The oil price breaks the pressure of 8 cars or stimulates the industrial transformation opportunity

On March 20, the National Development and Reform Commission ("NDRC") officially issued a public announcement that the retail prices of gasoline and diesel were raised again, with an increase of 600 yuan/ton, which is the highest increase in China's oil price in 33 months. The price of gasoline rose by 0.44 yuan per liter, and the price of diesel rose by 0.51 yuan per liter.

The rise in oil prices has continuously approached the psychology of Chinese consumers, and the intention to purchase cars has begun to tilt toward economical small displacement.

At present, the high monopoly of the oil industry is an important reason for the soaring domestic oil prices. Will soaring oil prices change the development of China's auto industry? Is the downturn in the Chinese auto market more difficult to get out of the shadows? What kind of reference and reference can we provide to Western developed countries that are deeply in the oil price crisis?

[Marketing]

The oil price breaks the "8" auto sales market, which adds to the "8" increase in the price of oil. The Chinese auto market is still struggling in the "cold winter". All signals have not foretelled that the Chinese auto market is about to get out of the downturn.

From a short period of time, the figure of "8" is indeed very sensitive to consumers. What follows is a reduction in the desire of consumers to buy cars and an increase in market sentiment.

A car owner in Jiangsu, Mr. Fan, said that if the price of oil goes up, he will ride an electric car to work. Mr. Gao, a citizen of Jinan, also felt a headache for the rise in oil prices. He said that this time, the price of oil rose, and each month’s car would cost an additional 30 to 40 yuan. Now, the amount of money spent on the car each month is 5 More than twice as many years ago.

Many riders said that they originally wanted to buy a car that was about 100,000 or so, but now they feel that the cost of the car is too high and they have to retire. The increase in oil prices has indeed affected many consumers’ purchase plans. In particular, consumers who have a budget of less than 150,000 yuan, 8 yuan a liter of gasoline, are a blessing in their hearts.

There are also owners who say that the rising oil price will surely increase, but the car is a necessity, it is a rigid demand, and it has to be used.

The psychological impact is greater than the economic impact of rising oil prices. The impact on consumer psychology is greater than the economic impact on them. “After the consumer digests the information on rising oil prices in the short term, the negative sentiment caused by rising oil prices will gradually ease.” Chen Wenjin thinks.

In the medium to long term, rising oil prices cannot affect consumer car purchase decisions.

The rise in oil prices will cause consumers to worry about the cost of refueling, thereby reducing the frequency of vehicle use, thereby reducing the frequency of vehicle maintenance after the number of kilometers as the calculation method.

From the dealer's point of view, the reduction in the frequency of after-sales maintenance is the most important negative impact of rising oil prices. With the ever-increasing living standards of people, automobiles are gradually becoming necessities of life and have become a symbol of identity. "The inner desire to own a car is the decisive factor for consumers to purchase cars," Jia Xinguang mentioned.

Small-displacement cars are more concerned. Of course, rising oil prices will also have a direct impact on the sales of dealer vehicles. A responsible person who sells 4S stores with independent brands complained: “The main models we sell in our stores are the working-class consumer models. Now that the price of oil is bad, this day!” For many working-class people, car purchase is for convenience. In the face of high car costs, this convenient price made them a lot more hesitant.

At the same time, the rise in the price of oil is further approaching the psychological bottom line of consumers, and most consumers’ purchase intentions are also affected. Due to economic considerations, small-displacement vehicles are increasingly being paid attention to by car owners as oil prices rise gradually. Gold displacements of 1.6L and 1.8L are expected to be popular.

Yin Hongdeng, an automotive expert, said that in the long run, economic vehicles will be the mainstream of the automotive consumer market.

Japanese cars, known for their fuel economy, have been rising in oil prices. For Chinese car consumers who have always pursued high performance and low fuel consumption, Japanese cars appear to be the first choice for cars. For the recognition of Japanese brands, Fan Zuan, chief operating officer of Nanling Group, believes that the main reason lies in "the mutual spread of consumer experience."

This time, the price of oil has risen. For Japanese car consumers who have historically pursued high performance and low fuel consumption, it seems that Japanese cars have become the first choice for cars, and cost-effective Japanese cars are indeed a good choice for consumers.

On the other hand, “the continuous rise in oil prices will also stimulate other brands to work hard to develop more energy-efficient vehicles.” He pointed out that, as soon as other brands’ energy-efficient models are introduced, they will compete with Japanese cars and will be dispersed to some extent. Consumer attention when buying a car.

[Industry]

New energy vehicles still need to improve their cost-effectiveness and improve their use. Soaring oil prices are squeezing the wallets of Asian consumers, while at the same time accelerating inflation and slowing the Asian economy that has been leading the global economic growth in recent years.

China's oil prices have already exceeded the “8 yuan” mark. Chinese car owners have no choice but to accept that oil prices are higher than 20% in the United States, but their income is only 10% of the US, even if compared with China’s oil prices three years ago. Up to 50%.

The rise in oil prices in the 1970s, and the Japanese cars known for their fuel-efficient performance in the United States, have provided excellent opportunities for development, which has changed the US automobile industry landscape.

Will a new round of rising oil prices change the pattern of China's auto industry? Will China accelerate the development of new energy vehicles in China?

The new energy policy has benefited frequently from the recent introduction of favorable policies for the development of new energy vehicles in the country. On February 24, the Ministry of Industry and Information Technology announced the “2012 Catalogue of Selected Vehicles for Official Vehicles of the Party and Government Organs (Draft for Soliciting Opinions)”, in which five electric vehicles were selected as official vehicle models.

Recently, the Ministry of Science and Technology has also promulgated the "12th Five-Year Plan" for the development of electric vehicle science and technology, clarifying the development direction of "pure electric drive" of Chinese new energy automotive technology during the "12th Five-Year Plan" period. At the same time, the Ministry of Finance has also recently issued the “Implementation Rules for the Reduction of Vehicle Taxes for Energy-Saving or New Energy Vehicles and Ships” to encourage the development of the electric vehicle industry.

At the end of last year, Lexus launched the hybrid model C T200h; last year, Guangzhou Motor Show Chevrolet Volvo was launched; on February 22 this year, Toyota's new Prius went on sale, and new energy vehicles represented by hybrid models are gradually entering the consumer market. Vision. Next, the electric cars of multinational car companies will be intensively listed in China. In 2012, China's new energy automotive industry will be expected to enter a stage of rapid growth.

Luo Lei, deputy secretary-general of the China Automobile Dealers Association, said that the global automobile development direction is new energy vehicles. Under the current technological conditions, hybrid vehicles occupy a relatively dominant position in the energy-saving automobile market. The rise in oil prices to a certain extent It is stimulus stimulation.

More people believe that rising oil prices cannot bring "quality" to the development of new energy vehicles.

Jia Xinguang, an analyst in the well-known auto industry, pointed out that the source of the development of new energy vehicles is not the rise in oil prices, but the concept of environmental protection vehicles advocated in the world today. “New energy vehicles target groups to new consumers. It is more realistic."

Wu Song, general manager of GAC Passenger Cars, said in an interview with Southern Metropolis Daily reporters that rising oil prices will accelerate the development of new energy vehicles to some extent, but due to the high cost of new energy vehicles, it is not an ordinary consumer can buy. Started.

"The accelerated development of new energy vehicles is driven by the importance of environmental protection by companies, including our emphasis on improving engine technology and fuel-saving technologies, and using high-strength steel to achieve lighter weight."

Chen Wenjin, head of the Southern General Motors Chevrolet brand, said that at present, China has entered the time slot of second car purchases, and the concept of consumer car ownership has changed to a certain extent. “New energy vehicles have a certain appeal in the market.” At the same time, the rigid demand for auto consumption has also made certain improvements in the potential purchasing power of the new energy auto market.

He said that in the coming time, cars will still be dominated by gasoline engines.

New energy vehicles are too expensive

At present, the industrial scale effect of new energy vehicles has not yet been realized, and thus the cost of new energy vehicles cannot be effectively reduced; the technical bottleneck is still an important reason to hinder the rapid development of new energy vehicles, especially battery technology, will be the car prices The main obstacles for the development of new energy vehicles; the imperfections of related supporting facilities have also slowed down the pace of the popularization of new energy vehicles. The encouragement of national policies, the guarantee of after-sales services and the matching of fast charging devices are currently considered to be perfect. not tall.

In addition, rising oil prices will also prompt the automotive industry to improve its engine technology.

Looking at the global automotive industry today, energy conservation has become the direction of automotive technology development. As one of the automotive core technologies, the engine has been a subject of common concern to global car companies under the background of “energy saving”. Raising fuel efficiency and turbocharging technology have also become the direction in which car companies improve their engine technology. For car manufacturers, "It is better to use less of the 'price war' strategy than to focus on high-level competition in terms of technological content." Luo Lei said.

The rise in oil prices objectively brings new opportunities for new energy vehicles. However, experts predict that even if oil prices continue to soar, the future automobile market will continue to be led by gasoline engines. The scale effect and related technical bottlenecks that have not yet formed will become barriers to the development of new energy vehicles.

[Overseas article]

Whether or not teachers and teachers are actually missing, in fact, the "gas station pain" is sweeping the world, and the United States, Canada, Germany, France, South Korea and Hong Kong are all deeply involved.

United States: Introducing competition to break monopoly Since March, the average price of oil in the United States has experienced consecutive 10-day rises, rising to $3.842 per gallon on the 19th, approaching the record high of 4.114 US dollars in July 2008, and even reaching every point in Hawaii. Gallon $4.48.

In the United States' treatment of rising oil prices, the Obama administration wants to use strategic oil reserves to ease the impact of rising oil prices. Geithner, the US Treasury Secretary, mentioned that even if this is the case, the problem of continued rise in oil prices is still difficult to resolve quickly. In the long run, the United States needs to continue investing in domestic energy production. In addition, the U.S. refining industry introduced a competitive system early on and broke the monopoly of the industry. According to statistics, there are currently more than 140 US companies in the oil refining industry, and the US oil market is in full competition.

In addition to the measures taken by the government to control oil prices, the U.S. public have also shown significant powers to cope with the constant soaring oil prices. “The most beef refiner” Kevin Newman opened a “refinery shop” at home. He used the collected cooking oil of French fries and poured it into his “macro oil cracker” and developed his own creature. Diesel. By calculating, diesel produced per liter of "household refinery" can save him $0.46. "The fuel tank that used to fill my six trucks costs $100. Now it costs $10."

Of course, there are many risk factors for self-made biodiesel, including the use of industrial chemicals and mixed reactions, as well as the erosion of corrosive substances on the skin.

Germany: Advocating "Car Sharing"

"Car sharing" means that many people share a car. The driver has only the right to use the car. There is no ownership. It is somewhat similar to chartering a car for a short time at the car rental agency. The procedure is simple. You can make a reservation by phone or online. car.

At present, Germany is the country with the largest number of members participating in “car sharing” among European countries, with more than 100,000 people. In 1997, Germany had only 20,000 members. According to a survey, there are approximately 1.5 million potential "car sharing" users in Germany. (Southern Metropolis Daily. com SouthernMetropolisDailyMark South are net)

The use of a shared car takes about three steps: one is to register as a member of the "car sharing" provider, to pay a certain amount of membership fees and deposits; the second is to make an appointment to tell the shared car provider what kind of car you need , how long and when to use the car; third is to use the electronic key to open the door with a membership card, and then enter the corresponding password to the on-board computer, so that the user's driving time and mileage are recorded in the computer, so that after the use of the car to pay cost. After using the car, the car can be returned to the place within the prescribed time.

France: The policy "a basket"

The official data released by France on the 19th showed that the price of gasoline No. 95 has risen to 1.645 euros/liter. A few days ago, the French government adopted a series of measures to address the issue of rising oil prices, including the introduction of a “clean car tax exemption policy”, encouragement of the use of biofuels, the return of taxes higher than the 2005 fuel tax budget to the French public, and some “excess "Taxes" subsidize difficult industries or encourage employment of the unemployed. As early as 2008, French Prime Minister Sophie expressed that he should vigorously develop nuclear energy. This solution to the rise in oil prices in the 1970s is also of guiding significance to today's oil price issue.

"There are policies, there are countermeasures." The French people are also responding to the rise in oil prices in their own ways. In order to save fuel costs, the French people abandoned the habit of driving to suburban big supermarkets, instead buying daily necessities in fruit and vegetable stores and grocery stores close to home; online shopping also began to prevail among young French groups. All in all, the French people have already found the simplest way for the rise in oil prices – without driving.

Japan: The purchase of cheap heavy oil deep-processed by Japan's oil companies through long-term contracts to raise oil, so that the economy has the ability to resist the rise in oil prices. In addition, it can not be ignored is the advantage of the demand structure, that is, in the oil demand, the United States, gasoline demand accounted for 50%, while Japan accounted for only 15%.

In order to increase the efficiency of oil use, Japan has developed energy-saving products in many fields. At present, the Japanese government is developing plans to use heavy residual oil to produce fuels such as diesel and gasoline. The plan aims to use energy more efficiently and reduce pollution to the environment. In addition, Japan also actively strengthens energy conservation in the production process. Japan mainly imports heavy crude oil produced in the United Arab Emirates, and the handling of high sulfur contained in it is difficult. However, Japanese oil companies invested capital and purchased secondary treatment devices such as desulfurization. Even if you buy heavy crude oil, you can also improve product quality through desulfurization.

South Korea: Automobile Weekly Policy In response to the rise in oil prices, the government has also made corresponding measures — the “automobile week system” — that is, voluntarily choosing one of the cars from Monday to Friday to form a public movement. The South Korean government said that owners participating in the event can get a series of benefits, such as free car inspection, halving of tolls, 10% reduction of repair fees, priority parking rights at the place of residence, parking in public parking lots and parkland. 20% discount on parking fees. In 2011, the South Korean government extinguished lighting in Seoul's entertainment district and business district in advance, neon signs on the street, and outdoor lighting measures to reduce energy consumption.

In Hong Kong, the government has responded to rising oil prices by subsidizing farmers and requiring toy manufacturers to stop expanding production lines to reduce energy consumption.

The Financial Secretary of the SAR Government, Tsang Yam-kuen, said that he would tighten the supervision over the supply and stock of petroleum products in order to guarantee the supply of petroleum to the Hong Kong region.

â–  Weekly commentary Last week, the National Development and Reform Commission announced the price of gasoline and diesel in the domestic market just one month ago, and announced that domestic gasoline and diesel prices would also increase. The high price and magnitude of the price increase have also created a record of single-time oil price increases in the past three years.

After the price adjustment, the price of Guangzhou No. 93 gasoline standard No. 93 was “broken 8” per liter, and the gasoline of No. 97 of the National IV Standard was also “punched 9” per liter. One of the most concerned topics of the auto industry activities that I participated in last week is whether oil prices “break 8” or “rush 9” will bring an “earthquake” to the auto market. The relevant experts of the Federation of Fellowships are also likely to feel "magical" at the beginning of this month to predict accurately the new historical record of gasoline and diesel prices this month!

How much impact will oil prices "break 8" and "rush 9" bring to the auto market? The results of a survey jointly conducted by a print media and online media last week: 81.1% of people think that the oil price “break 8” will have a serious inhibitory effect on current car consumption, and 4.16% believe that “car consumption demand is still rigid , 9.81% of people believe that "will not affect the purchase, but the use of cars will be more cautious," and 4.93% of people believe that "will promote hybrid and electric vehicle consumption."

However, regardless of whether it is Iran or Ye Hao, or the Development and Reform Commission, and after releasing various emotions of rising oil prices, in the author's view, whether the oil price is “break 8” or “rush 9”, it may have a real impact on the auto market. Not as big as expected. The impact of changes in oil prices on the auto market is more a psychological reflection. Compared with factors such as the improvement of the macroeconomic situation, rising income expectations, various types of government subsidies, and even preferential promotions by manufacturers, the impact of oil price changes on the auto market is obviously small.

This is based on facts. Let's take a look at the changes in the price of oil in the past three years: In 2009, domestic gasoline prices were adjusted five times, prices were raised four times, and price of gasoline was increased by 1,370 yuan per ton; in 2010, domestic gasoline prices were adjusted three times. , 2 times the price of 1 price cuts, gasoline prices have risen by 310 yuan per ton; in 2011, the domestic gasoline price has been adjusted twice, of which the price increase in April was once, and in October, the price was once reduced, and the gasoline price was increased by 200 yuan cumulatively. Every ton, this is also the year since the end of 2008 when the reform program for refined oil prices and taxes was implemented, the price of gasoline was the smallest.

Subsequently, we also take a look at the three years of car sales: In 2009, domestic car sales were 13,644,800, up 46% year-on-year; in 2010, domestic car sales were 18.06 million, up 32% year-on-year; and in 2011, domestically The sales of automobiles reached 18.5051 million, an increase of only 2.5% year-on-year. In other words, in 2011 with the smallest increase in oil price and amount, the increase in domestic car sales was the smallest.

If the analysis of the industry is not enough to explain the problem, then look for a case. The author has a friend, the car Canada IV standard 97 gasoline, commuting 40 kilometers per day, fuel consumption of about 10 liters of oil per 100 kilometers. After the oil price adjustment, the daily fuel consumption will increase from the previous 34 yuan to 36 yuan. The friend complained about the adjustment of the oil price and complained that the oil that was added to the previous 500 yuan could almost go to Beijing. Last week, the author asked him, “Do you still drive when the oil price goes up?” The friend’s answer is, “Open, will it not open?”

Soundproof Generator

Silent Diesel Generator,Cummins Diesel Generator,Low Noise Generator

Huatian Diesel Engine Co., Ltd. , http://www.wfdieselengine.com