21st Century Business Herald reporter Song Doudou reported
The price increase of new energy vehicles is still spreading.
On April 20, AiTO Auto, which Huawei and Xilix cooperated with, announced that the price of some models of the M5 will be adjusted due to the increase in the cost of raw materials in the upstream of the car.
Among them, the starting price of the after-drive standard version was adjusted to 259,800 yuan, an increase of 10,000 yuan compared with the previously announced price (249,800 yuan), and it was officially implemented at 16:08 on April 20; while the Q&A four-wheel drive version will be adjusted after 24:00 on May 5, and the price adjustment plan will be announced before that.
According to the official website of AITO, the M5 has a total of post-drive standard version (the price has been raised to 259,800 yuan), four-wheel drive performance version (279,800 yuan), four-wheel drive to perfect version (288,800 yuan), four-wheel drive flagship version (319,800 yuan) and other versions.
As the first model of the AITO brand, the Inquisition M5 is positioned as a medium-sized luxury SUV, equipped with Huawei's DriveONE pure electric drive extended range platform, and the first model equipped with Huawei's latest Hongmeng ecology (HarmonyOS) cockpit, released at the end of December last year, officially launched on February 25 this year, and opened for delivery on March 5.
According to the data of the Association, the AITO Q&A M5 delivered 3,045 units in March this year, which is far from the goal of 300,000 AITO vehicles in 2022 (the average monthly sales need to reach 25,000 units).
Yu Chengdong, managing director of Huawei, CEO of consumer business, and CEO of smart car solution BU, previously said in an interview with the 21st Century Business Herald reporter that with the three models of the M5 extended range version, the pure electric version of the Q&I M5 and the medium and large SUV released during the year, "We plan to sell cars with 1,000 stores by the end of this year, assuming that each store can sell 30 units per month, and the monthly sales volume can reach 30,000 units, and this year Huawei will challenge the sales target of 300,000 units." ”
At that time, he also pointed out that considering that the product has just climbed, there are huge risks in the supply chain, and the serious shortage of goods in the industry should not be underestimated, and there are still many challenges in 300,000 units.
However, Yu Chengdong recently admitted in an interview with automotive media, "In the case of global chip shortage, it is impossible to do 300,000 vehicles, and it is a miracle to complete 100,000-200,000 units in the first year." Huawei has just entered the automotive field, is not familiar with and does not know the supply situation of the industry, it is not clear that the lack of core in the entire industry is so serious, a chip of 10 yuan, 20 yuan is fried to 2500 yuan, and a car to use 9 such chips, too expensive, can not accept this high price of speculation, rather sell less."
In Yu Chengdong's view, more than 3,000 units were delivered in March, and it is expected that the delivery in April may reach 5,000 units, as long as sales are ensured to gradually go up, reaching 10,000 or even 20,000 units per month in the later period, and the goal of annual sales of 300,000 vehicles can be achieved.
It is worth mentioning that in addition to the Q&I M5, the second mass production car of the AITO brand, the mid-sized luxury SUV M7, will be launched within the year. Recently, the Ministry of Industry and Information Technology issued the 355th batch of "Road Motor Vehicle Manufacturers and Product Announcements", according to the declaration information, the new car length, width and height are 5020, 1945, 1775mm, the wheelbase reaches 2820mm, the power of the new car will be equipped with 1.5T four-cylinder turbo range extender and Huawei provided by the motor of the extended range power system, the battery manufacturer is Ningde times.
Less than half a year after the official listing, the M5 could not withstand the pressure to announce price increases. In fact, this is just the tip of the iceberg of a new round of new energy vehicle price increases. Affected by the sharp rise in the prices of raw materials, chips and core components, the price increase of new energy vehicles triggered since the beginning of this year has spread from pure electric vehicles to hybrid models and fuel vehicles.
According to the incomplete statistics of the 21st Century Business Herald reporter, since entering April, many car companies such as Weilai, BMW, Mercedes-Benz, Great Wall's WEY brand, Chery New Energy, Lynk & Co, GAC Aean, Dongfeng Lantu, and Jihu have raised the price of their models. Among them, GAC Aegean and Chery New Energy have already raised prices for the second time this year.
The Association of Passenger Vehicles recently said that the price increase of electric vehicles in 2022 is relatively rational, and the impact of the current two rounds of new energy vehicle price increases is not obvious for the time being. There are four main reasons: first of all, the sales model of new energy vehicles is order sales, and at present, there are more orders before the price increase in the hands of various car companies, resulting in the basic digestion of pre-orders in March and April; followed by high oil prices leading to the increase in the advantages of new energy; third, the rigid demand of consumers of new energy vehicles is stronger, and the price sensitivity is relatively low; the fourth is the order price lock before the price increase of new energy vehicles, forming the result of the lock price of early booking, triggering more consumer rationality or a new situation of following the trend.