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Crude oil prices rise, new energy vehicles also face "core" pain


As international oil prices re-enter the rising channel, domestic oil prices are also facing upward pressure. No. 95 gasoline running has entered the era of 9 yuan, and the "spring" of new energy vehicles is coming.

"Green travel" is a catalyst to promote the deployment of new energy strategies, and it is also one of the important strategies for building a well-off society in an all-round way.

The General Office of the State Council promulgated relevant documents and pointed out: formulate development plans and technical standards for charging facilities. Improve the construction of charging facilities standard system, formulate and implement development plans for new energy vehicle charging facilities, encourage social capital to enter the field of charging facilities construction, actively utilize existing sites and facilities in the city, promote the construction of charging facilities projects, and improve the layout of charging facilities.

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IDC predicts that China's new energy vehicles will reach 5.42 million in 2025. According to statistics from the Ministry of Public Security, by the end of 2021, the number of new energy vehicles in the country has exceeded 7 million.


Among them, there are 6.4 million pure electric vehicles, accounting for 81.63% of the total number of new energy vehicles. In 2021, 2.95 million new energy vehicles will be newly registered nationwide, an increase of 151.61% compared with the previous year. In the past five years, the number of newly registered new energy vehicles has grown rapidly from 650,000 in 2017 to 2.95 million in 2021.

According to the amount of electric vehicle power distribution infrastructure, more than 12,000 centralized charging stations and 4.8 million decentralized charging piles need to be added to meet the charging demand of more than 5 million electric vehicles nationwide.

Compared with fuel vehicles of the same price, the intelligent configuration of new energy vehicles is generally higher, and the cost of fuel vehicles is also higher. Be able to spend less money and enjoy better technology. Therefore, more consumers are willing to use new energy vehicles for their daily commuting needs. In addition, the rise of new energy vehicles is relatively short, and the source of vehicles with young age is the mainstream.

At the same time, the market recognition, consumer attention and user experience of new energy vehicles are also improving year by year, which promotes the market transactions of new energy vehicles. Major manufacturers have joined new energy vehicles to help the development of my country's new energy industry.

For example, Huawei, in 2021, Huawei will reach cooperation with dozens of new energy car manufacturers, whether it is second- and third-tier car companies such as BAIC, Xiaokang, or first-line leaders Mercedes-Benz, Volvo, etc. have cooperation projects.

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The emergence of new energy vehicles is not only based on complex external factors, but also the continuous innovation and development of the new energy industry. Although affected by the domestic and international environment, the market demand for new energy vehicles has picked up, but the industry is still facing the impact and challenges of various environments.

New energy vehicles do not have the same market position as fuel vehicles, and more consumers are still on the sidelines. The period of declining subsidies and shifting gears has caused new energy vehicle companies to raise prices to a certain extent.

Moreover, the power batteries of many pure electric vehicles on the market are unsatisfactory, and some consumers will also focus on brands with higher market share and better reputation, such as Porsche, BYD, Mercedes-Benz New Energy, BMW New Energy and so on.

Today, the space for progress in the chip manufacturing industry is getting smaller and smaller, the supply of lithium sources is insufficient, Moore's Law is close to failure, the progress of process technology is slow, the mainstream manufacturers are stagnant, and under the influence of the epidemic, the global core shortage is serious, and new energy vehicles Technology development is hindered.

The situation is always ever-changing, taking advantage of the situation today, but not knowing what will happen tomorrow. The fuel vehicle market has also experienced such a situation, and any industry will rise, develop, prosper, and even decline. Today, the industry outlet is emerging, and the new energy vehicle industry has seized the opportunity to open up a broader market space.

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