After the Russian-Ukrainian conflict some time ago, the prices of various commodities soared, which made the cost of many new energy vehicles soar at once. After Musk complained about the rising cost of new energy vehicles, he immediately raised the price of Tesla, and the price of many models sold in China rose by 30,000 yuan. In fact, not only Tesla has increased prices, but also companies such as BYD and Xiaopeng Automobile are also raising prices.
On March 16, BYD raised the price of 39 configurations of 10 models, ranging from 3,000 yuan to 6,000 yuan.
On March 21, Xiaopeng Automobile announced a price increase ranging from 10,000 yuan to 30,000 yuan.
However, it is said that the price increase was because the raw materials were too expensive, so will the price of important raw materials be reduced after the price is extinguished?
LME nickel speculation sentiment fell, coupled with Indonesia and other countries announced increased production of nickel ore, as of 17:00 on March 21, LME nickel fell 15% at 31380 US dollars / ton. Previously, LME nickel once soared to $100,000 / ton.
According to lithium carbonate business sources, the price of battery-grade lithium carbonate has fallen back to 496,000 yuan / ton, and the momentum of price increases has stopped, and prices may continue to be reduced in the short term. It is reported that this is because the Ministry of Industry and Information Technology interviewed a number of lithium salt companies and asked for greater efforts to ensure supply. Previously, because the demand was very large and the supply was insufficient, the price of lithium carbonate rose twice this year, once soaring by more than 500,000 yuan / ton, and last year, some lithium carbonate prices were only 50,000 / ton.
However, the "chip famine" is still affecting car companies. Affected by the "lack of core shortage", some car companies have to buy chips at high prices, which leads to an increase in the cost of car companies, and finally the price of the car increases.
At present, although the price of some materials for new energy vehicles has declined, overall, the prices of various materials have risen sharply this year, and the problem of imbalance between supply and demand still exists, so the price of new energy vehicles is unlikely to decline in the short term.
Text | Ou Jinfei title | Zeng Yi | Li Zeju