Within one day, three new energy vehicle enterprises heard “Rising Voices”.
On March 17, it was reported on the Internet that Xiaopeng automobile (09868. HK / xpev. US) would raise the price of some models from March 21, with an increase of 1 Shenzhen Zhongheng Huafa Co.Ltd(000020) 000 yuan, including nearly 20000 yuan for P7 and 10000 yuan for P5.
in response to the rumor of price increase, the relevant person in charge of Xiaopeng automobile said to the Red Star capital Bureau: “at present, we have not received this information, and the follow-up will be subject to the information on the official website or app.”
On the same day, Chery also announced a price increase. Chery New Energy announced that the cost of many Chery new energy models continued to rise due to national policy adjustment and the continuous sharp rise in the prices of battery and chip raw materials. Since 0:00 on March 17, Chery new energy has raised the price of some models by 3 Shenyang Machine Tool Co.Ltd(000410) 0 yuan, and the customers who paid the deposit before signing the contract will not be affected
Tesla (tsla. US) ushered in the third price increase in 10 days. On March 17, Tesla China’s official website showed that the price of rear wheel drive model y increased to 316900 yuan, an increase of 15060 yuan.
On March 15, Tesla China just completed a wave of price increases. The prices of model 3 rear wheel drive version, high-performance version and model y long-range and high-performance version increased by 1400020000 yuan. Earlier on March 10, the price of model 3 high-performance version, model y long-range and high-performance version increased by 10000 yuan.
So far, Tesla has raised the price of all models of domestic model 3 and model y
In addition, Byd Company Limited(002594) ( Byd Company Limited(002594) . SZ) and Wuling also announced price increases recently
On March 11, 2022 Hongguang miniev went on the market and launched a total of 6 models. The power and endurance are consistent with the old models, but the price has increased by 2000 yuan.
On March 15, Byd Company Limited(002594) issued a note on the price adjustment of models, saying that affected by the continuous sharp rise in the price of raw materials, Byd Company Limited(002594) cars will adjust the official guidance price of new energy models related to dynasty.com and ocean.com by 3 Jointo Energy Investment Co.Ltd.Hebei(000600) 0 yuan. The statement shows that the price adjustment will take effect from 0:00 on March 16, and customers who pay a deposit before that will not be affected by the price adjustment.
According to China Central Television, since 2022, due to the sharp rise in the price of raw materials such as lithium carbonate, more than 20 new energy vehicle enterprises have announced to raise the price of nearly 40 models
According to wind data, the average price of battery grade lithium carbonate in China rose from 51500 yuan / ton at the beginning of 2021 to 277500 yuan / ton at the end of last year, an increase of more than 400% a year. In 2022, lithium prices accelerated. The average price of battery grade lithium carbonate in China has exceeded 500000 yuan / ton. According to the data of the business agency, as of March 17, the comprehensive quotation of battery grade lithium carbonate market was around 48522000 yuan / ton.
Cui Dongshu, Secretary General of national passenger car market information joint committee, previously analyzed that these factors will not have a significant impact on the sales of new energy vehicles. “From January and February, the sales of new energy vehicles have increased by about 150% year-on-year.” He said that on the one hand, car use is a rigid demand. In particular, the epidemic has prompted many families to shift from public transport to private cars. On the other hand, consumers have maintained an acceptable attitude towards price increases
China Securities Co.Ltd(601066) research report pointed out that from the supply side, the output chain ratio of new energy vehicle market in March is recovering as scheduled; On the demand side, the demand of the industry continues to be strong, including the price increases of Byd Company Limited(002594) , gac-e’an, Tesla and other auto enterprises, which basically did not affect the orders. It is expected that the batch sales of Shanxi Guoxin Energy Corporation Limited(600617) cars in mid March is expected to reach 42 Shenzhen Textile (Holdings) Co.Ltd(000045) 0000, and the annual sales volume is expected to exceed 6 million.
