Abstract: Recently, affected by the domestic new crown epidemic, the normal production and logistics transportation of enterprises in some areas have been blocked, and the production of some car companies has also been impacted. On April 9, NIO announced that its vehicle production had been suspended. On April 10, WEILAI once again announced that the starting price of some models was raised by 10,000 yuan, and the price of battery rental service fees was also raised
NIO has announced that its vehicle production has been suspended. On April 10, WEILAI once again announced that the starting price of some models was raised by 10,000 yuan, and the price of battery rental service fees was also raised. Supply chain partners stopped production, and NIO vehicle production was suspended
Supply chain issues continue to affect NIO's auto sales
Xiaopeng Automobile delivered 34,600 units, an increase of 260% year-on-year, ranking first in the list; Ideal Automobile delivered 31,800 units, an increase of 152.1% year-on-year; and Nezha Automobile's cumulative sales of 30,200 units, an increase of 305% year-on-year.
Other car companies are also affected
The pandemic has affected logistics, and delivery has become a problem
Costs continue to rise, and car companies have opened a wave of price increases by BYD, Xiaopeng, Ideal, Nezha, Weima, Geometry, Zero Run and other car brands have announced price increases. Among them, BYD's new energy models rose by 3,000 yuan to 6,000 yuan; the price of each model of Xiaopeng Automobile increased by 10,100 yuan to 20,000 yuan; the national unified retail price of the ideal ONE rose by 11,800 yuan; Nezha Automobile announced a price increase of 3,000 yuan to 5,000 yuan; the price of WM Automobile was raised by 7,000 yuan to 26,000 yuan; and Geely's geometry car announced that several of its models were increased by 3,000 yuan to 7,000 yuan Zero-run cars announced that they will adjust the price of all C11 models. Tesla announced price increases three times in a week, and its Model Y and Model 3 prices rose by 10,000 to 20,000 yuan.
On the evening of March 19, Li Xiang, CEO of Ideal Automobile, posted on Weibo, saying, "At present, brands that have contracted with battery manufacturers to determine the price increase in the second quarter have basically announced price increases immediately." If there is no price increase, most of them have not yet been negotiated, and the price will generally increase immediately after waiting for the negotiation. The increase in battery costs in the second quarter was very outrageous. ”
Batteries are the main cost of new energy vehicles, and lithium carbonate is one of the main components of lithium batteries that are more commonly available on the market. Lithium carbonate prices have risen fiercely over the past year. According to wind data, as of March 20, the average price of battery-grade lithium carbonate exceeded 500,000 yuan / ton, compared with about 86,000 yuan / ton in the same period last year, up nearly 5 times year-on-year.
Corresponding to the soaring price of lithium carbonate, the market demand for new energy vehicles is expanding, and supplier supply is tight. According to the China Automobile Dealers Association, in January 2022, the new energy market sold about 315,000 units, an increase of 111.9% year-on-year, far exceeding the growth of the passenger car market.
In terms of The rental price of BaaS batteries, the long-endurance battery pack battery rental service fee is adjusted from 1480 yuan / month to 1680 yuan / month; the standard battery pack battery rental service fee remains unchanged, still 980 yuan / month. Users who have purchased a car are not affected by this adjustment.
The price of the battery pack flexibly upgraded to the long-lasting battery pack is adjusted to 9800 yuan / year on an annual basis; the price of the flexible upgrade is unchanged on a monthly basis, which is still 880 yuan.
Users who pay ES8, ES6, EC6, ET7 deposit or ET5 reservation deposit before May 9, 2022 (inclusive), the purchase price and battery rental price are not affected by this adjustment.
Editor: Xin ZhiXun - Lin Zi Source: Integrated from the automotive industry attention, China Fund News, Yangtze Evening News, etc