Buy a car early! Tesla's price increased by 30,000 yuan in five days

Just 5 days later, Tesla raised prices again. The automotive industry has learned from Tesla's official website in China that its Model 3 and Model Y models have increased prices again. Among them, the Model 3 rear-wheel drive rose from 265,652 yuan to 279,900 yuan, an increase of 14,248 yuan. The price of the Model 3 all-wheel drive high-performance version rose from the original 349,900 yuan to 367,900 yuan, and the price of the Model Y all-wheel drive version rose from the original 357,900 yuan to 375,900 yuan, and the price of both models increased by 18,000 yuan. In addition, the Model Y all-wheel drive high-performance version rose from 397,900 yuan to 417,900 yuan, an increase of 20,000 yuan from the previous price.

It is worth mentioning that it has only been 5 days since Tesla's last price increase. On March 10, Tesla's Model 3 and Model Y models increased in price, of which the price of the Model 3 all-wheel drive high-performance version rose from the original 339,900 yuan to 349,900 yuan, the Model Y all-wheel drive version rose from 347,900 yuan to the current 357,900 yuan, the Model Y all-wheel drive high-performance version rose from 387,900 yuan to 397,900 yuan, and the price of all three models increased by 10,000 yuan.

Due to the decline in subsidies for new energy vehicles, the price of Model 3 and Model Y models increased on December 31, 2021, and the price of its Model 3 rear-wheel drive version was adjusted to 265652 yuan, up 10,000 yuan from before; the price of the Model Y rear-wheel drive version was adjusted to 301840 yuan, up 21,088 yuan from before. After experiencing this price increase, the model Y rear-wheel drive version reached more than 300,000 yuan after the price increase, which means that the model Y series will no longer enjoy subsidies for new energy vehicles. That is, in the past three months alone, Tesla has made three price increases, and the time difference between the last two price increases is only 5 days.

Because Tesla adopts the model of direct sales, its vehicle price adjustment reflects the actual situation of cost fluctuations, and this time Tesla has raised the price of Model 3 and Model Y again, which is largely due to the increase in the price of parts supply and power battery raw materials.

Yesterday, Tesla CEO Musk said on Twitter that Tesla and SapceX are facing huge inflationary pressures in terms of raw materials and logistics. He retweeted the article that the situation in Russia and Ukraine has caused commodity prices to soar to their highest levels since 2008.

The situation in Russia and Ukraine has led to a sharp rise in the price of metals used in automobiles, including aluminum used in car bodies, palladium used in catalytic converters, and nickel in electric vehicle batteries, etc., and the price of these raw materials will eventually need to be paid by car companies. As a result, rising raw material prices have also raised concerns about electric vehicles, as consumers will eventually have to pay for the price increases. In addition, the situation in Russia and Ukraine has also affected the operation of U.S. automobile production plants, making it difficult for raw material suppliers to accurately quote prices. Susannah Streeter, an analyst at Hargreaves Lansdown, said: "Just when people are hoping that the semiconductor shortage problem can be alleviated, the situation in Russia and Ukraine has brought new disruptions to the supply of basic materials, leading to a surge in raw material prices, which is worrying." ”

It is understood that lithium-ion batteries have a total of three layers, of which the lithium cathode is made of a mixture of lithium with nickel and other minerals such as cobalt, manganese or aluminum, and the anode is made of carbon, graphite and silicon. Taking Tesla as an example, because the ternary lithium battery contains high-capacity nickel elements, so in the context of the soaring nickel price, the increase in the cost of ternary lithium batteries directly affects the terminal price of Tesla, but most of the mainstream new energy vehicles are equipped with lithium iron phosphate batteries, no nickel is needed and no cobalt is needed, so the rise in nickel has little impact on models equipped with lithium iron phosphate batteries. According to Tesla's official website, the currently on sale model 3 series and model Y long-endurance version is expected to deliver 16-20 weeks, and the maximum delivery time of the Model Y rear-wheel drive version and the high-performance version has reached 14 weeks and 16 weeks respectively. From this calculation, if you buy a Tesla Model 3 now, you won't be able to pick up the car until at least after June.

The latest data show that in February 2022, Tesla's wholesale sales in China were 56,515 vehicles, of which 33,315 were exported and 23,200 were domestic retailers, of which model Y was 18,593 and Model 3 was 4,607.

From the sales point of view, Tesla's performance in the domestic market is still good, even under the influence of the Spring Festival holiday, it can still maintain the sales level of 50,000 vehicles, 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. However, because Tesla adopts a direct sales model, although sales have maintained rapid growth, with the intensification of the international situation, Tesla has also had to increase prices, and each time it is more and more fierce. As for the high-profile price increase, can Tesla still sell well?

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Article transferred from: Tram Report

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