Just one day later, Tesla's decision to raise the price of its products "crossed" the Pacific Ocean from the US market to the Chinese market.

　　On June 17, Tesla China's official website showed that the latest price of the Model Y long-range version was 394,900 yuan, an increase of 19,000 yuan from the price in mid-March.

It is reported that the delivery cycle of the new car is 20 weeks to 24 weeks.

　　The day before, Tesla updated the prices of various models on the US official website, with the largest increase of $6,000 and the longest delivery waiting time of one year.

　　According to industry analysts, the core driving factors of this round of price increases include multiple factors, which are not only related to the current severe inflationary dilemma in Europe and the United States, but also have an important relationship with the load of the automobile supply chain and the rise in raw material prices under the influence of the epidemic.

Tesla raises prices again

　　On June 16, Tesla updated the prices of various models on its official website in the United States, marking the fourth large-scale price increase this year, with a maximum increase of $6,000.

　　Specifically, the price of the Model 3 long-range version has increased by $2,500 to $57,990; the price of the Model 3 high-performance version has increased by $1,000 to $62,990.

　　The price of the Model Y long-range version has increased by $3,000 to $65,990; the price of the Model Y performance version has increased by $2,000 to $69,990.

　　The price of the Model S dual-motor all-wheel-drive version has increased by $5,000 to $104,990; the price of the Model X dual-motor all-wheel-drive version has increased by $6,000 to $120,990.

　　In Tesla’s first-quarter earnings conference call held in April this year, Musk said that taking into account factors such as inflation and the cost increase of the supply system, Tesla’s cost on the supply side is expected to rise by 20% this year- 30%, in response to the increase in costs, the price of Tesla products has also increased.

　　“We want to stop raising prices, now that we’re taking into account the expected increase in costs. But if inflation continues, we can’t control the macroeconomic environment, and if lithium extraction and other materials production doesn’t significantly increase production, then everyone In the case of panic buying, it may push up the price of raw materials again." Musk said that in the long run, the company's potential cost increase is very likely.

　　Practice has proved that Musk's previous predictions have come true.

After raising the price of models sold in the United States across the board, Tesla China also followed suit.

　　On June 17, Tesla China's official website showed that the latest price of the Model Y long-range version was 394,900 yuan, an increase of 19,000 yuan compared with the price in mid-March.

Or set off a new round of price hikes

　　Since the beginning of this year, due to the increase in the prices of raw materials such as lithium and nickel, the price of power batteries has risen at a much faster rate than the industry expected. Therefore, after the price increase of power batteries, car companies have been under great pressure, and they can only ease the cost pressure by increasing prices.

　　Since March this year, more than 20 new energy vehicle brands have announced price increases, and the models with price increases have almost covered the mainstream new energy vehicles on the market.

Among them, Tesla’s price increases were frequent, and even set a record of two price increases in five days.

　　Industry analysts said that since Tesla's products have a strong premium capability and terminal demand is strong, the price increase will not substantially affect sales.

　　Cui Dongshu, secretary general of the National Passenger Vehicle Market Information Association, also believes that the impact of the current two rounds of new energy vehicle price increases is not obvious for the time being.

The first is that the sales model of new energy vehicles is order sales. There are many orders before the price increase in the hands of various car companies. As a result, the previous orders are basically digested from March to May, so the sales volume has little impact.

　　Although the terminal consumer demand has not decreased, the pressure from the upstream of the industrial chain is still not small.

According to statistics from Guotai Junan, affected by the prices of lithium phosphate, lithium hexafluorophosphate, and battery accessories, the cost of lithium iron phosphate and ternary battery cells has risen by 18% and 20% respectively from January to May.

　　Industry insiders judge that Tesla's price increase is related to the severe inflationary dilemma in Europe and the United States, and this round of price increases may set off a new wave of electric vehicle price increases.

(Author: Han Zhongnan)