Byd Company Limited(002594) stopped production of pure fuel vehicles, significantly advancing the timetable for new energy transformation of the automotive industry. What supports its “fuel cut-off” is the popularity of the new energy vehicle market. The reporter of Beijing Business Daily found that “price increase” and “car shortage” have become key words in the new energy vehicle market, and the price of multi brand models has been increased by 10000 yuan. However, the price increase and shortage of cars did not affect consumers’ enthusiasm to buy new energy vehicles, but also led to the large-scale consumption of some minority brands. Industry insiders believe that with the continuous improvement of consumers’ acceptance of new energy vehicles, the new energy vehicle market has gradually completed the switch from policy market to market leading.
delivery time at least two months
Due to the shortage of chips and other factors, the delivery of new vehicles is difficult to be transmitted to the new energy vehicle market. The problem of small vehicle source and long delivery period has become a difficult problem for salespeople.
“At present, the average delivery cycle of P7 and P5 models is 2-3 months, and that of g3i models is at least 5 months.” A staff member of Xiaopeng automobile exhibition hall said that the insufficient supply of chips led to the limited production capacity of manufacturers and the corresponding extension of the delivery cycle. In addition, with the recent increase in the number of car bookings, some car sources could not be supplied.
For the new car delivery cycle, the above staff said that if consumers do not place orders now, the subsequent delivery time may be longer. At the same time, the new energy vehicle purchase tax reduction policy may be cancelled next year. It is more cost-effective for consumers who need to buy cars to order cars as soon as possible. It is understood that Xiaopeng automobile is not the only one with a delivery time of at least two months. A staff member of Tesla direct store said that the delivery time for ordering the model 3 basic model has reached more than half a year. At present, the model y basic model can be delivered fastest, but consumers also need to wait for at least two months. “Many orders are queuing up, mainly affected by chips and production capacity.” He said.
In addition to the problem of “independent car making”, enterprises also encounter the problem of “independent car making”. Earlier, it was reported that Byd Company Limited(002594) cumulative undelivered orders reached 400000 units, which was still rising month by month. A salesperson at Byd Company Limited(002594) 4s store said that only some of the newly listed Han family models have existing cars, and the rest are exhibition cars.
The reporter of Beijing business daily learned that under the condition of insufficient car supply, car enterprises have tilted their production capacity to models with more orders. Taking Jihu brand as an example, the current cars at the dealer are alpha T and alpha s, two high endurance models. “Alpha s 525S and alpha t 480 have no cars in stock, and the manufacturer has not scheduled production. At present, they focus on the production of high endurance models with large orders.” A staff member of Jihu brand direct store said.
Yan Jinghui, member of the expert committee of China Circulation Association, said that the tight supply chain still affects the capacity release of new energy vehicle enterprises. Compared with the fuel vehicle sector with large sales base, new energy vehicles are more vulnerable to the upstream impact of the industry. Therefore, focusing resources on models with high profits and high orders can further share risks.
welcome a new round of price increase
With the tension in the supply chain not alleviated, new energy vehicle enterprises have entered a new round of price increase period.
Since March this year, new energy vehicle enterprises have announced price increases. Among them, Tesla raised the price of models three times in a week. Among them, on March 10, the starting price of model 3 high-performance version, model y long-range version and high-performance version increased by 10000 yuan; On March 15, the starting prices of model 3 rear wheel drive and high-performance models increased by 14200 yuan and 18000 yuan respectively, while the starting prices of model y long-range and high-performance models increased by 18000 yuan and 20000 yuan respectively; On March 17, the starting price of model y rear wheel drive increased by 15000 yuan.
Not only Tesla, which has always been sensitive to costs, but Byd Company Limited(002594) also officially announced a price increase on March 15. A Byd Company Limited(002594) related person said that affected by the continuous sharp rise in raw material prices, Byd Company Limited(002594) automobile will adjust the official guidance price of new energy models related to Dynasty Series and Ocean series by 3 Jointo Energy Investment Co.Ltd.Hebei(000600) 0 yuan.
According to statistics, more than 30 new energy vehicle enterprises have announced price increases since this year. “In March this year, the new energy vehicle industry ushered in a new round of price rise.” Ma Xiaoli, Deputy Secretary General of China automotive power battery industry innovation alliance, said: due to the rising price of key materials of power battery, the cost pressure has been transmitted from the battery end to the vehicle price. According to the data released by China automotive power battery industry innovation alliance, the price of battery grade lithium carbonate increased from 88000 yuan / ton to 502000 yuan / ton from June 2021 to March 2022, with an increase of 470%; The price of battery grade fine powder lithium hydroxide increased from 98000 yuan / ton to 485000 yuan / ton, an increase of 395%.
However, the reporter of Beijing business daily noted that although the price has increased, manufacturers and direct stores are also providing more preferential policies for consumers in other ways in order to attract more consumers’ attention. The staff of the above-mentioned Jihu direct store told the Beijing Business Daily that if users buy cars by replacement, they can enjoy a replacement subsidy of 10000 yuan. In addition, if consumers use the fuel vehicle index to buy new energy models, they can also enjoy an additional subsidy of 5000 yuan, a total of 15000 yuan.
orders surge, more and more selling
Although it is difficult to pick up the car and the price rises, new energy vehicles are selling more and more.
In the first quarter of this year, the production and sales of Shanxi Guoxin Energy Corporation Limited(600617) vehicles exceeded one million, exceeding the sales in the first half of last year and closer to the annual sales in 2019. The data show that in the first quarter of this year, the production and sales of Shanxi Guoxin Energy Corporation Limited(600617) vehicles reached 1293000 and 1257000 respectively, an increase of 1.4 times year-on-year, of which the production and sales of pure electric vehicles were 1036000 and 107000 respectively, an increase of 1.3 times year-on-year.
“Now the oil price is rising and the cost of fuel vehicles is rising, so consider replacing a new energy vehicle.” Ms. Fang, a citizen, told the Beijing business daily, “recently, many friends have bought new energy models, and the use cost is lower than that of fuel vehicles.” Cui Dongshu, Secretary General of the passenger car information joint committee, believes that new energy vehicles have a strong rigid demand for consumption. In addition, in the past two years, consumers have improved their awareness of the market and improved infrastructure, and more people are willing to understand and buy new energy vehicles, which is one of the reasons for the increase of the market.
The staff of the above Tesla direct store admitted that now many users do not enter the store to see the car and place orders directly on the official website, and the order volume is surging every day. “The new energy vehicle indicators for the second half of this year will be released soon. Many consumers see that the vehicle collection cycle is long, so they place orders in advance. Especially for model 3 models, the delivery time has been scheduled to October this year.” He revealed.
Not only the surge in orders for popular models, but also the popularity of the new energy vehicle market has driven the large-scale production of some minority brands. As an independent new energy brand of Ford, dianma sold only more than 500 vehicles last year. However, a staff member of dianma brand direct store said that orders have increased sharply recently. Although the current delivery cycle has reached two months, 50 orders were still received in the store in March.
Previously, the new energy vehicle industry development plan (20212035) issued by the State Council proposed that the sales volume of new energy vehicles will account for 20% by 2025. However, with the gradual improvement of the new energy vehicle market, the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) vehicles exceeded 19% in the first quarter of this year. In the view of insiders, the new energy vehicle market is maturing, and the switch from policy market to market leading has been gradually completed. The target of 20% market share by 2025 is likely to be completed ahead of schedule. Beijing Business Daily reporter Liu Yang, Liu Xiaomeng
