Recently, due to the impact of highway traffic control, the electric vehicle industry has once again established a sharp upward trend. In August, the major brands in the electric vehicle industry will not only follow up the price increase, but also stop the delivery at any time or become a high probability event.

Affected by the epidemic situation and the traditional peak season of electric vehicles, the market stock and increment need to be released urgently, and both supply and demand are booming. However, the price rise of battery is becoming more and more intense, and the cost increase caused by superimposed transportation constraints is fermenting, and the price rise and shutdown are imminent.

The freight rate increases by up to 60%, and the freight cost increases

The latest data show that there are 234 medium and high-risk areas in China, an increase of 112 medium and high-risk areas compared with the data released on August 3. Now the epidemic spread rapidly. In order to cooperate with the epidemic prevention and control work in many places, as of 9 a.m. on August 10, 92 expressway toll stations in Jiangsu had been temporarily closed one-way or two-way.

In the current environment of tight transportation capacity, the transportation cost of electric vehicles as large logistics is naturally rising. Recently, a notice has been issued in Jiangsu: the freight rate has increased by more than 50-60%. The epidemic situation is still intensifying, and the relaxation of control is far away. Since then, businesses are not only facing the rise of transportation costs, but also facing the risk of logistics outage.

The price of all battery models may rise to a record high

In August, the price rise of batteries has become a trend. Now it is the peak sales season of electric vehicles, with strong supply and demand. Under the influence of the power ceiling policy, production is forced to be reduced, so the inventory is bound to be in a tight state, resulting in the extension of the delivery cycle.

Battery production capacity is tight, and driven by the rising sentiment in the vehicle market, since August 10, some battery brands have announced that the prices of all models have increased by 30-50. Obviously, the battery is ushering in a new high price.

Recognized by the authority, the new and stock demand is accelerated

Under the epidemic situation, the five major means of transportation, namely aircraft, motor cars, trains, buses and taxis, have become "mobile infectious sources", while electric vehicles play a major role in travel, and have become highly recommended by authoritative institutions and experts such as people's daily, CCTV news, health times and chief experts in disinfection.

Electric vehicles have been recognized by authoritative departments. Obviously, electric vehicles have become the best travel scheme for citizens. In this way, the majority of car owners and people using the public transport system will be more clearly aware of the advantages such as the safety of electric vehicle travel. The demand for buying electric vehicles as the second means of travel will be urgently released and become an incremental group in the electric vehicle sales market.

Then, the situation that the surge in orders is difficult to digest is also amplified by the epidemic again. In addition, at the time point of the peak season, orders surge, but the cost rises everywhere. The manufacturer is bound to transfer this part of the pressure to the dealers. Then, the price rise at the terminal level will also be implemented simultaneously.

Electric vehicles are in short supply in the market. Dealers should stock them as soon as possible

Under the epidemic situation, the advantages of electric vehicles over other means of transportation are more prominent. Dealers need to seize the demand of this wave of new people and seize the time to store goods. On the one hand, in order to seize the dividends of new and newly needed people in the market, on the other hand, due to the impact of the epidemic, the material flow is limited and the recovery period cannot be estimated, which will affect the normal supply, Only when you have food in your hand, you don't panic!