[Aika Auto Industry News Original]
Some time ago, Roewe announced that its new energy models officially raised prices after March 1, and there were more factors in this price increase, but the decline of national new energy policies, chip shortages and rising raw material prices became the main reasons for this price increase. The time of roewe price increase is already relatively late. Before this, many manufacturers have announced price adjustments or have completed price increases, we will take stock of the recent price increases in brands and new energy models in this article.
BYD: The price will be officially adjusted on February 1
Increase: 1000-7000 yuan
On January 21, BYD announced that the official guidance price of its dynasty network and ocean network related new energy models will be adjusted, ranging from 1,000 to 7,000 yuan. The price adjustment will take effect from February 1, and customers who have signed a deposit before this time are not affected by this price adjustment, please see the following table for specific price increase models and prices:
The official reason for the price increase is that due to the sharp rise in raw material prices and the decline in new energy car purchase subsidies, the price of its new energy models has been raised. The price increase involves its new energy models such as EVs, DM-i and DM
Feifan Automobile: The price will be officially adjusted on February 1
Increase: 1000-2000 yuan
On February 1, Feifan also announced that the price of its MARVEL R and ER6 two car series will be raised, except for the standard version of the rear-drive of the MARVEL R entry-level model, the price of the remaining models will increase by 1000-2000 yuan. The price was slightly increased, but the configuration was not adjusted. Please refer to the following table for specific price adjustments:
The official guidance price of marvel R was adjusted from 219,800 yuan to 259,800 yuan to an adjusted price of 219,800 yuan to 26.18 million yuan. The price of entry-level models remained unchanged, and the price of medium and high-end models was raised by 2,000 yuan; the official guidance price of ER6 was adjusted from 15.58-200,800 yuan to 156,800-201,800 yuan, and the price of all models was raised by 1,000 yuan.
Wuling NanoEV: The price will be officially adjusted on February 1
Increase: 3000 yuan
SAIC-GM-Wuling also officially raised the price of its NanoEV models on February 1, but Wuling did not issue an official announcement on the price increase, and Zhi directly adjusted the starting price on the official website, with the adjusted price range of 52,800-6.28 million yuan, and the price of all models increased by 3,000 yuan.
After that, for this price adjustment, SAIC-GM-Wuling officially said that the price of Wuling NanoEV has been adjusted to a certain extent, mainly because the state implements the latest new energy vehicle subsidy standards, which will decline by 30% on the basis of 2021, followed by the impact of rising raw material prices for new energy vehicles, and the cost of making cars is getting higher and higher.
Mustang Mach-E: Price increase for some models on February 16
Increase: Chasing the wind full drive deluxe version (long endurance) raised by 7500 yuan
Compared with other manufacturers, Changan Ford is more cautious about the price adjustment of its electric models, and only the price of the Mustang Mach-E full-drive luxury edition (long endurance) has been raised, from the previous 339,900 yuan to 347,400 yuan, an increase of 7,500 yuan, and the price of other configuration models remains unchanged.
Euler Good Cat / Good Cat GT: Insured until February 28
Gains: Not finalized
In addition to announcing direct price increases, some car companies have launched insurance policies, setting a buffer period for price increases. Euler announced that users who buy Euler Good Cat and Good Cat GT models before February 28 can save up to 5400 yuan of slope subsidies, which is borne by manufacturers. This means that after February 28, Euler Good Cat and Good Cat GT will no longer enjoy this policy. At the same time, the relevant person in charge of Euler Automobile said that because the subsidy decline will indeed adjust the price of the product, but the adjustment range has not yet been determined, the amount of 5400 yuan is not accurate.
In addition to the quotation policy proposed by Euler Good Cat and Good Cat GT models, the preferential treatment of terminals has also been reduced. At the same time, the white cat and the black cat have also stopped accepting new orders, but the official said that it is not a production stoppage, but because of the excessive backlog of orders, it is necessary to complete the existing orders first. Previously, there were media reports that the delivery time of Euler white cats and black cats was about 3-4 months.
FAW-Volkswagen ID.: Insured until February 28
Increase after insurance: 5400 yuan
In addition to Euler, FAW-Volkswagen ID. models also launched a price insurance policy, in December last year, FAW-Volkswagen issued a "countdown to subsidies" in advance, promising that users who buy cars before February 28 will still enjoy the new energy national supplement in 2021. After the purchase of users, will no longer enjoy the 2021 subsidy policy, ID.4 CROZZ and ID.6 CROZZ two models of the price will increase by 5400 yuan as a whole. After the adjustment, the starting price of ID.4 CROZZ is 205,300 yuan, and the starting price of ID.6 CROZZ is 242,200 yuan.
Faw-Volkswagen's price increase this time is only aimed at the decline of state subsidies, and does not explain that there are other reasons, and the range of the price increase has been determined to be 5400 yuan, and this 5400 yuan is exactly the difference of 30% of the state subsidy decline compared with last year.
Recent price adjustment of new energy models
The collective price increase of car companies is actually more helpless, and there are many reasons for the price increase, first of all, the state's subsidies for new energy vehicles have declined again. And according to the latest subsidy policy, the state subsidy will be reduced by 30% year-on-year, and the subsidy for electric passenger cars with a range of 300-400km will be reduced by 3900 yuan compared with last year. Pure electric passenger cars larger than 400km and priced at less than 300,000 yuan have reduced subsidies by 5,400 yuan compared with last year. This is the price reserved when Euler and FAW-Volkswagen ID. series models are insured.
In addition to the subsidy policy, there is also the problem of chip shortage, and major car companies think that the problem of "lack of core" will be alleviated this year, but the reality is not alleviated, but the situation is getting worse. Wang Weiming, director of the First Department of Equipment Industry of the Ministry of Industry and Information Technology, said at a press conference on the development of the automobile industry in 2021 last month that the problem of tight chip supply will be alleviated in the second half of 2022. But the vast majority of people think that Director Wang's remarks are a little too optimistic.
At present, there are still many car companies because of chip shortages and reduce production capacity, and even some brands have to suspend production, Subaru's three factories in Japan announced that they will stop production on February 18 and February 21 due to chip shortages, Ford shut down 8 production lines in the United States, Canada, and Mexico from February 8 because of chip shortages, and toyota's north American factories have reduced production because of chip shortages. The shortage of chips naturally caused the price of existing chips to rise sharply, and eventually the price of chips was reflected in the final price of the car.
The rise in raw materials is also an important factor leading to this collective price increase. In the past year, the overall price of lithium carbonate has risen more than six times, on February 17, the comprehensive quotation of the industrial-grade lithium carbonate market was near 403,000-430,000 yuan / ton, and the comprehensive quotation of the battery-grade lithium carbonate market was near 420,000-465,000 yuan / ton. In the previous January, the price of battery-grade lithium carbonate just exceeded 300,000 yuan / ton. The first is that battery manufacturers can not withstand the pressure and take the lead in increasing prices, which further compresses the profit margins of car companies.
Moreover, the trend of rising lithium carbonate prices does not stop, professionals said that in 2022 lithium carbonate production capacity will not be too large an increase, but new energy models are still developing towards higher sales, the downstream of the industry battery manufacturers and new energy vehicle manufacturers naturally need to compete for limited resources. The relationship between supply and demand naturally becomes seller-led, leading to further price increases.
Finally, the price of other raw materials has risen, most obviously in the steel industry. It is reported that since January, iron ore has risen from 570 yuan per ton to 1100 yuan, an increase of nearly 100%. New energy models need to use more wiring harnesses than ordinary fuel vehicles, and these wiring harnesses need the support of the steel industry, which in turn has caused Chen Ben.
Written in the end: In addition to the steel industry, labor costs, transportation costs and a series of factors such as sites. These may not be worth mentioning in the face of the decline in subsidy policies and the rise in the price of power batteries, but it is still a considerable expense for the volume of car manufacturers that "the quantity is enough to change the quality". Therefore, the collective price increase of new energy models seems to be unavoidable for car companies, if only one of the costs has been raised, car companies can also reduce the cost of car manufacturing from other places to ensure profits, but now the situation is that all aspects of new energy model car manufacturing are rising, and car companies can only eventually increase the final terminal price to cope.
However, there are still geely geometry, Changan new energy and other manufacturers have not announced price increases, but after all, their sales are relatively low, can withstand the negative impact of reduced profits. But with the further rise of raw materials and the continued reduction of subsidy policies next year, it is difficult to say whether these car companies that do not have price increases now can withstand the pressure in the future.
Highlights review:
Subsidies are tight on the decline of raw materials, and what to do if they do not rise
With home appliance chips? Look at the "missing core" car company's god operation
SAIC Roewe has raised the price of a number of new energy models since March 1
In the end, the price increase manufacturers are also helpless