As we all know, in the second half of 2021, BYD is the big winner of the entire independent brand, and even the entire domestic car market, with the successive listings of DM-i supermix series models, as well as the market recognition of pure electric models such as Han EV, BYD has climbed steadily in terms of sales, with an exponential jump speed, showing a strong market "aggressiveness". Of course, what is more important is that as BYD's overall sales continue to increase, the proportion of new energy vehicle sales is getting higher and higher, and the proportion of pure fuel vehicles in BYD's sales is getting smaller and smaller, and it can be clearly felt that in BYD's propaganda caliber, there are fewer and fewer mentions of fuel vehicles!
In December, BYD's total sales volume was 97,990 units, an increase of 231.6% year-on-year; of which the sales of new energy vehicles were 92,823, and the sales of fuel vehicles were 5,167, from the perspective of sales, pure fuel vehicles accounted for only 5.3%, and the proportion of new energy vehicles was close to 95%! Therefore, from the perspective of the trend, in the future, BYD will completely abandon the research and development, manufacturing and sales of pure fuel vehicles, which is not a possible problem, but a matter of certainty!
In fact, from the december 98,000 vehicles of the whole series of sales, this sales data in the field of independent brands is undoubtedly quite strong existence, that is to say, a single month sales of close to 100,000 vehicles, regardless of the specific sales of Geely, Changan, the Great Wall of the three major brands, BYD can rely on november, December for two consecutive months close to 100,000 vehicles, among the first-line lineup of independent brands, or if in the future, BYD's sales can rush forward, then become the first sales of independent brands , is also possible, not impossible!
Of course, from the perspective of new energy vehicles, BYD is now in the first echelon of the domestic market, even in the global market. Nearly 93,000 new energy vehicles in a single month sales, basically more than the sum of the top five domestic new energy vehicles and other head brands sales, in a short period of time, can surpass BYD new energy vehicle sales of brands and manufacturers, basically no, BYD and other new energy vehicle manufacturers between a very large sales gap, for a while and a half will be difficult to fill. Of course, this is also BYD's biggest achievement in recent years, that is, as the earliest independent car company to transform new energy vehicles, if it has made its new energy vehicles a pillar and "protagonist" in the absolute sense, fuel vehicles are completely marginalized by "internal"!
Before some friends, for BYD new energy vehicles will be supermix models into the total amount of questions, one of the common reasons is that the supermix models have engines, the essence is to add batteries and motors and fuel vehicles, so the total sales of BYD new energy vehicles, there is a certain amount of moisture! However, in our view, BYD's supermix models have a certain pure electric driving ability, and the traffic management department also issued a green card symbolizing new energy vehicles for these supermix models. Moreover, most of the use scenarios of the supermix model itself are also based on pure electricity, so the DM-i supermix model is considered a new energy vehicle, which is obviously no problem!
In fact, from a short-term point of view, BYD's abandonment of fuel vehicles is already a nail in the coffin, because from the official caliber of BYD in the past year or so, basically it has not purified the fuel engine and transmission, but either emphasizes the battery safety of pure electric models, the stability and advanced nature of the three-electric system, or emphasizes the technical precipitation and product ideas of the supermix special engine! And BYD's recently prepared new cars, basically all pure electric models and super hybrid models, there are no fuel vehicles, so BYD from the inside "veto" fuel vehicles, has become a fact!
BYD uses supermix comprehensive "internal retreat" fuel vehicles, and instead fully develops supermix models, in the short term, it can basically avoid the huge number of new energy negative points faced by many fuel vehicles, in 2020, BYD will "save" a lot of new energy points, becoming the "new energy points big guy" of domestic car companies, selling it is a lot of income! Nowadays, BYD's sales volume is getting higher and higher overall, and the proportion of new energy vehicles is extremely high, in the short term, there is no worry about the occurrence of negative new energy credits, and the number of new energy credits will be very large, in the future, the sale of new energy credits, can provide a large part of the profits for BYD!
In the long run, BYD's comprehensive new energy is an inevitable process, and the complete elimination of fuel vehicles is also a strategy formulated by BYD in previous years! In our view, today's DM-i supermix series models are only a transitional stage, because the "hard transition" from pure fuel vehicles to pure trams is a disaster for consumers, which is the case in the entire domestic car market! Therefore, the emergence of super-hybrid models perfectly takes into account the characteristics of fuel vehicle endurance, convenient endurance supplementation, stronger performance of electric vehicles, and more conducive to intelligent "laying", which will give consumers a better car experience at this transition stage. However, when the pure electric technology is more mature and the use of pure electric vehicles is more convenient, it is also possible for BYD to completely transform pure electric models!
So for BYD, with the DM-i hit, pure electric vehicles to get more market recognition, and the overall sales of the increase, with new energy vehicles among the first-line independent brand camp, it can be said that it has completed the transformation from traditional car companies to new energy vehicle companies, whether in the short term, or in the medium and long term, completely abandoning fuel vehicles has become an irreversible trend. Maybe in some month of 2022, BYD's sales data, the sales data of pure fuel vehicles will be zero!