Text/Photo by Peninsula All Media Reporter Li Hongmei (except signature)
html On the afternoon of March 17, the National Development and Reform Commission released information that starting from 24:00 on that day, domestic refined oil prices will be raised according to the mechanism. Domestic gasoline and diesel prices will be increased by 750 per ton respectively. yuan and 720 yuan. At present, national gasoline and diesel prices have increased by 21% and 23% respectively from the beginning of the year.The Shandong Provincial Development and Reform Commission recently issued the "Notice on Improving the Time-of-use Electricity Price Policy for Residents", which clarified the time-of-use electricity price policy for residents' electric vehicle charging piles. Based on the current electricity price standards, the valley section (22:00 to 8:00 the next day) 00) The electricity price will be reduced by 0.17 yuan per kilowatt hour. This means that starting from May 1 this year, Shandong residents can choose to charge at night at electric vehicle charging piles, further reducing the cost of using electric vehicles.
In addition, this year's "Government Work Report" pointed out that new energy vehicle consumption will continue to be supported. National preferential policy support, improved battery life, increasingly complete charging facilities, and increasing value retention rates... Various benefits and policies regarding new energy vehicles have attracted the attention of more and more consumers. Against the background of continuous rises in gasoline prices, the cost of using electric vehicles is further lower than that of fuel vehicles, which may set off a new round of buying boom.
Oil prices have risen “for the sixth consecutive time”
The advantages of electric vehicles have been highlighted
Since the beginning of this year, the supply and demand in the global oil market have been tight, geopolitical events have occurred frequently, and international oil prices have continued to rise. As of March 17, there have been five price adjustment windows this year. The national gasoline and diesel prices have increased by 1,875 yuan and 1,805 yuan per ton respectively, an increase of 21% and 23% respectively from the beginning of the year.
Since the end of December last year, the retail price limit of domestic refined oil products has increased for the sixth consecutive time, and the cost of oil for fuel vehicles has increased significantly. In contrast, the cost of electric vehicles is significantly lower than that of fuel vehicles, attracting the attention of more and more consumers.
Mr. Chang from Qingdao has been driving electric cars for five or six years. His latest car is a Tesla Model Y that he bought in 2021. Since he installed a Tesla home charging pile, he talked about travel expenses with friends and colleagues. often makes them envious.
"My car's energy consumption per 100 kilometers is about 16 kilowatt hours. If I only use home charging piles, the electricity will be more than 5 cents per kilowatt hour, which is only 8 cents per kilometer. It is much cheaper than a fuel car." Mr. Chang did the math. According to the calculation, based on the calculation of 92-proof gasoline at 8.63 yuan/liter, if a fuel car with a fuel consumption of 10 liters per 100 kilometers is driven 60,000 kilometers, the fuel cost is more than 50,000 yuan. However, when his car is driven for the same mileage, the cost is only that of a fuel car. one tenth.
According to industry insiders, the power consumption of electric vehicles is different, and the cost per kilometer is also slightly different. The cost per 100 kilometers of electric vehicles on sale ranges from 6 yuan to 10 yuan. Oil prices have risen significantly recently, and the cost of fuel vehicles per 100 kilometers is between 60 and 80 yuan. In contrast, electric vehicles have a very obvious cost advantage, ushering in new development opportunities.
Shandong electric vehicle charging piles
Valley electricity prices cut by 30%
In order to encourage residential users to participate in peak shifting and valley filling of electricity, the Shandong Provincial Development and Reform Commission's "Notice on Improving Residential Time-of-use Electricity Pricing Policies" (hereinafter referred to as the "Notice") clarified that this year Starting from May 1, the time-of-use electricity price standard for residential electric vehicle charging piles is: based on the current electricity price standard (0.555 yuan per kilowatt hour), the electricity price in the valley section will be reduced by 0.17 yuan per kilowatt hour.
Compared with the current single electricity price throughout the day, the charging cost for residents' electric vehicles in the valley section (22:00 to 8:00 the next day) can be reduced by 30%. Mr. Shao purchased an electric car two years ago. After learning about the time-of-use electricity price policy for residents, he quickly made a detailed calculation. "My car has a cruising range of 400 kilometers, and a full charge requires about 65 kilowatt-hours. Based on the current calculation of 0.555 yuan per kilowatt-hour of electricity, the cost of one charge is 36.075 yuan. After May 1, if you choose to charge in the valley, the electricity price will be 0.555 yuan per kilowatt-hour. The price is reduced by 0.17 yuan, and the electricity energy saved per charge is 11.05 yuan. "Mr. Shao said that he usually charges his electric car twice a week and needs to charge it about 8 times a month. After implementing the valley electricity price, he can save 88.4 yuan a month and a year. Can save 1060.8 yuan.
It is worth noting that not all electric vehicle charging piles can enjoy the preferential electricity price in the valley section. The "Notice" clarifies the implementation scope of the time-of-use electricity price policy for residents' electric vehicle charging piles. It is the State Grid Shandong Electric Power Company's direct meter reading and charging. Electric vehicle charging piles are installed in residential homes, residential quarters, and non-resident users that implement residential electricity prices.
Mr. Hu is a Tesla Model 3 owner. He said: "The most common thing we drive is commuting to and from get off work. After installing a home charging pile, we can charge directly when we get home from get off work in the evening. The electricity price in the valley section of Shandong Province is about to The reduction of RMB 17 is just convenient for us electric car owners. Those in the group who have not yet installed a home charger are planning to install it.”
This time, the Shandong Provincial Development and Reform Commission clarified the time-of-use electricity price policy for residents’ electric vehicle charging piles, which will provide a better solution for the province. Domestic electric vehicle users have received a shot in the arm. "After time-of-use pricing for electric vehicle charging piles, the cost of charging electric vehicles at night can be saved by 30%, which can be said to have brought us more affordable benefits." Mr. Hu said.
The national level continues to support
new energy vehicle consumption
With the decline of new energy subsidies and the increase in raw material prices, the prices of some new energy vehicle models were fine-tuned in the early stage, resulting in a temporary downturn in orders. After the Spring Festival, the price acceptance of new energy vehicles has recovered. In the face of the spread of the epidemic, many families have a heightened awareness of safe travel during the school season, further promoting the purchase of new energy vehicles, and the new energy vehicle market has recovered significantly.
February sales data released by the Passenger Car Association show that nationwide new energy passenger vehicle wholesale sales reached 317,000 units, a year-on-year increase of 189.1%. Among them, the wholesale sales of pure electric vehicles were 245,000 units, a year-on-year increase of 161.7%; the sales of plug-in hybrid vehicles were 72,000 units, a year-on-year increase of 350.9%. The retail sales of new energy passenger vehicles reached 272,000 units, a year-on-year increase of 180.5%; the domestic retail penetration rate of new energy vehicles reached 21.8%, an increase of 13.7 percentage points from the same period last year.
Faced with the uncertainty pressure brought by the shortage of lithium ore and other resources to the development of new energy vehicles, this year's "Government Work Report" clearly stated that new energy vehicle consumption will continue to be supported. The state has the stable support of a full set of policy combinations to encourage the consumption of new energy vehicles, especially the purchase subsidy policy, purchase tax policy, purchase indicator policy, and right-of-way policy. This series of policy combinations is of great significance in stimulating industrial development.
Industry insiders believe that many new energy vehicles still have a backlog of early undelivered orders, so new energy vehicle sales in March will not be significantly affected by the reduction in subsidies. "Our sales have always been very good, and customers can pick up their cars within 12 to 16 weeks after placing an order." said the person in charge of Tesla's Qingdao region.
Domestic oil prices hit a new high in the past 10 years in March. High oil prices directly push up the cost of daily commuting of fuel vehicles, continuing to expand the base for the further promotion of new energy and even oil-electric hybrid technology.
Oil prices have been rising continuously, electricity prices have been falling, and coupled with a combination of policies to promote consumption, the cost advantage of electric vehicles has become more prominent. This will undoubtedly attract more users of fuel vehicles to switch to electric vehicles and promote the process of "changing oil to electricity" Accelerate, bring new impetus to the production and sales of new energy vehicles, and help achieve the "double carbon" goal.
Oil prices are rising steadily, and the price of new energy vehicles "will rise first."
The sharp rise in oil prices in the early stage has greatly increased the market appeal of new energy vehicles.
A few days ago, WM Motor CEO Shen Hui stated on a social platform that it would cost more than 450 yuan based on 50 liters of refueling. The 450 yuan spent on gas can be converted into charging a pure electric car for several months. Calculated based on 100,000 kilometers in 5 years, the electricity consumption of smart pure electric vehicles can save about 80,000 yuan compared with the fuel consumption of fuel vehicles.
The rise in oil prices has indeed made consumers who are holding money to wait and see start to consider purchasing new energy vehicles. A salesperson of a certain brand said that compared with the previous year, there were indeed many more consumers coming to see cars after the new year. Just after half of March, the order volume had already exceeded the entire month of February.
Although the rise in oil prices has brought opportunities to new energy vehicles in the short term, the price increase of upstream bulk products has also caused the selling prices of new energy vehicles to increase repeatedly, which has also put pressure on the development of new energy vehicles. The prices of new energy vehicles are also rising, which objectively reduces their appeal to consumers.
Since 2022, 13 car companies have announced increases in the prices of new energy vehicles, ranging from Tesla to domestic brands, with increases ranging from 3,000 yuan to 10,000 yuan.
html On March 15, BYD’s official Weibo issued the “Instructions on Model Price Adjustments” notice, announcing a price increase of 3,000 yuan to 6,000 yuan for new energy models of Dynasty and Haiyang. It is worth noting that this is the second time BYD has raised the price this year.As early as February 1, BYD had adjusted the official guidance price of new energy models related to Dynasty and Haiyang. The increase ranged from 1,000 to 7,000 yuan due to the sharp rise in raw material prices and the reduction of new energy car purchase subsidies. .In addition to BYD, Tesla also raised the prices of the Model 3 rear-wheel drive version, high-performance version and Model Y long-range, high-performance version on March 15, with an increase of 14,000 to 20,000 yuan. No wait. This is Tesla's second price increase within a week. At the beginning of this year, the prices of the rear-wheel drive versions of Model 3 and Model Y had increased by approximately 10,000 yuan and 20,000 yuan respectively.
Since the end of 2021, price increases for new energy vehicles have become a new trend. Brands such as GAC Aion, Xpeng, NIO, and Nezha have all raised the prices of their products to varying degrees, even in the terminal market. The discounts have also shrunk. Among them, the price of the 2022 Aion LX has increased by 7,000 yuan, and the price of the AIONS Plus 70 entry-level version has increased by 5,200 yuan. Xpeng Motors has increased the prices of its P7, G3i, and P5 products by RMB 4,300 to RMB 5,900. BYD's new energy models also have price increases ranging from 1,000 yuan to 7,000 yuan. Even WM Motor, which appeals to consumers to buy new energy vehicles, also adjusted the prices of some models on March 1.
Whether driven by rising oil prices or policies, new energy vehicles have been recognized by more and more consumers. However, range anxiety, imperfect charging facilities and rising selling prices still keep consumers away. Some consumers said that high oil prices are unsustainable, but related supporting facilities for new energy vehicles and rising prices make them more willing to consider fuel vehicles. "Electric cars cost at least hundreds of thousands, and the price keeps rising. I might as well buy a fuel car."
Whether it is rising oil prices or rising car prices, it has brought uncertainty to the automobile market. Industry analysts say that if oil prices continue to rise, it will continue to benefit new energy vehicles. If there is a correction in oil prices and the price of new energy vehicles increases again due to factors such as rising raw materials, then most consumers will tend to buy fuel vehicles. At this time, consumers must carefully consider whether they really need to buy new energy vehicles.
According to the comprehensive compilation of "China Times" and "Times Weekly"
■Observation
International oil prices have fallen, why have domestic oil prices soared?
Peninsula All-Media Reporter Lou Hua
The refined oil price adjustment window has opened again. This cycle, international crude oil has fluctuated at high levels and fluctuated The amplitude is larger. On March 17, the National Development and Reform Commission announced that at 24:00 on March 17, the prices of gasoline and diesel would be increased by 750 and 720 yuan/ton respectively. This price adjustment is the largest increase since the new pricing mechanism was introduced in 2013, and is also the “sixth consecutive increase” since the end of last year. The reporter learned from the interview that starting from 0:00 on March 18, 2022, the retail price of Qingdao gasoline and diesel per liter: 92# gasoline 8.63 yuan, 95# gasoline 9.26 yuan, 98# gasoline 9.98 yuan, 0# diesel fuel 8.34 yuan, -10 #CheChai is 8.99 yuan, -20#CheChai is 9.42 yuan.
Why did it rise?
International crude oil fluctuated at high levels and within a wide range
Why did oil prices rise this time? Since this pricing cycle, international oil prices have shown a trend of rising first and then falling, with large fluctuations. In the early days, due to tensions in Eastern Europe, Britain and the United States announced a suspension of oil imports from Russia, and European and American crude oil futures were close to the record high price set in July 2008. However, as the situation in Eastern Europe eased and the United States continued to release strategic oil reserves, international oil prices continued to fall, with European and American crude oil futures falling below US$100 per barrel. Affected by this, although the change rate of domestic reference crude oil has narrowed in the later period, it is still at a relatively high level. On average, London Brent and New York WTI oil prices have increased significantly by 13.32% compared with the previous price adjustment cycle. Affected by this, domestic retail prices of gasoline and diesel have subsequently increased.
This round of retail price limit increases for refined oil products has come as scheduled. Domestic retail price limits for refined oil products have increased for the sixth consecutive time. Among them, the price of 95# gasoline in most areas of the country has entered the "9 yuan era."
International oil prices have fallen back recently. Why do they continue to increase the price of refined oil this time? The relevant person in charge of the National Development and Reform Commission said that in accordance with the "Measures for the Administration of Petroleum Prices", the maximum domestic retail prices of gasoline and diesel are based on changes in crude oil prices in the international market. , adjusted every 10 working days.How the price is adjusted each time mainly depends on the comparison between the average international oil price in the 10 working days before the price adjustment and the average value in the previous 10 working days. It is not simply determined by the changes in international oil prices in the few days before the price adjustment. Comprehensive calculation shows that the average value of the past 10 working days is still significantly higher than the level of the previous period. Will
continue to rise?
The next round of retail price restrictions or cuts will
oil prices continue to rise? The reporter interviewed many industry insiders. "In the later period, although the geopolitical situation is expected to ease, the supply of crude oil may still remain tight. At the same time, there is great uncertainty about the impact of U.S. interest rate hikes. It is expected that the international oil market will still be volatile in the later period. The market is expected to fluctuate around 90 to 100 US dollars per barrel. "Zhuochuang refined oil analyst Yang Xia analyzed that the recalculated rate of change is deeply negative, which also means that the next round of price adjustment cycle is initially expected to be lowered. , may become the first decline since 24:00 on December 17, 2021, and the price adjustment window will open at 24:00 on March 31.
Jin Lianchuang refined oil analyst Wang Yanting said: "Due to the recent significant decline in crude oil prices, and the comprehensive crude oil benchmark price in the new round of pricing cycle is on the high side, the change rate will start in a negative direction on the first working day after the price adjustment is realized. , the expected range is -12%, and the corresponding reduction in gasoline and diesel prices is around 600 yuan/ton. The probability of a new round of retail price reductions for "
" crude oil is mainly affected by the supply and demand situation and market sentiment. In the current situation. Under the current situation, it remains to be seen whether Russian energy can return; the United Arab Emirates is committed to urging OPEC+ to increase production, but some members believe that the current crude oil production is sufficient to meet demand; negotiations on the Iran nuclear agreement are still ongoing, and these news are stimulating the market at the same time Sentiment has caused the fluctuations of crude oil to expand. In addition, the epidemic also plays a role that cannot be ignored. The epidemic situation has suppressed demand. Overall, the crude oil market outlook is not yet clear," said a refined oil analyst at Zhongyu Information. Pan Wenjing said.
