International oil prices soar fuel vehicles or accelerate the phase-out

On May 30, the price of refined oil products rose again, with No.
92 gasoline rising by 0.
31 yuan per liter, No.
95 gasoline rising by 0.
33 yuan per liter, and No.
0 diesel fuel rising by 0.
33 yuan
per liter.
After the price increase, it cost 15.
5 yuan to fill a tank of No.
92 gasoline, and in some areas, No.
92 gasoline entered the 9 yuan era
.

This is the ninth time this year that oil prices have risen, netizens have called out "too expensive", "can't afford to hurt", "have not dared to drive out", "hurry up and change the tram".
.
.
It seems to be ridiculous, but it is actually a true reflection
of the impact of rising oil prices on the fuel vehicle market.
At a time when major traditional automobile giants have announced their switch to the new energy vehicle market, and governments have also given the green light to new energy vehicles, oil prices may be a catalyst that will accelerate the downturn in the traditional fuel vehicle market and accelerate the process
of its eventual replacement.

"9 up and 1 down", oil prices rose amazingly

Since the beginning of this year, oil prices have continued to "drift red", has experienced "9 up and 1 down", netizens sighed, "can afford to buy a car, can not afford to add oil
.
" ”

Beijing Youth Daily inquired the website of the National Development and Reform Commission and learned that this year, the first increase in oil prices can be traced back to January
.
Since 24:00 on January 17 this year, the domestic gasoline and diesel prices have increased by 345 yuan and 330 yuan
per ton respectively.
On the national average, No.
92 gasoline was raised by 0.
27 yuan per liter, No.
95 gasoline was raised by 0.
29 yuan per liter, and No.
0 diesel fuel was raised by 0.
28 yuan
per liter.
Beiqing Daily estimates the 50L capacity of the general household car fuel tank, and it costs 13.
5 yuan
more to fill a tank of No.
92 gasoline.

Less than half a month later, oil prices ushered in the second price
increase during the year.
The National Development and Reform Commission released news that since 24:00 on January 29 this year, domestic gasoline and diesel prices have increased by 310 yuan and 300 yuan
per ton respectively.
On the national average, No.
92 gasoline was raised by 0.
24 yuan per liter, and No.
95 gasoline and No.
0 diesel fuel were raised by 0.
26 yuan
per liter.
Beiqing Daily estimated the capacity of the general household car fuel tank 50L, and it cost 12 yuan
more to fill a tank of No.
92 gasoline.

Only one month after the first price increase this year, oil prices have risen "three times in a row"
.
Beiqing Daily learned from the National Development and Reform Commission that since 24:00 on February 17 this year, domestic gasoline and diesel prices have increased by 210 yuan and 200 yuan
per ton respectively.
On the national average, No.
92 gasoline was raised by 0.
16 yuan per liter, and No.
95 gasoline and No.
0 diesel fuel were raised by 0.
17 yuan
per liter.
Beiqing Daily estimates the 50L capacity of the general household car fuel tank, and it costs 8 yuan
more to fill a tank of No.
92 gasoline.

After half a month, it ushered in a new round of upward adjustment
.
Since 24:00 on March 3 this year, domestic gasoline and diesel prices have increased by 260 yuan and 255 yuan
per ton respectively.
On the national average, No.
92 gasoline was raised by 0.
2 yuan per liter, and No.
95 gasoline and No.
0 diesel fuel were raised by 0.
22 yuan
per liter.
Beiqing Daily estimates according to the 50L capacity of the general household car fuel tank, and it costs 10 yuan
more to fill a tank of No.
92 gasoline.

Oil prices ushered in "5 consecutive increases", hitting a new high
this year.
Since 24:00 on March 17 this year, domestic gasoline and diesel prices have increased by 750 yuan and 720 yuan
per ton respectively.
On the national average, No.
92 gasoline was raised by 0.
59 yuan per liter, and No.
95 gasoline and No.
0 diesel fuel were raised by 0.
62 yuan
per liter.
Beiqing Daily estimated according to the 50L capacity of the general household car fuel tank, and it cost 29.
5 yuan
more to fill a tank of No.
92 gasoline.

Oil prices rose slightly, but the rally continued
.
Since 24:00 on March 31 this year, the domestic gasoline and diesel prices have increased by 110 yuan
per ton.
On the national average, No.
92, No.
95 gasoline and No.
0 diesel fuel were raised by 0.
09 yuan
per liter.
Beiqing Daily estimates the 50L capacity of the general household car fuel tank, and it costs 4.
5 yuan
more to fill a tank of No.
92 gasoline.
After the price increase, the retail price of No.
95 gasoline approached the highest point of 9.
32 yuan / liter
in October 2018.

This year's oil prices have risen "six consecutive times" and finally ushered in the first decline
.
Since 24:00 on April 15 this year, domestic gasoline and diesel prices have been reduced by 545 yuan and 530 yuan
per ton respectively.
No.
92 gasoline was cut by 0.
43 yuan per liter, and No.
95 gasoline and No.
0 diesel were both reduced by 0.
45 yuan
per liter.
Beiqing Daily estimated according to the 50L capacity of the general household car fuel tank, and it cost 21.
5 yuan
less to fill a tank of No.
92 gasoline.

The decline in oil prices did not last long, and the rise after the fall caught car owners off guard
.
Since 24:00 on April 28 this year, domestic gasoline and diesel prices have increased by 205 yuan and 200 yuan
per ton respectively.
No.
92 gasoline was raised by 0.
16 yuan per liter, and No.
95 gasoline and No.
0 diesel fuel were raised by 0.
17 yuan
per liter.
Beiqing Daily estimates the 50L capacity of the general household car fuel tank, and it costs 8 yuan
more to fill a tank of No.
92 gasoline.

From 24:00 on May 16, 2022, the domestic gasoline and diesel prices will increase by 285 yuan and 270 yuan
per ton respectively.
On the national average, No.
92 gasoline was raised by 0.
22 yuan per liter, No.
95 gasoline was raised by 0.
24 yuan per liter, and No.
0 diesel fuel was raised by 0.
23 yuan
per liter.
Beiqing Daily estimates the 50L capacity of the general household car fuel tank, and it costs 11 yuan
more to fill a tank of No.
92 gasoline.

From 24:00 on May 30, 2022, domestic gasoline and diesel prices will increase by 400 yuan and 390 yuan
per ton respectively.
The above-mentioned price increase is 0.
31 yuan per liter of No.
92 gasoline, 0.
33 yuan per liter of No.
95 gasoline, and 0.
33 yuan
per liter of No.
0 diesel.
Beiqing Daily estimates the 50L capacity of the general household car fuel tank, and it costs 15.
5 yuan
more to fill a tank of No.
92 gasoline.

Fu Yuwu, honorary chairman of the China Society of Automotive Engineers, told Beiqing Bao: Due to one of the world's largest oil producers and exporters, at present, affected by uncertainties such as the international situation, the original oil supply situation has been broken, causing a large supply imbalance
.
Affected by this, oil prices may still fluctuate in a short period of time, and the global oil supply problem will continue to affect for a period of time
.

The pressure on the fuel vehicle market has multiplied

From January to April this year, the cumulative sales of Chinese-branded passenger cars totaled 3.
098 million units, an increase of 9.
8% year-on-year, accounting for 47.
6% of the total passenger car sales, and the share increased by 6.
0 percentage points
year-on-year.
Among them, car sales of 1.
136 million units, up 34.
3% year-on-year, with a market share of 37.
3%, of which, in April, automobile production and sales reached 1.
205 million units and 1.
181 million units, down 46.
2% and 47.
1% month-on-month, down 46.
1% and 47.
6%
year-on-year.
From January to April, vehicle production and sales totaled 7.
69 million units and 7.
691 million units, down 10.
5% and 12.
1% year-on-year, ending growth in the first three months of
this year.

From May 1 to 22 this year, the national passenger car market retailed 780,000 units, down 16% from last year and up 34%
from the previous month.
Among them, the overall narrow passenger car market retail sales in the first week reached an average of 32,000 units per day, down 21% year-on-year, and an increase of 29%
compared with the average value of the first week of April this year.
Retail sales in the overall narrow passenger car market averaged 33,000 units per day in the second week, down 22% year-on-year and up 26%
from the average for the second week of April.
In the third week, the overall narrow passenger car market retail sales reached an average of 42,000 units per day, down 6% year-on-year, and the performance gradually picked up and improved, up 47%
from the average value of the third week of April this year.

The Passenger Car Market Information Joint Committee said that it is difficult to return to normal levels before the end of May, and the pressure on the supply side will not decrease
.
In the new energy market, production and supply have picked up compared with the previous month, and it is expected that the new energy market will still maintain a market penetration rate
of about 25% in May.
Affected by high oil prices, more people will choose to buy new energy vehicles
.
The supply of new energy vehicles in May will improve significantly from the previous month, and the retail sales of new energy vehicles in May are expected to be high growth
compared with April.
The automotive market is struggling under multiple adverse factors, but the new energy vehicle market is still better than traditional fuel vehicles
.

Consumers and local governments favor new energy vehicles

In the face of soaring oil prices, the increase in charging facilities, and increasingly mature new energy vehicle products, more and more consumers are beginning to consider buying new energy vehicles
.
Mr.
Yang, the owner of the car, told Beiqing Daily that when he chose to buy new energy vehicles at that time, he took into account that the charging cost of new energy vehicles was much lower than that of traditional fuel vehicles
.
The charging cost of electric vehicles only needs a few tens of yuan, but the refueling cost of fuel vehicles is more than ten times that of them
.
Coupled with the continuous increase in oil prices since this year, the cost-effective advantages of new energy vehicles have become more and more prominent
.

Mr.
Wang, who intends to buy a car, told Beiqing Daily that in the past, when buying a car, he would give priority to the fuel consumption, brand, reputation and performance
of the car.
With the maturity of related facilities such as technology, intelligence, configuration, performance, and charging supporting services of new energy vehicles, coupled with the impact of the epidemic, long-distance travel plans are limited
in the short term and even for a long period of time.
In contrast, the purchase of new energy vehicles is more cost-effective, and priority will be given to the purchase of new energy vehicles
.

Local governments have also introduced preferential policies for new energy vehicles to boost the development of the new energy vehicle market, and the traditional fuel vehicle market has further suffered setbacks
.
On March 29 this year, the Department of Industry and Information Technology of Hainan Province issued the "Several Measures to Encourage the Use of New Energy Vehicles in Hainan Province in 2022" to accelerate the promotion and application of new energy vehicles in Hainan Province, ensure that new energy vehicles account for more than 30% of new vehicles in 2022, and promote the realization
of the goals of "carbon peak" and "carbon neutrality" in the transportation field.
The General Office of the People's Government of Hubei Province issued the Notice on Printing and Distributing Several Measures to Accelerate the Recovery of Consumption and Boost
.

On May 22, the General Office of the People's Government of Hubei Province issued the Notice on Printing and Distributing Several Measures to Accelerate the Recovery of Consumption
.
The notice proposes that from June to December 2022, the special action of replacing old cars with new cars will be implemented, and subsidies will be given to individual consumers who scrap or transfer out old cars with Hubei number plates under their personal names, and at the same time buy new cars in the province and license plates in the province, and the required funds will be borne by the provincial and municipal finances by 50%
respectively.
Among them, the subsidy for scrapping old cars and purchasing new energy vehicles is 8,000 yuan / vehicle, and the subsidy for purchasing fuel vehicles is 3,000 yuan / vehicle; The subsidy for transferring out the old car and buying new energy vehicles is 5,000 yuan / vehicle, and the subsidy for buying a fuel vehicle is 2,000 yuan / vehicle
.

Fuel vehicles may be forced to accelerate the phase-out

Will soaring oil prices accelerate the exit of fuel vehicles? Fu Yuwu, honorary chairman of the Society of Automotive Engineers of China, told Beiqing Daily that although oil prices have continued to rise recently, the raw materials for new energy vehicle power batteries are also rising
.
Due to the continuous warming of the global climate in recent years, low-carbon travel and green travel have become the main theme of people's travel, and it is imperative
to accelerate the realization of the "double carbon" goal.
Although the world is accelerating the transformation layout of electric vehicles, the rise in oil prices is not the fundamental reason for consumers to buy traditional fuel vehicles for
the time being.
At present, the commercial vehicle market still relies on traditional fuel vehicles, and its complete replacement involves energy diversification and other issues, and the rise in oil prices will not affect the replacement
of traditional fuel vehicles at all.
However, traditional fuel vehicles may face the process of
being gradually replaced.

Xu Huxiong, a partner at Roland Berger, believes that China's new energy vehicle market relies more on policy guidance in the early stage of development, and now relies more on market promotion, and consumers' acceptance of new energy vehicle products itself is becoming more and more important
for the development of the new energy vehicle market.
In the past, consumers did not buy new energy vehicles mainly because of battery life, insufficient charging piles and other factors, but the problems of new energy vehicles in battery life and other products are gradually improving, and the charging problem of new energy vehicles in most areas has been effectively solved, and consumers have fewer and fewer
concerns.
In addition, the supply of new energy vehicle products on the market is becoming more and more abundant, and the degree of intelligence of new energy vehicles is constantly improving, and consumers will naturally prefer new energy vehicles
.
When consumers buy a car, they will comprehensively consider
the whole life cycle factors such as the function of the car, the driving experience, and the level of intelligence.
At present, the rise in oil prices has led to an increase in the cost of use of traditional fuel vehicles, compared with the advantages of new energy vehicles in the cost of use of fuel vehicles
.
With the continuous improvement of the market penetration rate of new energy vehicles, in addition to the cost factors of the whole life cycle, intelligence and battery life improvement are also very important
.

Recently, Ni Jun, chief manufacturing officer of CATL, said at the 2022 World Economic Forum annual meeting held in Davos, Switzerland, "From the perspective of new energy vehicle plans issued by major countries and governments around the world, by 2030, at the latest 2035, there will be no more fuel vehicle sales in the market, and a new trend has occurred
.
" ”