For the first time, Tesla announced a price cut, which caused a lot of waves. Car brands including Ford, Wenjie, Xiaopeng and Mercedes-Benz were forced to lower prices. However, unexpectedly, this time, BYD was abnormal. Not only did it not reduce the price, it announced a price increase. This wave of operation made many people unable to understand.
days ago, BYD announced that according to the national series of policies and plans for the development of new energy vehicles, the new energy vehicle purchase subsidy policy will be terminated on December 31, 2022. After that, the state will no longer provide subsidies for vehicles registered. The existing subsidy amount is: 4,800 yuan per unit of plug-in hybrid vehicles and 12,600 yuan per unit of pure electric vehicles.
At the same time, since the second half of the year, the prices of major raw materials for batteries have risen sharply.
Affected by the above two main factors, BYD Auto will adjust the official guide price of the new energy models related to Dynasty, Ocean and Tengshi , with an increase of between 2,000 yuan and 6,000 yuan. The price adjustment notice for specific models will be released separately.
Customers who pay deposit before January 1, 2023 will not be affected by this price adjustment.
First, through the announcement, we can actually see the clues. The cost of new energy vehicles is very closely related to the supply chain, especially in terms of battery raw materials, and large changes in prices occur from time to time.
According to data released by Shanghai Ganglian , battery-grade lithium carbonate rose by 2,000 yuan/ton at the end of October, with an average daily quotation of 554,500 yuan/ton. Industrial-grade lithium carbonate rose by 2,000 yuan/ton, with an average daily quotation of 541,000 yuan/ton, both setting record highs. In addition, the price of nickel sulfate is also showing a continuous upward trend driven by high growth on the demand side. Some analysts believe that the price of nickel sulfate will continue to rise before the end of the year.
and this price increase is BYD's third price adjustment this year.
As early as January, BYD adjusted the official guide price of related new energy vehicles, with an increase of between 1,000 and 7,000 yuan. In March, BYD adjusted its price again, with an increase of between 3,000 and 6,000 yuan. Of course, both price increases are related to the continued rise in material prices.
Secondly, from January 1 next year, subsidies for new energy vehicles will be gone, and correspondingly, the prices will rise again.
If the adjustment of the guide price is included, taking BYD pure electric car as an example, you can enjoy a subsidy of 12,600 yuan before. However, if you buy a car next year, you will not mention this subsidy. The guide price will be raised by up to 6,000 yuan. If you calculate it inside and outside, you will spend an additional 18,600 yuan. In this case, many users who want to buy BYD will inevitably place an order in advance to obtain the final benefit and avoid spending more money.
In fact, there is a phenomenon of year-end increase in the automotive industry. For example, in October, Tesla announced that Tesla in mainland China was selling all models of Model 3 and Model Y, with a price reduction of 14,000 to 37,000 yuan, and since then, orders have increased sharply.
and BYD may also need to maintain a certain growth in order volume. Although Wang Chuanfu previously stated that BYD had more than 500,000 units in hand, and the number of backlogs increased month by month, and the orders seemed to be in short supply, there was also a situation where users had run orders because the delivery cycle was too long.
So this time, BYD announced the price increase next year more than a month in advance, and it will inevitably further accumulate orders in more than a month at the end of the year. This will not only increase the order volume in 2022, but also effectively offset the impact of sales after the price increase next year.
Of course, it has to be said that BYD has enough confidence and strength to do so. According to statistics, BYD's new energy vehicle sales in October were 217,800, and increased by 2168.9% year-on-year, compared with 81,000 vehicles in the same period last year. From January to October this year, BYD's new energy vehicle sales were 1.4029 million, and increased by 158.52% year-on-year. This achievement is a height that many car companies cannot reach, and it is enough to show users' trust and recognition of BYD.
In addition, according to statistics, except for BYD and GAC Aion, the current KPI completion rate of other new energy vehicle companies is only 65%. For example, after achieving sales targets of nearly 100,000 vehicles last year, "Wei Xiaoli" set sales targets of 150,000, 250,000 and 200,000 vehicles respectively this year. However, in the first 10 months of this year, the sales volumes of NIO , Xiaopeng and Ideal were 93,000, 104,000 and 97,000 respectively. There is still a big gap between the annual sales target, and it has only been more than a month, so it is probably difficult to achieve the corresponding target. This comparison really makes me feel a bit like the two heavens of ice and fire.
So with the termination of the new energy vehicle purchase subsidy policy, it can be foreseen that the new energy vehicle market will usher in more fierce competition next year. At that time, car companies need to try their best to show their skills and show their true skills, and perhaps they can continue to maintain a certain market share . What will happen then? Let's wait and see.
, that’s all for today. If you have any ideas, please leave a message in the comment area and participate in the discussion together. Remember to follow me, I am Lao Wan, thank you everyone, we will see you tomorrow.
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