Cover news reporter Zhu Ning
"If you place an order now, you should be able to pick up the car in five months."
"In the future, it may take longer to pick up the car, and it is safer to book it early and queue up."
"It is estimated that in about eight to ten weeks, the waiting time for our brand's car is still relatively short."
At noon on April 25, the reporter visited several new energy vehicle brands in Chengdu and learned that the current sales of new energy vehicles in Chengdu are extremely hot, and even the phenomenon of buying a car for 5 months has occurred, it is worth mentioning that due to the impact of raw material price increases, the current new energy vehicle market has been rising, and some models have even risen by 20,000-30,000 yuan.
Pick-up times range from one month to five months
The Tesla Model 3 was sold at an "all-time low" price of 235,900 yuan last July, and now it has only risen by 40,000 yuan in the past 8 months.
"Because the price of raw materials has risen, the cost of vehicles has continued to rise, and price increases are inevitable." When the reporter consulted Tesla sales as a customer, the salesperson said that now all companies are raising prices, and there are some supply chain and cost reasons in it.
When the reporter asked "when can you pick up the car when you can book the car now", the salesman said that the car buyer booked the vehicle from Tesla's official website, and the orders from all over the country were gathered together, and the system would display the pick-up time according to the booking situation. The model 3 is currently expected to take five months to wait.
When the reporter came to the Chengdu ideal ONE car sales store, for the issue of the time to pick up the car, ms. Luo, the sales staff, introduced that after the customer placed an order, it is estimated that about eight to ten weeks, the latest ten weeks can be obtained, compared to other new energy vehicles, the ideal car pick-up time has been relatively short, in the interview, the staff next to the reporter persuaded the reporter to start as soon as possible, and said: "Maybe the price will rise later."
New energy vehicles can not avoid the nature of BYD, in early April 2022, the heavy news of "BYD stopped production of fuel vehicles" brushed the circle of friends of many people, once on the top of the hot search list. The new energy vehicle track that is in the limelight has attracted the attention of the whole network at the same time, but it has also become a hot topic.
The reporter learned that by-one bydir picked up the car, about one month to three months. Jiang Longhai, general manager of Shangdian BYD, told reporters that at present, according to the different models, the time required is not consistent, BYD Han can basically get it in one month, and the rest of the non-hot models will take a little longer.
For the recent waiting time for the car to be extended, Jiang Longhai said, on the one hand, the new energy vehicle orders are hot, the overall supply can not keep up, now BYD owes about 400,000 units, and now the production capacity is only about 100,000 units a month, on the other hand, the overall supply chain has been impacted, the overall supply time has been extended, especially some core components, insufficient supply.
The supply chain has been affected, resulting in insufficient supply of new energy vehicles
The reporter noted that since February 2022, due to the impact of the new crown epidemic, supply chain problems have broken out again. A large number of enterprises, especially manufacturing companies, face serious challenges.
Earlier, WEILAI Automobile said that since March, due to the epidemic, the company's supply chain partners in Jilin, Shanghai, Jiangsu and other places have stopped production one after another and have not yet recovered. Affected by this, WEILAI's vehicle production has been suspended. Due to the above reasons, many users' vehicles will be delayed in the near future. In addition to Weilai Automobile, Shanghai Tesla has also been seriously affected and has not fully recovered so far.
Shanghai is an important producer of new energy vehicles. It is reported that by the end of 2021, Shanghai has gathered 13,293 new energy vehicle-related enterprises and formed a complete new energy vehicle industry chain, from raw materials to vehicle manufacturing, which occupy an important position in the country.
Taking chips as an example, Shanghai's chip industry accounts for 1/4 of the country's total, gathering more than 700 key enterprises in the industry. Therefore, the shutdown in Shanghai has made the problem of lack of cores worse.
On the issue of related material transportation, the reporter learned that the epidemic prevention policies in various places are different and cannot be interconnected, resulting in many freight vehicles not being able to go out or limited transportation capacity, which also lengthens the cycle of the entire material flow.
The price of power batteries has risen, causing the price of the whole vehicle to rise
"Rising prices of upstream raw materials will definitely affect the end market." According to the analysis of new energy vehicle sales personnel, new energy battery manufacturers have adjusted the prices of some battery products, and these factors will lead to price increases by manufacturers.
The reporter noted that in the price increase notices issued by many new energy vehicle companies, the reasons are basically the sharp rise in the price of upstream raw materials, the tight global automotive supply chain, and the decline in subsidies, costs and supply chain pressures.
In this regard, the new energy research director of some securities companies believes that the direct driving factor for the fierce attack of this round of new energy vehicle price increases is that the price increase of power batteries has finally been transmitted to the end of the vehicle.
Battery companies have already hard shouldered and digested most of the rising pressure on raw material costs in 2021. In 2022, the shortage of raw materials and the price increase were not only not suppressed, but intensified, and the cost pressure of battery companies was huge, and it was helpless to transmit down to the terminal. Even if it is a large-scale and high-bargaining head battery enterprise, its long single lock price and raw material locking ability advantage cannot match the price increase rate of raw materials.
The reporter checked the recent data and found that the main cost materials of new energy vehicles, nickel, cobalt, lithium hydroxide, lithium carbonate, lithium hexafluorophosphate, PVDF, VC and other prices have risen collectively, and some auxiliary materials have risen several times compared with 2022. Taking lithium carbonate as an example, the average price of battery-grade lithium carbonate opened a jump mode after 300,000 yuan / ton on New Year's Day in 2022, rushed to 400,000 yuan / ton in mid-February, and broke through the 500,000 yuan / ton mark in early March, up nearly 70% from the beginning of the year. Although there has been a decline recently, as of press time, the quotation is still 470,000-480,000 / ton.
For the current phenomenon of malicious speculation of raw materials, the research director told reporters that now the prices are more transparent, the price does exceed the previous expectations, there may be a certain speculation factor, but most of them are still based on the normal price trend of the relationship between supply and demand and the expected relationship.