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Recently, the price of oil has risen so much that people's livers hurt and tremble, and 95# oil has exceeded 9 yuan. As a result, many people say that the spring of electric vehicles has come. However, the electric vehicle side has also opened a collective price increase mode, and the oil price is up a few pieces, while the electric car is often increased by tens of thousands of yuan.
Today we will talk about why electric vehicles will increase prices wildly, and are electric vehicles worth buying after price increases? Oil prices are rising, electric vehicles are also rising, do we have a better choice?
How crazy is the price increase for electric vehicles?
Officials of various car companies announced the increase in money
Since the beginning of the year, there have been more than 20 car companies and more than 50 new energy vehicles in the past two months. For example, Tesla rose 3 times in 8 days: on March 10, the price of the Model 3/Y dual motor version rose by 10,000 yuan; 5 days later, the two cars rose by 18,000-20,000 yuan again; 2 days later, the Model Y single motor version also rose by 15,000 yuan.
The highest-growth Model Y high-performance version has reached 30,000 yuan.
Models with high endurance, up to 400,000, down to more than 100,000, generally rose by more than 10,000 yuan. So far, Tesla has risen by 143,300-30,000 yuan; Xiaopeng has risen by 10,100-20,000 yuan; zero run has risen by 0.5-30,000 yuan; weima has risen by 14,000-26,000 yuan.
Even the sales star of electric vehicles, the Wuling Hongguang MINI EV, has increased its price by more than 4,000. Previously, the Hongguang MINI EV started at 28,800, but now the entry-level model has risen to 32,800. The entry price of the 170km version is 44,800. Compared with the previous price of 20,000 or 30,000, this increase is really not small.
No price increases are brewing
Of course, there are still many cars that have not increased their prices for the time being, but are they really not rising? The ideal CEO gave a guess, and most of the prices that have not yet risen are not yet thinking about how much to rise. In this speculation, we also agree that it may not be long before there will be a wave of price increases again.
Discounts shrink and prices rise in disguise
At the end of last year, Xiaopeng Automobile has already compressed the rights and interests of new users of all models, and directly reduced a variety of preferential policies ranging from 0.4-10,000 yuan. It is an official reduction in the offer.
Most of the official price increases are new force car companies, many traditional brand electric vehicles, although there is no official price increase, but the terminal discount has shrunk significantly, is also a disguised price increase.
Why are the prices going up?
Battery costs are rising
According to statistics, about 40% of the cost of electric vehicles comes from batteries, and the cost of lithium carbonate, the main raw material for batteries, has risen wildly in the past year. At the beginning of 2021, the price of lithium carbonate was only about 50,000 yuan / ton, but the quotation of lithium carbonate in mid-March this year has risen to about 480,000-520,000, and the increase has almost reached 10 times.
And in addition to lithium, raw materials such as nickel, cobalt, and graphite in batteries are also rising in crazy prices. Among them, the price of cobalt was less than 300,000 / ton at the beginning of last year, and has now risen to nearly 600,000 / ton, an increase of nearly double.
Moreover, the main raw materials of these batteries are still rising in price, and in the short term, there is no hope of falling.
Subsidies decline
All along, the purchase of trams is subsidized, subsidies are paid by the state to car companies, although there is no direct subsidy to our hands, but it does make the price of the car a lot cheaper.
However, subsidies are declining every year, 30% less this year than last year, and subsidies will be eliminated next year. The loss of subsidy cancellation will eventually be transferred to the price of the car.
Selling points to make money doesn't work
The profits of low-end electric vehicles launched by many car companies are actually very low, because they do not only make money by selling cars, or even selling cars without making money, but earning points to sell money.
In the past, the price of points has risen year after year, and last year the price reached the highest 3,000 yuan / point, mainly because of the small output of electric vehicles in the past, and sales were not as high as they are now.
But now everyone is switching to electric vehicles, sales have doubled in a short period of time, and fuel vehicles are also developing towards low fuel consumption. Car companies have accumulated more and more points, and the number of points is more and more than demand, so it is not worth much. It is rumored that this year has dropped to 500-800 yuan / min.
The price of points plummeted, and car companies lost a large part of their revenue, and this part of the loss naturally had to be transferred to the price of the car.
Battery costs rose, subsidies fell, the price of integrals plummeted, a variety of factors put together, but also let the price of electric vehicles began to rise wildly.
When is it a head?
Many people will surely ask, when will this wave of price increases end? Is it possible for the price of the car to come back? This is a realistic question, but no one can give an accurate answer.
However, He Xiaopeng, CEO of Xiaopeng Motors, said that it is expected that the trend of battery price increases in the second and third quarters of next year will improve.
This may mean that in the second and third quarters of next year, electric vehicles will not continue to increase prices, but it does not mean that the price that has risen can be reduced back.
The reason is simple, the price increase trend is improved, does not mean that the price is reduced. Second, state subsidies will be cancelled next year. Therefore, even in the second and third quarters of next year, the trend of electric vehicle price increases may ease, but it is not realistic to expect price reductions.
What impact does it have on our car purchase?
Low-priced models are the most affected
The price of electric vehicles has risen collectively, but the degree of impact on models at different price points is not the same. For example, the ideal ONE will increase its price by 11,800 from April 1. For a car that is already priced at 338,000, this increase is actually not large, and consumers are more receptive.
However, the Hongguang MINI EV, which previously had a minimum price of only 28,800 yuan, has increased by 14% if the price increase is 4,000 yuan. Moreover, the biggest selling point of this car is cheap, and this wave of price increases will undoubtedly greatly reduce the cost performance of such models.
In fact, in the past two years, the sales of micro-electric vehicles with unlimited scenery have dimmed a lot this year. In the first two months of this year, the sales of new energy vehicles increased by 1.5 times, but the growth rate of micro-electric vehicles was only 85%, far lower than the overall level of new energy vehicles.
Therefore, the collective price increase of electric vehicles, the most injured is the micro-electric vehicle.
In addition, it is very interesting that the collective price increase of micro-electric vehicles is actually a positive for "old man music". Because many old men are happy to use lead-acid batteries, and the cost of this battery is not obvious. So their price advantage over the Hongguang MINI EV these cars are highlighting. This wave of electric vehicle price increases is likely to become a resurgence of "old man music".
Lithium iron phosphate is more worth buying
Judging from the price increase of so many cars, it is not difficult to find that models equipped with lithium iron phosphate batteries will have lower price increases. For example, the Tesla Model Y dual motor version equipped with a ternary lithium battery rose by 28,000-30,000 yuan, while the single motor version equipped with lithium iron phosphate only rose by 15,000 yuan.
There is also WM E.5, equipped with lithium iron phosphate batteries rose by 7,000 yuan, while those equipped with ternary lithium batteries rose by 10,000 yuan.
The reason is very simple, 1 ton of lithium iron phosphate material only needs to consume 0.25 tons of lithium carbonate, while 1 ton of ternary lithium needs to consume 0.4 tons of lithium carbonate, so the cost of lithium iron phosphate batteries themselves is lower.
So now we buy electric vehicles can pay more attention to lithium iron phosphate models, the price increase is relatively low. And the options for the future will be more abundant. Because everyone is transforming lithium iron phosphate, in addition to BYD's blade battery, GAC's newly launched magazine battery is lithium iron phosphate, including LG New Energy is also developing new lithium iron phosphate batteries.
Plug in or mix into a better choice
The rise in oil prices makes people's livers hurt, and the price of electric vehicles has also increased collectively, so for consumers, the advantages of plug-in and mixed models are becoming more and more obvious.
Compared with oil trucks, plug-in hybrid models are more fuel-efficient, and if there are charging conditions, they can even be driven as trams. BYD Qin PLUS DM-i is a good example, with a pure electric endurance of up to 120km. Compared with pure electric models, the battery pack of plug-in hybrid models is smaller, which means that the price increase is smaller in this wave of price increases.
At present, there are not many price increases in plug-in hybrid models, and the price increase is also very low, because their batteries are small in size and account for a small proportion of the cost of the vehicle. For example, the Song PLUS pure electric version rose by 11,000 yuan, and the Song PLUS DM-i rose by only 0.6 million yuan. Qin PLUS pure electric version rose by 0.9 million yuan, and Qin PLUS DM-i only rose by 0.6 million yuan.
It can be seen that the price increase of the plug-in hybrid version is significantly lower than that of the pure electric version.
Write to the end
We have always said that buy early and enjoy early, late buy have discounts. But now this sentence is no longer suitable for electric vehicles. If you plan to start an electric car, I advise you to start early.
In addition, at the beginning of the development of electric vehicles, in order to let everyone accept electric vehicles as soon as possible, there will be various subsidies and preferential policies. But as sales of electric vehicles become higher and higher, electric vehicles will definitely return to normal. That is to say, subsidies and policy preferences will become less and less until they are completely eliminated.
The car purchase subsidy will be cancelled next year, and the purchase tax incentive will most likely decline in the future. Even the cancellation of the policy of unlimited traffic and unlimited numbers for green cars is only a matter of time. If most of the cars running on the road are green cars, it is not far from the day when green cars are restricted.
Finally, what do you think of the collective price increase of electric vehicles? Welcome to leave a message to discuss.