The author | yy source | the editorial department of Jiguo
Oil prices are rising again!
In the past month, domestic oil prices have risen to a new high in nearly a decade, and No. 95 gasoline has exceeded 9 yuan / L.
After the owners of fuel vehicles complained bitterly, many people began to consider electric vehicles with lower costs.
Even Tesla officials also posted the praise of the owner, and said that the oil price is very expensive, and it is the focus to save!
With the new member of the family charging pile, charging life is really a beautiful thing! "It's about 80 yuan a month, which is one-tenth of the cost of my oil car, which is simply too fragrant."
After everyone thought that new energy was the best recipe for the world, they did not expect that their price increase momentum was also menacing.
Since March 1, in addition to Tesla, there have been many new energy vehicle brands such as Great Wall Euler, SAIC Roewe, Weima, GAC Aeon and other new energy vehicle brands or new energy vehicles under traditional brands that have announced price increases. The price increase range is as little as one or two thousand, and more than 10,000.
Image source smart car reference ▲
This is not to mention, on March 21, Xiaoniu Electric issued an announcement that due to the sharp rise in 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.
Netizens can only be speechless: now even the price of two wheels has increased...
I have to say that it seems that the wind of this recent price increase tide has been blown a little fiercely.
In fact, as early as January, new energy vehicles set off a wave of price increases.
According to the latest national policy, the subsidy standard for new energy vehicles in 2022 will be reduced by 30% on the basis of 2021, and the purchase of pure electric passenger cars with a cruising range of 300 (inclusive) to 400 km this year will only be subsidized by 0.91 million yuan, the purchase of electric vehicles with a cruising range greater than 400 km (inclusive) will be subsidized by 12,600 yuan, and the purchase of plug-in hybrid passenger cars with a cruising range of more than 50 km (including range extenders) will be subsidized by 0.48 million yuan, which will be reduced by 3900 yuan compared with 2021. 5400 yuan and 2000 yuan.
Among them, Tesla is the first to react, on January 1, the starting price of model 3 rose by 10,000 yuan to 265,600 yuan, and the starting price of model Y rose by 21,000 yuan to 301,800 yuan.
Subsequently, Xiaopeng Automobile also began to raise the price of its full range of models, most of which increased by 4300-5900. Among them, Xiaopeng's flagship sedan P7 has risen by 4300-5900 yuan, and the price after the latest subsidy is 224,200-40.99 million yuan.
In fact, there are also many new car-making forces that have adjusted the price, such as Nezha V Pro, Nezha V, Nezha U Pro part of the configuration of the model price have been adjusted, the price increase range of 3000-10000 yuan.
The price of the zero-run T03 under the zero-run car has also been updated, and the lowest-end model in 2022 has increased by 8,000 yuan compared with the 2021 model.
And now is the second wave, March 17, from Tesla's official website, Tesla Model Y after-drive version rose by 15,060 yuan, the price before the price increase was 301,840 yuan, and now it is sold for 316,900 yuan. It is worth mentioning that this is the third price increase of Tesla in the past 7 days.
It was 2 days before Tesla's last price increase. At that time, the Model 3 high-performance version rose by 18,000 yuan, and the price increase was 367,900 yuan. The Model Y long-endurance version rose by 18,000 yuan and sold 375,900 yuan after the price increase; the Model Y high-performance version rose by 20,000 yuan and sold 417,900 yuan after the price increase.
BYD made two price adjustments on February 1 and March 16 this year, covering new energy models related to Dynasty Andiwa. Among them, Han EV rose by 0.5 million yuan, and the adjusted subsidy price was 214,800-284,500 yuan; Han DM rose by 0.5 million yuan, and the adjusted subsidy price was 222,800-24.28 million yuan.
Song PLUS DM-i rose by 0.6 million yuan, and the adjusted subsidy price was 152,800-20.58 million yuan; the Song PLUS EV rose by 11,000 yuan, and the adjusted subsidy price was 180,800-19.78 million yuan.
Xiaopeng Automobile has raised prices across the board today, and the three main models are among the price increases.
Specifically, the explosive model P7 only 562E performance version has no price increase, other versions of the model have different degrees of price increase, 670G, 670N and 670N + the smallest price increase, about 10,000 early, and 670E and 670E + the price increase can be described as amazing, both more than 30,000, the highest to 32600 yuan. After the price increase, the starting price of Xiaopeng P7 has reached 239900 yuan.
Chery New Energy adjusted the price of small ants and QQ ice cream on March 17, ranging from 0.3-0.41 million yuan
Among them, the small ant rose by 0.3-0.41 million yuan, and the adjusted price was 69,900-89,000 yuan; the high-end model of QQ ice cream rose by 0.31 million yuan, and the adjusted price was 2.99-4.70 million yuan.
On March 19, Weima officially announced a price increase, the price adjustment will officially take effect from 00:00 on the 28th, of which EX5 rose 14,000-26,000 yuan, the adjusted price of 168,800-18.98 million yuan; E.5 rose 0.7-10,000 yuan, the adjusted price of 160,100-19.01 million yuan; W6 rose 20,000 yuan, the adjusted price of 189,800-25.98 million yuan.
On March 17, Nezha Automobile officially announced a price increase, of which the prices of Nezha V and Nezha V Pro rose by 0.3 million yuan, and the adjusted prices were 65,900-77,900 yuan and 81,900-85,900 yuan, respectively; Nezha U Pro rose by 0.3-0.5 million yuan, and the adjusted price was 105,800-16.78 million yuan.
There are also new car-making forces "price butcher" zero run also increased prices, zero run car C11 all series of price increases, zero run C11 luxury version after subsidies rose from 159,800 yuan to 179,800 yuan, exclusive version and performance version of the price increased by 30,000 yuan, the price of 209,800 yuan and 229,800 yuan.
On March 18, the geometry car series was raised by 0.3-0.7 million yuan, and after the adjustment, the price of the geometry A Pro was 126,800-199,800 yuan; the price of the geometry C was 135,700-172,700 yuan; and the price of the geometric EX3 kung fu cattle was 68,800-78,800 yuan.
Of course, there are also new car-making forces that say they will not increase prices. Qin Lihong, co-founder and president of Weilai Automobile, said that Weilai does not increase prices, at least not yet.
There are also new energy vehicle sales on the social platform said that "Lantu FREE price increase of 2-3 million yuan", in response to this dynamic, Lantu brand official domestic social platform released a response: "Thank you for your concern, Lantu has not yet increased the price, tangled." ”
Thanks to the price increase storm, some car owners will even place orders for multiple new energy vehicles at once, and then sell the order indicators at hand in a good price. Recently, on many second-hand car trading platforms, there have been many new energy vehicle order resale business.
However, there are many risks in doing so, and many salespeople say that the owner of the vehicle must be the same as the orderer. Recently, many people have come to the store to consult the transfer business, so the company has also clearly notified that the transfer is an illegal operation.
A new energy vehicle brand store sales in Beijing: the transfer order is unfair, once it is found that both parties have cancelled the order qualifications, the 1,000 yuan deposit is also invalid.
Therefore, the idea of opportunistically taking advantage of the rising price of new energy is still counted.
Let's take a look at the reasons, the current price increase of new energy vehicle companies is generally attributed to the rise in raw material prices.
According to reports, in terms of raw materials, upstream costs such as nickel and lithium carbonate continue to rise. Nickel prices are still in a high position; the highest factory price of battery-grade lithium carbonate has reached 530,000 yuan / ton, and the average market price has also exceeded the mark of 500,000 yuan / ton.
A few days ago, Ideal Auto CEO Li Xiang said on the social platform that at present, the brands that have contracted with battery manufacturers to determine the price increase in the second quarter have basically announced price increases immediately.
And today, according to a financial report, recently, a new energy vehicle company in charge said that the battery cost rose more severely, since the second half of last year, The price of the catheter era power battery has risen twice, according to the battery cost of a new energy vehicle car, the last time it rose by 10,000 yuan, and not long ago it rose by 10,000 yuan.
"We can't afford to see the price of raw materials such as batteries rise, and in recent months, our new energy vehicles have quietly risen twice." The relevant person in charge of the above-mentioned new energy vehicle company said so. The relevant person in charge of the Ningde times said today that he would not comment on this and no more news could be provided.
Not only electric vehicles, but even mobile phones are affected by the price increase of battery materials. Recently, Xiaomi Lu Weibing also tweeted: "The recent price increase of battery materials is very outrageous, cherish the super power mobile phone." ”
Looking at chips, as one of Tesla's chip suppliers, ST Said last November that it will not see a significant increase in production capacity until 2024 or 2025, while other semiconductor suppliers, such as NXP Semiconductors and Infineon, have said that the chip market is still in tight supply.
To be sure, the current new energy vehicles are facing huge cost pressure, and it is estimated that most new energy vehicles will increase in price in the future. Those who insist on not increasing prices are either at the original gross profit level or want to take advantage of this opportunity to exchange profits for share.
In the context of rising raw material costs, the general price increase of electric vehicles seems to be forgivable, but in the eyes of most consumers, the price increase of electric vehicle companies is more like "taking advantage of the fire" to harvest more users to buy electric vehicles. But is this a good time to get started with electric vehicles? I don't think so.
Although the current fuel price of fuel vehicles has risen greatly, it is far less than the cost of using electric vehicles.
First of all, the price of electric vehicles is inherently more expensive than that of fuel vehicles. Now ordinary fuel vehicles, if you buy a domestic car, about 150,000 can buy a very good family car, but the same price can only buy a very entry-level electric car, the use of the experience is greatly reduced.
The general attitude of everyone is more inclined to fuel vehicles, after all, it is not cheap to change the battery.
The second is that although electric vehicles are cheap, they are not only selling at a higher price, but their premiums have also risen sharply before this. For example, Tesla's premium increase is the highest, four of the five models have increased their premiums by more than 80%, and among domestic brands, the three brothers of car manufacturing, Weilai, Ideal and Xiaopeng, have increased their premiums by 8% to 37% according to different models.
Specifically, car owners are also complaining on the Internet. There are Tesla owners in the group posted tesla Model 3 official website premium, the original 8,000 yuan or so, a few days of difference, the official website price became 18,000 yuan.
There are also quotations displayed by netizens that show that before and after the launch of new energy vehicle insurance, Tesla Model Y's quotation at the same insurance company varied greatly, and the premium rose by about 80%, of which the motor vehicle loss insurance directly doubled, from the previous 5,000 yuan to more than 12,000 yuan.
In the end, all the fuel money saved became insurance premiums.
Therefore, in the end, whether electric vehicles are more cost-effective should be carefully considered.
As for whether it is a new force to choose a car, or a traditional car company does not have a fixed answer, it all depends on their own preferences.