Up, up, up! Not only the price of oil is rising again, but even new energy vehicles are constantly rising!
Now the No. 92 oil is almost 9 yuan a liter, and now I don't buy a new energy vehicle, which is really a big loss.
But is this really the case?
Not only the price of oil is rising again, but the price of new energy vehicles is also rising. In the past month, there have been many brands of new energy vehicles that have seen different price increases. There are thousands of dollars up, and there are also tens of thousands of dollars.
Everyone knows that after this year, the subsidy for new energy vehicles will end completely, and the preferential policy of exemption from purchase tax will be terminated at the same time. This year is the last chance to buy a new energy vehicle cheaply. But is this wave of price increases to take advantage of the opportunity to cut a wave of leeks?
New energy vehicle companies shouted wrongs! They also have bitterness that they can't say. The price of raw materials for car-making is rising, and the increase is much higher than the increase in car prices. Take the lithium of ternary lithium batteries, the price of lithium carbonate, the raw material lithium carbonate, has soared from 50,000 yuan a ton to 500,000 yuan a ton, and the price has directly increased by 10 times.
Another important raw material for batteries, nickel, has also seen a sharp price increase recently. Now that London nickel is quoted at $300,000 a ton, the London Metal Exchange has even introduced measures to restrict nickel trading to prevent nickel prices from getting out of control.
In addition, the long-term shortage of chips has also affected the production of new energy vehicles to a certain extent. "Lack of core" affected traditional car companies last year, and this year it further affected new energy car companies represented by new forces. New forces with relatively large sales volumes, such as Xiaopeng, have recently encountered delays in delivery.
Therefore, most new energy vehicles have increased in price in recent times.
But the price increase of different models is not the same, in the end which model has the most conscientious increase? We decided to use a criterion to evaluate:
Since the price increase mainly affects the cost of the battery, we divide the price increase of the vehicle by the battery capacity to obtain the price increase of the model per 1kWh. The lower the price increase per 1kWh, the more conscientious we think the price increase of the model. We selected the hottest pure electric vehicles and plug-in hybrids on the market to evaluate them.
Overall, models with high base prices have basically exceeded the economic family models with a price increase of less than 200,000 yuan per kilowatt-hour. Like Tesla Model Y, Xiaopeng P7, their basic price is more than 200,000 yuan, so their price increase is also the largest.
And the family models of less than 200,000 built by traditional car companies such as BYD and GAC Aeon have relatively small price increases.
But this can not describe the price increase trend of so many models, let's pick some models to talk about in detail.
Wuling Hongguang MINIEV is definitely a unique presence in this price increase ranking. Although it has the lowest price and the smallest battery capacity, the price increase of 4,000 yuan still makes it the top of the list.
There is no other reason: the battery is the most expensive component in the entire Wuling Hongguang MINIEV.
In general, the proportion of batteries accounting for the cost of electric vehicles is about 40%, while the cost of Wuling Hongguang MINIEV's 13.8kWh battery pack is only 9,000 pieces, and each kWh is only 648 yuan, which is 22% lower than the industry average. Of course, the battery specifications of Wuling Hongguang MINIEV are relatively low, and the energy density of 116Wh/kg is not as good as THAT's blade battery.
Therefore, when the price of lithium, nickel and other battery raw materials doubles, the most sensitive is this low-capacity, low-capacity density battery. Because the cost of these batteries is too low, fluctuations in raw material prices can easily be reflected in battery prices and even car prices.
So don't look at the price increase of Wuling Hongguang MINIEV 4000 yuan is not high, but relative to its lower cost and price, it can be described as "hurting the bones". Because its most core competitiveness, low prices, has been stifled to a certain extent.
Wuling Hongguang MINIEV is a special case of battery cost control, but when it comes to battery cost control, or the balance of battery performance and cost, I am afraid that no one will do more extreme than BYD.
BYD's new energy vehicles have recently sold very hot, and have been in short supply for a long time and waiting for cars for a long time. Because their blade batteries are both efficient, low-cost and safe in both PHEV and EV models.
At the same time, the cost of lithium iron phosphate batteries is not used because nickel is not used, so compared with ternary lithium batteries, lithium iron phosphate is slightly less affected by raw material prices.
Therefore, compared with the price increase of about 10,000 yuan for the same price model, BYD's price increase is more conscientious, dm-i model price increase of 3000, EV model price increase of 6000.
However, before this, BYD's new energy models have already carried out a round of price increases, counting the price increases of the previous round, it can be found that many models have a total price increase of more than 10,000 yuan, such as Dolphin.
However, in such a situation, BYD's new energy vehicles are still selling in full swing, monthly sales go straight to 100,000 vehicles, and now the purchase of BYD new energy vehicles still requires a long waiting cycle, and now the car pick-up cycle is about 90-120 days. Perhaps, this is the appeal that good products bring to consumers.
The AION S Plus has become the most conscientious model for price increases, although it is unexpected, but it is reasonable.
GAC Aeon recently replaced its new model with a magazine battery. It is relatively different from BYD's blade battery thinking. BYD is to directly change the chemical principle of the battery, so that the battery away from the danger of combustion and explosion. However, GAC Aeon chose to create a copper wall for the battery to isolate the external factors that cause explosive combustion when it is injured, thereby reducing the risk of spontaneous combustion of the battery.
So such a model with a ternary lithium battery, but also a lithium battery wrapped in three layers of outer three layers, becoming the most conscientious model of price increase I am really a bit surprised, but seeing the street is full of AION S and AION S Plus online car, I think I want to understand.
One of the magic weapons for GAC Aean to achieve low cost is scale. In the early stage, GAC Aean's new energy vehicles were rolled out on a large scale in the online car market, and even set up their own online car brand Ruqi Travel, which played a very important role in the rapid popularization of electric vehicles and power batteries.
Of course, this approach also has disadvantages, that is, when everyone thinks of AION S Plus, they will first think that it is a ride-hailing car. Individual customers will be more taboo about this.
The price increase of the new forces of car manufacturing is what we put here.
In fact, the new forces of car manufacturing can pay the most attention to nothing more than service and intelligence, and many of the batteries they use are purchased back. Like the Model Y and P7, their batteries are all derived from the Ningde era.
Therefore, the battery pricing power of these brands is not in their own hands, but in the battery suppliers, and their right to speak in the transaction is relatively small.
It is not difficult to understand that the Model Y, Model 3 and P7 will have a sharp price increase of 20,000-30,000 yuan. To say that it is ugly, it is slaughtered by the battery supplier.
After reading the above 4 representative models, it is not difficult to find that battery technology still has to be in their own hands, in order to minimize the impact when the battery price fluctuates.
Whether it is BYD's blade battery or GAC E'an's magazine battery, it has been less affected in this round of price increases. This is because they have their own balancing mechanism for battery costs, and the price of batteries has increased, and they can make up for it by cutting costs in many ways.
If the battery needs to be sought by people, then the price of battery raw materials will be directly reflected in the price of the battery, at this time, as a buyer of the car company, in the negotiation process will be very passive, and finally have to purchase the battery at a higher price, and the final car price increase is also higher.
According to the forecast of authoritative sources, the balance of supply and demand of lithium batteries will need to recover for 2-3 years. Therefore, if you want to buy affordable and easy-to-use electric vehicles now, the traditional big factory is a choice that cannot be wrong.