2021 for many electric vehicle manufacturers with business in the Chinese market, it can be said that it is very "sweet", this year, the domestic new energy vehicle sales represented by electric vehicles soared, the Chinese market annual new energy vehicle market sales of nearly 3.4 million, November the penetration rate of domestic new energy vehicles exceeded 20%, including Tesla, BYD, Weilai, Xiaopeng, Ideal and other brand sales continued to grow, the domestic new energy vehicle market is thriving! If you look forward to the domestic new energy vehicle market in 2022 according to the market situation in 2021, it is indeed full of hope and optimism, and the development of domestic new energy vehicles may continue to achieve a big breakthrough in this year.
However, when the time comes to the time slot where 2021 and 2022 intersect, domestic new energy vehicles have appeared in addition to the demand side, but there are some small variables, of which there are three more prominent problems, one is the price increase of power batteries; the second is the subsidy decline; the third is the subsidy for new energy vehicles. These three aspects, in essence, increase the cost of manufacturers to produce and sell electric vehicles, consumers need to bear more costs!
In the second half of 2021, many domestic power battery suppliers issued a price increase notice for power batteries, BYD has previously issued a notice, other battery suppliers are also following up, by the end of 2021, the price of lithium iron phosphate is 261,500 yuan per ton, which is 5 times more than the beginning of 2021! Deeply investigating the reasons for the price increase of power batteries is essentially meaningless, because this is already a fait accompli. However, for electric vehicle manufacturers, this is not a good news, because the power battery as one of the most indispensable components of electric vehicles, but also an important part of the cost, power battery prices soared, will inevitably lead to many new energy vehicle manufacturers of electric vehicle production costs increased significantly.
Power battery prices soared, electric vehicle production costs rose, it is a test of the strength of manufacturers, for those manufacturers with high sales, such as BYD, Tesla and other manufacturers, because the production scale is large enough, sales are high enough, so the cost of rising battery prices can be shared by relatively high output and sales. And the brand reputation and market recognition of these manufacturers are relatively high, so even if some costs are passed on to the price of the product, it will not have a fatal impact on their product sales!
But for some manufacturers and brands that are still in the rising period, sales are more general, consumers are more sensitive to their prices, the situation may be less optimistic, battery prices have risen sharply, the cost is not very high sales to share, consumers do not agree with the rise in product terminal prices, it may be more embarrassing, may have to maintain sales and maintain profits between "side station"!
Of course, the "bad news" is not the battery price increase this one, after entering 2022, the domestic new energy vehicle subsidies will continue to decline by 30% on the original basis, the decline of new energy subsidies, will inevitably trigger the price increase of some brands and products, now Tesla, Xiaopeng a variety of models of the price has been determined to rise, Xiaopeng automobile the highest price increase of 5900 yuan, of course, there are many electric vehicle brands are brewing price increases! In fact, and the power battery price increase, the result of the new energy subsidy decline, is also the product terminal price rise, if the manufacturer is not willing to bear the rising part, then consumers will have to bear the price increase part!
The so-called "roof leak is partial to overnight rain", in the case of new energy vehicles, especially the terminal price of electric vehicles, may show an industry-wide rise, other industries have also come out to "share the soup". At the end of 2021, when many electric vehicle owners said that when they renewed their insurance, they found that the premium quotation of the new phase had risen a lot compared with before, and some of them had even doubled. With the ownership of new energy vehicles getting higher and higher, insurance companies' concerns about the safety of electric vehicles are reflected in the premium, many car owners said that they buy electric vehicles themselves to save money, and the result of saving fuel costs is all handed over to insurance companies!
So in fact, from the above three situations, in the next year, the possibility of electric vehicles rising in the whole industry is relatively large. As we all know, the leverage of price exists at any time, especially in the case that many electric vehicles cannot be used for just need at present, in fact, the price change will affect the purchase decision of consumers. Therefore, in our view, in the case that new energy vehicles have not yet "adultized", some external pressures have already acted on them, and the momentum of the development of new energy vehicles in 2022 may be weakened, not that the pause button is pressed directly, because some consumers may choose to wait and see, or continue to buy fuel vehicle products. Therefore, the factors of the rapid development momentum of "sniper" electric vehicles still exist, and we can see how big the impact is!