「Core Tips」
Yesterday I love to ignore, today let you climb high, second-hand electric vehicles have also increased prices!
Author | Yang Guang
Edited by | Zirui
Oil prices and new car prices flew together, so that the second-hand electric vehicle market that has been silent suddenly caught fire.
In January 2021, the price of U.S. NYMEX crude oil was about $47 per barrel, and then began a sustained upward pattern, and as of March 28 this year, the price was about $109 per barrel, which is 2.3 times that of a year ago.
The rise in international oil prices has driven domestic oil prices, No. 95 gasoline has entered the "9 yuan era", and the most fashionable way to show off wealth among riders has become "95 full", while more than half a year ago, No. 95 gasoline was still a 7-figure head. Taking the 60-liter fuel tank as an example, it is now close to 600 yuan to fill a tank of oil, which is about 150 yuan more expensive than before. If you consume 1.5 tanks of fuel per month, the cost of light oil is almost 1,000 yuan.
As a result, car owners set their sights on electric vehicles that are not affected by oil prices. However, this year's new energy vehicles have also opened a wave of price increases, not only Tesla price increased by 25,000, even the "national scooter" Wuling Hongguang MINI also recently announced a price increase of 4,000-8,000 yuan, and Euler Automobile directly refused to accept new orders.
On the one hand, the high oil price, on the other hand, the price increase is not necessarily the electric vehicle with goods, the second-hand electric vehicle that is not popular on weekdays has become the choice of "curve to save the country", and the price of popular brand second-hand electric vehicles has risen by nearly 10,000 yuan to become the norm.
After the electric vehicle attacked the new car market, it also showed signs of occupying the C position in the second-hand car market. Is the spring of used electric vehicles coming?
1. The price increase of second-hand electric vehicles counterattacked
Recently, "Leopard Change" came to the Wenzhou second-hand car trading market next to Ouhai Avenue, which is still the world of fuel vehicles. Hundreds of car dealers display almost all fuel vehicles, conspicuously parked BBA and other first-line luxury brands, the price of about 200,000-300,000 yuan. However, there are not many customers who see fuel vehicles on the spot, and there are many more people who consult second-hand electric vehicles.
Wenzhou used car trading market / leopard change
The change in the market has made used car dealers a bit unexpected, the most obvious is the lack of stock. "Leopard Change" visited several stores, the store for sale of electric vehicles are generally only one or two, Tesla accounted for the highest proportion, followed by Wuling Hongguang MINI, Euler Black Cat and other small electric vehicles, joint venture brands, the number of second-hand trams of new car-making forces is not much.
Some car dealers said that in the past, the depreciation of second-hand electric vehicles was large, the lack of battery detection technology, and the rapid replacement of other reasons, so that they did not dare to easily collect trams. Coupled with the rise of electric vehicles in the past two years, many have not yet reached the replacement cycle, resulting in a shortage of second-hand electric vehicles on the market.
Lin Tuo, a clerk at a second-hand car store, told Leopard Change that Tesla used cars are the best to sell, and other brands generally do not accept them. There is now a Tesla in the store that will be licensed in 2021, with a mileage of about 20,000 kilometers and a quotation of 228,000 yuan, which is almost 10,000 yuan more expensive than the previous car with similar conditions. "This is a low-end version, before the new car sold more than 250,000, now the new car price increased to 280,000, buying a second-hand car is more cost-effective." Lin Tuo said. "Now the oil price is too expensive, these two days asked a lot of second-hand new energy vehicles, if you want to buy it, grasp it, now sell one less."
Also in demand with Tesla are small electric cars. Once upon a time, A00-class cars were considered synonymous with low-end, but in the new energy vehicle track, small electric vehicles focused on personality fashion and cost performance, "planting grass" a large number of users. Second-hand small electric vehicles have become sought-after goods because of their low prices.
Jiang Guang, a second-hand car dealer, recommended three small electric vehicles within one year and driving 1,000 or 2,000 kilometers to Leopard Change, with a price of about 30,000-50,000 yuan, and the price difference with new cars ranged from thousands of yuan. Jiang Guang said: "Wuling Hongguang MINI new car price increased by 8,000 yuan, selling more than 50,000 yuan. Used cars have only increased by more than 2,000 yuan, which is cost-effective. ”
Lin Feng, who specializes in selling second-hand electric vehicles in Chongqing, also lamented the popularity of second-hand electric vehicles to "Leopard Change". "The price of the car is rising, and so is the price we sell. Used cars are one car and one price, not as uniform and transparent as the price of new cars, and the price increase is not the same, but the market is rising and selling very well. He said.
2. Prospective car owners become middlemen
This wave of price increases has made electric vehicles become the same "hard currency" as Apple's mobile phones that year, and many people have also seen business opportunities.
Once, when the new iPhone was released, fruit fans lined up all night to buy it, and then sold it at a higher price, so that they could make a small profit. Nowadays, this wave of new energy vehicle price increases has made many prospective car owners also become middlemen who earn the difference.
It is predicted that the price increase of new cars and the lengthening of the delivery cycle will continue, and some users will place multiple orders in advance, and then resell them at a price increase of nearly 10,000 yuan on the second-hand platform, and cash out at a high level.
On the Idle Fish APP, reselling new second-hand electric vehicles is now a hot business, and after entering "Tesla Order" in the search bar, you can see that there are users across the country posting Teslas. Although the system did not show the number of posts, "Leopard Change" slipped by more than 2 minutes and could still brush new posts. As you can see from the account homepage, some sellers themselves are second-hand car dealers; some have sold shoes before, and recently came to pick up the wool of electric vehicles; and some newly registered accounts, which have not sold things before, are now also trying their luck.
Tesla's orders, up to 8,000 yuan, about 5,000 yuan for new car-making forces, and about one or two thousand yuan for other brands of electric vehicles. One of the Tesla posts with a price tag of 6,000 yuan had 36 people like it and wanted to buy it.
A user in Jiangsu said that he ordered the Tesla Model 3 in December 2021, when the car cost 255,000 yuan, and now the model is quoted at 279,900 yuan, an increase of 25,000 yuan, and the requeue needs to wait 20-24 weeks. And he has been matched in the system to the car, as long as the buyer pays 8,000 yuan, he will go to the 4S shop to pick up the car, and when the buyer pays another 255,000 yuan to buy the car, he will transfer the car to the buyer.
"On the day of picking up the car, go to the car management office to transfer the property to you, complete the formalities and drive away." The user said. "You can save 17,000 yuan in this operation, and the new car you get is the one you have bought."
The disadvantage of this trading model is that the owner of the takeover thinks that he is buying a new car, but in fact it is a second-hand car that has passed through the household, which not only cannot enjoy the multiple rights and interests of the first owner, but also affects the price of the car sold in the later stage.
Tesla 4S store sales told "Leopard Change" that in the company's system to order a car, the car picker and the car subscriber need the same person, private transfer of orders is illegal, if found then the order will be canceled.
"If the person who ordered the car took the car from the 4S shop himself and sold it to someone else, we couldn't control it, but this is a second-hand car." The sales representation. "Although the car condition is new, but one more transfer record, the nature can only be regarded as a second-hand car, and if you want to sell it later, it will depreciate a lot."
Some brand 4S store sales pointed out that the characterization of used cars has a great impact on car owners. Tesla offers a 4-year or 80,000-kilometer warranty for first-time owners, while used cars are only guaranteed for 1 year or 20,000 kilometers. NIO also has similar regulations, providing an unlimited number of years/ mileage vehicle warranty to the first car owner, while the second-hand owner does not enjoy this right.
"If you want to sell the car later, the cost of explanation is also very high." Nio's sales manager said.
3. Has the spring of second-hand electric vehicles arrived?
In recent years, electric vehicles have sprung up, and the market share has increased rapidly with the naked eye. However, compared with fuel vehicles, second-hand electric vehicles depreciate fast, and it is common for new cars to depreciate by 50% after two years. Coupled with battery attenuation and other reasons, in the second-hand market, electric vehicles have been tepid, and they have not been able to shake the dominance of fuel vehicles.
Will this market become a watershed in the second-hand electric vehicle market?
During the visit, "Leopard Change" found that many car dealers have a more consistent view of the increasingly difficult to sell used fuel vehicles, but there are still differences in their views on the future prospects of the second-hand electric vehicle market.
Some car dealers said that there have been new car exhibitions recently, coupled with expensive oil prices, the epidemic has led to customers who are reluctant to go out, there are very few people who come to see fuel vehicles, and the business is very difficult to do.
Although the business of second-hand fuel vehicles is not good, Wenzhou car dealer He Jie still has concerns about selling second-hand electric vehicles. She believes that although oil prices are expensive now, they are temporary and there will always be a day of decline. The audience of second-hand electric vehicles is limited, and people who run long distances, run mountain roads, and do not have a fixed parking space at home to charge will not buy electric vehicles. Electric cars, like mobile phones, are upgraded quickly, and she is worried that once they cannot be sold, they will depreciate a lot, so they have not dared to collect the car.
Lin Feng, who operates second-hand electric vehicles in Chongqing, believes that the new energy industry has strong support from the state and is the trend of the times. He entered the industry for nearly ten years, at the beginning he also sold fuel vehicles, but in these years, it was obvious that the traditional fuel vehicles could not be sold, and then he came into contact with second-hand electric vehicles, and felt that they were selling quite well.
According to the latest data released by the automotive data research institute JATO, global electric vehicle sales reached 4.2 million units in 2021, and the market share doubled from 3.1% to 6.2%. Among them, China continues to lead, accounting for about half of the global market demand. On March 11, the Ministry of Industry and Information Technology announced the national automobile sales in February, of which the production and sales of new energy vehicles reached 368,000 units and 334,000 units, respectively, an increase of 2.0 times and 1.8 times year-on-year, and the market penetration rate was 19.2%. The growth rate of production and sales of new energy vehicles is much higher than the industry average.
Lin Feng believes that the prospect of second-hand electric vehicles is very good, but some merchants do not have enough experience and technology to accept trams, especially it is not good to assess battery losses, resulting in them not daring to collect cars. In fact, the manufacturer's warranty for second-hand electric vehicles has been quite perfect. "I'm a good seller here, and I don't ask how high the profit of the bicycle is, I go." Lin Feng was more impressed by a Henan customer, who took a 13-hour train to Chongqing to find him buy a car and drive back.
He believes that people who have driven electric vehicles cannot drive back fuel vehicles, even if the price of oil falls, the cost of using electric vehicles still has an absolute advantage. He plans to open another branch next month, All in used electric vehicles.
In the wenzhou second-hand car market dominated by fuel vehicles, customers are not even more than the clerks, some clerks take out their mobile phones and start to sell cars live, and the number of online viewers ranges from dozens to hundreds of people, hoping to find some customers from the network. A clerk told "Leopard Change" that live broadcasting may not necessarily have an effect, but it is better than being idle in the store. Now live broadcast is the trend, first test the water, the future whether to spend a lot of effort on live broadcast is not certain.
Equally confused with car dealers are electric car owners. Wang Teng, an employee of a large factory in Shenzhen, bought a Weilai car in December last year, and used more cars during the New Year, plus 40 kilometers of round trips to work every day, and has now driven more than 5,000 kilometers. He feared that in a few years his car would not make a good move.
"The replacement is fast, then I don't know what the technology is, look at the Internet said that the manufacturer will lock the power, and Apple mobile phones, lock the old battery capacity, power, forced to replace the new." He said. "This will be opened first and wait and see, and then it will be time to see the manufacturer recover the price or make up the difference for a new one."
Whether the "price increase tide" of second-hand electric vehicles is an unstoppable trend or a tide that will recede still needs to wait for the test of the market. However, the new automotive industry pattern has been opened, and for manufacturers and car dealers, they will enter a reshuffle period.