AutoBeta(AutoBeta.net)04/10 Report--

On April 10, Lulai announced on its official Weibo that the prices of several models would rise, following the suspension of production of its entire vehicle on April 9. Affected by the rise in global raw material prices, NIO will make appropriate adjustments to the prices of its products from May 10, 2022: the starting prices of ES8, ES6 and EC6 models will be increased by 10000 yuan, while the starting prices of ET7 and ET5 will remain unchanged, the company said. Select battery rental service, long-term battery pack (100kWh) rental service fee is adjusted to 1680 yuan / month, car users will not be affected by this adjustment. The battery pack is flexibly upgraded to a long-lasting battery pack according to the year, and the price is adjusted to 9800 yuan / year. ES8, ES6, EC6, ET7 deposit or ET5 deposit will be paid before May 9, 2022 (inclusive). Car purchase price and battery rental service fee will not be affected by this adjustment.

The automobile industry is concerned about from the official website of Lulai Automobile. at present, the purchase price of its EC6 model is 368000 yuan; the seven-seat version of ES8 is priced at 468000 yuan, and the six-seat version of ES8 is priced at 476000 yuan. Choose NIO battery rental service, the car price is reduced by 128000 yuan; the purchase price of ES6 is 358000 yuan, and the car price is reduced by 128,000 yuan. After the price adjustment, the starting price of each version of ES8, ES6 and EC6 will be raised by 10000 yuan.

In response to the price increase, many netizens said: "it is difficult to believe that even the price of cabbage has risen by 2022", "the price of raw materials has increased, and the price increase is normal", "the prices of ET7 and ET5 have not changed, but have been very restrained," and "those who have already picked up the car will not be affected." some netizens also asked: "does it mean that ES8, ES6 and EC6 will be listed on May 10?"

In this regard, Li Bin, founder of Xilai Automobile, said bluntly, "Raw materials, especially battery raw materials, have risen too much this year, and there is no downward trend in the near future." I originally wanted to carry it, but the epidemic is even more unbearable, and the price increase is also a last resort. Please understand. "

Earlier, the company announced that it would release 2022 ES8, ES6 and EC6 models in late May, and it responded that "there are no plans to postpone the launch". In other words, although the production of the whole car of Xilai has been suspended, it will not affect the release time of the 2022 new ES8, ES6 and EC6.

On March 25, Li Bin, CEO of Xilai Automobile, was asked whether there would be a "price increase" during the 2021 earnings call. 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. 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. " On March 26, Xilai announced that it is expected to release 2022 ES8/ES6/EC6 models in late May this year. The new model will make major upgrades to the smart hardware, including 8155 chips, 360 look cameras and 5G modules. The performance will be greatly improved, and the price of the upgraded model and battery is expected to increase. In other words, the price increase of the 2022 ES8/ES6/EC6 is due to the improvement of the configuration, while the latest price increase notice issued by Ulai is due to the rise in the price of raw materials, there is no direct relationship between the two, and the 2022 ES8/ES6/EC6 is likely to be adjusted on the basis of May 10.

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. Prior to this, both Xiaopeng and ideal cars have announced price increases. Among them, on the evening of March 18, Xiaopeng announced that it would increase its prices at 00:00 on March 21. On March 21, the prices of the three models of Xiaopeng increased comprehensively, ranging from 1.01 to 20000 yuan. According to Xiaopeng's 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. On March 23, ideal announced that it would adjust the price of the ideal ONE from April 1, 2022. On April 1st, the ideal ONE price was raised from 338000 yuan to 349800 yuan, an increase of 11800 yuan.

Compared with Xiaopeng Automobile and ideal Automobile, Xilai Automobile is the new power car company with the most product planning at present. There are three models on sale, namely ES8, ES6 and EC6. This year, Lulai will deliver three new models, including ET7, ET5 and ES7, among which the flagship sedan located by Lulai ET7 will start delivery on March 28th. ET5 positioning medium-sized luxury sedan, positioning lower than ET7, the price before the subsidy is 328000 yuan and 386000 yuan respectively, is expected to be officially delivered in September 2022, another brand-new model ES7 positioning big five-seat pure electric SUV, between ES6 and ES8, the new car will mark the BMW X5L after its launch.

However, just because there are more products does not mean that the development is better. On April 9, Xilai suddenly announced: "since March, due to the epidemic, the company's supply chain partners in Jilin, Shanghai, Jiangsu and other places have stopped production one after another, and have not yet recovered." Affected by this, the production of the whole vehicle has been suspended. " The suspension of production of NIO vehicles also means that the delivery time of the owners who have ordered NIO vehicles in the near future may be delayed. In response, NIO said that the company will work with its supply chain partners to resume production as soon as possible on the premise of meeting epidemic prevention requirements. As for when production will resume, NIO officials have not disclosed.

In terms of sales volume, a total of 91429 vehicles were delivered in 2021, of which the cumulative sales of ES6, EC6 and ES8 in 2021 were 41474, 29905 and 20050 respectively. For 2022, the latest data show that in the "new forces of car-building" camp, Xiaopeng, ideal and Lulai delivered a total of 34561, 31716 and 25768 cars respectively in the first quarter, while Lulai lagged behind Xiaopeng and ideal cars. In March this year, Xiaopeng Motor, Najia Automobile, ideal car and Zero car all sold more than 10,000 vehicles. Specifically, Xiaopeng delivered 15414 cars, Nawei delivered 12026, ideal cars delivered 11034, and zero-running cars delivered 10059. As the only car company among the new forces in China that has not raised prices, the delivery volume of new cars in March also lags behind the top four, delivering only 9985 vehicles.

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