Dahe Bao, Dahe Caifang reporter Xu Jiao, Wang Leibin, Ding Qian, Wentu
Oil prices have risen successively, so that many car buyers will turn their purchase intentions to new energy vehicles, but recently new energy vehicle companies have also announced price increases, staging a "true incense warning".
Late at night on March 23, Wuling Motors announced that its Wuling Hongguang MINIEV series models, Wuling NanoEV models, and Baojun KiWi EV models will increase their prices by 4,000 to 8,000 yuan.
Dahe Newspaper and Dahe Caifang reporter noted that due to the continuous rise in raw material prices and tight chip supply, since March, nearly 20 new energy vehicle companies such as Xiaopeng, BYD, and Ideal Automobile have announced price increases.
Zhu Zhifang, executive deputy secretary general of the Henan Automobile Industry Chamber of Commerce, believes that the price increase driven by the rise in raw material prices will not affect the sales of new energy vehicles.
New energy vehicle companies have successively announced price increases
"True Incense Warning"
This year, oil prices have risen continuously, with 95# directly breaking through the 9 yuan mark, and 98# entering a double-digit era. While fuel vehicle owners are facing pressure from oil price increases, new energy intended car owners have also ushered in a wave of price increases.
| Xiaopeng rose as high as more than 30,000 yuan
On March 21, the price of Xiaopeng Automobile's models on sale officially increased, with the highest increase of more than 30,000 yuan.
Previously, Xiaopeng Automobile issued an announcement that affected by the continuous sharp rise in the price of upstream raw materials, Xiaopeng Automobile adjusted the price of the models on sale, and the price before the subsidy was raised by 10,100 to 20,000 yuan, and the price adjustment will take effect from 0:00 on March 21, before which users who pay deposits through official channels are not affected by this price adjustment.
However, according to the price list of models released by the Dahe Caicufang reporter, some models have just exceeded the subsidy line of 300,000 yuan, and buyers no longer enjoy subsidies, such as the price of Xiaopeng P7 670E and 670E+ has risen by 32,600 yuan and 32,100 yuan respectively.
| Tesla's price increased 3 times in 7 days
In 2020, tesla model 3 due to localization and the use of domestic suppliers of parts, the price has been reduced many times, once some insiders predicted that the model 3 will drop to 180,000 yuan. However, contrary to expectations, since the beginning of this year, Tesla has raised prices many times, only from March 10 to March 17, Tesla has increased prices 3 times in 7 days.
On March 10, tesla Model 3 models increased by 10,000 yuan, and the highest price reached 397,900 yuan. On March 15, the model 3 rear wheel drive rose from 265,652 yuan to 279,900 yuan, an increase in price of 14,248 yuan; the price of the Model Y all-wheel drive version rose from the original 357,900 yuan to 375,900 yuan, an increase of 18,000 yuan. Just two days later, the Model Y all-wheel drive high-performance version rose from 397,900 yuan to 417,900 yuan, another 20,000 yuan higher than before.
| The "price butcher" zero run also increased prices
On March 18, the zero-running car officially announced that due to the sharp rise in raw material prices and the decline of the national supplement, the price of the C11 series of zero-running cars increased, the price of the zero-running C11 luxury version rose from 159,800 yuan to 179,800 yuan after the subsidy, and the premium version and performance version increased by 30,000 yuan, and the price was 209,800 yuan and 229,800 yuan.
In addition to the above car companies, WM, Nezha and BYD all said that due to the increase in raw material prices and the tight supply of supply chains, the price of products has been raised.
On March 23, Ideal Auto announced that from April 1, 2022, the selling price of Ideal ONE will be adjusted, and the national unified retail price will be raised from the current 338,000 yuan to 349,800 yuan.
On March 19, WM Motor announced that the price of its products will be raised by 7,000 to 26,000 yuan;
On March 19, Great Wall Motor's Euler brand issued a price adjustment statement, and Euler Automobile will adjust the price of all models of the 2022 Euler Good Cat (including GT version) on March 23, and the comprehensive guidance price after subsidies will be raised by 6,000 to 7,000 yuan.
On March 18, Geometry Auto announced that it will adjust the official guidance price of its Geometry A Pro, Geometry C, and EX3, with an increase in the range of 3,000 to 7,000 yuan;
On March 18, Chery New Energy announced that it would increase the prices of its small ant and QQ ice cream models, ranging from 3,000 yuan to 7,100 yuan;
On March 17, Nezha Automobile released a model price adjustment, and the price of some models was raised by 3,000 to 5,000 yuan;
On the evening of March 15, BYD issued a price adjustment, announcing that the official guidance price of new energy vehicles related to Dynasty Network and Ocean Network was raised by 3,000 to 6,000 yuan
……
In this wave of price increases, Weilai can be called a clear stream. On March 21, Qin Lihong, co-founder and president of Weilai Automobile, said, "Weilai does not increase prices, at least not yet."
On March 23, the reporter walked into the Tesla store in Xidi Harbor, and the staff was holding up a selfie stick to promote the Model 3 online. The staff told reporters that the sales volume in the store did not decline due to price increases, but the number of people who entered the store to test drive increased.
Subsequently, the reporter visited the ideal, Lantu, Xiaopeng monopoly area and found that due to working days and the impact of the epidemic, there were not many customers inquiring on the spot. One of the new energy vehicle sales staff said that with the further spread of a new round of new energy vehicle price increases, the services donated by many brands will be reduced accordingly, which is a consensus in the industry.
The reasons for the price increase of car companies all point to the rise in raw material prices
"The increase in battery costs is outrageous"
According to the Ministry of Public Security, by the end of 2021, the number of new energy vehicles in the country will reach 7.84 million. China has become the world's largest new energy vehicle market.
In the view of Mr. Ma, an industry insider, the price increase of new energy vehicles is nothing more than three reasons: lack of cores, the decline of new energy subsidies and the rise of battery materials.
Since the outbreak of the epidemic, the lack of cores has been there, and due to this, some models have been delayed in delivery and discontinued.
State subsidies and purchase tax exemptions are one of the factors driving consumers to buy new energy vehicles. However, with the implementation of the new policy in 2022, the subsidy will decline by up to 30% compared with the previous year, and the subsidy policy will be terminated on December 31, 2022, after which the licensed vehicles will no longer enjoy the subsidy.
Zhu Zhifang believes that the lack of cores and the impact of subsidy decline are not the greatest, and the rise in raw material prices is the fundamental reason for this round of price increases. From the above-mentioned price increase announcements of many car companies, it can also be found that car companies have pointed to the reason for the price increase to "the continuous sharp rise in the price of upstream raw materials".
The so-called upstream raw materials mainly point to the price of the battery cell, and the main material of the battery has soared in the past two years.
As the key raw material for ternary lithium batteries and lithium iron phosphate batteries, the price of lithium carbonate has soared from 50,000 yuan / ton in January 2021 to the current price of 500,000 yuan / ton, a full 10 times.
Nickel is the core material of ternary lithium batteries. On March 7, the London Metal Exchange staged a "demon nickel rampage" drama, the intraday price of Nickel futures in London jumped from the previous $29,000 / ton to $55,000 / ton, and the highest price the next day exceeded the $100,000 mark. Although it has now fallen, it is still maintaining a high of more than $20,000.
For the rising price of raw materials, a few days ago, Ideal Auto CEO Li Xiang said on the social platform 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 the price increase has not been negotiated, and the price will generally increase after waiting for the negotiation. The increase in battery costs in the second quarter was very outrageous.
The price of oil trucks increases, and the price of trams increases
Consumers should choose
The owner of the car, Mr. Cao, said in an interview with reporters that he has a fuel car of more than 200,000 yuan, according to the cost of previous years, according to the annual cost of 20,000 kilometers, fuel cost according to 8 liters / 100 kilometers, the cost per kilometer is about 7 cents, which is 14,000 yuan per year. He consulted a pure electric vehicle of more than 300,000 yuan, calculated at 0.56 yuan per kilowatt-hour, and the same mileage costs about 2,500 yuan per year. "In this way, pure electric vehicles can indeed save a lot of money, so they are ready to buy in the near future."
"In the short term, the rise in oil prices does make some consumers inclined to resell new energy vehicles, but the price increase of new energy vehicles and the layout of charging piles are not dense enough, which also makes some consumers hesitate." For example, Mr. Ma, an industry insider, said, "The charging station is still not as much as the gas station, the charging is not fast, if you often run long distances, the new energy vehicle is still not convenient for fuel vehicles." ”
However, the state has once again issued a blockbuster plan to accelerate the development of new energy vehicles. On March 22, the National Development and Reform Commission and the National Energy Administration issued the "14th Five-Year Plan for Modern Energy System", which pointed out that the application of new energy vehicles in urban buses and other fields should be actively promoted, and by 2025, the sales volume of new energy vehicles will account for about 20%. Optimize the layout of charging infrastructure, comprehensively promote the coordinated development of vehicle piles, promote the two-way interaction of energy and information between electric vehicles and smart grids, and carry out pilot demonstrations of new charging and replacing field stations that combine light, storage, charging and replacement.
Zheshang Securities Research Report believes that the overall price increase of new energy vehicles, demand and production and sales do not have to be overly pessimistic: the head of new energy vehicle companies in hand orders are sufficient, the price increase reflects the confidence in demand and brand; this round of price increase is not a single car company's individual behavior, it is expected that the consumer mentality will be balanced and adjusted; in addition, compared with fuel vehicles, new energy vehicles in the acceleration performance, entertainment, intelligent experience advantages are obvious, while the recent continuous rise in oil prices has highlighted the economics of the use of trams, and the consumption trend of new energy vehicles is irreversible.
"Friends who want to buy a car at the moment can also consider the gasoline-electric hybrid model or plug-in hybrid model, which not only has lower fuel consumption than fuel vehicles, but also effectively copes with high oil prices, on the other hand, compared with pure electric models, hybrid models have less demand for chips and battery raw materials, and the price increase of battery raw materials has less impact on hybrid models, which can ensure price stability within a certain range, and hybrid vehicles also have subsidies." The above-mentioned industry insiders told reporters that in addition to considering hybrid models, consumers can also choose fuel vehicles with lower fuel consumption or pure trams with relatively small increases, in short, they can choose rationally according to their own situation.
Editor 丨 Yang Zhiying