Seven years ago, Jili Li Shufu had made a bold statement to the outside world and made a good wish. Seven years have passed, and for Gilly, this wish has become a bragging point. But what is surprising is that bydy Wang Chuanfu realized it for Li Shufu. What the hell is going on?
1. Li Shufu's bragging seven years ago
Geely, which shines in the era of fuel vehicles, never thought that it would be so fateful in the era of new energy vehicles. In 2015, Wei Xiaoli had just started, and Tesla was also very young. Li Shufu, who has a strategic vision, stepped on the rhythm of the change of the times, led Geely to take the lead in electrification transformation, and put aside his bold words to strive for Geely's new energy vehicle sales to account for more than 90% of the overall sales in 2020. Li Shufu is known as a "car maniac" and often speaks wildly. His above-mentioned rhetoric has unfortunately become an embarrassing bragging.
2. The blessing of the BYD king has been realized
In 2015, Geely released the "Blue Geely Action" strategy in a high profile, which can be described as a preemptive opportunity. However, it turns out that Geely has not been able to reproduce the glory of the era of fuel vehicles. In 2020, Geely's new energy vehicle sales were only 68,000 units, accounting for only 5% of the overall sales, and there was a world-wide difference between the 90% target. Even in the past 2021, Geely won the top self-sales for five consecutive years with a score of 1.32 million units, but the sales of new energy vehicles were only 100,100 units, accounting for only 7.5% of the overall sales.
However, what is surprising is that BYD Wang Chuanfu, on behalf of independent car companies, has achieved this goal for Li Shufu. According to public data, BYD's sales volume in 2021 will be 730093 units, up 75.4% year-on-year, far ahead of all car companies. Among them, the sales volume of new energy vehicles 593745 units, up 231.6% year-on-year. BYD's sales of new energy vehicles accounted for 81.3%. Especially in the second half of last year, BYD's sales of new energy vehicles reached a new high, accounting for more than 90.0% of sales since October, and the proportion of sales in November and December was as high as 92.7% and 94.7% respectively.
3. Why is this?
The bull that Li Shufu bragged about could not even be realized by his own brother Jili, but BYD realized it. The key to the reason lies in the different new energy development routes and strategies of the two car companies. Geely takes the road of "taking advantage of the trick", and directly changes the well-selling fuel vehicles into electric vehicles through "oil to electricity", hoping to replicate the glory of the fuel vehicle era. Although the cost of the compromise product of "oil to electricity" is a shortcut, there are shortcomings such as low safety, small space, short endurance and poor handling, and consumers do not pay at all. Geely suddenly woke up and set up a new pure electric brand, Extreme Krypton, but it has lost the opportunity.
On the other hand, BYD, the founder of the engineer, Wang Chuanfu, planted a technology-driven gene for it early on. Relying on the battery technology on which it started, BYD successfully developed the world's leading electric vehicle "three electricity" core technology, and after unlocking key technologies such as blade battery, DM-i super hybrid, and e-platform 3.0 in 2021, it finally entered the harvest season, and sales ushered in a blowout development. In the new energy market, from technology to products, BYD has never been a follower, but has always been a leader, which is BYD's biggest confidence.
Under the two-wheel drive of blade battery and DM-i super hybrid technology, BYD's pure electric EV models and hybrid DM-i models continue to soar, and explosive models and star products emerge in an endless stream. BYD Han models broke through 10,000 for 4 consecutive months, in the field of medium and large cars, pressing the BBA, sitting firmly on the top of the pin crown, of which Han EV ranked in the pure electric medium and large sedan TOP 1; Qin PLUS DM-i, in the fiercely competitive 100,000-class compact car market, killed four parties; Song PLUS DM-i, with the superiority of surpassing the Japanese hybrid model, climbed the national A-class plug-in hybrid SUV market annual sales crown.