Recently, new energy vehicles have ushered in a wave of “price rise tide”. Unlike in the past, this wave of “price rise tide” comes “surging”, which has the characteristics of high price rise and wide range of brands.
It is understood that those involved in the price increase include not only wholly foreign-owned brands such as Tesla, but also new forces such as Xiaopeng, as well as traditional carmakers such as FAW Volkswagen and GAC AIAN. The configuration of the vehicles involved has not changed significantly, but the price increases range from thousands of dollars to tens of thousands of dollars.
Taking Xiaopeng as an example, according to different configurations, the price increases of P7 range from 4300 yuan to 5900 yuan, P5 range from 4800 yuan to 5400 yuan, and Xiaopeng g3i range from 4800 yuan to 54 yuan. After the price increase, the price ranges of P7, P5 and g3i are 224200 yuan – 409900 yuan, 162700 yuan – 229300 yuan and 154600 yuan – 193200 yuan respectively.
Compared with Xiaopeng, Tesla‘s price increase is greater. After the subsidy of model 3 basic model, the price is adjusted from 255600 yuan to 265600 yuan, an increase of 10000 yuan. After the subsidy of model y basic model, the selling price was adjusted from 280700 yuan to 301800 yuan, an increase of about 21000 yuan.
In this regard, the reporter contacted the relevant person in charge of Xiaopeng automobile, and the other party said that it was inconvenient to respond to the price increase for the time being. The relevant person in charge of Tesla said that at present, the starting price before the subsidy of the product has been clearly marked on the car ordering page of its official website, which can provide reference for consumers with the estimated subsidy amount of new energy vehicles in 2022.
Is the collective “price rise tide” of car enterprises premeditated for a long time or something else?
“core shortage, lithium boundless, subsidy decline”
In December last year, the Ministry of finance, together with the Ministry of industry and information technology, the Ministry of science and technology and the national development and Reform Commission, issued the notice on the financial subsidy policy for the promotion and application of new energy vehicles in 2022. The notice requires that on the basis of maintaining the energy density, driving range, energy consumption and other technical indicators of the power battery system unchanged, the subsidy standard for new energy vehicles in 2022 will decline by 30% compared with that in 2021.
Taking the vehicle with a range of 300km (inclusive) to 400km as an example, the subsidy will be 9100 yuan in 2022 and 13000 yuan in 2021, with a difference of only 3900 yuan; The subsidy for models with a range of more than 400km (inclusive) is 12600 yuan in 2022 and 18000 yuan in 2021, with a difference of 5400 yuan. Policy changes do have an impact, but the impact on the price of new energy vehicles is indeed limited. From this point of view, the 1000 yuan level is reasonable, and the 10000 yuan level is entirely due to the decline of subsidies, which is unfair.
In view of the price rise, China news finance and economics connected Shi Jianhua, Deputy Secretary General of China Automobile Industry Association. He said that now consumers mainly choose cars according to their needs, and subsidies are no longer the focus. Even if subsidies decline, enterprises should not increase the selling price of consumer terminals unless products change to provide consumers with higher value.
Of course, in addition to the decline of subsidies, the price rise of batteries and the shortage of chips also have an impact on the terminal price of new energy vehicles. Taking the price of lithium carbonate, the main material of power battery, as an example, at the beginning of last year, the average price of battery grade lithium carbonate was only 50000 yuan / ton, but recently it rose to 290000 yuan / ton, an increase of 480% in just one year.
Battery system is the component with the highest cost proportion in new energy vehicles, and its cost proportion is close to 40%. Therefore, the crazy growth of battery materials will also be further transmitted, resulting in a surge in the cost of new energy vehicles, and major vehicle enterprises are facing the pressure of continuously increasing the cost.
At the same time, the shortage of chips has also seriously affected the production capacity of new energy vehicles. Different from traditional fuel vehicles, new energy vehicles rely more on chip supply in the manufacturing process. Millimeter wave radar, on-board electric energy control system and IGBT module of auxiliary driving system all need a large number of chips.
Last year, ideal, Xiaopeng, Audi and other brands all affected the delivery time due to the shortage of supply. In order to enable consumers to pick up the car as soon as possible, they put forward the schemes of replenishing millimeter wave radar and replenishing the second car key in the later stage. Due to the shortage of chips, the production capacity of automobile enterprises is insufficient, resulting in the imbalance between supply and demand, which is also one of the important drivers of the rise in the price of new energy vehicles. “Shortage of core and boundless lithium” has become an important problem facing the development of the whole industry.
However, some enterprises can calmly cope with the adverse situation of declining subsidies, insufficient chips and rising raw material costs, and maintain the original selling price at the sales terminal. The person in charge of some auto enterprises made it clear that the enterprise will bear the cost of declining subsidies and rising raw materials and will not marry consumers.
chenglian Association: this year’s total sales will soar
In the view of industry experts, the above adverse factors will only hinder the development of new energy vehicles in the short term and have limited impact in the long run.
Fu Bingfeng, executive vice president and Secretary General of China Automobile Industry Association, once pointed out that despite the adverse effects of the shortage of chips and the continuous high price of raw materials, the vitality of enterprises has been significantly enhanced under the promotion of the technological transformation of “electrification, networking and intelligence”, and the market consumption demand continues to show the trend of quality improvement and upgrading. The performance of new energy vehicles was eye-catching and maintained rapid growth. The marketization of new energy vehicles has entered a new stage of explosive growth, which has changed from policy driven to market driven.
On the 11th, the China Federation of riders said that with the significant improvement of Chinese consumers’ recognition of the new energy market and the stability of policy subsidies, it is bound to promote the sharp increase in the total sales of medium Shanxi Guoxin Energy Corporation Limited(600617) vehicles in 2022 and continue to maintain a super leading position with a share of more than 50% in the world.
According to the data released by China Automobile Association on the 12th, new energy vehicles have become the biggest bright spot in the industry. In 2021, the sales volume exceeded 3.5 million, and the market share increased to 13.4%, further indicating that the new energy vehicle market has shifted from policy driven to market driven, and new energy vehicles have been widely recognized by the market and consumers.
In 2022, the framework and threshold requirements of the current technical index system of purchase subsidies will remain unchanged, and the subsidy scale is not locked from the original expected upper limit of 2 million vehicles, which will realize the subsidy throughout 2022. With the doubling of the scale of the new energy industry chain and the improvement of cost reduction ability, it is expected that the increment of new energy vehicles will be strong by the end of 2022.
In the context of the improvement of battery and vehicle integration technology, policy promotion will contribute to the significant growth of the scale of new energy vehicle industry, and the transformation of traditional fuel vehicle industry is accelerating. Accordingly, the passenger Federation adjusted the sales volume of new energy passenger vehicles in 2022 from 4.8 million to more than 5.5 million, and was optimistic about the new energy vehicle market in 2022.
