Oil prices into the "9 yuan era" new energy vehicles to meet indirect benefits?

Since the beginning of this year, the new energy vehicle market has not been calm, on the one hand, sales figures have been rising, on the other hand, factors such as rising power battery raw materials have led to an increase in car prices, and supply has exceeded demand due to lack of cores and limited battery production capacity.

What is the impact of the continuous rise in oil prices on the new energy vehicle market? As a major province in the production and sales of new energy vehicles, how can Jiangsu stabilize production and supply?

Oil prices are rising, and gas stations are lining up

From 24:00 on March 17, the domestic gasoline and diesel prices increased by 750 yuan and 720 yuan per ton respectively. Equivalent to the price per liter, the price of No. 92 and No. 95 gasoline was raised by 0.58 yuan and 0.62 yuan respectively, and the price of No. 0 diesel was raised by 0.61 yuan. This round of oil price adjustment is the fifth price adjustment this year, superimposed on a price increase at the end of December last year, and the domestic refined oil price "six consecutive increases", setting a record for the largest increase since the new version of the pricing mechanism in 2013.

On the evening of March 16, a number of gas stations in Nanjing lined up. At 8:17 p.m. that night, Ma Guoqiang, who came to the gas station on Qingliangmen Avenue of Sinopec after work, posted a video of many vehicles in front of him waiting in line for refueling in the circle of friends, with the text "Can save a little is a little." Ma Guoqiang said that he queued for more than 20 minutes that day to add fuel, saving 35 yuan once.

"March 16, from 8 o'clock until 11:45 p.m. 4 tankers and 32 refueling guns were all activated, and three staff members were also organized to guide traffic, almost at full capacity, adding 62 tons of gasoline a day, compared with less than 40 tons in normal times. Song Guibao, director of the petrol station of Sinopec Bailongjiang West Street, introduced that the gas station is a 10,000-ton station in Nanjing, and the annual refueling volume is more than 10,000 tons. On the 16th, the tank truck continued to run, sending a total of 80 tons of gasoline. "Some gas stations in Nanjing have temporarily sold out gasoline, mainly because the tank truck capacity is not enough, and the oil reserves are actually sufficient."

Zhao Cheng, a private car owner, calculated an account for the reporter, the car fuel tank capacity is 54 liters, fill a tank of No. 95 gasoline, and spend 33 yuan more after the price increase. Many friends around me joked that they couldn't afford to drive, and some friends began to take buses, subways, and bicycles on short trips. Rising oil prices have put some pressure on everyone. ”

Car prices are rising, and consumers are mostly waiting

Oil prices continue to rise, will there be hot new energy vehicle sales? The reporter visited a number of new energy vehicle stores to understand the actual sales situation.

"After the continuous rise in oil prices, the current cost of gasoline vehicles is about 1 yuan per kilometer, while the cost of trams is only 0.1 yuan." Weilai Automobile Nanjing Jianye Wuyue store sales consultant said that recently came to consult a lot of consumers, but the impact of rising oil prices on new energy vehicles is not so fast, can only say that the sales of new energy vehicles have grown steadily, coupled with the end of the new energy vehicle subsidies at the end of this year, many people are still waiting, sales changes may take a few months to see.

Tesla Nanjing Deji Plaza experience store clerk told reporters that the rise in oil prices will stimulate some consumers to buy new energy vehicles in the short term, but from the overall trend, the main thing is that consumers' cognition of new energy vehicles has been greatly improved, and the experience of vehicles can be recognized.

The reporter learned from the Provincial Automobile Office that by the end of last year, the number of new energy vehicles in the province was 505,000, accounting for 2.31% of the total number of cars. Among them, the number of pure electric vehicles is 443345, accounting for 87.8% of the total number of new energy vehicles. In January this year, the province's new energy vehicle production and sales were 31,900 units and 32,100 units, respectively, an increase of 1.84 times and 1.96 times year-on-year.

The recognition of new energy vehicles is the biggest motivation for people to buy new energy vehicles. The reporter found that the oil price is rising, but there are still many consumers who are reluctant to consider new energy vehicles, and the main concern is still in the infrastructure and convenience of charging. "Don't consider changing the tram for the time being, but when you buy a second car." "The main concern is the problem of tram batteries, if only in the city to take the tram has an advantage." "At least two or three years later, we will consider trams, because the battery technology is updated very quickly, and I want to wait until the technology is mature and stable." ...... Similar considerations are not uncommon in interviews.

Price is also one of the important factors affecting consumers' car purchases. In fact, not only is the price of oil rising, since this year, BYD, Volkswagen, Weima and other car companies have increased the price of new energy vehicles, the range is generally in the thousands of yuan.

On March 17, the domestic Tesla announced a price increase again, Tesla China official website shows that the price of the rear-wheel drive Model Y was raised to 316,900 yuan, an increase of 15,060 yuan. At present, the Tesla Model 3 rear-wheel drive version is up 24248 yuan, and the high-performance version is up 28,000 yuan. Xiaopeng Automobile has been adjusting prices since March 21, with a price increase of 10,000-20,000 yuan, of which xiaopeng P7 has increased by nearly 20,000 yuan.

"If you place an order a few days later, you will spend tens of thousands of yuan more." Yan Hang, a Nanjing citizen who was preparing to change cars recently, sighed that oil prices have risen and the price of new energy vehicles has also risen, and he does not know how to choose, or look at it after a while.

This wave of price increases is not only the "butterfly effect" of oil price increases, but also inseparable from the price increase of power battery raw materials. "The price of lithium and nickel, the raw materials for batteries, has soared." For example, the clerk of Xiaopeng Automobile Nanjing Jianye Wuyue Plaza store said that lithium carbonate is the main source of lithium batteries, and the price increase of this product is very obvious. At the beginning of this year, the average price of lithium carbonate was 290,000 yuan per ton, and now it has risen to 494,500 yuan per ton, and this raw material was 50,000 yuan per ton at the beginning of last year. If the price of power battery raw materials cannot be stabilized, there will be a new round of price increases for new energy vehicles.

Car companies worry about "supply" and "sell"

At the beginning of this year, the global epidemic situation and the development of world economy and trade are still facing many uncertainties, but the mainland automotive industry is tenacious and tenacious, and gradually achieves good and upward development. According to the data recently released by the China Association of Automobile Manufacturers, from January to February this year, the production and sales of new energy vehicles nationwide reached 820,000 units and 765,000 units, respectively, an increase of 1.6 times and 1.5 times year-on-year, and the market share reached 17.9%.

However, behind the market heating, there are also hidden worries such as raw material bottlenecks and loss of price advantages, especially the global chip shortage brings great challenges to the industry, and the new energy vehicle market even has a situation of short supply.

In the face of the continuous impact of the epidemic and the shortage of raw materials, how can car companies on the supply side respond to and ensure market supply?

"SAIC Maxus has two major smart factories in Wuxi and Nanjing, which are not only the 'alchemy furnace' of SAIC Maxus blockbuster models, but also the 'reassuring pill' that ensures the stable operation of production throughout the year." The relevant person in charge of SAIC Maxus told reporters that in order to cope with problems such as the rise of raw materials, SAIC Maxus maxus cooperated with two major factories to make sufficient "stock preparation" preparations, especially the more popular models in Jiangsu such as light passengers and new energy vehicles, which will ensure rapid and high-quality delivery of products.

Technical force has become a "moat" to ensure production. SAIC Maxus MAXUS Nanjing Plant is the world's first new C2B user co-creation customized model factory, covering the entire product life cycle, and SAIC Maxus MAXUS Wuxi Plant is SAIC Maxus's largest production base, which can support the simultaneous production of more than 200 models on 6 platforms. In order to win this year's "guarantee delivery battle", the Wuxi factory has carried out a comprehensive system upgrade during the Spring Festival on the basis of the existing leading intelligent manufacturing technology, equipment and scale advantages, achieving double high pull speed and quality, and striving to achieve a monthly output value of 20,000 units.

"Don't worry about selling, the key is to keep up with the supply" has become the status quo of car companies. As a "new car-making force", Wuxi-based Brilliance Xinri New Energy Automobile Co., Ltd. resisted the pressure in the face of market conditions such as chip supply cuts and rising raw materials, and the first i03 pure electric sedan product was launched in October last year, and it obtained sales performance of 3,000 units in one quarter.

"The company strengthens the control of various procurement costs, continues to promote refined production, technological transformation and other cost reduction and efficiency improvement measures, and reduces the cost and price of the whole vehicle." Wang Dongsheng, director and assistant to the chairman of Brilliance Xinri, revealed that last year, the company locked in scarce resources such as chips and batteries to ensure the production and sales target of 30,000 vehicles this year. "Jiangsu is the key market for the industry to develop, and the company plans to expand the existing more than 20 distribution outlets to more than 50, combined with a new round of car activities to the countryside, increase brand publicity, and build Jiangsu into an 'important town' of production and marketing." Wang Dongsheng said.

The production and sales of new energy vehicles still need to be developed

Jiangsu is a major province in the production and sales of new energy vehicles, looking at the whole year, how to ensure the healthy and stable development of both production and marketing?

At present, from the mining of minerals in the upstream of the new energy industry chain to the production of raw materials and the supply of equipment, there is a supply gap, triggering a price crisis. Taking power batteries as an example, the annual increase of major raw materials such as lithium iron phosphate and lithium carbonate is approaching 10 times, affecting the supply speed of equipment manufacturers and the progress of battery production line construction, and the profit margins of the power battery industry and the downstream new energy automobile industry are seriously squeezed, and many enterprises are facing the grim situation of "revenue is not profitable".

"This problem is difficult to be effectively solved in the short term, will become a major challenge in the industry in the next few years, I hope that the national level will introduce relevant regulatory mechanisms, guide and encourage mineral and equipment suppliers, host manufacturers and battery manufacturers to reasonably share the pressure of rising raw material prices on the operation of upstream and downstream enterprises in the industrial chain, and promote the healthy development of the new energy vehicle industry chain." The relevant person in charge of a power battery company said that in addition, in terms of battery recycling, a responsibility sharing mechanism with power battery manufacturers as the main and consumers as the supplement has been established; in the field of product application, the "double integral" policy for commercial vehicles has been introduced to promote the process of new energy for commercial vehicles.

Respondents have said that it is imperative for the whole industry chain to exert force, and all localities should be deeply involved in the coordination of the industrial chain. "It is hoped that the state will continue to introduce fiscal and tax preferential policies, implement strong chain replenishment actions in provinces and cities, increase efforts to cultivate leading enterprises and key enterprises, and form a new energy industry chain ecology." Wang Dongsheng suggested that around the current situation of the municipal new energy industry to make up for the shortcomings, forging long boards, formulate action plans, from both ends of supply and demand, through the three links of technical research, platform support, demonstration and application, optimize the use of the environment, promote the upgrading of key vehicles and key parts and components enterprise brands, and comprehensively enhance the competitiveness of the regional industrial chain. "It is recommended to set up a special fund for the new energy automobile industry in each districted city to fully implement policy subsidies such as new energy vehicle purchase, industrial subsidies, and supporting facilities construction, and create an ecological chain from enterprise production to user use."

Industry insiders believe that the rapid development of the domestic electric vehicle supply chain, with production capacity, technology, cost, customer and other advantages, with leading product strength of the power battery and a large number of fashion trends and fun new models iterative listing of the market quality supply, cost performance highlighted, coupled with non-limited cities and the vast rural market is quickly activated, the proportion of new energy vehicle sales shows a steady and rapid increase. In addition, the decline of subsidies will also stimulate some consumers to catch up with the "last train", driving the sales of new energy vehicles to increase.

The surveyed enterprises have suggested that corresponding consumption promotion policies be introduced in terms of vehicle charging and replacement, so as to provide a stronger impetus for vehicle consumption upgrading; carry out pilot and demonstration applications of intelligent networked vehicles, pure electric trucks, and hydrogen fuel cell vehicles in Nanjing, Wuxi, Xuzhou, Suzhou and other qualified cities, and steadily expand the consumption of new energy vehicles.

Source: Xinhua Daily