Tesla has raised prices again. According to Tesla's official website, Tesla Model Y long-endurance version and high-performance version have increased prices by 10,000 yuan, and the current Model Y long-endurance version is priced at 357,900 yuan, and the Model Y high-performance version is priced at 397,900 yuan. Tesla Model 3 high-performance version also increased by 10,000 yuan, the latest price is 349,900 yuan, model 3 rear wheel drive version price remains unchanged.
Behind Tesla's official price increase again is the tip of the iceberg of this year's "price increase tide" of new energy vehicles.
New energy vehicle "rising price tide"
From 2022, the subsidy for new energy vehicles will be reduced by 30% on the basis of 2021, and the subsidy will be terminated until December 31, 2022. The official withdrawal of new energy market subsidies also means that the "policy dividends" that new energy vehicle companies can enjoy are gradually disappearing.
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On January 11, the price of all models of Xiaopeng Automobile increased after the latest subsidies. Among them, the Xiaopeng flagship sedan P7 series rose by 4300-5900 yuan, and the price after the latest subsidy was 224,200-409,900 yuan; the new P5 series rose by 4800-5400 yuan, and the price after the latest subsidy was 162,700-229,300 yuan; the SUV model G3i rose by 4800-5400 yuan, and the price after the latest subsidy was 154,600-193,200 yuan.
In the offline Weilai automobile store, the price of Weilai EC6 is 368,000 yuan, which can be subsidized by 18,000 yuan before, and now it can only be reduced by 12,000 yuan. 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. The 2022 EX5-Z PRO all-round edition is priced at 154,800 yuan, and the Lead Chuangling edition is priced at 163,800 yuan. The price increase of these two models is 3,000 yuan and 4,000 yuan respectively.
New energy vehicle companies have also ushered in a wave of price increases. Nezha, Feifan, Extreme Krypton, BYD, SAIC Roewe, SAIC-GM-Wuling and other new energy models of car companies have announced price increases.
There are models that "sell one and lose ten thousand"
A certain new energy hot-selling model, because of the high cost pressure, has appeared the phenomenon of price inversion, each car sold loss of about 10,000 yuan.
Despite the impact of rising prices, domestic new energy vehicle sales continued the rapid growth momentum in 2021 in early 2022. According to data from the China Automobile Association, production and sales of new energy vehicles totaled 368,000 units and 334,000 units in February, up 2.0 times and 1.8 times year-on-year, respectively.
Under the pressure of new energy vehicles, the Association estimates that the wholesale demand for new energy vehicles will be about 5.5 million in 2022, which is still optimistic. Cui Dongshu said that the recognition of the new energy market by domestic consumers has increased significantly, and the policy subsidies are stable, which will inevitably promote the surge in china's total sales of new energy vehicles in 2022 and continue to maintain the leading position of more than 50% of the world's super share.
Battery-grade lithium carbonate rose from 50,000 to 500,000 per ton
The core component of new energy vehicles is the power battery, the battery accounts for the majority of the cost of the new energy vehicle, and the raw material lithium carbonate is the main component of the battery. The relevant person in charge of a lithium carbonate raw material production enterprise located in Yichun, Jiangxi Province, told reporters that from the end of 2020, the price of lithium carbonate has risen all the way. At that time, the price was basically maintained at about 50,000 yuan per ton, but after more than a year, it has now risen to 500,000 yuan per ton. Experts pointed out that in addition to the rise in raw material prices, the global shortage of chips and other reasons are also the reasons for the increase in the price of new energy vehicles.
The Ministry of Industry and Information Technology clearly put forward that the power battery of new energy vehicles, facing the pressure of lithium, cobalt and nickel and other ore resource guarantee and price increase, must improve the key resource guarantee capacity such as lithium, cobalt and nickel.
Cui Dongshu, secretary general of the Association of Passenger Vehicles, also said that the current constraint on the development of new energy vehicles is the guarantee of resources such as cobalt, so there is an idea of developing lithium iron phosphate, and the development of new energy passenger vehicles in 2021 mainly lies in the huge increase in lithium iron phosphate batteries. "Recently, the high energy density trend of new energy vehicles in Europe and the United States is obvious, and we must also accelerate the installation of high-energy density batteries, realize the full use of cobalt resources, turn cobalt ore inventory into vehicle cobalt stocks, and achieve effective allocation of cobalt ore resources through policy guidance, and improve the guarantee of nickel, cobalt and lithium resources."
Zeng Yuqun, chairman of CATL, also mentioned that the current supply and demand situation of lithium resources is grim, and the development of the industry is facing challenges. We should accelerate the exploration and development of domestic lithium resources, ensure the safety of the supply chain, and strengthen independent innovation and scientific and technological research, and improve the level of efficient utilization of resource recycling.
(Integrated CCTV Finance, Sina Finance, Southern Plus)
Editor: Zheng Chuqiao
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