Another car company announced that it would stop taking orders. On April 25, Nandu reporter noted that Changan New Energy recently issued an announcement that the recent shortage of upstream raw materials and the limitation of vehicle and parts production capacity have led to a long delivery cycle of the E-Star national version of the Ben Ben model, and it is now scheduled to suspend the order collection of the Ben E-Star national version model from 0:00 on the 25th of this month. For users who have previously booked through officially designated channels, the company will ensure that the users who have booked the car pick up the car as soon as possible. The person in charge of a Chang'an new energy automobile store in Guangzhou told Nandu reporters that the announcement had been implemented in stores in Guangdong Province as early as March.
The Ben E-Star National Edition model has been suspended from receiving orders, and stores in Guangdong Province have been implemented as early as March
"As early as March, stores in Guangdong Province have suspended receiving orders for the Ben National Edition model." On the 25th, the person in charge of a Chang'an new energy automobile store in Guangzhou told the Nandu reporter, "This announcement should be for the whole country." ”
The person in charge of the store also said that the Ben Ben E-Star model "changed the sales model several months ago", and can only place orders through official online channels at present, and only supports the experience of test driving offline, "Online booking is almost six months, and the store will not have a spot."
According to the official website of Changan Automobile, there are currently three models of Benben E-Star on sale, namely the national version of the colorful version (including the colorful limited edition), the Pure Heart Edition and the Appreciation Edition, and the price increases from 53,800 to 74,800 yuan. Among them, the national version has now been marked with the words "suspended subscription", and the national version of the car purchase channel on the WeChat public account cannot be found.
Nandu reporter noted that Ben Ben E-Star just experienced a wave of price increases in early April. Affected by factors such as the rise in the price of upstream raw materials, Changan New Energy decided to adjust the price of its Benben E-Star National Edition colorful model, and the official guidance price was raised by 4,000 yuan from 0:00 on April 1. As a result, the price of the national version has risen from 49,800 yuan to the current 53,800 yuan.
According to public information, since its listing in April 2020, the Changan Benben E-Star model, which is priced at 69,800-74,800 yuan, has mainly undergone two iterations. The first version was the 29,800-yuan Ben Ben E-Star National Edition, which was once seen as a competitor to the Wuling Hongguang MINI EV, which was launched in January last year. The second edition is the national colorful version of the model that was launched in November last year, and the starting price has been raised to 49,800 yuan. At this time, the original national version of the heartbeat, heart joy, xinyi three models have been discontinued.
After this round of adjustment at the end of last year, although the starting price of The Ben E-Star rose by nearly 20,000, it did not hit its sales. According to the data of the Association of Automobile Associations, in the first quarter of 2022, the cumulative sales of the Ben E-Star were 26,100 units, an increase of 147% year-on-year, ranking 7th in the sales list of new energy cars, but there is still a big gap from the Wuling Hongguang MINI EV, which sold 95,000 units in the first quarter.
A number of car companies stopped accepting orders, and experts said that the rising cost had a greater impact on micro new energy vehicles
Nandu reporter noted that this is not the first time that Changan New Energy has suspended receiving orders. In November 2021, Changan New Energy issued a notice to dealers that it decided to suspend the collection of orders for the E-Star and CS55 E-Rock models. Another notice said, "Changan New Energy is making every effort to overcome the difficulties of lack of core and less electricity, and work overtime to produce." ”
The Ben E-Star benchmarked Wuling Hongguang MINI EV, recently also issued a statement saying that due to the impact of comprehensive factors such as the continuous sharp rise in the price of upstream raw materials, SAIC-GM-Wuling will adjust the official guidance price of its Wuling Hongguang MINIV series models, Wuling NanoEV models and Baojun KiWi EV models, with an increase of 4,000 yuan to 8,000 yuan, and the price adjustment effective time is 00:00 on the 24th.
"Due to the shortage of chips, the supply of spare parts can not guarantee production and many other reasons, the black and white cat model orders are more backlogged." Great Wall Euler also announced that from 00:00 on February 15, all dealers will stop receiving orders for the black cat and white cat models of Euler Automobile. Euler CEO Dong Yudong publicly stated that after the sharp rise in raw material prices in 2022, the loss of black cat single-car exceeded 10,000 yuan. Based on the current production volume, if orders continue to be received, the delivery of new orders will wait until the second half of 2022.
Zhang Hong, secretary general of the New Energy Vehicle Branch of the China Automobile Circulation Association, once told nandu reporters that the recent increase in the price of new energy vehicles is mainly due to the rise in the price of upstream raw materials, taking lithium carbonate, one of the main materials of the power battery, as an example, from the end of February this year, the average price has risen to 480,000 yuan / ton, and the price of battery-grade lithium carbonate at the beginning of last year was only 68,000 yuan / ton. In addition, the shortage of chips that has continued since last year and the decline in subsidies for new energy vehicles since this year are also important reasons for this round of price increases.
The impact of this round of price increases on micro-new energy models such as Benben E-Star and Wuling Hongguang MINI EV is more significant. It is reported that the current power battery accounts for about 25% to 40% of the total vehicle cost. Li Jinyong, president of the New Energy Branch of the Automobile Chamber of Commerce of the All-China Federation of Industry and Commerce, once told Nandu reporters that the battery cost of micro-new energy vehicles accounts for a high proportion, taking Chery small ant models as an example, the price of about 70,000 yuan, the battery cost accounts for about 40,000. For high-end models, the proportion of battery cost to selling price is relatively low, and the impact of battery price increases still has room to digest.
Li Jinyong believes that the biggest advantage of entry-level new energy vehicles lies in the economy of use, and for passenger cars below 100,000 yuan, the cost of using fuel vehicles is much higher than that of new energy vehicles. In addition, the entry-level new energy vehicle has a stylish appearance, beautiful interior, and a good sense of intelligent cockpit experience, "the sense of use is completely different from the low-end fuel vehicle of 40,000 to 50,000 yuan." However, the sensitivity of such consumer groups to prices is very high, and price increases have a greater impact on vehicle sales.
Written by: Intern He Jiahao Nandu reporter Fang Shiqi
!["Either cancel the subscription, or add money to pick up the car", Changan New Energy is caught in the storm[fig]](data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=)