Recently, the Russian-Ukrainian crisis has heated up rapidly, and the international commodity market and capital market have been affected to varying degrees. Russian, European and US stock markets have fallen continuously in recent days, US bonds, gold and other safe-haven assets have been promoted, while energy, agricultural products and other commodities due to supply disruption concerns and prices have risen, international oil prices are at $100, wheat, corn futures in recent months the contract rose.
As one of the world's three major producers of crude oil, Russia's crude oil production has accounted for more than 13% of global production in the past decade. In 2020, Russia became the world's second largest oil producer and third largest exporter, as well as the second largest producer and largest exporter of natural gas. At present, international oil prices have been driven by the Russian-Ukrainian incident to rise rapidly for some time, constantly refreshing the new highs of more than seven years, and have broken through the $100 mark. The price of domestic No. 92 gasoline is also close to the 8 yuan mark, which is about to enter the "8 yuan era".
The rapid rise in oil prices has also cast a shadow over the domestic passenger car market this year. In the 1970s, wars in the Middle East led to a sharp rise in global oil prices, which led directly to the rise of small energy-efficient cars. The sharp rise in crude oil prices this time coincides with the era of vigorous promotion of new energy vehicles, will it lead to rapid growth in sales of new energy vehicles?
At present, the rise in oil prices is indeed a positive for the sales growth of new energy vehicles. According to the China Automobile Association, China's new energy vehicle sales in January 2022 were 431,000 units, an increase of 136% year-on-year, and the penetration rate of new energy vehicles in a single month corresponding to single-month sales was 17.1%. Entering February, the overall performance of the new forces as the most typical representative of new energy vehicles is still strong, and Ideal Automobile has become the leading champion with the delivery volume of 8414, an increase of 265.8%; Nezha Automobile has delivered 7117 vehicles, an increase of 255%; Xiaopeng Automobile has delivered 6225 vehicles in February, an increase of 180%; Weilai Automobile has delivered 6131 vehicles, an increase of 9%; and zero-run cars have delivered 3435 vehicles, an increase of 447% year-on-year.
Similarly, the new energy products of traditional car companies are also being gradually accepted by consumers, and sales have risen sharply. Among them, GAC Aean delivered 8,526 vehicles in February, an increase of 163% year-on-year; Extreme Kr Automobile, with cumulative sales exceeding 10,000 units, reached 12,453 vehicles, and 2,916 vehicles were delivered in a single month in February. In the new energy vehicle market for many years, BYD automobiles have reached the harvest moment, in January this year, BYD new energy sales of 92926 vehicles, the sales of the whole series of new energy vehicles was 95180 vehicles, the sales of pure electric models were 46386, and the sales of traditional fuel vehicles were only 2254, which had been won for 7 consecutive months, and they all won the championship with obvious sales advantages. It can be seen that new energy vehicles are rapidly occupying market share, and the proportion is gradually increasing.
Xiaobian's friend, who originally planned to buy a fuel car, the high oil price made him hesitate, worried that he could not afford it in the future, and turned to ask for information about Xiaobian's new energy models. In recent years, the continuous improvement of the performance performance of new energy vehicles has gradually dispelled consumers' prejudices against new energy vehicles.
Write at the end:
The rise in global oil prices, at present, there is no sign of easing in the short term, and in the long run, it will definitely have a certain impact on the sales volume of the fuel vehicle market. Low-energy small-displacement cars and new energy vehicles will be more favored by consumers.
However, everything has two sides, and the global supply chain chaos and the decline in consumption power brought about by the epidemic and conflict have also brought certain uncertainties to the sales growth of new energy vehicles. In particular, the sanctions caused by the recent conflict, the supply of inert gases such as neon gas and non-ferrous metals that are necessary for the chip industry has become another focus of attention from all parties. The importance of chips to new energy vehicles is self-evident.