With the rise in the oil price of traditional fuel vehicles, the accumulation of new energy vehicles has ushered in a sales blowout period. At the same time, the lack of cores in the country continues to spread, the supply of automotive chips is seriously insufficient, some manufacturers are affected by the epidemic, it is difficult to resume work, and the supply of parts and components cannot keep up with the sales of new energy vehicles. This has led to the sales of new energy vehicles rising, and the price is also rising. However, some companies are more concerned about consumers' feelings, and the price increase is small. Some companies have raised their prices three times in just three months.
From January to February, most of the domestic new energy vehicles saw a slight increase in the price of 2,000 yuan to 5,000 yuan. In March, the price increase rose to five figures. For example, WM Motors raised 7,000-26,000 yuan, Xiaopeng Motors raised 10,100-20,000 yuan, Euler Good Cat raised 12,000 yuan, and BYD raised 3,000-6,000 yuan. Because of the outrageous degree of vacancy in cobalt, nickel and lithium materials, the sharp adjustment of prices has made many prospective customers who are ready to start new energy vehicles feel uncomfortable.
Among them, the most exaggerated is the foreign brand Tesla. He has always been regarded as the millet in electric vehicles, single-handedly pulling down the price of the entire domestic industry, and also winning the "heart" of a large group of Chinese people. Some time ago, Tesla was plagued by negative news, but a considerable number of car owners did not abandon it, and the stickiness of fans was evident. But now, Tesla, which is known for its cost performance, has become the "big villain" who takes the lead in price increases. The price rose three times in 8 days, and the increase was not less than 10,000 yuan each time.
On March 10, Tesla Model 3 high-performance version, Model Y long-range version, and high-performance version, the price was all raised by 10,000 yuan; on March 15, Model 3 rear-wheel drive version, high-performance version and Model Y long-endurance, high-performance version increased in price, the guaranteed price increased by 14,000 yuan; on March 17, the Model Y rear-wheel drive version increased by 15,000 yuan. The average increase ranged from $24,000 to $30,000. Strangely, the original Tesla liked to lose money to sell cars and earn carbon credits. Why is it that it has risen more than anyone else, and is it that Musk is more expensive than others when he buys parts? Or is it that oil prices are rising and starting at the ground?
Relying on peers, bydir, the domestic new energy vehicle brand BYD, is particularly generous. Their products also take the cost-effective route, but they have maintained restraint in the face of price increase opportunities. Although BYD announced the price increase earlier, it also set a price increase range of "3,000 to 6,000 yuan". This was done beautifully, at least to avoid the suspicion of "taking advantage of opportunities for profit". At the same time, the author also has a question: is this extra three or five thousand yuan enough to cope with the continuously rising supply chain?
Of course not, what BYD is really good at is that he has reduced the company's car-making costs by increasing the proportion of self-research. The independently developed technology includes inverter IGBT chips to batteries, electric motors and high-voltage systems, breaking the dilemma of "exchanging technology with the market" and "high quality difference" of joint venture vehicles.
As of 2021, BYD has 9426 patents, far ahead of the second and third places, and BYD is also the largest seller of new energy vehicles in China, ranking second in the overall global sales ranking last year with 593,900 transactions.
Recall that 9 years ago, Shanghai invited Tesla to come in to build a factory, the first "wholly foreign-owned" identity to promote the localization process, when BYD just turned to the automotive industry, car manufacturing technology is far less mature than today, the domestic electric vehicle price remains high. A few years later, Tesla played his catfish role perfectly, received a large number of orders, and also did its part in the development of China's electric vehicle industry. But now, Tesla's cost performance is no longer an advantage. BYD turned gorgeously and began to replace. (Xiu Noon)
Musk "changed", BYD rose by 3,000 yuan, Tesla rose by 30,000 yuan
8 days the price increased 3 times, is the cost of Tesla's procurement of parts, is it 10 times that of BYD?