html After November 31, the "national subsidy" policy for new energy vehicle will be terminated, which means that the cost of most new energy vehicle will increase by several thousand to tens of thousands of yuan starting from the year. Therefore, including BYD , many car companies have foreseen the price increase next year, but the EQ series of Mercedes-Benz , Ford Electric Horse, Tesla, etc. have successively lowered. So why did they not rise but fell? Is it worth buying?
First look at the Mercedes-Benz EQ series. The official decline is between 50,000 and 237,600 yuan, which is really a big drop. Are you a little moved? Don’t worry, first look at the price after the price reduction. The starting price of Mercedes-Benz EQE starts at 478,000, and the Mercedes-Benz EQS starts at 845,000, and the price is still high. Even after the price reduction, the price of the Mercedes-Benz EQ series is above 300,000 yuan, which itself does not meet the requirements of the 2022 new energy vehicle promotion and application fiscal subsidy policy . Therefore, the cancellation of the subsidy policy next year will have no impact on it. The reason for the price reduction of
Mercedes-Benz EQ series is that its own pricing is relatively high, leaving room for price reduction. On the other hand, we take advantage of the market heat of the "national subsidy" countdown to increase our attention. After all, when consumers consider high-end new energy vehicles, Mercedes-Benz EQ series is not the first choice.
The author believes that the brand premium still accounts for a higher proportion of the price of the Mercedes-Benz EQ series, but the brand premium in the fuel vehicle market still needs to be questioned whether it is still applicable to new energy vehicles. After all, you can already buy top domestic new energy vehicles with the world's leading level for more than 400,000 yuan. So if you don’t have a special liking for the Mercedes-Benz Trident, it is recommended to look at more domestic models.
The official reduction of Ford Electric Horse is between 20,000 and 28,000 yuan, and the price after the price adjustment is 249,900-369,900 yuan. As a mid-size pure electric SUV, the price of Ford Electric Horse is not very high, and its configuration is also quite mainstream. The reason for the price reduction is actually a kind of helplessness of the joint venture pure electric vehicle model.
has been overtaken by Chinese brands because of the late start of electrification. In the new energy market, both the brand reputation and the richness of products are behind Chinese brands.
In the market, compared with the hard-to-find domestic new energy vehicles, the sales of joint venture pure electric vehicles are not optimistic. Even if there is no official reduction in Honda e:N series models, the Ariya of Nissan has a terminal discount of tens of thousands of yuan. It is difficult to sell cars, so you can only choose to lower the price. Now it is the turn of joint venture brands to exchange prices for the market. For consumers, if they think the price is appropriate and want to pick up their car as soon as possible, then the joint venture of new energy can actually be considered.
Tesla is quite special. It does not lack popularity in the new energy market, but it has been price cuts for several consecutive rounds. First in September, Tesla announced that it would provide an insurance subsidy of 8,000 yuan for domestic Tesla Model 3 and Model Y car owners delivered from September 16 to September 30. Then on October 24, Tesla officially announced the price reduction of the entire series, and the prices of Tesla models on sale in mainland China, Model 3 and Model Y were reduced by 14,000 to 37,000 yuan. Recently, Tesla has launched a discount on current cars. From now until December 31, 2022, users will enjoy an additional 6,000 yuan subsidy when purchasing a qualified Tesla vehicle and completing delivery.
It is worth noting that very few people can make profits among new energy vehicle companies, but Tesla's net profit of bicycles is as high as US$9,570. If other car companies have to cut prices, Tesla has truly grasped the right to speak for pricing in the context of high profit margins.
Simply put, Tesla's price cut is to improve sales. At the beginning of the year, Musk set a goal of 1.5 million vehicles for Tesla, but in the first three quarters, Tesla's global sales were only 930,000 vehicles. Although it is almost impossible to achieve the all-round goal, if the Q4 sales target can be achieved, it will also boost Tesla's stock price .
So is Tesla worth buying now? First of all, Tesla's discounts this round are only for existing cars that can be delivered before December 31, which means that users with personalized options may not be able to meet them. Of course, if Tesla delivery conditions can be accepted, it is still very cost-effective to buy it now.
However, according to other news, a new Model 3 will be launched next year, and an integrated casting technology similar to Model Y will be adopted to reduce the number of parts of the entire vehicle and thus reduce production costs. This means that Model 3 still has more room for price reduction in the year.
Red dot observation
In the final stage of the countdown to the "national subsidy" of new energy, a few joint venture car companies chose to lower prices, which actually had little impact on the overall market. According to data from the China Passenger Car Association, the retail share of mainstream independent brand new energy vehicles reached 70.3% in November, with increasing by 8 percentage points year-on-year compared with ; the share of joint venture brand new energy vehicles was 4.2%, a year-on-year decrease of 2.5%; Tesla's share was 10.5%, an increase of 2.1%. It can be seen that for most consumers, independent brand new energy products are the first choice.
