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"Electric vehicle price increase", "low-end version is not produced", "delivery time can not be guaranteed", if you recently pay attention to pure electric vehicles, it is likely to get the above reply. Affected by many factors, many electric vehicles have experienced price increases.
Which cars officially increased in price
As early as the end of 2021, some brand electric vehicles have begun to increase in price, such as Tesla. Some people classified Tesla's price increase at the end of last year as a subsidy decline, but in March this year, the domestic Tesla increased its price three times, and the official reason was the cost increase. After several price increases, the price of Tesla Model 3 high-performance version reached 367,900 yuan, an increase of 28,000 yuan compared with 339,900 yuan after the price increase at the end of last year; the entry-level model also rose to 279,900 yuan, an increase of 14,000 yuan from the previous 265,652 yuan. The price of the Model Y has also risen, with the current price of the entry-level model at 316,900 yuan, compared with 301,840 yuan after the price increase at the end of last year, an increase of 15,000 yuan.
Xiaopeng Automobile has also recently increased its price, and the price of Xiaopeng P7, Xiaopeng P5 and Xiaopeng G3 has risen from 4300 to 5900 yuan. On February 1, BYD adjusted the price of its new energy models, most of which rose by 3,000-5,000 yuan, and the price of Yuan Pro increased by 7,000 yuan. GAC Aean also recently increased prices, up to 10,000 yuan, and AION S PLUS and AION Y also cancelled low-end models. There are also some brands that choose a cryptic price increase method, through the introduction of remodeled models, adjust the configuration of the disguised price increase.
Low-end models to stop receiving orders is also a new change in the recent pure electric vehicle market, on February 14, Euler official said that due to the face of huge losses, black cats, white cats stopped taking orders; at the same time, the price of good cat GT rose by 12,000 yuan in the recent past.
Previously, some new energy vehicles were complained by consumers because they could not pick up the car, such as the geometric EX3 kung fu cow. Some consumers said that 4S stores recommend upgrading low-end to high-end, or are expected to pick up the car as soon as possible. It is understood that after the EX3 Kung Fu Cattle raised the price of the whole series by 7,000 yuan on March 1, the low-end version has no longer accepted orders, and the car purchase policy of 399 yuan to 3999 yuan has also been cancelled.
Some insiders said that the decline in subsidies for new energy vehicles at the beginning of the year has brought great pressure to car companies, and the rise in the price of upstream raw materials has directly pushed up production costs, coupled with the first quarter, which is the off-season for automobile sales, and the profit pressure of car companies is very large, and can only be dealt with by raising prices. According to estimates, the three-electric system (battery, motor, electronic control) accounts for 55% to 60% of the cost of new energy vehicles. Since last year, the cost of core raw materials for power batteries such as lithium cobalt and nickel has risen, and the price of lithium salt has increased by more than 5 times year-on-year.
Why low-end cars are the hardest
Although the price of many brands of pure electric vehicles has risen, but the potential owners of economic pure electric vehicles below 100,000 yuan are more sensitive to price increases, many of them buy cars because of transportation or accounting for indicators, "figure cheap" is an important reason, and a sharp increase in prices is likely to change their car purchase plans. Compared with consumers of economic vehicles below 100,000 yuan, potential owners of high-end new energy vehicles of 200,000 yuan and above are not sensitive to price increases, and it is their demand to pick up the car as soon as possible.
From the current market situation, economic cars below 100,000 yuan are the most difficult models, on the one hand, their bicycle profits are already very low, and the target customers are very sensitive to price increases, which can be described as two ends under pressure. The reason for the overpower of low-end economic electric vehicles is not only the rise in raw materials, but also the decline in subsidies. Starting from 2020, the subsidy for new energy vehicles will gradually decline by 10%, 20% and 30% on the basis of the previous year, and 2022 is the last year of the new energy subsidy policy, and the subsidy standard will be reduced by 30% on the basis of 2021. Because car companies are facing huge cost pressure, the reduction of subsidies will be paid by consumers, and if the subsidy policy is completely cancelled in 2023, the cost of car purchase for consumers may be further increased.
When considering costs and benefits, car companies will use subsidies and double integral transactions to balance profit and loss, and subsidies will decline and the reduction of double integral transaction prices will make car companies worse. According to the revised new energy vehicle credit calculation method, the two endurance versions of Wuling Hongguang MINI EV can obtain 1.072 points and 1.352 points respectively, and the transaction price of new energy credits in 2021 will exceed 2000 yuan. With the substantial growth of the new energy vehicle market, the transaction price of new energy credits has been reduced to 500-800 yuan in early 2022, which may be reduced to 200 yuan in the future; the shrinking of the point price is also equivalent to reducing the profit of new energy vehicles.
Let's take a look at how much the cost has risen. Taking a small car equipped with a capacity of 30kWh batteries as an example, the cost of batteries has risen by 7200 to 9600 yuan, and this is only the rise of lithium carbonate as a raw material. The increase in demand for new energy vehicles has led to a shortage of power batteries, and the rising price of raw materials is in line with market laws. The unstable international situation and the obstruction of the flow of resources have further exacerbated the price increase.
In addition to the cost of the battery, there is also a chip problem, the lack of core is the problem of the entire industry, some car companies proposed to deliver the car first and then make up for it, and even directly "castrate" some configurations to deal with the "chip shortage", which also led many car owners to complain about vehicle reduction or sales fraud. Some analysts predict that the chip shortage may continue until 2023, which means that car companies can still give priority to models with high prices and high profits, which will further exacerbate the difficulty of low-end cars and low-end cars.
Looking to the future:
Will the price of pure electric vehicles continue to rise? From the current point of view, the answer seems to be yes, subsidy cancellation, cost increases, will push up the price of pure electric vehicles, chip shortage can not be significantly alleviated, it is likely to make the production of low-end cars is still low.
For car companies, the establishment of a complete supplier system will help alleviate cost pressures and difficulties in lifting cars. Car companies such as the Great Wall and GAC are increasing the layout of the power battery link. On March 10, GAC Aean's self-developed power battery trial production line was started, and BYD further extended to the upstream lithium mine link, bidding 61 million US dollars to win the bid for an 80,000-ton lithium mine mining project in Chile, locking in power battery raw materials. In addition, BYD holds part of the shares in Zabuye Salt Lake and Baiyin Zabuye (Gansu Region) Lithium Industry.
In the future, the structure of the domestic new energy vehicle market will gradually tilt to high-end models, which is the same as the development path of the fuel vehicle market, and the market of about 150,000 yuan is likely to become the largest market segment in the new energy market in the future.
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