#New energy vehicles##Cars#The car circle in the past two days can be described as not lively. First, a large number of new energy vehicle companies cut prices and promotions, BYD even launched the same price for oil and electricity, and then a large number of local governments launched car purchase subsidy policies, and the car purchase subsidies recently released by Hubei Province can be described as eye-catching, and the preferential strength is unprecedented. It is understood that the sales price of a Citroen C6 is about 210,000 yuan, and the price after subsidies only needs about 120,000 yuan, a whole discount of 90,000 yuan, and other large and small fuel vehicles also have a huge preferential range.
Why is it that at this time node, major car companies, whether fuel vehicles or new energy vehicles, have reduced prices and promotions? What is the reason behind the prompting car companies to adopt promotional price reduction sales behavior?
From a macro point of view, the gold three silver four is the period of strong domestic consumer demand, and a series of promotional policies were introduced in March, on the one hand, the time node coincides with the golden time period of demand recovery; On the other hand, starting in July this year, the emission standard will switch to the 'China VI B' stage. According to the past law, even if car companies do not reduce prices now, by then, there will be a wave of large promotions to clear inventory.
From the perspective of car companies, the traditional March to April is an intensive period for a large number of car companies to release new models, and old models need to digest inventory. So why is this year's intensity so great?
Because the war of new energy vehicles has reached the doorstep of fuel vehicles.
According to the "lithium mine rebate" plan recently released by CATL, the upstream lithium mine price of battery manufacturers has dropped from the original highest point of 600,000 yuan / ton to about 400,000 yuan / ton at present, and the "lithium mine plan" sets the settlement price of lithium mine with CATL partner car companies at 200,000 yuan / ton in the next three years. In other words, the downward trend of the cost of upstream lithium mines in the next three years is already certain. Falling lithium mine costs mean lower battery manufacturing costs, and about 40% of the manufacturing cost of a new energy tram is battery costs. Therefore, for car companies, the overall manufacturing cost of new energy vehicles has decreased, profit margins have increased, and car companies have this capital and confidence to reduce prices and seize the market.
On the other hand, such as Tesla, in addition to the cost of batteries, Musk announced at his investor conference that the cost of integrated casting will be further reduced, and it will also include cost reduction measures in different aspects such as materials. In other words, in terms of manufacturing process, there is still room for new energy vehicles to further reduce the price of new energy vehicles.
In the continuous price war, the manufacturing cost of trams is gradually approaching oil vehicles, and some car companies have even achieved the same price of oil and electricity, which makes the living space of fuel vehicles constantly squeezed by new energy vehicles, and if they are not sold at a reduced price, I am afraid that they will really not be able to sell.
In any case, the field of new energy vehicles is in full swing, and now the field of fuel vehicles has begun to be affected by the war, but there is still room for price reductions in the long run for new energy vehicles, and whether fuel vehicles can withstand the long guns and cannons of new energy vehicles is really unknown, but for consumers, these are undoubtedly good things, and it has to be said that it is "really fragrant" to be able to buy the original higher price models at a lower price.