No. 95 gasoline in 6 consecutive rises into the "9 yuan era", according to the National Development and Reform Commission news, a new round of refined oil price adjustment window opened in the early morning of this morning, 2022 refined oil price adjustment showed a "six rise, zero fall and zero stranding" pattern. Coupled with the increase on December 31, 2021, domestic refined oil prices achieved "seven consecutive increases".
While everyone is shouting that they can't afford to drive out, most of the new energy car companies next door have also announced that they have to "have" increase prices, ranging from thousands to tens of thousands. Many netizens shouted that fuel vehicles cannot be driven, new energy cannot be bought, and the car market in 2022 is doomed to be gray. Is this really the case?
Unsurprisingly, the fuel vehicle market has cooled significantly
Oil prices are rising, the car market is naturally the most implicated, W Power recently visited many traditional 4S stores, store investment is not popular. According to the sales staff, in fact, the market has cooled down significantly after the epidemic, and there has not been much change because of the rise in oil prices.
"The price of oil does affect everyone's enthusiasm for buying a car, and some consumers may have considered buying a car, but recently the oil price is too expensive to feel that they can wait a little longer." In such a case, in order to complete their sales tasks, 4S stores often come up with a lot of offers, "now it is not like when there is no epidemic, you can put outreach to attract popularity, and now you can only cooperate with the website, get data, and call non-stop every day." ”
A luxury car 4S shop on Airport Road told us that from the previous year to this year, the sales staff has been reduced by almost 1/3, part of which is the reduction of personnel, and part of the decline in the performance and income of the sales staff, most of them have found other jobs.
During the visit, we also met users who were buying cars, who said: "I have noticed the rise in oil prices, but I still have to buy them, and the recent discount margin is relatively large." The ceo of another Japanese dealership told us that the sales of new cars at the end of last year were very different from expectations, and it was common to meet in the past two months to "formulate strategies".
It is worth noting that the attention of the entire market to gasoline-electric hybrid models has increased significantly since last year. In addition to Honda Toyota's own oil-electric hybrid products before, BYD, Geely, Great Wall and other independent brands have also launched their own oil-electric hybrid products, such as BYD's DM-I series is particularly popular, Song PLUS DM-I and Qin PLUS DM-I in February sales are both over 10,000, yesterday Geely's first oil-electric hybrid model Xingyue L Leishen Hi · The X hybrid version was also launched on the market, causing concern.
From this vision, we can glimpse that the entire market is slowly and orderly transitioning to new energy, but this is still a long-term process. In the short term, if the epidemic is controlled and oil prices are raised, the fuel vehicle market may still recover its original vitality.
Unconsciously, new energy has become a seller's market
In the past few years, new energy was still based on earning points and sharing travel, and later Tesla and "Li Xiaowei" played a positive role in promoting the beach, and pure trams began to truly enter home users. The explosion of the MINI EV also shows that in addition to the high-end market, the broader market is accepting pure electric products.
Since February, new energy vehicles on the market have announced price increases ranging from thousands of yuan to tens of thousands of yuan. In March, according to media statistics, as many as 20 new energy vehicle companies announced price increases, involving nearly 40 models. Behind the rising price tide, most car companies have given relevant explanations, of which the rise in raw material prices is the main reason, and some car companies have adjusted the configuration while increasing prices.
Tesla, is definitely one of the most sensitive to raw material prices of car companies, which may be related to its strategy, Musk said before, Tesla's strategy is to give all profits to consumers, hoping to exchange the amount for lower costs, and eventually continue to reduce prices, benefit users, in order to seize the market. The Tesla Model 3 soared by more than 40,000 in four months.
In addition to Tesla, Ideal Auto and Xiaopeng have announced price increases at the end of March, and the national unified retail price of Ideal ONE will be raised from the current 338,000 yuan to 349,800 yuan, an increase of 11,800 yuan. The new prices of Xiaopeng Automobile's three car series on sale, the P7, P5 and G3i, are released, and the increase in the price before the subsidy varies from 10,100 to 32,600 depending on the model and model.
Even Hongguang MINI EV officially announced its Wuling MINIV series, Wuling Nano series and Baojun KiWi EV series, with price increases ranging from 4,000 yuan to 8,000 yuan. Netizens also joked that the car that was once able to take down for 30,000 yuan is now "high".
In a wave of price increases, there are also mavericks. A few days ago, Weilai announced that it would not increase the price of existing models. Industry insiders analyze that the rise of raw materials is the background of the entire market, and Weilai is not unwilling to rise, but a stopgap measure under the background of the current sales volume falling behind and the profit problem hanging high.
So are new energy vehicles not sold? Not really.
Because in the transition period of fuel vehicles to new energy, everyone is naturally sensitive to oil prices, and the rise in oil prices has forced everyone to start paying attention to new energy vehicles, but everyone is not so sensitive to the price of new energy, such as the ideal ONE price increase of more than 10,000, which is actually acceptable for many people who have exchanged for improvement.
A Tesla salesman also told us that the reason why the brand dares to rise so much is the rise in raw materials, and on the other hand, it is also determined by the huge number of orders of the brand. We know from Tesla's official website that the delivery date of the Model 3 rear-wheel drive version is 20 to 24 weeks, and the high-performance version is 16 to 20 weeks. The Model Y rear-wheel drive version is delivered from 10 to 14 weeks, the long-endurance version is 16 to 20 weeks, and the high-performance version is 12 to 16 weeks. According to the current epidemic situation in Shanghai, the follow-up single time may increase.
A friend next to her just mentioned the Model 3 last month, and after learning about Tesla's price increase, she was very fortunate: "I feel that I have earned, I did not wait too long, and I did not cut leeks." New energy distribution stores such as Ideal, Xiaopeng and Nezha all said that their explosive products need to wait to pick up the car, which shows that after several years of market awareness precipitation, the supply and demand relationship of new energy vehicles has changed.
However, during our market visit, when asked why some car booking users buy fuel vehicles and do not buy new energy, no less than 3 users told us that because the choice of new energy vehicles is too small, there is no product that meets the budget. At present, the product distribution of new energy vehicles is dumbbell structure, and products below 10 and more than 300,000 account for the majority, but there is a lack of competitive new energy products in the high proportion range of 15-25 fuel vehicles in the past.
Why this range lacks products, mainly because of the high investment in early research and development and brand building power, so that new forces are expected to start from high-end products, win profits at high unit prices, or like Hongguang MINI, take the low-cost transportation route, first do the quantity. The family car in the middle of the 150,000-200,000 range is no longer in the category of transportation, everyone has expectations for mileage and configuration, and the high cost of raw materials such as batteries is doomed to make a profitable bicycle in this price range.
At last
In general, the current is not a good time to buy a car, and the overall market environment is still cool. But the good thing is that we have seen the initial results of the transformation of fuel vehicles to new energy, including the acceptance of new energy vehicles by users, and the competition between new energy products are developing in a healthy direction.