During this time, many small partners must have found that new energy vehicles have begun to increase prices, and even some car companies have begun to suspend the production line because of supply chain and raw material price increases.
Many small partners may not understand what the price increase means for new energy vehicles. To take a very simple example, two days ago, a car boss told reporters that the original sensor only needed ten yuan, and now it has been speculated to 2500 yuan due to supply chain problems. 10 yuan to 2500 yuan, what do you think this concept is? For a high-end new car, at least nine to use, which is a particularly obvious burden for car companies, if you want to increase the price sharply, you may be abandoned by the market, which is the actual problem encountered by many new car-making forces.
On April 15, Anhui Jianghuai Automobile released the first quarter of this year, with a loss of 307 million, which is the first time that Jianghuai Automobile OEM Weilai has lost money in three years, and the main reason for the loss is the price increase of raw materials. To know that JAC's profit in 2021 is less than 200 million, which is quite terrifying, if it continues to produce, for the enterprise, the loss will be greatly increased, so in April Weilai Automobile has been completely discontinued.
Interestingly, in May 2021, Jianghuai and Weilai Automobile also signed an agreement to expand production capacity and expand the production line, all of which were not expected by these two car companies, and the price of most new energy vehicles in the terminal soared, and there were scalping orders, and even some scalpers earned a good difference in price.
Compared with the stuck neck of fuel vehicles, it seems that new energy vehicles are more susceptible to the impact of the supply chain epidemic, so in the era of rapid development of new energy vehicles, we should also consider the integration of spare parts. In fact, we recall that Toyota motors rarely have a large price increase, and basically have not heard of any spare parts shortage leading to out-of-stock. Of course, in fact, there are some Toyota car price increases in the market, but this is caused by the market and belongs to individual phenomena, but most of them are not deliberately done by car companies.
The main reason is that the accessories used by Toyota Motor are closed-loop production, and they are more willing to purchase their own products, such as Toyota's new car Asian Dragon, high-end brand Lexus, basically using Yokohama tires. Looking at our independent high-end brand new car, we like to use purchased Michelin tires, so this also buries a large number of uncontrollable "mines".
There is a car company that I think is doing a very good job, that is, BYD, most of which are its own local suppliers, and I hope that in the future, more and more local supply chains can appear in our own brands, so that the impact of future price increases or lack of core events will be less and less.