Due to the continuous decline in the international crude oil market price, the domestic refined oil price has fallen sharply. According to institutional analysis, the international crude oil price will remain low in the short term, and it is difficult to return to a high level.
The sharp drop in oil prices is undoubtedly a good opportunity to promote the sales of fuel vehicles, but it doesn't seem to be good news for new energy vehicles that major car companies are trying to implement.
A recent study by consulting firm Woodman Mackenzie shows that the recent drop in oil prices and consumers' wait-and-see attitude will lead to a 43% decline in global sales of new energy vehicles this year.
Of course, oil price is only one factor that affects consumers' purchase decision. Whether people have enough reasons to buy electric vehicles, such as subsidies, more relaxed licensing and car use policies (no restrictions on purchases) and the price of electric vehicles themselves is getting closer to that of gasoline vehicles, are more convincing reasons.
On April 23rd, the "Notice on Improving the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles" issued by the Ministry of Finance and other four ministries and commissions once again added a "fire" to the competition in the new energy vehicle market.
In addition to moderately subsidizing the intensity and pace of slope retreat, the notice stated that "models with a price of more than 300,000 yuan (including 300,000 yuan) before subsidies for new energy passenger cars will no longer enjoy preferential policies", which quickly became the focus of attention in the industry.
In the eyes of most insiders, the threshold of 300,000 yuan is obviously for Tesla.
These two months, domestic models? The trend of sales exceeding 10,000 yuan in March means that this American car company will receive a subsidy of 250 million yuan every month.
However, just when people thought that Tesla would adjust the price immediately, Tesla made China a model the next day? 3 The upgraded standard endurance and long endurance prices rose by 4,500 yuan and 5,000 yuan respectively.
For Tesla, which has been paying close attention to the cost, there is actually no need to adjust the price too quickly at present. After all, there are a large number of domestic models. Orders for 3 are still to be digested. After the lithium iron phosphate battery is supplied, it may be time for Tesla to further "kill".
According to the previous cooperation announcement between Contemporary Ampere Technology Co., Ltd. and Tesla, the supply period in Contemporary Ampere Technology Co., Ltd. is from July 2020 1 day to June 30, 2022.
It is worth noting that this new subsidy policy was officially implemented on July 23. In other words, from the third quarter of this year, the electric vehicle war of 200,000-300,000 yuan will really kick off.
As we all know, the cost of electric vehicles mainly comes from batteries. Therefore, for car companies, improving the competitiveness of products in this price range is undoubtedly the most critical link.
Therefore, whether Volkswagen can successfully acquire Guo Xuan Hi-Tech at present, whether it is the capital market or the enterprise itself, has attracted much attention.
According to? GGII？ The data shows 20 19? In, the installed capacity of Guo Xuan Hi-Tech power battery was 3.22 GW, a year-on-year increase? 4%, second only to Contemporary Ampere Technology Co., Ltd. and BYD, ranking third.
Although the current supplier of power batteries for Volkswagen in China is Contemporary Ampere Technology Co., Ltd., once the acquisition is successful, Volkswagen will directly hold shares of a battery manufacturer in China for the first time. This will undoubtedly have a great impact on its future electrification transformation in China.
In fact, in the past two years, the Ministry of Finance and other three ministries and commissions exempted new energy vehicles from vehicle purchase tax, and now the subsidy policy has been introduced, and the state's support for new energy vehicles is gradually increasing.
Although the plunge in oil prices is only a short-term phenomenon, in the long run, the exhaustion of oil resources is irreversible, and the general direction of global transformation to new energy vehicles will not change.
Only in the process of transformation, we must grasp the direction of the technical route, so as not to do too much "useless work."
Daimler, which knows how to stop losses in time, is an example.
Recently, Daimler announced the official termination of the development plan of hydrogen fuel cell passenger cars. According to the company, the manufacturing cost of hydrogen fuel vehicles is too high, which is about twice the cost of electric vehicles with the same battery.
However, not developing fuel cell passenger cars does not mean giving up even fuel cell commercial vehicles. After all, in this field, the future potential is still very huge.
Therefore, Daimler announced that it would set up a 50:50 joint venture with Volvo, a commercial vehicle competitor, to develop and mass-produce fuel cells for heavy commercial vehicles.
According to the agreement, Daimler will integrate the fuel cell business into the joint venture company, and Volvo Group will acquire 50% of the shares of the joint venture company with 600 million euros.
This time from "competition" to "cooperation", it is hard not to remind people of the role played by Geely, the major shareholder.
Related to Geely's own brand long-distance commercial vehicles, this kind of cooperation will obviously arouse people's reverie.
Different from Geely's technical route, BYD recently chose to join hands with Hino Automobile Company to focus on the cooperative development of pure electric commercial vehicles (bev).
It is reported that the two sides will not only accelerate the development of pure electric commercial vehicles, but also fully combine their technical and experience advantages in the field of pure electric commercial vehicles to carry out in-depth cooperation in retail and other related businesses to promote the popularization of pure electric commercial vehicles.
From this point of view, the contest of China brand in the field of new energy commercial vehicles in the future may open a brand-new battlefield.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.