Oil prices "six consecutive rises" to promote the differentiation of the car market New energy vehicles may usher in a new round of growth

Hubei Daily all-media reporter Zuo Chen

At 24:00 on March 17, a new round of domestic refined oil price adjustment window opened, domestic refined oil prices ushered in "six consecutive rises", the price of No. 92 gasoline in most areas rose to about 8.6 yuan per liter, and No. 95 gasoline ran into the "9 yuan era".

The "rising price tide" of crude oil has struck, and new energy vehicles as alternatives have ushered in an increase in sales. Data from the China Association of Automobile Manufacturers shows that from January to February this year, the production and sales of new energy vehicles were 820,000 units and 765,000 units, respectively, an increase of 1.6 times and 1.5 times year-on-year.

As a major province in the automobile industry, Hubei has performed well. The data shows that in the first two months, the output of new energy vehicles in Hubei increased by 3.5 times year-on-year, and the retail sales of new energy vehicles increased by 2.5 times.

Potential consumers consider new energy vehicles

On the afternoon of March 16, on the first floor of Optics Valley World City Plaza, the flagship stores of new energy vehicles such as Ideal, Weilai and Weima were laid out in a pile. Many consumers try to sit in the store and negotiate car purchases.

At the Ideal Car flagship store, an "Ideal ONE" is parked in the middle of the lobby. "I just sold 2 cars this morning, and many customers were not in a hurry to change cars before, but since the rise in oil prices, they have accelerated the purchase of new energy vehicles." According to the sales manager of the store, "Ideal ONE" has been far ahead in medium and large SUVs, with an average monthly sales of about 13,000 units in the country, and only the Optics Valley store in World City can sell 60 to 80 units per month.

Across the store is the flagship store of WM New Energy Vehicles, and two polished WM W6 and EX5-Z vehicles are parked in the middle of the hall. "The soaring price of oil has really stimulated people's desire to buy." Huang Zhikang, sales manager of the store, said that in the past two weeks, more than half of the people who came to the store to consult new energy vehicles were more than in the past, and the average monthly sales in the country are about 4,000 to 5,000 units.

In the flagship store of "Lantu Space" in Wuhan Yintai Creative City, the store decoration is simple and stylish, and the blue and silver gray Lantu FREE is placed in the center, and a fresh wind of environmental protection and energy saving is coming, and young consumers continue to go in to see the car.

As of now, Lantu Automobile has a total of 50 directly operated stores across the country, and it is expected that there will be more than 100 offline directly operated stores this year. Lantu has also opened up online sales channels, and consumers can complete the experience of booking on-site test drives, personalized purchases, generating orders, and online payments without leaving their homes through digital platforms such as Lantu's official APP.

In addition to standing firm in the domestic market, Lantu Automobile also grasps the green consumer demand in overseas markets. On March 10, China Dongfeng Motor Industry Import & Export Co., Ltd. and representatives of Norway's Electric Way signed a memorandum of cooperation online, jointly announcing that Lantu officially "landed" in Norway, and Lantu became the first brand of the new energy national team to go to sea.

Data from Dongfeng Company shows that from January to February, car sales totaled 27,529 units, an increase of 10.02% year-on-year. Among them, the sales of new energy vehicles reached 2266 units, an increase of more than 40%.

Cheap to use, "threshold" raised

Sales have surged, are new energy vehicles really more economical than fuel vehicles?

Hubei Daily full media reporter calculated an account, an ordinary fuel vehicle according to the current 92 oil price of 8.6 yuan, fuel consumption of the average 8L / 100km calculation, most people use the car according to 20,000 kilometers, fuel cost is about 13760 yuan. The fuel cost of running 60,000 kilometers in 3 years is about 41,280 yuan.

Take everyone's favorite Tesla to calculate, the cost performance is relatively high Model 3, most of the owners normal use of 100 kilometers of electricity consumption of about 15 degrees, Tesla charging pile electricity is charged according to one kilowatt of electricity 1.8 yuan, 100 kilometers of electricity costs about 27 yuan. The electricity cost of 20,000 kilometers is 5,400 yuan, and the electricity bill of 60,000 kilometers in 3 years is 16,200 yuan. From the perspective of energy expenditure, the use of new energy vehicles is 25,080 yuan cheaper than fuel vehicles.

Although the cost of use is low, the "threshold" of new energy vehicles is also quietly rising. Zheng Peng, secretary general of the Hubei Electric Vehicle Circulation Association, introduced that due to the decline in subsidies for new energy vehicles and the "lack of core and less electricity", since the beginning of this year, the price of new energy vehicles has risen in stages.

Up to now, tesla, Weilai, Xiaopeng automobile, Nezha, Feifan, BYD, WM and other brands of new energy vehicles have announced price increases, including most of the mainstream models in the market, with a price increase of as little as one or two thousand yuan and more than 10,000 yuan. For example, since the beginning of the year, Tesla has raised prices many times in a row, and the model 3 rear-wheel drive version has increased its price by 14248 yuan, which has far exceeded the fuel expenditure of fuel vehicles for one year.

The pick-up cycle has also become longer. It is understood that at present, the pick-up cycle of popular models of BYD, GAC E-An, Geely Geometry and other brands is more than 3 months, the pick-up cycle of Xiaopeng P5 is more than 4 months, and the pick-up cycle of Tesla Model Y and Model 3 models is 12-16 weeks.

More new energy models will be available

Despite this, consumers still have great enthusiasm for new energy vehicles. Zheng Peng introduced that the current ownership of new energy vehicles only accounts for 2.6% of the total number of vehicles, and it is expected that in 2025, the penetration rate of new energy vehicles will reach 25%, and it is the trend of the times for new energy vehicles to replace fuel vehicles.

In order to attract more consumers and in order to PK with traditional fuel vehicles, new energy vehicle sellers have played a "free service card". In the ideal car Optics Valley flagship store, the car purchase poster marked "Owner's Rights" reads: Vehicle warranty of 5 years or 100,000 kilometers, three-electric system warranty of 8 years or 120,000 kilometers, free gift and installation of household charging piles, free to enjoy 3 consecutive years of 20GB per month 4G traffic.

In order to alleviate the financial pressure of consumers, wuhan tiandi one-square shopping center Weilai experience store also launched a "0 yuan purchase". According to the sales manager of the store, through cooperation with financial institutions, consumers can make a minimum down payment of 0 yuan, and the annualized rate of 36 periods is only 2.99%, and after purchasing worry-free service or vehicle insurance, they can drive their cars home.

In addition to preferential services, new car-making forces and traditional car companies are also accelerating the layout of the industrial chain.

On February 28, the first phase of the Xiangyang BYD Industrial Park blade battery project with an investment of 10 billion yuan began construction, including power battery production lines and parts, new energy vehicle parts projects, etc., with an annual output value of 14 billion yuan after being put into operation.

In the Wuhan Economic and Technological Development Zone, the construction of Dongfeng's high-end new energy off-road vehicle project is in full swing. The project will build an advanced intelligent manufacturing center, off-road base, headquarters office and commercial exhibition center in China Chegu Valley, and is scheduled to be officially put into operation in the first phase of 2023, and finally have a production capacity of 100,000 vehicles to fill the gap of high-end new energy off-road vehicles in China.

More new energy models will be unveiled. On April 7, Lantu's large-scale luxury electric MPV model - Lantu Dreamer will be officially launched, which is equipped with 5G vehicle networking, and is also equipped with L2+ intelligent driver assistance system, with a variety of intelligent cockpit modes, which can meet the high-end travel needs of users. In addition, in the upcoming Beijing Auto Show, WEILAI ES7, new WM E.5, ideal L9 and other blockbuster new energy models will be released, and more new products will compete for the new energy vehicle market.

(Hubei Daily)