Affected by many factors, recently, international oil prices have been soaring, such as brent crude oil prices rose to about $125 / barrel on March 7, and even reached the price of $139.13 / barrel at one point, refreshing the highest record since 2008. Fortunately, on March 10, the oil price fell to $106 per barrel, and today, the oil price has fallen back to about $100.
However, even so, because the mainland's oil prices are not adjusted in real time with international oil prices, but adjusted every 10 working days, moving forward just when the international oil prices are higher, so this round of adjustment, a sharp rise has become a foregone conclusion.
In fact, as early as March 3, the country has just ushered in the fourth rise, most of the country's No. 92 gasoline into the 8 yuan era, the average price of No. 95 gasoline exceeded 8.50 yuan.
At present, on the forecast of oil prices on the 18th, one believes that the adjustment range is about 0.7 yuan, the other is about 1 yuan, if it is the latter, No. 92 gasoline will enter the 9 yuan era.
Then according to a tank of oil 60L to calculate, add No. 92 oil, fill a box to spend about 50 yuan more, the increase is still not small. So at this time, many people began to worry about new energy vehicles.
Indeed, considering the cost of energy consumption per kilometer, the tram is very cost-effective. And the mainland's electricity prices are very stable, absolutely not as large as the oil price, coupled with the maintenance cost of new energy vehicles is extremely low, so the number of people who want to buy electric vehicles is bound to be more and more.
However, there is also not good news, that is, new energy vehicles are also rising in price.
Since entering March, nearly 20 new energy vehicle companies have announced price increases, including new car brand, domestic brand, joint venture brand and import brand, involving nearly 40 models, with a price increase of between 1% and 10%, as little as 3,000, more than tens of thousands of yuan.
For example, on March 10, Tesla's Model 3 high-performance version rose from the previous 339,900 yuan to 349,900 yuan, and the Model Y long-endurance and high-performance version also rose from the previous 347,900 yuan and 387,900 yuan to 357,900 yuan and 397,900 yuan, respectively, and the three models were raised by 10,000 yuan.
And this is the second price increase of Tesla in the near future, as early as January 1 this year, the price of the Model 3 rear-wheel drive version was adjusted to 265,652 yuan, up 10,000 yuan from before, and the price of the Model Y rear-wheel drive version was adjusted to 301,840 yuan, an increase of 21,000 yuan from the previous price.
However, only 5 days later, on March 15, Tesla increased prices again, of which the Model 3 high-performance version was 367,900 yuan, up 18,000 yuan, and the price of the Model Y long-endurance and high-performance version was 375,900 yuan and 417,900 yuan, up 18,000 and 20,000 yuan, respectively.
The same is true for domestic brands, some models of GAC Aean began to adjust prices on January 1, and the 2022 Eian LX was raised by 7,000 yuan. On January 11, Xiaopeng Automobile announced a price increase of 4300-5900 yuan. On February 1, BYD announced a price increase of 1,000-7,000 yuan for some models.
So why is there a large-scale price increase in new energy vehicles?
First of all, cost is the most core reason.
It has to be said that the conflict between Russia and Ukraine not only affects the international oil price, but also the metal nickel, which is closely related to the production of new energy vehicles, is also in a crazy price increase. Because Russia is an important producer and exporter of nickel, its nickel plate export volume ranks first in the world, and its nickel ore reserves rank fifth in the world.
In the international market, the price of nickel rose from 20,000 US dollars / ton to 50,000 US dollars / ton
Morgan Stanley, an internationally renowned financial institution, estimates that the soaring nickel price will lead to an increase in the production cost of each electric vehicle by $1,000, or about 6,300 yuan.
In addition, the cost of batteries is also increasing, from March 4 to March 10, the price of domestic battery-grade lithium carbonate rose to 517,500 yuan / ton, compared with the beginning of the year, the price increased by more than 80%. The price of battery-grade lithium hydroxide rose to 481,900 yuan / ton, an increase of more than 570% year-on-year. This has led to the use of 60KWH of ternary lithium battery electric vehicles, the cost of their bicycles will increase by about 10,000 yuan.
In addition, the price of metal cobalt and manganese is also rising, which will affect the production cost of new energy vehicles.
Secondly, there is a shortage of chips, this topic is a cliché, because the demand for new energy vehicle chips is more, so the impact will be greater, directly increasing the production cost.
Finally, subsidies.
In fact, from 2020 onwards, the subsidies for new energy vehicles will be in decline for many years.
For example, the subsidy standard for new energy vehicles in 2022 will be reduced by 30% compared with 2021. Pure electric passenger cars with a cruising range of less than 300 km are unsubsidized, the subsidy for pure electric passenger cars with a cruising range of 300-400 km is reduced to 0.91 million yuan, and the subsidy for pure electric passenger cars above 400 km is reduced to 13,000 yuan. Subsidies have decreased, and in terms of prices, it seems to have increased.
In short, the rise in oil prices is a good time for new energy vehicles, but due to many constraints, the price of electric vehicles is rising, which may offset a certain positive thrust. But with the gradual acceptance of new energy vehicles by users, as well as the vigorous implementation of the state, the relevant supporting settings will become more and more mature, so if you now have the idea of buying new energy vehicles, you can actually consider the shot, and then wait and see, the price of electric vehicles may continue to rise, and subsidies are also decreasing. In addition, there is a preferential policy for purchase tax reduction, the original plan is as of December 31 this year, whether there will be next year, the specific policy is not clear, once the purchase tax preferential policy is canceled, it is more than the difference between inside and outside.
Of course, in addition to the price, there is also a point that is also very important, that is, buy early and enjoy early, you are right.