原标题:又一车企涨价!比亚迪官宣:王朝、海洋两大销售网调价 多家车企相继岀手,啥情况?

  新能源汽车补贴退坡所带来了一系列连锁反应正在显现。

  1月21日,比亚迪(250.400, -0.67, -0.27%)官宣对旗下王朝网和海洋网相关新能源车型的官方指导价进行调整,上调幅度为1000-7000元不等。据悉,此次价格调整将于2月1日起生效,在此之前付定金签约的客户不受此次调价影响。

  对于此次价格上调,比亚迪方便表示,主要是因为原材料价格大幅上涨以及新能源购车补贴退坡等影响。

价格上调影响广泛

  公开信息显示,此次涨价的王朝网和海洋网是比亚迪两大主要销售网络。其中,王朝网主销秦、汉、唐、宋、元等新能源车型;海洋网主要销售e系列、比亚迪海豚、宋PLUS,军舰系列等。

  业内人士判断,比亚迪对主销车型的价格调整,带来的影响范围较广。企业敢于调整价格,也在一定程度上代表了其对终端市场的信心。

  据了解,2021年,比亚迪汉系列车型全年销量11.77万辆,唐系列全年销量5.42万辆,秦系列全年销量19.42万辆,元系列全年销量4.14万辆,宋系列全年销量20.09万辆,e系列全年销量3.84万辆。上市不久的比亚迪海豚系列也在去年12月实现了销量破万,达1.00万,连续四个月销量增长。

  据比亚迪方面透露,此次价格主要受原材料价格大幅上涨以及新能源购车补贴退坡影响。

  实际上,原材料价格上涨的问题已经困扰了多家车企,此前,广汽集团(14.560, -0.26, -1.75%)、小鹏汽车等车企的负责人都曾在公开场合表达过对原材料上涨的担忧。中国汽车工业协会也多次预警了原材料价格上涨所带来的影响。

原材料价格上涨仍在持续

  汽车原材料价格的上涨,并非是新鲜话题。

  In March of last year, analysts at JPMorgan Chase estimated that the price of raw materials for a car had risen by 83%, and these parts usually account for about 10% of the cost of making a car.

That means the price of a $40,000 car would have to rise 8.3% to offset the profit impact from rising raw materials, JPMorgan said.

  According to a person from a car company, in the past year, although the price of raw materials has risen significantly, most car companies did not transfer the cost increase to the terminal level, but chose to use a variety of methods. Reduce costs to ease this part of the pressure.

  It is understood that, taking new energy vehicles as an example, the sharp rise in the price of upstream raw materials for its core components, power batteries, has already had an impact on the industry.

  In 2021, the cost of automotive power batteries will be greatly affected by the price fluctuations of upstream metal raw materials in the supply chain, including cobalt, nickel, manganese, lithium and other metal raw materials and their compounds, with huge increases.

Among them, cathode materials account for the largest cost in power batteries, and raw material costs account for 90% of the cost of cathode materials.

  Some analysts pointed out that the price change of cathode materials will greatly affect the research direction and technical route of power batteries.

To this end, a number of leading power battery companies have begun to actively deploy upstream materials to alleviate the tight supply and demand in the market.

  Ma Xiaoli, deputy secretary-general of China Automotive Power Battery Industry Innovation Alliance, told the Securities Times reporter that according to public data estimates, compared to June 2020, the cost of 523 ternary batteries has risen from 0.52 yuan/Wh to 0.77 yuan/Wh, and the cost of lithium iron phosphate batteries From 0.47 yuan/Wh to 0.66 yuan/Wh, up 48.1% and 40.4% respectively.

  According to her analysis, the current cost of raw materials for power batteries is basically the same as or upside down from the current battery price, and it is inevitable for battery companies to raise prices across the board.

  At present, power batteries account for about 30% to 40% of the total cost of new energy vehicles, and are the most important part of new energy vehicles.

The rise in battery prices means that the cost of new energy vehicles is bound to increase. It seems that the price increase of products by car companies has become a necessity.

Subsidy decline adds variable factors, many car companies announce product price increases

  In addition to rising raw material prices, the decline in subsidies for new energy vehicles is also a major factor driving car companies to increase product prices.

  On December 31, 2021, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the National Development and Reform Commission jointly issued the "Notice on the Promotion and Application of Financial Subsidy Policies for New Energy Vehicles in 2022".

In 2022, the subsidy standard for new energy vehicles will be reduced by 30% on the basis of 2021. Considering factors such as the development plan of the new energy vehicle industry, market sales trends, and the smooth transition of enterprises, the subsidy policy for the purchase of new energy vehicles in 2022 will be implemented in December 2022. It will be terminated on the 31st, and vehicles registered after December 31, 2022 will no longer be subsidized.

  Immediately after the policy was released, it caused widespread influence in the industry.

In fact, before BYD announced the price increase, many car companies had already raised the prices of their models, including Tesla, Nezha, Xiaopeng, GAC Aian, Leapmotor and many other new energy vehicle brands.

  Among them, the price increase of Nezha's models ranges from 2,000 yuan to 5,000 yuan, and the price adjustment range of Xiaopeng Motors for all models is about 4,300 yuan to 5,900 yuan.

This basically corresponds to the decline in subsidies for new energy vehicles.

  It is reported that according to the latest subsidy plan, from January 1, 2022, pure electric models with a cruising range of 300 kilometers (inclusive) to 400 kilometers will be subsidized by 9,100 yuan, a decrease of 3,900 yuan compared with 2021; pure electric models with a cruising range greater than or equal to 400 kilometers The subsidy for electric models is 12,600 yuan, a decrease of 5,400 yuan from 2021; in addition, the subsidy for plug-in hybrid models is 4,800 yuan, a decrease of 2,000 yuan from the previous year.

  Although new energy car companies have set off a wave of price increases, some experts believe that this round of price increases will not last long.

Cui Dongshu, secretary-general of the National Passenger Vehicle Market Information Association, told the Securities Times reporter that the scale of the new energy vehicle market is still expanding rapidly, and the expansion of the scale will inevitably bring about cost improvements. This round of new energy vehicle price increases will not lasts too long.

  In his view, the new energy subsidy policy in 2022 is a huge positive. It is expected that the sales of new energy passenger vehicles in 2022 are expected to reach 5.5 million.