Tesla has raised its price again!
Recently, the market rumors Tesla price increases. The reporter of the international finance news inquired about Tesla‘s official website in China and found that on March 10, the current selling prices of Tesla’s model 3 high-performance version, model y long-range and high-performance version increased by 10000 yuan compared with the previous version.
However, the price increase is not only for the Chinese market, and Tesla’s price in the United States has also increased accordingly. Among them, the price of model Y’s long-range version is increased by $1000 to $59990, and the price of model Y’s high-performance version is increased by $1000 to $64990.
No more information about the price increase was disclosed by China financial news.
Zhong Shi, an auto analyst, believes that the price adjustment is on the one hand because many prices in the United States are rising this year. Tesla is based on the dollar in all aspects, so it has increased relatively. On the other hand, it is because of the recent rise in the price of raw materials for chips and batteries and the epidemic problem, which has led to the rise of Tesla’s car manufacturing cost.
It is understood that different configurations of Tesla use different batteries. The standard version of Tesla uses Contemporary Amperex Technology Co.Limited(300750) the lithium iron phosphate battery, while the high configuration version of Tesla uses the ternary lithium battery provided by LG. Both batteries have been affected by the rising prices of raw materials nickel and cobalt in the market, but the high configuration version of Tesla has been more affected.
At the same time, the prices of lithium, cobalt and other materials upstream of the power battery industry chain are still soaring. According to the data, on March 4, the average price of battery grade lithium carbonate rose 5500 yuan / ton, exceeded 500000 yuan / ton, lithium hydroxide rose 6 Jiangnan Mould & Plastic Technology Co.Ltd(000700) 0 yuan / ton, and electrolytic cobalt rose 3200 yuan / ton. Compared with the beginning of the year, the price of battery grade lithium carbonate in China has increased by 67%, from 400000 yuan / ton to 500000 yuan / ton in only 20 days.
On March 8, the price of lunni futures contract soared from 50000 US dollars / ton to more than 100000 US dollars / ton. Even if LME cancelled the day’s trading on March 8, lunni soared from nearly 30000 US dollars / ton to 50000 US dollars / ton at the closing on March 7, with a single day increase of more than 89%. Nickel is one of the important raw materials of ternary lithium battery. Under the trend of high nickel and cobalt removal, the demand for nickel of ternary precursor increases significantly, and the rise of its price will directly affect the production cost of the whole new energy vehicle industry. In the ternary lithium battery supplied by LG to Tesla, the nickel content is as high as 90%.
In fact, the price increase has become a major trend of new energy vehicles in the near future.
According to incomplete statistics, since 2022, more than 15 auto companies have announced to increase the price of new energy vehicles, covering the mainstream car purchase range of less than 100000 yuan to more than 300000 yuan, with an increase of 3000 yuan to 10000 yuan.
On January 1, 2022, gac-e’an adjusted the selling price of its products.
Compared with the old model, the price of 2022 ea’an LX increased by 7000 yuan, and the entry-level version of aionsplus 70 increased by 5200 yuan. Subsequently, Xiaopeng automobile and Byd Company Limited(002594) automobile announced the price adjustment of some models, with increases ranging from 4 Queclink Wireless Solutions Co.Ltd(300590) 0 yuan and 1 Jiangnan Mould & Plastic Technology Co.Ltd(000700) 0 yuan respectively Byd Company Limited(002594) said that the price rise was mainly affected by the sharp rise in the price of raw materials and the decline of new energy vehicle purchase subsidies.
Because of the rising price of parts, Weima automobile and so on. Previously, Weima automobile announced that the production scheduling plan and model price of some models will be gradually adjusted, with an increase of 3 Xj Electric Co.Ltd(000400) 0 yuan.
Among new energy vehicles, Tesla’s price adjustment is relatively frequent. Since 2021, its price has increased more than 8 times in the Chinese market. At the beginning of this year, the price of model y rear wheel drive version even increased by more than 20000 yuan.
Despite the price rise, the sales volume of new energy vehicle market still maintained a high growth.
According to the national passenger car market data released by the passenger Federation in February, although the overall car market sales decreased month on month in February due to the Spring Festival holiday and other reasons, the wholesale sales of new energy passenger cars reached 317000 in February, with a year-on-year increase of 189.1% and a month on month decrease of 24.1%, which was less than that of previous years. In February, the retail sales volume of new energy passenger vehicles reached 272000, with a year-on-year increase of 180.5% and a month on month decrease of 22.6%. The month on month decrease is smaller than the trend in February over the years.
Tesla still had 23200 retail sales in China in February, up 26.7% year-on-year. Tesla sold 42546 vehicles from January to February, up 25.9% year-on-year.
The Federation also pointed out that there will be more uncertain pressure on the development of new energy vehicles in 2022, especially the shortage of lithium and other resources, but the market still has relatively optimistic expectations for the development prospect of new energy vehicles.
