Oil prices soar! Tesla and more than a dozen other car companies set off a wave of electric vehicle price increases, netizens: I still walk

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Tesla has doubled its price again!

On March 10, Tesla China's official website showed that the price of Model 3 high-performance version and Model Y long-endurance and high-performance version were raised by 10,000 yuan.

According to the incomplete statistics of the China Securities News reporter, since 2022, 13 car companies have announced that they will increase the price of new energy vehicles, with an increase of 3,000 yuan to 10,000 yuan.

At the same time, there are reports that the soaring international oil prices have caused domestic refined oil prices to rise, and No. 95 gasoline has entered the 9 yuan era. According to the general household car fuel tank 50L to calculate, it costs 40 yuan to fill a tank of gasoline. Some netizens said: I still walk.

Electric vehicles set off a wave of price increases

Tesla's official website shows that on March 10, the price of the Model 3 high-performance version has been adjusted to 349,900 yuan, up 10,000 yuan from the original 339,900 yuan; the price of the Model Y long-endurance and high-performance version is 357,900 yuan and 397,900 yuan, respectively, up 10,000 yuan from the previous 347,900 yuan and 387,900 yuan.

Tesla is a pioneer in the price increase wave in the new energy automobile industry. On December 31, 2021, Tesla took the lead in announcing in the industry that from January 1, 2022, the price of Tesla China's Model3 rear-wheel drive version was adjusted to 265,652 yuan, an increase of 10,000 yuan from the previous price; the price of the ModelY rear wheel drive version was adjusted to 301,840 yuan, an increase of 21,088 yuan from the previous price.

On January 1, 2022, GAC Aeon adjusted the price of its products, and the price of the 2022 Aion LX increased by 7,000 yuan compared with the old model, and the entry version of AIONSPlus70 increased by 5,200 yuan.

Since January 11, Xiaopeng Automobile has raised the price of its products, with an increase of 4300-5900 yuan. Among them, the flagship sedan Xiaopeng P7 rose by 4300-5900 yuan, the Xiaopeng G3i rose by 4800-5400 yuan, and the Xiaopeng P5 rose by 4800-5400 yuan.

BYD Automobile announced on January 21 that from February 1, the official guidance price of new energy models related to Dynasty Network and Ocean Network will be adjusted, ranging from 1,000 to 7,000 yuan. BYD said that the price increase was mainly affected by the sharp rise in raw material prices and the decline in subsidies for new energy car purchases.

Wuling Automobile officially confirmed on February 7 that the price of NanoEV increased by 3,000 yuan, and the adjusted price range was 52,800-62,800 yuan. From 0:00 on March 1, the official guidance price of the GT version of Euler Good Cat was adjusted to 147,000, and customers who had previously paid a deposit to sign a contract still enjoyed the insurance policy.

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 current relevant policies of the 2022 EX5-Z all-series models remain unchanged, and after comprehensive subsidies, the 2022 EX5-ZPRO all-round version is priced at 154,800 yuan, and the Lead Chuangling edition is priced at 163,800 yuan, an increase of 3,000 yuan -4,000 yuan.

Raw material costs are rising

China Securities News reporter learned from a number of industry insiders that the rising price of raw materials and the "lack of core and less electricity" are the main reasons for the rise in the price of electric vehicles.

Baichuan Yingfu data show that from March 4 to March 10, the domestic industrial-grade lithium carbonate price rose to about 497,500 yuan / ton, and the price of battery-grade lithium carbonate rose to 517,500 yuan / ton, an increase of more than 80% compared with the price at the beginning of the year; the price of battery-grade lithium hydroxide rose to 481,900 yuan / ton, an increase of more than 570% year-on-year.

In addition to the soaring price of lithium salts, the recent sharp fluctuations in nickel prices have made car companies worse. According to the research report of CICC, the price of Lun nickel rose from 20,000 US dollars / ton to 50,000 US dollars / ton, and the cost of nickel raw materials for 8 series new energy vehicles with 60 kwh of single vehicles with 60 kwh (new energy vehicles with 811 type ternary batteries on a single vehicle with 60 kwh of 811 type ternary batteries) increased by about 10,000 yuan. Shanghai Nonferrous Metals said that nickel prices rose sharply, and the cost of high-nickel ternary products rose the most. Compared with lithium iron phosphate battery cells, the price difference continues to widen. Nickel sulfate or rise to 80,000 yuan / ton, single car battery cost or rise about 7,000 yuan.

A number of NPC deputies and CPPCC members stressed the importance of ensuring the production of raw materials for new energy vehicles such as lithium in the bills and proposals of the two sessions this year. Zeng Yuqun, member of the National Committee of the Chinese People's Political Consultative Conference and chairman of the Ningde Times, said that lithium resources are the core raw materials of lithium batteries, and it is of strategic significance to grasp the supply guarantee of lithium battery primary products. At present, the supply and demand situation of lithium resources is grim, and the development of the industry is facing challenges.

The Ministry of Industry and Information Technology recently said that it will focus on meeting the production needs of power batteries, moderately accelerate the development progress of domestic lithium resources, and crack down on unfair competition such as hoarding and price gouging. At the same time, improve the power battery recycling system, support efficient dismantling, recycling and other technical research, and continuously improve the recycling rate and resource utilization efficiency.

Zeng Yuqun suggested that we should accelerate the exploration and development of domestic lithium resources to ensure the security of the supply chain; at the same time, strengthen independent innovation and scientific and technological research, and improve the level of efficient utilization of resource recycling.

Jiang Weiping, deputy to the National People's Congress and chairman of Tianqi Lithium, suggested that the green development of lithium ore resources in western Sichuan should be accelerated. Specifically, strengthen the construction of infrastructure in mining areas, ensure production and living factors such as roads and water and electricity, enhance the attractiveness and participation of mining area development, introduce enterprises with higher mining capacity and processing capacity, and promote the development and utilization of mineral resources with high quality.

Yin Tongyue, deputy to the National People's Congress and chairman of Chery Automobile, suggested that the National Development and Reform Commission, the Ministry of Industry and Information Technology and other departments formulate policies to incorporate new energy power battery materials into the management of national strategic reserve resources, set up special funds, support and encourage domestic enterprises to acquire foreign battery material resources, and ensure the safety of the new energy vehicle supply chain.

Editor: Wang Yin