Shulou(Shulou.com)11/24 Report--

Photo: Mao Yu, IT Times, "Guo Bu will be out next year, so buying a pure electric car now must be the most cost-effective." This is the IT Times reporter visited a number of new energy vehicles in Shanghai offline direct stores, heard the store sales staff said the most.

According to the Circular on the Financial subsidy Policy for the Promotion and Application of New Energy vehicles in 2022 issued by the Ministry of Finance, the Ministry of Industry and Information Technology and other four ministries at the end of 2021, the 2022 new energy vehicle purchase subsidy (hereinafter referred to as "national subsidy") policy will end on December 31, 2022, and vehicles licensed after December 31, 2022 will no longer be subsidized. This means that in another 16 days, the state financial subsidy of 4800 yuan per plug-in hybrid vehicle and 12600 yuan per pure electric vehicle will be withdrawn.

In Shanghai, from January 1 next year, consumers who buy or receive plug-in hybrid vehicles (including add-on programs) will no longer issue a special license quota. This means that consumers who buy plug-in hybrid models next year will lose their free "green card" in Shanghai as well as national subsidies.

The new energy subsidy policy, which has existed for more than a decade, is coming to an end, and in the last less than a month, car companies have tried their best to scramble for the last wave of subsidy dividends.

1. "National subsidy" has entered the countdown. "I do feel that the sales are more detailed than before. Compared with my test drive in July and August, each project is now more clear than before." Mr. Wang, a consumer who walked out of the BYD store with the reporter, said he was considering buying a pure tram. "if you can catch the last bus, you can save more than 10,000 yuan. Why not keep the money?"

In addition to the state subsidy, charging, free green card, free purchase tax, and insurance subsidies provided by some car companies are all the reasons why new energy vehicles are very popular in the market in recent years.

"at present, hybrid models are no longer allowed to be connected by charging piles, and the examination is very strict. hybrid models want to enjoy the state subsidy and free green card in the last period of time, there is a certain risk, we can not promise." In the flagship store of Huawei in Shanghai, the salesperson of the new energy car told the reporter that if you want to start with hybrid models now, it is best to submit all the materials before today (December 15) and complete the listing by the end of the month.

Due to the need to install charging piles in their own residential area, and then apply for electricity meters from the State Grid, the whole process can be completed in 5-7 days at the quickest. Even if the stores have existing cars, they still need to pass all the examination and approval before they can get the license. " If you want to enjoy the national subsidy and free green card, then you have to lock the order payment now, and there can be no delay in the process. There are blue license plate car owners who want to replace it at home, and there is still time to catch up with the national subsidy in mid-December. " The above sales staff said.

Not only is it the problem of charging piles, but at Tesla's store, the salesperson said that according to previous years' experience, the national tax system may be closed a few days earlier at the end of the year, and car purchase tax may not be handled at that time.

For hybrid models, the reporter then visited BYD, ideal, Weilai three brands of direct stores, also got the same answer, "national subsidy + free green card" discount combination, before December 15, there is a certain risk.

The life of pure electric models is "easier". Compared with hybrid models, they only lose national subsidies, and they can continue to get a green card for free in Shanghai next year. Moreover, different car companies have recently introduced price protection policies, which make consumers feel at ease.

Both BYD and Weilai have promised that as long as users lock their orders before December 31 this year, they will still enjoy state subsidies if they choose to pick up their cars in 2023, and the difference will be provided by BYD and Weilai officials.

Geely also promised to complete the order for deposit payment before December 31, and can enjoy state subsidy, including 10 models such as Geometry and Lecker.

However, Huawei and Tesla only offer a price insurance policy for vehicle orders that are not licensed in time by the end of 2022 due to manufacturers, while state subsidies are not available for those who are delayed by car owners.

As a result, consumers still have about 15 days to consider if they want to buy an all-electric car with a premium policy. But if you want to buy hybrid or pure electric cars without a price insurance policy, there is not enough time left for consumers.

Picture source: Tesla 2, car company volume, out-of-pocket passenger car company's volume is far more than price insurance.

In Tesla's offline direct store, the salesperson told the reporter that in order to sprint sales at the end of the year, they will provide corresponding subsidies, including insurance subsidies, points gifts, and so on. "if you participate in the rush purchase of cash car orders now, you can also enjoy Tesla's official subsidy, but this kind of order is very small and requires sales operation. If you grab it, you will enjoy an additional subsidy of 6000 yuan from the car company."

"on the basis of the state subsidy, Weilai provides certain district subsidies to consumers who hold a hukou in Jiading District in Shanghai. Because Lai International is headquartered in Jiading, Shanghai, a car buying spree has been launched locally." Weilai sales staff told reporters, "in addition to ET5 other models, can enjoy national subsidies, now catch up with all the time."

Tu Yuan: Wei Lai Huawei provides 8000 yuan insurance subsidy directly to consumers who buy pure electric models. "when car owners buy pure electric models, they will directly reduce the insurance subsidy of 8000 yuan." Sales staff said that this subsidy policy with the "state subsidy last bus", now is the best time to start pure trams.

According to the reporter's visit, the above several head car companies have entered the sprint state, preparing the spot of popular models in the Shanghai area in preparation for the final battle, and most models can be "quickly picked up" within 1 to 4 weeks.

3. Will the price of new energy vehicles go up next year? BYD announced on November 23 that due to the termination of the "national subsidy" policy and a sharp rise in the price of the main raw materials for batteries, it will adjust the official guidance prices for dynasty, ocean and Teng Teng new energy models, ranging from 2000 yuan to 6000 yuan. However, BYD specifically mentioned in the price increase statement: "customers who pay a deposit before January 1, 2023 will not be affected."

In the BYD off-line store on Nanjing West Road in Shanghai, the person in charge of sales said that after the state subsidy disappeared, it was inevitable for all enterprises to raise prices.

Not only BYD, GAC Ean, Dongfeng EV have also issued announcements that some of its new energy models will increase prices within a certain range.

In Huawei, Weilai and Tesla stores, salespeople said they had not received any notice of price increase or reduction from 2023. "the price adjustment will not be new until after the end of the policy in 2022, otherwise the current price will be more embarrassing." Sales staff at Xilai mentioned that if the raw material prices of new energy vehicles continue to rise, it is not impossible for prices to rise next year.

In addition to the imminent disappearance of state subsidies, the sharp rise in the price of lithium batteries for raw materials is also one of the main reasons that may lead to higher prices of new energy vehicles in the future. The average transaction price of lithium carbonate, the main raw material for power batteries, was 586500 yuan / ton on November 25, rising more than 210% year-on-year within a year, according to flush futures data. This brings a greater cost burden to the new energy vehicle companies.

Behind the surge, first, because of the imbalance between supply and demand before, domestic lithium ore mainly depends on imports. To solve the above problems, domestic enterprises need to strengthen the layout of production capacity and increase supply to balance prices; on the other hand, it is also due to middlemen hoarding, driving up prices and other reasons, market regulation and supervision are still in place in the later stage.

Cui Dongshu, secretary-general of the National passenger car Market Information Association, pointed out before that the current price of domestic power battery raw materials has reached a certain height, and supply and demand has been significantly improved. In particular, the price of battery-grade lithium carbonate materials belongs to the bubble high after market speculation, which is bound to fall in the later stage.

Looking back at the development road of new energy vehicles, from 12800 sales in 2012 to 5.28 million from January to October 2022, the annual retail volume is expected to reach 5.9 million, an increase of nearly 500 times in a decade.

It can be said that the national subsidy policy has contributed to the great-leap-forward development of China's new energy vehicle industry in the past ten years. Now that the mission of state subsidy has been completed, exit is inevitable. In the post-state subsidy era, how to develop excellent car quality, advanced "cool techs" experience, and more up-to-standard delivery level is the next key direction for new energy vehicle companies to think about.

The contest has just begun.

This article comes from the official account of Wechat: IT Times (ID:vittimes). By Mao Yu.

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