According to data released by the China Association of Automobile Manufacturers, in the first 10 months of this year, my country's new energy vehicle sales reached 5.28 million, with a market share of 24%.

This data has exceeded the development vision of "by 2025, the sales of new energy vehicles will reach about 20% of the total sales of new vehicles" proposed in the "New Energy Vehicle Industry Development Plan (2021-2035)".

Changes in the automotive industry market and technology are transmitted to the consumer sector, and the first to bear the brunt is the refined oil processing and sales enterprises.

　　With the rapid development of new energy vehicles and the reduction of fuel vehicles, the consumption space of refined oil is bound to be greatly compressed.

In addition, benefiting from the advancement of energy-saving technologies, the fuel consumption of traditional fuel vehicles has also shown a trend of decreasing year by year.

It is foreseeable that the consumption of refined oil will continue to decline after reaching saturation in the future.

According to the analysis of sales data in recent years, some industry insiders show that the peak time of refined oil consumption will be around 2027, or even earlier.

　　At present, although the "peak oil" has not yet arrived, it has accelerated and approached.

For refined oil production and sales enterprises, there should be a sense of urgency in response to the peak of oil, and it is necessary to make scientific plans as soon as possible according to market trends, make strategic adjustments, and speed up the pace of transformation.

　　On the production side, “reducing oil and increasing chemical” has become the main transformation path for the refining and chemical industry in recent years.

Judging from the current market demand, although the consumption of refined oil products has become increasingly saturated, there are still structural deficiencies in chemical products, especially some high-end and special chemical products still rely on imports.

From a dialectical point of view, although the consumption of ordinary gasoline and diesel will gradually withdraw from the refined products, there will still be market demand for special products such as lubricating oil and jet fuel in the future.

Therefore, the "reduction" of reducing oil and increasing chemical production does not necessarily mean a complete withdrawal; "increasing" does not mean rushing on.

　　In the production capacity layout, on the one hand, it is necessary to ensure the stable supply and the basic needs. Focus on the international and domestic market environment and market segment demand. While ensuring the market supply of bulk basic chemicals, we must not blindly expand production capacity in the direction of "increasing chemicals", resulting in new On the other hand, it is necessary to optimize and increase high-tech. The key to "reducing oil and increasing chemical" is to optimize the product structure and technical path, and to break through a batch of "stuck necks" in view of the current shortcomings of high-end chemical products and the differentiated needs of new chemical materials. "Technology, strengthen key technology research and development and industrialization, fill the domestic gap to replace imports, and achieve high-quality transformation.

　　On the sales side, turning gas stations into energy-enhancing stations and allowing new energy vehicles to "get out of the city and down to the countryside" is not only the actual need for energy consumption reform, but also an inevitable choice for traditional oil companies to adapt to market changes.

In August this year, the Ministry of Transport and other four departments jointly issued the Action Plan for Accelerating the Construction of Charging Infrastructure along the Highway, which proposed that by the end of 2025, a charging infrastructure network along the highway will be basically formed to better meet the needs of the public with high-quality, Diversified travel service needs.

Under the clear policy and market orientation, gas stations should give full play to their network advantages, increase cooperation with power supply companies and transportation departments, and explore innovative energy supply models.

(Source of this article: Economic Daily Author: Chen Fafang)