AutoBeta(AutoBeta.net)03/22 Report--

New energy vehicles began to be implemented in China in 2008. Domestic sales of new energy vehicles were less than 20, 000 in 2013, 1.367 million in 2020, and more than 3.5 million in 2021. Domestic production and sales of new energy vehicles have also become the first in the world for seven consecutive years. The sales of new energy vehicles continue to be hot this year. It is worth noting that with the continued popularity of new energy vehicles, there are also many difficulties in the market, such as a number of new energy car companies have raised prices, it is difficult to find hot models, and it is difficult for consumers to pick up cars.

Since the beginning of this year, due to the decline of subsidies for new energy vehicles and the sharp rise in the price of raw materials upstream of batteries, new energy vehicle companies are facing huge cost pressure, and car companies have successively raised the prices of their vehicles. According to previous reports and statistics of the automobile industry, prices have been announced since March, including Tesla, BYD, Chery New Energy, Xiaopeng Automobile, and so on. Depending on the type of vehicle, vehicle prices generally range from 3000 yuan to more than 10,000 yuan. However, the price increase does not hinder the continued popularity of new energy vehicles, among which Tesla raised the price three times in eight days. Although Tesla substantially raised the price of the model three times, the sales stores are still sold out.

Affected by factors such as chip supply and limited production capacity, new energy vehicles are difficult to deliver and popular models are difficult to find, and prospective owners who have been ordered before the price increase have also become more valuable at this time. For example, some would-be car owners directly increase prices on the used car trading platform to transfer their new energy vehicles.

According to the CCTV financial report, in the new energy vehicle market, because some car owners anticipate the rise in the price of new energy vehicles, some car owners even place orders for multiple new energy vehicles at one time, lock in the discount and then resell the order targets on hand, and the resale cost amounts to tens of thousands of yuan. A Changsha car owner who is reselling an order for Tesla's Model 3 said he placed an order for Model 3 at the end of last year and could pick up the car in nearly two days, but had to pay a 10, 000 transfer fee, CCTV Finance said in a report. In addition, a second-hand car dealer in Wenzhou, Zhejiang, said: "at present, it takes three or four months to order a new car, but if you buy it from him, take a rear-wheel drive Model Y as an example, you can pick up the car in the past few days, which is 18900 yuan lower than the current official price." In addition, when searching for resale of new energy vehicle orders on a second-hand platform, popular brands such as Tesla, Xiaopeng, and Nezha are all on sale. The transfer fee charged by the platform will be determined according to the pick-up time. The earlier the pick-up time, the higher the transfer fee. Some transfer fees are even as high as more than 10,000 yuan.

However, the resale and price increase of new energy vehicles is explicitly prohibited by manufacturers, and some salespeople said that the enterprise clearly informed that the owner of the vehicle must be consistent with the order, and the transfer order is an illegal operation. The sale of a store of a new energy car brand in Beijing said that the transfer order was unfair, and once both parties were found to be disqualified for the order, the 1000 yuan deposit was also invalidated.

In addition, some new energy car companies have preferential policies on charging, electricity replacement and warranty for the first car owners in their sales. once consumers increase the price to buy transferred new car orders, they may not be able to enjoy these benefits, according to industry insiders. There is a big difference in service security between some new energy vehicles and used cars, so there will be a significant discount after changing hands. In addition to the transfer of the order, if it is the transfer of ownership after the license, there will be the risk of second-hand car disposal explanation, consumers should be more cautious.

On March 16, the Big V "Han Chao" exposed a Tesla's "no resale commitment letter". Then Tesla confirmed the authenticity of the "no resale commitment letter" and said that customers who normally place orders to buy vehicles will not be affected. According to the "letter of non-resale commitment", car owners who place one or more cumulative orders to buy more than one Tesla vehicles are required to sign the commitment letter and promise not to resell it to a third party within one year, and violators will pay a penalty of 20% of the vehicle fare. Otherwise, Tesla has the right to restrict services such as changing the bound account of the defaulted vehicle and super charging. To put it simply, the "letter of non-resale commitment" is aimed at people who buy more than one car at a time or in a year, or to prevent scalpers from booking cars for resale.

Combined with the rapid growth of new energy vehicle sales and market performance, new energy vehicles have been resold by tens of thousands of yuan and popular models such as "one car is difficult to get". The main reason is related to the current development of the whole new energy vehicle industry, the most important of which is the sharp rise in the price of raw materials for power batteries of new energy vehicles and the shortage of battery supply. Previous data show that the average price of battery-grade lithium carbonate has risen from 50, 000 yuan per ton to 500000 yuan per ton in only one year, and the prices of nickel and cobalt have also risen significantly at the same time. For example, the price of cobalt has risen from less than 300000 yuan per ton at the beginning of last year to more than 560000 yuan per ton. In addition, on March 21, the industry leader Ningde era also said that due to the sharp rise in upstream raw material prices, Ningde era has dynamically adjusted the prices of some battery products accordingly. As for some new energy models, "one car is difficult to demand" is related to the imbalance between supply and demand, rising prices of raw materials and other factors, of course, because the production capacity of different car companies is different from the supply chain sales network, some car companies say they can pick up the car immediately.

In response to the problem of price increases, industry insiders pointed out that this year, the domestic car supply side is still facing the pressure of resources and production capacity, and it is difficult to ease the problem of lifting cars in the short term. Cui Dongshu, secretary general of the Federation of passengers, said that the price increase in March was actually a lock on supply in the second quarter after the battery prices in the first quarter were negotiated. It is expected that the problem of price increase will be improved after the second quarter, but the car delivery problem is still difficult to alleviate in the current state.

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