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Recently, due to a number of companies "queuing up" to increase the sales price of new energy vehicles. Among them, Tesla has created a record of 3 price increases in 8 days, and the cumulative increase of individual models has exceeded 30,000 yuan. A report said: "Two-thirds of the top 30 new energy vehicle models sold last year have announced price increases this year, and the remaining one-third are also on the way." This has caused many people to worry about the development of the new energy vehicle industry.

Interstellar Jinhua is carefully reading the announcements of these car companies' price adjustments, and most of them say that they are forced to "rise in raw material prices". Affected by multiple factors such as the industrial cycle, the new crown pneumonia epidemic, and international tensions, the prices of power battery raw materials such as lithium, cobalt, and nickel have risen sharply since last year. Taking battery-grade lithium carbonate as an example, the current quotation per ton has exceeded 500,000 yuan, an increase of nearly 10 times year-on-year. If a pure electric vehicle with a battery capacity of 70 kWh is calculated, the cost of battery raw materials alone will increase by about 10,000 yuan. Obviously, for the end consumer, this is not a small amount.

According to the theory of the relationship between price and demand, an increase in the price of a commodity will inevitably inhibit its market demand. Although my country's new energy vehicle sales achieved rapid growth last year, it was mainly driven by factors such as policy incentives, technological progress and product abundance, and the foundation for continued growth was not stable. Especially compared with traditional cars of the same level, the price of new energy vehicles is still a bit high. If the price increase exceeds the level that consumers can bear, it is very likely that the production and sales of new energy vehicles will decline two years ago, which will affect the healthy development of new energy vehicles in my country.

The development of new energy vehicles is not only the only way for my country to move from a big automobile country to a powerful automobile country, but also an important breakthrough to deal with climate change, promote green development, and build a new "dual cycle" development pattern. Thanks to the country's advanced layout and the collective efforts of enterprises, my country's new energy vehicles have formed a global comparative advantage in terms of market size, industrial system and technical level, and the product penetration rate has approached or reached the inflection point from policy-driven to market-driven. However, this advantage is not enough to lead global competitors, and there is still great uncertainty about the inflection point of the market.

It should be seen that the United States and Europe have been catching up on the new energy vehicle track. Among them, the goal of the United States is to achieve 50% of the sales of new energy vehicles by 2030, and its subsidy policy has also increased from $7,500 per vehicle to $12,500. Although the EU does not directly impose a target for the proportion of new energy vehicle sales, it uses the "dual carbon" target to force it. It has been estimated by institutions that the penetration rate of new energy vehicles in the EU must reach more than 30% in 2025 to achieve their carbon reduction target; in 2030, it must reach more than 60% to achieve the carbon reduction target. Therefore, we must not take it lightly.

What's more, compared with Tesla, which sells nearly one million vehicles globally, the current sales volume of new energy vehicle companies in my country is not large. Including "Wei Xiaoli", the head enterprise of the new car-making force with good development momentum, although it has entered the club of monthly sales of 10,000 vehicles, it still does not make money. Automotive is an industry known for its brand and scale. Although my country's new energy vehicle industry has developed rapidly in recent years, and its products have been gradually recognized by consumers, the investment in product development is also large. Without a certain sales scale, it is difficult to accumulate capital for the sustainable development of the enterprise. If the overall new energy vehicle market stalls, it will be difficult to maintain the current share of the company's product sales, let alone achieve a greater jump. Undoubtedly, this will have a huge negative impact on the industry shifting forward after the subsidy policy has declined.

In fact, the upstream and downstream of the industrial chain has always been a symbiotic relationship, not a competitive relationship. Once the downstream is sluggish, the upstream will also be dragged down, and the high price of raw materials is nothing more than "irrational prosperity", which is unsustainable. Sorting out the reasons for the price increase of raw materials, it is not ruled out that there are market hoarding and speculation, and unfair competition that deliberately drives up prices, but from the current market situation, the fundamental reason is that the relationship between supply and demand is tense. It is believed that under the stimulation of the current ultra-high profit margin and the demand of downstream enterprises to stabilize the supply of raw materials, capable upstream enterprises will speed up the expansion and release of production capacity, which is also due to the law of the market.

The problem is that the rebalancing of commodity supply and demand is often a slow process. Even if the supply of lithium concentrate or salt lake brine is not considered, the new construction of lithium salt production capacity, the commissioning of technology and equipment, and the actual conversion into actual production growth will require a long period of time. Therefore, in order to solve the current problem of rising raw material prices, in addition to moderately accelerating the development of domestic energy metal resources such as lithium and nickel, and helping domestic enterprises to steadily develop foreign raw material supply channels, it is also necessary to strengthen the supply and demand connection between the upstream and downstream of the new energy vehicle industry chain. The upstream and downstream of the industrial chain should work together to share the cost increase caused by the increase in raw material prices. Otherwise, if a certain link of the industry chain consumes all the rises, it will be difficult for the whole industry chain to win in the end.