Oil prices have risen all the way, oil truck owners can not afford to drive, car purchase intentions more from oil vehicles to new energy vehicles, however, in March, new energy vehicle companies have joined the price increase tide.
What is the reason for the increase in the price of new energy vehicles?
This is not only explained by the decline in subsidies, because Tesla, BYD, Xiaopeng, Nezha, Weima and most other car companies have already had a round of price increases in the New Year. On the other hand, from the current price increase of new energy vehicle companies, the reason for the price increase and the chip has little to do with each other, because pure fuel vehicles can not increase in price, we can basically determine that the core reason for the price increase is the rise in battery raw materials, the larger the battery energy (kWh) on the carrier The higher the price increase of the model.
Here, the first electric network summarizes the car companies that have increased prices since March for your reference.
GAC Aeon: An increase of 4k-10k yuan, effective March 4
On March 4, GAC Aeon issued an announcement that due to the sharp rise in raw material prices and the decline of new energy car purchase subsidies, GAC Aeon will adjust the official guidance price of its AION Y, AION S Plus, AION V Plus and other related models, this round of adjustment price increase ranges from 4,000-10,000 yuan, customers who have signed contracts are not affected, and this round of price adjustment will take effect from the announcement on March 4.
Specifically: Relevant channels learned that GAC AION Y rose by 10,000 yuan, AION S Plus rose by 4,000 yuan, AION V Plus rose by 5,000 yuan (except for the fast-charging version and the 90 version), and AION LX Plus was not affected by the rising news.
Tesla: After the price increase at the end of December, the price increase was raised twice this year
On March 10, the price increase was the first time this year
The highest increase in new energy vehicles is Tesla, the price of Tesla Model 3 high-performance version from the original 339,900 yuan, to the current 349,900 yuan.
The Model Y standard endurance version has risen from the original price of 291,800 to the current 301,800 (last year, adjusted at the end of the year).
The Model Y long-endurance version has risen from the original price of 347,900 yuan to the current 357,900 yuan.
Model Y High Performance Edition has risen from the original price of 387,900 yuan to the current 397,900 yuan.
On March 15 and March 17, the second price increase of all models in the series was carried out
On March 15, Tesla's official website in China showed that the Model 3 high-performance version and the Model Y long-endurance, high-performance version and the Model 3 rear-wheel drive version of the model all increased in price, an increase of 14248-20000 yuan.
On March 17, on Tesla's official website in China, the Model Y rear-wheel drive version also increased in price, from the original 301,840 yuan to the current 316,900 yuan, an increase of 15,060 yuan, from the fraction of 60 yuan can be seen that Tesla is kind to make up a whole. The price of the remaining models remained unchanged.
BYD models: up 3k to 6k yuan, the second adjustment within the year
In the early morning of March 15, BYD's official Weibo released the "Explanation on Model Price Adjustment", and the price of MANY BYD models increased by 3,000-6,000 yuan, less than two months since the last price increase. The specific price increase details are as follows:
Chery New Energy: Up 3k-7.1k yuan, effective March 17
On March 17, we learned from Chery New Energy that Chery Small Ant will increase its price by 3,000-7,100 yuan. Chery QQ Ice Cream Entry-level Pudding model did not increase in price, the cone model and the saint's model increased by 3100 yuan, the specific price increase details are as follows:
Nezha Automobile: Increased by 3k-5k yuan, effective on March 18, the second price increase in the year
In the early morning of March 18, Nezha Automobile officially announced that due to the increase in the price of upstream raw materials, and the tight supply chain supply and many other factors, Nezha Automobile will adjust the price of the models on sale, ranging from 3000-5000 yuan, the price adjustment will take effect from 00:00 on March 18, before which users who pay deposits through official channels such as Nezha Automobile APP and official website are not affected by this price adjustment. The specific price increase details are as follows:
Geometric cars: 3k to 7k yuan, effective March 19
On March 18, Geometry Auto issued an official announcement that it will raise the price of several of its models on sale, Geometry A Pro, Geometry C, and EX3 by 3,000-7,000 yuan, and the price adjustment will take effect from 00:00 on March 19.
We believe that the core reason for the price increase is the rise in battery raw materials, the higher the price of the model with the larger the battery energy (kWh), so the geometric EX3 has a high probability of raising the price by 3,000 yuan, and the version of the geometric A Pro and the geometric C equipped with a 70kWh battery pack will increase by 5,000-7,000 yuan.
Geometry Auto's Geometry A Pro and Geometry C are two models, of which the Geometry A Pro is now priced at 126,800-199,800 yuan, and the pure electric mileage is 400-600 kilometers. Geometry C is now priced at 129,700-182,800 yuan, with a pure electric cruising range of 400-550 kilometers.
Zero-run cars: C11 rose 20k-30k yuan, effective March 19
On March 18, Zero Run Auto issued an announcement that the price of all zero run C11 models has been adjusted after subsidies, and the price adjustment will take effect on March 19, 2022, and the C11 orders that have paid a deposit before this will not be affected by the price adjustment.
The price comparison shows that the zero-run C11 performance version increased by 30k yuan, the premium version increased by 30k yuan, the deluxe version increased by 20k yuan, and the price after the price increase was 159,800-199,800 yuan after the subsidy of the whole series of zero-run C11.
Xiaopeng Automobile: Up 10.01k-20k yuan, effective March 21
On March 18, Xiaopeng Motors officially issued an announcement that the price of the models on sale will be adjusted, and the increase in the price before the subsidy is 10, 100 ~ 20, 000 yuan, the price adjustment will take effect from 00:00 on March 21, before which users who pay deposits through official channels such as Xiaopeng Motors APP and official website are not affected by this price adjustment.
On January 11, 2022, the price of Xiaopeng Automobile's models on sale increased by 4300-5900 yuan, and the price increase is likely to affect the sales of new energy vehicle companies in 2022.
WM Motors: 7k-26k yuan, effective March 28
Affected by the continuous sharp rise in raw material prices and the tight supply of suppliers, WM Automobile will adjust the price of the models on sale, and the price increase after comprehensive subsidies will range from 7k to 26k yuan, and the price adjustment will take effect from 00:00 on March 28, and the users who have completed the deposit payment before will not be affected by this price adjustment.
Euler: $6k-7k, effective March 23
On March 19, Euler Automobile officially announced that due to the continuous sharp rise in the price of upstream raw materials, Euler Automobile will adjust the price of the 2022 Euler Good Cat (including GT version) of all models, and the comprehensive guidance price after subsidies will be raised by 6k to 7k yuan, and the price adjustment will take effect from 00:00 on March 23, before that, users who pay deposits through official channels such as the Euler APP are not affected by this price adjustment.
Lantu Auto: up 20k-30k yuan, the price has been updated on March 21
Unlike other car companies, Landu Automobile did not issue a price increase announcement, but on March 21, its official website has quietly raised the price of the two models of Lando Free, of which the Lando Free extended range version was updated from the original 313,600 yuan to 333,600 yuan, an increase of 20,000 yuan; the pure electric version was updated from the original 333,600 yuan to 363,600 yuan, an increase of 30,000 yuan.
At the time when new energy vehicle companies have issued announcements, Ideal Auto CEO Li wants to update Weibo and said that the increase in battery costs in the second quarter is very outrageous. Li Xiang's view also further confirmed that the price increase of this wave of new energy models in March was mainly due to the sharp increase in the cost of power batteries, and the rising price of power batteries caused by the continuous rise of upstream raw materials.
Taking lithium carbonate, the main material in power batteries, as an example, the price of battery-grade lithium carbonate in 2021 increased by an average monthly increase of about 22,000 yuan / ton last month. The fastest month of growth was December 2021, with an increase of 71,000 yuan / ton. It should be known that the average price of battery-grade lithium carbonate in early 2021 is only 50,000 yuan / ton! As of March 2 this year, the average price of the latest battery-grade lithium carbonate has risen to 502,900 yuan / ton.
At the same time, the price of cobalt has also risen from less than 300,000 yuan / ton at the beginning of 2021 to 500,000 yuan / ton now (March 2). There are also power batteries to use the separator, positive and negative electrode materials, electrolyte and other battery-related raw materials have different ranges of price increases, the increase is basically more than 100%! Cathode materials are the main component of lithium-ion batteries, determining the energy density of the battery and also accounting for most of the cost of the power battery.
Behind the rise in raw materials and the financial pressure of enterprises, the future may change the pattern of new energy vehicles is the development of new technologies. If you want to further reduce costs, you can consider from the following three aspects, first, reduce the price difference of middlemen and reach strategic cooperation; second, improve the process, optimize the material utilization rate, improve the process, etc.; third, compress the cost in other parts.
Volkswagen Group China can be described as a quick eye and quickly began to lay out the supply chain of battery raw materials.
On March 21, two memorandums of understanding on strategic cooperation were signed with Huayou Cobalt and Tsingshan Group to further consolidate their position in the domestic battery value chain and strengthen their competitiveness in the fast-growing field of electric mobility. The cooperation aims to achieve cost advantages, ensure the supply of raw materials, achieve a transparent and sustainable supply chain, and strengthen technological innovation synergy in the whole industry chain, including precursors and cathode materials.
There is also a zero-run car that is about to launch the zero-run C01, which will be equipped with the world's first CTC technology battery, which is also a breakthrough.
According to public information, CTC battery chassis integration technology integrates the battery with the car body and chassis, reducing the number of parts by 20%, reducing the cost of structural parts by 15%, increasing the stiffness of the vehicle by 25%, simplifying the assembly process, and highly integrated and modular.
Tesla released the 4680 type electrodeless ear battery in 2020.
The Model 4680 battery is 46mm wide and 80mm long. The capacity of the 4680 battery will be increased by about 5 times, the energy density will be increased by about 15%, the vehicle range will be increased by 16%, and the power output will be increased by 6 times. In addition, the cost per kWh has been reduced by 14%. In other words, the 4680 battery has a higher energy density, higher power, faster charging, and greater cost-effectiveness.