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Oil prices break 10! The new energy track is white-hot, and there is this new direction to grasp

author:Swift quantization
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One tank of diesel doubled from 800 yuan to 1600 yuan, and one tank of gasoline doubled from 230 yuan to 500 yuan.

After the further increase in the retail price limit of gasoline and diesel on June 14, No. 95 gasoline entered the "10 yuan era", No. 92 gasoline successfully rose to 9 yuan, and No. 0 diesel also increased by 2.23 yuan.

The travel cost of many fuel vehicles is close to 1 yuan per kilometer.

Some experts believe that "if oil prices rise, people will be more inclined to buy new energy vehicles to move." ”

Indeed, domestic new energy vehicle sales increased by 49.6% in May, nearly 1.1 times.

Oil prices break 10! The new energy track is white-hot, and there is this new direction to grasp

The new energy era has come to us, but taking the family's favorite B-class sedan as an example, BYD Han EV, the starting price of the old model last year was 214,800 yuan, and the new model of the 2022 entry was also 269,800 yuan; the Xiaopeng P7 started at 239,900 yuan; the Polar Fox Alpha S started at 251,900 yuan; Tesla started with 250,000 yuan and Weilai started with 320,000 yuan.

The B-class fuel vehicles of domestic brands rarely exceed 200,000 yuan.

With the gradual popularization of new energy vehicles, there is still room for downward mobility in the future.

However, the new energy vehicle track has long been white-hot, you see, Luo Yonghao has retreated from the difficulty and chose to do VR.

But this new direction may be graspable.

Oil prices break 10! The new energy track is white-hot, and there is this new direction to grasp

At present, public charging piles are mainly concentrated in Jiangsu, Zhejiang, Shanghai, Guangdong, Fujian, Beijing and other places, and public charging piles in these areas account for 72.3% of the national total.

However, even in the large area of public charging piles, there are still many new energy vehicle owners facing the problem of charging difficulties.

Mr. Wang of Suzhou originally thought that there were public charging piles near his home, and he could save some fuel costs after replacing new energy vehicles.

But on average, the charging of a car takes an hour to start, and at the same time, there are more new energy vehicles and fewer charging facilities.

So even if there are public charging piles nearby, it is still necessary to queue up for a long time to charge electricity, which has become a headache.

With the continuous popularization of new energy vehicles, charging piles will be regarded as an important infrastructure project in the future, and the total investment is expected to reach trillions of yuan in the future.

Oil prices break 10! The new energy track is white-hot, and there is this new direction to grasp

I'm not making this up, it's based on it.

As early as March this year, the "14th Five-Year Plan for Modern Energy System" issued by the Reform Commission and the Energy Bureau proposed that the sales volume of new energy vehicles will account for about 20% by 2025. Optimize the layout of charging infrastructure, comprehensively promote the coordinated development of vehicle piles, and carry out pilot demonstrations of new charging stations that combine light, storage, charging and replacement. At the end of May, the Ministry of Finance issued the "Opinions on Financial Support for Carbon Peaking and Carbon Neutrality", which proposed to vigorously support the improvement of charging and replacing infrastructure.

Case in point: Gas stations everyone knows.

Why do you need a gas station every other distance?

Because before everyone drove a fuel car, they had to refuel the car.

So now the public charging pile is the same reason, the future will not only be popular everywhere charging piles, and just like we are now set up gas stations on the highway, charging stations will become the "new darling" of the future high-speed.

Oil prices break 10! The new energy track is white-hot, and there is this new direction to grasp

Some people may wonder why the charging pile cannot be set up in the existing gas station.

Since the charging pile will inevitably have current, Mars, etc. may cause the problem of potential safety hazards of gas stations, so it is not feasible to set up charging piles in gas stations.

At the same time, due to the change of personal parking spaces and parking lots, the gap in private charging piles will continue to exist.

This also means the indispensability of public charging piles.

Oil prices break 10! The new energy track is white-hot, and there is this new direction to grasp

The charging pile industry in the mainland has formed an industrial pattern in which state-owned, private and mixed ownership coexist.

At present, operators are mainly divided into three categories: national, policy and regional.

Among them, the State Grid and special call and other manufacturers are the main force of public charging pile construction, the State Grid "e charging" project to encourage private charging piles to enter the shared operation field, charging pile operation end entry threshold significantly reduced, is expected to further promote the construction of charging piles.

As one of the important infrastructures in the future, it is likely that there will be a "charging pile Reits" project in the future.