Tesla 2 times in 5 days to adjust the price up to 30,000 yuan! More than 20 new energy vehicle companies are still hot in orders for price increases

Less than a week before the last price increase, Tesla announced a price increase again. On March 15, Tesla China announced that the price of four domestic Tess models was raised, ranging from 14,200 yuan to 20,000 yuan. It is worth mentioning that on March 10, Tesla just implemented price adjustments for model 3 high-performance version and ModelY long-endurance and high-performance version, and the price was raised by 10,000 yuan. This means that in 5 days, the price has increased twice, and Tesla's models have risen by up to 30,000 yuan.

In fact, due to the tight supply chain, rising raw materials, inflationary pressures, etc., Tesla is not the only one who adjusts the price of the vehicle. Incomplete statistics, as of March 16, including Weilai, Xiaopeng Automobile, Nezha Automobile, GAC Eian, Feifan Automobile, BYD, Euler, SAIC-GM-Wuling, Volkswagen, Zero-run Car, Extreme Krypton, Geometric Automobile, Ford Motor, WM Automobile, Roewe and other more than 20 new energy vehicle companies have announced price increases, almost including most of the mainstream models in the market. "The new energy market is in good condition, and there will be car companies that announce price increases next." Cui Dongshu, secretary general of the National Passenger Vehicle Market Information Joint Association, told the Securities Daily reporter.

Policy-driven to market-driven

At the time when the subsidy is downhill by another 30%, the new wave of price increases for new energy vehicles in 2022 is actually not an accident. Among them, both the global chip shortage and the increase in the cost of raw materials for power batteries will also be affected by pressure such as new energy credits. According to the reporter's understanding, power batteries account for 30%-40% of the entire cost of new energy vehicles. Among them, the cost of raw materials accounts for about 80%. Its core resources, lithium and nickel, are rising demand, but production has not increased much, resulting in price increases transmitted from raw materials to the product side.

The data shows that on March 10, the average price of battery-grade lithium carbonate in East China has reached 491,000 yuan / ton, and the domestic quotation of lithium hydroxide is also the lowest 420,000 yuan / ton, the highest 460,000 yuan / ton. The reporter's statistics calculated that in less than a year and a half, the price of lithium carbonate has increased by 8 times. 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, which took only 20 days.

The rising cost of raw materials for power batteries has caused some new energy models to suffer from cost coverage, and Dong Yudong, CEO of the Great Wall Motor Euler brand, even admitted: "Counting the state's subsidies for new energy vehicles, coupled with the current upward trend in raw material prices, by 2023, Euler black cats and white cats will lose nearly 17,000 yuan per car sold." ”

In addition to batteries, the shortage of chips is also hindering the production capacity of automobiles. Under the linkage of multiple factors, since March this year, more than 20 new energy vehicle companies have announced price increases, involving nearly 40 models, with price increases ranging from thousands of yuan to tens of thousands of yuan. The reporter learned from BYD's official office that due to the continuous rise in raw material prices, BYD will raise the price of Dynasty and Ocean series new energy models, ranging from 3,000 yuan to 6,000 yuan. This is the second time that BYD has adjusted the price of new energy models this year.

On March 4, GAC Aeon issued an announcement that it would adjust the official guidance price of its AIONY, AIONSPlus, AIONVPlus and other related models, and the price of each car after the adjustment would increase by 4,000-10,000 yuan; WM Motor announced that from March 1, the scheduling plan and model price of some models would be gradually adjusted. Among them, the EX5-ZPRO all-round version and the Lead Chuangling edition are 3,000 yuan and 4,000 yuan higher than the original price, respectively.

SAIC Roewe released a price increase forecast in advance as early as mid-February, and since March 1, SAIC Roewe has raised the price of its RX5eMAXPHEV Fearless Premium Edition, Ei5, and i6MAXEV models, which have increased by 2,000 yuan in the original price; and in this round of price increases, Tesla's performance has once again ridden the dust. According to Tesla's official website in China, the price of the domestic ModelY long-endurance version and the high-performance version of the hot-selling model has increased by 18,000 yuan and 20,000 yuan respectively compared with before.

The cost advantage of new energy vehicles is prominent

The automotive industry once concluded: rising oil prices are the best advertising for electric vehicles. The reality is that new energy vehicle companies are experiencing a full-line price increase, while receiving orders to soft. "At present, our order volume is very hot, and the production line is in full production. An EIAN 4S salesperson said that the delivery time of the Eian Vplus 600/700 km endurance model is about 5-6 months. ”

"Deliveries are expected to be good in March." Some Xiaopeng Automobile insiders revealed to reporters that due to the surge in orders, Xiaopeng Automobile extended the delivery time for this purpose. In the case of the P7, the 670 km endurance version is 8-9 weeks, compared to 4-6 weeks. In addition, the delivery time of NIO Automobile in the new car-making force is about 8 weeks, and the ideal car is about 5-7 weeks.

Behind the hot sales is the increasingly significant cost advantage of electric vehicles. "Based on the calculation of small private cars that run 30,000 kilometers per year, refuel No. 92 gasoline and consume 8 liters of fuel per 100 kilometers, if the latest round of domestic refined oil prices on March 17 is raised by 1,040 yuan / ton, the annual fuel cost of the car is about 21,192 yuan, an increase of about 4,500 yuan over the end of 2021."

In contrast, taking the mainstream pure electric vehicle model with a power consumption of 15kWh per 100 kilometers as an example, when charging through a household charging pile (0.47 yuan / kWh), the charging cost of one year (20000 kilometers) is about 2115 yuan. Even if charged through a public charging pile (1.5 yuan / kWh) containing a service fee, its annual charging cost is only 6750 yuan, and the cost is only 10% and 30% of the fuel model.

Or because of this, the extensive price increase of new energy vehicles has not had a significant impact on the rapidly growing new energy vehicle market. According to the China Automobile Association, in January this year, the production and sales of new energy vehicles reached 452,000 units and 431,000 units, respectively, an increase of 1.3 times and 1.4 times year-on-year; in February, the production and sales of new energy vehicles reached 368,000 units and 334,000 units, respectively, an increase of 2 times and 1.8 times.

"Mainland new energy vehicles have formed a substitution effect on the fuel vehicle market, and the continuous rise in oil prices will accelerate this process." Cui Dongshu said that high oil prices have made many car buyers more inclined to choose new energy vehicles, and some consumers may choose more plug-in hybrid or pure electric vehicles in the choice of purchasing fuel vehicles and electric vehicles. Under the background of the high oil price of the entire automobile market, the choice of new energy vehicles will increase relatively, and the market share will gradually increase.

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