Change the battery fee to catch up with the problem of "sky -high" car owners when buying a new car and a new energy car owner

For many new energy car owners, Zhou Ju, a reporter from the Economic Observer, may avoid the "ice cream assassin" and "yogurt assassin", but they could not hide the "battery assassin". Recently, a number of electric car owners vomited the reporter of the Economic Observer. The cost of replacing the battery can be called "sky -high", approaching or even more than the price of a new car.

"I just mentioned the car for 8 months. In September this year, I accidentally fell into the pit. The tires were bursting and the wheels were scraped. After the 4S shop was checked, the bearing bearing of the chassis battery warehouse was broken. The quotation fee is 93,000 yuan. "Ms. Miao Miao Miao Miao Miao Miao said to the reporter of the Economic Observer.

Such maintenance prices are almost equivalent to the price of a new car. According to the data, Euler's good cats were listed in November 2020, and the official guidance price range was 10.39-143,900 yuan.

Ms. Miao's encounter is not an example. A polar star 2 car owner posted on the Internet at the end of August that due to the damage to the battery pack of the vehicle, the 4S shop in informed that the bottom aluminum plate could not be replaced separately during maintenance, and the entire battery pack could only be replaced. About yuan. According to the data, the price of Jixing 2 is between 258,000 yuan and 3.38 million yuan, and the price of the replacement battery even exceeds the price of the new car.

Except for the Euler Cat, Jixing 2, Tesla, Xiaopeng and other brands have previously revealed that the battery maintenance and replacement price of battery maintenance and replacement are high. Earlier, a Tesla ModelSP85 owner went to Tesla's official maintenance because of the battery failure problem, and was told that the cost of the replacement of a pair of battery packs was 80,000, and the total price of 16 sets of batteries was 640,000, far exceeding the price of new cars. The staff of Xiaopeng's after -sales service center said that the P7 battery pack is about 110,000, the P5 costs more than 90,000 yuan, and the quotation of G3 is about 85,000 yuan.

In fact, in addition to the expensive battery, new energy vehicles generally have high after -sales costs. It is reported that Xiaopeng P5's single lidar maintenance is as high as more than 9,000 yuan.

The industry generally believes that compared with traditional fuel vehicles, new energy vehicles are lower due to low charging costs. But now, the high after -sales maintenance costs such as batteries and lidar seem to be a new problem for the development of new energy vehicles.

Foreign data company WEPREDICT research on services and maintenance of about 19 million cars between 2016 and 2021 found that the current maintenance cost of electric vehicles is 1.6-2.3 times that of fuel vehicles. Especially important components such as battery packs account for maintenance costs.

Why is the battery "assassin"?

Once there is a problem with the new energy vehicle battery, there are two main reasons for the cost of high maintenance and replacement.

First, the battery itself is relatively high. As one of the "three major pieces" (battery, motor, electronic control) of new energy vehicles, the cost of battery only accounts for 40-60%of the entire vehicle cost. In other words, a battery cost of about 200,000 yuan has a battery cost of 80,000 to 120,000, which is the most fundamental reason for the "battery assassin".

What makes the situation worse is that the current battery has continued to increase prices due to the shortage of raw materials, which has further caused the battery cost to rise.

In early 2021, the average price of lithium carbonate in China was about 50,000 yuan/ton, and by the first quarter of 2022, it would exceed 500,000 yuan/ton. On September 13, the data of Shanghai Steel Union showed that the price of battery -grade lithium carbonate rose 2600 yuan/ton a day. Compared with 2021, cobalt prices and nickel prices have risen more than doubled in 2021. It is understood that every time the price of lithium carbonate increases 100,000 yuan, the cost of power batteries increases by about 60 million per GWh.

In this case, battery suppliers such as Ningde and BYD have announced the price increase of battery. On October 25 last year, BYD issued a letter of adjustment, saying that the unit price of battery products such as CO8M is raised according to the actual situation of raw material prices. Among them, the product tax includes the current WH unit price, and the unified increase of not less than 20%.

On March 21 this year, Ningde Times said that the company adjusted the prices of some battery products accordingly. On the evening of April 29 this year, the Ningde Times held a performance exchange meeting, and once again revealed that the price of power batteries will increase in the second quarter.

Secondly, the structure of some power batteries itself, as well as the structure of the battery and chassis, has also greatly increased the probability of the battery's overall replacement, even if the battery is not damaged or partially damaged. "If the vehicle is equipped with a CTP battery (module -free battery technology), the box needs to be replaced with this battery bag as long as it is damaged, because this battery has no module and sticks directly to the box. If the customer hit it, the entire customer will be hit. The battery pack must be changed, and it can't be repaired. "A new car company's technical person in charge told the reporter of the Economic Observer.

According to a new energy vehicle sales staff, according to its understanding, BYD's blade batteries are different from other brands. "BYD's blade battery, no matter which piece of battery is broken, it must be changed. The battery pack must be replaced. Other brands may be broken and attenuated, which group is changed. "

Some car companies even manufacture batteries and chassis, such as zero -run cars. As a result, the battery and chassis cannot be replaced separately. Once the battery is repaired, the chassis needs to be used. At the same time, the bumps of the chassis are more likely to cause the battery damage. The complexity and cost of maintenance are "rising."

The difficult choice of the owner

In the face of high battery replacement costs, insurance companies will intervene. According to a new energy vehicle dealer, the insurance company will give a compensation plan according to the specific situation of the car damage. "Because there are car damage insurance, such (battery replacement) cost general insurance companies will be released. But if the maintenance cost of this car is exceeded the scope of the assessment of the insurance company, the insurance company recommends that customers directly take the vehicle directly to the vehicle directly Full damage and compensate the owner according to the current market price of the vehicle. For example, the car is worth 100,000, and the insurance company directly compensates him 100,000 yuan. "The person in charge of the above -mentioned new energy vehicle dealers told the Economic Observer reporter. This is consistent with the information provided by the owner. Euler cars advocate women that insurance companies have given two solutions after evaluating their vehicles. One of them is to replace the battery pack with a cost of about 95,000 yuan. The second is to determine the full loss of the vehicle, and the original price of the vehicle is compensated to Ms. Zhang, and additional 10,000 or 20,000 yuan is added.

But even with two solutions, Ms. Zhang was more entangled. She swayed in the two schemes and had a lot of doubts about the scheme of determining the full damage.

First of all, consider the economic account. "When my good cat bought it, the naked car was 112,900 yuan, plus the handling fee, the license fee, and then deducted the subsidy of Euler 10,000 yuan at that time, and the provincial subsidy was 2,000 yuan. I spent 106,000 this car. Yuan. If I accept the full loss plan, I have to buy a car again. The price of the new car has risen to 141,000 yuan. In addition, the subsidies are less. I need a total of 155,000 yuan in the new car. " Women believe that this is not cost -effective for her.

Coupled with feelings for the original car, Ms. Zhang insisted on choosing a plan to replace the battery pack. But this is not what the insurance company wants to see, it may not be easy to reach. "The insurance company is unwilling to (replace the battery pack) now, and the battery pack replacement fee reaches 95%of the body value, and they directly lose 95,000 yuan. If the full loss plan is taken, they will take back my car to auction, and they can auction net worth for auction. About 60,000 yuan, calculated about about 100,000 to pay me, and their book loss was much smaller. "Ms. Zhang told reporters.

It is worth noting that if you choose to replace the battery plan, in the case of high compensation accident, the owner's next premiums may be further increased, which will increase the cost of car owners. According to the data, the insurance premiums of the electric vehicle itself are higher than that of fuel vehicles, because after the three -electric system is damaged, the residual value rate of the vehicle will be very low.

According to China Financial News Network, since this year, insurance companies have generally raised the offer of new energy vehicle insurance. Among them, Tesla's premium premiums have an average of about 10%nationwide, and the average increase in premiums of high -performance version models is within 20%, and the premiums of Xiaopeng Automobile's models rose by 2.9%to 18.2%.

In addition, with the increase in the preservation of new energy vehicles, the maintenance of new energy vehicles began to concentrate. First of all, new energy vehicles have a highly monopoly monopoly after -sales, poor supply and component supply, three packages, and insufficient insurance systems, etc., leading to weak after -sales maintenance capabilities and high prices of new energy vehicles. Secondly, new energy vehicles are facing the problem of maintenance channels and talent shortages. According to China Industrial Network, the gap between the sales and after -sales talents in my country has reached 700,000, and the after -sales talent gap of new energy vehicles is about 100,000 each year.

In order to give consumers a "reliable pill", the OEM has launched a strong warranty condition. For example, BYD Qin can provide "6 -year or 150,000 kilometers of warranty and battery life warranty", SAIC Roewe provides E50 with 3 years and 100,000 kilometers of warranty, and 5 years and 100,000 kilometers of batteries Core component warranty. However, according to the reporter of the Economic Observer, the warranty launched by general car companies is limited to the natural attenuation of the battery and does not include maintenance caused by accidents.

With the application of innovative technologies such as autonomous driving of new energy vehicles, new, high -priced parts such as laser radar may continue to get on the car. Once these parts are damaged, they will also bring high maintenance and replacement costs. In this case, there is still a long way to solve the problem of after -sales difficulties of new energy vehicles.

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