New Energy Daily | oil prices rose to "dissuade" fuel vehicles The order volume of new energy vehicle companies rose sharply

Whale Platform March 10 Highlights:

1, the rise in oil prices "dissuaded" fuel vehicles New energy vehicle companies orders rose sharply

"This year's domestic oil prices hit a new high in the past 10 years in March, and the high oil prices directly pushed up the daily commuting cost of fuel vehicles, and continued to expand the order of magnitude for the further promotion of new energy and even oil-electric hybrid technology." Cui Dongshu, secretary general of the Association, said. New car-making forces have also caught up with the "dividend" of this wave of rising oil prices. "It will be good to see deliveries in March at the moment." An insider of Xiaopeng Motors xiaopeng motors told the Financial Associated Press that due to the increase in order volume, Xiaopeng Automobile extended the delivery time for this purpose. Tesla's official website shows that the current Model 3 full series and Model Y long-endurance version are expected to deliver up to 16-20 weeks, that is, 4-5 months.

2. Wuling Capgemini Hybrid Edition or will be mass-produced in the second half of the year is expected to be equipped with a 2.0-liter hybrid system

Yiche news, recently, according to the information released by the listed company Founder Motor, Wuling hybrid project is expected to start mass production in the second half of the year, it is expected to be Capgemini hybrid version, the car may be equipped with a 2.0L naturally aspirated engine, electric motor and battery pack composed of a hybrid system, after the listing price may start at 140,000, with a more excellent fuel consumption performance.

3. Avita 11 completed the first round of extreme cold tests In the second quarter, it was officially listed / delivered to users in the third quarter

Easy car news, recently learned from official channels that Avita 11 has successfully completed the first round of extreme cold tests, indicating that the mass production of the model is fully promoted, following the extreme cold test, Avita 11 is also in Chongqing Matjiang synchronous endurance test. If all goes well, in the second quarter of this year, the new car will be officially launched and delivered to consumers in the third quarter.

4. SAIC-GM-Wuling: Strive to achieve annual sales of one million new energy vehicles in 2023

According to the news released by @SAIC Motor Group, recently, SAIC-GM-Wuling released the "two million, five tens of billions" - China Wuling New Energy Strategy, which will build a million pure electric new energy platform, a million hybrid new energy platform, and a battery, electric drive, electronic control, trade service, robot five tens of billions of industries, in 2023, and strive to achieve annual sales of new energy vehicles of one million.

5, the demon "nickel" is coming! The production cost of Tesla Model 3 may rise by more than 10,000 yuan

The first financial news, affected by the soaring price of Lun nickel, as of 11:30 on March 9, the main contract of Shanghai nickel continued to rise and stop, up 17% to 267,700 yuan / ton. Since March, the price of Shanghai nickel has risen by more than 90,000 yuan / ton. Tianfeng Securities said that in the case of a nickel price of 50,000 US dollars / ton, the cost of Model3 (76.8 kWh) bicycles increased by 10,500 yuan, Xiaopeng P7 (80.87 kWh) rose by 11,000 yuan, and Weilai EC6 (70 kWh electricity) rose by 0.95 million yuan, and the cost of bicycles in these three models rose by about 10,000 yuan.

6. The first monthly operating data report in the history of Tianci Materials: the net profit in the first two months increased by about 470% year-on-year

Tianci Materials announced that from January to February 2022, the new energy automobile related industries maintained a high degree of prosperity development, the company's main products production and sales were booming, the new production capacity climbed smoothly, the self-production rate of major raw materials increased steadily, and good business results were achieved. According to the company's preliminary accounting, from January to February 2022, the company achieved operating income of about 3.3 billion yuan, an increase of about 260% year-on-year; and achieved a net profit attributable to the shareholders of the listed company of about 860 million yuan, an increase of about 470% year-on-year. Small financial note: This announcement is the first time in the history of Tianqi Materials to publish the monthly main operating data report.

7. Baidu invests in driverless car radar developer Yijing Technology

"Science and Technology Innovation Board Daily" news on the 9th, Tianyan check shows that on March 8, Beijing Yijing Technology Co., Ltd. underwent industrial and commercial changes, adding Baidu (China) Co., Ltd. as shareholders, while the company's registered capital increased from 3.0683 million yuan to 3.2992 million yuan, an increase of 7.53%. It is reported that Yijing Technology is a driverless car radar developer, whose business covers the technology development of intelligent optical electromechanical chips and systems.

8, CITIC Construction Investment: Silicon carbide domestic breakthrough is accelerating Energy vehicles are the fastest growing market for SIC device applications

CITIC Construction Investment believes that the use of silicon carbide substrate limit performance is better than silicon substrate, can meet the application needs of high temperature, high pressure, high frequency, high power and other conditions, the current silicon carbide substrate has been applied to RF devices and power devices. We divide the development of SiC devices into three stages of development: 2019-2021 as the initial stage, 2022-2023 as the inflection point period, and 2024-2026 as the outbreak period. SiC has seen an explosion of demand growth in applications such as new energy vehicles, charging infrastructure, 5G base stations, industrial and energy, among which energy vehicles are the fastest growing market for SIC device applications, and the market size is expected to range from $1.6 billion to $4.6 billion in 2022-2026.

9. SoftBank plans to commercialize a new generation of lithium metal batteries in 2026

"Science and Technology Innovation Board Daily" reported on the 9th that SoftBank plans to commercialize a new generation of lithium metal batteries as early as 2026. In March 2021, SoftBank partnered with Enpower in the United States to successfully verify a new generation of lithium metal batteries that use lithium in the negative electrode without the current mainstream graphite. The storage performance of lithium metal batteries is about 1.5 to 2 times that of Tesla's existing batteries. SoftBank hopes to develop core component battery cells by the end of 2024 and will start supplying battery packs after 2026.

10. China's thousand-ton carbon dioxide hydrogenation to gasoline demonstration device successfully started up the world's first set

"Science and Technology Innovation Board Daily" news on the 9th, the Dalian Institute of Chemical Physics of the Chinese Academy of Sciences released a message on the 4th that it and Zhuhai Fuyu Energy Technology Co., Ltd. jointly developed the world's first set of 1000 tons / year carbon dioxide hydrogenation to gasoline pilot device, recently in Shandong Zoucheng Industrial Park successfully started driving, produced clean gasoline products that meet the national VI standards. Sun Jian, a researcher at Dalian Institute of Chemicals, said that the technology can achieve a conversion rate of carbon dioxide and hydrogen of 95%, and the selectivity of gasoline in all carbon-containing products is better than 85%, which significantly reduces the single consumption of raw hydrogen and carbon dioxide, and the overall process energy consumption is low.

Today's topic: Will the soaring oil prices lead to a surge in new energy car owners?

Domestic refined oil prices have returned to the "8 yuan era", and there have been many voices in public opinion that "the soaring price of oil is precisely a big opportunity for the development of new energy vehicles" and "new energy will accelerate the replacement of fuel vehicles". But some people think that although the price of electricity is far cheaper than the price of oil, but the cost of charging is only a small part of the cost of new energy vehicles, insurance price increases, endurance anxiety, battery safety hazards, insufficient number of charging piles, etc. are real problems, in the short term, lithium battery material costs rise to push up the cost of new energy vehicles The situation is still the same, oil prices will lead to a surge in new energy vehicle owners The judgment is not scientific, what do you think? Welcome to the discussion!

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