In the automotive circle, November 2021 could belong to BYD.
According to its sales report, BYD sold 97,242 new cars in November, up 84.1% year-on-year. Among them, BYD's sales of new energy vehicles soared by 252.7% year-on-year, an exaggerated 90,121 units, which is also a new record for monthly sales of new energy passenger cars in China up to now. So far, BYD's cumulative sales in 2021 have also exceeded the 500,000 mark.
Why did BYD see such a surge in performance in November? Although there are various voices in the market, behind this stage of victory is the result of the outbreak of product power of BYD's main models and the gradual consolidation of the competitiveness of the system.
Let's first look at the specific sales performance of BYD's several models in November.
In November, BYD Han sold 12,841 vehicles, of which Han EV accounted for the majority of 10,021 units, which is also the first pure electric medium and large sedan with monthly sales of its own brand.
BYD Tang's sales reached 8125 vehicles, has achieved positive sales growth in seven months, and is expected to impact the monthly sales of 10,000 units in the case of the gradual decline in the production capacity of its newly launched plug-and-mix model, Tang DM-i.
Another model that has benefited from the continuous climb in dm-i production capacity is BYD Song DM, which sold 15,097 units in November; and bydir Qin PLUS, which surprised the four parties with more than 25,000 units last month, went further, selling 28,151 units in November, continuing to refresh its own record and moving towards a monthly sales of 30,000 units. Among them, Qin PLUS DM-i sold 18,054 vehicles, and the sales of Qin PLUS EV also exceeded 10,000 for the first time along with Han EV, reaching 10,097 vehicles.
In terms of EV models, BYD Yuan Pro, which sold 6521 vehicles in November, is also a good result; the first mass production model based on the e platform 3.0, which has just been launched, and the first model of BYD's "Ocean" series, BYD Dolphin, sold 8809 vehicles in the first month.
In general, BYD's new car sales basically show a "multi-point blossoming" state, and its main models can have good or even top competitiveness in its market segment.
As BYD's current flagship model, BYD Han is positioned as a medium and large sedan, but han EV was regarded as the biggest competitor of domestic Tesla Model 3 at the beginning of the listing. In other words, Han EV's competitors are actually more "diversified", from the same level of new power brand competitors - Xiaopeng P7, even unlisted Weilai ET7, to the price overlap model 3, Han EV can "break the wrist" with them.
Back to the vehicle itself, first talk about the appearance of the vehicle, Dragon Face 3.0 design language debut in Han performance is extremely successful, while pulling up the overall image score of the BYD brand; and at the hardware level, more important is obviously the BYD Han listed in the third quarter of 2020 is the first model of blade battery in the BYD car series, the two work together, Han's strategic position is self-evident.
Blade battery is essentially a packaging technology of lithium iron phosphate battery developed by BYD. A battery design process in which large batteries with a length greater than 0.6m are arranged together in an array manner and inserted into the battery pack like a "blade". Through such a packaging method, not only greatly improve the overall safety of the power battery pack, but also increase the density of the battery pack, so that the overall cruising performance of Han EV (the maximum mileage is 605km under THE NEDC conditions) is not inferior to the competitor models with ternary lithium battery packs at the same price or level.
In addition, it is The power layout of Han based on the advantages of the motor itself. On the Han EV four-wheel drive top model equipped with dual motors, the vehicle can burst out the maximum power of 494Ps and 680N·m of torque, the official acceleration time of 0-100km/h is only 3.9s, and the actual measurement can indeed enter the 4s mark, without false label components.
It is precisely because of these attributes that together constitute BYD Han's very thick product strength, which is also complementary to the historical results of Han EV's rising sales after entering 2021 and finally breaking 10,000.
After successfully firing the "first shot" with BYD Han, bydir released three models in early 2021 - Qin PLUS DM-i, Song PLUS DM-i, and Tang DM-i, took advantage of the rising reputation of blade batteries and continued to exert efforts, successively listing on March 8, March 25, and April 19.
In fact, BYD launched the first generation of DM technology as early as 2008, and has evolved to the third generation in 2018. Later, in June 2020, OND further released the DM technology dual-platform strategy, that is, dm-p platform and DM-i platform, on the basis of the third generation of DM technology.
DM-p platform "p" refers to "powerful", with more powerful power performance to meet the pursuit of more driving pleasure users, such as BYD Han DM is the use of DM-p technology; DM-i "i" is "intelligent", wisdom, DM-i platform in the field of energy saving, high efficiency, to meet the pursuit of lower driving energy consumption of users, and the proportion of this part of the user is obviously very large.
Different from the hybrid technology that pursues the ultimate power performance, the core essence of DM-i lies in "subtraction", therefore, it adopts the hybrid concept of electric drive, with high-power motor drive and large-capacity power battery as the main energy supply, and the engine (generator) as the supplement.
Therefore, BYD is equipped with a 1.5L naturally aspirated engine dedicated to Xiaoyun plug and mix in Qin PLUS DM-i and Song PLUS DM-i, which has made a high thermal efficiency of 43.04% on the basis of extreme weight reduction through the design of Atkinson cycle, high EGR rate, split cooling technology, and the most core wheelless train. The engine does not have the ultimate goal of high power, but to find the right balance between the best thermal efficiency and the energy range, and the rest is left to BYD's powerful EHS electromix system.
Through the exquisite design, the EHS system uses the cooperation between several gears to complete a series of functions such as vehicle drive, power generation, energy recovery, etc., and the volume and weight are reduced by 30% compared with the previous structure. It is precisely because of this meticulous calculation of one inch and one gram that the amazing energy efficiency of DM-i has been achieved.
Of course, as an equally critical part, DM-i's energy storage system also uses BYD's most core technology - DM-i dedicated power blade battery. The longitudinal arrangement of blade batteries further saves the space of the battery pack and improves the power density of the battery pack.
On August 29, BYD took advantage of the victory and launched the first model of its "Ocean Series" - BYD Dolphin, which is also the first model to build e-platform 3.0 technology. In this year's fierce new energy small car "storm", BYD also showed its other bottom card. At the same time, the e-platform 3.0 technology has given BYD a more dimensional possibility to the future, through the high expansion of the pure electric exclusive platform, the new car of the BYD brand is further modularized and structured, and the comprehensive utilization efficiency of brand resources is optimized.
At the subsequent 2021 Guangzhou Auto Show, BYD continued to release the first pure electric SUV of the e-platform 3.0, BYD Yuan PLUS, and the second new model of the Ocean series, the Destroyer 05, which is also the first model of BYD's "Warship" series.
In this way, we can also see BYD's next ambitions.
After the DM-i super hybrid technology launched at the beginning of the year and the e-platform 3.0 technology launched in the third quarter, BYD gradually established a strong product line based on the two major sequences of "Dynasty" and "Ocean" in 2021, especially the "Ocean" sequence, and subdivided into the "Marine Life Series" and "Warship Series", and the expansion is not to be described as rapid. Both e-platform 3.0 and DM-i technology will complement the current and future product lines.
Unconsciously, SINCE THE RELEASE OF ITS FLAGSHIP SED HAN, IT HAS ACHIEVED NEARLY MULTIPLE ROUNDS OF BRAND UPGRADES, THUS ACHIEVING A CONVERSION AFTER WORD OF MOUTH FERMENTATION IN THE FOURTH QUARTER OF THIS YEAR.
The most critical thing behind all these achievements is BYD's perseverance and self-breakthrough.
It is no exaggeration to say that a few years ago, when the market was still frantically pursuing ternary lithium batteries, BYD's insistence on deep ploughing lithium iron phosphate was rewarded. From blade batteries to "de-tering", from DM-i super hybrid to e platform 3.0, everything is due to BYD's initial insistence.
Is BYD's insistence on lithium iron phosphate a "gamble"? Probably, probably not. Looking back at BYD's sales explosion, we can know that BYD is taking a "long-term line".
The natural instability of the structure of large-capacity ternary lithium batteries is a problem that all enterprises know, but some choose to ignore, some choose to give up, and only BYD has chosen to silently endure and persist in the past few years.
Now, the blade battery can be said to have achieved a stage victory, but for BYD, the competition for new energy vehicles has just come to the "second half". After the production capacity problem has been gradually solved, in front of BYD, there is also "intelligence", which is the "big test" of the development of new energy vehicles. Can BYD e-platform 3.0 support BYD's planning layout in the next 5 or even 10 years? Or let's wait and see.