Now the price of new energy vehicles is getting higher and higher. On the last day of last year, Tesla announced a model 3 and model Y price increase, an increase of 10,000 yuan. After that, the new car-making forces have followed suit: the price of zero-run T03 increased by 8,000 yuan, the average price of Xiaopeng increased by about 5,000 yuan, the two ID. series models of FAW-Volkswagen rose by 5,400 yuan; the sister model of Wuling Hongguang mini EV, NanoEV, also increased by 3,000 yuan.
The new energy vehicle market ushered in a wave of price increases, which is also expected.
According to the provisions of the national new energy subsidy, the amount of subsidies this year will be greatly reduced: pure electric passenger cars with a range of less than 300 kilometers without subsidies, the maximum subsidy of more than 300 kilometers will be reduced by 5400 yuan year-on-year, and the subsidy for plug-in hybrid models will be reduced by 2000 yuan year-on-year. However, to make matters worse, car companies must not only cope with the sharp reduction in subsidies, but also shoulder the rising costs caused by the lack of cores and batteries. Because of the impact of the epidemic and the Conflict between Russia and Ukraine, the global supply of automotive chips is tight, and some depots have had to grab goods in black, and prices have soared dozens of times compared with previous years.
On the other hand, lithium battery raw materials are in short supply. In 2021, the global new energy vehicle market ushered in an outbreak, and the sales of electric vehicles increased by 112% year-on-year to 6.3 million units. Electric vehicles are selling more and more, and the demand for batteries is rising, resulting in raw materials that have been in short supply. From the fourth quarter of 2020 to the end of February this year, the price of battery-grade lithium carbonate has risen from 44,000 yuan / ton to more than 460,000 yuan / ton. The price of battery raw materials has risen, new energy subsidies have shrunk, and a series of factors have led to rising costs, which can only be passed on to consumers in the end.
For consumers who intend to buy high-end models such as Tesla, the impact of the price increase of 10,000 yuan is not too big: "They have paid 200,000 or 300,000 yuan, and it is no harm to add 10,000 blocks." "But for friends who are interested in buying affordable models, price increases may seriously affect consumption choices." For example, the 2022 Euler good cat, the entry price of 121,900 yuan, an increase of 18,000 yuan over the old model, this price increase is likely to dispel the idea of many friends to buy a car.
But the disappearing subsidies, the increased costs, someone has to pay for it. If the price increase is not very acceptable, second-hand new energy vehicles are actually a good choice.
The retention rate of second-hand new energy vehicles is generally lower than that of fuel vehicles of the same level. According to data from the China Automobile Dealers Association, the three-year retention rate of electric vehicles in January this year was 49.5%, and the fuel vehicles were more than 60%. Most critically, not all sellers trade used cars at publicly available retention rates, and many times the transaction price is much lower than the theoretical value. A Tesla owner once complained that the Model 3 he started in 2021, although it has installed a lot of configurations, but this year's transaction price is less than 60% off the landing price of the new car. It is reported that some unknown "quasi-new cars", the retention rate is less than 50%, almost "broken bones" for sale.
It is worth mentioning that there are not many "quasi-new cars" in about a year. On an e-commerce website, there are a considerable number of "quasi-new cars" that have been driving for about a year, and many of them have been licensed for less than a month. The shorter the license time, the better the car condition is relatively good. Theoretically, the tide of price increases will promote the trading volume of second-hand new energy vehicles. However, from the data of the China Automobile Circulation Association, the development momentum of second-hand new energy vehicles is not as good as that of the new car market. On-site visits to second-hand markets such as Beijing Huaxiang, it can also be found that there are very few second-hand new energy vehicles, almost only Tesla.
Second-hand new energy vehicles are obviously very cost-effective, why is the trading market so cold? Merchants do not dare to collect, users do not dare to buy, is the current dilemma of the second-hand new energy vehicle market.
In the second-hand new energy vehicle market, there is currently no perfect value evaluation system. For the core battery of new energy vehicles, most of the merchants rely on feeling to judge, who can not determine how much battery life can be, whether there have been replaced cells and so on. Second-hand car dealers have no score in mind, so when receiving cars, they only consider well-known brands such as Tesla, and the age of the car is also biased towards the shorter the better, after all, once the sale goes wrong, the buyer and seller are prone to disputes. On the other hand, consumers do not dare to do it easily.
Second-hand merchants sell new energy vehicles, and almost do not provide after-sales service for fuel vehicles, which is equivalent to a hammer sale. If there is no problem in the follow-up, then use the car normally; small problems with parts and components, repairing it is also fine; in case the core components such as batteries are damaged, it will cost a lot of silver. At this stage, the price of the power battery is not cheap, it is reported that the replacement of a lithium iron phosphate battery requires about 40,000 yuan, and the cost of replacing the ternary lithium battery may exceed 60,000 yuan.
The most critical thing is that the risk of damage to core components can only be carried by consumers themselves. Almost all new energy vehicle companies provide lifelong warranties and other rights for the first car owner. Once the vehicle passes through the second-hand car market, the official rights and interests are basically invalidated. Public information shows that at present, only Tesla can extend the rights to the second owner, Weilai, Xiaopeng and ideal and other new car-making forces, the first owner's rights will not be transferred to the next owner.
The battery is stuck in the "lifeblood" of both buyers and sellers, so even if the price of new energy vehicles rises, it is difficult for consumers to favor second-hand cars. And those who are willing to buy second-hand cars are mostly not for their own use: data from the China Automobile Dealers Association show that the main transaction prices of new energy used cars in January are still concentrated below 80,000 yuan, accounting for 74.27%. Models with cheap prices and short battery life have become the mainstream trading goods in the second-hand market.
why? Because they are artifacts that account for indicators. It is not difficult to explain the reason why the retention rate of Wuling Hongguang MINI EV can be surprisingly high.