Tesla, BYD, Weilai, Xiaopeng
……
Recently, a number of car companies
Raise the sales price of new energy vehicles
Among them, Tesla is even more recorded
A record of 3 price increases in 8 days
The domestic new energy market is "rising"
It affected almost all of them
Mainstream new energy brand
Even the "god car" in everyone's mind
It has always been known for its affordable prices
Wuling Hongguang MINIEV
Nor was it spared
Midnight, March 23
Wuling Automobile's official Weibo released the "Explanation on the Price Adjustment of New Energy Models", indicating that due to the impact of comprehensive factors such as the continuous sharp rise in the price of upstream raw materials, SAIC-GM-Wuling will adjust the official guidance price of its Wuling Hongguang MINIEV series models, Wuling NanoEV models and Baojun KiWi EV models, ranging from 4,000 yuan to 8,000 yuan. The price adjustment will take effect from 0:00 on March 24.
Ultimate price/performance ratio
The "National God Car" is out of the circle
Wuling Hongguang MINIEV is a pure electric vehicle as low as 30,000 yuan, with the ultimate cost performance, cute and cute small shape out of the circle, driving the development of the entire micro-electric vehicle market.
As of December 31, 2021, Hongguang MINIEV's cumulative sales exceeded 550,000 vehicles, winning the top spot in China's new energy sales for 16 consecutive months and winning the new energy sales championship in 2021.
(Network picture, image source: Visual China)
In the face of such a hot market, Changan, Great Wall, Chery, Geely, SAIC Roewe and other manufacturers have followed the trend and launched similar models, and have achieved good sales.
According to the data of the Association of Automobile Associations, driven by a number of hot-selling models, A00-class pure electric vehicles once occupied 30% of the market share of new energy vehicles. Among the top 15 new energy vehicle sales in 2021, 8 are A00-class pure electric vehicles. (A00 class sedan, specifically a small car, has a wheelbase between 2 meters and 2.2 meters, and the engine displacement is generally less than or equal to 1 liter.) ）
Prices continue to rise sharply
Micro pure electric vehicles "hurt very much"
However, in 2022, micro pure electric vehicles have lost their past scenery and become the "most injured" model in this round of raw material prices, and the lower the unit price, the greater the impact.
The reporter noted that the three models of Wuling Automobile's official price increase are all micro pure electric vehicles.
According to Cui Dongshu, secretary general of the Association, the price increase of chips, batteries and other components will bring manufacturing costs of more than 100 yuan per kilowatt-hour (power battery capacity) to micro-electric vehicles. Previously, some institutions reported that the profit of Hongguang MINIEV's bicycle was only 89 yuan.
Filling the negative points of the fuel vehicle business and selling surplus new energy positive points to the outside world is the main reason why car companies compete to enter the micro pure electric vehicle, most of which have small profits, take the price for volume route, and seek more new energy points.
In 2020, SAIC-GM-Wuling won 440,000 new energy credits, almost all relying on Hongguang MINIEV. At the price of 3,000 yuan / min at that time, the point income of Hongguang MINIEV was as high as 1.3 billion yuan.
However, with the substantial growth of the new energy vehicle market, the carbon credit trading price has been lowered to 500-800 yuan in early 2022, and may be further reduced to 200 yuan in the future.
Under the influence of factors such as rising raw material prices, subsidies declining, carbon credit prices, and tight supply of chips and batteries, micro-pure electric vehicles have appeared to sell more and lose more.
According to incomplete statistics
The micro-electric vehicles that have increased prices this year include: Euler Good Cat price increase of 12,000 yuan, zero-run T03 price increase of 9,100 yuan, Reading mango price increase of 3,000 yuan, Chery small ant price increase of 3,000 yuan.
And on the sales side
The A00 class is already cooling down
In January this year, sales of A00-class pure electric vehicles were 112,500 units, an increase of 70.1% year-on-year, lower than the overall level of 132.2% of pure electric vehicles. A00-level sales accounted for 33%, compared to 45% in the same period last year. The sales volume of A0+A-class electric vehicles has accounted for 37.3%.
Industry insiders told reporters that in first-tier and super-first-tier cities, the micro-electric vehicle market has begun to shrink. Low-priced models are not a long-term solution, which will damage the brand image and restrict technological development.
However, there are also views that in the short term, there is still room for growth of micro-electric vehicles, especially in the sinking market. In 2021, non-restricted cities contributed 70% of new energy vehicle sales, of which 58% of users purchased A00-class electric vehicles. The industry believes that although the third and fourth-tier and rural markets are small in scale, they have great potential and are one of the incremental markets for new energy vehicles in the future.
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This article was edited | Small Door Ear
Source| Chengdu Business Daily - Red Star News (Reporter Wu Danruo)