Buying an electric car to save fuel? A variety of products rose by more than 10,000, netizens cried: can offset 1 year of oil costs| Der Spiegel pro

Author: Zhang Jia

Edit: David

"92 full, full of debts; 95 full, ruined; 98 full, three generations of repayment." This paragraph seems to hit the "sore spot" in the heart of the current fuel car owner. Buying an electric car seems to be the best solution in front of consumers. But with the news of Tesla's twice-week price increase and BYD's two price increases in february, it has poured cold water on many consumers who intend to buy new energy vehicles.

At 23:50 on March 15, 10 minutes after the end of the day, BYD issued a notice of price increase, which showed that from 00:00 on March 16, BYD Automobile will adjust the official guidance price of new energy models related to Dynasty Network and Ocean Network, ranging from 3000-6000 yuan, and customers who have paid a deposit before signing a deposit are not affected by this price adjustment. This caught many "Di fans" who were still in the wait-and-see stage by surprise.

It is reported that BYD's current round of price increase models are mainly aimed at models listed in 2021, involving a total of 10 cars (39 configurations). Among them, the DM-i model increased by 3,000 yuan, while the pure electric model increased by 6,000 yuan. In addition, the prices of the Three Models of Han EV, Han DM, Tang DM and Song MAX DM-i have not been adjusted.

In fact, as early as January, BYD had already issued a price increase notice. At that time, the notice was mainly due to the subsidy decline and price adjustment. At that time, the price increase was: from February 1, BYD Automobile adjusted the official guidance price of new energy models related to Dynasty Network and Ocean Network, and the increase range was 1000-7000 yuan. After this round, it means that the price of new energy models related to BYD Dynasty Network and Ocean Network has been raised by 4,000-13,000 yuan in less than two months.

In BYD's circle of car friends, there are many "Di fans". The owners who have already made a decision early have "made a wave of profits", while another wave of prospective owners who have not yet had time to make a decision are dissatisfied with BYD's behavior of notifying the next day's price increase in the middle of the night. Lin Yi (pseudonym) spoke in the circle of car friends: "Originally I was scheduled to go to the 4S store this Saturday to participate in the group purchase meeting to book a car and sign a contract to book a car, and I have already registered my name, and the result is that the official came out like this." ”

The owners who fail to catch up with the price increase can be divided into several types. The "wait-and-see parties" said they would continue to wait and see and still have expectations for price cuts. Another wave of riders who have already decided to buy new energy said that considering that the price increase has led to a reduction in cost performance, they may turn to other brands.

Image source: Sina Weibo

Two price increases in two months is already relatively rare in the industry, and Tesla, which is not worried about selling, is more ruthless than BYD's price increase. On March 10, Tesla's high-end Model 3 high-performance version and Model Y long-range version/high-performance version both rose by 10,000 yuan. On March 15, the price of the Model 3 high-performance version rose by another 18,000 yuan, starting from 367,900 yuan; the price of the Model Y long-lasting/high-performance version rose by 18,000 yuan and 20,000 yuan, respectively, at 375,900 yuan and 417,900 yuan, respectively. Previously, Tesla has also experienced multiple rounds of price increases.

Successive sharp price increases have made some Tesla users finally smile, "Not buying a car, but buying financial products." Some users laughed. Compared with the cutting of leeks in the previous two years, under the psychology of buying up and not buying down, although I feel that something is wrong, at least I feel that I have earned. Taking the 22 Model 3 rear-wheel drive versions as an example, the price price before the price increase in November last year was 235,900 yuan, and the current price is 279,900 yuan. 5 months, the increase of 20%, it can be said that it outperformed 99.9% of the wealth management products, just ask such a yield are you moved?

Don't be busy with your heart, the price increase can be more. According to incomplete statistics, as of now, the brands that have announced price increases are Tesla, BYD, Volkswagen, Weilai, Xiaopeng, Nezha, Zero Run, WM, Euler, SAIC-GM-Wuling, GAC Aean, Feifan Automobile, Extreme Krypton, Geometry, etc., and the price increase models basically cover the hot models in the market. Among them, the zero-run T03 rose the most, more than 12%; followed by the Euler Good Cat GT Edition and the Tesla Model Y Entry Edition, with an increase of 8.89% and 7.51% respectively.

The opening of this wave of new energy vehicle price increases can be traced back to the end of 2021. At that time, on the eve of the subsidy decline, due to the difficulty of erasing costs, some car companies announced that they were about to raise the price of new energy vehicles. From the price increase notices of various car companies and the speeches of relevant responsible persons, we can also clearly understand that the deeper reason behind this is that the price of raw materials for new energy vehicles continues to rise, especially batteries.

Industrial Securities research report shows that the main material link, electrolyte, cathode link price increase is the most significant, only from the beginning of 2021 to February 27, 2022, lithium iron phosphate rose by 332%, electrolyte prices in lithium hexafluorophosphate driven by 189%; ternary cathode materials in the metal price, the year generally rose by more than 100%.

Nowadays, with the rampant "demon nickel", it is undoubtedly worse for the supply chain pressure of car companies. Morgan Stanley Auto analysts previously said: "The price of nickel rose by 67.2% in a single day, which means that the average input cost of manufacturing each tram increased by about $1,000." ”

Even the big Great Wall Motors had difficulty digesting the continuous raw material prices internally, and even stopped receiving orders for two hot-selling models of Euler Black and White Cat. Dong Yudong, CEO of the Euler brand, also wanted Feiling Automobile to admit: "We have done the cost sharing to the extreme. "Raw material prices continue to rise, coupled with a 30% drop in subsidies for new energy vehicles in 2022, and now every car sold will lose 10,000 yuan."

In addition to supply chain pressure, strong market demand is also the reason for the price increase of many car companies. According to the data, from January to February 2022, the sales volume of new energy vehicles reached 765,000 units, an increase of 1.6 times and 1.5 times year-on-year. Nowadays, with a large number of orders in the hands of many car companies, it can be said that they are not worried about selling, but about how to deliver.

Taking Tesla as an example, according to the data of the Association of Automobile Associations, Tesla manufacturers sold 42,546 vehicles from January to February this year, an increase of 25.9% year-on-year. Feiling Automobile Xiaobian inquired about Tesla China's official website and found that it takes at least 2 months to pick up the car when ordering Tesla-related models. Among them, the Model 3 is expected to be delivered in 16-20 weeks, and the Model Y is expected to be delivered in 10-20 weeks.

Although many car companies have explained the reasons for the price increase, the price increase has indeed hurt consumers. In the face of a new round of new energy vehicle price increases, many consumers ask: Is this the spring or winter of new energy vehicles?

At the beginning of this year, the Association predicted that the cumulative sales of new energy passenger vehicles in mainland China will exceed 5.5 million in 2022, and the market penetration rate will reach about 25%. Under the influence of the rising price of new energy vehicles, many people in the industry expressed concerns about whether new energy vehicles can maintain rapid growth in 2022. This kind of concern is not unreasonable, and it can also be spied from the statements of car friends in the circle of car friends.

Affected by rising oil prices, Li Bing (pseudonym) wants to replace a Dolphin. But two rounds of price increases made it abandon this plan. "As a result, he gave me a sudden increase of 9,000, 3,000 plus 6,000, rounding to ten thousand yuan, enough for my two years of fuel." The premium of electric vehicles has also increased, and then I think about it. And Li Bing is also the epitome of many quasi-oil and electric car owners who have been dissuaded by price increases.

In short, oil prices are rising, tram prices are rising. For ordinary consumers, the only thing that cannot escape is the increasingly high cost of using a car.