Recently, the price of new energy vehicles has risen particularly sharply, so what are the characteristics of the price increase of new energy vehicles?
First of all, the first major feature is that the larger the battery capacity of the model, the price increase is relatively high, the more the battery capacity of the model, the price increase is lower. This is easy to understand, because the price increase of this round of new energy vehicles is due to the increase in the price of battery raw materials, resulting in an increase in battery costs. So like Tesla model Y, model 3, zero-run C11, Xiaopeng P7, these are equipped with large-capacity batteries. The increase is relatively high, the increase is about 20,000 to 30,000 yuan. Micro pure electric vehicles like Chery Little Ant QQ and Ice Cream have very small battery capacity, so their price increase is relatively low, with an increase of only about 3,000 yuan.
The second feature is that the price increase of the new car-making force company is very high, and the price increase of traditional automobile manufacturers is relatively low. We look at the list of high price increases, like Tesla, Zero Run, Weima, Xiaopeng, ideal These companies are all new car-making companies. The price increase of new energy vehicles in traditional automobile companies such as Chery, BYD and Great Wall is relatively low.
My personal guess is that it is not only because of the size of the battery capacity of the models of these companies. It also has a lot to do with the company's own ability to control the upstream and downstream supply chain. For example, we all know that Great Wall Motors and BYD Automobiles all produce their own batteries, so their control capabilities for the upstream and downstream supply chains are relatively strong, and their ability to resist risks is relatively high. The new car-making companies basically rely on external procurement. Therefore, after the price of batteries rises, these companies basically have no resistance and can only be forced to increase prices.
The third feature is that users are particularly sensitive to price of models of 150,000 yuan and below, and the price increase is relatively low. Users are not very sensitive to the price of 300,000 yuan and above models, the price increase is relatively high. In addition to the larger battery capacity used because of the high price of the model, I think it also has a certain relationship with the company's strategy. Models of 100,000 yuan and below are particularly sensitive price ranges for users, and if the price rises, then users are likely not to buy, or buy fuel vehicles. Therefore, as a company, it is better to bear part of the cost of price increases, but also to control the price increase within the acceptable range of a user.
The fourth feature is that the strategies of different companies also have a very important and intuitive impact on price increases. For example, Tesla, its own domestic market sales are very high, a car is difficult to find, so its price increase is very smooth, without any worries and concerns. However, domestic car-making new power companies, such as Weilai Automobile, have not announced price increases so far, which is equivalent to the company itself bearing the cost of rising raw material prices. The intention of Weilai Automobile is also obvious, that is, to stabilize the market situation, so that users can choose Weilai Automobile more, taking advantage of this wave of price increases. Boost sales quickly.
Similar examples are BYD, BYD as China's largest new energy vehicle manufacturer, the current price increase of models is very low, especially by BYD Han EV at the same level of Xiaopeng P7 the highest price rose by 20,000 yuan, but BYD Han EV rose by up to 5,000 yuan, so the advantage of cost performance is suddenly highlighted, which is very helpful for rapidly expanding market share.