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Producer: Electric Planet News
Author: Fat Fei classmate
Where there are people, there are rivers and lakes, and where there are resources that are tight, there are "scalpers".
Last year, when the iPhone 13 Pro was in short supply, many third-party mobile phone dealers incarnated as "scalpers" to speculate the market price of an iPhone to nearly 10,000 yuan. I didn't think that buying a new energy vehicle today can also be related to "scalpers".
If you recently look at a second-hand platform and search for Brand keywords such as Tesla, Xiaopeng, Zero Run, BYD, etc., you will find that the platform is full of a large number of "transfer orders", with a shouting price ranging from 5,000 to 10,000.
Why can an ordinary car purchase order be sold for thousands of dollars? In fact, the intervention of the "scalper" is not because of the shortage of new cars, but because of the recent sharp fluctuations in the price of new cars.
Recently, major new energy manufacturers issued new car price adjustment letters, due to the rising cost of battery raw materials, the price of new energy vehicles has risen all the way.
First Tesla rose three times in a row, and then a number of brands followed up, and the increase in new cars ranged from one thousand yuan to thirty thousand yuan. According to incomplete statistics, since the beginning of this year, nearly 20 car companies have announced price increases, involving more than 40 models.
We borrowed this table from the statistics of @Xiaoxiang Morning Post, which shows that Tesla and xiaopeng, zero run, Weima, ideal and other head new forces have risen the most.
The picture is from @Xiaoxiang Morning Post
The signal of price increases we released a few months ago, "Crazy "Lithium": a year of soaring four times, China launched a global lithium mine war, battery prices increase is only a matter of time? Recently, the reasons for the price increase have also been discussed a lot in the media, so we will not repeat it, and today we will mainly talk about the "scalper".
Prospective owner incarnates as a "scalper"
We randomly inquired about some "transfer" sellers on a second-hand platform, and from the seller's registration information, we can find that these people are not professional "scalpers", most of them are real booking owners, but just happen to place orders before the price increase.
From the dialogue, it can be understood that some of these sellers have paid a deposit of 5,000 deposits for various reasons and cannot buy a car, and some have seen a sharp increase in the price of the manufacturer, suddenly seeing a business opportunity and temporarily starting to do so. Regardless of the motivation, the mark-up transfer order is a fact, and the underpinning of the mark-up comes from the price increase of the original factory.
Judging from common sense, the possibility of the existence of professional scalpers is not large, after all, the cost of car "hoarding" is not like a graphics card, and once there is no sales, you must finally pay for the whole car, which is a very risky speculative business.
Mr. W, who has been talking to me for a long time, is such a seller, he ordered a Xiaopeng P7 586N before the price increase, the starting price was only 249,900, and now the price of the model has risen to 270,900, and it is out of stock. Now he wants to transfer the order for 5,000 yuan.
In other words, if the order is successfully taken from him, the new owner can save 15,000 car purchase price difference. From the perspective of buying a car, this is indeed a very good deal.
But the problem lies in the specific operation.
Manufacturers explicitly prohibit it, but there are still countermeasures?
Mr. W told me that if I wanted to take over the order, I would need to go with him to the dealership where he bought the car, and as long as it was me who paid the full amount, the Xiaopeng dealership would own the vehicle to my name. He said, "I've had a friend do this successfully."
I asked other Xiaopeng sellers on the second-hand platform, and the answers I got were basically the same, roughly speaking, as long as I personally paid the balance, I could let the manufacturer modify the order.
In this regard, I looked over a statement recently issued by Xiaopeng, which read: Xiaopeng Automobile's car purchase channel is unified nationwide and cannot be operated through private online transaction resale. We reserve the right to pursue legal liability from the parties involved. If the consumer has any dispute or damage to his or her rights and interests due to private transactions, Xiaopeng Motors will not be liable.
With a skeptical attitude, I continued to contact the seller's local dealer, and the dealer told me on the phone that the manufacturer had indeed recently notified me not to transfer the order, but if it could be proved to be an immediate family member, the order could be transferred.
With the same question in mind, I consulted second-hand sellers of other brands.
tesla
Tesla sellers told me that according to Tesla's regulations, the order transfer can not change the name of the first owner, he clearly wrote in the post: "The seller needs to pick up the car with himself, and then go through the transfer together." That is to say, in order to achieve Tesla's new car resale manufacturer channel is not feasible, in fact, it is still the form of "second-hand car".
Here to interject, the second-hand car transfer method for Tesla buyers is actually not much impact, nothing more than a car on the big green book on the transfer record, but for many new power buyers, losing the identity of the "first owner" means giving up a lot of original rights, such as the battery life warranty and the annual free charging quota and so on.
In order to prevent scalpers from "speculating on cars", Tesla has recently issued a "commitment letter not to resell", the official requires consumers who have placed orders to buy multiple Tesla vehicles once or more times not to resell vehicles within one year, otherwise they will pay a penalty of 20% of the fare of each car.
As soon as the policy came out, netizens discussed it fiercely, and many people believed that Tesla's move was infringing. However, it should be noted that the document only covers users who buy multiple Teslas, and there is no resale restriction for consumers who only buy one Tesla.
Zero run
Back to the truth, as one of the brands with a relatively large price increase, the order resale of zero running is not in the minority on the second-hand platform, so after learning about Xiaopeng and Tesla, I asked some sellers who transferred orders to zero running.
These sellers' statements are similar to those of Xiaopeng's previous sellers, asking buyers to come to the store with them and change orders after paying the balance.
In this regard, I also called some of the seller's local zero-run dealers, and two zero-run dealers in the two places told me that they had recently received a "no-order" notice from the manufacturer, and only allowed the transfer of orders between immediate family members.
In addition, one of the dealers suggested that I find the corresponding sales, maybe there is an "opportunity"; while another dealer said more bluntly, "You just need to find a way to provide a proof of kinship, and the car I bought here may have the possibility of transferring orders."
Therefore, the secret of whether the order can be transferred lies in the identification of "immediate family", and this determination can be said to be vague, and the dealer often does not have the ability to verify the authenticity of the proof.
(You all get it at this point, right?) But don't be distracted, this is just a statement of what we have investigated. We do not advocate scalpers, encourage orders from the official, so that it is more secure! ）
To add that, in addition to the above brands, we found that BRANDS SUCH ASD, Ideal, and WEILAI also have many "transfer orders" posts on second-hand platforms.
The reason why BYD was not taken as a survey sample is because such brands themselves are not directly operated models, and terminal pricing is not stable.
Although the ideal also announced a price increase of 11,800, it will not be implemented until after April 1, so the impact on the current situation is not large. Even Weilai, which has not increased its price, also has the phenomenon of "transferring orders" on second-hand platforms. The need to take over such a transfer order is nothing more than hoping to spend money to "cut in line" and get the car in advance.
In any case, no matter what kind of motivation of the "scalper behavior" in the final analysis, it shows a problem, the current consumer demand for electric vehicles is huge, because there is demand to be profitable, which is the essence of the birth of scalpers.
Wait until the party will eventually win?
As pointed out in Xiaopeng's statement, "private transactions may produce any disputes or damages to rights and interests", so we will never recommend that you buy a car from a "scalper". Although the repeated price increases of manufacturers are very unpleasant, the existence of scalpers is more abhorrent in the long run, they disrupt the market and make the sale lose protection.
If you are not in a hurry to buy a car, I suggest that you may wish to do the "wait party" first, after all, the rise in the cost of battery raw materials is only temporary, and the price increase of new energy vehicles will not continue forever.
Chen Shihua (right), deputy secretary-general of the China Association of Automobile Manufacturers, was exclusively interviewed by Automotive Zongheng
Recently, the China Automobile Association criticized the price increase of battery raw materials, and Chen Shihua, deputy secretary-general of the China Association of Automobile Manufacturers, clearly pointed out:
1. The current round of raw material prices rises beyond the norm, deviating from the normal supply and demand relationship, and is an irrational rise;
2. Raising the price of raw materials for power batteries is extremely destructive to the new energy automobile industry that has been cultivated after more than ten years of efforts and is in the process of subsidy decline and gear shift;
3. The China Automobile Association has submitted countermeasures to the relevant competent authorities, and the national competent authorities have clearly stated that they will resolutely crack down on this kind of unfair competition.
The development of new energy vehicles is a national plan, which cannot be destroyed, the government intervenes in the malicious price increase of raw materials has been in action, which means that the price increase tide of vehicle products will not continue all the time, and you who have a car purchase plan may wish to wait and see, and so on.
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