Slovo na záver: Ako veľmi ovplyvňuje ruská-vojna na Ukrajine čínske autá?

24. februára Rusko zaútočilo na Ukrajinu a vypukla vojna. V dôsledku toho medzinárodné ceny ropy prudko vzrástli, na istý čas prelomili hranicu 100 za barel a dosiahli nové maximum od roku 2014. Zatiaľ čo ceny ropy rástli, prudko vzrástli aj ceny niektorých dôležitých surovín. Kvôli vojnovému faktoru sú problémy aj v dodávateľskom reťazci mnohých produktov.

Ruská-vojna na Ukrajine stále prebieha a nie je známe, kedy sa skončí. Ale vplyv vojny na globálnu ekonomiku a automobilový priemysel sa už začal prejavovať.

Cars are a globalized industry and inevitably will be affected by war. China is the world's largest car producer and the largest new car consumer market. The Russian-Ukrainian war will also have a certain impact on Chinese cars and the domestic car market.

Ruský a ukrajinský automobilový trh nemá vysoký podiel na globálnom trhu, ale automobilové diely a kľúčové produkty týchto dvoch krajín majú stále určitý vplyv na európsky automobilový trh.

Relevantné štatistiky ukazujú, že v roku 2021 bude predaj ruských áut nižší ako 150, z toho predaj áut čínskej značky v Rusku dosiahne 115 700, čo predstavuje takmer 7 percent podielu na ruskom trhu s osobnými automobilmi. Great Wall Motor, Chery Automobile a Geely Automobile vstúpili na ruský trh. Rusko-Ukrajinská vojna bude mať určitý vplyv na výkonnosť automobilov čínskych značiek na ruskom trhu.

Russia is the world's second largest oil exporter, and the Russian-Ukrainian war has caused global oil prices to skyrocket. It remains to be seen how long this trend will continue.

China is the world's largest oil importer, reaching 513 million tons in 2021, with a foreign dependence of 72 percent . According to the current formation mechanism of refined oil prices, when international crude oil prices rise or fall, domestic refined oil prices are adjusted accordingly. International oil prices have skyrocketed, and domestic oil prices will also rise sharply. Some analysts believe that domestic refined oil prices will remain high for a period of time in the future.

Oil prices account for the highest proportion of the cost of using fuel vehicles, and the sharp rise in domestic oil prices will inevitably affect the sales of fuel vehicles. But at the same time, it will bring positive factors for new energy vehicles. In 2021, China's new energy vehicles will experience explosive growth, with sales exceeding 3.5 million for the first time. Some analysts believe that China's new energy vehicle sales will reach 5 million in 2022. With the impact of the Russian-Ukrainian war on soaring oil prices, it is expected that China's new energy vehicle production and sales will further increase this year.

It is reported that with the escalation of the Russian-Ukrainian war, the international supply of neon gas, palladium and other raw materials required for chip production has been disrupted, leading to further aggravation of the global chip shortage. In the chip production process, some inert gases are indispensable, including neon gas. Russia and Ukraine are both producers of neon gas. Ukraine supplies nearly 70 percent of the world's high-purity neon gas.

Affected by the shortage of chips, China's auto production will decrease by about 2 million in 2021. It was previously believed that the supply of chips could return to normal in the second half of this year, but due to the impact of the Russian-Ukrainian war, the shortage of chips may intensify, and the impact on the domestic auto industry cannot be ignored.

Po vypuknutí ruskej{0}}vojny na Ukrajine mnohé západné krajiny prijali rôzne sankcie proti Rusku, čo malo tiež určitý vplyv na globálny dodávateľský reťazec automobilov a logistiku automobilov.