In order to support the title of this article, Xiaobian here is a few sets of data, we feel it: in the second half of 2021, the price of lithium-ion batteries rose by 10% to 20%, while the increase in lithium salts as raw materials was as high as 400%; the prices of battery-grade cobalt, nickel sulfate and lithium carbonate rose by 119%, 55% and 569% respectively.
Some people may say that the rise of raw materials is something that suppliers and OEMs need to worry about, and I as a consumer can only wait for it to be reduced in price, and it is always not wrong to do a party that waits.
That being said is true, but don't forget that in our country, the main reason for the rapid development of new energy vehicles is still the national policy promotion, that is, the new energy subsidy policy, but this year is already the last year of new energy subsidies, and at the same time compared with last year's subsidy fell by 30%, that is to say, this year's car is already more expensive than last year, and some cars on the market still maintain the original price in the sale because the car companies themselves pay for it, as for the main engine factory that cannot be carried, they have to choose to increase the price, which is also the truth of the wave of price increases at the beginning of the year.
But the plan can not catch up with the change, now not only electric vehicles have increased prices, the earlier price of the people-friendly micro-electric vehicles are also getting farther and farther away from us. A few days ago, it was revealed that Euler had stopped production of black cats and white cats of A00-level pure electric models, and this matter ushered in a new wave of climax last night. Euler brand CEO Dong Yudong posted: Euler black and white cat is to stop taking orders, not to stop production, we did encounter difficulties!
Regarding the "difficulty", Dong Yudong explained that although the industrial chain behind the Euler brand does have certain advantages over its peers, the two people-friendly cars of black and white cats still bring huge losses to the company, and after the rise of raw materials in 2022, the loss of black cats will exceed 10,000 yuan. At the same time, the backlog of orders for black cats and white cats has exceeded 20,000 units, and the production schedule has reached the second half of this year, which is bound to affect the consumer car purchase experience, so Euler stopped accepting new orders.
After reading the official statement of the Euler brand, let's talk about the reality of Euler, in its released January sales data, the total sales volume of the 3 models currently on sale by the Euler brand is 13229 units, of which the sales volume of the higher positioning Euler good cat is 9020 units, which shows that the combined sales of the two black and white cats in January are only more than 4,000 units. So if euler's supply chain is tight, why is the sales of good cats not affected and still accepting new orders? In order to make money, Euler transferred the production capacity of black and white cats to good cats, which is understandable, but it is not necessary to say that he is so righteous (selling cars at a loss).
But then again, since Euler 'stopped production' black and white cats, which has received so much attention from the outside world, it also proves that whether it is Euler's brand, or black and white cats, these two cars are also quite existential in the Chinese car market, then even Euler can't stand to stop the A00-class pure electric car, so what is the current situation of other manufacturers?
In the case of geely, which has strong strength, it also currently has products in the pure electric car market - geometric EX3 kung fu cattle, but it has recently landed in the top few positions of the car quality network complaint list, the most important reasons are "can not lift the car", "dealer price increase", the same, focusing on the micro pure tram market, the new car-making forces zero running has also encountered the same problem, which shows that the A00-level pure electric market is indeed tight production capacity.
As the leader of micro pure trams, Hongguang MINIEV's sales in January this year also fell month-on-month and year-on-year, one is because there are more competitors, and the second is likely to be affected by the supply chain. Previously, Hongguang MINIEV had broken out that the cost of a car exceeded more than 20,000, and its price difference of about 30,000 was not too much, and the profit was very low, so with the rise in supply chain costs, even Hongguang MINIEV could not stand it. So the new Hongguang MINIEV exposed in these two days, it not only improves the endurance, power performance, but also has a greater increase in price, it is rumored that the price of the new car will reach 70,000 yuan.
In summary, although the future A00-class pure tram market will still exist, but the "close to the people" label is estimated to be gone forever, under the squeeze of multiple factors such as policies and supply chains, these people-friendly pure electric cars can only support higher prices by improving product strength and endurance level, in order to seek to survive in the market. All in all, the party is really defeated this time, so if you want to buy a car, you should hurry up.