Završna riječ: Koliko rusko{0}}ukrajinski rat utiče na kineske automobile?

Rusija je 24. februara udarila u Ukrajinu i izbio je rat. Pogođene ovim, međunarodne cijene sirove nafte su naglo porasle, nakratko premašivši granicu od 100 po barelu, dostižući novi maksimum od 2014. Dok su cijene nafte rasle, cijene nekih važnih sirovina su također naglo porasle. Zbog ratnog faktora, postoje i problemi u lancu nabavke mnogih proizvoda.

Rusko{0}}ukrajinski rat još uvijek traje i nije poznato kada će se završiti. Ali uticaj rata na globalnu ekonomiju i automobilsku industriju već je počeo da se pokazuje.

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.

Rusko i ukrajinsko auto-tržište nisu visoko u globalnom tržišnom udjelu, ali autodijelovi i ključni proizvodi ove dvije zemlje i dalje imaju određeni uticaj na evropsko tržište automobila.

Relevantni statistički podaci pokazuju da će 2021. godine prodaja ruskih automobila biti manja od 150, od čega će prodaja automobila kineskih marki u Rusiji dostići 115.700, što čini skoro 7 posto udjela na ruskom tržištu putničkih automobila. Great Wall Motor, Chery Automobile i Geely Automobile su ušli na rusko tržište. Ruski{5}}ukrajinski rat će imati određeni uticaj na performanse automobila kineske marke na ruskom tržištu.

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.

Nakon izbijanja ruskog{0}}ukrajinskog rata, mnoge zapadne zemlje su poduzele različite sankcije protiv Rusije, što je također imalo određeni utjecaj na globalni lanac nabavke automobila i auto logistiku.