Just entered 2022, everyone has a beautiful vision for the new year, and all industries are looking forward to a better development in the new year, but at this time, the new energy automobile industry has ushered in a "heavy blow". The state's subsidies for new energy vehicles have declined, and the decline has reached 30%, which is also the lowest subsidy amount since the state launched the subsidy for new energy vehicles in 2009.
According to January 1, 2022, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology and the Development and Reform Commission jointly issued the "Notice of the Development and Reform Commission of the Ministry of Industry and Information Technology of the Ministry of Finance on the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles in 2022", and the subsidy standards for the purchase of new energy vehicles in 2020-2022 will be reduced by 10%, 20% and 30% respectively on the basis of the previous year, that is, the subsidy standard for the purchase of new energy vehicles in 2022 will be reduced by 30% on the basis of 2021. According to the calculation of the subsidy amount in 2021, the model with a range of 300-400km is reduced by 3900 yuan compared with last year, which is 9100 yuan; the subsidy for models with a battery life greater than 400km is reduced by 5400 yuan, and the subsidy amount is 12600 yuan this year, and the models priced within 300,000 yuan before the subsidy can enjoy the national new energy subsidy.
Plug-in hybrid passenger cars with a cruising range of more than 50 kilometers (including range extenders) are subsidized by 0.48 million yuan.
In addition, the Notice also clearly emphasizes that the subsidy policy for the purchase of new energy vehicles will be terminated on December 31, 2022, and vehicles licensed after December 31 will no longer be subsidized, which means that new energy vehicles after January 1, 2023 will be sold uniformly according to the "pre-subsidy price".
This policy was released, and the major new energy manufacturers made price adjustments in a timely manner.
Xiaopeng: The price of all models after subsidies has been raised, with an average increase of about 5,000 yuan. Among them, the price of Xiaopeng P7 after subsidy is 224,200-40.99 million yuan, up 4300-5900 yuan; the price after P5 subsidy is 162,700-22.93 million yuan, up 4800-5400 yuan; G3i subsidy price is 15.46-19.32 million yuan, up 4800-5400 yuan, the model configuration has not changed.
Tesla: The price of the domestic Model Y rear-wheel-drive version model after subsidies was adjusted from the previous 280,752 yuan to 301,840 yuan, an increase of 21,088 yuan. The price of the Model 3 rear-wheel-drive version model after subsidies was adjusted from 255,652 yuan to 265,652 yuan, an increase of 10,000 yuan. It should be noted that the Model Y after the price increase exceeded 300,000 yuan, which was not eligible for the national new energy subsidy directory.
GAC AE: AION LX is priced up 4,000 yuan.
BYD: The price remains the same.
FAW-Volkswagen: The price of the ID.6 CROZZ and ID.4 CROZZ pure electric models will increase by 5400 yuan.
NIO: Users who paid a deposit to purchase ES8, ES6 and EC6 before December 31, 2021 (inclusive) and pre-31 March 2022 can still enjoy subsidies in accordance with the 2021 national subsidy standards, and the difference will be borne by NIO Automobile.
Combined with the amount of rebates and the price increases of major car companies, some car companies seem to have taken the opportunity to raise prices. For example, the increase range of Xiaopeng P7 is 4300-5900 yuan, while the national rebate limit is obviously 5400 yuan, so why is Xiaopeng's price increase by 500 yuan? Tesla is the same way, still can enjoy the subsidy Model 3 price increase is the highest, directly up 10,000 yuan, which is a bit of a robbery nature.
In the past few years of the New Year, the proportion of new energy market share has shown a continuous upward trend, and the overall situation is a thriving and beautiful trend, but in fact, the acceptance of new energy models is not high. As the only private car, the current stage of electric vehicles is far less convenient than traditional fuel vehicles in terms of endurance and energy supply, which is also the core reason why most consumers are reluctant to choose electric vehicles.
With the decline of state subsidies, the price of new energy models will rise, which will undoubtedly further affect the acceptance of new energy models by consumers, and 2022 is the last year of state subsidies for new energy models, after the complete cancellation of new energy subsidies in 2023, the price of new energy models within 300,000 yuan will inevitably rise further, and the new energy market may suffer a more serious blow.
Every time the new energy subsidies decline and the manufacturer raises the price, consumers who really have a just need for new energy models and have a budget of less than 300,000 yuan are the most affected. On the one hand, in the car purchase market within 300,000, many consumers are consuming on the premise of "the only car", especially in cities where fuel vehicle indicators are limited, "green card" has become the choice of "no indicator" consumers, and at present, potential consumers of electric vehicles need to spend more costs to achieve purchase.
On the other hand, the target consumer groups of subsidized models are more sensitive to the price, especially users with a budget of less than 200,000 yuan, while the group budget of more than 300,000 yuan (non-subsidized objects) is relatively sufficient, and the sensitivity to price fluctuations of several thousand yuan is low. Working class of us, the income level and economic conditions are not rich, price factors are the core factors affecting the purchase decision, 5400 yuan for the car price increased greatly, the price is even higher than a model class, to a certain extent affects the consumer's purchase choice.
The trend of new energy subsidies can not be reversed, in addition to price increases, the major manufacturers seem to have no better feasible way, for consumers who just need electric vehicles, last year did not buy obvious blood loss. But from another point of view, new energy products have a high degree of substitution, since the price of new energy rises, then consumers can turn to choose fuel vehicles or HEV hybrid models, the new energy vehicle market will therefore lead to sales fluctuations, and when the subsidies in 2023 are completely withdrawn, the sales fluctuations of new energy models are more obvious, and the fuel vehicles and HEV hybrids may once again usher in the peak of sales.