Written by | Kagura Editing | Qin Yan
Source: Understand the notes
Preface
How long can second-hand new energy vehicles still be fired?
Since the beginning of 2022, the new energy automobile industry can be described as a "rising" sound, and it has also driven the second-hand market to begin to heat up.
According to the price increase information publicly released by car companies, in less than four months, some mainstream new energy vehicles have raised prices by 3,000 to 30,000 yuan. Some models have raised the guidance price twice or even three times, which also makes a group of "waiting families" want to cry without tears.
There are two reasons for the rise and rise in the price of new energy vehicles: one is the lack of raw material supply caused by the epidemic and the international turmoil, and the price rises; the other is that the domestic new energy policy subsidies have declined, compressing the profit margins of car companies, and some of the cost of car manufacturing has been forced to transfer to consumers.
In this context, many consumers who have turned to the second-hand car market have found that the "electric fall" that was originally known as "half of the loss" of the transfer of hands has become a wealth management product, and the price of new energy vehicles in the second-hand market has gradually increased with the new car.
In many markets, there are car dealers and even many parties to buy mainstream new energy models, which is far from the attitude of "not playing and not collecting trams" a year ago. So, has the price increase of new energy vehicles pushed up the retention rate of used cars? Will the "position" of the second-hand new energy vehicle market also change?
Used car
After buying a car, it is no longer "half of the loss"?
"Originally, I thought that the car dealer would drive up to 60,000 yuan, but it turned out to be 80,000."
Zeng Yu (pseudonym), who lives in Shenzhen, spent nearly 95,000 yuan nine months ago to buy a small pure electric SUV with a range of 401 kilometers. The vehicle is mainly used for daily commuting to and from work, and maintenance is also careful. Since his lover was pregnant with his second child last month, he decided to replace a larger private car in order to meet the travel needs of his family in the future.
Out of the old impression of the "dismal" retention rate of new energy vehicles, he initially thought that if this quasi-new car can successfully find a merchant, it can sell more than 60,000, and then add 70,000 or 80,000 to buy a large pure electric MPV, which is still within his ability.
Therefore, Zeng Yu drove his car to the second-hand car markets such as Taoyuan and Sungang, and let several car dealers estimate the price. I thought that I needed to argue on the basis of reason, in order to barely sell for a good price of more than 60,000. But what he did not expect was that most car dealers directly offered more than 80,000 yuan, and more car dealers offered a high price of nearly 89,000 yuan, which made him happy in his heart.
"Selling a car for more than 80,000 yuan is equivalent to driving for more than half a year, and probably only losing a car insurance money." At the beginning, he was also worried that behind the "high-priced collection" of second-hand new energy vehicles, the routine of car dealers was hidden. However, after using a number of second-hand car apps to compare prices and inquire, he found that the price was about the same.
Zeng Yu pointed to the price displayed on a second-hand car APP and said that the current price of models with the same version, the same year and similar mileage as him is between 928 and 101,800, almost approaching or even equaling the landing price of the new car a year ago.
"If you calculate the 10% profit of the car dealer, it is more reasonable to collect my car at a price of more than 80,000 or 90,000." As for the reason for the sudden increase in the second-hand price of new energy vehicles, some car dealers told him during the chat that this is not unrelated to the recent increase in the price of new cars with new energy.
In the mainstream car APP query, it can be seen that at present, Zeng Yu's model in the market (new car) guidance price is 102,800 yuan, and the reference price of the owner of the same city car is 105,600 yuan, which is more than 10,000 yuan higher than when he bought a car nine months ago.
At the same time, after inquiring about the listing prices of some mainstream second-hand new energy vehicles on multiple apps, it was found that the phenomenon of "falling by half" of these models has improved. Several cars on the market have a one-year retention rate of more than 75%.
For example, the retention rate of Chery Little Ant 2021 is 78%, and the retention rate of 2019 models is still more than 68.4%; the retention rate of BYD Han EV 2021 is 87.3%, and the retention rate of 2020 models is 78.6%; the retention rate of Tesla Model 3 2021 is as high as 88.7%, and the 2019 model can also have about 74%.
As for the new domestic car-making forces, in the environment of rising new cars, the retention rate of second-hand models is not to be outdone. The retention rate of the zero-run T03 2021 model actually reached 92.4 to 114.5% - you read it correctly, some versions of the second-hand price is higher than the new car; in addition, the retention rate of the Nezha U 2021 model is 83.9 ~ 100.9%; the retention rate of the Xiaopeng P7 2021 model is the lowest 85.3%, the retention rate of the 2020 model is 75.6%, and the retention rate of the Xiaopeng G3 2020 model is also between 72.1 and 89.7%.
It can be seen that today's mainstream new energy vehicles, the one-year retention rate has basically caught up with the level of fuel vehicles. (Note: The one-year retention rate of fuel vehicles: domestic 74.3% / American 72.04% / Japanese 85.89% / German 81.96%.) ）
After experiencing a series of price increases, some models have even been jokingly called "wealth management products" by netizens. As the price of second-hand new energy vehicles continues to rise, the enthusiasm of second-hand car dealers to acquire new energy vehicles has gradually become high.
Car dealers no longer "resist" used electric vehicles
"Electric vehicles are charged within three years, as long as they are not unpopular models."
On the grounds that there are new energy vehicles for their own use and want to sell, I understand the notes to contact several second-hand car dealers in Nanshan and Longgang, Shenzhen. All parties said that as long as it is a mainstream new energy vehicle, the age of the vehicle within three years and the mileage of no more than 60,000 kilometers can be charged at a high price.
Just a year ago, Understanding Notes made an inquiry from some used car dealers for the same reason. At that time, almost all car dealers were scornful of second-hand new energy vehicles, saying that unless the purchase price was very low, they would not be discussed.
So, what is the reason why car dealers are starting to relax?
Ah Quan, a second-hand car dealer in Longgang, revealed that the reason why he received new energy is mainly because the market demand has increased recently, "because the price of new energy cars is rising, and many people who plan to buy cars have turned to used cars with better car conditions." ”
After all, in just a few months, some of the new energy vehicles have raised their prices, and consumers have paid thousands to tens of thousands of yuan more to buy new cars than last year, so there must be a psychological gap. As a result, lower-priced new energy used cars, especially quasi-new cars, have become the target of just-needed users in the near future.
"Since the Spring Festival, almost every day people have gone to the second-hand car market to look for new energy second-hand cars." Ah Quan frankly said that the requirements of just need consumers are very simple, as long as the price is right, the mileage is not high, and the green card can be signed, the signing is very refreshing, and the buyers are afraid of missing the good price of a good car.
He said that sometimes the store just received a new energy vehicle in the morning and can sell it in the afternoon. It is precisely because of the high demand of users, many car dealers have begun to pay close attention to the recycling of new energy vehicles, if it is a mainstream model, the seller will even have a lot of bargaining power, "before the high one thousand did not charge, now as long as the car is good, the high one thousand will even shout two thousand." ”
On the second-hand car APP, understanding the relevant conditions of "pure electricity" and "hybrid" in the analysis of notes did find that the number of second-hand new energy vehicles on sale increased significantly compared with a year ago. The number of second-hand new energy vehicles on sale in Shenzhen is currently 2111; in Guangzhou 2035, and in Shanghai there are also 2016.
Even in Beijing, the smallest number, there are 1,035 second-hand electric vehicles for sale. Dongguan, the representative of the new first-tier cities, is currently selling about 2105 vehicles; Chengdu has more than 2500 second-hand new energy vehicles on sale; and Changsha has also reached a scale of nearly 2500 vehicles. Moreover, this is only the data reflected in a used car APP.
It can be seen that the enthusiasm of car dealers to acquire second-hand new energy vehicles has indeed increased. For which new energy second-hand car can be hot, Ah Quan revealed that the current cheap pure electric car, as well as more than 250,000 mid-range new energy vehicles demand the most.
For consumers who want to buy cheap small and micro models, as long as they rise by a few thousand, they will affect their car purchase plans. As for new energy models of more than 250,000 yuan, because the price of new cars is larger, and the second-hand market price is low and the cost performance is higher, it has become the first choice for these consumers to pick up leaks.
Since second-hand car dealers no longer "resist" new energy vehicles, and the retention rate of mainstream new energy models has also increased, does it mean that the status of new energy vehicles in the industry has been completely changed? In the future, the second-hand market will no longer "talk about new energy discoloration"?
Some people pick up leaks, some people are eager to get out
"Taking advantage of the price increase of new energy used cars, the car was finally sold."
Xiao Zhu, who lives in Longhua, Shenzhen, spent nearly 100,000 yuan two years ago to buy a pure electric vehicle that claims to have an endurance of about 400 kilometers. Although he meets the card indicators and the cost of using the car is also low, in fact, he regrets it more and more after the hand.
First of all, he felt that charging was too inconvenient. Sometimes in order to charge the car, he often has to go out in the middle of the night to find a charging pile; followed by shrinking endurance, the car company claims that the car NEDC has a range of 400 kilometers, but the actual endurance after half a year is only 280 to 300 kilometers.
In order to extend the cruising range as much as possible, he has been afraid to turn on the air conditioner in the summer and the heating in the winter, which greatly affects his car experience.
"After May Day last year, I planned to sell the car in my hand and take the subway again." However, after estimating the price of the second-hand market, he found that the price given by the second-hand car dealer was too low, only 40% or 50% off the price of the new car.
Feeling that the price was too low and it was painful to sell, he had to decide to open it for a while. Until recently, after he heard that the price of new energy vehicles rose, and the price of second-hand new energy vehicles also rose, he decisively hung the vehicle on several second-hand e-commerce platforms, waiting for buyers to take over at a high price.
"If I hadn't let go, I wouldn't have dared to tell you the inside story." Many car owners want to take advantage of the current high market price to get rid of the new energy vehicles in their hands, especially the cars that bought two or three years ago with relatively backward battery life and technology. Xiao Zhu revealed that the old car in his hand was eventually sold to an individual buyer for 60,000 yuan.
As for whether to choose to buy new energy vehicles in the future, he frankly said that new energy vehicles are the general trend, if the future core technology is mature enough, the infrastructure construction is perfect, the price of new cars is also reasonable to fall, should be purchased again, but it is certain to buy new energy models with more advanced technology and better experience.
According to the clues provided by Xiao Zhu, understanding the notes on the second-hand e-commerce platform to search for keywords such as "new energy" and "non-car dealers", it is indeed possible to find a large number of individual sellers who are selling vehicles for their own use. Among them, most of the new energy vehicles on sale are mainly 2 to 3 years old.
"It is true that the price increase of second-hand new energy vehicles is true, but it is too early to confirm that the market position of new energy vehicles has actually changed." After all, the price increase of second-hand new energy is because of the price increase of new cars, and consumer demand has begun to flock to the second-hand market. But this does not explain the value of new energy vehicles, and it is difficult to say that it has been fully recognized by the market. ”
Ah Bin, who runs a second-hand car shop in Shantou Chenghai, expressed some views on this, and he told the understanding note that the current consumption of second-hand new energy vehicles is just needed, mainly concentrated in the first-tier and new first-tier cities with limited licenses and limited numbers. In many third- and fourth-tier cities, consumers are still biased against new energy vehicles.
Obviously, the increase in demand for second-hand new energy vehicles and the increase in transaction prices are only temporary phenomena caused by the increase in the price of new cars, which will lead to an increase in the circulation of second-hand new energy vehicles in a short period of time. While promoting users who just need to turn to buy low-cost second-hand new energy vehicles, a large number of car owners who have "entered the pit" first are also eager to sell at a more reasonable price to accelerate the shadow of "electric daddy".
As for how long the "hotness" of this round of new energy second-hand cars can last, and whether it can "get rid of the virtual to the real", it still needs to be further verified by the market.
WeChat public number: used car wisdom Pan Pan (id: carman228)
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