Ten days ago, watching the oil price break "9" and bought a fuel car for several years, my boss happily told us that he had placed a small order of Kr 001 and Cadillac LYRIQ.
Yesterday, a call from the sales came, asking him to quickly turn to "Dading", and the price of new energy vehicles was about to increase.
I have heard that the price increase of new energy vehicle companies in March is frequently on the news, and the car buyer should panic again?
Apparently, Tesla has another "bad head".
Three times a week, Tesla almost completely adjusted the price, in just 7 days (March 10-17), Tesla's Model 3 and Y series of the increase in about 14,000 yuan to 20,000 yuan, an increase of more than 5%.
And that's not even the most frustrating.
After Tesla, a number of car companies also publicly "shouted" to announce price increases, and another new energy vehicle giant, BYD, also announced price adjustments on March 15.
Affected by the continuous sharp rise in raw material prices, BYD Automobile will adjust the official guidance price of new energy models related to Dynasty Network and Ocean Network, ranging from 3,000 to 6,000 yuan.
The funny thing is that BYD announced the price increase at 23:50 on the evening of the 15th, but the effective time was 00:00 on March 16, and only 10 minutes were reserved for pre-order owners to think.
It was a little anxious.
Screenshot from BYD's official Weibo
Before the march price increase, more than 40 mainstream electric models of new energy vehicles had already adjusted their prices once at the beginning of this year.
It is said that Cai Cat understands that at the beginning of the year, the price of a new energy vehicle increased by the least 1,000 yuan, and the most had 21,100 yuan, of which the most violent price increases included Nezha, Tesla, BYD, Wuling and so on.
What's even more disgusting is that this is already Tesla's 6 consecutive price increases in the past four months. If you buy a Tesla in November 2021, the price increase is not 40,000 or 50,000, but 10,000 or 20,000.
After speculating in houses and stocks, new energy vehicles staged a round of price increases, and netizens directly called "buying a car to become financial management, earning 20 points".
When subsidies decline and raw material prices rise, the price of new energy vehicles rises.
What's more, at present, the revenue and financial statements of most of the new car-making forces are still in a state of loss, can we maintain last year's strong sales under this wave of collective price increases?
Balancing the cost side and the profit side of the sales side, car companies are "forced" to raise the price to maintain the cost side.
Understand the automobile economy, pay attention to this meow who understands finance and economics
More than 20 car companies have increased their prices
Wei Lai did not move?
Tesla is like a "price increase" whistleblower, on March 10, the starting price of some models has been raised by 10,000 yuan, 7 days later, Tesla's several hot-selling models have once again ushered in a "5%" increase.
For example, the Model Y high-performance version with the largest increase in price increased from 397,900 yuan to 417,900 yuan, and another 20,000 yuan was raised within 7 days;
The picture is derived from the screenshot compiled by netizens on March 17
The Model 3, which has the smallest increase, rose from 265,700 yuan to 279,900 yuan, an increase of 14,000 yuan. However, the lowest price of model 3 in China was once 235,900 yuan.
Counting down, the first batch of users to buy Model 3, the car has now increased by 44,000 yuan.
People who bought Tesla, some people became leeks, some people added tens of thousands of dollars.
Which other car companies have risen sharply?
Starting today, Xiaopeng Automobile announced a comprehensive price increase, and the new price of its three car series P7, P5 and G3i for sale was released, and the increase in the price after subsidies could reach up to 32600 yuan.
The most obvious is that P7's 670E and 670E+ have both increased by more than 30,000, with increases of 11.55% and 11.23% respectively. At present, the P7 series only has the 562E performance version without price increases. (It could also be that the price is already high...) ）
Xiaopeng P7 price breakdown before and after the price increase
In addition to the above-mentioned mainstream car companies, there are also WM Motors, Nezha Cars, and Zero-Run Cars that have recently issued price adjustment statements.
Among them, WM Automobile raised 7,000 yuan-26,000 yuan; Nezha Automobile raised 3,000-5,000 yuan.
Earlier, the Euler Good Cat GT and Geometric EX3 increased prices by 12,000 yuan and 7,000 yuan respectively, and GAC Aean's models also increased by 4,000 yuan to 10,000 yuan, including AION Y price increase of 10,000 yuan, AION V Plus 5,000 yuan, AION S Plus 4,000 yuan.
The founder of Ideal Auto said in a post on March 19 that the price increase of batteries in the second quarter led to the price increase of this wave of new energy vehicles.
"The increase in battery costs in the second quarter is very outrageous", Li xiang said, war, politics, the epidemic has allowed the purchase of cars to appreciate in value, and the overall price of used cars in the United States has increased by 30%.
Screenshot from Li Xiang Weibo
In the short term, the increase in battery costs has indeed allowed car owners who bought new energy vehicles a while ago to enjoy appreciation.
Li wants to predict that the next price increase without price increase will also generally increase.
Counting down, it seems that there is no figure of Wei Lai. Don't worry, maybe soon there will be it...
Previously, Weilai Automobile announced that the whole series will no longer provide 5400 yuan subsidies from March 31.
The subsidy decline will not dissuade car buyers with demand, but the price increases, and car buyers consider the problem of cost performance.
Oil prices broke 9
New energy vehicles stand out?
Oil prices have risen for seven consecutive years.
Now every time you add oil, it is estimated that the owners are very "distressed" about the bag, and it will cost 600 yuan to fill the oil, which is still when the oil price does not break through 9 yuan.
If you take the oil price adjusted on March 17 (9.63 yuan / liter of No. 95 gasoline) to calculate, if you fill up No. 95 gasoline, 66 liters will cost nearly 60 yuan more.
Is it really said by Li Bin at the end of last year, "I don't understand at all, why are there still people buying fuel vehicles?" ”
In fact, the reason for the "high-profile" price increase of this round of new energy vehicle companies is that most of them are trapped in the problem of difficulty in profitability.
Most of the new domestic car-making forces are still losing money, Xiaopeng, Ideal, Weilai, which were the car companies that joined the new energy track earlier, not to mention the "newcomers" who have not joined the track for several years, such as Zero Run, Weima, etc.
Even Tesla achieved its first profit of the year in its 18th year after its founding.
The image is derived from the WeChat public photo library
It is said that Fortune Cat understands that Tesla turned a profit in 2020, with a net profit of $721 million for the whole year (a net loss of $862 million for the full year of 2019).
By 2021, Tesla's performance will explode, with revenue of $53.823 billion (about 342.1 billion yuan), an increase of 71% year-on-year; net profit attributable to the mother of 5.519 billion US dollars (about 35.075 billion yuan), an increase of 665% year-on-year!
Equivalent to, in 2021, Tesla will make about 100 million yuan per day and earn 4 million yuan per hour.
This is the performance that only after becoming the market leader.
For the new forces of car manufacturing that have developed for several years, they are still "desperately" burning money every year to engage in technology investment and factory production.
For example, the zero-running car that was recently listed in Hong Kong has lost a total of 4.8 billion yuan in the past three years, and the loss amount is larger and larger every year.
From 2019 to 2021, the revenue of zero-run cars was 117 million yuan, 631 million yuan and 312 million yuan, and the losses were 901 million, 1.1 billion and 2.845 billion yuan, respectively.
This is the profit dilemma of most new energy vehicles.
Otherwise, Xu Jiayin will not "build a car", hit the south wall and hit the head and break the blood flow is still not turned back, new energy vehicles let Xu Boss see the trillion track outside the real estate.
The rise in oil prices may bring more customer demand to new energy vehicles, but Xu Boss, who has not yet mass-produced the car, has now encountered unfavorable factors such as rising costs and subsidies.
Building a car is always a difficult business.