Upstream costs are fully transmitted, and the new energy vehicle industry is entering a price increase mode

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Entering March 2026, several domestic new energy vehicle companies have either directly announced price increases or revoked discounts to increase prices, which has attracted market attention. Recently, it was learned through interviews that the upstream price changes in the industry chain caused by rising lithium prices and chip shortages are rapidly transmitting to the sales end of downstream new energy vehicle companies, ushering in a new round of "price hikes" in the industry. Industry experts analyze that the future price trend of new energy vehicles mainly depends on upstream costs and changes in market demand for new energy vehicles.