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Market research | new energy vehicle market that has been blown by the "price increase wind"

Market research | new energy vehicle market that has been blown by the "price increase wind"

What is it like to queue up in the middle of the night to refuel? This year, oil prices, which have "risen six times in a row", have risen twice! Netizens have ridiculed: "95 full, ruined!" "Can fuel owners still carry it?" A considerable number of currency-holding consumers have locked their eyes on new energy vehicles that are cheaper for daily use, but at present... Trapped by raw material prices, new energy vehicle companies have been squeezing profit margins and have also made adjustments, and many popular models have raised prices.

Three consecutive rises in 7 days, Tesla finally became a "wealth management product"?

Market research | new energy vehicle market that has been blown by the "price increase wind"

No one will think that Tesla, which is ridiculed as the "king of leeks", will become the first enterprise to increase prices, on March 10, Tesla China officially announced that the high-end performance version of Model 3 and Model Y long endurance version, high-performance version of the price increased by 10,000 yuan; on March 15, in addition to the rear-wheel drive version of model Y, Tesla once again increased the price of model 3 rear-wheel drive version, high-performance version, Model Y long endurance version, high-performance version of the four models, respectively. The increase ranged from 18,000 to 20,000 yuan; after only one day, Tesla once again raised the price of the Model Y rear-wheel drive version by 15,060 yuan, so far, three waves of price increases in 7 days, Tesla's "leeks" have become "coriander", and the old owners are ecstatic.

Market research | new energy vehicle market that has been blown by the "price increase wind"

After the price increase, the Model 3 entry-level version starts at 279,900 yuan, and the Model Y entry-level version starts at 316,900 yuan, which is 30,000-40,000 yuan more expensive than last year, which is extremely rare in the car market, it is worth noting that after multiple rounds of price increases, Tesla can only enjoy the new energy subsidy policy in the Model 3 rear-wheel drive version of the model on sale.

For the reason for the continuous adjustment of the price, Tesla officially did not announce to the public, but according to the car buyer Jun learned that Tesla's price increase is caused by the continuous sharp rise in raw material prices, Tesla insiders told the car buyer: "The Tesla price increase and price reduction response that is extremely strict on costs and profits is very rapid, so it will lead to frequent price adjustments for a week." ”

On March 13, Tesla CEO Elon Musk tweeted that the situation in Russia and Ukraine had caused commodity prices to soar to their highest levels since 2008, and said tesla and SapceX were facing huge inflationary pressures in terms of raw materials and logistics.

Market research | new energy vehicle market that has been blown by the "price increase wind"

The car buyer learned from the Tesla direct sales store that the price increase did not affect the enthusiasm of consumers to order Tesla, and a staff member told the car buyer: "After the price adjustment on the 15th day, we saw many new orders from the background, and everyone generally believed that the price of the model would increase. "According to the information from the official website, the delivery cycle of Model 3 is as long as 4-5 months, and the most basic version of Model Y will also take 2 and a half months to deliver.

The long delivery cycle and frequent price adjustments have also bred the emergence of the phenomenon of "speculative orders" on the second-hand platform, of which the 276,000 Model Y entry-level orders are the most "popular", the price has also been speculated to nearly 10,000 yuan, and the slogan of "early car, low price" can be seen everywhere.

More than 20 companies "follow the rise", should consumers hold coins to buy?

Market research | new energy vehicle market that has been blown by the "price increase wind"

On the same day of tesla's second wave of price increases in 7 days, BYD, a domestic new energy head company, also issued a price increase announcement, and since March 16, BYD has adjusted the price of new energy models related to Dynasty Network and Ocean Network, with an increase of 3,000-6,000 yuan, which is also the second price increase by BYD in the past three months.

Buy car Jun also visited BYD dealers for the first time, taking the hot-selling models Qin PLUS DM-i and Han EV as an example, the price column of the technical parameter table has been blacked out, BYD's plug-in mixed models have increased by 3,000 yuan, while the EV pure electric model has increased by 6,000 yuan, BYD dealer sales staff told the car buyer Jun: "The most we can do for this price increase is to retain the price of this week, and the car order before Sunday is still in accordance with the price before the price increase." ”

Market research | new energy vehicle market that has been blown by the "price increase wind"

In addition to Tesla, BYD two major new energy head enterprises, more than 20 new energy companies have issued price increase announcements, including Nezha Automobile, Xiaopeng Automobile, GAC Aian, Euler, Chery New Energy, Weima, etc., there are reports that after 12 o'clock this Sunday evening, Xiaopeng will carry out a new round of price increases for its models, of which Xiaopeng P7 rose by nearly 20,000 yuan, Xiaopeng P5 increased by 10,000 yuan. In this regard, the car buyer also contacted the Xiaopeng official, and the relevant person in charge did not deny the news, and said: "The follow-up is subject to the official website or APP news." ”

Market research | new energy vehicle market that has been blown by the "price increase wind"

Previously, due to the decline of the country, Xiaopeng had made a price increase for its models, but if the price increased again this week, it was obviously due to the increase in the price of parts and materials. In the Xiaopeng experience store, the sales staff said that it is not clear whether the price will increase, but for users who are in urgent need of cars, the salesmen still advise everyone to "lock the order" as soon as possible, because the fastest delivery time of whether it is Xiaopeng P5 or Xiaopeng P7 is about 2 months, and the delivery time of individual optional models is longer.

Market research | new energy vehicle market that has been blown by the "price increase wind"

A GAC Eian salesman told the car buyer: "The price increase is actually a very helpless thing for the manufacturer, we only rose a small part because of the subsidy decline before, the manufacturer chose to digest part of the cost by itself, the price of raw materials rose rapidly, and it is difficult for the manufacturer to pay for the consumers in the terminal market." ”

For mini-cars, which already have small profit margins, rising raw material prices are even clearer. Not long ago, Euler brand CEO Dong Yudong publicly claimed: "The important reason why Euler black cats and white cats stopped taking orders is that the bicycle loss exceeded 10,000 yuan. ”

Similarly, the price of Hongguang MINIEV borrowed and changed has also been adjusted, compared with the starting price of 28,800 yuan for the 2020 MINIEV entry-level version, the current price of the 2022 MINIEV self-reliance model is 34,800 yuan, which is equivalent to a price increase of 6,000 yuan.

On March 16, Chery New Energy issued an announcement that due to the continuous sharp rise in raw material prices, Chery New Energy Vehicle will adjust the official guidance price of small ant-related new energy models, with an increase of 3,000-6,000 yuan, including small ants and newly entered QQ ice cream prices have risen.

Cui Dongshu, secretary general of the Association, believes that the rise in raw materials has brought great pressure on the manufacturing costs of new energy vehicle companies, but these factors will not have a significant impact on the sales of new energy vehicles, and consumers can accept the price increase.

As the raw material supply chain stabilizes in the second half of the year, experts generally believe that new energy vehicles will alleviate the unfavorable factors of price increases, and for the new energy vehicle market with strong demand, car buyers believe that consumers can wait and see for a while before starting.

END

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