Driven by innovative technologies such as blade batteries and DM-i, BYD passenger cars have led the way, and in November, with terminal sales of 90,121 units, an increase of 252.7% year-on-year, it set a new growth record, regaining the position of the first place in the list of new energy passenger car sales brands. As of November, BYD's new energy passenger car sales exceeded 500,000 units to 500,922 units, an increase of 230.7% compared with the same period last year.
DM and EV dual lines are red
During the month, BYD's DM and EV sales both exceeded 43,000 units, and the double line was red.
According to the data of China Automobile Center, in the top ten of the new energy passenger car PHEV sales list in November, BYD has four models such as Song PLUS DM-i, Qin PLUS DM-i, Tang DM-i and Han DM entering the top five, ranking first, second, fourth and fifth respectively. With the help of DM-i, BYD DM models sold a total of 43,984 units in the month, up 499.8% year-on-year.
In terms of EV pure electric, with the help of "black technology" such as blade batteries and e-platform 3.0, EV models sold 46,137 units in the same month, an increase of 153.2% year-on-year. BYD's EV models sold more than Tesla's 31,732 units, becoming the number one brand of electric vehicles. Specific to the model, the flagship sedan Han EV sold 10,021 units, continuing to lead the pure electric medium and large car market; dolphin, the first mass-produced model based on the e platform 3.0, sold 8,809 units in the month, becoming a new "net red" in the field of 100,000-level pure electric vehicle segment.
BYD's acceleration has attracted industry attention. "BYD Qin's performance provides a new research and thinking direction for the evolution of energy technology in A-class vehicles." The Association believes that in the A-class car market with household consumption as the main body, due to the need for the use of all scenarios, long and short distances are needed in all aspects, and the living conditions of general families cannot meet the rigid needs such as self-owned charging piles, and the requirements for new energy vehicles will be higher. In November, BYD Qin terminal retailed 30,049 units, an increase of 389.0% year-on-year; of which Qin PLUS DM-i sold 18,054 units in the same month, and Qin PLUS EV exceeded 10,097 units for the first time.
BYD's technical advantages are outstanding
Not only Qin, the overall performance of BYD's new energy passenger cars is also more prominent when the industry is facing difficulties.
In November, the terminal retail sales of new energy vehicles in China were 378,000 units, and BYD new energy accounted for 23.8%, an increase of 9 percentage points over the same period last year (15.4%).
Since the beginning of this year, Due to the shortage of chip supply and the rise in raw material prices, Chinese car companies have been severely frustrated. BYD has always maintained steady growth, mainly due to the long-term insistence on technological innovation and accumulation, accurate prediction of the market.
Taking the blade battery as an example, BYD new energy passenger cars are equipped with blade batteries as standard, which is currently the only power battery that has passed the battery test "Mount Everest", which does not fire, does not smoke, and the surface temperature is only 30-60 ° C, which solves the natural problem of the battery. At the same time, the battery body integrated on the e platform 3.0 has designed an exclusive power transmission path for the pure electric platform, and the stiffness of the vehicle has been doubled, meeting the safety standard of "super five stars".
"Without safety, the full popularization of new energy vehicles cannot be discussed." At the 2021 Chongqing Auto Show China AutoMotive Chongqing Forum, Wang Chuanfu, chairman and president of BYD Co., Ltd., pointed out that the safety of batteries is not only reflected in quality, but also in the safety of supply chain. He believes that if the power battery uses rare metals such as nickel and cobalt in large quantities, then when the supply of raw materials cannot be stabilized or the future fuel vehicles are all replaced by new energy vehicles, the contradiction between supply and demand of raw materials will be inevitable.
Under the impetus of BYD, especially with the listing of blade batteries, the market demand for lithium iron phosphate batteries has increased, and the loading capacity of lithium iron phosphate batteries has been close to the loading volume of ternary lithium batteries.
BYD's sense of crisis
Blade batteries have become the power engine for BYD's new energy acceleration. BYD also realized that although Chinese brands have achieved a comprehensive transcendence of joint venture brands in technology, the consumption concepts of domestic consumers have not yet completely changed.
BYD's response is to optimize production capacity to accelerate the launch of models equipped with DM-i and e-platform 3.0, and optimize the construction of marketing networks to improve terminal retail delivery.
Following the listing of the first model of the e-platform 3.0 Dolphin at the Chengdu Auto Show, the "Ocean Network" sales network was officially released during the Guangzhou Auto Show, and the new DM-i model destroyer 05 was launched, and the pre-sale of the 2022 Song Pro DM-i was launched.
At the same time, BYD is methodically promoting the production capacity increase plan of core components such as power batteries and semiconductors to ensure that it can continue to meet market demand in a stable manner when the industry is facing crises such as chip supply shortages and rising raw materials.
A series of intensive product plans and network adjustments point to BYD's momentum for the upcoming outbreak of the new energy vehicle market. According to the China Association of Automobile Manufacturers, domestic passenger car sales are expected to be 23 million units in 2022, an increase of 8%; of which new energy vehicle sales are expected to be 5 million, an increase of 47%.
In June this year, Wang Chuanfu pointed out when attending a forum: "New energy vehicles are a new thing, there are many routes, if the route is crooked, it may suffer heavy losses." In the new energy track, only enterprises that have three points of "core competitiveness, very accurate strategy, and rapid decision-making mechanism" in the future have the best chance of survival.
It is this strong sense of crisis that promotes BYD to always be committed to technological innovation. Driven by "black technology" such as blade batteries, automotive semiconductors, and e-platform 3.0, BYD Automobile can maintain steady and rapid growth when the new energy trend comes, which has promoted product quality and efficiency to a new level.