The Red Star Capital Bureau noted that on March 10, the domestic Tesla Model 3 high-performance version and Model Y long-lived high-performance version both increased their prices by 10000 yuan. At the end of 2002 1, the price of Model 3 rear-wheel drive version rose by1ten thousand yuan, and the price of Model Y rear-wheel drive version rose by 2 1 ten thousand yuan.
Tesla shop
At the same time, Tesla official website also increased the price of all models, ranging from $2,000 to $65,438+$0.25 million.
Within a week, Tesla raised the price twice, and the domestic Tesla Model 3 high-performance version, Model Y long battery life and high-performance version increased the price by 8.23%, 8% and 7.7% respectively.
Tesla officials did not respond to the reasons for this price increase. Tesla customer service told Red Star Capital Bureau that it did not receive the notice of specific reasons, which may be greatly affected by the cost of lithium batteries.
Recently, the cost of raw materials for batteries such as nickel and lithium has soared. The price of battery-grade lithium carbonate exceeds 500,000 yuan/ton. According to the nickel price monitoring of commercial companies, on March 14, the spot price of nickel was 2234 16.67 yuan/ton, up 82.0 1% year-on-year.
According to the research report of CICC, the price of nickel rose from 20,000 USD/ton to 50,000 USD/ton, and the cost of nickel raw materials increased by about 654.38+0 million yuan when new energy vehicles charged bicycles with 60kwh.
The prices of nickel and lithium have risen sharply, and the models using high-nickel ternary batteries are the most "injured". The Model 3 high-performance version and the Model Y long-life version/high-performance version with the highest price increase are all equipped with NCA high-nickel ternary lithium batteries.
Shanghai Nonferrous Network said that the price of nickel sulfate may rise to 80,000 yuan/ton, and the cost of bicycle batteries may rise by about 7,000 yuan. On March 14, Tesla founder Musk complained on Twitter that Tesla and Space Exploration Technology Company are facing enormous inflationary pressure in the fields of raw materials and logistics.
Investment bank Wedbush analyst Dan Ives)3 said on March 14 that Tesla is expected to raise prices again in the next two weeks to adapt to the tight supply environment. Like Netflix and Amazon, Tesla has the ability to pass on inflation it has no intention of absorbing to consumers.
Tesla 202 1 delivered 936,000 vehicles worldwide, this year 1 delivered 59,845 vehicles, and February delivered 565 15 vehicles. According to foreign media reports, due to soaring oil prices, Tesla orders in some parts of the United States increased by 65,438+000%.
Orders are hot and production capacity is limited. Tesla's delivery time has been as long as 4-5 months. Official website shows that the current delivery time of Tesla Model 3 is 16-20 weeks, and the version of Model Y is 10-20 weeks.
Insiders also pointed out to the Red Star Capital Bureau that since March, nearly 20 new energy vehicle companies have announced price increases, involving nearly 40 models, ranging from several thousand yuan to tens of thousands of yuan. "This makes Tesla not afraid of the loss of consumers caused by price increases."
Editor Yang Cheng
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