Recently, oil prices have been rising,
After the price increase, many netizens have said that they want to buy electric vehicles.
As everyone knows, the price of electric vehicles has also risen all the way:
Tesla, Xiaopeng, BYD...
A number of car companies announced price increases.
Even two-wheeled electric bikes
The price is about to rise!
Maverick Electric: The price of all lithium battery products will increase
The increase ranges from 200-1000 yuan
On March 21, Xiaoniu Electric issued an announcement that due to the sharp increase in the price of raw materials (prices) such as upstream lithium batteries, Xiaoniu Electric will raise the retail guidance price of all lithium battery products on April 1, 2022, with an increase of 200-1000 yuan, which will be subject to the release at that time.
According to the data, Maverick Electric was established in 2014 and is the world's leading lithium battery two-wheeled electric vehicle enterprise, and Maverick Electric has created a new category of intelligent two-wheeled electric vehicles. At present, It has launched Maverick Electric NQi, MQi, UQi, RQi, TQi, GOVA, YQi multiple series of electric bicycles, electric motorcycles and peripheral cultural products NIU POWER, as well as professional outdoor sports bicycles NIU AERO, electric moped BQi, electric scooter KQi, etc.
As of the fourth quarter of 2021, Maverick Electric has accumulated sales of more than 2.7 million intelligent two-wheeled electric vehicles worldwide, with 3,108 brand experience stores and specialty stores in China, covering 239 cities; at the same time, it has entered 50 overseas countries and provided SaaS-based two-wheeled electric vehicle intelligent sharing business solutions for many shared electric vehicle operators around the world.
As soon as the news came out, netizens were stunned:
Don't say four wheels,
Are even two wheels now priced?
Previously, a number of electric vehicle companies have announced price increases
According to incomplete statistics, since the beginning of this year, more than ten car companies such as BYD, Tesla, Xiaopeng and Volkswagen have successively increased the price of their new energy vehicles, involving dozens of models, and the price increase ranges from 1,000 yuan to 20,000 yuan. (Previously reported: This year's second round of price increases is coming!) New energy vehicle companies "price increase army" to expand capacity)
Some manufacturers even stopped taking orders for loss-making models. In late February, Euler's two main models, the White Cat and the Black Cat, announced that they would stop taking orders. According to the official announcement, the cessation of orders by Euler is precisely in consideration of the sharp rise in raw material prices, taking the black cat as an example, its sale of a car will lose more than 10,000 yuan.
A few days ago, Ideal Auto CEO Li Xiang said on the social platform: 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. The increase in battery costs in the second quarter was very outrageous.
Recently, an "epic" Lun nickel short war has caused an extreme market for nickel futures. For new energy vehicles, nickel is an important raw material for the production of ternary batteries. At present, the mainstream power batteries of new energy vehicles are lithium iron phosphate batteries and ternary batteries, the latter cathode materials are nickel cobalt manganese oxide or nickel cobalt aluminum oxide lithium.
According to the data released by the China Automotive Power Battery Industry Innovation Alliance, the cumulative loading volume of China's power batteries in 2021 is 154.5GWh, of which the installed volume of ternary lithium batteries with nickel demand is 74.3GWh, accounting for nearly half.
Cui Dongshu, secretary general of the Passenger Car Market Information Joint Association, told reporters that the price increase of nickel mainly affects the cost of ternary lithium batteries for new energy vehicles. However, in the past year, the industry is no stranger to the phenomenon of rising commodity prices and shortage of supply chain materials.
"Before the nickel storm, raw material prices had already risen generally. Compared with problems such as lack of cores, the impact of nickel is not prominent. The change in the market of nickel is largely due to the hype of the market, which is only an accidental phenomenon, and the impact on the price of the whole vehicle is expected to be limited. Cui Dongshu said.
Cui Dongshu also stressed that if the price of new energy vehicles rises now, it will inevitably be caused by pressure from many aspects, not just a single reason. In his view, the industry is now facing a mismatch between supply and demand in the industrial chain. The shortage of raw materials in the upstream and the strong demand in the downstream have put pressure on the manufacturers in the midstream. "The emergence of the nickel storm is a signal to the manufacturer. Enterprises must quickly improve their own innovation capabilities and lay a solid foundation with technological advantages. ”
It remains to be seen what the final impact of nickel will be and whether manufacturers can effectively digest it. Xu Wenyu, director of macro strategy research at Huatai Futures Research Institute, told Zhongxin Jingwei that under the impetus of demand-side decarbonization, the demand for nickel and other metals will be a long-term process, which will also promote the gradual increase of investment in related industries to improve the gap between supply and demand.
What are the subsequent prices?
Industry insiders expect more car companies to raise prices
A senior industry insider analyzed the media that the recent negotiations between car companies and power battery suppliers have gradually landed, and it is expected that more car companies will announce price increases, which may lead to further differentiation of car companies.
"The best-selling brand has sufficient orders, and the battery manufacturers negotiate, and the price increase can hedge the impact of the battery price increase; the weak brand may cause customer loss due to the price increase, or do not accept the high-priced battery and cannot hand over the car, or bite the teeth to take the high-priced battery Sales decline."
The Ministry of Industry and Information Technology has also taken note of the increase in the price of batteries upstream. On the evening of March 18, the Ministry of Industry and Information Technology disclosed information showing that many ministries and commissions organized a symposium on the operation of the lithium industry and a symposium on the price increase of upstream materials for power batteries on March 16-17.
The meeting requested that upstream and downstream enterprises in the industrial chain should strengthen the docking of supply and demand, work together to form a long-term and stable strategic cooperation relationship, jointly guide the rational return of lithium salt prices, increase efforts to ensure market supply, and better support the healthy development of strategic emerging industries such as new energy vehicles in the mainland.
Source: Zhongxin Jingwei, China Fund News, etc
Edited by Li Li
Editor-in-charge Ma Qiang
Executive Producer Yuan Changqiao
Proofreading Yu Fanghua
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