AutoBeta(AutoBeta.net)03/17 Report--

Only two days later, Tesla announced the price increase again! According to Tesla's Chinese official website, the price of the Model Y rear wheel drive version rose to 316900 yuan from 301840 yuan before, an increase of 15060 yuan.

This is the third time that Tesla has adjusted the price of his model in nearly 8 days. On March 10, the price of Model 3 all-wheel drive high-performance version rose from 339900 yuan to 349900 yuan, Model Y all-wheel drive version increased from 347900 yuan to 357900 yuan now, Model Y all-wheel drive high-performance version rose from 387900 yuan to 397,900 yuan, and the prices of the three models all increased by 10 million yuan. On March 15th, the rear wheel drive of Model 3 rose from 265652 yuan to 279900 yuan, an increase of 14248 yuan. The price of Model 3 all-wheel drive high-performance version rose from 349900 yuan to 367900 yuan, and the price of Model Y all-wheel drive version increased from 357900 yuan to 375900 yuan. The prices of both models increased by 18000 yuan. In addition, the Model Y all-wheel drive high-performance version rose from 397900 yuan to 417900 yuan, an increase of 20000 yuan over the previous price. It is worth mentioning that the two price increases are not related to the Model Y rear-wheel drive version, so the official announcement of the price increase is also expected.

In addition to Tesla, Chery New Energy also announced today an increase in the prices of its Little Ant and QQ ice cream models, ranging from 3000 to 7100 yuan. In addition, according to industry reports, Xiaopeng will also raise prices on Sunday, including 20,000 yuan for Xiaopeng P7 and 10,000 yuan for Xiaopeng P5. In response to the relevant reports, the person in charge of Xiaopeng Automobile said that he had not received this information at present, and the follow-up news from the official website or app side shall prevail.

The exuberant demand of terminals not only tightens the production capacity of power battery enterprises, but also usheres in a high bearing of raw material enterprises in the upper reaches of the industrial chain, which makes the price of battery-related resources soar. According to ifind data, as of March 17, the price of battery-grade lithium carbonate was 476000 yuan / ton, while in January this year, the price of battery-grade lithium carbonate just exceeded 300000 yuan / ton.

It is not only lithium metal, but the spot price of nickel, one of the ternary precursor raw materials, has also risen rapidly since the beginning of this year, rising by more than 15% so far. Similar to power battery companies, many nickel smelters spend the Spring Festival holiday in overtime production, while the price of cobalt, another major battery raw material, has increased by more than 10% this year.

Under the heavy pressure of skyrocketing prices of raw materials, more and more car companies have announced price increases, some even directly announced the suspension of sales. In February this year, Euler Automobile, which claims to know most about women, announced that it would stop selling white and black cats. The brand blamed the shortage of chips and the inability to guarantee production of spare parts, while the CEO of Euler Automobile directly indicated that the most fundamental reason for stopping sales was the sharp rise in the price of raw materials, with a loss of 10,000 yuan per unit sold, and the more losses it made. The announcement of the suspension was the result of necessity. In addition to Euler cars, including BYD, Tesla, and Chery New Energy, they have announced price increases one after another, especially Tesla, which is in the form of direct operation, with three price increases in eight days. According to the current industry situation, more and more car companies will join the camp of price increases in the future.

The automobile industry has concluded that rising oil prices are the best advertisements for electric vehicles, and more and more new energy vehicles are facing price increases. Are new energy vehicles still fragrant? Cui Dongshu, secretary general of the Federation of passengers, said that high oil prices have made many car buyers more inclined to choose new energy vehicles, and some consumers may choose plug-in hybrid or pure electric vehicles when buying fuel vehicles or electric vehicles. Under the background that the whole car market is hit by high oil prices, the choice of new energy vehicles will be relatively increased, and the market share will gradually increase. However, the automobile industry is concerned that the replacement of traditional fuel vehicles by new energy vehicles is a process of growth and decline, rather than a simple trade-off. Recently, the rise in oil prices has indeed brought some pressure to traditional fuel vehicles. It seems that there is a trend that new energy vehicles will accelerate to replace traditional fuel vehicles, but under the background of rising prices of raw materials and shortage of chips, new energy vehicles also face tremendous pressure. The game between new energy vehicles and traditional fuel vehicles is far more complicated than the market imagines, even if new energy vehicles overcome resistance in the future. It is also a long process to replace traditional oil vehicles. Of course, in the short term, the rise in oil prices has indeed shaken some consumers' idea of switching to new energy vehicles, but the rise in the price of new energy vehicles also makes consumers wait and see.

According to the National Development and Reform Commission, a new round of price adjustment window for oil products will open at 24:00 on March 17. According to the national average, 92 gasoline is increased by 0.59 yuan per liter; 95 gasoline is increased by 0.62 yuan per liter; according to the estimated 50L fuel tank capacity of ordinary household cars, filling a box of 92 gasoline will cost 29.5 yuan more. After the price increase, 98 gasoline in various regions has also entered the 10 yuan / liter mark, while 95 gasoline has also entered the 9 yuan / liter mark.

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