The rise in oil prices "dissuades" the money holders of fuel vehicles, the orders of new energy vehicle companies have risen sharply, and the delivery time of some models has exceeded 5 months.

Since March, the price of domestic oil products has returned to the "8-yuan era", which has forced many consumers with money to choose between fuel vehicles and electric cars.

"the domestic oil price hit a 10-year high in March this year, and the high oil price directly pushed up the daily commuting cost of fuel vehicles, continuously expanding the base level for the further promotion of new energy and even gas-electric hybrid technology." Cui Dongshu, secretary general of the bus Association, said.

It is a difficult problem to buy an oil car or a streetcar.

"you can buy a bike by adding gas once, and an electric car by adding two more times."

"Yes, buy it in a group, and it's convenient to recharge."

……

This is a dialogue between netizens in a certain community. although it has a color of ridicule, there is no lack of real state of mind. At 24:00 on March 3, a new round of domestic oil price adjustment window opened. Nationwide, 92 gasoline, 95 gasoline and No. 0 diesel have increased by 0.2 yuan, 0.22 yuan and 0.22 yuan per liter, while in the global market, the price of Brent crude has risen to about 130 US dollars per barrel so far. This means that the domestic oil price of finished products may continue to be adjusted by a large margin.

"if the oil price is above 9 yuan (per liter), it will cost 40 yuan more each time it is filled up." After some netizens published their "bills", the group fell silent. Unlike the silence in the community, the terminals of new energy car companies offline are unusually lively.

"the delivery time of the 500km version of the Ean V plus is about 2-3 months, while the 600max 700km version requires higher battery life, as well as a shortage in the supply chain and an increase in orders, so the lead time is longer, which takes 5-6 months." An Ean 4S salesperson said, "our orders are very sufficient and the production lines are at full capacity."

Also setting a record for five or six months of delivery is Tesla, who has been in hot demand all the time. According to its website, the delivery time of the full series of Model 3 and the long-lasting version of Model Y is expected to be as long as 16-20 weeks, that is, the maximum waiting time for 4-5-month; Model Y rear-wheel drive version and high-performance version is 14 weeks and 16 weeks respectively. This is about a month longer than the delivery time in mid-January this year. According to this calculation, if Tesla Model 3 is ordered now, the pick-up time will be August at the latest.

The new power of car building has also caught up with the "dividend" of this wave of rising oil prices. "at present, it will be very good to see the delivery volume in March." A Xiaopeng car insider told the Financial Associated Press that due to the increase in orders, Xiaopeng car has extended the delivery time for this. In the case of the P7, it takes about 6-7 weeks for the 480 km version and 8-9 weeks for the 670 km version, compared with 4-6 weeks before.

In addition to Xiaopeng and Tesla, the delivery time of Lulai cars in the new forces of car building is about 8 weeks, while the ideal car is about 5-7 weeks.

Multiple factors contribute to the long-term improvement of the new energy vehicle market

"recent bookings at the terminal are on the rise, but there are no direct statistics indicating that it is caused by the rise in oil prices." For the current surge in orders and the extended delivery cycle, relevant BYD officials made an objective analysis: "many users are actually considering the cost of daily commuting, while the new energy technology and driving experience are getting better and better. There is a 'superposition effect'."

This view coincides with Cui Dongshu. "(the rise in oil prices has brought a greater psychological burden on ordinary consumers to buy fuel vehicles, coupled with the loss of some industries under the impact of the recent epidemic, the purchasing power of many entry-level household users has been affected to a certain extent. This has a direct impact on the market demand for traditional fuel vehicles." Cui Dongshu believes that "the rise in oil prices will play a good role in promoting the development of the global new energy vehicle market, especially will accelerate the iteration of plug-in hybrid vehicles to traditional fuel vehicles, and will bring a certain increment to the new energy vehicle market."

According to KuaiBao, BYD's production and marketing, BYD sold 88283 new energy vehicles in February, up 752% from a year earlier. By comparison, it sold only 2795 conventional fuel vehicles in the month, down 73.6 per cent from a year earlier. The growth and decline of each other shows that the acceptance of the new energy vehicle market is strengthening.

Although the price of new energy vehicles has risen due to the decline of subsidies and the rise in raw material prices, judging from the market performance in February this year, new energy vehicles still maintain a good growth momentum. According to the latest data from the Federation of passengers, retail sales of new energy passenger cars reached 272000 in February, up 180.5% from a year earlier and down 22.6% from the previous month, which was less than the trend in February.

According to the forecast of the Federation of passengers, with the decline of new energy subsidies and the rise in raw material prices, some early model price fine adjustments brought about a brief downturn in orders, and the price acceptance of new energy vehicles resumed after the Spring Festival. in addition, many car companies still have a large backlog of pre-outstanding orders, so sales of new energy models in March will not be significantly affected by the subsidy policy.

"the rise in oil prices will certainly be good for all new energy car companies, because the cost of using fuel vehicles will be greatly increased." Ark, founder and chairman of Nezha Automobile, gave his own judgment.