Oil prices have risen repeatedly, and fuel vehicle owners have complained bitterly. After everyone thinks that new energy is the best recipe for the world, they do not know that their price increase momentum is also menacing.
In 2020, due to the localization of Tesla Model 3 and the use of domestic supporting suppliers of parts, the price has been reduced many times, and once some media predicted that Model 3 will drop to 180,000 yuan. However, contrary to expectations, after several recent price adjustments, the price of the after-drive version of the Model 3 has risen to 279,900 yuan, which is 100,000 yuan more expensive than expected.
Not only Tesla, but also the mainstream new energy vehicles of independent brands have also adjusted their prices.
We can put the price increase down to three reasons: lack of cores, rising battery materials, and new energy subsidies declining.
Since the outbreak of the epidemic, the lack of cores has always existed, and due to this, some models have been delayed in delivery and discontinued production. The new energy vehicle national subsidy slope has caused a wave of price increases last year, and the main reason for this round of price increases is the price increase of battery raw materials, which is also mentioned in the price increase announcement of many models.
Among the raw materials for batteries, the prices of nickel and lithium carbonate have risen. Among them, nickel staged a good drama of "demon nickel rampant" last week, and the price once soared to 80,000 US dollars / ton, and now although it has fallen, it is still maintained at a high of more than 20,000 US dollars.
The price of lithium carbonate has soared from 50,000 yuan / ton in January 2021 to the current price of 500,000 yuan / ton, a full 10 times.
Nickel is the core material of ternary lithium batteries, so the increase of electric vehicles using high-nickel ternary lithium batteries is not low. For example, the price increase of Euler good cat reached 12,000 yuan, an increase of 8.89%.
Due to the high price of nickel, cobalt and other precious metals, many models turn to lithium iron phosphate batteries that do not contain nickel and cobalt, so in 2021, the installed capacity of lithium iron phosphate will exceed that of ternary lithium batteries, so lower-cost lithium iron phosphate batteries are also used in low-end models.
It is also due to the increase in demand for lithium iron phosphate, and its price has also risen. According to the latest data from the business agency, the current market quotation for battery-grade lithium carbonate remains high, and the average market price has exceeded the mark of 500,000 yuan / ton.
At present, the price of lithium iron phosphate for ternary lithium batteries has not had much price advantage, so the use of lithium iron phosphate zero-run T03 has been greatly affected, the increase directly reached 12.01%.
But the same are 31-40 degree batteries, mainly using ternary lithium batteries Nezha V rose even lower, "only" 3.28%. It can be seen that the rise in the price of lithium iron phosphate batteries will have a greater impact on the price increase of the model, which can also be seen on the Tesla Model Y.
Tesla Model Y's three models have risen, of which the entry-level version is the rear-drive version, which uses a 60kWh lithium iron phosphate battery, so the price increase amount is as high as 36184 yuan, the amplitude reaches 12.88%; the last two versions use ternary lithium batteries, and the price increase is relatively lower.
Of course, there are some factors that make up for the decline of some countries, but the impact of battery price increases is still crucial.
From the overall situation, the price increase is more in the model equipped with ternary lithium batteries, accounting for more than 70%. The main reason is that the endurance of models equipped with ternary lithium batteries is generally long, the battery pack capacity is large, and a larger amount of battery materials is needed, so it is more sensitive to the price increase of raw materials such as nickel.
In other words, the price of models with longer battery life and stronger performance or more luxurious models will rise higher. For example, Tesla Model 3, Model Y, Xiaopeng P7, BYD Han EV and GAC AEAN LX PLUS have risen relatively high.
For example, the zero-run T03 and the Euler Good Cat GT are because the models are small, the cost of the whole vehicle has been suppressed very low, and the impact of the price increase of internal digestion battery raw materials is more difficult, so the amount of the increase will be higher than that of vehicles such as Nezha V and Dolphin.
The price of battery raw materials is still rising further, with the further decline of the national supplement, the good days of new energy vehicles are not long.