The first electric learned from Tesla's official website that the price of Tesla's high-performance version of Model 3 has risen from 339900 to 349900 yuan now.
The price of the Model Y standard continued version has increased from 291800 to 301800 (adjusted at the end of last year). The price of the long-lasting version of Model Y has risen from 347900 yuan to 357900 yuan now. The price of Model Y high-performance version has risen from 387900 yuan to 39.79 yuan now.
There are these points in our analysis of the reasons for the price increase.
1. Shortage of chips: fires, Earthquake, power outages and tornadoes occurred in chip manufacturers because of the epidemic of novel coronavirus. In addition to a lot of human factors, hoarding goods to copy high prices. 2021 car companies stop production and cut production due to chip shortage every few days. According to the authoritative data of AFS, as of December 5, 2021, the Chinese automobile market has reduced production by 1.982 million vehicles due to chip shortage.
2. The rising upstream raw materials have led to a rise in the price of power batteries: taking lithium carbonate, the main material in power batteries, as an example, the price of battery-grade lithium carbonate in 2021 increased by an average of about 22000 yuan per ton per month last year. The fastest increase was in December 2021, with an increase of 71000 yuan per ton. It is important to know that the average price of battery-grade lithium carbonate is only 57000 yuan / ton at the beginning of 2021! As of March 10 this year, the average price of the latest battery-grade lithium carbonate has risen to 501000 yuan / ton.
"Click to order to view the spot historical price of SMM new energy products.
At the same time, the price of cobalt has risen from less than 300000 yuan / ton at the beginning of 2021 to 500000 yuan / ton now. There are power batteries to use diaphragms, positive and negative materials, electrolytes and other battery-related raw materials have different ranges of price increases, the increase is basically more than 100%!
Tesla produced 93422 new cars in 2021, of which 24380 were Model S and X, and 906032 were all Model 3 and Y, with an annual delivery of 936000.

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