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Tesla's second price increase in five days! The cost of raw materials has soared, and Musk can't stand it

Car stuff (public number: chedongxi)

Written by | Juice Mumi

Edited by | Xiaohan

Tesla has doubled its price again!

Just now, Tesla has made another wave of price increases, and this price increase is still concentrated in the Model 3 and Model Y.

The Model Y long-endurance version has been raised by 18,000 yuan, and the current price is 375,900 yuan; the high-performance version has been raised by 20,000 yuan, and the price has reached 417,900 yuan. However, at present, the after-drive version of Model Y has not increased in price, and the price is still 301,840 yuan.

Tesla's second price increase in five days! The cost of raw materials has soared, and Musk can't stand it

▲ Tesla's official website Model Y price screenshot

The price increase of the Model 3 is relatively small, and the after-drive version has been raised by 14,000 yuan, and the current price is 279,900 yuan; the price of the performance version has been raised by 18,000 yuan, and the current price is 367,900 yuan.

Tesla's second price increase in five days! The cost of raw materials has soared, and Musk can't stand it

▲ Tesla's official website Model 3 price screenshot

After many price adjustments, tesla China in the sale of only the rear-drive version of the Model 3 can still enjoy policy subsidies.

In fact, this is already tesla's second price increase in 5 days, and on March 10, the Model 3 performance version, the Model Y long-endurance version and the Model Y high-performance version were raised by 10,000 yuan.

Tesla's second price increase in five days! The cost of raw materials has soared, and Musk can't stand it

▲Domestic Model Y price changes

Two price increases in a short period of time may also be inseparable from the current price increase of power battery raw materials, and the current price of lithium and nickel has soared in a very short period of time. If the price of power battery raw materials cannot be stabilized at a reasonable level, Tesla may have a new round of price increases.

Tesla's second price increase in five days! The cost of raw materials has soared, and Musk can't stand it

▲Domestic Model 3 price changes

First, the Model 3/Y price increase again Power batteries or the main reason

In less than a week, Tesla has had two waves of price increases, almost all of which have been priced.

Although Tesla officials did not explain the reason for the price increase, according to the price increase model, the price increase may be affected by the price increase of the core raw materials of the power battery.

At present, the standard endurance upgrade version Of Model 3 and the standard endurance version of Model Y both use lithium iron phosphate batteries, and the power battery configuration of the high-performance version Model 3, the long-lasting version of Model Y, and the high-performance version of Model Y remain unchanged, and the high-nickel ternary lithium battery continues to be used.

Tesla's second price increase in five days! The cost of raw materials has soared, and Musk can't stand it

▲Model 3 High Performance Edition

That is to say, almost all of the models with current price increases use high-nickel ternary lithium batteries, and the core raw material of this battery is nickel.

Recently, nickel is undergoing a round of crazy price increases. In the first two days of last week, the LME nickel quotation on the London Metal Exchange soared from $29,770/ton (about 188,000 yuan/ton) to $100,000/ton (about 630,000 yuan/ton).

On the other hand, data from Shanghai Steel Union shows that the price of lithium carbonate, the main source of lithium, has also exceeded 500,000 yuan / ton, while at the beginning of the year, its price was only 290,000 yuan / ton, and the increase was also very obvious.

Obviously, the price increase of power battery raw materials on the price of electric vehicles has also had a considerable impact, the car thing in a power battery leading company consultation, the other party said that the continuous price increase of raw materials will have an impact on consumer psychology and business operations, battery companies will depend on the price of materials and car companies to discuss product price adjustments, has been based on the situation of different car companies to carry out some price increases.

From the current stage of the situation, the price increase of the core raw materials of the power battery has not eased, so Tesla may further increase the price in the future.

Tesla's second price increase in five days! The cost of raw materials has soared, and Musk can't stand it

▲Model Y High Performance Edition

Second, the second price increase in a week Some models have risen by 30,000

Since March, Tesla has raised prices continuously. Just in early March, Tesla had already announced a price increase, when the price of the Model 3 performance version, the Model Y long-endurance version and the Model Y high-performance version were all raised by 10,000 yuan.

Tesla's second price increase in five days! The cost of raw materials has soared, and Musk can't stand it

Tesla has already made a price increase before

And today, Tesla officially once again said that the model 3, Model Y version of the model price will continue to rise, the current price increase is the model Y high-performance version, has risen by 20,000, which means that model Y has risen by as much as 30,000.

Not long ago, the Association released the sales data of new energy vehicles in February, of which Tesla's wholesale sales in February were 56,515 units. Because Tesla is a direct-operated model, its wholesale sales can also be seen as its actual delivery volume. Moreover, this is the sixth consecutive month that Tesla has sold more than 50,000 units per month.

Judging from this sales performance, Tesla's momentum in the recent domestic new energy vehicle market can be said to be very rapid, and combined with the price of Tesla models, it is not too much to say that it is the biggest winner in the entire domestic new energy vehicle market.

But as sales continue to grow at a high rate, there is also the pace of Tesla's price increases. Since last November, Tesla has intermittently raised its price four times, and each time it has become stronger than the last.

So after such a high-profile price increase, can Tesla still sell well?

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