Oil prices are too expensive and want to buy a tram? Tesla price increase 2 times in 5 days...

On March 17, the fifth oil price adjustment of the year will begin.

The market expects that oil prices may show "seven consecutive rises" at that time, the price of No. 92 gasoline will break through 9 yuan / liter, and no. 95 gasoline or will reach 9.63 yuan / liter.

The continuous rise in oil prices has exacerbated the cost of travel for motorists, and the voices of "can't afford to drive" and "walk" have risen one after another.

Many netizens left a message to change the electric car. However, electric vehicles have also quietly opened the price increase mode.

Musk: Inflationary pressures are high

Recently, Tesla CEO Elon Musk said that Tesla and SpaceX are facing huge inflationary pressures.

On March 15, the International Finance News reporter found through Tesla China's official website that the model 3 high-performance version and the Model Y long-endurance and high-performance version increased in price, and the price increased by 18,000-20,000 yuan. The price of the Model 3 high-performance version has been adjusted to 367,900 yuan, up 18,000 yuan from 349,900 yuan on March 10; the price of the Model Y long-lasting and high-performance version is currently 375,900 yuan and 417,900 yuan, respectively, up 18,000 yuan and 20,000 yuan from 357,900 yuan and 397,900 yuan on March 10.

Musk pointed out that Tesla is not the only car company currently under inflationary pressure, which also means that the price of new energy vehicles may have different growth changes in the future.

Inflationary pressures, especially from raw materials such as nickel, may have delayed the launch of new strategies for electric vehicle companies. While many automakers, including Tesla, Rivian, Ford, and others, have pledged to potentially use nickel-based battery packs. However, nickel prices on the London Metal Exchange have soared to $100,000 a metric ton, causing trading to freeze.

5 days ago, Tesla raised a round of price, Model 3 high-performance version and Model Y long-endurance, high-performance version of the sales price has been increased.

At that time, the market believed that its price adjustment was inseparable from the recent rise in the price of raw materials for chips and batteries, coupled with the epidemic problem, which led to an increase in the cost of Tesla's car.

It is understood that Teslas with different configurations use different batteries.

The standard version of Tesla uses lithium iron phosphate batteries in the Ningde era, while the batteries used in the high-end tesla are ternary lithium batteries provided by LG. Both of these batteries have been affected by the rising prices of raw materials nickel and cobalt on the market, but the high-end Version Tesla has been more affected.

At the same time, the price of lithium, cobalt and other materials in the upstream of the power battery industry chain is still in a state of rapid rise. The data shows that on March 4, battery-grade lithium carbonate rose by 5500 yuan / ton, the average price exceeded 500,000 yuan / ton, lithium hydroxide rose by 6000-7000 yuan / ton, electrolytic cobalt rose by 3200 yuan / ton. Compared with the beginning of the year, the price of domestic battery-grade lithium carbonate has risen by as much as 67%, from 400,000 yuan / ton to 500,000 yuan / ton in only 20 days.

On March 8, the price of the Lun nickel futures contract soared from $50,000/ton to a maximum of more than $100,000/ton. Even on the evening of the 8th, LME scrapped the day's trading, but on March 7, Lun Nickel soared from nearly $30,000 / ton to $50,000 / ton at the close, a single-day increase of more than 89%. As one of the important raw materials of ternary lithium batteries, under the trend of high nickelization and de-cobaltation, the demand for nickel from ternary precursors has risen significantly, and its price rise will directly affect the production cost of the entire new energy automobile industry.

A number of car companies adjust prices

The price increase of new energy vehicles has been particularly obvious this year.

Statistics show that Tesla's average transaction price increase was the largest in January-February this year, with costs increasing by 4.1%; Acura ranked second in the increase, reaching 3.4%.

Some insiders pointed out that Tesla's price increase is only a sign, if the raw material problem is not solved, some car companies affected by inflation may announce the adjustment of car prices.

In fact, price increases have become a major trend in new energy vehicles in the near future.

According to incomplete statistics, since 2022, more than 15 car companies have announced that they will increase the price of new energy vehicles, covering the mainstream car purchase range of less than 100,000 yuan to more than 300,000 yuan, with an increase ranging from 3,000 yuan to 10,000 yuan.

On January 1, 2022, GAC Aeon made a price adjustment for its products. The 2022 Aion LX is 7,000 yuan higher than the old model, and the AIONSPlus70 entry version is increased by 5200 yuan.

Subsequently, Xiaopeng Automobile and BYD Automobile announced the price adjustment of some models, with increases ranging from 4300-5900 yuan and 1000-7000 yuan respectively. 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.

Because of the price increase in the price of parts, there are also WM Motors and so on. Previously, WM Motor announced that the scheduling plan and model price of some models will be gradually adjusted, with an increase of 3,000 yuan to 4,000 yuan.

Among new energy vehicles, Tesla's price adjustment is more frequent, and its price increase in the Chinese market has exceeded 9 times since 2021.

Reporter: Fan Mengcheng Intern: Wu Di

Edit: Zuo Yu

Editor-in-Charge: BiDandan

Cover Source: Tension