| Financial World Weekly Wang Xin
Editor| Mao Shiyang
Tesla raised the price 3 times in a week, and many car companies have also chosen to follow up the price increase due to the rising cost of batteries.
On March 18, Xiaopeng Automobile's WeChat signal issued an announcement that affected by the continuous sharp rise in the price of upstream raw materials, Xiaopeng Automobile will adjust the price of the models on sale, and the increase in the price before the subsidy will range from 10,100-20,000 yuan.
In fact, this is the second time since 2022 that Xiaopeng Automobile has raised the price of its entire range of products. On January 11 this year, the price of Xiaopeng Automobile rose by no less than 5,000 yuan, of which the full range of the Enjoy model P7 increased by 5,700 yuan, but xiaopeng Automobile did not maintain the scale of monthly sales of 10,000 vehicles after the price increase, and a total of 6225 cars were delivered in February, and the delivery volume declined.
But now Xiaopeng Automobile is impacting the performance of the past three days. Recently, a text with the words "Important Notice" written on it circulated online, which mobilized all Xiaopeng sales staff to work hard. "The price of the No. 21 full series of models has risen, the price of P7 has increased by 20,000, the price of P5 and G3i has increased by 10,000, and everyone has stopped today, and has the right to make customer invitations, which can only be notified by telephone, and it is not allowed to notify customers in text form or send a circle of friends."
Subsequently, the "Finance and Economics" weekly asked the staff of Xiaopeng Automobile for verification, and the staff said that Xiaopeng Automobile has exploded in the past two days, "Recently Tesla has risen by tens of thousands, and our side is a bit unbearable, so next Monday Xiaopeng Automobile will raise the price of the whole series, and the price increase is not less than 10,000 pieces." He also said that the current international raw materials and chip supply has been cut off, so that the cost of the entire supply chain has changed a lot compared with before, he suggested that consumers "no matter what car you buy, you must be early." ”
Coincidentally, Nezha Automobile has also announced a second round of price increases starting on March 18, and the price of its models on sale has increased by 3,000-5,000 yuan.
According to statistics, since March this year, by the state subsidy of 30% decline and the rise in raw material and battery prices, more than 40 models in China have increased in price, ranging from less than 1,000 yuan to more than 30,000.
Tesla's long-endurance model Y price has also risen by about 8% since January. The price of the standard model Y rose by about 5%, and tesla raised the price three times from March 10 to 17, so that the model 3 and model Y finally rose in the whole series. BYD Automobile's price increase of 3,000-7,000 yuan for the second time since March 16, on the same day, Chery New Energy said it would raise the official guidance price of Small Ant by 3,000-6,000 yuan, effective March 17.
The previous zero-run T03 price increase was 9,000 yuan, up about 12%, ranking first in the list of increases. In addition, the EULER good cat GT version rose by 8.9%, a price increase of 12,000 yuan, GAC Aian increased prices by 5,000-10,000 yuan, SAIC Roewe rose by 2,000 yuan, SAIC-GM-Wuling rose by 2,000-3,000 yuan, WM previously increased prices by 4,000 yuan, Volkswagen ID series, Changan, Ford, Volvo, Polestar and other models have also raised the price of some models.
In the face of the successive price increases of more than 40 models of mainstream car companies, car companies that do not increase prices even have to issue separate statements to stabilize consumer confidence.
On March 17, Weilai Automobile issued an official statement saying that price stability is good for the interests of users and the market, and Weilai has no intention of increasing prices in the short term. At present, the international raw material price, including chip supply and demand, has made the cost of the entire supply chain change greatly compared with before, but Weilai will also make flexible decisions according to changes in the objective environment.
According to the data of Shanghai Nonferrous Metal Network, a year ago, the price of lithium carbonate, the main raw material of power batteries, was maintained at 50,000 yuan a ton, and now it has soared to 500,000 yuan a ton, in addition, the price of lithium metal jumped by 100,000 yuan per ton for two consecutive trading days, as of March 15, the average spot price of lithium metal rose to 3.15 million yuan a ton, up 125% from the beginning of the year.
In this context, there are rumors that the pressure of midstream battery factories is rising, and they have responded by not buying goods and not taking orders, but ningde times, Guoxuan hi-tech, ganfeng lithium industry have expressed their position, and this situation does not exist. However, due to the recent sharp rise in the price of nickel raw materials for ternary batteries, as of March 8, ternary materials rose by 16,000-25,000 yuan a ton, and the corresponding ternary lithium battery price increased by 31-47 yuan per kilowatt hour, corresponding to a 70 kWh electric vehicle that is, the cost of batteries rose by 2200-3300 yuan. According to the LME nickel price method, the cost of high-nickel ternary products has the highest increase, and it is expected that nickel sulfate will rise by 80,000 yuan per ton, corresponding to the cost of batteries will rise by 7,000 yuan.
In this regard, some insiders believe that if the price of power battery raw materials cannot be stabilized, new energy vehicle companies may also have a new round of price increases.