When the owners of fuel vehicles began to worry about the rise in oil prices and the need to queue up in advance for refueling, consumers of new energy vehicles also began to "worry" about the price increase.
New energy vehicles generally "increase in price"
From March 15 to March 20, 9 new energy vehicle companies have heard "rising voices", ranging from 3,000 yuan to 30,000 yuan. Overall, the tight supply of batteries, chips and components is still the main reason for price increases.
On the evening of March 19, WM Motor issued an announcement that due to the sharp rise in raw material prices and the tight supply of suppliers, the price increase after the comprehensive subsidy of the sold models ranged from 7,000 yuan to 26,000 yuan. The price adjustment will take effect from 00:00 on March 28, and users who have paid a deposit before that will not be affected.
From March 10 to 17, Tesla raised the price of its Model Y rear-wheel drive version/ all-wheel drive version / all-wheel drive high-performance version, and model 3 all-wheel drive high performance version, ranging from 14,000 yuan to 20,000 yuan.
On the evening of March 15, BYD issued an announcement that the official guidance price of its main sales of new energy vehicles Dynasty series and ocean series will be adjusted from March 16, ranging from 3000-6000 yuan, involving models including Dynasty.com's DM-i and pure electric, as well as Ocean's Dolphin and E2.
Within a day of March 18, a number of new energy brands announced price increases. The price of all models of Nezha Automobile will increase by 3,000 yuan to 5,000 yuan; after the price adjustment of Xiaopeng Automobile, the price increase before subsidy will be between 10,100 yuan and 20,000 yuan; the official guidance price of zero-run cars will be adjusted after the subsidy of all C11 models, with a price increase of 20,000 yuan to 30,000 yuan; the official guidance price of Geometry APro, Geometric C and EX3 under Geometry Automobile will be raised by 3,000 yuan to 7,000 yuan.
In addition, the 2022 Hongguang MINIEV listed on March 11 is 2,000 yuan higher than the old model. According to CCTV financial reports, since entering March, nearly 20 new energy vehicle companies have announced price increases.
Batteries, chips, and parts are in tight supply
In fact, as early as the beginning of the year, due to the decline of new energy subsidies, many new energy vehicle companies have announced price increases. In the wave of price increases at the beginning of the year, there are still many car companies that insist on "not moving". But this round of new energy price increases, new energy vehicle companies have basically participated in the whole staff.
At the same time, the words of various car companies on price increases are very similar, "the price of upstream raw materials has risen, and the supply of suppliers is tight." This also shows that the rise in the price of raw materials such as batteries and chips has made car companies feel the pressure.
The person in charge of a car company complained on the Internet that "the increase in battery costs in the second quarter is very outrageous." Ideal Auto CEO Li Xiang said on his personal Weibo on the evening of March 19, "At present, brands that have contracted with battery manufacturers to determine the price increase in the second quarter have basically announced price increases immediately." If there is no price increase, most of them have not yet been negotiated, and the price will generally increase immediately after waiting for the negotiation. ”
As the main raw material of power batteries, lithium, cobalt and nickel have all seen a sharp increase in prices. Business agency data show that on March 17, the comprehensive quotation of the battery-grade lithium carbonate market was 480,000 yuan / ton to 522,000 yuan / ton, while the price of lithium carbonate in early 2021 was only 50,000 yuan / ton. At the same time, the price of cobalt has also risen from less than 300,000 yuan / ton at the beginning of last year to 568,000 yuan / ton, nearly doubling.
In addition, affected by the Russian-Ukrainian conflict, Russia, as the world's third largest nickel producer, has seen a sharp rise in nickel prices. The price change of nickel sulfate alone has caused the price of ternary materials to rise by 160,000 yuan to 250,000 yuan per ton. The price of ternary lithium batteries rose by 31 yuan to 47 yuan per kWh.
In addition, neon and palladium, an important raw material of the chip, are affected by the Russian-Ukrainian crisis, which may drive the global chip price increase. Two of Ukraine's major neon suppliers, which supply 45 to 54 percent of the world's semiconductor manufacturing, have stopped production. Spot palladium rose 2 percent at $2,566.42 an ounce on March 18.
It is expected that more car companies will raise prices
At present, some car companies have not yet announced the news of the price increase of their new energy models, but this does not rule out the possibility of price increases in the future.
An executive of a new energy vehicle company introduced to reporters, "Generally, new energy vehicle companies order from battery companies, and the cycle is about 45 days. And the current round of price increase news, everyone has actually received, the car price has not risen enterprises should also release price increase news in the future."
Xiaoxiang Morning News reporter Hu Xiong