As early as the official arrival of 2022, there were many sales of new energy vehicles and car manufacturers issued warnings to consumers. Because according to the latest subsidy scheme, from January 1, 2022, pure electric vehicle models with a cruising range of 300-400 kilometers will be reduced by 3900 yuan compared with 2021. For pure electric vehicles with a range of more than 400 kilometers, the subsidy will be reduced by 5400 yuan. This also means that most new energy vehicles will usher in a wave of price increases in 2022.
In fact, just entering January 2022, a number of car brands announced the price increase of their new energy models, ranging from a few thousand yuan to tens of thousands of yuan. Including Tesla, Xiaopeng, BYD and other brands, let's see which new energy models have risen in value?
BYD rose 1,000-7,000 yuan, and Tesla rose as high as 21,000 yuan
BYD Automobile recently issued an announcement that it will adjust the official guidance price of new energy models related to Dynasty Network and Ocean Network, ranging from 1,000-7,000 yuan. According to Brother Yuan, Dynasty's new energy models cover Han EV, Han DM, Tang DM, Tang DM-i, Qin PLUS DM-i, Yuan EV and other models.
The marine network covers the marine life series and the warship series, the current listed marine life series has dolphins, and the new vehicles of the warship series are still planned. Regarding the specific price increase of the new car, we must also consult the 4S store, and consider that many of BYD's hot models are difficult to find, and it is expected that the cost performance of the car will be relatively low.
Tesla was the first car brand to move prices, with the rear-wheel-drive versions of the Model 3 and Model Y being priced up by 10,000 yuan and 21,000 yuan, respectively. Perhaps because Tesla often does this, consumers are more or less immune to Tesla's price increases and have not set off much spark. Do you want to be a "leek" again? Just look at Tesla's sales performance this year.
Xiaopeng Motors, one of the "Three Musketeers" of new car-making forces, also announced a few days ago that it will adjust the terminal price for models below 300,000 yuan. Among them, Xiaopeng P7 rose by 4300-5900 yuan, and the price range after the latest subsidy was 224,200-409,900 yuan. For reference, the entry-level P7 480 was priced at 219,900 yuan before the price increase, and the price increase was 4300 yuan. The original price of P7 670R+, which was originally priced at 279,900 yuan, was priced at 285,800 yuan after the price increase, an increase of 5,900 yuan.
In addition, the price increase of Xiaopeng P5 is 4800-5400 yuan, and the current latest subsidy price range is 16.27-22.93 million yuan. The Xiaopeng G3i rose by 4800-5400 yuan, and the price range after the latest subsidy was 154.6-19.32 million yuan. Interestingly, Xiaopeng P5 just ushered in the delivery of not long ago began to increase prices, the early foundation is not stable to usher in the big test, Xiaopeng Automobile this pass is not easy to pass.
In addition to the above brands and models, Nezha Automobile, Zero-run Automobile, GAC E-An, Volkswagen, etc. have also chosen to raise the price of their new energy vehicles. It can be seen that price increases have become a major trend, and consumers need to pay more money to buy cars.
The price of upstream raw materials has risen sharply, and automakers cannot hold back
Although consumers are not happy to see the price of their favorite items rise, supply and demand are always determined by the market. The rapid development of the new energy automobile industry, the gradual improvement of the infrastructure of new energy vehicles, and the reversal of the reputation of new energy vehicles... For various reasons, high-quality new energy vehicles have been in short supply. When goods are in short supply and are dominated by sellers, then the time is ripe for price increases.
In addition, another key word around 2021 is chips. The shortage of chips has caused last year's new car deliveries to be untimely, and consumers' desire to buy has been temporarily suppressed, and this consumption potential will be partially released in 2022.
On the other hand, the pressure on automakers themselves is not small. As early as 2021, the raw material prices of new energy vehicles have shown a sharp upward trend, especially its core components power batteries, due to the large fluctuations in the prices of metal raw materials such as cobalt, nickel, manganese, and lithium, and the cost of making cars has also risen rapidly. Taking lithium iron phosphate batteries as an example, its cost has risen from 0.47 yuan / Wh to 0.66 yuan / Wh in the past year, an increase of 40.4%.
Because automakers have not passed on the cost of car manufacturing to consumers in the past year, the official guidance price of new cars has not increased much, but has narrowed the terminal discount, so this part of the cost is still borne by the car manufacturers alone. However, this is clearly not a long-term move. Entering 2022, more automakers have chosen to offset the growth of raw materials for car-making in the form of price increases, and the last thing consumers want to see has happened.
Price increases cast a shadow over new energy vehicles? The market will give the answer
The essence of the subsidy decline of new energy vehicles is driven by policies to markets, rather than to weaken consumers' car purchase preferences and interests. However, benign development will inevitably go through this painful process, especially in the past few years, under the subsidies and support of relevant national policies, automobile manufacturers and consumers have enjoyed policy dividends, and at this time, it is inevitable that there will be some discomfort when they suddenly return to normal development.
Some insiders believe that the decline of subsidies for new energy vehicles may cast a shadow on the development of new energy vehicles. This conjecture is not unreasonable, because the price of the car will change accordingly after the subsidy declines, and if this cost is not added to the consumer, then the car manufacturer's car cost pressure is greater. If the cost is added to the consumer, then it is necessary to face the problem of declining product competitiveness.
Although consumers' recognition of new energy vehicles is much higher, it is reflected in the sales level, which may be more representative of their attitude. In addition, some car companies have not announced the price increase of their new energy vehicles, including hot models such as Euler Good Cat and Wuling Hongguang MINIEV, as well as positioning more high-end ideals, Weilai, etc., some of which are not in the subsidy ranks, so the subsidy decline is not affected. However, some models may be for the sake of maintaining competitiveness, hoping to win the favor of consumers in the market.
It is worth mentioning that plug-in hybrid models are less affected by the subsidy decline, coupled with their original lack of endurance anxiety, it is likely to advance in the critical period of the subsidy decline of pure electric vehicle models, becoming the growth pole of the new energy vehicle market.
After the price of new energy vehicles rises, do you buy or not buy? Will the price increase of new cars significantly affect the sales of car companies? The answer to the former is in the minds of consumers, and it is still relatively easy to get the answer by considering their own car needs and the cost performance and product strength of the vehicle. The latter question will also have a clear answer after the sales volume in the first quarter of this year comes out, which will determine how car companies should sell new energy vehicles in the second half of this year.