Introduction: Shenzhen's online contract "Han" running all over the streets still failed to let BYD break through that layer of window paper.
As the most active sales volume per month among traditional car companies today, ATD's December 2021 sales surfaced at the beginning of the new year, and the overall performance was very good. On January 4, BYD's stock price reached a maximum of 279.45 yuan / share, but it finally went low on the day, rising only 1.07%.
Surprisingly, in the following five trading days, BYD's A-share stock price fell for five consecutive days. As of the close of trading on January 11, BYD's stock price fell 2.93% to close at 239.09 yuan / share, a decline of nearly 14% in five trading days, and the market value evaporated by about 100 billion yuan, and the performance of BYD Hong Kong stocks was the same as that of its A-shares.
The two curves of sales volume and stock price are completely different, which may also make many investors confused, which is why. Is the capital market so ignorant and does not understand the style?
However, from the data point of view, BYD under Wang Chuanfu may be the best performing listed company in the automobile industry of traditional automobile manufacturers in 2021.
In December 2021, BYD's sales reached 99,100 units, up 75.97% year-on-year and only slightly up 1.95% month-on-month; in 2021, the company's cumulative sales volume was 740,000 units, an increase of 73.34% year-on-year.
From the year-on-year data, BYD does have arrogant capital; from the chain point of view, BYD has been hovering around 90,000 to 100,000 vehicles for three consecutive months, and the growth rate is worrying. Auto K Line believes that this may be related to the epidemic in Shaanxi, where BYD has an auto plant located.
Specifically, BYD's new energy vehicle sales in December last year were 93,900 units, an increase of 225.73% year-on-year, and the annual sales volume was as high as 603,700 units, an increase of 218.3% year-on-year. New energy vehicles accounted for 81.58% of ATD's total sales.
Among them, BYD's electric passenger car sales reached 320,000 units last year, an increase of 144.95% year-on-year. According to data released by BYD, Han EV sales were 10,300 units, DM models were 3,400 units, and last year's annual sales were 117,600 units, almost selling more than 10,000 units a month.
Indeed, this can be seen from the extremely high proportion of online ride-hailing cars "Han" at Shenzhen Airport.
In stark contrast to the new energy triumphal song, the part classified by BYD as "fuel vehicles" sold only 5167 vehicles in December last year, a sharp drop of 81% year-on-year, accounting for only 5.21% of the total sales in that month. To some extent, BYD's fuel vehicles in the strict sense have almost died.
But in turn, BYD fuel vehicles are actually surviving in the form of PHEV. In December, BYD's PHEV models equipped with conventional fuel vehicle systems sold 44,500 units, compared with 272,900 units last year, accounting for 36.87% of the total.
Therefore, purely from the perspective of EV models, BYD does not actually have a particularly obvious advantage. You know, Wang Chuanfu is going to become Tesla every minute, last year's electric vehicle sales approached 1 million (the specific number is about 936,000 vehicles), more than 200,000 bydd, about three times the sales of BYD electric vehicles!
In the face of the decline of subsidies for new energy vehicles in 2022, and the possible full withdrawal of subsidy policies, BYD may usher in a small climax from the market level, but it will also face other strong people deeply involved in the field. The new forces are aggressive for the time being, and the biggest challenge is probably the biggest challenge for foreign brands and independent brands to kill.
On another level, raw material costs, technical routes and other issues may also make BYD's 2022 full of challenges. Leaving the 100,000 mark for the new year, can the 200,000 mark be left for 2023 at the end of this year?