97990 units!
With the release of December data, BYD's annual sales in 2021 have also settled - the total annual sales reached 730093 units, an increase of 75.4% year-on-year. Among them, the annual sales of new energy passenger vehicles 593745, an increase of 231.6% year-on-year.
Without suspense, BYD won the 2021 China New Energy Annual Sales Championship. While continuing the rhythm of "one dozen and ten", BYD also set an annual sales record for New Energy Vehicles in China.
Since there is so much reason, of course, there are also unexpected. In contrast, it may be more interesting to talk about the "never expected" that happened to BYD in 2021.
Breaking 10,000
The first wanwan did not expect that Han EV could continue to break through ten thousand.
In December, BYD Han EV once again sold more than 10,000 bicycles, reaching 10,301 units. In the previous November, BYD Han EV has successfully achieved a single model of more than 10,000, becoming the first self-propelled pure electric medium and large sedan with monthly sales exceeding 10,000.
It seems that han EV continuously broke through 10,000 seems to be very easy. But let's not forget that the Volkswagen ID. family has only just exceeded 10,000 monthly sales of several cars, even if it is a new car-making force on the cusp of the storm, so far no model of the same level can do it.
HanEV sold more than 10,000 yuan a month, which is a milestone event in China's new energy process.
In the past two years, the whole automotive circle has really been under pressure. On the one hand, the core wasteland is like the sword of Damocles, hanging high above the head of every oem.
On the other hand, after tesla model 3 was domestically produced, it basically dropped to about 200,000, which formed a huge forward resistance for all Chinese brands that are eager to move upward.
However, HanEV did.
In the past two decades, no Chinese brand can achieve monthly sales of more than 10,000 medium-sized and large-sized cars, let alone HanEV is an electric vehicle that needs to consider penetration.
There may be many reasons for failure, but there may be only a few reasons for success.
Of course, Han EV also has its own uniqueness, otherwise it will not be a dawn between the strong Tesla and the noisy new forces.
A small thing that just happened is enough to prove that the success of HanEV is not luck.
Winter is coming, and winter testing has begun. A few days ago, China Automobile Research Institute conducted winter endurance tests on six models, including Tesla Model 3, WEILAI EC6 Sport Edition, BYD Han EV, Xiaopeng P7 and so on.
The conditions of this winter test are not harsh, and the ambient temperature is about minus 7 degrees, which is basically the normal winter temperature in most northern Provinces in Northern China.
The results of the test were unexpected, the Tesla Model 3 cruising range shrank by 36.6%, while the Weilai EC6 created by Li Bin, who smelled bad gasoline, shrank by 42.1%.
As for the Han EV, its mileage has shrunk by only 30.9%. Such a performance also makes HanEV the best model in this winter test endurance performance, and there is no one.
Interestingly, the other five models are basically ternary lithium representative models, and only Han EV is representative of lithium iron phosphate.
In this winter test, Han EV has the least endurance shrinkage, which is obviously a victory of lithium iron phosphate over ternary lithium, and also a victory for BYD's blade battery.
It is worth noting that the sales of Han EV in 2022 will be even higher.
Because the new BYD Han, which is supported by the DM-i super hybrid and E3.0 platform, will be listed, driven by the Han DM-i model, it should be conceivable that the monthly sales of Han EV should exceed 20,000.
Anti-overtaking
The second ten thousand did not expect that BYD almost single-handedly realized that the loading volume of iron lithium batteries exceeded that of ternary lithium.
In June last year, BYD Wang Chuanfu said at the 2021 China Automotive Chongqing Forum that BYD blade batteries single-handedly pulled lithium iron phosphate back from the margins.
Because the energy density is linked to subsidies, in the past 3 years, lithium iron phosphate batteries have always been suppressed by ternary lithium batteries (3 to 7).
In April last year, BYD blade batteries went on the market, and the production of lithium iron phosphate has exceeded that of ternary lithium since May. Since then, the growth trend has become more pronounced.
From January to November 2021, the cumulative loading volume of ternary batteries was 63.3GWh, accounting for 49.3% of the total installed vehicles; the cumulative loading of lithium iron phosphate batteries was 64.8GWh, accounting for 50.5% of the total installed vehicles, an increase of 270.3% year-on-year.
Historically, the highest share of lithium iron phosphate is A00 (represented by Hongguang MINI EV), more than 60%; A0 level due to the addition of BYD dolphins, lithium iron phosphate market share will increase from 40% to 50%.
The market share of A+B lithium iron phosphate has also increased from less than 20% to more than 30%, which is mainly contributed by BYD.
Although in the A+ B market, Tesla, SAIC, Xiaopeng, etc. are all practitioners of the lithium iron phosphate route, but compared with BYD, the impact is still limited.
It must be acknowledged that the research and development of BYD blade batteries and the success of models such as Han EV have had a positive and positive demonstration effect on the promotion of lithium iron phosphate technology routes. At present, some mass-produced C-class cars have also begun to carry blade batteries, such as a pure electric model of Hongqi that is equipped with blade batteries.
This year is destined to be a year of fierce battle between the two technical routes of lithium iron phosphate and ternary lithium.
On the one hand, the new energy subsidies are fully declining, the policy dividend of ternary lithium batteries is disappearing, and on the other hand, lithium iron phosphate is catching up with the high-capacity advantages of ternary lithium batteries, and is more superior in terms of cost and safety.
The war on the lithium battery route may have only just begun.
marvel
The third never expected that it was the little dolphin that could also create a great miracle.
When the dolphin pre-price came out, it instantly became the most undesirable BYD model.
The reason is one word - expensive. After all, a small pure tram with a battery life of 400+ is actually priced at more than 120,000.
Dolphins are very angry and question with the facts.
In December last year, Dolphin sold 10,016 units per month, ranking first in the sales list of A0-class pure trams in December.
Since the listing in August last year, the dolphin has been listed for four months, and the new car production capacity will climb for three months, and the dolphin will sell more than 10,000 directly this month, and the production capacity will directly break through the 10,000 after climbing the slope.
This means that Dolphin is not only BYD's fourth new energy model with monthly sales of more than 10,000, but also the fastest pure tram in Chinese brands to break through 10,000 units.
The dolphins' strength is there for all to see.
——Through-line side air curtains, 50% integrated body, eight-in-one electric powertrain, blade battery pulse self-heating and wide temperature range heat pump system are all hard technologies that cannot be surpassed by the same level of products.
——Under the test of third-party authorities, dolphin's 400+ battery life is even comparable to the actual battery life of some 600+ products.
In addition, the advantages of exquisite workmanship, large space, high safety, and exquisite design are superimposed, and Dolphin makes the advantages of BYD E platform 3.0 first emerge.
The dolphin sale, although somewhat unexpected, is indeed reasonable.
At last
In fact, THERE are many more BYD's "never expected" in 2021.
For example, IND's fulfillment of social responsibility has been donated by BYD in almost every major disaster.
For example, to deliver on the DM-i model. BYD gradually reduced its production capacity of pure electric vehicles in the fourth quarter, leaving the freed up production resources to the DM-i model. You know, the profit margin of pure electric models is far greater than that of DM-i models.
Due to space limitations, we will not enumerate them one by one.
This year, BYD's attractions are only a lot more than in 2021, such as the ocean network that is about to shine, the million-level high-end brand that holds the pipa half-covered, and the models that have sold more than 10,000 yuan a month on the station will be close to 10 models...
Of course, the biggest attraction is still - BYD and Tesla who first achieved annual sales of more than one million, who is the global hegemon of new energy vehicles in 2022?