What should I do if the oil price is too high? Or buy a new energy vehicle, the electricity price is cheap! However, when you enter the store to see the car or search for relevant information on the Internet, you will find that the overall new car price of the new energy vehicle market has risen recently, Tesla, BYD, Chery New Energy, Nezha Automobile, Geometric Automobile, Zero Run Car, Xiaopeng Automobile, Euler, Weima, and Tianji have all officially announced price increases, and the overall increase is between 0.3 and 30,000 yuan. Seeing this, I believe many friends will sigh: refueling can not afford, new energy vehicles can not afford to buy, or squeeze the bus subway to go.
The overall price increase of new energy vehicles is related to the continuous sharp rise in raw material prices. Ideal Auto CEO Li Xiang released a personal Weibo, saying: "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. War, politics, and the epidemic have made it possible to appreciate the value of buying a car, and the price of used cars in the United States has increased by 30% overall. Subsequently, the ideal ONE also officially announced a price increase of 11,000 yuan.
The outrageous rise in the price of raw materials has led to an increase in the price of new energy vehicles, so why will the price of raw materials soar? When will it be able to return to normal? After the price of raw materials returns to normal, can the price of new energy vehicles be reduced? With the cancellation of new energy subsidies next year, will it usher in a new round of price fluctuations again? In this issue, we will discuss with industry experts.
Chen Shihua
Deputy Secretary-General of China Association of Automobile Manufacturers
The recent general rise in the price of new energy vehicles is transmitted by the rise in raw material prices, which eventually leads to an increase in car prices, which is a price increase that car companies have to do, completely unexpected by car companies, when the price of raw materials returns to normal, the overall price of new energy vehicles will also be reduced.
For the irrational rise in raw material prices, the relevant departments have begun to pay close attention to it, and will crack down on the unfair competition behavior of hoarding and deliberately inflating prices, at present, the price of raw materials has been stable but still at a high level, and there will not be much decline in a short period of time.
Zhao Ying
Researcher of Industrial Economics, Chinese Academy of Social Sciences
On the surface, the Russian-Ukrainian war has affected the global industrial chain and supply chain, resulting in an increase in raw material prices, but from the deep-seated analysis of the reasons, the current rise in domestic raw material prices is due to the rapid development of the new energy vehicle market and the inability to keep up with the supply of raw materials.
Whether the price of new energy vehicles can be lowered, the overall price of raw materials needs to be lowered, which depends on whether the supply of raw materials and the development needs of the new energy vehicle market are balanced: if the new energy vehicle market develops rapidly, the supply of raw materials continues to be in short supply, and the price of new energy vehicles will also increase, when the price is higher than that of fuel vehicles to a certain extent, users will not buy new energy vehicles, the new energy vehicle market will slow down or negative growth, and the shortage of raw material supply can be alleviated to a certain extent. If the development of the new energy vehicle market is slow or negative, the pressure on raw material production is reduced, and the supply and demand problem will be alleviated.
From the current situation, the state has begun to control the problem of rising raw material prices, but it can only reduce its growth rate, can not prevent its rise, and the domestic new energy vehicle market is developing rapidly, the problem of raw material supply shortage within this year still exists, in the next 2-3 years, raw material supply and new energy vehicle market development demand is still difficult to achieve a balanced state.
Cui Dongshu
Secretary-General of the National Passenger Vehicle Market Information Association
The reason for the rise in raw material prices is that the supply chain is too long and spread all over the world, and some supply chain links located abroad do not realize the rapid development of the domestic new energy vehicle market, and have not expanded production in time, coupled with the impact of the epidemic and the international environment, resulting in tension between supply and demand, and the overall price of new energy vehicles has risen. The rise in raw material prices caught car companies off guard, had to increase the price of new cars, when the price of raw materials returned to normal, the price of new cars will also be reduced, as for the cancellation of new energy vehicle subsidy policies and the cancellation of purchase tax reduction policies, car companies are ready not to increase the price of new cars because of policy changes.