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Perhaps soon, the new power of car-building will join the rising price of new energy vehicles. "2022 ES8, ES6 and EC6,2022 models are expected to be released in late May this year, which will make major upgrades to smart hardware, and prices of upgraded models and batteries are expected to increase," the company said on the morning of March 26th. At the same time, NIO also said: "it has not yet been decided whether to raise the price of the models on sale."

In the 2021 earnings conference call held yesterday, when Li Bin, CEO of Lulai, was asked whether he would "raise the price", Li Bin also said bluntly that there were no plans to raise the price at present. Li Bin said: "from the third and fourth quarters of last year to this year, the cost of raw materials upstream of the battery has indeed increased a lot, and our entire industry chain has to share the upward pressure together." At present, we have not raised the price yet, but we will have some annual product improvement plans this year. At that time, we will judge our price policy and price strategy according to the market price and the price of raw materials. At present, we have no idea of raising the price of our products. "

In response to Li Bin's reply, Xilai said in its latest statement: "the recent price increases in electric car companies are due to a dramatic rise in the price of international raw materials, mainly batteries, and a shortage of chips, which has significantly increased the cost of the entire supply chain. NIO has not yet decided whether to raise the prices of the five models on sale and will make a dynamic decision according to the development of the situation. "

Due to the sharp rise in raw material prices and the continued impact of the decline in subsidies for new energy vehicles, since the beginning of March, a number of car companies, including Tesla, BYD, Xiaopeng Automobile, Nawei Automobile, Zero running Automobile, Weima Automobile, Great Wall Euler, Chery New Energy, Geely Geometry, ideal Automobile and Wuling Automobile, have announced price increases one after another, while almost all new energy vehicles have reached a consensus on price increases. On the other hand, Xilai said it would not raise its price. On March 18, a netizen revealed that Qin Lihong, co-founder and president of Lulai Automobile, commented on his personal moments: "NIO will not raise prices." Then Qin Lihong responded: NIO does not raise prices, at least not yet. Xilai previously said that price stability is good for users and the market, and that it has no plans to raise prices in the short term. At present, the cost of the whole supply chain has changed greatly because of the international raw material price and the supply and demand of chips. Xilai Motor will also make flexible decisions according to changes in the objective environment.

Up to now, NIO Automobile is the only brand among the three Musketeers, the new power of domestic car-building (the other two are Xiaopeng car and ideal car) that have not increased their prices.

On the evening of March 18, Xiaopeng Automobile, a new force in car building, announced on its official account that the price of Xiaopeng car would be raised at 00:00 on March 21. On March 21, the prices of Xiaopeng's three models increased across the board, ranging from 1.01 to 20000 yuan. According to Xiaopeng's official website, after the price increase, the price range of Xiaopeng G3i model is 16.89-203900 yuan, and that of Xiaopeng P5 model is 17.79-242900 yuan. The price range of Xiaopeng P7 model is 23.99-429900 yuan.

Ideal car announced a price increase on March 23. Ideal car's official Weibo said: affected by the continuous sharp rise in upstream raw materials, ideal car will adjust the ideal ONE price from April 1, 2022, and the national unified retail price will be raised from the current 338000 yuan to 349800 yuan, an increase of 11800 yuan. Users who previously paid the deposit through the ideal car App, the ideal car website and the ideal car retail center will not be affected by this price adjustment.

According to data, Lvlai was founded in November 2014, and founder Li Bin successfully listed on the New York Stock Exchange on September 12, 2018, becoming the first start-up in China to go public. Subsequently, ideal car and Xiaopeng Motor also landed in the US capital market. In 2021, Xiaopeng Motor and ideal Motor have returned to Hong Kong stocks one after another. On March 10, 2022, Xilai Motor was officially listed on the main board of the Hong Kong Stock Exchange with an opening price of HK $160. the market capitalization of Hong Kong shares reached HK $267.041 billion (about RMB 215.769 billion). Since then, the three new car-making forces have gathered in Hong Kong.

The automotive industry is concerned about through the official website of Lulai Automobile, there are three models on sale at present, namely, ES8, ES6 and EC6. Three new models will be launched this year, including ET7, ET5 and ES7, among which the flagship sedan located by Xilai ET7 will be delivered on March 28th of this month. After the launch of the standard BMW7;ET5 positioning medium-sized luxury car, the positioning is lower than ET7, and the pre-subsidy price is 328000 yuan and 386000 yuan, respectively. It is expected to be officially delivered in September 2022, and will compete with Tesla Model 3, Xiaopeng P7 and ZEEKR 001 after listing. Another brand-new model ES7 positioning big five-seat pure electric SUV, between ES6 and ES8, when the new car launch will be the standard BMW X5L. After the launch of the three new models of Xilai Automobile, it will become the one with the largest number of products among the new power brands.

In terms of business, in 2021, the operating income of Xilai was 36.14 billion yuan, and the net loss narrowed to 4.02 billion yuan, down 24.3% from the same period last year; the gross profit margin of the whole vehicle reached 20.1%. Among them, the gross profit margin of Q4 NIO reached 20.9% in 2021, Li Bin said, because the increase in bicycle sales revenue and the cost optimization brought about by the use of 75-degree ternary iron lithium battery pack contributed to the increase in vehicle gross profit margin in the fourth quarter of last year. In terms of sales volume, a total of 91429 vehicles were delivered in 2021, of which 41474, 29905 and 20050 were delivered by ES6, EC6 and ES8 respectively in 2021.

From January to February this year, Xilai delivered a total of 15783 vehicles (9652 in January and 6131 in February), lagging behind ideal cars and Xiaopeng cars. According to the 2021 results, it is expected to deliver 25000-26000 new cars in the first quarter of 2022, implying that it needs to deliver about 10, 000 new cars in March.

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