Relying on new energy vehicles alone, BYD already has the strength to compete for its own brand brother.
Author: Three Divisions
Image: Network
On February 6, BYD released its January production and sales data: BYD passenger cars sold 95,180 units in January, an increase of 126.1% year-on-year. Among them, new energy passenger car sales were 92,926 units, an increase of 367.6% year-on-year, accounting for more than 98% of the brand's total sales.
From the January data, BYD's increase is huge, but it still has not exceeded 100,000 vehicles. In 2021, BYD will sell more than 730,000 vehicles in the whole year, of which more than 600,000 new energy vehicles will be sold.
In 2022, BYD has set a target of 1.2 million vehicles, which is very aggressive from the perspective of growth, but if you carefully analyze the current development situation of BYD, you will find that this number is slightly conservative.
Hybrid and pure electricity go hand in hand, and the technical strength is recognized
BYD's main new energy vehicles, pure fuel vehicles are being eliminated by nature, standing on the cusp of the times, the current entire new energy vehicle market is growing at a high speed, BYD as a first-line brand, naturally eat more market dividends.
Moreover, BYD is a hybrid and pure electric grasp, and both hands are hard enough, and it is also equal in sales. According to January's sales data, pure electric vehicle sales were 46,386 units, an increase of 220.72% year-on-year, and under the strong impetus of the DM-i platform, sales of plug-in hybrid vehicles were 46,540 units, an increase of 760.58% year-on-year.
BYD's DM-i hybrid technology, is a highlight of 2021, with the perfect combination of performance and fuel saving, has been recognized by consumers, has been in a state of short supply, backlog of hundreds of thousands of orders, even have to wait 3-6 months to pick up the car. In 2022, the subsidy for new energy vehicles slipped, and BYD's models also rose by several thousand yuan, but it did not affect the order volume.
In terms of pure electric vehicles, the e-platform 3.0 can achieve the fastest acceleration of 2.9 seconds for electric vehicles, the longest mileage of 1000 kilometers, and the "flash charge" 5 minutes to drive 150 kilometers, no matter which indicator is the top level in the industry.
At present, the first model based on the platform Dolphin small test knife, although it is only an A0-class car, and the price is much higher than expected, but it is still recognized by users, monthly sales have stabilized over 10,000, I believe that the performance of follow-up models will not be weak.
The four major networks have taken shape, and new products will be blowouts in 2022
In terms of products, BYD has planned four series, which belong to four different networks, namely Dynasty Network, Ocean Network, Denza Network and High-end Brand Network.
Among them, the Denza brand BYD has increased its equity to 90%, so it will launch more models next. The high-end brand is also on the road, is still in the stage of secrecy, according to the current public information, the first model will be between 500,000-800,000, the main hardcore super wild car.
According to the convention, the first car should be a brick throw, and the main model behind should be 300,000-500,000, responsible for the amount. But it is foreseeable that the products of these two networks will pull BYD's brand power up a notch.
Of course, the focus on driving sales is still The Dynasty Network and the Ocean Network. At present, BYD's main sales are mainly created by Dynasty Network, and several series of Qin, Han, Tang, Song and Yuan have been very mature, including pure electricity and plug and mix.
Among them, Han EV, Qin PLUS EV, Qin PLUS DM-i, Song PLUS DM-i are the main players. Next, new models such as Han DM-i and Tang MAX series (including DM-i) will be listed one after another, and they also have the potential to explode.
Ocean Network will be the top priority to drive BYD's sales growth this year. After the dolphins' initial victory, there will be several new cars such as dolphins, seals, sea lions and seagulls.
Judging from the hot sales of dolphins, the next new car of the marine animal series will be more worth looking forward to. For example, the seals of the model 3 are accelerated by only 3.4 seconds per 100 kilometers.
There are also a number of new cars such as the sea lion that benchmarks the Model Y and the seagull positioned A00, which are expected to be listed in 2022, further boosting the sales of BYD's pure electric vehicles.
In terms of hybrids, Ocean Network has launched a series of warships, including "cruisers", "frigates", "landing ships", "destroyers" and "battleships" and other models will appear one after another to achieve full coverage of sedan SUVs and MPVs.
At present, the first sedan Destroyer 05 has been released. This series will be equipped with DM-i technology, sales will naturally not be bad, can complement the models of Dynasty Network, and give consumers more diversified choices.
summary
The target of 1.2 million is apportioned to 100,000 per month, but January and February are off-season, and the Xi'an factory has just recovered due to the impact of the epidemic, so it is not a big problem to exceed 100,000. Moreover, BYD now holds hundreds of thousands of orders, and with the completion of the new plant, sales will increase rapidly and significantly.
In addition, 2022 is a big year for BYD's products, there will be a large number of new models on the market, and Ocean Network is the main e-platform 3.0, and the product attraction is stronger. The entry of the high-end series will greatly enhance BYD's brand power and also provide support for the main volume models.
According to the production capacity planning of BYD's 9 vehicle bases, this year should be to impact 1.5 million vehicles, which means that BYD will be tied with Geely and Great Wall in the top three of its own brand sales list, and there is the potential to compete for the championship next.
-END-
At present, it has settled on the platform
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