In our thinking and cognition for a long time in the past, cars are getting cheaper and cheaper. Our cognition is no problem, in the past few years, the overall price of cars is downward trend, but into 2022, the situation has "upside down", where is the problem?
Seeing that the oil price has risen to the "9 yuan era", the consumers who are dissuaded by the high travel cost of fuel vehicles have gradually turned their attention to new energy vehicles, after all, the cost of new energy vehicles is very low, the electricity is cheap, and the maintenance cost is much more affordable than that of traditional fuel vehicles. But what people did not expect is that in 2022, the price of new energy vehicles has been collectively increased.
I have to say that this session of consumers really did not catch up with the good times, especially those who hold the currency and wait and see, etc., can be described as a defeat, it is better to believe in the consumption concept of "buy early and enjoy early".
Collective price increases
Since 2022, BYD, Tesla, Xiaopeng, Weima, Nezha, Zero Run, etc. have successively announced price increases for their products, ranging from a few thousand yuan to tens of thousands of yuan.
Tesla has raised prices three times in a row since March, and since this year, Tesla has raised prices three times in a row, the starting price of the Model 3 rear-wheel drive version and the high-performance version has risen by 14,200 yuan and 18,000 yuan respectively, while the starting price of the Model Y's rear-wheel drive version, long-endurance version and high-performance version has risen by 15,000 yuan, 18,000 yuan and 20,000 yuan respectively. The price threshold of these two cars is now gone in the days of 230,000+ and 270,000+ last year. The owners of the "cut leeks" who bought high have also recently been more psychologically balanced.
BYD's price increase is also very concerned. In January and February, BYD has entered the top three in China in terms of retail sales in the passenger car market. This round of price increases, BYD's dynasty network and ocean network of new energy models rose by 3,000-6,000 yuan. Now BYD All in new energy vehicles are more determined, the newly opened marine network is all new energy vehicles, and the just listed BYD Song MAX has also directly bid farewell to the traditional fuel powertrain, all put into production DM-i supermix technology models.
Xiaopeng's price increase is also very large, basically in line with Tesla. Among them, the Xiaopeng G3i was raised by 1.07-14,300 yuan; the Xiaopeng P5 was raised by 132,200-15,600 yuan; and the Xiaopeng P7 was raised by 1.01-20,000 yuan.
Euler Automobile, after the price increase of 12,000 yuan for the GT version of the good cat, announced the price increase again on March 19, and the guidance price of all models of the Euler good cat (including the GT version) was raised by 6,000-7,000 yuan. GAC Aean is also a large seller of new energy, and its AION Y/AION S Plus/AION V Plus has risen by 4,000-10,000 yuan this round.
Coupled with the brands that have previously announced price increases, almost covering most of the new car-making forces and traditional car companies, more and more brands have joined the price increase army. According to statistics, since March, there have been nearly 20 brands and 40 models with price increases, ranging from 2,000 yuan to 30,000 yuan. Even Lantu Automobile, which claims that "the price increase that does not bring value to users is meaningless", recently announced that it will usher in a price increase at the end of the month.
2022 is the last year of new energy subsidies, and government subsidies have been reduced to a minimum; coupled with the sudden epidemic, production and logistics everywhere have been significantly affected. The superposition of these factors objectively stimulates the market's demand expectations for the new energy industry, and subjectively increases the panic psychology, which eventually leads to a comprehensive price increase in the new energy industry. If you are still waiting and watching, and have not yet started a new energy vehicle, you have lost a lot.
The production and sales of new energy vehicles have also made the reasons behind the collective price increase more and more confusing. In 2021, the penetration rate of new energy vehicles in China will reach 13.4%, which is at least 5 percentage points higher than that of the world. Among them, in December, the penetration rate of new energy in passenger cars reached a historical peak of 20.6%, once exceeding the national standard of 20% in 2025. From January to February this year, the penetration rate of new energy passenger cars reached 20.1%, and the national task was completed three years ahead of schedule in the passenger car field.
Recently, relevant people of the China Automobile Association said that there is a suspicion of artificial speculation in this price increase, and there are some capital behind it. Entrepreneurs in the industry have also suggested that the competent government departments should strengthen the macro-control of the bulk raw material market, moderately accelerate the development of domestic lithium, nickel and other resources, and crack down on unfair competition behaviors such as hoarding and price gouging.
Material costs are skyrocketing
The price increase of new energy vehicles, in addition to the suspicion of speculation, is mainly driven by two reasons. The direct reason is the soaring cost of raw materials, and the data shows that since last year, the price of raw materials for new energy vehicles has been bullish all the way.
Nowadays, the comprehensive quotation of the battery-grade lithium carbonate market is as high as 500,000 yuan / ton, you know, the price of lithium carbonate at this time last year was only 50,000 yuan / ton. The price of battery raw materials has risen nearly ten times in one year, and it is no wonder that new energy vehicle manufacturers have collectively adjusted prices. Some institutions calculate that due to the impact of battery costs, the cost of bicycles in some high-endurance models has risen by more than 10,000 yuan.
In addition to lithium, the price of nickel, another raw material, has also increased several times. The soaring price of raw materials and the increase in the cost of car manufacturing have also led to some new energy vehicle manufacturers having recently announced price increases twice, and also greatly increased the cost of car purchases for consumers.
Although the Ministry of Industry and Information Technology said that it will moderately accelerate the development of lithium, nickel and other resources this year, and to improve the recovery rate and resource utilization efficiency of power batteries, it is almost impossible for the price of lithium and nickel to fall in the short term. On the one hand, this is caused by the scarcity of resources, and on the other hand, it is also related to the strong demand for terminals.
Another reason is that the supply and demand relationship in the new energy vehicle market also stings the price-sensitive nerves of electric vehicles. In 2021-2022, the penetration rate of new energy vehicles will achieve rapid growth, and the current delivery of new Tesla orders is far away, and new energy vehicle manufacturers such as Xiaopeng Automobile and GAC AION are also facing a production capacity gap. Driven demand, shortage of raw materials and chips, various factors have exacerbated the imbalance in the new energy vehicle market.
Write at the end
For the rise in oil prices, it has made many young consumers in many cities plan to buy cars from traditional fuel vehicles to new energy vehicles. But in fact, the increase in the threshold price caused by the price increase of new energy models has extinguished the enthusiasm of many car buyers. After all, the price threshold of electric vehicles is relatively high, and a price increase of 10,000 or 20,000 yuan is almost equivalent to a "new car purchase tax".
Will and when will the price increase come back? I predict that there will be no hope this year. In the long run, car prices are bound to be getting lower and lower. But in the short term, at least in the field of new energy, if you want to enter the market at a "low price", there is basically no way. If you are also considering starting a new energy vehicle recently, I advise you to buy early and enjoy early, after all, from the current situation, the law of discounts for late purchases is really not applicable.
Figure | network
Wen |doudou
Edit | Beanie
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