At the beginning of the new year, some officials announced price increases, some quietly increased prices, and the price increase of new energy vehicles may only be a short-term phenomenon

At the beginning of the new year, under the pressure of subsidy decline, many car dealers have increased their prices explicitly or implicitly. Today, the reporter visited the Shanghai new energy vehicle market, BYD, Xiaopeng has used the new guidance price, the new price has risen sharply, and the preferential margins of Nezha, Volkswagen, Weima and so on have also been significantly reduced.

Some people officially announced price increases, some people quietly increased prices, and new energy vehicles are expensive

Some new energy models have quietly increased prices, including Tesla, BYD, Xiaopeng Motors, GAC AION S Plus, Volkswagen's ID.6 CROZZ and ID.4 CROZZ and other new energy models have announced price increases. The price increase ranges from a few thousand yuan to tens of thousands of yuan.

At the end of last week, 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;

Recently, the official website of Xiaopeng Automobile announced that the price of all Xiaopeng models after the subsidy was raised, with an average increase of about 5,000 yuan. It is reported that Xiaopeng Automobile is the sales champion of domestic new forces car companies in 2021, with a total delivery volume of 98,155 vehicles in the whole year, 3.6 times that of 2020.

At the same time, a number of car companies have relayed price increases. Since January 1, the price of Nezha V, Nezha UPro and other models under Nezha Automobile has increased by about 2,000 yuan to 5,000 yuan; THE PRICE OF GAC AIAN LX has increased by 4,000 yuan, and the listed new AIONSPlus has increased by more than 7,000 yuan compared with the 2021 model.

Volkswagen dealers revealed that the official guidance price of ID.3, ID.4 family and ID.6 family will increase by 5400 yuan for the whole series. At present, these models have different degrees of discounts, ID.3 terminal discount of about 8,000 to 10,000 yuan; ID.4 family and ID.6 family of terminal discounts of about 20,000 yuan. With the reduction of subsidies, the terminal discount of the above models will be directly affected.

For the decline of the subsidy for new energy vehicles, the sales staff said: "For the FAW/SAIC Volkswagen ID. models purchased before February 28, the manufacturer will make up for 5400 yuan out of their own pockets, and consumers can still enjoy the new energy national subsidy." ”

The reporter learned from the official website of WM Motor that after entering the New Year, its main sales models EX5-Z and W6 are still priced at 149,800 and 169,800. However, the staff said that with the subsequent changes in market conditions, the company does not rule out the possibility of adjusting the terminal price.

"Since the New Year, almost all car companies have raised the price of dealers to pick up cars, or reduced dealer rebates." Industry insiders revealed that the price of new energy vehicles on the market has actually risen.

Price increases may only be a short-term phenomenon

According to the requirements of the "2022 New Energy Vehicle Promotion Subsidy Plan" (hereinafter referred to as the "Subsidy Plan") jointly issued by the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, the Ministry of Science and Technology, and the Development and Reform Commission, from January 1, 2022, the subsidy standard for new energy vehicles will be reduced by 30% on the basis of 2021. Under the new energy subsidy policy in 2022, the subsidy for pure electric passenger cars with a cruising range of 300 (inclusive) to 400 kilometers is 0.91 million yuan; and the subsidy for electric vehicles with a cruising range greater than 400 kilometers (inclusive) is 12,600 yuan.

The decline of subsidies is the trend of the times, and it is also a game opportunity for all parties in new energy vehicles. From a policy perspective, the starting point of various departments to maintain the development momentum of domestic new energy vehicles has not changed.

In the case of subsidies declining, the purchase tax policy for new energy vehicles this year will continue, and the continuation policy for next year is being studied. Recently, the Ministry of Industry and Information Technology held the 2022 annual working meeting of the inter-ministerial joint conference. The meeting stressed that it is necessary to study and clarify support policies such as the continuation of preferential tax treatment for new energy vehicles as soon as possible. According to the policy, from January 1, 2021 to December 31, 2022, the mainland will be exempt from vehicle purchase tax for new energy vehicles purchased.

According to data released by the Ministry of Industry and Information Technology, in 2021, the mainland's new energy vehicles will develop rapidly, with production and sales exceeding 3.5 million units, an increase of 1.6 times year-on-year. By the end of 2021, the mainland has built a total of 75,000 charging stations, 2.617 million charging piles, and 1,298 replacement power stations. At the same time, the power battery recycling system has been initially established. By the end of December 2021, 173 relevant enterprises had set up 10,127 recycling service outlets across the country.

"Although the subsidy policy may push up the price of the car in the short term, the price of new energy vehicles will fall in the medium and long term." Scale, technology, or brand are the keys to the survival and growth of many new energy vehicles. Relevant analysts of the National Federation of Automobiles said that in the next 8 to 10 years, the use environment of new energy vehicles will be further improved, and ultra-high sales will support the continued development of the new energy vehicle market. The progress of scale and technology will inevitably reduce the cost of new energy vehicles and promote the decline in vehicle prices.