Legal Counsel: Mr. Zhao Jianying
In 2008, new energy vehicles began to be implemented in China, in 2013 the domestic new energy vehicle sales were less than 20,000, in 2020 the domestic new energy vehicle sales were 1.367 million, and by 2021, the domestic new energy vehicles have exceeded 3.5 million, in a short period of time, the total production and sales of domestic new energy vehicles have also become the world's first for 7 consecutive years. This year' sales of new energy vehicles continue to be hot, it is worth noting that under the continuous heat of new energy vehicles, the market has also seen many difficulties, such as a number of new energy vehicle companies have increased prices, popular models are difficult to find, consumers are difficult to pick up cars.
Since the beginning of this year, due to the decline of subsidies for new energy vehicles and the sharp rise in the price of raw materials upstream of batteries, new energy vehicle companies are facing huge cost pressure, and car companies have successively increased the price of their vehicles. According to the statistics of the automotive industry, since March, including Tesla, BYD, Chery New Energy, Xiaopeng Automobile, etc. have announced price increases, according to different models, vehicle prices have generally increased in the range of 3,000 yuan to more than 10,000 yuan. However, the price increase does not hinder the continued heat of new energy vehicles, of which Tesla has raised the price three times in 8 days, although Tesla has greatly increased the price of the model three times, but the sales store even the exhibition car has also been sold out.
Affected by factors such as chip supply and limited production capacity, it is difficult to deliver new energy vehicles, and it is difficult to find a car for popular models, and the quasi-owners who have been set before the price increase have become more valuable, such as some prospective car owners directly transfer the new energy vehicles in their hands at a higher price on the second-hand car trading platform.
According to CCTV financial reports, in the new energy vehicle market, because some car owners predict the rise in the price of new energy vehicles, some car owners will even order more than one new energy vehicle at a time, and then sell the order indicators at hand in a lock price, and the resale cost will reach tens of thousands of yuan. CCTV Finance pointed out in the report that a Changsha owner who is reselling Tesla Model 3 orders said that he ordered the Model 3 at the bottom of last year and could pick up the car in the past two days, but needed to pay 10,000 transfer fees.
In addition, the second-hand car dealer in Wenzhou, Zhejiang Province, said: "At present, it takes three or four months to order new cars everywhere, but if you buy it here, take a rear-wheel-drive Model Y as an example, you can pick up the car in a few days, which is 18,900 yuan lower than the current official price." In addition, on a second-hand platform to search for new energy vehicle order resale, Tesla, Xiaopeng, Nezha and other popular brands are on sale, the platform charges a transfer fee will be determined according to the pick-up time, the earlier the pick-up time, the higher the transfer fee, some transfer fees are even as high as more than 10,000 yuan.
However, the resale and mark-up of new energy vehicle orders has been explicitly prohibited by manufacturers. Some sales personnel said that the company clearly notified that the owner of the vehicle must be consistent with the person who placed the order, and the transfer of the order is a violation of the law. A new energy vehicle brand store in Beijing said that the transfer of orders is an unfair act, once it is found that both parties have cancelled the order qualifications, the 1,000 yuan deposit is also invalid.
In addition, some new energy vehicle companies in the sale of the first owner has preferential policies such as charging and replacing, warranty, etc., consumers may not be able to enjoy these rights and interests once they buy and transfer new car orders at a higher price, industry insiders said that some new energy vehicles and second-hand cars have great differences in service protection, so there will be a significant discount after changing hands. In addition to the order transfer, if it is a transfer after the license plate, there will be a risk of second-hand car disposal explanation, and consumers should be more cautious.
On March 16, the big V "Han Chao" exposed a Tesla "non-resale commitment letter", and then Tesla confirmed the authenticity of the "non-resale commitment letter" and said that customers who normally place orders to buy vehicles are not affected. The "Letter of Commitment not to resell" shows that the owner of one or more cumulative orders to purchase multiple Tesla vehicles needs to sign the commitment letter and promise not to resell to a third party within one year, and the violator pays a penalty of 20% of the vehicle's open fare, otherwise Tesla has the right to restrict the default vehicle binding account change and supercharging and other services. To put it simply, the "letter of commitment not to resell" is aimed at people who purchase multiple cars at one time or a year, or to prevent scalpers from reselling them at a higher price.
Combined with the rapid growth of new energy vehicle sales and market performance, the new energy vehicles appear order resale price increase of tens of thousands of yuan and popular models "a car is difficult to find", etc., a large reason is related to the current development status of the entire new energy automobile industry, the most critical of which is the new energy vehicle power battery raw material prices rose sharply and the battery supply is tight. Previous data show that the average price of battery-grade lithium carbonate rose from 50,000 yuan per ton to 500,000 per ton in just one year, and the prices of nickel and cobalt also rose sharply, such as cobalt prices rose from less than 300,000 yuan per ton at the beginning of last year to more than 560,000 yuan per ton. In addition, on March 21, the industry leader Ningde Times also said that due to the sharp rise in the price of upstream raw materials, NINGDE Times has dynamically adjusted the prices of some battery products accordingly. As for the emergence of some new energy models, "one car is difficult to find" is related to the imbalance between supply and demand, the rise in raw material prices and other factors, of course, due to the different production capacity of each car company and the different supply chain sales network, it is not excluded that some car companies can immediately pick up the car.
In response to the problem of price increases, industry insiders pointed out that this year's domestic automobile supply side is still facing the pressure of resources and production capacity, and the problem of difficulty in lifting cars is difficult to alleviate in the short term. Cui Dongshu, secretary general of the Association, said that the price increase of car companies in March was actually a lock in the supply of the second quarter after the battery price negotiation in the first quarter, and it is expected that the price increase problem will be improved after the second quarter, but the delivery problem is still difficult to alleviate in the current state.
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Source: Automotive Industry Concern (ID: autoWechat), CCTV Finance
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