AutoBeta(AutoBeta.net)03/18 Report--

On the evening of March 18, Xiaopeng Automobile, the new force of car construction, announced the model price adjustment on its official account. According to the explanation on the model price adjustment released by Xiaopeng Automobile, it is understood that under the influence of the sustained sharp rise in the price of upstream raw materials, Xiaopeng Automobile will adjust the prices of models on sale. The price increase before the subsidy ranges from 10100 yuan to 20, 000 yuan. The price adjustment will take effect from 00:00 on March 21. Before this, users who paid the deposit through official designated channels such as Xiaopeng's APP and official website will not be affected by this price adjustment. According to the official website of Xiaopeng Automobile, the current price range of Xiaopeng G3i is 15.46-193200 yuan, that of Xiaopeng P5 is 16.27-229300 yuan and that of Xiaopeng P7 is 22.42-409900 yuan. According to media reports, Xiaopeng G3i will increase by 1.07-14300 yuan, Xiaopeng P5 by 1.32-15600 yuan, and Xiaopeng P7 by 1.01-20000 yuan. As of press time, Xiaopeng's official website has not been updated and adjusted after the price.

Prior to this, Xiaopeng announced a price increase on January 11 this year, with price increases of between 4300 and 5900 for most models. Among them, the flagship car P7 of Xiaopeng rose 4300-5900 yuan, and the latest subsidized price was 22.42-409900 yuan; the new P5 rose 4800-5400 yuan, and the latest subsidized price was 16.27-229300 yuan; and the SUV G3i model rose 4800-5400 yuan, and the latest subsidized price was 15.46-193200 yuan.

According to public information, Xiaopeng was founded in 2014 and has three models on sale, including Xiaopeng P7, Xiaopeng G3 and Xiaopeng P5. In terms of sales volume, looking back at the past year, Xiaopeng delivered the largest number of new car-building forces in China. In 2021, Xiaopeng delivered a total of 98155 new cars, exceeding the original target of 90, 000. The total number of Xiaopeng cars delivered from January to February this year was 19417, of which 6225 were delivered in February, an increase of 180.0% over the same period last year and a decrease of 51.8% from the previous month.

In addition to Xiaopeng Motor, another new force in car-making, Naha Automobile, has also raised the price of vehicles today.

In the late night of March 17, Naha announced on its official Weibo that it will adjust the prices of its models for sale by 3000 to 5000 yuan. The price adjustment will take effect from today. Previously, users who pay deposits through official channels such as Naga Automobile APP and the official website will not be affected by the price adjustment.

According to the automobile industry's official website, according to the specific model, except for the 400 smooth version, the price of the Naxi U Pro has increased by 5000 yuan, the price of the Naxi V has increased by 3000 yuan, and the price of the Naxi V Pro has increased by 3000 yuan. As for the reasons for the increase in vehicle prices, Naha Automobile officials said it was affected by the rising prices of upstream raw materials and tight supply in the supply chain.

This is also the second time that Nahu has raised vehicle prices so far this year. On January 1 this year, Nahu announced that it would raise the official manufacturer-guided prices of Nahu and Nagv, including 3000-5000 yuan for some models and 2000 yuan for some models.

According to the data, Nashi Automobile was founded in 2014 and officially went on sale on November 16, 2018. On March 21, 2020, the second production car of Naxi was put on the market, which offers two versions of 500km + long range and 400km + standard range, a total of six models, with an official price range of 13.98-199800 yuan after subsidy. On November 3, 2020, the third production model, the Naxi V, was officially put on the market. New car owners play with technology, offering two versions of 401km long range and 301km standard life, a total of four models. On March 21, 2021, the upgraded version of Naxi U Pro was released for pre-sale. Namao U Pro has three models, including a new fire detection version of 610km under integrated operating conditions, with a range of 14-170000 yuan after subsidy.

In terms of sales, relevant data show that the cumulative delivery volume of Naha cars in 2021 was 69674, with more than 10,000 delivered for two consecutive months, an increase of 362% over the same period last year. The latest sales figures show that from January to February this year, the cumulative delivery volume of Nahan cars was 18126, an increase of 332% over the same period last year, of which 7117 were delivered in February, surpassing Xiaopeng and Xilai.

According to the concern of the automobile industry, a number of car companies have announced price increases in recent days, including Tesla, BYD and Chery New Energy, among which Tesla has adjusted the price of models three times in the past eight days. The automobile industry is concerned that the rising prices of new energy vehicles are nothing more than affected by the global shortage of chips and parts, the sustained sharp rise in raw material prices and the decline of subsidies for new energy vehicles. According to previous reports from CCTV Finance, the price of lithium carbonate, one of the raw materials for power batteries, the core component of new energy vehicles, has been rising since the end of 2020. At the end of 2020, the price of lithium carbonate basically remained at around 50,000 yuan per ton. After more than a year, the price of lithium carbonate has risen to 500000 yuan per ton. At present, the prices of lithium, nickel (ternary cathode) and aluminum (structural parts, parts) for new energy vehicles are all at historic highs, especially lithium carbonate, which has risen from 50, 000 yuan per ton to 500000 per ton in just one year. Nickel and cobalt also rose by more than 60%. At the same time, the tight supply of automotive chips around the world has also indirectly led to a rise in the cost and price of car companies. In this environment, the cost of building new energy vehicles has risen sharply, and the price of new energy vehicles has been upside down in the market, with a loss of about 10,000 yuan per car sold. Therefore, the announcement of a price increase for new energy vehicles is also to be expected.

Since the beginning of the year, the companies that have announced price increases for new energy vehicles in the automotive industry include Tesla, Xiaopeng Automobile, Naga Automobile, Guangzhou Automobile Eian, Feifan Automobile, BYD, Eula Automobile, SAIC General Motors Wuling, Volkswagen, Zero running cars, Polar Krypton, Geometry, Ford, Weimar, Roewe and other brands, involving nearly 40 models, almost including most of the mainstream new energy vehicles in the market. The increase in vehicles ranges from thousands of yuan to tens of thousands of yuan. With regard to the recent price increases announced by car companies, Cui Dongshu, secretary general of the Federation of passengers, said: "the rise in raw material prices has indeed had a greater impact on the new energy vehicle market, but the terminal consumer demand for new energy vehicles has not changed. Therefore, short-term price fluctuations will not have a significant impact on this year's sales target of 5.5 million vehicles. However, the price increase upstream is bound to affect the profits of new energy vehicle companies, and it is expected that the life of new energy vehicle companies will be more difficult this year. "

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