In BYD's 2021 report card, two words are written impressively: invincible.
Last year, BYD completed 730,000 new car sales, an increase of 75% year-on-year, of which new energy vehicle sales reached 600,000 units, an increase of 231% year-on-year, accounting for 82% of total sales.
In fact, this is based on the fact that more than 200,000 orders cannot be delivered smoothly, and it is clear that BYD's popularity this year far exceeds its published book data.
This year's new energy situation is very clear, more professional EV electrification products and hybrid architecture solutions that can solve the pain points of travel are deeply loved by consumers, which is a good opportunity for BYD, which has strong technical reserves.
Of the 600,000 new energy sales completed this year, EVs and hybrid models accounted for half, which means that half of the users chose BYD pure electric vehicles, and the other half of the users chose hybrid models.
From a technical point of view, the biggest pain point of EV products is the problem of battery life and reliability.
As a battery manufacturing manufacturer, BYD's biggest advantage is that it has achieved fine production on the core battery cell, fundamentally controlling the quality and reliability, and at the same time, as a manufacturer, the cost of the product can also be well controlled.
Therefore, we have seen that the blade battery with high quality in all aspects, the good performance of the equipment on han EV has been recognized by users, and BYD has become a supplier of great strategic value in the industry.
In addition to EV products, hybrid architectures are also very expressive.
DM-i has become the core technology that triggered the wave, with better fuel consumption performance, better reliability and lower price DM-i architecture, but also obtained the support of new energy number plates, basically combined with the comprehensive advantages of Toyota THS, EV electric vehicles, obviously the advantages of this architecture cater to the pain points of the consumer market.
At present, DM-i models are basically in the state of launching a hot selling model, Qin PLUS, Song Pro, Song PLUS and other DM-i models have been popular on the debut, and the current sales status is to queue up and wait for the car without any terminal price concessions.
In the new energy market in China, users recognize BYD more.
From the comprehensive analysis of brand, technology, product status and positioning, BYD is currently the first echelon player in China, and according to its future product planning, 1 million new energy sales are likely to be completed in 2022.
1 million sales is a threshold, Tesla just announced the 2021 global sales, 930,000 units delivered. Tesla's 930,000 units of delivery is indeed more, but the delivery volume in the Chinese market is still not enough to compete with BYD.
On the one hand, Tesla did not plan a large-capacity factory, and the capacity of the 500,000 Shanghai Lingang factory was also responsible for the European market, on the other hand, Tesla's product pricing was indeed higher, which meant that the potential customer scale was not as wide as BYD.
However, technology cannot be measured by price, and the superiority of technology is reflected by sales.
The Chinese market recognizes BYD more, not only on the basis of lower bydir prices, but also on the situation that BYD's technology brand has been more stable, in fact, the pricing of Han, Tang and other models is also more than 200,000, and the sales performance of the market segment is also very good.
Rational analysis of the two main brands, the direction of development is different.
Compared with Tesla, which pays more attention to technology, speed, and butterfly industry, BYD pays more attention to stability, home and practicality, and has more luxury and material characteristics in the field of high-end cars, and can also grab Tesla's market share in the market segment.
In Tesla's future development plan, there will be more low-end models pushed into the market in the future, which means that the future Tesla's market tone will not be much different from BYD, then the future market pattern will be the era of Tesla and BYD facing each other.
Tesla, which is more focused on EVs, will inevitably have a vicious battle when it encounters a fully focused BYD.