The price of oil fell steadily or delayed the process of new energy vehicles

For new energy vehicles, the price of refined oil has dropped steadily. This is obviously not good news.

"The drop in oil prices will slow down the development of new energy vehicles. The duration of the drop in oil prices will determine the delay in the development of new energy vehicles. Just as new energy vehicle technology breaks through faster and faster, the time of slowdown will be Overall, the direction of the development of new energy vehicles will not change, and there will be no abandonment,” said a senior analyst in the automotive industry.

The decline in oil prices favors traditional cars. Recently, the National Development and Reform Commission issued a notice deciding to reduce gasoline and diesel prices by 190 yuan and 180 yuan per ton, respectively. It is estimated that the retail price of gasoline No. 90 and No. 0 diesel (the national average) will decrease by 0.14 yuan per liter. 0.15 yuan, the implementation of the price adjustment at 24 o'clock on the November 14.

The reasons for the adjustment are: Since November, affected by factors such as abundant supply of oil in the global market and weak demand, international oil prices have oscillated and the average price in the first 10 working days has continued to fall. The reduction in oil prices has attracted wide attention from the market. This is the eighth consecutive reduction in refined oil prices this year. At this point, since July, the cumulative retail price of gasoline No. 90 and No. 0 diesel has fallen by RMB 1.11 and RMB 1.25 per liter respectively.

The drop in oil prices can be described as a matter of several concerns for the various industries involved. “Continued decline in international oil prices has made the market expectation of rising demand for traditional passenger vehicles. We believe that in the future, China will promote a slow economic transition under the pattern of stable economic growth. Real estate and passenger car consumption must maintain a certain increase. "The speed." Said Zhong Jin industry analyst Feng Qi.

Zhang Zhiyong, a veteran in the industry, believes that “the decline in oil prices is definitely good for traditional cars. With the rapid development of new energy vehicles, falling oil prices will make traditional fuel vehicles last longer in the entire market competition.” Just like In coins, the drop in oil prices has brought good news to traditional cars. For new energy vehicles, “the drop in oil prices is not a good news for the research and development of new energy vehicles throughout the world.”

In other words, if the price of oil has not fallen, it will continue to remain in the "golden age," and with the pressure of the environment, the global development of new energy vehicles will surely move forward, especially in China.

At the same time, for most consumers in China, the car is not only a means of transport, but also represents the identity of the owner. If the use cost of traditional fuel vehicles gradually decreases and the purchase cost of new energy vehicles is difficult to reduce in the short term, the proportion of consumers choosing traditional cars is still high.

For many people, the product is the key. "If it is a new energy vehicle with high technology and quality, it will give the public a better symbol of identity than traditional cars."

Or slowing down the development of new energy vehicles. “The oil crisis of the 1970s caused global oil prices to soar, which directly promoted the research and development of new energy vehicles that are more energy-efficient and environmentally friendly. It can be said that every increase in oil prices has promoted new energy sources. The faster development of automobiles, however, each time the price of oil falls, the development of new energy vehicles will be delayed and hindered, allowing most auto companies to focus on traditional cars, and this oil price reduction may also slow down new energy sources. The speed of development of the car, said Zhang Zhiyong.

However, he believes that this time is completely different from before. At present, the development environment of new energy vehicles and the determination and originality of different countries to develop new energy vehicles are different. Each company has made a qualitative change in its new technology and quality of new energy vehicles. The development of new energy vehicles will never experience the same setbacks as in the 1970s.

Looking at this issue from the perspective of car companies, there are car owners who are unwilling to be named, saying: “Our main task now is to promote new energy technologies faster, and profits will be raised faster, and products will have more market competition. The breakthrough of the entire new energy automotive technology has been greatly improved, and with the expansion of the entire new energy vehicle scale, the scale effect will gradually become prominent, and the cost will be reduced, and the advantages of new energy vehicles are still very obvious. ”

Undoubtedly, the development of new energy vehicles has entered the spring, and various policies have continued to improve, and consumers have become more aware of it.

“The economic efficiency of new energy vehicles is still relatively good when the difference between new energy technology indicators and traditional fuel vehicles is not particularly disparate. The country is also actively supporting the development of new energy vehicles, and there is a need for better policy design. The strategy needs to be more complete, more scientific, and more open.” Some industry experts analyzed that for the development of new energy vehicles, the entire market is more important to open up, and subsidies are not the most important.