In the past two days, news about the sharp rise in oil prices has flooded the screen. I believe many friends are paying attention. Especially our colleagues in the new energy industry, this directly affects the direction of the entire industry chain. Today, we not only focus on China, but also hope to discuss oil prices, international new energy trends, and the overseas prospects of our sand mills from a global perspective.

1. This round of oil price rise: data and core reasons

Price adjustment time: 0:00 on March 23, 2026

Comparison before and after adjustment:

· 92# gasoline: 7.85 yuan/liter → 8.95 yuan/liter

· 95# gasoline: 8.45 yuan/liter → 9.60 yuan/liter

· 0# diesel: 7.50 yuan/liter → 8.60 yuan/liter

International oil price trends:

It was US$85/barrel in early March and has now risen to US$110/barrel, an increase of nearly 30%.

Three main reasons for the increase:

1. Intensified geopolitical conflicts: The situation in the Middle East escalated and shipping in the Strait of Hormuz was blocked, triggering global supply panic.

2. Supply continues to tighten: OPEC+ continues its production reduction strategy, and the supply and demand structure maintains a tight balance.

3. Steady recovery in demand: The global economy recovers, and demand for logistics and travel is released simultaneously.

2. How high oil prices will reshape the global new energy landscape

High oil prices are becoming a powerful accelerator of global energy transformation. It is worth noting that the transformation intensity of overseas markets even exceeds that of domestic ones at some levels.

1. The penetration rate of new energy vehicles is accelerating.

In Europe, Southeast Asia, Latin America and other regions, the price gap between oil and electricity has further widened, and the economics of new energy vehicles have become increasingly prominent. It is expected that global new energy vehicle sales will exceed 18 million units in 2026, China's export share continues to rise, and overseas markets are becoming a core growth pole.

2. Global energy storage reaches an explosive turning point

Global new installed energy storage capacity is expected to exceed 400GWh in 2026, a year-on-year increase of over 60%. With the promotion of the US IRA Act and relevant EU policies, coupled with the implementation of large-scale new energy power stations in the Middle East, Africa, Australia and other places, the global dividends of energy storage are being fully released.

3. The lithium battery industry chain accelerates its global layout

Overseas battery companies are accelerating the construction of production capacity in North America, Europe, Southeast Asia, India and other places, driving upstream materials such as lithium iron phosphate, ternary materials, conductive agents, and silicon-carbon anodes to go global. The demand for equipment in the chain also spilled over on a large scale.

One sentence summary: The higher the oil price, the stronger the global determination to get rid of fossil energy, and the international dividends of the new energy industry will be more lasting.

3. Sand grinding machine industry: steady growth domestically and accelerated overseas volume

1. Domestic market: short-term cost pressure, long-term volume and price rise

· Demand side: High-prosperity tracks such as lithium battery materials, new energy coatings, and photovoltaic slurries continue to expand. Ultra-fine grinding is a key process link, and both the order volume and gross profit margin of sand mills are on the rise.

· Cost side: The rise in oil prices has led to an increase in freight, steel, accessories and other costs. The overall impact is about 3%-5%, which can be effectively digested by locking orders in advance and optimizing production efficiency.

2. Overseas markets: The golden window for going overseas is fully open

· Global new energy production capacity is shifting overseas, and overseas battery and material manufacturers are actively looking for cost-effective domestic sand mills to replace traditional European and American high-end equipment.

· In 2026, the global market for lithium-ion sand mills will continue to expand. Domestic equipment has achieved rapid penetration in Southeast Asia, the Middle East, Latin America, Europe and other regions by virtue of its stability, delivery efficiency and service network.

· Globalization of new energy = globalization of materials = explosion of grinding equipment overseas. Sand mills are being upgraded from domestic supporting suppliers to global equipment suppliers, and the market space is expected to double.

4. Conclusion

The sharp rise in oil prices will put pressure on the cost side in the short term, but in the long term it will signal a deep restructuring of the global energy landscape.

Global new energy penetration, overseas market expansion, and energy storage installations are ushering in a triple explosion. The sand mill industry has thus entered a two-wheel drive stage of "steady domestic growth + accelerated overseas volume". The new energy track has formed a strong resonance with the logic of globalization, and will continue to be in a high boom cycle in the next three to five years.

New energy is a sunrise industry. With the dual support of policy support and its own advantages, this round of rising oil prices has further promoted the general trend of the industry. As a high-end equipment manufacturer, we happen to be at the core of the global new energy supply chain. The opportunities before us far outweigh the challenges.

What we have to do next is to steadily improve quality, improve delivery efficiency, and firmly seize the dividends of this era.