Tucki price increase notice SMS

What impact will the price increase of new energy vehicles have?

What impact will the price increase of new energy vehicles have? With the further decline of subsidies for new energy vehicles in 2022, under the trend of industries and policies, many new energy vehicles have increased their prices, and Tesla bears the brunt. What impact will the price increase of new energy vehicles have?

What impact will the price increase of new energy vehicles have? 1 202 1 year, the new energy automobile industry started a new year of sales growth with the annual sales of 3.545 million vehicles, up by 1.6 times year-on-year. Less than a month has passed in 2022, and there have been many news in the industry that terminal new energy vehicle companies have upgraded their models. This seems to show a signal that new energy vehicles will usher in a full-line price increase in 2022:

1) Last weekend, BYD Auto, a leading domestic new energy vehicle company, said that it would adjust the official guide price of its Dynasty series and Ocean series related new energy vehicles by 1000-7000 yuan;

2) Among the new car-making forces, Tucki (with a price increase of 4,300 yuan to 5,900 yuan), Nezha (with a price increase of 2,000 yuan to 5,000 yuan), Zero Run (with a price increase of 8,000 yuan to 9,000 yuan for the lowest car models) and Polar Star (with a price increase of about 5,000 yuan) have also performed.

3) Traditional automobile companies that are transforming new energy sources, such as Guangzhou Automobile (the price of Aian LX has increased by 4,000 yuan) and Volkswagen (the price of ID series has increased by 5,400 yuan), have also greatly increased their prices;

4) Needless to say, at the end of last year, Tesla, a leading global new energy vehicle company, announced that the prices of rear-wheel drive versions of Model 3 and Model Y were raised by 1 10,000 yuan and 2 1 10,000 yuan respectively.

Why did the terminal car companies collectively start to raise prices?

People think that because the design and configuration of car companies have not changed much, the configuration has not been optimized. Therefore, the main reasons for the price increase of car companies are two points-subsidy retreat and upstream price increase. Let's show you the proportion of each factor in the price increase.

As many terminal car companies explained when they announced the price increase, the last withdrawal of subsidies for new energy vehicles at the end of 20021did bring great cost pressure to new energy car companies.

On February 3, 65438+,the Ministry of Finance, 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, which clearly pointed out that the current technical index system framework and the threshold requirements for purchasing subsidies will remain unchanged in 2022, but the subsidy standard for new energy vehicles will be reduced by 30% on the basis of 20021.

From this point of view, most car companies that have announced price increases are concentrated on pure electric vehicles and plug-in hybrid vehicles with cruising range of 400 kilometers or more. The former reduced the slope by 5,400 yuan, while the latter reduced the subsidy by 2,000 yuan. Relatively speaking, BYD drives its sales volume by pure electric and plug-in hybrid, so in order to meet various models, the price increase announced is relatively large, while the price increase of new car-making forces and other traditional models is basically compared with the former.

It is worth mentioning that companies such as LI and Weilai Automobile, the leaders of the new car-making forces, and traditional car companies such as SAIC-GM-Wuling, Chery of Ant Group and Great Wall Motor of Good Cat series, which developed the national car Wuling Hong Guang mini EV, have not announced the price increase at present. The main reason is that high-end new energy vehicles with a price of more than 300,000 yuan and vehicles with substandard endurance standards, such as A00 series vehicles, are not covered by subsidies, so they are not affected.

The second reason is the visible cost pressure brought by the surge of upstream raw materials in 20021year. As the most important part of new energy vehicles, the cost of power batteries accounts for 30%~40% of the total cost of new energy vehicles, which directly leads to a sharp rise in the prices of power batteries and raw materials, which will inevitably lead to a sharp rise in the cost of new energy vehicles at the terminal. Before 202 1, terminal car companies had absolute advantages over parts suppliers in terms of industrial chain status and discourse power, so they had requirements in terms of cost, which might lower the gross profit margin of parts suppliers. Even the core component, the power battery, has accepted the annual cost reduction of about 10% in the past few years.

However, this trend of price reduction ushered in a change of 202 1. Among the two most mainstream routes of power batteries, the price of lithium ferrous phosphate (power type) rose from 40,000 yuan/ton at the beginning of the year to 202 1. 1.077.5 yuan/ton at the end of the year, with an increase of as high as 1.077. The prices of the three most commonly used types of ternary materials, 523, 622 and 865,438+065,438+0, rose from 123 at the beginning of the year, 500 yuan/ton, 145, 500 yuan/ton and17 million yuan/ton at the end of the year respectively. This also makes the price of power battery not fall but rise at 202 1.

Take the lithium iron phosphate battery that caught fire this year as an example. Under normal circumstances, 1Gwh battery needs about 2200-2500 tons of lithium ferrous phosphate cathode material. According to the charging capacity of a new energy vehicle, the power battery of 1GWH can meet the demand of 20,000 new energy vehicles. Therefore, a car will consume 0. 1 1 ton to 0. 125 ton of lithium iron phosphate cathode material. According to its increase 177.5%, the cost of each vehicle will increase by about 7000 yuan. Of course, this cost is different from the previous cost increase caused by subsidies for slope retreat. The cost of subsidizing the slope retreat will all be borne by the terminal car companies, and this cost cannot be completely transmitted.

What is the impact after the price increase of terminal car companies?

The most direct impact of the collective price increase of new energy vehicle terminal car enterprises is that it will lead to the callback of new energy vehicle sales. In 20021year, except February, which was disturbed by the Spring Festival, the monthly sales volume has been in a trend of sustained high-speed growth since the second quarter, with the annual sales volume reaching 3.545 million vehicles, up by 1.6 times year-on-year, and the penetration rate is close to 15%.

The continuous growth of sales volume is based on the gradual recognition of new energy vehicles in the market, especially in the field of new energy vehicles today. The energy supplement system has not fully met the needs of consumers, and mileage anxiety and security risks still exist. Therefore, the sudden price increase of new energy vehicles that rely on lower price, higher intelligence and green brand troika to improve their cost performance will undoubtedly have a certain impact on terminal sales, which has been reflected in the order volume of some car companies. Further data proves that it will be verified after the sales of new energy vehicles come out in June 5438+ 10, and will continue to closely track the monthly output, sales volume, orders and other data of major new energy vehicles and analyze them with you in time.

In addition, hybrid vehicles are also expected to usher in a wave of high prosperity, and there have been some clues in the sales volume of 202 1. Previously, due to the preferential orientation of the new energy subsidy policy, the influence of the double-point policy, and the technical complexity of the hybrid vehicle products themselves, the sales volume and overall growth rate of hybrid vehicles, whether HEV or PHEV, were much lower than those of pure electric vehicles, and terminal car companies did not take it as the key research and development direction. In 20021year, the production and sales of hybrid vehicles reached 598,000 and 600,000 respectively, with the year-on-year growth rates as high as 162.4% and1210.6%, among which BYD, the leader, sold 272,935 plug-in hybrid vehicles, with the year-on-year growth rate of 467.62.

After the subsidy for new energy vehicles is further reduced in 2022, the impact on hybrid vehicles is obviously less than that on pure electric vehicles. Most of the vehicles with recent price increases are pure electric vehicles. Even if the price of plug-in hybrid electric vehicles is increased, the price increase and absolute value are far less than those of pure electric vehicles. Due to technological innovation, the thermal efficiency of the engine has been improved, and hybrid electric vehicles can solve the mileage anxiety and energy replenishment problems of consumers. Hybrid vehicles may become the dark horse of new energy vehicle sales in 2022.

What impact will the price increase of new energy vehicles have? 2 With the further decline of subsidies for new energy vehicles in 2022, under the trend of industries and policies, many new energy vehicles have increased their prices. Up to now, many new energy automobile brands, including Tesla, Tucki, Nezha, Guangzhou Automobile Ai 'an and Zero Run, have announced that they will raise the prices of some of their models. BYD, which has been "on hold" before, has also recently released the Notes on Vehicle Price Adjustment.

According to the released statement, BYD will adjust its official guidance price of new energy vehicles related to Chaowang.com and Dayang.com, with the range of 1.00-7000 yuan. This price adjustment will take effect on February 65, 438+0. Of course, customers who have signed contracts before this will not be affected by this price adjustment.

On the last day of 20021,the Ministry of Finance and other four ministries and commissions issued the Notice on the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles in 2022, clarifying that the subsidy standard for new energy vehicles in 2022 will be reduced by 30% on the basis of 202 1, taking into account the development planning of new energy vehicle industry, market sales trends, smooth transition of enterprises and other factors. In 2022, the subsidy policy for purchasing new energy vehicles will be terminated on 65438+February 3 1 day in 2022, and vehicles licensed after 65438+February 3 1 day in 2022 will no longer receive subsidies. Subsidies are also the main reason for the price increase of major new energy automobile brands.

As mentioned earlier, before BYD announced the price increase, several new energy vehicle brands announced the price increase. The first to bear the brunt is Tesla. On the day when the subsidy policy was promulgated, it was announced that the prices of rear-wheel drive versions of Model 3 and Model Y were raised by 65,438 yuan and 26,5438 yuan respectively. In contrast, this time BYD's starting price 1000, and the price increase ceiling of 7000 is still relatively conscience.

As a leading domestic new energy car company, it is actually a matter of time before BYD's new energy products increase in price, not to mention that this price increase is caused by the industrial and policy environment, and all new energy brands choose to increase prices without exception; In addition, the price of raw materials for new energy vehicles has also increased. In the past year, the cost of power batteries has soared. For example, the prices of metals such as nickel and lithium needed for power batteries have doubled.

According to the data of China Automotive Power Battery Industry Innovation Alliance, from June 2020 to the end of 202 1, the cost of 523 ternary battery rose from 0.52 yuan per watt-hour to 0.77 yuan, with an increase of 48.1%; The cost of lithium iron phosphate battery increased from 0.47 yuan to 0.66 yuan, up by 40.4%; Not only is the cost of power batteries increasing, but now the world is still in a situation of chip shortage. According to the current situation, the problem of "lack of core" cannot be alleviated in a short time. Choosing to raise prices may also be a measure for new energy car companies to solve the contradiction between supply and demand.

So who will bear the reduced subsidies? Obviously, car companies will not be willing to pay for themselves. In the end, all the necessities will be transferred to consumers themselves. However, this phenomenon is not accidental. In fact, the subsidy notice for new energy vehicles issued in April last year clearly mentioned that new energy products have a trend of price increase. In other words, unlike the traditional way of price increase in the fuel vehicle market, the price increase of new energy vehicles is not man-made behavior in the market, but is influenced by the industry environment.

However, at the same time, the premium of new energy vehicles began to increase. At present, the exclusive new energy vehicle insurance is initiated by 12 insurance companies. After the listing of exclusive new energy auto insurance, the premiums of various automobile brands and models have increased to varying degrees. The most exaggerated thing is that Tesla's premium has tripled to 654.38+0.8 million. This high premium alone has discouraged many people who want to buy new energy vehicles.

With the subsidy policy entering the last year, various preferential policies for new energy vehicles are gradually decreasing, which means that new energy products will no longer have strong external support in the future and need to enter the market by the industry itself. However, the price of raw materials for new energy products has soared, and the chip shortage crisis has not been lifted. Can new energy vehicles continue the previous sales growth momentum? It's hard to say.

What impact will the price increase of new energy vehicles have? 3 On June 65438+1October 1 1 day in 2022, the Passenger Association released the annual sales data of new energy passenger cars in May 2026. According to statistics, from June 65438 to February, the total wholesale volume of new energy vehicles in China reached 33 1.2 million, an increase of 65438 vehicles. The total retail sales amounted to 2.989 million vehicles, up 169. 1% year-on-year. In sharp contrast to the "double hundred" growth of the new energy vehicle market, the total wholesale volume of fuel vehicles in 20021year was177,900, down 4% year-on-year; The total retail sales amounted to 65,438+0,765,438+0.6 million vehicles, down 6% year-on-year. It can be said that the market trends of the two are obviously different. With more and more consumers paying attention to and choosing new energy vehicles, the pace of domestic passenger car market's transformation to "electrification" will inevitably be faster and faster in 2022.

Judging from the sales data, the domestic new energy passenger car market showed a thriving scene in the past. However, behind the booming supply and demand, the "price increase tide" of new energy vehicles has quietly struck.

Recently, some media reporters found that many new energy vehicles, including Tesla, Sibeng Automobile, Guangzhou Automobile AION S Plus, and Volkswagen ID.6 CROZZ and ID.4 CROZZ, have announced price increases, among which domestic Model 3 and Model Y have the largest increase, which are 65,438+10,000 yuan and 265,438+10,000 yuan respectively. Guangzhou Automobile AION S Plus followed closely, and the price rose by 7,000 yuan to14,000 yuan. The prices of three models in Tucki have also increased, ranging from 4,300 yuan to 5,900 yuan. Other electric vehicles that have not directly raised prices have also cancelled relevant car purchase discounts. The root cause of this wave of "collective price increase" of car companies is mainly affected by multiple factors such as the decline of policy subsidies, the price increase of power batteries and the shortage of chips.

30% retreat, and new energy subsidies will enter the "countdown" in 2022.

202 11On 30 February, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology and the National Development and Reform Commission jointly issued the Notice on the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles in 2022, which clarified that the subsidy standard for new energy vehicles in 2022 was 2021. At the same time, the document pointed out that in order to maintain the good momentum of the development of the new energy automobile industry, taking into account the factors such as the development plan of the new energy automobile industry, the market sales trend and the smooth transition of enterprises, the new energy automobile purchase subsidy will be terminated on March 12 of the same year in 2022, which means that by the end of this year, the "marathon" of China's new energy automobile subsidy will officially reach the end.

In fact, any policy change will not be groundless, but based on extensive and in-depth market research, especially the new energy automobile industry that helps China realize its dream of becoming a powerful automobile country. It is undeniable that the rapid development of new energy vehicles in China cannot be separated from the strong support of various policies, but at present, these policies have also achieved more than expected results. The development of new energy vehicles in China has initially completed the transformation from policy-led to market-led, and the purchase of new energy vehicles has gradually become the trend of the consumer market. "Subsidy" is no longer the focus of consumers' choice of new energy vehicles. It can be predicted that after the subsidies are completely withdrawn in the future, the overall market prospect of new energy vehicles will remain optimistic and the market share will increase steadily and orderly.

The lack of core continues, resulting in a shortage of new energy vehicles.

Looking back on 20021,"chip shortage" is a common challenge faced by the global automobile market and all automobile companies. According to the authoritative data of AFS, as of February 5, 2002165438+,due to the chip shortage, the cumulative production reduction of China automobile market reached19.82 million, and the cumulative production reduction of global automobile market reached 1065438+.

As we all know, last year, affected by the epidemic, global chip suppliers' output was weak, and OEM manufacturers' demand was strong, which led to the imbalance between supply and demand in the market. In the end, many car companies have fallen into the embarrassing situation of "cooking without rice", and "lack of core" has even become a common heart disease for the top management of major car companies, so there has also been a phenomenon of buying chips at high prices. At the same time, the second-hand car market, which was on fire because of the lack of cores, also became a unique scene in the automobile market last year.

Even now, the global automobile market has not got rid of the negative impact brought by the lack of core. Perhaps the "dark moment" has passed, but the chip tension will continue for a long time. In addition, compared with the past, the number of chips used in cars, especially new energy vehicles, has doubled, which also increases the manufacturing cost of cars. Therefore, even if the normal supply of chips can be restored, the price increase of new energy vehicles is still a reasonable development trend.

As the price of raw materials rises, so does the cost of power batteries.

In addition to the shortage of chips, insufficient production capacity and rising prices in the field of raw materials for power batteries are also important factors leading to higher terminal prices of new energy vehicles. Take lithium carbonate, the main material in power batteries, as an example. At the beginning of 20021,the average price of battery-grade lithium carbonate was only 50,000 yuan/ton, and recently it rose to 290,000 yuan/ton, with an increase of 480% in just one year. From April to June, 2020, the price of cobalt rose from less than 240,000 yuan/ton to 380,000 yuan/ton, an increase of nearly 60%. In addition, according to published data, compared with Q4 in 2020, Q3 in 20021year provided battery-related raw materials such as separator, anode and cathode materials and electrolyte, with the highest increase rate exceeding 170%.

Due to the rising price of raw materials and the rising cost of power batteries, in the second half of 20021,BYD announced that the price of battery products increased by 20%, and Tianneng Lithium Battery, Guo Xuan Gaoxin, Peng Hui Energy and other enterprises also issued notification letters to adjust the price of batteries or battery raw materials, and more costs paid by car companies in the manufacturing process were finally reflected in the product price to some extent. For example, on 1 22 October, 65438, BYD officially released the explanation on vehicle price adjustment: due to the sharp increase in raw material prices and the decrease in subsidies for new energy vehicles, BYD will adjust the official guidance prices of new energy vehicles related to Chaowang.com and Haiyang.com by 1000-7000 yuan, and the price adjustment will take effect on1February. According to the current market performance, a number of professional organizations said that it is expected that the continuous increase in the price of domestic power battery products in 2022 will drive the price of vehicle terminals to usher in a new round of increase.

From the perspective of comprehensive policies, hardware and raw materials, it is more appropriate to say that this wave of price increases is not so much intentional as "forced by the situation". It can be predicted that it is an inevitable trend for all kinds of new energy vehicles to start the "price increase mode" in 2022. According to the information disclosed by major domestic automobile companies, at least 12 pure electric new cars will be launched this year, such as SAIC Roewe Weilai and Tucki G9. If there are no accidents, the prices of these new cars will be raised to varying degrees.

Now, the stage of "exchanging time for space" in China new energy passenger car market has passed. Driven by the concept of green consumption and the goal of "double carbon", the market share of new energy vehicles is bound to increase steadily. At the same time, with the countdown of subsidy dividends, the fierce market competition environment will also stimulate automakers to increase investment in technology and product research and development, thus leading the industry to complete the transition from pursuing "quantity" to pursuing "quality".