After Tesla, Byd Company Limited(002594) , and Nezha automobile officials announced the price increase of their models, Xiaopeng automobile, Weima automobile, Zero run automobile and geometry automobile also joined the camp of price increase from March 17 to the evening of March 19.
On March 19, Weima automobile announced that the price of its products would be increased by 7000 ~ 26000 yuan, and the effective date of the price was 0:00 on March 28. On March 18, Xiaopeng automobile released the explanation of model price adjustment. The price of the company's products before subsidies will be increased by 10100 yuan to 20000 yuan, and the price adjustment will take effect from 0:00 on March 21.
For the reasons for the price increase, both Xiaopeng automobile and Weima automobile said that the price increase was mainly affected by the continuous sharp rise in the price of upstream raw materials. A sales consultant of Xiaopeng automobile said in the wechat circle of friends that in addition to the price increase, the rights and interests of free charging and car purchase will also be cancelled, and the overall value will be reduced by nearly 50000 yuan.
The reporter noted that the intensive price rise of new energy vehicles is a new round of price rise after a collective price rise in early 2022. On the evening of March 15, Byd Company Limited(002594) also released the price adjustment, announcing that the official guidance prices of new energy vehicles related to dynasty.com and ocean.com were increased by 3000 ~ 6000 yuan; On March 17, Nezha automobile released the price adjustment of models, and the prices of some models were increased by 3000 ~ 5000 yuan. In the past 10 days, Tesla has announced three increases in product prices, with the highest increase of 30000 yuan for some models. Geely announced that the price of some Geely products will be increased by 7000 yuan from March 18.
According to incomplete statistics, since the beginning of this year, more than 20 auto companies have raised the prices of nearly 50 models. Among the major new energy vehicle enterprises, only a few such as Weilai automobile, ideal automobile and lantu automobile have not announced price increases.
Many insiders believe that the reason for the collective price adjustment of new energy vehicles is still the sharp rise in the prices of core raw materials such as lithium and nickel. Taking the lithium required for the power battery of new energy vehicles as an example, the price of lithium has increased tenfold in more than a year from 50000 yuan / ton at the beginning of 2021 to 500000 yuan / ton at present. On March 18, the price of lithium carbonate in China was reported at 504000 yuan / ton, an increase of 73.8% over the beginning of the year and 479.3% year-on-year.
Zhang Junyi, the managing partner of Aowei consulting, said in an interview with the first financial reporter: "the prices of many raw materials are rising, resulting in electric vehicle manufacturers having to transfer part of the cost to consumers in order to ensure profits. As for when the price will fall, it still depends on the price of raw materials, but from the current situation, it still takes a certain time period for raw materials to fall back to the original price."
In addition, the sharp increase in supply chain costs even forced some auto companies to suspend the production and sales of their popular best-selling models. In late February, Great Wall Euler announced that its two main models, white cat and black cat, stopped receiving orders. Euler said that after the sharp rise in raw material costs in 2022, Euler black cat lost more than 10000 yuan per unit.
"Yesterday, Xiaopeng's sales had sent a wechat to urge me to place an order quickly, saying that the price would increase by 10000 ~ 20000 in two days. I was going to look at other brands." A potential owner of Xiaopeng P5 told reporters that at present, it is determined that he can still enjoy the price that has not increased, but the collection cycle may take 17 ~ 18 weeks.
Recently, some users have encountered a "dilemma" when buying a car. In terms of traditional fuel vehicles, affected by the lack of core, some products are not only difficult to find one vehicle, but also the preferential range is narrowed compared with the past. Moreover, since 2022, the oil price has continued to rise. Taking Shanghai as an example, on March 17, the No. 95 gasoline in Shanghai was raised to 9.16 yuan / L, entering the "9 yuan era". The use of new energy vehicles with relatively lower cost is not only the continuous rise in prices, but also the collection cycle of some popular models is as long as several months. When the reporter visited a number of new energy vehicle 4S stores in Shanghai, he found that the product collection cycle of multiple brands has exceeded 10 weeks, and some popular models even need to wait 4 ~ 5 months to collect the car Byd Company Limited(002594) , gac-e'an, Great Wall Euler, Geely geometry and other popular models have a collection cycle of more than 3 months.
