"Just a few days late, an Apple phone is gone, I'm too hard!" Speaking of the experience of buying a car last weekend, Mr. Wang of Hangzhou sighed. Originally, In order to pick up and drop off the child, Mr. Wang was ready to buy a cheap pure electric car to travel, and it was difficult to lock in the geometry EX3 kung fu cow, and went to the 4S store last weekend to ask, but he did not expect the sales consultant to say that the manufacturer had just adjusted the price, which was 7,000 yuan higher than before.
Not only the price of geometric cars has risen, since March 1, there have been many new energy vehicle brands such as Great Wall Euler, SAIC Roewe, WM, GAC Aean and other new energy vehicle brands or new energy vehicles under traditional brands to announce price increases. The price increase range is as little as one or two thousand, and more than 10,000, so that some consumers who were still hesitating feel helpless.
Multiple brands involved
The highest increase is more than 10,000 yuan
On March 1, Euler Automobile announced on its official user App that due to the sharp rise in raw material prices and the decline of new energy car purchase subsidies, the price of the GT version of Euler Good Cat was officially adjusted from March 1, and the adjusted price was from 147,000 yuan. However, users who have previously paid a deposit and signed a contract can still enjoy the insurance policy. Previously, the price of euler good cat GT version was 135,000 yuan after subsidies, and the price increased by 12,000 yuan after this adjustment.
At the same time, the 2022 Euler good cat series has also increased the price at the same time as a slight change, and the pre-price has been adjusted from the previous 103,900-143,900 yuan to 121,900-151,900 yuan, an increase of between 8,000 yuan and 18,000 yuan.
As early as mid-February, SAIC Roewe, which released a price increase forecast in advance, also raised the price of its RX5 eMAX PHEV Fearless Premium Edition, Ei5 and i6MAX EV models on March 1, with a price increase of 2,000 yuan at the original price.
Also on March 1, WM Motor announced that due to factors such as rising parts prices, the scheduling plan and price of some WM models will be gradually adjusted from March 1. Among them, the price of the 2022 EX5-Z PRO all-round version was adjusted to 154,800 yuan, and the price of the Lead Chuangling edition was adjusted to 163,800 yuan, which was 3,000 yuan and 4,000 yuan higher than the original price, respectively. WM Motors also said that other models may also be adjusted in the future, please pay attention to the follow-up announcements.
In addition, the price of geely's new energy vehicle brand geometry car related models has also been raised from March 1. According to the quotation on the official website of Geometry Automobile, the price of Geometry A Pro not only increased by 1100 yuan in the whole series, but also cancelled the original Rubik's Cube version of the model, and the model on sale became 7 models, and the price range became 119,800-199,800 yuan; the EX3 Kung Fu Cattle series rose by 7,000 yuan, and the price of the adjusted Strong Bull was 65,800 yuan, and the price of The Kung Fu Cow was 75,800 yuan. As for the reason for the price increase, the geometry official did not give an explanation.
On Friday (March 4), GAC Aeon also announced that due to the sharp rise in raw material prices and the decline of new energy car purchase subsidies, the official guidance prices of its AION Y, AION S Plus, AION V Plus and other related models will be adjusted, and this round of price adjustment will take effect from the announcement on March 4. According to the official APP of GAC Aean, the price of each car after adjustment ranges from 4,000-10,000 yuan.
In addition to the above brands that have publicly announced price increases, the price of Volkswagen's electric vehicle brand ID.series electric vehicles is also quietly implementing new prices. Previously, SAIC Volkswagen and FAW-Volkswagen had officially announced that before February 28, when purchasing ID.series models, manufacturers would subsidize 5400 yuan from their own pockets (just the subsidy amount reduced after the decline of new energy subsidies), and consumers could still enjoy new energy national subsidies. ”
A variety of factors have led to price increases
The car company shouted: I really can't afford to lose
People who pay attention to the tram industry should remember that before this wave of price increases (from December to March 1, 2021), Tesla, Xiaopeng, Nezha, Zero Run, BYD, PoleStar, Feifan and other new energy vehicle brands have announced price increases. Coupled with this wave of price increases, there are only a few electric vehicle brands on the market that have not increased their prices.
Whether it is the wave of price increases before the Spring Festival or the wave of price increases in early March, almost all brands have given surprisingly the same reasons for price increases: affected by the sharp rise in raw material prices, chip shortages and the decline of new energy car purchase subsidies.
These reasons are indeed the three key factors that have been most affected by the electric vehicle industry this year. First of all, the price of raw materials has risen, the highest cost of new energy vehicles is not the battery, in the past year, including cobalt, nickel, manganese, lithium and other metal raw materials and their compounds rose hugely, such as lithium in the early price of only 30,000 yuan / ton, and in February 28, 2022, the average price of battery-grade lithium carbonate has increased to 480,000 yuan / ton; of which, lithium metal rose by 20,000 yuan / ton, the average price was 2.67 million yuan / ton; lithium iron phosphate rose by 5500 yuan / ton.
Not only are the prices of raw materials rising in the Chinese market, but the whole world is rising. Therefore, on March 2, Rivian, an American electric vehicle manufacturer considered a challenger to Tess, announced that it would raise the price of the pure electric pickup truck R1T and the pure electric SUV R1S by 17% and 20% respectively. After the price increase, the R1T starts at $79,500, while the R1S starts at $84,500. The move immediately caused a strong protest from American car owners, because the Rivian price increase not only affected consumers who ordered subsequent cars, but even the previously determined car owners had to make up the difference.
Needless to say, due to the repeated epidemics, this problem has continued since last year, resulting in many electric vehicle manufacturing companies to deliver difficulties so far can not be solved. The current Russian-Ukrainian war has affected the global supply chain, and the chip supply has made it worse.
The price of raw materials required for batteries continues to rise, and the shortage of chips cannot be alleviated, so the manufacturing cost of new energy vehicles continues to rise, and some car companies gradually feel the pressure. Unfortunately, according to the national policy, the subsidy standard for new energy vehicles in 2022 has been reduced by 30% on the basis of 2021, and the purchase of pure electric passenger cars with a mileage of 300 (inclusive) to 400 kilometers this year will only be subsidized by 0.91 million yuan, the purchase of electric vehicles with a mileage greater than 400 kilometers (inclusive) will be subsidized by 12,600 yuan, and the purchase of plug-in hybrid passenger cars with a cruising range of more than 50 kilometers (including range extenders) will be subsidized by 0.48 million yuan, which will be reduced by 3900 yuan compared with 2021. 5400 yuan and 2000 yuan.
The end result is that the car companies can't hold back. On February 14, the Euler brand officially announced that black cats and white cats stopped taking orders, and a week later, Euler brand CEO Dong Yudong posted on the user App to explain that black cats and white cats stopped receiving orders not to stop production, but encountered difficulties, because the sales of these two models brought huge losses to the company, taking black cats as an example, after the sharp rise in raw material prices in 2022, the loss of black cats alone exceeded 10,000 yuan.
Dong Yudong even spat bitterly: "In the A00-class car market, which one is not losing money now?" It's all hard to do! ”
Industry insiders pointed out that if the rise in raw material prices only lasts for one or two months, car companies can also digest this part of the cost in a short period of time, but if the related problems cannot be alleviated for a long time, then car companies will not be able to carry the pressure for a long time in addition to price increases, not to mention that many new energy brands are still in their infancy, and the financial pressure is very large, and it is not ruled out that there will be car companies to alleviate the pressure by adjusting the model configuration or temporarily suspending some models.
By 2023, the subsidy for new energy vehicles will end, and at that time, the pressure on everyone may be even greater.
Source: City Express