“If you place an order now, you should be able to pick up the car in five months.”.
“It may take longer to pick up the car in the future. It’s safer to book it early and queue up.”.
“It is estimated that the waiting time for our brand’s cars is still relatively short in about eight to ten weeks.”.
At noon on April 25, the reporter visited several new energy vehicle brands in Chengdu and learned that at present, the sales of new energy vehicle market in Chengdu are very hot, and there is even the phenomenon of waiting for five months before buying a car. It is worth mentioning that the current new energy vehicle market has risen everywhere, and some models have even increased by 2 Fawer Automotive Parts Limited Company(000030) 000 Yuan due to the rise in the price of raw materials.
The collection time ranges from one month to five months
Tesla Model 3 was once sold at the “lowest price in history” of 235900 yuan last July. Now it has only been eight months, and the price has increased by 40000 yuan.
“Because of the rising price of raw materials and the rising cost of vehicles, price increases are inevitable.” When the reporter consulted Tesla sales as a customer, the salesperson said that now all enterprises are raising prices, which is also the reason for some supply chains and costs.
When the reporter asked “when can I pick up the car when I order the car now”, the salesperson said that the car buyers book the car from Tesla‘s official website, and the national orders are gathered together, and the system will display the pick-up time according to the reservation. At present, the waiting time for model 3 is expected to take five months.
When the reporter came to Chengdu ideal one automobile sales store, the salesperson Ms. Luo introduced that after the customer placed the order, it is estimated that it will be about eight to ten weeks, and it can be obtained in ten weeks at the latest. Compared with other new energy vehicles, the ideal collection time has been relatively short. During the interview, the staff next to him persuaded the reporter to start as soon as possible and said: “maybe the price will rise in the future”.
Naturally, it is Byd Company Limited(002594) . At the beginning of April 2022, the heavy news of ” Byd Company Limited(002594) shutdown of fuel vehicles” blew up many people’s circle of friends and once topped the hot search list. The vigorous new energy vehicle track has not only attracted the attention of the whole network, but also become a hot topic.
The reporter learned that the time of Byd Company Limited(002594) collecting the car is about one month to three months. Jiang Longhai, general manager of Shangdian Byd Company Limited(002594) told reporters that at present, the time required is different according to different models, Byd Company Limited(002594) Han can get it in one month, and the rest of the non hot selling models will last a little longer.
Jiang Longhai said that, on the one hand, orders for new energy vehicles are booming, and the overall supply can not keep up. Now Byd Company Limited(002594) owes about 400000 units, while the current production capacity is only about 100000 units a month. On the other hand, the overall supply chain has been impacted, and the overall supply time has been prolonged, especially some core parts are in short supply.
Insufficient supply of new energy vehicles caused by the impact on the supply chain
The reporter noted that since February 2022, the supply chain problem has erupted again due to the covid-19 epidemic. A large number of enterprises, especially manufacturing enterprises, are facing severe challenges.
Previously, 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 vehicle production has been suspended. Due to the above reasons, many users will delay the delivery of their vehicles 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 producing area of new energy vehicles. It is reported that by the end of 2021, 13293 new energy vehicle related enterprises had gathered in Shanghai and formed a complete new energy vehicle industry chain, which occupies an important position in the country from raw materials to vehicle manufacturing.
Taking chips as an example, the scale of Shanghai’s chip industry accounts for 1 / 4 of the country and gathers more than 700 industry key enterprises. Therefore, the shutdown in Shanghai made the problem of core shortage worse.
With regard to the transportation of relevant materials, the reporter learned that the epidemic prevention policies of various regions are different and cannot be interconnected, resulting in many freight vehicles unable to go out or limited transport capacity, which lengthens the cycle of the whole material flow.
The price rise of power battery leads to the rise of vehicle price
“The price rise of upstream raw materials will certainly affect the terminal market.” According to the analysis of new energy vehicle salesperson, new energy battery manufacturers have adjusted the price of some battery products, which will lead to manufacturers’ price increase.
The reporter noted that in the price increase notices issued by many new energy vehicle enterprises, the reasons are basically the sharp rise in the price of upstream raw materials, the tension of the global automobile supply chain, the decline of subsidies, costs and supply chain pressure.
In this regard, some new energy research directors of securities companies believe that the direct driving factor of this round of fierce price rise of new energy vehicles is that the price rise of power batteries has finally been transmitted to the vehicle end.
In 2021, battery enterprises have been hard shouldering and digesting the rising pressure of most raw material costs. In 2022, the shortage of raw materials and the price rise have not been restrained, but intensified. The cost pressure of battery enterprises is huge, and it is helpless to transmit it down to the terminal. Even for the large-scale head battery enterprises with strong bargaining power, their advantages of long single lock price and raw material lock ability can not match the speed of raw material price rise.
The reporter checked the recent data and found that the prices of the main cost materials of new energy vehicles, such as nickel, cobalt, lithium hydroxide, lithium carbonate, lithium hexafluorophosphate, PVDF and VC, have risen collectively, and some auxiliary materials have increased several times compared with 2022. Taking lithium carbonate as an example, the average price of battery grade lithium carbonate started the jump mode after it reached 300000 yuan / ton on New Year’s day in 2022, hit 400000 yuan / ton in mid February, and broke through the 500000 yuan / ton mark in early March, up nearly 70% from the beginning of the year. Although there has been a decline in the near future, as of the press release of the reporter, the quotation is still 47 Shenzhen Kingkey Smart Agriculture Times Co.Ltd(000048) 0000 / ton.
For the current phenomenon of malicious speculation of raw materials, the research director told reporters that the prices are relatively transparent, and the prices do exceed the previous expectations. There may be some speculation factors, but most of them are based on the normal price trend of the relationship between supply and demand and the expected relationship.
