After the general price increase of electric vehicles, BBA is more worth buying

Car stuff (public number: chedongxi)

Author | The Way

Edit | Juice

In the case of the general price increase of new energy vehicles, the pure electricity of luxury brands is better sold?!

In recent months, a number of new energy vehicle companies have frequently raised the price of electric vehicles due to factors such as the rise in the price of power battery raw materials, and the market heat has not decreased but increased, and there is a problem of difficulty in lifting cars. In the market survey, it was found that luxury brand electric vehicles that have not increased in price are easier to pick up cars and have increased their cost performance.

According to statistics, March can be said to be the month with the most price adjustments by new energy vehicle companies. Tesla rose prices 3 times in 7 days in March, some models of Xiaopeng rose the highest, up to 32,600, and even Weilai, which just said that it did not increase prices, recently said that the price of some models was raised by 10,000 yuan, and services such as power exchange also needed to increase prices.

Is it not easy to sell the price of electric vehicles of new forces? In fact, on the contrary, after visiting multiple stores during the Qingming holiday, it was found that Wei Xiaoli sold well, and it was not so easy to pick up the car. Moreover, the analysis of the new passenger car market in March released by the Association of Passenger Vehicles also showed that the sales volume of new forces such as Wei Xiaoli was generally better year-on-year and month-on-month, and it was not greatly affected by price increases.

In addition, at present, there is no inventory of many electric vehicles in the new force car companies, and consumers wait for one or two months, and more need to wait for more than half a year, and the car pick-up cycle is getting longer and longer.

The electric vehicles under the luxury brands that have not risen or fallen for a while are easy to pick up, and the cost performance is also increasing, and they have gradually become another choice for consumers.

At present, the sales of electric vehicles of some luxury brands are gradually growing, and if the new power car companies cannot solve the problem of difficulty in picking up cars as soon as possible, part of the electric vehicle market may be occupied by luxury brands.

▲Sales trend of new energy market from 2017 to March 2022 (Source: Association of Passengers)

First, affected by the supply chain and the epidemic Weilai Xiaopeng is difficult to pick up the car

The electric vehicles of many new power car companies have the problem of difficulty in lifting cars, not only because the factory needs a certain production cycle, but also due to external factors such as the epidemic, chips and power batteries.

When the car visited an offline store in Haidian of Weilai Automobile during the Qingming holiday, the clerk of the store also said that all models have existing cars. However, on April 9, WEILAI officially announced that its supply chain partners in Jilin, Shanghai, Jiangsu and other places stopped production, and WEILAI's vehicle production has been suspended. Due to the above reasons, many users' vehicles will be delayed in the near future.

Che Dongxi immediately contacted NIO sales and learned that the existing cars in the store were limited to some of the configured ES6 and ES8. If the customer wants to purchase another configuration model, they need to wait. It is understood that the Weilai Hefei plant stopped production at the end of March, and although production resumed in April, it was still affected by the recovery of the supply chain under the epidemic.

As for the Weilai ET 7, which began to be delivered at the end of March 28, there have been many riders who have shared their car pick-up feelings on multiple platforms recently, but they are all ordered in advance, and if you want to buy, you have to wait for two months.

▲NIO ET7

Recently, He Xiaopeng, chairman of Xiaopeng Automobile, said that if the supply chain enterprises in Shanghai and the surrounding areas cannot find a way to dynamically resume work and production, all Chinese automakers may have to stop work and production in May. In addition, the official website of Xiaopeng Automobile also shows that many models are not in stock.

When Che Dong visited the Xiaopeng store during the Qingming holiday, Xiaopeng Sales said that due to the supply of chips and power batteries, There are very few existing cars in Xiaopeng Automobile, and if you want to pick up the car, you have to wait for a while. Among them, Xiaopeng P5 needs to wait 3 to 4 months, Xiaopeng P7 needs to wait 2 to 3 months, and the specific waiting time required for different configurations is also different.

Xiaopeng Sales also said that if you don't mind, the P5 and P7 exhibition cars in the store can also be taken away on the spot, and the price will be more favorable. One of the exhibit cars is the Xiaopeng P7 2020 706G version, which has no assisted driving hardware, so it does not support assisted driving functions.

In addition, he also added that because the exhibition car may be partially worn when displayed in the store, it can provide 3% of the total price of the JD card compensation, worth about 10,000 yuan.

▲Xiaopeng P5

Second, the extended range car continues to be hot, and the sales volume of the ideal question world has risen

Compared with Weilai and Xiaopeng, which are difficult to pick up, the ideal car is relatively easy, and the sales of the ideal ONE are gradually growing.

Ideal Auto's Haidian store sales also said that ideal ONE existing car needs to wait for a month, because the factory needs a production cycle, and there are many users who have recently come to buy cars. Now the ideal official website also shows that it can only be delivered in 5 to 7 weeks. But this is already the fastest car in Wei Xiaoli, which may be mainly the ideal current main promotion of this model, so the production efficiency will be faster than other car companies.

On March 23, Ideal Auto officially announced that due to the sharp rise in upstream raw materials, from April 1, the price of Ideal Car to Ideal ONE was raised from 338,000 yuan to 349,800 yuan.

After the news of the ideal price increase was released, many onlookers have released screenshots of the ideal ONE order on the Internet, saying that booking in advance can save some money. The car thing through the field visit also found that the main program of the ideal ONE offline store sales are also good, in the afternoon in a shopping mall in Haidian other car stores have declined, the ideal store continues to have people enter the store to inquire.

Through communication with customers, the car reporter learned that most of them liked the ideal ONE without endurance anxiety, and at the same time, the space was large, which was more friendly to many second-child families. In addition, the back seat of the ideal ONE can be directly flattened to facilitate the lunch break of office workers.

In addition, ideal public data also shows that ideal ONE sales in March were 11,304 vehicles, a cumulative increase of 152.1% year-on-year, ranking third among new forces.

▲Ideal ONE

Among the range extender cars, in addition to the good sales of the ideal ONE in March, the sales of the Q&I M5 cooperated by Xilis and Huawei are also very eye-catching, with the total sales volume exceeding 3,000 units in the first month of delivery.

Recently, Xiaokang co., Ltd. also announced the production and sales data in March, of which the sales volume of Xilisi in March was 3160 units, an increase of 1310.71% year-on-year. The Q&I M5 is a range-extended electric vehicle deeply cooperated by Xilis and Huawei.

At the beginning of last month, the M5 was officially delivered to consumers, and with this car alone, The Sales of Xilix in March broke through 3,000 units. Therefore, from this sales data, although there is still a significant gap, the M5 has also entered a rapid growth range.

The good sales of the M5 are also necessarily related to the product, and before that, the car has experienced this car statically and dynamically many times. First of all, the M5 on-board system is very smooth to use, no different from Huawei's tablet, and the seamless switching between mobile phones and car machines has further improved the level of intelligence.

And driving, the performance of this car is also very good, is a high-performance family model. Its relatively soft suspension and light steering feel are more inclined to home, but the M5 dual motor has a very strong performance performance, and even can compete with Tesla Model Y, which can be said to have both performance and home attributes.

▲Q&I M5

In addition, this year, Ideal and Xilis will continue to launch new range extended range vehicles, and new cars will continue to fill the gap in the domestic range extender market.

Among them, the ideal will launch the ideal L9 equipped with 11 cameras and 128-line lidar, while the battery life is longer, the chip is stronger, it can provide a more intelligent driving experience, and in terms of parameters, it can even benchmark the BMW X7.

Recently, there are media reports that the new car of the upcoming medium and large luxury SUV of the AITO brand of Cyrus is the M7, and the appearance map has come out. Although no more parameter configurations for the new car have been exposed at present, it is certain that the new car will continue to use the drive scheme of the extender electric.

▲ Q&A M7

Third, the price of luxury brands has been lowered, and the cost performance has risen

Through the comparison of car things, it is found that the price of some electric vehicles of Mercedes-Benz and BMW has been greatly reduced compared with the price of listing, which is good news for users who prefer luxury brands. In addition, the car thing also found a strange phenomenon, that is, with the new forces of electric vehicles and extended range cars increased in price, the price of luxury brand cars that have not increased or even reduced prices has risen.

1, BMW iX3: the price of a sharp drop ushered in a buying boom

A certain version of the BMW iX3 was priced at 470,000 when it was first listed, and recently many buyers said that the version of the BMW iX3 naked car of about 330,000 can be done, compared with the original price, a drop of up to 140,000. This preferential price is even lower than the BMW X3 landing price in some areas, plus the new energy vehicle working day unlimited number, it can even be said that the bmw iX3 will be better than the BMW X3.

In addition to the price concessions, the BMW iX3 also has most of the advantages of a BMW car – a strong sense of handling, a solid chassis, and a smooth ride. Because although the BMW iX3 is a tram, it can still provide a driving experience similar to that of a BMW oil car.

In addition, the car thing also learned from BMW sales that the sales of BMW iX3 have been very good in recent days, and many people have entered the store to test drive and order. Within five minutes of communicating with the car, BMW Sales received two calls to inquire about the purchase.

▲BMW iX3

In addition, the BMW iX3 leading model and the Model Y rear-wheel drive version are also two models that many buyers are prone to entanglement, in addition to the different delivery times, their prices are similar, and the parameters are not much different.

▲BMW iX3 and Model Y parameter comparison (the pick-up information only represents some stores)

BMW Sales said that although the BMW iX3 leading model does not have a current car, it can be picked up in 20 days as soon as ordering a car, and if it is slow, it will take two months to wait. Tesla's official website shows that the Model Y rear-wheel drive version will take 10 to 14 weeks (about 2 to 3 months) to deliver, and although Tesla's Shanghai factory has resumed production, production capacity has not yet fully recovered, and the delivery time may be longer.

In terms of endurance, the BMW iX3's leading CLTC has a range of 550 kilometers, which is slightly higher than the Model Y rear-wheel drive version of the CLTC with a range of 545 kilometers.

As for other aspects, bmw iX3's leading 100 km/h acceleration requires 6.8s and a battery capacity of 80 degrees, while the Model Y rear-wheel drive version requires 6.9 seconds and a battery capacity of 60 degrees. In terms of acceleration time and battery capacity, the BMW iX3 once again has a slight advantage over.

In terms of assisted driving hardware, both cars are equipped with three-purpose forward perception cameras and 12 ultrasonic radars as standard, and the Model Y rear-wheel drive version has 5 more assisted driving perception cameras and an in-car camera than the BMW iX3, as well as a millimeter-wave radar.

In terms of auxiliary configuration, both vehicles are also equipped with rear image, full-speed adaptive cruise, automatic parking, uphill assist and other functions as standard, and also support a variety of driving mode switching. In addition, the BMW iX3 leading model also has fatigue reminders and automatic parking.

In terms of assisted driving functions, both vehicles are equipped with L2-level partial autonomous driving functions as standard, such as parallel assist, lane departure warning, lane keeping, collision warning and active braking.

In addition, the BMW iX3 leading model also has more road traffic sign recognition and reverse tracking functions. At the same time, the interior of the BMW iX3 leading type is also in line with bmw's interior style, simple but comfortable, while the seats are thicker, the rear is equipped with aviation pillows, and the riding experience is better.

As for the newly released BMW i3, BMW Sales said that it has not yet arrived at the store, and customers cannot test drive, but they have opened reservations.

Therefore, on the whole, it seems that it is more cost-effective to buy the BMW iX3 leading type, and it can also pick up the goods earlier.

2, Mercedes-Benz EQA: the discount is large, you can pick up the car at any time

Recently, Mercedes-Benz 2022 EQA 300 4MATIC debut special model is also reducing prices, a platform Mercedes-Benz 2022 EQA starting price has dropped from the beginning of 365,800 to 281,700, some areas offline stores of the preferential range is even greater. The price of the mercedes-benz 2022 EQA after the discount is similar to tesla's Model 3 rear-drive version (279,900), and these two models have also become the focus of new energy buyers with a budget of about 300,000.

In addition, the Mercedes-Benz EQA has a shorter pick-up cycle. Tesla's official website shows that the Model 3 rear-drive version has a longer pick-up cycle and needs to wait 20 to 40 weeks (about 5 to 10 months). However, the Mercedes-Benz EQA can pick up the car at any time.

This is undoubtedly good news for users who just need it. In addition, Tesla's Shanghai factory has not yet resumed work, if you want to buy a Tesla Model 3 after-drive version, you may have to wait longer.

▲ Mercedes-Benz EQA

Compared with before the price increase, the Mercedes-Benz 2022 EQA after the price reduction has improved the cost performance in disguise, which is undoubtedly good news for the intended owners who wanted to buy the car at the beginning. For performance-conscious car owners, the parameters of the Mercedes-Benz 2022 EQA can also be compared with the Tesla Model 3 after the price increase.

▲ Mercedes-Benz EQA and Tesla Model 3 parameter comparison (pick-up information only represents some stores)

In terms of endurance, the CLTC of Mercedes-Benz 2022 EQA has a range of 537 kilometers, and the model 3 rear-drive version has a range of 556 kilometers, and the difference between the two cars is not much.

In addition, the Mercedes-Benz 2022 EQA battery capacity is 73.5 degrees, slightly larger than the Model 3 rear-drive version of 60 degrees. At the same time, the Mercedes-Benz 2022 EQA is also a four-wheel drive electric vehicle equipped with dual motors, which is more stable and has a better driving experience.

In terms of smart hardware, the Mercedes-Benz 2022 EQA is equipped with the same 12 ultrasonic radars as the Model 3 rear-drive version, which is one millimeter-wave radar less than the Model 3 rear-drive version.

In terms of assisted driving functions, the Mercedes-Benz 2022 EQA comes standard with intelligent parking with reversing images, while the Model 3 rear-drive version comes standard with parallel assist and lane departure warning.

Overall, the Mercedes-Benz 2022 EQA and Model 3 rear-drive versions are not much different in parameters, and they also have their own luxury car attributes. Therefore, for just-needed users who prefer BBA, the Mercedes-Benz 2022 EQA, which has been significantly reduced in price and can quickly pick up the car, is relatively cost-effective.

Conclusion: Although the new energy vehicle market is hot, there are still hidden worries

Overall, although the price of new energy vehicles has increased many times in March, the sales market is still hot. This shows that there is still a great market demand in the new energy market, which is undoubtedly a good thing for new energy vehicle companies.

But under the prosperity of the market, it also exposes the shortcomings of the imbalance in the supply chain of electric vehicles, which are now new forces. A number of new power car companies have the problem of insufficient inventory of many electric vehicles, and there are also suspensions of vehicle production due to the epidemic in Shanghai. Some consumers may choose other brands because they wait too long. This is not conducive to the continued upward development of new power car companies that are still unstable in sales.

In addition, the frequent price increases and difficulties in car companies such as new forces may also prompt some consumers to choose luxury brand electric vehicles that do not rise but fall. Although luxury brands have not long entered the electric vehicle market, over the years, they have not only accumulated rich experience in the manufacture of traditional fuel vehicles, but also accumulated a large number of user credibility.

Therefore, if new forces and other car companies want to continue to gain a firm foothold in the new energy market, seize more market share, and maintain the momentum of sales growth, they must solve the supply chain problem as soon as possible to ensure a stable supply. If this cannot be done, and the trend of price increases cannot be controlled, the market may be occupied by luxury brands.