Lead
After visiting a number of new energy brand 4S stores,
The reporter found that
New energy vehicles are rising in price,
Booking cycles are also very long.
A reporter from China Automotive Pictorial collected a video at the scene
Recently, a number of new energy vehicle brands announced price increases, ranging from 1,000 yuan to 10,000 yuan. A number of car companies said in the price increase announcement that the main reason for the price adjustment is the sharp rise in raw material prices. Due to the rise in the price of power batteries and chips, there may be car companies announcing price increases in the future.
Geometric car kung fu cow can not deliver the car
Recently, China Automotive Pictorial received a complaint from Ms. Wang, the prospective owner of the GEOMETRY CAR EX3 Kung Fu Cow, who said that the EX3 Kung Fu Cow has not been able to deliver the car, and the manufacturer and dealer cannot give a satisfactory answer.
"I purchased the "expansion gold" through the geometry app in September 2021, signed a car purchase contract at the authorized store and paid a deposit of 5,000 yuan, and the contract stated that the car would be delivered before November 30. Ms. Wang said, "When booking a car, I said that the 399 yuan expansion gold can reach 3999 yuan when buying a car, but now I have not been able to mention the car." ”
The reporter asked the geometry car 4S shop for this matter, and the sales staff said that the current low-end version does not accept orders, and the high-end version accepts reservations, delivers the car within 3 months after paying the deposit, and if it is impossible to deliver the car in 3 months, the deposit is refunded.
"I ordered a strong cow cow for the Auspicious Geometry Kung Fu Cow, and the price at that time was 58,800 yuan." Ms. Wang told reporters, "Geely customer service informed that the original price of the car needs to meet three points, one is that it needs to be entered into the system before February 28, the second is that dealers and manufacturers need to settle before the end of March, and the third is that the car needs to be picked up before the end of May." ”
The reporter saw in the official mall of geometric cars that there are now two versions of Kung Fu Cattle, the price of Strong Bull Bull is 65800 yuan, and the price of Kung Fu Cow is 75800 yuan. The price of strong cattle and cattle increased by 7,000 yuan compared with the price at that time.
Ms. Wang's experience is not an isolated case, in the black cat complaints, car quality network and other quality complaint platforms, there are more than 300 complaints about "promises not fulfilled" and "can't mention the car", as of press time, the number of complaints is still increasing. The main problems of the complaint are "unfulfilled promises" and "can not pick up the car after paying the deposit".
Ms. Wang said that at that time, she chose Kung Fu Niu because of the cost performance, because she gave up other cars because of the waiting car, and now other cars have also increased in price.
Some car owners successfully picked up the car after purchasing the EX3 Kung Fu Cow, but found that there was a big difference between the actual car configuration and the official configuration. Mr. Geometry Kung Fu Oxcart Advocate revealed to China Automotive Pictorial that Geely Geometry Kung Fu Bull EX3 does not have a car networking function. There is also no traffic. However, the official configuration table indicates that there is a "Internet of Vehicles" function.
In addition, Mr. Zhang also told reporters that the official customer service initially let the download of the "Geely Automobile" G-NETLINK App, but there is still no car networking function after downloading the App.
Many car owners believe that Geely Automobile should abide by the good faith, and since it has signed a car purchase contract, it should fulfill its commitments. The owner cannot be delayed for external reasons.
New energy vehicle companies generally increased prices
Price increases, long delivery time is not a case of geometric cars, in the face of battery prices, chip supply difficulties, many car companies have adjusted the price of cars. After visiting a number of 4S stores, many salespeople told China Automobile Pictorial that there is no preferential price now, and it will take several months to pick up the car.
In an imported brand 4S store, the reporter found that some models only had exhibition cars left. The salesperson said that Curry also has no cash car, and it will be at least about four months before it is booked. At the same time, he explained that it is possible that the supply of automotive chips is insufficient, affecting production.
New energy vehicles are the hardest hit areas of this price increase, some brands need to add 5,000 yuan, and some exceed 10,000 yuan. On March 20, WM issued an announcement to adjust the price of the models on sale, and the price increase after the comprehensive subsidy ranged from 7,000 to 26,000 yuan.
Xiaopeng Automobile issued an explanation of the price adjustment of the model on March 18, and the price of the company's products will be raised from 10,100 yuan to 20,000 yuan before subsidies, and the price adjustment will take effect from 00:00 on March 21.
The reporter found in the Xiaopeng Automobile Sales and Service Center that the Expected Delivery Time of the Xiaopeng P5 460 version is 14-15 weeks, the estimated delivery time of the 510 version is 18-19 weeks, and the 550 version is slightly shorter, and it also needs to wait for 7-8 weeks, and the 600 version also needs to wait for 4-5 weeks.
Zero-run cars also issued price adjustment instructions on March 18, after the price adjustment, the price of zero-run C11 luxury version and premium version model increased by 20,000 yuan respectively, and the performance version model increased by 30,000 yuan.
Tesla price increased 3 times in 8 days, and on March 10, Tesla China announced that the price of domestic Model Y long-range and high-performance models was raised by 10,000 yuan. On March 15, Tesla once again raised the price of domestic Model Y long-endurance and high-performance models, up 18,000 yuan and 20,000 yuan respectively; domestic Model 3 high-performance models rose by 18,000 yuan. On March 17, the price of the domestic Model Y rear-wheel drive version increased by 15,060 yuan.
Tesla center sales staff revealed to China Automotive Pictorial that the expected delivery time of the domestic Model 3 is about 4 months, and the expected delivery time of the domestic Model Y is about 3 months. At the same time, the sales staff also said that it is not certain whether there will be a price increase in the future.
On March 16, BYD announced the adjustment of the official guidance price of new energy models related to Dynasty Network and Ocean Network, of which the PRICE of DM-i hybrid models increased by 3,000 yuan and the price of EV pure electric models by 6,000 yuan. Previously, on January 21, BYD Automobile announced that it would adjust the official guidance price of new energy models related to Dynasty Network and Ocean Network, with an increase of 1,000-7,000 yuan.
The sales staff of BYD's 4S store introduced to China Automobile Pictorial that there are not many existing cars at present, only some models are equipped, and there are almost no existing cars in hybrid models.
In the Euler 4S store, the reporter found that there were only euler good cats in the store, and the white cats and black cats had stopped taking orders. At the same time, the good cat booking cycle takes a month and a half to two months. On March 1, Euler Automobile adjusted the price of Euler Good Cat, and the price increased by 8,000 yuan to 18,000 yuan across the board.
On March 16, Chery New Energy issued an announcement that the price of small ants-related new energy models was adjusted, and the increase was 3,000 yuan to 6,000 yuan. According to the reporter's understanding, the booking time of the small ant is also about a month.
Raw materials have become the driving force behind the price increase
A number of car companies said in the price increase announcement that the main reason for the price adjustment is the sharp rise in raw material prices.
On the one hand, the price of raw materials has led to an increase in the price of power batteries. On March 19, Ideal Auto CEO Li Xiang said on social media: "The increase in battery costs in the second quarter is very outrageous. At the same time, he believes that brands that have contracted with battery manufacturers to determine the price increase of batteries 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.
A relevant person in charge of a new energy vehicle company recently said that the battery cost rose more severely, since the second half of last year, the price of the Ningde era power battery has increased twice, according to the battery cost of a new energy vehicle, the last increase was 10,000 yuan, and not long ago it rose by 10,000 yuan.
Battery-grade lithium carbonate and battery-grade lithium hydroxide soared from 52,000 yuan / ton and 49,500 yuan / ton at the beginning of 2021 to 515,000 yuan / ton and 491,000 yuan / ton, respectively, an increase of nearly 9 times.
Shanghai Nonferrous Metals Network expects that from 2020 to 2025, the release rate of global lithium resources will accelerate, the five-year compound growth rate of lithium resource production will reach 31%, and the growth rate of lithium resource demand in the same period is expected to be 36%, and the output growth rate will still not keep up with demand.
On the other hand, the price of chips has risen. The lack of "core" problems that have continued since 2021 has not been solved, and under the influence of the lack of raw materials, the price increase is more obvious.
At present, the main thing missing in the car factory is the MCU (micro-control unit) chip, the MCU chip is currently the most widely used chip, shipping nearly 23.5 billion in 2020, and the automotive electronics application occupies more than 1/3 of the MCU market. With the development of vehicle electrification, intelligence and networking, the demand for MCUs by car companies has greatly increased.
Some industry insiders believe that the price of the chip itself has risen, but the increase is not so serious. However, due to the insufficient supply of chips, agents and dealers hoarded goods to inflate prices, making chip prices soar. At the same time, upstream chip suppliers require a complex certification process, and automakers cannot switch suppliers in the short term.
In addition, on the eve of the Ukrainian-Russian conflict, the price of neon gas rose from about 600 yuan per cubic meter to 1700 yuan. Neon gas is the main raw material in the chip manufacturing process, which further drives up the price of the chip.
Cui Dongshu, secretary general of the National Passenger Vehicle Market Information Joint Association, believes that the price increase of raw materials for new energy vehicles is a cyclical behavior, and the current general increase in vehicle prices is also a reflection of the rise in raw material prices. With the recovery of the supply environment at the industrial end of raw materials, the unfavorable factors of price increases will be alleviated to a certain extent.
At the same time, Cui Dongshu also said that the new energy market is in good condition, and there will be car companies that announce price increases next.
The automotive industry supply chain is long, the degree of globalization is high, in the context of repeated global epidemics and complex international situations, rising raw material prices will lead to an increase in automobile prices, and there may be more car companies that will increase prices in the future.
Dong Yang, co-chairman of the China Automotive Chip Industry Innovation Strategic Alliance, said that most of the current new energy vehicle manufacturers have not yet made a profit, and the market will not accept that the price of new energy vehicles is significantly higher than that of traditional cars of the same level. The rise in raw materials is too large, it is difficult to absorb all the increases in a certain link of the industrial chain alone, and the upstream and downstream of the industrial chain should be coordinated in unison to share the cost increase brought about by the price increase of raw materials.
At the same time, Dong Yang believes that in addition to the upstream and downstream of the industrial chain to overcome difficulties and overcome difficulties together, we also need to work hard to improve the energy efficiency of new energy vehicles and appropriately set the mileage in order to save resources.