As long as it is not to grab their own heads, everyone is still happy to hear - the movie "Big Winner"
Recently, the domestic new energy vehicle market seems to have only one theme, that is, price increases, almost we can see new energy vehicles, whether it is pure electric models, plug-in models or extended range electric vehicles, the price has been more or less improved, and now the new energy models and car companies that do not increase prices have become "minorities". Of course, before those new energy vehicle companies and models have announced price increases, the impact on us is not very large, because although we have plans to change cars, but the price of models are not in our alternative list, until the ideal ONE announced the price increase!
In fact, if it weren't for the closure of the community, we might have completed the test drive of the 2021 ideal ONE last weekend, and even made up our minds. As a result, the ideal ONE still increased in price, the price increase was as high as 11,800 yuan, although the price increase plan was implemented from April 1, but as a procrastination "patient", and the prospective owner whose cash was not yet prepared, after the ideal ONE price increase, the first sentence we thought of was the reasonable line at the beginning of the article.
Of course, the ideal ONE price increase does affect our car purchase plan, but this does not affect our overall judgment of the price increase in the new energy automobile industry. According to manufacturers or media, this time the price increase is mainly because of the sharp rise in costs, that is, the main raw materials of the core components of the new energy vehicle battery pack have risen sharply, such as lithium carbonate, the price has risen directly from a few thousand yuan a ton to more than 500,000 yuan / ton, and BYD, Ningde times and other manufacturers have also increased the price of battery procurement, so the cost of downstream OEMs to produce new cars has also risen, so after the price increase of some models of several car companies in the early stage, Later, the products of many new energy vehicle companies have also seen industry-related price increases.
In fact, in our view, with the rise in the price of raw materials such as lithium carbonate, the production cost of new cars has increased, which is indeed a fact for many OEMs, but the production cost has risen, but the price does not necessarily have to rise, which is an economic principle that we need to understand. Just like the price of pork plummeted this year, obviously feed prices and labor costs are rising, but pork prices have never gone up, the reason is the same. Therefore, after observing for a few days, we believe that the price of many new energy vehicles in China has risen in the recent period, and there may be the possibility of "taking advantage of the fire".
First of all, in our opinion, the price increase of some car companies is very unreasonable, such as the ideal ONE, the battery capacity of the ideal ONE is 40.5kWh, this time the price increase is 11,800 yuan, and the battery capacity of the BYD Song PLUS EV is 71.7kWh, which is about to double the battery capacity of the ideal ONE, but the price increase of the Song PLUS EV is only 6000 yuan, which is basically 1/2 of the ideal ONE! And to say that the battery power of the ideal ONE is more powerful than that of BYD blade batteries in all aspects, I am afraid that it is also a conclusion that needs to be discussed. Therefore, we always believe that the price increase of the ideal ONE this time is somewhat unreasonable.
Of course, if you take the price increase of BYD's 3,000-6,000 yuan as a standard, in fact, the price increase of many models is very abnormal, such as the second- and third-tier brands such as WM, the highest price increase reached 26,000 yuan, and the highest price increase of mid-range models such as zero-run C11 reached 30,000 yuan. As a large-scale manufacturer, the rising cost price of raw materials will indeed affect the production cost of the whole vehicle, but it will not be a cost increase of 26,000 yuan to 30,000 yuan evenly spread to each vehicle. Therefore, we stubbornly believe that in addition to the "neutralizing" part of the cost increase, the price increase of these models may also take advantage of the opportunity to increase the profit of bicycles, of course, the above conclusions are based on the price increase of some models to make inferences.
Some netizens may ask, then these new energy vehicles are scrambling to increase prices one by one, are they not afraid of affecting sales? In fact, in our view, in the recent period, it is indeed a window period for the price increase of new energy vehicles, first of all, from the reasonable point of view, everyone knows that the price of raw materials has risen sharply, so these manufacturers may naturally think that consumers can fully understand why the price increase, even if it is a part of the price increase, there is also a part of the "private goods"! Secondly, the price increase of the whole industry has also played a certain role in disguise, that is, the formation of a sense of identity, since the price of the whole industry has increased, then as a new energy vehicle manufacturer, why can't it increase the price? Anyway, consumers also agree with the rationality of the price increase of new energy vehicles!
Of course, there is a very important change in that is, the recent oil price is too high, when the price of No. 95 gasoline exceeds 9.2 yuan, the price of No. 92 gasoline is close to 9 yuan, in fact, many consumers' car selection center of gravity will shift to new energy vehicles, consumers can see this, manufacturers can naturally see, then in the case of "reasonable" reasons, as well as external forces "assist", it is difficult to guarantee that there will be no new energy vehicle manufacturers "taking advantage of the fire". In recent times, we have seen many new energy vehicle OEMs and dealers frequently use oil prices on social media to create anxiety, and in such a situation, some manufacturers have greatly increased the price of new energy vehicles, and it is difficult not to suspect that some new energy vehicles are raising prices in "cutting leeks".
The above discussion is only some judgments we have made on the current price increase of some new energy vehicles, because we cannot get core data such as manufacturer procurement costs, so we may be biased. But when the price increase of new cars has become an industry trend, some manufacturers conservatively increase prices, some manufacturers have increased prices, the situation and nature are completely different, some manufacturers may be to neutralize the cost rise, and some manufacturers, I am afraid, is through relatively reasonable reasons, and people's anxiety about the high price of oil in the "cutting leeks" and "taking advantage of the fire".