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Recently, oil price-related topics have attracted much attention, and many consumers are thinking of switching to a new energy vehicle. As everyone knows, the "threshold" of new energy vehicles is also quietly increasing.
Booking a car a day late, "losing" a mobile phone, is not a joke, the price increase of new energy vehicles began as early as last year. From the end of 2021 to February this year, BYD, Nezha and other new energy vehicle brands announced price increases; on March 1, a wave of concentrated price increases was ushered in, involving many models of new energy brands such as Great Wall Euler, SAIC Roewe, and WM.
According to industry analysis, the latest wave of price increases is partly due to the continuous tightening of the supply chain, the lack of cores, lack of batteries and other issues caused by the cost of rising, on the other hand, the reason may be related to the decline of new energy subsidy policies.
01
Tesla raised prices again
According to Tesla's official website in China, the price of the Model 3 high-performance version has been adjusted to 349,900 yuan, an increase of 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, an increase of 10,000 yuan over the previous 347,900 yuan and 387,900 yuan.
Screenshot of Tesla China's official website
Prior to this, Tesla has carried out a wave of price increases in November 2021, at the end of December, Tesla raised the price of the model 3 and model Y entry-level models by 10,000 yuan and 21,000 yuan respectively on the official website, and the adjusted price was 265,700 yuan and 301,800 yuan, respectively.
Some analysts believe that Tesla Model Y directly raised the price to more than 300,000 yuan and gave up enjoying state subsidies, which is an unusual performance. You know, in order to enjoy new energy subsidies, Model Y once reduced the price from more than 300,000 yuan to less than 300,000 yuan.
In the Tesla car circle, there are a large number of posts that resell pre-price orders, 235,900 Model 3 orders, and the transfer price is generally around 10,000 yuan. Due to the excessive price increase, a large number of users choose to "wait and see". Some netizens believe that "in the current state of Tesla order saturation, increasing the price of vehicles is already suggesting that consumers should not buy Tesla at this stage." When Tesla's production capacity has climbed sharply and the order volume has been digested almost, the price will be reduced. There are also netizens who offer suggestions, saying that they can first pay the deposit in line, anyway, the booking cycle is 10 weeks to 12 weeks, while waiting for the car, while waiting for the price reduction, when the car is picked up, "more refund less do not make up."
At the same time, according to the Financial Associated Press, Tesla's official website in the United States shows that the price of the Model Y long-endurance version has been raised by $1,000 to $59,990, and the price of the Model Y high-performance version has been raised by $1,000 to $64,990.
02
New energy vehicles are rising in price
From the end of 2021 to February 2022, BYD, Nezha, Zero Run, Polar Star, Feifan and other new energy vehicle brands announced price increases. On March 1, another wave of concentrated price increases was ushered in, involving a number of models of new energy brands such as Great Wall Euler, SAIC Roewe, and WM. 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.
On March 1, Euler Automobile announced on its official user app that the price of the GT version of Euler Good Cat will be officially adjusted from March 1, and the adjusted price will start 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.
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.
On Friday (March 4), GAC Aean also announced that it will adjust the official guidance prices of its AION Y, AION S Plus, AION V Plus and other related models, 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.
03
Subsidies decline and costs rise
Judging from this wave of new energy vehicle price increases, the price increase of some models and the amplitude of subsidy decline are exactly the same, and the price increase of many other models is also slightly floating around the amount of subsidy decline, and some models have a price increase that is much higher than the amount of slope. Among a number of car companies that announced price increases, the official reasons for the price increases were basically locked in the decline of new energy subsidies and the rise in raw material costs.
On December 31 last year, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the National Development and Reform Commission issued the Notice on the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles in 2022, which clearly stated that the current technical indicator system framework and threshold requirements for purchase subsidies will remain unchanged in 2022, but the subsidy standards for new energy vehicles will decline by 30% on the basis of 2021. Among them, the subsidy amount of pure electric passenger car driving range between 300km and 400km is reduced by 3900 yuan, the subsidy amount with a driving mileage of more than 400km is reduced by 5400 yuan, and the subsidy amount of plug-in hybrid (including range extender) is reduced by 2000 yuan.
On March 7, the price of important raw materials for new energy vehicles hit a record high. The average price of battery-grade lithium carbonate reached 502,500 yuan / ton, and LME aluminum broke through 4,020 US dollars / ton, setting a new record high.
On March 8 alone, the price of the Lun nickel futures contract rose from 50,000 US dollars / ton to a maximum of more than 100,000 US dollars / ton (about 630,000 yuan / ton). Although yesterday evening, LME scrapped the March 8 Lun nickel futures trading, but on March 7, Lun nickel also rose from nearly 30,000 US dollars / ton to more than 50,000 US dollars / ton at the close (about 320,000 yuan / ton).
Tianfeng Securities said that in the case of a nickel price of 50,000 US dollars / ton, the cost of Model3 (76.8 kWh) bicycles increased by 10,500 yuan, Xiaopeng P7 (80.87 kWh) rose by 11,000 yuan, and Weilai EC6 (70 kWh electricity) rose by 0.95 million yuan, and the cost of bicycles in these three models rose by about 10,000 yuan.
Guotai Junan Securities expects that as the price of raw materials continues to rise, the cost of power batteries has risen beyond the pressure range of battery companies, the cost pressure is huge, and the shortage of some raw materials is expected to be difficult to alleviate significantly in 2022, and battery companies will continue to be under pressure in the short term.
In addition to the rising cost of power batteries, the price increase caused by the lack of cores is also an important factor in driving up the cost of new energy vehicles. At present, the predictions of when the chip shortage will end are different, but it is basically believed that the impact of chip shortage in 2022 will continue for some time. Under the premise of no "black swan event", the lack of core crisis is likely to be completely resolved until 2023.
Editor-in-charge Liu Shule
Source: Zhongxin Jingwei, Financial Breakfast, Financial Associated Press