Domestic refined oil prices have ushered in "four consecutive increases" this year, some people are "heart-wrenching", and some people are calm.
A few days ago, the official website of the National Development and Reform Commission showed that according to the recent changes in oil prices in the international market, according to the current refined oil price formation mechanism, from 24:00 on March 3, 2022, the domestic gasoline and diesel prices (standard products, the same below) will increase by 260 yuan and 255 yuan per ton respectively.
Image source: the official website of the National Development and Reform Commission
In terms of the national average price, No. 92 gasoline was raised by 0.2 yuan per liter; No. 95 gasoline was raised by 0.22 yuan per liter; No. 0 diesel was raised by 0.22 yuan per liter, and No. 92 gasoline in most parts of the country officially entered the "8 yuan era". According to the general household car fuel tank 50L capacity calculation, a full tank of No. 92 gasoline will cost an additional 10 yuan, and a full tank of No. 95 gasoline will cost 11 yuan more.
It is worth mentioning that since 24:00 on December 31, 2021, the domestic refined oil price has now undergone five rounds of increases. "In this pricing cycle, the geopolitical situation between Russia and Ukraine has been escalating, Europe and the United States have begun to restrict Russian oil imports, the interruption of Russian oil supply has become a reality, and international oil prices have risen continuously under the influence of the above factors, and the current 'two oils' have stood at the threshold of $110 / barrel." Crude oil performed strongly and continued to rise, and the rate of change of crude oil for domestic references was also positive. Zhuo Chuang information analysis believes that in the next cycle, international oil prices or continue to fluctuate at a high level, according to calculations, the retail price limit of refined oil products or continue to increase.
In this regard, some fuel vehicle owners said: "If it rises again, it will not be able to add" and "ride before changing the electric car." ”
Image source: Sina Weibo
However, electric vehicle owners generally said "calm". Some netizens left a message saying: "This year, I have not opened a gas car, and I will rise casually." ”
Electric vehicles vs fuel vehicles: can save nearly 10,000 yuan a year
After this round of price adjustment, the domestic gasoline and diesel prices have increased by 1265 yuan / ton and 1220 yuan / ton compared with December 31, 2021, equivalent to No. 92 gasoline, No. 95 gasoline and No. 0 diesel fuel per liter of 0.99 yuan, 1.05 yuan and 1.04 yuan respectively. With the implementation of this round of price adjustment, No. 92 gasoline in most parts of the country will enter the "8 yuan era".
Image source: Visual China
Taking Beijing as an example, according to the Beijing Municipal Development and Reform Commission, the maximum retail price of gasoline and diesel in Beijing has increased by 260 yuan and 255 yuan per ton since 24:00 on March 3. Among them, No. 89 gasoline was adjusted from 7.34 yuan per liter to 7.53 yuan, an increase of 0.19 yuan; No. 92 gasoline was adjusted from 7.84 yuan per liter to 8.05 yuan, an increase of 0.21 yuan; No. 95 gasoline was adjusted from 8.34 yuan per liter to 8.56 yuan, an increase of 0.22 yuan.
Image source: The official website of the Beijing Municipal Development and Reform Commission
The continuous rise in oil prices has also led to a sharp increase in the cost of fuel vehicles. "Daily Economic News" reporter calculated the account, to run 20,000 kilometers a year, refueled With No. 92 gasoline and fuel consumption of 8L per 100 kilometers of small private cars, after this round of price adjustment, the car's annual fuel cost is about 12880 yuan, up nearly 1700 yuan from the end of 2021.
In this context, the cost advantage of electric vehicles tends to be obvious. Taking the pure electric vehicle model with a power consumption of about 15 kWh per 100 kilometers as an example, when charging through a household charging pile (0.47 yuan / kWh), its annual (20,000 km) charging cost is about 1410 yuan, even if it is charged through a public charging pile (1.5 yuan / kWh) with a service charge, its annual charging cost does not exceed 5000 yuan, and the cost is 89% and 61% lower than that of fuel models, respectively. If the regular maintenance cost of the vehicle is included, the annual cost of electric vehicles will save nearly 10,000 yuan compared with fuel vehicles.
Investor website Benzinga analyzed that in addition to the rise in oil prices, some countries will also face pressure to reduce their dependence on Russian energy, and the continuous surge in oil prices has made the economy of renewable energy more attractive and also has positive implications for the accelerated development of electric vehicles.
Mainland new energy vehicle sales are expected to exceed 6 million units this year
The rising cost of fuel vehicles has also given the domestic new energy vehicle market greater imagination space.
According to the data of the Association of Passenger Vehicles, the global sales of new energy passenger cars in the narrow sense reached 6.23 million units in 2021, an increase of 118% year-on-year, and the market penetration rate reached 7%. Among them, China's new energy passenger car sales in 2021 accounted for 53% of the global market share, and the sales of pure electric vehicles accounted for 61% of the global market share.
"The recognition of new energy vehicles by domestic consumers has been greatly improved. Even if the price of vehicles increases slightly after the subsidy declines, it will be a short-term phenomenon. Cui Dongshu, secretary general of the National Passenger Car Market Information Joint Association, analyzed that the mainland's subsidy policy in 2022 remained stable in the framework of the technical indicator system and did not raise the "threshold", which is conducive to the continued strong increase of low-end models. The Association predicts that in 2022, the sales volume of new energy vehicles in mainland China will reach more than 5.5 million, and it is even expected to exceed 6 million.
At present, the mainland new energy vehicle market is showing a development trend of "a hundred flowers blooming". According to the data of the Association of Automobile Associations, in January this year, there were 11 enterprises with wholesale sales of new energy vehicles exceeding 10,000 vehicles, an increase of 6 over the same period, including traditional car companies such as BYD, SAIC-GM-Wuling, Geely, and GAC Eian, and the performance of new car manufacturers such as Xiaopeng, Ideal, and Nezha was also eye-catching.
According to the latest production and sales reports of various car companies, in February this year, BYD's new energy vehicle sales were about 88,000 units, an increase of 752.56% year-on-year; SAIC's new energy vehicle sales were 45,000 units, an increase of 48.42% year-on-year; ANDC's delivery volume was 8,526 units, an increase of 163% year-on-year.
In terms of new car manufacturers, "Wei Xiaoli" (Weilai, Ideal and Xiaopeng) sold 6131, 6225 and 8414 vehicles in February this year, up 9.9%, 180% and 265.8% respectively year-on-year. Among them, with the ideal car of a single model "going around the world", it once again won the single-month sales crown of the new car manufacturer after five months.
It is worth mentioning that the new car manufacturers in the second echelon are also stepping up to catch up, and have opened the "offensive" to the front-line camp. In February this year, Nezha car sales reached 7117 vehicles, an increase of 255% year-on-year, successfully achieving the surpassing of "Xiaowei"; zero-run February delivery volume was 3435 vehicles, an increase of 447% year-on-year, becoming the new car manufacturer with the highest year-on-year growth rate.
"Rising sales figures and market penetration rates show that new energy vehicles are gradually forming a replacement effect on the fuel vehicle market, and new car-making forces will accelerate their development in this change." Cui Dongshu believes that as the new forces of car manufacturing gradually gain a foothold in the market, they are also seeking further development, and the competition between these companies will undoubtedly become more intense in the future.
Reporter | Dong Tianyi
Editor| Cheng Peng, Pei Jianru, Yi Qijiang
Proofread | duan lian
Cover image source: Visual China
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