Recently, the continuous rise in oil prices has attracted the attention of many people, and The No. 95 gasoline has been fully above 9 yuan / liter, and the highest area has even exceeded 10 yuan / liter. Such a price has put many people who want to buy a car in a dilemma, and a large number of car buyers have turned their attention to new energy vehicles.
"Oil prices" rose as "new energy" vehicles also rose. It is understood that at present, more than 20 car companies have announced the price increase of their electric vehicles, and the price increase ranges from 1,000 yuan to 10,000 yuan, and Tesla first fired the first shot of "price increase". Subsequently, major car companies began to raise prices.
Li Xiang, CEO of Ideal Car, which has attracted much attention, once said on social media that at present, brands that have contracted with battery manufacturers to determine the price increase in the second quarter have basically announced price increases immediately. If there is no price increase, most of them have not yet been negotiated, and the price will generally increase immediately after waiting for the negotiation. The increase in battery costs in the second quarter was very outrageous. Buying a car can also appreciate in value, and the price of used cars in the United States has risen by 30% overall.
Among the common problems before new energy vehicles, there has always been the option of "failure to deliver on time", and consumers have not been able to ease up and have fallen into the nervousness of the "price increase tide". Since December 31, 2021, Tesla has raised the price of its Model 3 and Model Y, with the Model 3 raising by 10,000 yuan and the Model Y rising even more, reaching 21,088 yuan. From this year onwards, as the CEO of the ideal car said above, the "price increase" is only a matter of time, which in fact confirms Li Xiang's view. Following Tesla, BYD and Nezha Automobile, Xiaopeng Automobile, Weima Automobile, Zero-run Automobile and Geometric Automobile have also joined the camp of the price increase army.
Industry insiders believe that due to the impact of the epidemic, the production capacity of chip factories in Southeast Asia and other places has fallen sharply. The growth of demand for electronic products worldwide has also led to the production capacity of automotive chips being squeezed out, and the supply of automotive chips is in short supply.
Chen Shihua, deputy secretary-general of the China Association of Automobile Manufacturers, said that the cost of new energy vehicles is growing rapidly, such as lithium carbonate and graphite prices have risen sharply.
The head of a joint venture brand has said that if the war between Russia and Ukraine escalates, it will lead to supply chain shortages, and car prices will definitely usher in a wave of adjustment.
Weilai Automobile bluntly said that the shortage of chips and the impact of the supply chain have led to a general reduction in production and production stoppage in the automotive industry.
In fact, the "rising price tide" also confirms the above statement.
As we all know, many car companies are now facing the inability to deliver due to "lack of cores". Public reports show that under the impact of various factors, the shipment cycle of chips has been extended from 6 months to the current 12 months, and even some varieties will reach 18 months. From the continuous extension of time, we see that behind the "lack of core" is the shortage of raw material supply chains. The automotive industry has supply chains all over the world. At present, the situation in the region is not very clear, and the impact on the entire automotive industry is self-evident. Not only that, as the "heart" of new energy vehicles--- lithium batteries, according to market information, the average price of battery-grade lithium carbonate has risen from 90,000 yuan per ton in July 2021 to the current 500,000 yuan or so, such an increase is a great challenge for the entire industry.
On the whole, the shortage of supply chains in the automotive industry this year will not be solved in a short period of time, so the spot delivery time of car companies will continue to be delayed.
How will car companies respond to complaints from consumers who fail to deliver their vehicles as scheduled?
Euler Good Cat carried a chip that did not match the official propaganda without informing the owner. Great Wall Motors said it replaced other chips due to chip shortages and offered to compensate this type of car owner's equity package worth 7200 yuan. There are too many car companies facing the same problems as Euler and the Great Wall, and the industry now even regards "existing cars" as a major selling point of their own brands, which shows that the problem is insoluble for car companies.
For consumers, the only choice to place an order within this time is to wait or buy a brand with a current car. If you are not in a hurry to buy a car, it is obviously more appropriate to wait and see.