In the past few days, the news of rising oil prices has been "old news", but the impact is "far-reaching".
This is not the first time this year that the domestic oil price has been adjusted, in less than four months, the domestic oil price has been raised 5 times, some people complained that now a tank of oil can already be worth a gram of gold.
In Beijing, for example, No. 95 gasoline rose from 7.8 yuan per liter to 9.18 yuan per liter, and in terms of 55 liter fuel tank, a tank of oil has now risen from 429 yuan to 504.9 yuan. Before the price increase, a tank of oil could also be worth a gram of gold.
For the office worker who commutes daily, the monthly refueling cost is more than a hundred, although it is not much, but for ordinary people, this is enough to affect his original decision to buy a car.
Car owners who are not ready to buy a car have also begun to "refine" their driving skills: driving at a uniform speed, avoiding frequent lane changes, and heating up the car properly.
The rise in oil prices has allowed many new energy automobile companies to see a new marketing "hot spot": this time it is Shen Hui, the CEO of WM Motors.
Although Shen Hui's speech was complained about by many people, he did not understand Hermès and did not understand LV, but everyone understood Shen Hui's meaning: under the background of high oil prices, electric vehicles will indeed save money.
Back to the new energy vehicles themselves, oil prices have risen, for new energy vehicles, especially pure electric vehicles, of course, it is good news, but are our new energy vehicle companies ready?
The impact of oil prices on users is the decision to buy a car, the problem of car companies, is the rise of raw materials, so potential car owners have to face another problem: the price of new energy vehicles has risen.
Isn't it ironic that refueling has become gold, and buying a car has become a wealth management product?
At the same time, whether it is BYD, this "old" car company, or Xiaopeng Automobile, such a new force car company, or Tesla, have silently raised their own prices. However, from the perspective of order volume, all car companies are under tremendous pressure.
BYD's message is, "All production lines are at full capacity. ”
Xiaopeng Automobile told reporters, "Xiaopeng Automobile currently has sufficient orders, and March will be a month of delivery of 'top production capacity'." ”
Tesla's sales around the world have soared, with orders in some regions increasing by 100%.
The result of the surge in demand is longer lead times.
The pick-up cycle of Xiaopeng, BYD and GAC Aeon's popular models has exceeded 3 months; while Tesla's Tesla Model Y and Model 3 have a lifting cycle of up to 16-20 weeks.
The pressure on car companies is not only from the delivery cycle, but also from the cost.
According to media statistics, in the case of nickel prices of 50,000 US dollars / ton (nickel is one of the raw materials for power batteries), the cost of Model 3 (76.8 kWh electricity) rose by 10,500 yuan, Xiaopeng P7 (80.87 kWh electricity) rose by 11,000 yuan, and Weilai EC6 (70 kWh electricity) rose by 0.95 million yuan.
At present, according to the news of a number of car companies, the largest price increase is Tesla, the highest increase reached 30,000 yuan; while other car companies, including BYD, Weilai Automobile, Xiaopeng Automobile, Euler, SAIC-GM-Wuling, Volkswagen, Zero Run, Extreme Krypton, Geometric Automobile and other brands of new energy vehicles, have announced price increases.
And most of them rose, between 2,000 yuan and 10,000 yuan.
That is to say, new energy vehicle companies, in the face of price increases, are actually very restrained, in other words, the price increase, the best situation, is just to offset the cost of rising raw materials.
In the opinion of professionals, "if production is carried out with an established scheduling plan, the company has the ability to balance the production costs at the production end." However, the sharp increase in order volume has broken the balance of the raw material supply chain, and the raw materials are currently in a large-scale price increase stage, resulting in the inability of car companies to share manufacturing costs equally in a short period of time. ”
In other words, even if the price rises, the car companies are still doing money-losing business in a short period of time.
Back to consumers, whether it is the rise in gasoline prices, or the rise in the prices of various raw materials, or the rise in the prices of new energy vehicles, the final result is reflected in the "money" paid by consumers.
In other words, the final consequence is still paid by consumers.
For new energy vehicle companies, as long as they survive this period, the advantages for new energy vehicle companies will definitely outweigh the disadvantages, and in the international environment, for China's new energy vehicle companies, it is also a rare period of opportunity: to win a greater market share in the international market.
Although everyone knows that the rise in oil prices will definitely accelerate the replacement process of new energy vehicles for traditional fuel vehicles, but the problem returns to the original point, the old problems of new energy vehicles: charging problems, battery life lock problems, battery safety issues, and the safety problems of intelligent driving, can we really solve it in these "good" news?
In addition, the well-known problem of low second-hand retention rate of new energy vehicles can also be truly reversed under this big process?