needed to be borne by consumers themselves, that is to say, the total price of consumers' car purchases was higher than in previous years. Before New Year's Day, Tesla has taken the lead in announcing price increases. On December 31, 2021, Tesla's official website in China showed that the price of the Model 3 rear-wheel drive version was adjusted to 265,652 yuan, an increase of 10,000 yuan compared with the previous price; the price of the Model Y rear wheel drive version was adjusted to 301,840 yuan, an increase of 21,088 yuan compared with the previous price. "State subsidies have been falling, state subsidies have decreased, so when consumers actually buy, the money spent is more, plus raw materials may also rise, like batteries, chips Prices have been rising, its cost will come up, then the price of the car will definitely rise." Tesla sales told reporters.
"All the prices are after the state subsidy, such as The An S Plus, the Aian V Plus, these cars are definitely going to increase the money." Gaqi An'an sales said that the price of new energy vehicles will definitely increase, but the specific amount of increase is not clear.
The reporter also learned from faw-Volkswagen staff that from January 1, 2022, the official guidance price of FAW-Volkswagen new energy vehicle ID.4 PRO rose from 237,400 yuan to 242,800 yuan. "From January 1, the guidance price of ID.4 PRO is 242800 yuan, no matter how low the price is bought, it will add 5400 yuan." FAW-Volkswagen staff said.
"The national supplement officially retreated, Xiaopeng opened the insurance activity, before January 10, Xiaopeng Automobile will continue the new energy subsidy policy in 2021, and the follow-up company will adjust according to the relevant policies." Xiaopeng Automobile staff told the poster news reporter that before 24:00 on January 10, 2022, the order to buy a car can enjoy a maximum subsidy of 5900 yuan.
Wang Bo, general manager of Xinyi Data, said that the impact of subsidy decline on the new energy vehicle market is minimal, but the recent increase in the production cost of chips, batteries and other vehicles will bring certain pressure to new energy vehicle manufacturers. "Subsidy decline is actually not happening now, every time the slope is withdrawn, in fact, the price of the car may rise a little, and the subsidy decline will not have much impact on the user's demand will, basically it is minimal." For a long time in the future, new energy vehicles, especially pure electricity and intelligent electric vehicles, will grow very fast and will show a trend of continuous popularization. Wang Bo told reporters that price increases are a challenge for automobile manufacturers, on the one hand, the reduction of state subsidies, on the other hand, the impact of the epidemic, the cost of raw materials such as batteries and chips has risen, and the pressure on them may be greater than the decline of subsidies. Many car companies are adjusting prices, in fact, they are responding to the pressure of rising costs, which may last for half a year to a year.
How will the new energy vehicle market develop?
Experts: The rapid development of new energy vehicles has become a trend, and in the long run, prices will be reduced
According to the statistics of the China Association of Automobile Manufacturers, from January to November 2021, the production and sales of new energy vehicles reached 3.023 million units and 2.99 million units, respectively, an increase of 1.7 times year-on-year. New energy vehicles accounted for 12.7% of automobile sales. From January to November 2021, the production and sales of pure electric vehicles increased by 1.8 times and 1.7 times year-on-year, respectively; the production and sales of plug-in hybrid vehicles increased by 1.3 times and 1.4 times year-on-year, respectively; and the production and sales of fuel cell vehicles increased by 23.0% and 16.0% respectively year-on-year. China's total automobile sales in 2022 are expected to be 27.5 million units, an increase of 5.4% year-on-year, of which new energy vehicle sales will be 5 million units, an increase of 47% year-on-year. By 2025, China's auto market is expected to reach about 30 million vehicles. New energy vehicles have become the highlight and new growth point of automobile consumption and even the entire consumption, maintaining a compound growth rate of 60% since 2015.
"The penetration rate of new energy vehicles in first-tier cities such as Beijing, Shanghai, Guangzhou, and Shenzhen is close to 20%, and the penetration rate of new energy vehicles in second- and third-tier cities has reached about 10%, and this data is still rising, and the representative of Shanghai in first-tier cities has exceeded 40% in November 2021, and the penetration rate refers to that 40 of every 100 vehicles are new energy vehicles." Wang Bo said that next year or some time in the future, new energy, especially pure electric intelligent electric vehicles, the overall growth rate will still be very fast, and the future will maintain a state of rapid growth and continuous popularization.
"2021 is a watershed year for the electric vehicle industry, people are familiar with Audi, Mercedes-Benz, BMW, Toyota and many other car manufacturers invested heavily in the production of batteries and new energy vehicles, automobile manufacturers have identified the next step, the demand for electric vehicles will become larger and larger, and the proportion of fuel vehicles will be less and less." Dai Ruquan, a professor of vehicle engineering at Shandong Jiaotong University, said that from 2035 to 2040, the output of electric vehicles will reach 50% of the total production of automobiles, and the higher the output of automobiles, the lower the cost, and with the continuous improvement of technology and the continuous increase of production, the cost of batteries will continue to decrease. "In addition, whether it is the motor or the control system of the car, the overall cost is on a downward trend. For example, the price of computers is constantly falling. From these aspects, in the future, the price of new energy vehicles will definitely be reduced. ”
Source: Volkswagen Poster News Reporter Li Jinshan Zhang Haizhen