If you want to use a few keywords to describe the automotive industry in 2021, then "missing core" must be one of them. Throughout 2021, automakers are making a "core" famine. As a result, car production outstrips supply, with some cars being delayed to a month or two, or even three months.
With the popularity of the new energy vehicle market in 2021, power batteries are also in short supply, forming a "battery shortage" situation. At the end of 2021, battery factories such as BYD and Penghui Energy Denham have said that they have been overwhelmed by the burden of rising costs, and price increases seem to be imperative.
Xiaopeng G3
In 2021, if you didn't buy a car because you didn't want to wait for the delivery time of those three months, or because you held the mentality that "things will be better in the coming year", then 2022 spent 4 months telling you: You miscalculated. In 2022, due to the shortage of raw materials, the rising cost of spare parts and other factors, many car companies have announced an increase in car prices, and nearly 20 car companies have announced price increases, involving more than 40 models.
In order not to dazzle everyone, the smart car faction here sorted out the car manufacturers who increased prices according to the timeline.
In January-February, the first signs of price increases appeared, and Tesla "bore the brunt"
Tesla price increase 3 times in 7 days!
Who brought up the "unhealthy wind" of price increases first? Tesla is afraid that it is "hard to blame" for.
The price increase is really a basic operation for Tesla. Before 2021, Tesla has raised prices many times, due to too many times, for this reason, The Smart Car Pie has previously written an article on Tesla's price increase, and interested friends have moved: "Model Y price increase of 8,000 "and public indignation" An article reviewing Tesla's price adjustment process.
Seemingly to welcome 2022 with a new look, on the last day of 2021 (December 31, 2021), the Tesla Model 3/Y afterdrive version announced a price increase. Among them, the Model 3 rear-drive version was raised by 10,000 yuan, and the price came to 265,652 yuan; the Model Y rear-drive version was raised by 21,000 yuan, and the price came to 301,840 yuan. After this adjustment, the Model Y after-drive version will no longer enjoy state subsidies. At the same time, the official website page shows that the delivery cycle of these two models is expected to be 12-16 weeks.
On December 31, 2021, Tesla Model 3/Y price increased
It is worth mentioning that only a month before this price increase, in November 2021, the above two models have already increased in price. Among them, on November 19, the model 3 rear-wheel drive version increased its price by 15,000 yuan to 250,900 yuan; on November 24, the model was raised by 4,752 yuan to 255,652 yuan. The Model Y also raised 4752 yuan to 280.752 million yuan that month.
Of course, that's not all. Since March, Tesla has begun to raise prices like crazy again.
On March 10, Tesla China's official website showed that Tesla Model 3 High Performance Edition and Model Y Long Endurance/High Performance Edition both increased their prices by 10,000 yuan. Among them, the model 3 high-performance version is priced at 349,900 yuan after the price adjustment, and the price of other models remains unchanged; the Model Y long-endurance/high-performance version is sold for 357,900 yuan and 397,900 yuan respectively, and the price of the Model Y rear-drive version is unchanged, or 301,800 yuan.
On March 10, 2022, tesla model 3/y price increase
On March 15, Tesla Model 3 and Model Y increased prices again! This time, the model 3 high-performance version increased its price by 18,000 yuan, and the price increase was sold by 367,900 yuan. The Model Y long-endurance version rose by 18,000 yuan and sold 375,900 yuan after the price increase; the Model Y high-performance version rose by 20,000 yuan and sold 417,900 yuan after the price increase.
Before it was over, on March 17, Tesla raised prices again. Among them, the Model Y after-drive version rose by 15,060 yuan, the price before the price increase was 301,840 yuan, and the price increase was 316,900 yuan.
Tesla Model Y after-wheel edition price increase
So far, Tesla has completed 3 price adjustments in 7 days, and it has gradually calmed down.
Xiaopeng Automobile adjusted the price twice
In 2022, the new national new energy vehicle car purchase subsidy policy will be implemented, and the subsidy standard will be reduced by 30% on the basis of 2021. Due to the decline in subsidies, on January 11, Xiaopeng Automobile announced the latest subsidized prices for all models.
Xiaopeng P7 Pengyi Edition
Among them, the P7 series of Xiaopeng flagship sedan rose by 4300-5900 yuan, and the price after the latest subsidy was 224,200-409,900 yuan; the new P5 series rose by 4800-5400 yuan, and the price after the latest subsidy was 162,700-229,300 yuan; the SUV model G3i series rose by 4800-5400 yuan, and the latest subsidy price was 154,600-193,200 yuan.
This time the price adjustment, Xiaopeng maintained for 2 months. Subsequently, under the wave of many car companies announcing price increases, on March 18, Xiaopeng Automobile also officially issued an explanation on the price adjustment of the model.
Xiaopeng announced a price adjustment
Xiaopeng said that affected by the continuous sharp rise in the price of upstream raw materials, it will adjust the price of the models on sale, and the increase in the price before the subsidy will range from 10,100-20,000 yuan.
BYD: Heel!
On January 21, 2022, BYD Automobile announced that due to the sharp increase in raw material prices and the decline of new energy car purchase subsidies, the official guidance price of new energy models related to Dynasty Network and Ocean Network will be adjusted, ranging from 1,000 to 7,000 yuan.
BYD has twice announced price adjustments
Late at night on March 15, BYD Auto's official blog once again released an explanation on the price adjustment of the model. BYD once again adjusted the official guidance price of new energy models related to Dynasty.com and Ocean.com, ranging from 3,000 to 6,000 yuan.
Wuling: You rise and I rise
You rise and I rise. On February 7, Wuling officially announced that the price of Wuling NanoEV was adjusted, and the price of the whole series increased by 3,000 yuan.
Wuling announced a price increase
Of course, this is only a starter. On the evening of March 23, after domestic new energy vehicle companies have announced price increases, Wuling once again issued an explanation on the price adjustment of new energy models, announcing that the official guidance price of its Wuling Hongguang MINIEV series models, Wuling NanoEV models and Baojun KiWi EV models will be adjusted, ranging from 4,000 yuan to 8,000 yuan.
March: Peak price increases
Mercedes benz to "join in the fun"
On March 4, Zhichepai learned from relevant channels that Mercedes-Benz adjusted the price of GLC, and the adjusted price range was 406,300-471,200 yuan. It is reported that the price of the GLC 260/300 dynamic type was raised by 3800 yuan and 5900 yuan respectively, and other configuration models remained unadjusted. It should be noted that the Mercedes-Benz GLC 260 Dynamic has already undergone a price adjustment in November last year.
Mercedes-Benz GRC
GAC Aean raised prices twice in one month
Around March 4, GAC Aeon announced a price increase for its AION S Plus, AION V Plus and AION Y models, with an increase of between 4,000 and 10,000 yuan. But only a month later, GAC Aean announced price increases again.
GAC Aean raised prices again
On April 8, GAC Aean issued an announcement that due to the continuous sharp rise in raw material prices, the official guidance price of related models was adjusted again, with an increase of 6,000-10,000 yuan. According to the understanding of the intelligent car pai, the GAC AION AION Y was raised by 8,000 yuan; the AION S Plus was raised by 6,000 yuan; the overall increase of the AION V Plus series except for the 70 super fast charging version was 10,000 yuan; the price of other models on sale was increased by 10,000 yuan in addition to the lowest model of AION LX Plus.
Chery also raised prices twice
In addition to Tesla, on March 17, Chery New Energy announced that its small ants and QQ ice cream prices have increased. Among them, the highest price of small ants rose by 7100 yuan, and the adjusted price range was 69,900-89,000 yuan; the price of the QQ ice cream entry-level model remained unchanged, and the remaining 2 models increased by 3100 yuan, and the adjusted price range was 29,900-47,000 yuan.
Chery small ants increased prices
This is not the only recent price increase for Chery. About a month later, on the evening of April 6, Chery New Energy Vehicle Official Bo issued an announcement that due to the continuous sharp rise in the price of raw materials such as batteries and chips, the cost of chery new energy models on sale continued to increase, and the prices of some of its models were officially raised by 2900 yuan to 5000 yuan.
Geometric cars announce price increases
In addition to Xiaopeng, on March 18, Geometry Auto officially also issued instructions on the price adjustment of the model. Geometry Car said: Affected by comprehensive factors such as raw materials, the official guidance price of its Geometry A Pro, Geometry C and EX3 will be adjusted, and the range of increase is 3000-7000 yuan.
Geometric cars announce price increases
Zero run C11 price adjustment
At the same time, on March 18, the zero-run car official also issued a note on the price adjustment of the zero-run C11. Zero run said that due to the sharp rise in raw material prices and the impact of the national subsidy slope, zero run cars will adjust the official guidance price after subsidies for all C11 models.
Zero run C11 price adjustment
From the comparison before and after the price increase, the zero-run C11 deluxe version and the premium version rose by 20,000 yuan, and the price after the subsidy after the price increase was 179,800 yuan and 209,800 yuan respectively; the performance version rose by 30,000 yuan, and the price after the price increase was 229,800 yuan after the subsidy.
The price of Nezha Automobile on sale has been raised
Also on March 18, Nezha Automobile issued an announcement that due to the rise in the price of upstream raw materials and the tight supply chain supply chain, Nezha Automobile will adjust the price of the models on sale, with an increase of 3,000-5,000 yuan.
Nezha car prices increased
Mavericks electric intrusion
Due to the sharp rise in the price of raw materials such as upstream lithium batteries, even The Maverick Electric cannot hold back. On March 21, Xiaoniu Electric Vehicle announced that Xiaoniu Electric will raise the price of its lithium battery products by an increase of 200-1000 yuan, which will take effect on April 1, 2022.
Maverick electric price increase
Ideal ONE price adjustment
Affected by the continuous sharp rise in upstream raw materials, on the morning of March 23, the official blog of Ideal Auto issued the "Explanation on the Price Adjustment of Ideal ONE" and officially announced the price increase.
Ideal ONE price increase
From April 1, 2022, ideal car will adjust the price of ideal ONE, and the national unified retail price will be raised from the current 338,000 yuan to 349,800 yuan, an increase of 11,800 yuan.
Aiways U5 products and configuration prices rose
On March 30, AIWAYS Also officially announced a price increase. Aiways Automobile's official statement said: Affected by comprehensive factors such as the continuous sharp rise in raw material prices and the tight supply of suppliers, Aiways Automobile will adjust the official guidance price of its on-sale Aiways U5 and its related configurations, of which the PURE version is raised by 10,000 yuan, the LITE version (key customer version) is raised by 12,000 yuan, and the intelligent driving bag configuration is raised by 5,000 yuan.
Aichi U5 product and configuration price adjustment
SAIC Roewe raised prices for new energy products
Affected by the price of raw materials, new energy vehicles collectively ushered in a wave of price increases. On March 31, another car company announced a price increase, and SAIC Roewe officially issued an explanation on the price adjustment of its new energy products. SAIC Roewe will adjust the official guidance price of some models of its Roewe i6 MAX EV and Roewe Ei5 models, with an increase of 3,000-5,000 yuan.
SAIC Roewe raised prices for new energy products
It is worth mentioning that the price adjustment will officially take effect from 00:00 on May 1. Now buy Roewe new energy products or the original price.
Landu FREE will also raise prices on May 1
Lantu is a high-end pure electric brand under Dongfeng, following the price increase of a number of new energy vehicle companies, Lantu also announced the specific measures to increase prices on the evening of March 31 (it has been predicted to increase prices).
Lantu FREE price adjustment
Lantu announced that the price of the Lantu FREE extended range model has not been raised for the time being, still from 313,600 yuan, the price of pure electric models has been raised by 10,000 yuan, and the starting price has reached 343,600 yuan, and the adjusted price will take effect from 0:00 on May 1, 2022.
Changan Ben Ben E-Star has also increased its price
On March 31, Changan New Energy also officially announced that due to factors such as the rise in the price of upstream raw materials, the price of the Changan Ben E-Star National Edition colorful model will be raised by 4,000 yuan.
Changan new energy vehicle price adjustment
After this price adjustment, the price of the Peen ben E-Star national edition colorful model will come to 53,800 yuan, which is the same as the Changan Ben E-Star national edition colorful limited edition.
Changan Ben Ben E-Star National Edition colorful model
April: When the price increase is in progress
Extreme Kr 001 will raise prices from May 1
On April 2, Geely's new energy brand, Extreme Krypton Automobile, officially announced a price increase.
Extreme Kr 001 price adjustment
Extreme Kr said that after fully considering the interests of users, Extreme Kr decided: from March to April 2022, the rights and interests of the limited-time car purchase will remain unchanged, and the price of extreme ammonia 001 will not be adjusted in April; from 00:00 on May 1, 2022, the price of extreme ammonia 001 will be raised, and the equity and price adjustment plan will be announced before April 30, 2022.
Polar Fox Announced It will raise prices
On April 6, Jihu Automobile announced a statement on the proposed retail price adjustment. Affected by the rise in the price of upstream raw materials and the decline of the national subsidy, Jihu Automobile decided to make certain price adjustments for all models of the Jihu brand from May 1, 2022, and the specific adjustment plan will be announced before April 30, 2022.
Polar Fox Motors announced a price increase
The price of Lynk & Co New Energy PHEV products has been raised
In addition to GAC Aean, on April 8, Lynk & Co also announced that the price of Lynk & Co New Energy PHEV products was raised, ranging from 2,000 yuan to 4,000 yuan. The price adjustment involves the entire range of new energy products of Lynk & Co (01PHEV, 05PHEV, 06PHEV, 09PHEV). The adjusted selling price will take effect from 00:00 on May 1, 2022, and the exclusive rights and interests of new energy users will remain unchanged.
Price adjustment of Lynk & Co new energy products
Weilai finally couldn't hold back
From saying that "there is no intention of price increase in the short term" to announcing the price increase, IT took about 21 days.
Around March 21 this year, many car companies have announced price increases, when Weilai said: price stability is good for the interests of users and the market, and there is no intention of price increases in the short term.
NIO announces a product price adjustment
However, with the obvious increase in the price of battery raw materials, Weilai finally can't hold back. On the afternoon of April 10, Weilai Automobile said through its official Weibo that some of its models will also increase the terminal price in one month. Among them, the starting price of ES8, ES6 and EC6 versions of the model is raised by 10,000 yuan, and the starting price of ET7 and ET5 remains unchanged. In addition to the price of the vehicle, the price of NIO's battery rental service will also be partially adjusted.
Most of Weipai's models have raised their prices
On April 12, Zhichepai learned that due to the rise in the price of upstream raw materials and the epidemic situation, Weipai Automobile also said that it will make some adjustments to the official guidance price of some models on sale in the coffee series, and the price increase basically involves all the current Weipai series models, ranging from 5,000 yuan to 12,000 yuan, and the price after the increase will be officially implemented on April 15, 2022.
The price of most of Weipai's models has been raised
BMW's official website quietly raised the price
At present, not only the shortage of raw materials for the battery, but also the shortage of other auto parts, which has led to the price increase of some fuel vehicles. On April 12, Zhichepai learned from BMW's official website that the prices and configurations of five BMW models, namely the 3 Series, X3, X4, 4 Series and Z4, have been adjusted, and the price has increased by 1600-11000 yuan.
summary
Recently, due to the epidemic, national conflicts and rising costs of auto parts (especially nickel and lithium carbonate), the cost of automobile manufacturing has risen to a higher level, and automobile manufacturers have also announced price increases in response. From the current situation, the price of cars may continue to rise in the short term.
Ideal Auto CEO Li Xiang once said: "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. ”
Li wants a screenshot of Weibo
Although the auto manufacturers have collectively increased their prices, they have basically not affected the order situation of the manufacturers. CITIC Construction Investment expects that the wholesale sales of new energy vehicles in China in March will be in the range of 420,000-450,000, and throughout the year, sales are expected to exceed 6 million units. According to this data, the monthly sales volume of the domestic new energy vehicle market averages about 500,000 units.
However, some media pointed out that the price increase of automotive raw materials does not rule out the unfair competition behavior of market hoarding speculation and deliberate price gouging, but its fundamental lies in the tension between supply and demand. The problem is that the rebalancing of commodity supply and demand is often a slower process. To solve the problem of rising raw material prices, the upstream and downstream of the industrial chain should work together to share the cost increase brought about by the increase in raw material prices. Otherwise, relying solely on a certain link of the industrial chain to absorb all the increases, the whole industrial chain will eventually have a winner.