In November, the "monthly examination" report card came out, and as a top student, BYD took the first place without suspense.
IN NOVEMBER SINGLE-MONTH SALES OF BYD PASSENGER CARS CREATED A GOOD SALES OF 97,242 UNITS, OF WHICH SALES OF NEW ENERGY PASSENGER VEHICLES REACHED 90,121 UNITS, UP 252.7% YEAR-ON-YEAR. The Qin family sold 30,049 units, taking the third place in china's A-class sedan market sales in November, pressing the new Langyi, and also posing a great threat to Xuanyi, who has always lived on the throne, and is bound to challenge the authority. The Han, Tang, Qin and other families and the dolphin, the first model of the e-platform 3.0, showed a multi-point flowering posture, adding a touch of bright and brilliant colors to this rather solemn winter.
With the release of the transcript, this article came into being.
First, the new forces can't beat BYD, which is reasonable?
It is unreasonable to say that because BYD's achievements are indeed somewhat "unreasonable", the results of 90121 units account for 23.8% of the domestic new energy vehicle market. Xiaopeng, the best performer among the new car-making forces, has exceeded 15,000 monthly sales, but it is far from BYD. Even if you add tesla's 30,000 units sold in China in a single month, it can only be on an equal footing with BYD.
This has to make people feel the magnitude of the gap.
If you look closely at BYD's report card, you will find several amazing details. New energy vehicle sales account for nearly 93% of total passenger car sales, which is an unimaginable proportion of sales in front of any traditional car company. At a time when most traditional car companies are still using gasoline vehicles as the main force in sales and are making efforts to develop new energy vehicles, BYD's new energy vehicles have become the absolute main force. And it can be seen that the sales of DM models and EV models are almost equal, and there are even 2153 more EV models.
Is this just a coincidence of the market? Of course not.
If you look at BYD's sales performance in the past few months, you will find that BYD's new energy vehicle sales have shown steady and rapid growth, and its sales have always accounted for about 90% of passenger car sales, and dm models and EV models are balanced. Solid growth and a healthy sales structure are evident.
In the absence of strong government intervention, policy subsidies reduction and the non-rigid demand for new energy vehicles in second- and third-tier cities, BYD's new energy vehicles handed over this series of beautiful answers, which is a structure freely chosen by the market, which proves that BYD's new energy vehicles have been favored by Chinese consumers. The balanced sales structure of DM models and EV models also shows that the rapid growth is the result of the combination of the two core technologies of BYD's DM-i super hybrid system and blade battery, which complement each other and play a huge role.
Take the Qin family as an example. In November, the Qin family ranked among the top three sales of the most competitive A-class sedan in China, and its market competitiveness is beyond doubt. At the same time, we can see that since the launch of the Qin PLUS DM-i model in March this year, under the blessing of the DM-i super hybrid system and blade battery, the sales of Qin PLUS models have begun to grow rapidly, from 0.52 million units in April to 25,900 vehicles in October, up nearly 5 times in just half a year. With such momentum, we can't help but sweat for Xuan Yi.
If Longyan and DM plug-in hybrid system have brought a leap forward for BYD's new energy vehicles, then it is safe to say that the DM-i super hybrid system and blade battery have brought another big leap and a qualitative leap for BYD's new energy vehicles. At the same time, it cannot be ignored that the e-platform 3.0 system has also brought new growth points, and BYD still has a lot of staying power.
Behind the growth of BYD's new energy vehicle sales is the continuous promotion of new technologies. In the following, we will further analyze the core technical advantages, R&D and cost, and professionalism.
Second, the core technology advantages: to solve the needs and concerns of users
It is precisely because of two important technologies that BYD's new energy vehicles can combine low fuel consumption, strong acceleration performance and safety performance, and these factors are contradictory in traditional gasoline vehicles.
People who know about BYD's old DM system or have personally used it know that the performance and driving quality of the vehicle in the fully charged state are first-class, but in the case of power loss, because the engine plays a major role, not only to drive the vehicle but also to charge the battery, the actual fuel consumption performance is often less than expected, and the smoothness and acceleration performance of the power will be significantly reduced.
The DM-i super hybrid system finally solved these problems. At the end of the day, the system is purpose-built for plug-in hybrids.
First of all, the architecture of the system is very different, which also makes the working logic essentially different. In the DM-i super hybrid system, EV driving is still the main driving in urban areas when power is lost, and 99% of the working conditions are driven by electric motors. The engine only recharges the battery when necessary, and the engine drives the wheels more when driving at high speeds. Stress-reducing engines can better maintain economic conditions, while the vehicle driven by the motor always has a strong power output.
In the DM-i system, the Xiaoyun-plug-mix special 1.5L engine has subtracted a lot of unnecessary structure and burden, using the Atkinson cycle, the overall fuel consumption is reduced by 15%, the thermal efficiency has reached the current highest 43.04%, and the comprehensive fuel consumption under the power deficit state is within 3.8L/100km. In addition, the system has a parallel shaft layout with a smaller axial dimensions, so larger motors can be arranged. The DM-i system is equipped with a motor speed of up to 16,000 rpm, so the motor constant power is longer and the backup power is more sufficient, which is why the vehicle equipped with this system has a strong acceleration capability. In contrast, the Honda i-MMD hybrid system, which also uses a P1+P3 motor layout and focuses on acceleration performance, has a maximum motor speed of only 13,000 rpm, and the system cannot be equipped with a larger motor.
The use of blade batteries makes the battery safety have a higher guarantee. Previously, due to policy influences, ternary lithium batteries with higher energy density were more popular in family cars, but their instability and low durability of cyclic charging and release became the heart disease of new energy car owners. The blade battery has improved the battery volume and utilization rate by changing the battery structure, so that the lithium iron phosphate battery with higher safety and more charge resistance can be used in family cars on a large scale.
So far, the main needs and concerns of users have been successfully broken through by BYD's technology. But why did BYD develop these technologies instead of other traditional car companies?
Third, research and development and cost: it is better to seek people than to seek oneself
In 2021, "lack of core" has become a hot word, and many automakers have been affected by chip supply, resulting in sluggish production capacity and sales. In contrast, BYD has been less affected in this regard, because BYD is one of the few chip companies that master the core supply chain technology, and she has become the first IGBT chip manufacturer in the country and the second in the world, in other words, she can not completely rely on the chips provided by the supplier, and the core chips can be produced and used by herself.
But the chip problem is only a necessary and insufficient condition for sales growth, after all, BYD also has supplier demand, but it is much smaller than other car companies. The main driving force behind the growth of sales is the two core technologies mentioned above, but the chip problem can explain why BYD has such technical strength from the side.
Traditional car companies play more of the role of assemblers, after all, automobile production is an extremely complex industry, involving thousands of parts, completely self-produced and self-use is not realistic. Therefore, traditional car companies like Toyota and Volkswagen have chosen the supplier model to complete the manufacture of vehicles through a complete supply chain system.
This model is no problem in front of traditional cars, but in new energy and intelligent vehicles, the electronics industry and software industry will gradually play a more important role, and accessories and systems are more inclined to structural and functional integration. In other words, independent structural relationships like the engine and gearbox will be broken. The high degree of integration of the three-electric system and the high integration of system software and vehicle functions will be very important. If you're still expecting a beautiful painting to be done with your strokes, you're naïve.
The traditional patchwork method cannot be highly integrated, but BYD is different, her dependence on suppliers is not strong, and many accessories such as engines, batteries, chips, motors and so on can be produced and used by themselves. This difference in production and supply models brings two advantages:
First, it can control technology research and development more macroscopically, and put the direction of research and development in a more targeted direction.
The DM-i super hybrid system is a very good example. The system needs a dedicated engine, so the Snap Cloud - plug-in hybrid special engine appeared, the system needs more space to place a larger motor, so the three-electric system is highly integrated, and there is a targeted adjustment of the system layout to create enough space for the motor. The system needs safer batteries, there are blade batteries and so on, and production requires enough IGBT chips, which are being shipped from Shop A to Shop B.
Obviously, if it is highly dependent on suppliers, IT may have a hard time building the DM-i super hybrid system, let alone solving the fuel consumption, acceleration and safety problems perfectly.
Second, it can control costs.
Traditional supplier relationships are competitively competitive and therefore not secure. In order to reduce costs, Volkswagen and Toyota have taken different approaches. Volkswagen tends to buy, but this will encounter the classic "free-riding" dilemma, that is, the level of development and enthusiasm of the companies in the group are different, and the departments and companies with higher profits have to pay for the departments or companies with lower profits or laziness, resulting in wasted costs. Toyota has established a deep vertical group on the basis of trust, but if a supplier encounters difficulties and increases the price of products, Toyota will purchase supplier products at a high price to maintain relationships out of responsibility and obligation, resulting in cost waste.
BYD faces a much smaller dilemma, many parts and core technologies are their own, so the cost of mutual cooperation is less wasteful, more often than not, it is better to "take". BYD is involved in a number of capital-intensive industries such as automobiles and semiconductors, so cost control is even more important.
The cost savings are used in new research and development, and the new technology will bring greater profits and further cost savings, and the money obtained will be used for new research and development. Such a virtuous circle allows BYD's high-speed train to continue to speed up.
Fourth, professionalism: there are eggs before there are chickens
If you dig further, you will find that BYD has achieved such achievements in the field of new energy because it is indeed professional.
Like most traditional car companies, BYD did not start to build cars, compared with the battery and chip industries earlier. This can also explain why BYD will vigorously develop new energy vehicles. The battery of new energy vehicles and the systematization of three electric appliances have made BYD's battery manufacturing and chip manufacturing a unique advantage.
From the perspective of laying the foundation, BYD's road to new energy vehicles began at the beginning of the company's establishment 26 years ago. Maybe ATD didn't think about building a car at that time, but in any case, the foundation has been planted. From the landing of the first car in 2005 to the advent of THE BYD F3DM in 2008, it is obvious that BYD is building a car to go to new energy.
With goals and roots, IT is not surprising that BYD can sit in the world's first position in the field of new energy. More importantly, it is not only new energy vehicles that have blossomed, BUT also blossoms in its traditional fields.
At present, BYD is already the world's highest production of lithium iron phosphate batteries, and in fact, when passenger car owners push ternary lithium batteries, BYD's lithium iron phosphate batteries have always been developing. Due to the characteristics of lithium iron phosphate batteries, it is more used in commercial vehicles and engineering vehicles, and this is also the field in which BYD is involved. Therefore, BYD's research and development of lithium iron phosphate batteries has always been based on practical market experience. Because of this, it is only natural that blade batteries were born in the hands of BYD.
Article Summary:
Judging from the sales results handed over by BYD, the core technical advantages have allowed BYD to build other auto brands, especially new energy vehicle brands that cannot catch up in the short term and are difficult to surpass in the medium and long term.
Looking ahead, brand competitiveness is the source of power that China's economic development still craves, and this is also the mission that BYD as a brand.