The price increase of new energy vehicles has spawned orders for "scalpers"
Scalping is risky, speculation is difficult for a long time
Our reporter Zhao Yuhan
Entering 2022, due to the decline of subsidies and the recent surge in the price of raw materials for power batteries, the price of new energy vehicles has risen one after another.
Many popular models such as Tesla, Xiaopeng, and Ideal have increased their prices, and the price of popular models has risen by 30,000 yuan.
The price increase has given birth to "alternative business". Vehicle orders before the price increase have been sold hot on second-hand trading platforms, and even "scalpers" of reselling orders have appeared.
In the opinion of experts, the speculation of "scalpers" will not last long, and car companies have also noticed that they have introduced measures to prevent reselling orders.
Tesla's car booking index is smashed to 10,000 yuan
Mr. Zhang, a Beijing citizen, tested the Tesla Model Y at the end of last year and felt he liked it, so he paid a deposit of 1,000 yuan. "Because the deposit is refundable, I didn't hesitate at the time, thinking about ordering it first." Replacing a new energy car with a fuel car, Mr. Zhang was still a little undecided after ordering the car. During this hesitant time, the car price changed one after another.
First, because the new energy subsidy will decline by 30% in 2022, the price of the Model Y standard battery life version increased by about 21,000 yuan on December 31 last year; in March this year, due to the tight supply of raw materials, the price of the model increased by about 15,000 yuan again. .
Because Mr. Zhang ordered the car before the price increase, according to the car company's promise, he can still buy it at the original price, which is equivalent to "earning" about 36,000 yuan before the new car was delivered.
By chance, he learned that this car-ordering indicator can still be "sold", so he put the car order on the second-hand trading platform with the mentality of trying it out.
"I was very conservative at the beginning. I listed a price of 4,000 yuan, which attracted many people's inquiries. Looking at the current price trend, it is estimated that I can sell it for at least 5,000 yuan." Mr. Zhang said.
It's not just Tesla that has announced price hikes.
According to incomplete statistics, since the beginning of this year, nearly 50 new energy models of more than 20 car companies have announced price increases, and the price increase of many popular models has reached 30,000 yuan.
The existence of the price difference makes the orders for popular models before the price increase suddenly become valuable. Platforms such as Xianyu and Xiaohongshu have also successively seen the phenomenon of high-priced resale of car booking indicators.
The reporter browsed a second-hand trading platform yesterday and entered keywords such as “Tesla car” and “Xpeng car”, and a lot of order sales information from many places across the country popped up. Among them, the car booking indicators of some Tesla models It sells for 5,000 to 10,000 yuan, and the Xiaopeng car booking indicator sells for 3,000 to 6,000 yuan.
Regarding "how to change the order if it is under the real-name system", some sellers said that "the order name cannot be changed, but the car can be directly linked to the buyer's name", and some sellers said that "in-store sales can be operated".
"Cattle" entered the bureau and hoarded
In addition to the consumers who hesitated after ordering a car, most of the people who participated in the resale transaction of car booking indicators were the "scalpers" who were hoarding the odds.
Mr. Luo is a used car dealer.
In the fourth quarter of last year, after he found that Tesla and other new energy models showed a tendency to increase their prices, he tried to "stock up" a few orders, and quickly changed hands at a higher price.
This year, Mr. Luo, who has tasted the sweetness, began to work as a "scalper", buying orders for new energy vehicles before the price increase on second-hand trading websites, and then reselling them.
"If you meet a car owner who is anxious to pick up the car, you can earn nearly 10,000 yuan for one order." According to Mr. Luo, the most in short supply at present are Tesla and Xiaopeng.
"Tesla often adjusts prices, and recently it has raised prices three times within 10 days, which has brought more premium space for speculating orders. However, generally we will accept more orders for popular configurations of popular models, such as Model 3 and Model Y standards. The battery life version, and the higher-priced high-performance version, although the price has risen recently, but generally not accepted, because the high-performance version is not particularly easy to sell." Mr. Luo said the doorway inside.
A few "scalpers" who are eager to attract customers even put out an attractive slogan, "If you are in a hurry to pick up your car, the official website has raised the price to 417,900 yuan, so you can save tens of thousands of dollars yourself." "I Earn 4,000 yuan, and you save 30,000 yuan."
Manufacturers have taken measures to prevent hype
Regarding the hot new energy orders, Wang Meng, a member of the China Automobile Dealers Association, said that this is not a special product of new energy vehicles. It also existed in the era of fuel vehicles. It is mainly aimed at some vehicles that have a long pickup cycle and even need to be purchased at a "price increase". In short supply models.
The difference is that under the traditional car dealership system, the car factory will set an official guide price, and the dealer will have a certain independent pricing power. With the introduction of the direct sales model by new car manufacturers such as Tesla, the price of the vehicle will not be the same. Then the dealers will follow the market to set the price, but the manufacturer will set the price uniformly.
After encountering the recent continuous rise of raw materials and price adjustments, order transfer has become hot.
The "scalper" reselling car booking index has impacted the direct sales model of unified pricing to a certain extent, and new energy car companies have noticed this.
Recently, Tesla began to ask car buyers to sign a "No Resale Commitment Letter". For individuals who order multiple Teslas, it is stipulated that no transfer or actual transfer will be made to any third party within one year. A penalty of 20% of the ticket price will be charged, otherwise it will limit the change of the bound account of the relevant vehicle and services such as super charging.
Tesla said that the "No Resale Commitment Letter" is a measure to prevent reselling orders under certain circumstances. The purpose is to maintain a fair and transparent car buying environment and protect the rights and interests of real car buyers.
The reporter also learned that some brands implement the real-name system for orders and do not support private transfers.
If the car buyer is questioned as a transfer order, he may not be able to become the first-hand owner of the car.
Once this happens, after the second-hand transfer of the vehicle is carried out in the future, it will affect the preservation rate of the vehicle.
At the same time, car owners will also not be able to enjoy the protection rights that some car companies only provide for the first car owner.
In Wang Meng's view, the hype of "scalpers" will not last long.
As raw material prices gradually return to the normal range, this wave of order speculation will gradually subside.