The price of oil has risen more sharply, and you can't afford to change the electric car! Manufacturers cry: raw material prices are too fierce

Source of this article: Times Finance Author: Liao Wei

The suspense of whether No. 95 gasoline will run into the "9 yuan era" will be revealed tonight.

According to Jinlianchuang Energy's calculations, the "six consecutive increases" in the retail price of domestic refined oil products are about to be fulfilled, and it is expected that the increase in the range may be the largest increase since the new price adjustment mechanism in 2016. If the oil price in the latest round of adjustment exceeded 9 yuan / liter, the cost of fuel owners will continue to climb, according to the general family car 50 liter fuel tank, fill a tank of oil or will spend about 100 yuan more than the end of last year.

Recently, there have been frequent passages on the Internet about high oil prices, such as "filling up a tank of oil can buy a bicycle, filling two tanks of oil can buy a small electric donkey, and filling three tanks of oil can buy a motorcycle." The rise in oil prices has also triggered a discussion about whether to change electric vehicles, and many netizens said, "Give half a year to observe, if oil prices have remained high, then there is a real plan." "High oil prices will prompt me to buy trams, and in addition to the oil prices, the maintenance fees of trams are much cheaper than those of oil trucks."

It is worth mentioning that although new energy vehicles are much lower than fuel vehicles in terms of car costs, at this stage, buying new energy vehicles is also facing problems such as price increases and long waiting cycles. Since the end of 2021, due to the price increase of upstream raw materials and important parts, the decline of new energy subsidies and other reasons, almost all new energy vehicle companies have raised the price of their new energy models.

Among them, Tesla has raised the price of the Model 3 high-performance version and the Model Y long-endurance and high-performance version twice in just five days, and the cumulative price adjustment is 28,000 yuan, 28,000 yuan and 30,000 yuan, respectively. Gac Aeon also adjusted the official guidance price of its AION Y, AION S Plus, AION V Plus and other related models from the 4th of this month.

"We have survived to the end, there is no way to choose to raise prices, upstream raw materials prices are too fierce." On March 16, GAC Aean dealer told Times Finance.

"This is a normal measure chosen by downstream materials that have risen in price one after another, and downstream car companies cannot afford it." At present, consumers are more understanding and accepting of the price increase of car companies. Cui Dongshu, secretary general of the Association, told Times Finance on March 16 that "the current raw material prices are very abnormal, and it is expected that the second half of this year may return to the normal price range."

Source | pexels.com raw material prices have risen too sharply, and car companies have raised prices

"We thought that [battery-grade lithium carbonate] might have reached the peak of the price in the previous two years, but we didn't expect that the price would reach the current price after a period of stability." Recently, an insider of a leading domestic miner told Times Finance.

According to business agency data, most of the raw material suppliers to battery-grade lithium carbonate quotations are basically around 500,000 yuan / ton. In addition to lithium salts, nickel, zinc, copper, iron, chromium, platinum and other metal raw materials are also rising in price. Due to the impact of the international situation, nickel has soared in the recent price, and its increase once exceeded 100%.

In the context of the price increase of upstream materials, car companies in the most downstream of the industrial chain have begun to adjust the prices of their new energy models. After Tesla's two rises in five days, BYD also announced on March 15 that BYD Automobile will adjust the official guidance price of new energy models related to Dynasty Network and Ocean Network, ranging from 3,000 yuan to 6,000 yuan. The price adjustment will take effect from 00:00 on March 16, and customers who have signed a deposit before that time will not be affected by this price adjustment.

According to CCTV, since entering March, nearly 20 new energy vehicle companies have announced price increases, involving nearly 40 models, with mixed increases. According to preliminary statistics, new car-making forces, joint venture brands, imported brands, etc. are all in the range of price increases, and the price increase ranges from 1% to 10%, ranging from less than 1,000 yuan to tens of thousands of yuan.

Like Tesla and BYD, car companies attribute the price increase to a sharp rise in raw materials in the short term, which is difficult for them to bear. As for the reasons for the surge in raw materials, many industry insiders pointed out to Times Finance that "in addition to the epidemic, changes in the international political situation have also boosted the price of raw materials to a certain extent."

Recently, Fang Yunzhou, founder and chairman of Nezha Automobile, said in an interview with Times Finance, "(Price increases) are staged, raw materials rise, demand for new energy vehicles increases, and at the same time it is related to the international situation, there are also capital speculation, shorting or long, all have an impact." Looking at the long cycle of eight or ten years, it is only a small fluctuation now, which has pressure on the current operation of the enterprise, but it is not a big problem in the long run. It now appears that this problem may take more than a year or more to alleviate."

Some insiders said that according to the current market, raw materials are still likely to rise under the impetus of various factors, and new energy vehicles may continue to increase prices in the future.

In this regard, Cui Dongshu believes that in this process, consumers will have a better understanding of the price adjustment behavior of car companies, "In fact, for price increases, car companies will consider." At present, most car companies have a large number of orders in their hands, and they will judge whether this can last for two months according to the order volume, and then decide whether to raise the price. In addition, consumers who have already placed a reservation in this process take the original price, not the adjusted price."

The pick-up cycle is up to two months Owner: Waiting for the car is a practice

However, at present, in addition to price increases, the delivery time of new energy vehicles is also lengthening, and the delivery cycle of some car companies is even more than 4 months. According to media reports, some new energy vehicle dealers said, "Now because of the lack of core, lack of screens and other issues to drag on for 2-3 months, receiving orders or not is trouble." Now almost every 10 orders in the store have 3-4 refunds because of delivery time, in this way the dealer cost can not cover at all."

According to the official website data, the current expected delivery date of Tesla's models is more than 10 weeks, and the delivery cycle of some models is even as long as 20 weeks. A bydir sales consultant in Guangzhou told Times Finance on March 16 that "now the production capacity has risen, but because of the supply problems such as chips, it still takes about two months for Song PLUS DM-i and Qin PLUS DM-i to pick up the car."

It is worth mentioning that due to the long delivery time, many consumers choose to complain on the complaint website, and some car owners post pictures on the Internet and complain, "Waiting for the car is a practice."

At present, the shortage of chip supply has seriously affected the delivery speed of car companies. In this regard, Cui Dongshu also pointed out to Times Finance that "in the second half of last year, the supply of chips has eased, but recently, the epidemic situation in the international semiconductor town has been serious, which has also led to a continuous tight supply of chips this year."

Xu Daquan, executive vice president of Bosch China, has publicly stated that "the supply of chips in 2022 will still not be able to meet all the needs of OEMs, and this year's automobile production will still be largely constrained by chip supply." However, with the new production capacity of chip manufacturers, the shortage of chips is expected to be alleviated in the second half of the year."

It is worth mentioning that in the case of rising prices of new energy vehicles and long delivery cycles, many consumers also choose to go to the second-hand market "Taobao".

According to CCTV News, the current new energy used car market in Beijing is hot. The price of local new energy used cars has recently risen slightly, and the prices of some models have increased by 5,000-10,000 yuan. Judging from the inventory turnover of second-hand cars, the turnover rate of new energy second-hand cars in the past was often more than 30 days, and now it can be completed within one month.

According to data from the China Automobile Dealers Association, in January and February this year, the retail sales of new energy vehicles and new vehicles rose by 1.375% and 180.5% year-on-year, respectively, to 352,000 units and 272,000 units; the transaction volume of used cars increased by 3.71% and 12.71% year-on-year to 1.4846 million units and 1.0768 million units.