At 24:00 on March 17, a new round of domestic refined oil price adjustment window will open, and the "six consecutive rises" have basically become a foregone conclusion. This price adjustment will be the largest increase in the near future. After the price adjustment, the price of No. 95 gasoline in Kunming will enter the "9 yuan era".
The pressure brought about by high oil prices has made many car owners set their sights on new energy vehicles. Who knows, the field of new energy vehicles is also a "rising" sound.
The first shot fired at the price increase was Tesla. In early January, Mr. Huang of Kunming received a sales notice a week after booking a car: "The price of the model you ordered has increased, and it is a full 10,000 yuan higher than the pre-order price." ”
Up to now, nearly 20 new energy vehicle companies have announced price adjustments, involving nearly 40 models, covering the mainstream car purchase range of less than 100,000 yuan to more than 300,000 yuan.
Gasoline "six consecutive rises" Kunming No. 95 gasoline directly broke the "9"
Since the beginning of this year, the news that car owners are most afraid of hearing is "this round of oil prices, rising".
From 24:00 on March 17, gasoline prices in the domestic market will usher in a new round of increases. Moreover, the increase this time is surprisingly large. The opening screen news reporter inquired and found that the previous five rounds of oil prices rose in the range of 1 cent and 2 cents, which was equivalent to a few dollars more than a tank of oil, but this round of increase was up to nearly 1 yuan. According to estimates, as of March 16, the average price of the reference crude oil varieties in this round of oil price adjustment cycle was 113.17 US dollars / barrel, the change rate was 14.88%, and the corresponding domestic gasoline and diesel retail prices should be raised by 820 yuan / ton. It is expected that the increase will be around 800 yuan / ton, the largest increase since the new version of the pricing mechanism in 2013.
On March 17, the 10th working day, the cumulative increase in the forecast oil price was 735 yuan / ton, which was converted into an increase of 0.57 to 0.63 yuan / liter, and a tank of oil was filled with 50 liters, which would cost an additional 28.5 to 31.5 yuan. No. 92 and No. 95 gasoline in many places may enter the 9 yuan era.
Looking at the oil price in Kunming, No. 92 gasoline is 8.19 yuan / liter, No. 95 gasoline is 8.79 yuan / liter, and No. 98 gasoline is close to 10 yuan. After this price increase, Kunming's No. 92 gasoline approached 9 yuan, and No. 95 gasoline directly broke the "9".
Tesla has raised prices in succession And nearly 40 cars are rising
"I've always heard my friends say that buying a Tesla is waiting for the official price cut 'cutting leeks'." After much hesitation, Mr. Huang of Kunming finally booked a ModelY model at a Tesla franchise store on December 25 last year, but a week later the sales actually informed him: "The price of the model you ordered has increased, which is 10,000 yuan higher than the predetermined price." ”
This is just Tesla's first price increase this year. On March 10, the price of Model 3 Performance Edition, Model Y Long Endurance Edition and Model Y High Performance Edition was raised by 10,000 yuan.
On March 15, the reporter saw from Tesla's official website that the price rose again. The price of the Model 3 high-performance version has been adjusted to 367,900 yuan, up 18,000 yuan from 34.99 yuan on March 10; the price of the Model Y dual-motor long battery life and high-performance version is 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, respectively.
This is already tesla's second price increase in 5 days.
After Tesla, Models of Weilai, Xiaopeng, Nezha, GAC Eian, SAIC Extraordinary, BYD, Great Wall Euler, SAIC-GM-Wuling, Volkswagen, Zero Run, Extreme Krypton, Ford, WM and other brands have announced price increases. According to incomplete statistics, since the end of last year, 20 new energy vehicle companies have announced price adjustments, involving nearly 40 models, covering the mainstream car purchase range of less than 100,000 yuan to more than 300,000 yuan.
The reporter inquired on the automobile sales website that the price adjustment of three models under SAIC Roewe, such as RX5 eMAX PHEV Fearless Premium Edition, Ei5 and i6MAX EV, all rose by 2,000 yuan in the original price; the price of the whole series of geometric cars A series rose by 1,100 yuan, the ex3 Kung Fu Niu model increased by 7,000 yuan; and the price of the Euler good cat increased by 12,000 yuan. Wuling Hongguang Nano EV rose by 3,000 yuan; T03, a mini car owned by Zero Run Automobile, rose by 9,100 yuan.
In the Kunming market, the reporter's investigation found that most of the car companies that officially announced price adjustments have adjusted the latest prices according to the notification time on online and offline platforms. The person in charge of Kunming Zero-Run Automobile said: "Our price is adjusted uniformly according to the time and standard of the manufacturer's notification, which can be seen on our APP for the first time." In terms of sales in recent months, this adjustment has not had much impact on sales. At the same time, due to the increase in consumer recognition of new energy vehicles in recent years, we are still optimistic about the overall sales situation this year. ”
As we all know, compared with a large number of new domestic car-making forces, Weilai Automobile's car price positioning has been high, and several models currently on sale do not use battery rental schemes, and the price is more than 400,000 yuan. The person in charge of Kunming Weilai Automobile said, "In fact, the large-scale price increase of new energy vehicles has not specifically affected our overall sales, and the sales of new energy vehicles in recent years have shown an upward trend." ”
Subsidies are declining, and the shortage of chips is also pushed up by raw materials
The "rising price tide" of new energy vehicles is the superimposed impact of multiple factors such as subsidy decline, chip shortage and rising raw material prices.
On December 31, 2021, the Ministry of Finance and other four ministries and commissions issued the Notice on the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles in 2022 (hereinafter referred to as the "Notice"), which clarifies that the subsidy standard for new energy vehicles in 2022 will be reduced by 30% on the basis of 2021. This means that the subsidies enjoyed by new energy vehicle companies will be reduced again, and the cost of this part will be transferred to the price of the car to a certain extent. The Notice also clarifies that the 2022 new energy vehicle purchase subsidy policy will be terminated on December 31, 2022, and 2022 will be the last year of the new energy subsidy policy. Immediately after, some car companies raised the price.
Subsequently, the price of raw materials closely related to the manufacture of new energy vehicles began to rise.
The battery system is the largest part of the cost of new energy vehicles, accounting for nearly 40%, the price of power batteries has risen, and the price of the whole vehicle has naturally risen.
In the past year, upstream of power batteries, the price of metal raw materials has risen dramatically. Among them, the main raw material of the power battery of new energy vehicles, battery-grade lithium carbonate, the price of which has increased by 10 times in more than a year.
According to data from Shanghai Steel Federation, on March 7, the price of battery-grade lithium carbonate reached 502,500 yuan / ton. The average spot price of lithium hydroxide is 459,500 yuan / ton. At the beginning of this year, the price of battery-grade lithium carbonate was only 300,000 yuan / ton, and at the beginning of last year, it was only 50,000 yuan / ton.
In the main material of the power battery, the rise of electrolyte and cathode is also obvious. From the beginning of 2021 to February 27, 2022, lithium iron phosphate rose by 332%, and the price of electrolyte rose by 189% driven by lithium hexafluorophosphate; ternary cathode materials generally rose by more than 100% during the year, driven by metal prices.
In addition, affected by the conflict between Russia and Ukraine, neon, palladium, nickel, aluminum, etc., important raw materials in the automotive industry chain have fluctuated greatly. The London Metal Exchange futures nickel price in the United Kingdom soared, once rushing to a record high of $101,365 per ton, nearly double the all-time high created in 2007; LME aluminum rose above $4,020 / ton, refreshing a new record high.
Tianfeng Securities (601162) estimates that for pure electric vehicles, when the price of lithium carbonate rises to 300,000 yuan / ton, the cost of each pure electric vehicle rises by about 8,000 yuan; when the price of lithium carbonate rises to 400,000 yuan / ton, the cost of each electric vehicle rises by about 11,000 yuan; the impact on plug-in hybrid vehicles is also within 10,000 yuan.
Industry insiders pointed out that at present, the cost of raw materials will continue to rise, cost pressure has been transmitted to the terminal, and it is expected that more car companies will announce price increases in the future.
Watchers or exits The favourite is willing to accept the price increase
What do consumers think of this wave of price increases in new energy vehicles? The reporter found that consumers have two obvious attitudes of "willing to take the bait" and "wait and see what happens".
Mr. Huang, who set the Model Y, is the one who insists on buying. Fortunately, Mr. Huang's order is in the deposit paid before the price increase, and he can still enjoy the original price pick-up.
Mr. Huang said, "I was really worried when I heard about the price increase. But think about it carefully, this round of price increases actually did not have much impact on my willingness to buy a car, on the one hand, I feel that this price increase is a collective price increase, and the impact on policy changes and raw material prices is universal, and it is not likely to feel that it has been pitted. On the other hand, I also did a lot of screening and understanding before buying a car, and since I chose this car, I also think that it is most in line with my current car needs, so I will not waver. Of course, there is also a very core problem is that the range of this round of price increases is still within their own affordability, and they just need to use a car, so even if they are told that they need to pick up the car at the price after the price increase, they will still insist on buying. ”
But Ms. Zhao, who has been hovering between the fuel car and the pure tram, immediately made up her mind to throw herself into the arms of the fuel car.
Ms. Zhao had previously wandered around the good cats of Mazda Axela and Euler at a comparable price point. In hesitation, the two major factors of "Euler price increase and 3 months to pick up the car" pushed Ms. Zhao to the fuel car. "New energy vehicles already have problems such as high prices and false mileage, and now government subsidies are reduced, and compared with the same level of fuel vehicles, the advantages are no longer obvious."
"People who really love this brand of vehicles are very determined." Euler sales staff said that from the store intention to buy a car reflect that everyone is basically acceptable to the current increase, but slightly unacceptable to wait 3 months to pick up the car. It is true that some car buyers have reselled fuel vehicles.
People in the industry generally believe that at present, the mainland's new energy vehicles are passing the inflection point of marketization, from policy-driven to demand-driven. Even if some car companies raise prices, the impact on sales is expected to be very limited.
The sales staff of many car companies also told reporters that the price increase did have an impact on sales, and it still needs to be observed for a period of time. Depending on the order and delivery cycle, the impact of price increases may be truly reflected in March and April.
Spring City Evening News - Kaiping News Reporter Zhao Danqing Liu Yangming
Editor-in-charge Lu Shicheng
Proofread by Yuan Xi
Editor Li Rong
![The tide of price increases is coming, and choosing any car actually does not save money[fig]](data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=)