According to the domestic refined oil price adjustment rules, a new round of refined oil retail price limit adjustment window will open at 24:00 on January 3, 2023. As of December 27, the sixth working day, with reference to the crude oil change rate of 4.87%, it is predicted that gasoline and diesel prices will increase by 275 yuan/ton, or 0.21-0.24 yuan/liter after conversion. The 40 cents that fell last week has now increased by half. If calculated according to this calculation, it will cost about 10.5-12 yuan more to fill up a 50L fuel tank.
The price adjustment date (24:00 on January 3) is getting closer and closer, and a reduction is no longer possible. Oil prices will usher in the "first price increase" in 2023, and car enthusiasts can refuel in advance.
In order to seize the last wave of policy bonus , as the "national subsidy" enters the countdown, a number of new energy vehicle companies have launched an unprecedented limited-time guaranteed price promotion war. According to incomplete statistics, since November, more than 20 car companies have successively launched limited-time price guarantee policies: some car companies have adopted the method of "locking in orders before the year and paying a deposit, and enjoying state subsidies in 2022", while others have launched a combined plan of "price guarantee during the year + price increase after the year". Among them, BYD , which has already achieved its annual sales target of 1.5 million units ahead of schedule, took the lead in firing the "first shot" of price increase.
In the price increase statements of various car companies, "the new energy vehicle purchase subsidy policy will terminate on December 31, 2022, and the country will no longer provide subsidies for vehicles registered thereafter" and "the prices of major raw materials such as batteries continue to rise significantly" are the two necessary reasons. In recent years, the continuously rising sales of new energy vehicles have directly driven the growth of lithium battery installations. However, the explosive growth of terminal demand has caused the price of lithium materials, an important raw material for vehicle power batteries , to soar. From the price depression of 41,000 yuan/ton in June 2020 to the high price of 537,500 yuan/ton on October 18, 2022, the price of battery-grade lithium carbonate has increased more than 12 times, and has increased more than 8 times from the beginning of last year.
According to the analysis of Cui Dongshu, secretary-general of the Passenger Car Association, the net profit margin of the lithium business of leading companies this year is around 70%, the profit margin of power battery companies is around 8%, but the profit margin of vehicle companies is only around 5%. Obviously, the rising prices of raw materials are directly squeezing the profits of car companies. Therefore, in the context of the withdrawal of "state subsidies", entering 2023, I am afraid that more new energy vehicle companies will join the price increase camp.
WM Motor, once one of the "Four Little Dragons" of new car-making forces, is living in a "lack of money" dilemma. From increasing losses to internal salary cuts, from power lock-in turmoil to declining sales, coupled with IPO obstacles and patent compensation... WM Motor has been experiencing an extremely harsh winter, but the misfortune did not end there.
Recently, the non-litigation preservation review rulings between Anji Zhixing Logistics Co., Ltd., WM New Energy Vehicle Sales (Shanghai) Co., Ltd., and WM Motor Technology Group Co., Ltd. were made public. The document shows that the applicant Anji Zhixing Logistics Company requested the court to seize and freeze property worth 76.52 million yuan of the respondent Weimar and its two companies. The court held that the application of Anji Zhixing Logistics Company complied with legal provisions and ruled that it should be implemented.
However, it is worth noting that WM Motor Technology (Sichuan) Co., Ltd. has recently undergone a number of industrial and commercial changes, with its registered capital increased from 170 million yuan to 520 million yuan, legal representative , executive director, and manager changed from Shen Hui to He Wei, and Mianyang Anzhou Investment Holding Group Co., Ltd. became the company's new shareholder.I wonder if the support from state-owned assets will bring a new situation to WM Motor?
On December 21, GAC Toyota’s fifth new energy vehicle plant was officially put into production, with an annual production capacity of 200,000 vehicles. Then on December 26, GAC Toyota officially reached the milestone of annual production of 1 million units. Recently, domestic media have exposed the production plan of the fifth factory. The 200,000 new cars in the new factory will all be new energy products. In addition to the already confirmed pure electric medium-sized SUV bZ4X, there will also be new SUV and MPV models.
According to Toyota ’s recent product planning, the SUV model may be the Grand Highlander (大 Highlander ) which will be launched in February next year. The MPV model is still relatively mysterious because Toyota does not have a pure electric MPV product in its plans. In addition, GAC Toyota's sixth factory may also be planned, with construction expected to start in 2023 and officially put into production in 2025.
5. The Land Rover Defender Special Edition starts at 898,000, and the 130 pre-sale starts at 1.198 million
2023 marks the 75th anniversary of the birth of the Land Rover brand. To celebrate this milestone, Land Rover launched the Defender 75th Anniversary Legend Edition. The two models are priced at 898,000 yuan and 958,000 yuan respectively. This car continues the design of the regular version and introduces the iconic Grasmere Green to commemorate the Land Rover Series I model launched in 1948.
At the same time, the Defender 130 has also started pre-sales, offering two model versions with optional extended brightness kits and off-road kits, with a pre-sale price of 1.198 million yuan. The new car can be regarded as an extended version of the 110, with a length of 5100mm and a wheelbase of 3022mm. The car adopts a 2+3+3 eight-seat layout. It is powered by a 3.0T six-cylinder dual-supercharged engine + 48V mild hybrid power combination.
6. Xingtu Yaoguang made its debut and opened blind ordering
Xingtu Yaoguang officially debuted and opened blind ordering, with a price range of 170,000-220,000 yuan. The new car is built based on the Xingtu M3X Mars Architecture 2.0, with a length of 4781mm and a wheelbase of 2815mm. It is positioned as a medium-sized SUV. In terms of appearance, the borderless grille, through-type LED light strips and dot matrix light groups in the fog lamp areas on both sides increase the recognition of the vehicle. From the side of the body, it adopts a sporty coupe SUV shape. The rear of the car uses a large number of horizontal lines, and the through-type taillights further stretch the visual width of the rear.
has a simple and stylish interior design, equipped with a 24.6-inch curved dual screen, built-in Qualcomm 8155 smart cockpit chip and Horizon J3 assisted driving chip, and supports WHUD, ARHUD, 50W mobile phone charging and other functions. It is powered by a 2.0T engine and matched with a 7-speed dual-clutch gearbox.
7. Weilai will sell more than Lexus next year
NIO founder and chairman Li Bin said in an exclusive media interview on NIO Day 2022 that 2023 is the year when the sales of the second-generation platform will be released. Three new cars will be released next year. It is expected that the overall sales potential of the second-generation platform will be seen in the fourth quarter of next year. The current internal sales target for next year is to exceed the sales of Lexus fuel vehicles. NIO President Qin Lihong said that there is “little pressure” to achieve this goal.
Data shows that from January to November this year, NIO delivered a total of 106,700 new cars. Lexus's performance has declined this year, with cumulative sales of 168,600 units from January to November. There is a gap of more than 60,000 vehicles between the two. Judging from Lexus' sales volume of 227,000 vehicles in the Chinese market in 2021, NIO's sales will reach at least 19,000 vehicles per month. NIO has a clear advantage among its competitors at the same level and has also attracted a large number of loyal fans. As for whether Li Bin's statement that "next year's sales will definitely exceed the sales of Lexus fuel vehicles" can be achieved, we might as well wait and see.
8. With two-door and four-seater layout, Geely Panda Mini is about to debut
We learned from the official that Geely Panda Mini will be unveiled at the Guangzhou Auto Show, which will open on December 30. As a brand new micro electric car, the new car is small and cute in shape, and it is even more adorable with its round headlights. In terms of size, the car has a length of 3065mm, a wheelbase of 2015mm, and a two-door and four-seater layout. The application information shows that the car will be equipped with a 30kW motor and a lithium iron phosphate battery provided by Guoxuan Hi-Tech. The pure electric cruising range is about 200 kilometers.
The mini pure electric vehicle market segment has become another strategic goal of various car companies. As for whether Geely Panda Mini can gain market recognition, it still depends on whether it can match the price range accepted by consumers.
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