[News-Oxcart Network]
The continuous growth of new energy vehicle sales has changed the product landscape of Chinese brand cars. In the past 2021, China's new energy vehicle sales were about 3.521 million units, an increase of 1.6 times year-on-year. What accompanies the changes in new energy vehicles is the step-by-step downgrade of subsidies and the surge of raw materials.
First of all, in terms of subsidies, on December 31, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the National Development and Reform Commission issued the "Notice on the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles in 2022", which clearly stated that the current framework and threshold requirements for the purchase subsidy system will remain unchanged in 2022, but the subsidy standard for new energy vehicles will decline by 30% on the basis of 2021. Secondly, in terms of raw materials, the early price of lithium was only 30,000 yuan / ton, and has now soared to 330,000 to 340,000 yuan / ton, an increase of 10 times. It is precisely because of the above reasons that many new energy models have increased their prices, and then we will take stock of these representative price increase models.
On January 21, BYD Automobile said it would adjust the official guidance price of its Dynasty series and marine series related new energy models, ranging from 1,000 to 7,000 yuan. The price adjustment will take effect from February 1, and customers who have signed up for the deposit before this time will not be affected by the price adjustment. Dynasty Network and Ocean Network are BYD's two main sales networks, of which Dynasty Network mainly sells new energy models such as Qin, Han, Tang, Song and Yuan; Ocean Network mainly sells e series, BYD Dolphin, Song PLUS, warship series and so on.
In addition to the above-mentioned BYD Automobile, Xiaopeng Automobile, as a representative brand of new car-making forces, announced that the price of all models increased by thousands of yuan, of which the P7 series of Xiaopeng flagship sedan rose by 4300-5900 yuan; the new P5 series rose by 4800-5400 yuan; and the SUV model G3i rose by 4800-5400 yuan.
On December 28, 2021, Zero-Run Cars announced an increase in the price of the Zero-Run T03, of which the 2022 model was priced at 68,900-84,900 yuan, while the 2021 model was priced at 59,800-99,800 yuan.
As the most representative brand in new energy vehicles, Tesla announced at the end of last year that the rear-wheel drive versions of the Model 3 and Model Y would be priced by 10,000 yuan and 21,000 yuan respectively. Among them, the price of the Model 3 rear-wheel drive version is adjusted to 265652 yuan, and the price of the Model Y rear-wheel drive version is adjusted to 301840 yuan.
#编辑总结
Many people know that in 2021, it is a year of "lack of core". In this year, we have seen the phenomenon of urgent automobile production capacity and the price increase of used cars of hot-selling models. According to some data, as of December 5, 2021, due to the shortage of chips, the cumulative production reduction of China's automobile market has reached 1.982 million units, and the cumulative production of the global automobile market has been reduced by 10.122 million units.
In 2022, can the decline of our high raw material prices and subsidies affect the development of new energy vehicles that are booming? I personally still hold a relatively optimistic attitude, although the subsidy is being downgraded, but in the "Implementation Plan for Promoting Green Consumption" issued not long ago, we can find that it will be another level of benefit for new energy vehicles in terms of infrastructure construction such as free traffic and strengthening charging and replacing. Or in the context of "double carbon", perhaps the madness of new energy vehicles has just begun.