The national unified retail price of electric cars is a painful wise choice
1, two 90,000 yuan grade electric SUV listed
On March 28th, Chery Automobile's pure-electric compact SUV, the Tiggo 3xe, was officially launched. The Tiehu 3xe's new vehicle length and width were 4200/1760/1570mm, and the wheelbase was 2555mm. Its NEDC's integrated operating range can reach 351km and its top speed is 151km/h. Tiggo 3xe launched two models, with a subsidy price of 8.98-102,800 yuan.
On the 26th, Beijing Auto New Energy EX360 was launched. The length and height of the new driver were respectively 4110/1750/1583mm, and the wheelbase was 2519mm. NEDC operating conditions 318km, 60km / h constant speed 390km. EX360 has three different configuration versions: new style, new style and trendy version. After the subsidy, the national uniform price range is from 7.99 to 89,900 yuan.
The above two cars are electric upgrades of the star models we are familiar with. The highlights of the products are very good, and more importantly, their price advantages are obvious. The price of new energy vehicles above class A0 was mostly above 120,000, or even around 150,000. The current two 9 million class electric SUVs that exceeded the lower limit of 100,000 yuan should be a major market initiative. It is very good. breakthrough.
2. The biggest problem with new energy vehicles is still high prices
The purchase of new energy vehicles by consumers is similar to the use of traditional fuel vehicles, so the prices are directly comparable. Due to the low price of self-branded traditional fuel vehicles, the price of a0-class suv is between 8 and 100 thousand yuan, and that of a-class suv is between 10 and 150,000 yuan, so how to break through the mainstream electric power of 12-200,000 yuan? The realization of a reasonable price range for car prices is an important choice for new energy vehicles.
Pure electric vehicles have a compact powertrain and their body shape is suitable for miniaturization. Therefore, miniaturization is still a breakthrough point for the price breakthrough of new energy vehicles. Among them, because of the relatively low price of self-owned gasoline cars, it is difficult for new energy vehicles to make effective comparisons with their own cars, and it is difficult for electric cars to select cars. The premium of the self-owned brand fuel suv is relatively high, and the basic platform of the model is rich in resources and low in cost. The choice of the suv model as a breakthrough in the price of self-owned brand electric vehicles is a good breakthrough in comparison with the fuel SUV.
Overall, the selection of a small-size SUV model is a common acceptable balance point between the balance cost of self-owned brands and consumer market choice, and is a reasonable breakthrough choice.
3, breaking the local protection by the company's painful choice
With the rapid development of new energy vehicles, the scale effect of the national market is needed. Local protection is the biggest problem in the development of new energy vehicles. Due to different subsidy policies in various regions, companies have to work hard to balance their interests in order to make up for it. With the country’s relatively repressive attitude toward local subsidy policies, it’s been a few years ago. The one-for-one ratio between national compensation and land compensation has now become 1 to 0.5, and the impact of subsidy has fallen.
Assistant Secretary-General Lu Huaping pointed out that: Breaking the shackles of local protection of new energy vehicles is an important choice for promoting the further development of the new energy vehicle market. In particular, as the overall level of subsidy declines, the proportion of local subsidy is also declining. The dominant companies will gradually be able to shake off the ground-breaking interference, form a dominant product in the national market, and achieve greater breakthroughs.
The unification of retail prices and the large-scale standardization of market operations have great benefits for product market breakthroughs. This will also enable a large number of cities without local subsidies to enjoy the same reasonable state subsidies and factory subsidies, but this is also a greater loss of the interests of manufacturers.
Although the manufacturer's subsidies bring about a large loss of self-interest, in fact, it is also possible to use the balance of the manufacturer's own account, and the state also gives consideration to the policies. The increase in the sales of new energy vehicles contributes to the improvement of the overall fuel consumption of the company. Large, factory subsidies and fuel consumption points can be achieved within the balance of the measurement, so if the financial account to consider the fuel consumption points, this calculation, it should be said that the outstanding vehicle companies are relatively cost-effective. In particular, the arrival of Chery's fuel vehicles is a good thing.
4, the future price of new energy vehicles will not be high
International battery prices are not expensive. Recently reported that in order to alleviate the problem of battery capacity degradation, Nissan released a new battery replacement plan, starting with Japan. If the Nissan owners purchase the new original 24kWh, 30kWh and 40kWh car batteries, the price paid is 650,000 yen (about 6200 US dollars), 800,000 yen (about 7600 US dollars), 820,000 yen (about $7,800). Fortunately, only 300,000 yen (approximately $2,850) is needed to purchase a remake battery.
Therefore, according to the analysis of the report, Nissan Leaf's replacement battery price is actually around US$200, which means that the battery pack is worth more than 1,200 yuan, which is also a very low price.
Moreover, Japan's refurbished battery costs only 120 US dollars, so you can see that Nissan will still be strong in the comprehensive utilization of new energy lithium-powered batteries. Our domestic battery cost is not lower than Japan's, and it may be that I do not see the actual cost of domestic production, but our low-cost advantage is at least extremely weak.
With the full competition of domestic new energy vehicle market in the future, international new energy vehicles will gradually enter the Chinese market, and consumers will find more internationally-designed new energy vehicles with more reasonable design and relatively advanced product technology. Especially after Tesla 3 and other products come in, we will find that the price of international new energy vehicles is not expensive.
I believe that it is an important choice at present to get rid of disturbances, make full use of policy combinations such as double-credit, and early lower prices of new energy vehicles to a relatively reasonable level to stimulate reasonable consumer demand. High prices do not necessarily lead to competitiveness, and low prices should be an important manifestation of the competitiveness of the system. In particular, high sales resulting from low prices are the biggest boost to the new energy vehicle industry in China.
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