一年就多了300萬車主，最有底氣玩超充、換電的比亞迪，為啥沒動靜？比亞迪：實在劃不來

在目前的國内新能源汽車市場，比亞迪毫無疑問是最為強勢的那一個，月銷量連續過30萬輛，2023年全年銷量有望突破300萬輛，都讓這個品牌成為國内新能源汽車市場體量最為龐大、使用者基數最大的品牌之一。也正是因為比亞迪擁有一年新增300萬新車主的能力，其實不管是布局超充，還是推動換電技術，都具備了比很多品牌更好的使用者基礎和使用者規模。

那麼很多小夥伴就好奇一個問題，作為國内新能源汽車體量最龐大的單一品牌，比亞迪為什麼不像特斯拉、理想、蔚來、小鵬那樣在全國範圍内布局超充網絡，也不像蔚來等品牌那樣做換電嘗試？要知道，以比亞迪既有的保有量和強勢新增銷量，不管是超充還是換電，使用者規模都要高于上述品牌。

事實上，在我們看來，比亞迪雖然貴為國内乃至全球範圍内月銷量最高的新能源汽車品牌，但是比亞迪的銷量是由兩部分組成的，一部分是純電，一部分是插混，而且這兩類的銷量資料是差不多的。而業内的基本情況是，不管是超充還是換電，在插電混動車型上展開的情況不多，因為很多插電混動車型的電池都太小，是以超充和換電，本質上意義不大。而且對于很多使用者來說，他們甚至願意将這些插混車當作燃油車來開，這可能是比亞迪遲遲不開始布局超充或者換電的一個原因，純電車的體量，還是不足夠多。

當然了，通過一些車型，我們也看到了比亞迪通過第三方快充實作“泛超充”的可能性。比如去年上市的比亞迪唐DM-p，這是一款強化性能的插電混動車型，但是這款車在實際充電測試中，功率能夠跑到110kW左右，并且還能維持一段時間。但是像理想L8這種增程式電動車型，在第三方快充網絡中，最高也就能跑到75kW左右，而且持續的時間特别短，功率會迅速掉下來。是以其實在這種情況下，針對這些本身在第三方快充網絡中就能有不錯發揮的車型，對超充和換電的需求也沒有那麼高。

而且，比亞迪雖然沒有自己的超充網絡和換電網絡，但也有一些新的技術，實作了類似超充的快充效果，比如比亞迪在騰勢品牌的一些純電車型上，搭載了雙槍快充技術，也就是左右兩個快充口，同時進行充電，雖然說在實際操作中，一個車占用兩個充電槍，多多少少有點不夠紳士，但是兩個充電槍的“合作充電”，效率卻也是真的高。

當然了，在我們看來，比亞迪不布局超充和換電，最重要的一個原因，可能還是希望将産品的價格給壓下來，并且不在車輛的使用過程中再掙錢。大家可能都看到了，很多布局超充或者換電技術的品牌，很多都是中高端品牌，或者希望成為中高端品牌的造車新勢力車企，它們布局超充和換電，的确是為了更好的服務使用者，但這種服務一定不是免費的，廠家布局這些超充站和換電站的成本，最終還是要使用者分攤的，隻不過是時間早晚的問題，而中高端品牌的使用者，可能接受度會更高一點。

但是比亞迪就不一樣了，雖然比亞迪現在旗下擁有仰望、方程豹、騰勢這樣的高端品牌，但是比亞迪的基本盤，還是海洋網和王朝網這樣的經濟品牌，這兩個網絡是比亞迪銷量的核心，而兩個銷售網絡的産品，很多都是經濟型産品，也就是價格不高。

是以如果比亞迪大肆布局超充和換電，可能就會呈現尴尬的情況，那就是這些經濟型車型因為技術的原因，根本用不上，而高端品牌能夠用得上，使用者也能用得起，但是數量相對較少，成本收益完成不成比例，是以本質上是劃不來的，而且比亞迪三大高端品牌，仰望和方程豹，目前的量産車型，都是插混/增程，對換電和超充的需求不高，騰勢擁有雙槍快充，是以比亞迪的确沒有布局超充和換電，很急切的動因。

比亞迪作為國内新能源汽車的領頭羊品牌，從整體結構上來說，經濟型車型還是占據了比較大的比例，是以展開超充和換電，本質上是很考驗成本控制的，一不小心就是浪費資源了，而且比亞迪本身在充電這一塊，也有自己的技術支撐，雖然沒有很多超充和換電看上去那麼炫酷，但是對于使用者來說，實用是很重要的。而不把錢花到燒錢的超充和換電布局，也更有利于比亞迪在車輛價格上更有競争力。

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(min-width:1024px){body:not(.pages_skin_pc)body:not(.pages_skin_pc){background:#191919;background:var(--weui-BG-2)}}@media screen and (min-width:1024px) and (prefers-color-scheme:dark){body:not(.pages_skin_pc) .wx-root[data-weui-mode=care]:not([data-weui-theme=light]),body:not(.pages_skin_pc) body[data-weui-mode=care]:not([data-weui-theme=light]){--weui-BG-0: #111;--weui-BG-1: #1e1e1e;--weui-BG-2: #191919;--weui-BG-3: #202020;--weui-BG-4: #404040;--weui-BG-5: #2c2c2c;--weui-FG-0: rgba(255, 255, 255, .85);--weui-FG-HALF: rgba(255, 255, 255, .65);--weui-FG-1: rgba(255, 255, 255, .55);--weui-FG-2: rgba(255, 255, 255, .35);--weui-FG-3: rgba(255, 255, 255, .1);--weui-FG-4: rgba(255, 255, 255, .15);--weui-FG-5: rgba(255, 255, 255, .1);--weui-RED: #fa5151;--weui-ORANGERED: #ff6146;--weui-ORANGE: #c87d2f;--weui-YELLOW: #cc9c00;--weui-GREEN: #74a800;--weui-LIGHTGREEN: #3eb575;--weui-BRAND: #07c160;--weui-BLUE: #10aeff;--weui-INDIGO: #1196ff;--weui-PURPLE: #8183ff;--weui-WHITE: rgba(255, 255, 255, .8);--weui-LINK: #7d90a9;--weui-TEXTGREEN: #259c5c;--weui-FG: #fff;--weui-BG: #000;--weui-TAG-TEXT-RED: rgba(250, 81, 81, .6);--weui-TAG-BACKGROUND-RED: rgba(250, 81, 81, .1);--weui-TAG-TEXT-ORANGE: rgba(250, 157, 59, .6);--weui-TAG-BACKGROUND-ORANGE: rgba(250, 157, 59, .1);--weui-TAG-TEXT-GREEN: rgba(6, 174, 86, .6);--weui-TAG-BACKGROUND-GREEN: rgba(6, 174, 86, .1);--weui-TAG-TEXT-BLUE: rgba(16, 174, 255, .6);--weui-TAG-BACKGROUND-BLUE: rgba(16, 174, 255, .1);--weui-TAG-TEXT-BLACK: rgba(255, 255, 255, .5);--weui-TAG-BACKGROUND-BLACK: rgba(255, 255, 255, .05)}}@media screen and (min-width:1024px) and (prefers-color-scheme:dark){body:not(.pages_skin_pc) .wx-root:not([data-weui-theme=light]),body:not(.pages_skin_pc) body:not([data-weui-theme=light]){--weui-BG-0: #111;--weui-BG-1: #1e1e1e;--weui-BG-2: #191919;--weui-BG-3: #202020;--weui-BG-4: #404040;--weui-BG-5: #2c2c2c;--weui-FG-0: rgba(255, 255, 255, .8);--weui-FG-HALF: rgba(255, 255, 255, .6);--weui-FG-1: rgba(255, 255, 255, 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#fa9d3b;--weui-YELLOW: #ffc300;--weui-GREEN: #91d300;--weui-LIGHTGREEN: #95ec69;--weui-BRAND: #07c160;--weui-BLUE: #10aeff;--weui-INDIGO: #1485ee;--weui-PURPLE: #6467f0;--weui-WHITE: #fff;--weui-LINK: #576b95;--weui-TEXTGREEN: #06ae56;--weui-FG: #000;--weui-BG: #fff;--weui-TAG-TEXT-RED: rgba(250, 81, 81, .6);--weui-TAG-BACKGROUND-RED: rgba(250, 81, 81, .1);--weui-TAG-TEXT-ORANGE: #fa9d3b;--weui-TAG-BACKGROUND-ORANGE: rgba(250, 157, 59, .1);--weui-TAG-TEXT-GREEN: #06ae56;--weui-TAG-BACKGROUND-GREEN: rgba(6, 174, 86, .1);--weui-TAG-TEXT-BLUE: #10aeff;--weui-TAG-BACKGROUND-BLUE: rgba(16, 174, 255, .1);--weui-TAG-TEXT-BLACK: rgba(0, 0, 0, .5);--weui-TAG-BACKGROUND-BLACK: rgba(0, 0, 0, .05)}.wx-root,body{--weui-BTN-ACTIVE-MASK: rgba(0, 0, 0, .1)}.wx-root,body{--weui-BTN-DEFAULT-ACTIVE-BG: #e6e6e6}.wx-root,body{--weui-DIALOG-LINE-COLOR: rgba(0, 0, 0, .1)}.wx-root,body{--weui-BG-COLOR-ACTIVE: 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div.autoTypeSetting24psection > p,div.autoTypeSetting24psection > section{margin-bottom: 24px;}