For so many years, the phenomenon that has existed in the automotive industry is to fight a price war, who has a greater advantage in price concessions, especially in the terminal market, basically no dealer dares to say that the sale of cars is not discounted (except for a few uncles who increase prices). But in the current automobile market, this situation has been completely reversed, paid money to pick up the car, the first is a few months of the situation abounds, recently there are many car companies officially announced the news of the collective price increase of their models, which is really the "groundbreaking" of the automotive industry.
A few days ago, BYD officially announced that due to the sharp rise in raw material prices and the decline in new energy car purchase subsidies, bydir's related new energy models prices rose by 1,000-7,000 yuan, but those purchased before February 1 this year will not be affected.
In addition to BYD, tesla, Xiaopeng Automobile, Nezha Automobile, GAC Eian and other new energy vehicle companies have also previously announced price increases, with price increases of about 2,000-6,000 yuan.
The reason for the price increase is actually not difficult to find, first, the decline of the state's new energy subsidies, the relevant state departments clearly stated that the new energy vehicle subsidy standards in 2022 will decline by 30% on the basis of 2021. Calculated, if it is a pure electric model with a mileage of more than 400KM, the subsidy will be reduced by about 5400 yuan; if it is a plug-in hybrid model, the subsidy will be reduced by about 2000 yuan. This is also the reason why the price increases of all major models are in this range.
Some people may feel that car companies have always been selling at a reduced price, and now the sudden price increase is not a bit unkind? The psychological gap among consumers seems a bit unreasonable. In fact, we will know from a rough calculation that the price increase of car companies is also a helpless move. Taking BYD as an example, by 2021 BYD's new energy sales will reach nearly 600,000 vehicles, according to the average subsidy of 3500 yuan less, BYD will get 2.1 billion less subsidies, such data is no car company can afford.
Second, while the state subsidies are declining, affected by the chip shortage epidemic and other aspects, the cost of auto-related parts, especially power batteries, in 2021 will be greatly affected by the price fluctuations of metal raw materials upstream in the supply chain, including cobalt, nickel, manganese, lithium and other metal raw materials and their compounds, with a huge increase. Among them, cathode materials account for the largest proportion of costs in power batteries, and raw material costs account for 90% of the cost of cathode materials, which also makes the pressure on car companies huge.
Affected by the shortage of chips and the epidemic, many car companies are in a situation where there are orders but no existing cars, and many consumers have delivered the car, and the first wait is a few months. Recently, the tank 300 cyberpunk version of Great Wall Motors, because it originally promised to start delivering cars in the fourth quarter of last year, and strived to complete the delivery of 3,000 units in the Spring Festival of 2022, and then it has been unable to deliver the car, which has caused dissatisfaction among many prospective car owners. In fact, this is no longer the situation faced by a car company in the Great Wall.
Under the influence of various comprehensives, it has created a situation in which money cannot mention the car, and the car company also wants the group official to announce the price increase. In fact, the car sellers really have not become uncles, they also have to go around "begging grandpa to tell grandma" to say good things, comforting prospective owners everywhere, and trying to arrange to pick up the car. Hopefully, the epidemic will pass in 2022 and everything will return to calm.