The author | gold is not changed
Wang Chuanfu, the helmsman of BYD, set a target for this year at an investor meeting at the end of last year: sales of new energy vehicles reached 1.2 million.
Seeing this number, Old Jin remembered the student bully of his student days.
When they walk out of the exam room, they often say that they did not do well in the exam. The result is out, or the first. Being overly modest can sometimes be annoying.
Why is BYD such a bully?
According to the current existing orders and the new car situation this year, Lao Jin predicts that BYD's annual sales will exceed 1.5 million, which is not difficult.
Data doesn't lie.
In January this year, domestic new energy sales were 347,000 units, while BYD alone sold 92,788 vehicles.
The second-place SAIC-GM-Wuling, even BYD's tail lights could not be seen, and was far behind.
Even, the combined sales of these four car companies of 2-5 are still inferior to BYD.
Many people do not believe that the previous domestic most inconspicuous low-end BYD, how can it be so strong?
At first, I didn't believe it, but since last year, more and more people around me have begun to tell me byddie stories.
Only to find out that it was far more terrifying than we thought.
01 Xueba is not partial. BYD can break through the sales volume of 1.5 million, inseparable from the comprehensive development of various models, including: Qin, Song, Han, Yuan, Tang in the Dynasty series, dolphins, seals, destroyers 05 in the Ocean series, etc. Like the Qin family, 26,541 vehicles were sold in January, and a large part of the contribution came from Qin PLUSDM-i.
Recently, Lao Jin went to the BYD 4S store and asked the staff how long Qin Plus DM-i picked up the car. The other party said: It will take about 3 months. On the complaint rankings, other car companies mainly focus on technical defects, false publicity, etc.
BYD is strange, more criticized for the long delivery time. If it is not limited production capacity, relying on the Qin family alone can achieve "more than thirty thousand".
It is expected that starting in March, the Qin family's monthly sales will be stable at more than 30,000 units.
BYD's net red model, of course, is the Han, with a total sales volume of 117665 last year. For five consecutive months, it ranked in the top three sales of medium and large cars, on an equal footing with the BBA.
Some netizens joked that if Audi does not work hard, the pattern of the jianghu may become:
BBB。
This year, the BYD Han series will also welcome a new member: Han DM-i.
According to gossip, Han DMi has already had 60,000 blind orders, and it is expected that after the listing in April, the Han series will climb to a new sales height.
In January, the Song family sold more than 20,000 yuan, surpassing Tesla's Model Y in the SUV series, ranking first. The Tang family's sales volume is 8847 vehicles, and the follow-up should be stable at this level.
After the yuan plus is listed in February, it is expected to quickly sell out of 10,000 yuan per month. Outside of the dynasty, the dolphin, the first product of the Ocean series, brought surprises to BYD. It has been selling hot for five consecutive months.
Wang Chuanfu once said: Dolphin is a lesson, we did not predict that the market will be so good, resulting in insufficient capacity planning. Proper versailles. In January, Dolphin sales reached 10,602 units. After the subsequent capacity increase, it can be stabilized. Euler is a good cat and is seen as a direct rival to dolphins. However, if you look at the amount of risk and product strength, the good cat has not been able to keep up with the rhythm of the dolphin, and the gap between the two is getting bigger and bigger.
In the marine life series, seals, sea lions and others will be listed this year.
Recently, official information about seals leaked out, which is a blockbuster product for the full-scale sniper Model 3. It has obvious advantages in endurance, appearance, space, blade battery, comfort heat pump air conditioning and so on.
It sells around 220,000 to 280,000. Many people in the industry believe that seals are one of the hottest pure electric vehicles this year. Of course, its final performance still depends on how much market share can be snatched from the Model 3, and the theoretical upper limit is very high.
The new car-making forces use monthly sales of more than 10,000 to judge whether they are left behind. On the BYD side, the old gold calculated that there are about ten models, and the monthly sales will exceed 10,000.
It is not terrible to have more children, but it is terrible that every child can fight a good war.
Therefore, the goal of "new energy vehicle sales reaching 1.2 million" is not a goal at all, it can be achieved by lying down, ANDD is too modest.
02 In the past, BYD was criticized by many people as low-end:
Cheap cars, no technology, brand low.
In fact, as one of the world's earliest new energy vehicle brands, BYD has already quietly changed dramatically.
At the same time as the rapid growth of sales, BYD's average unit price is also increasing: 156,000 yuan in 2020, 167,800 yuan in 2021, surpassing Volkswagen and twice that of Geely. It is expected to reach 180,000 yuan this year. The unit price of 180,000 yuan is not a low-end car no matter how it is classified.
Some car owners joked:
Before, there was no money to buy BYD. Now, there is no money to buy BYD.
Behind the increase in volume and price is the affirmation of consumers' BYD technology.
In the past few years, BYD tried to use technology to enhance the value of products.
Up to now, BYD has accumulated 32,000 patent applications, ranking first in the list of new energy vehicle patents.
Wang Chuanfu once said: BYD has a technical fish pond, and there are many fish in the fish pond, and when there is a need, it will catch one out.
To say that the big fish caught in the past two years, there are blade batteries and DM-i. In the eyes of people in the industry, this is BYD's big killer.
Last year, BYD launched its first DM-i super hybrid system. The biggest advantage of hybrid is fuel saving, only 4-5 oil per 100 kilometers.
Like the Qin Plus DM-i equipped with super hybrid, the official said that in a box of fuel full of electricity, it can run a thousand kilometers, which is enough to solve the endurance anxiety of many people. A friend told me:
Just bought a Qin Plus DM-i last week, the car traveled 150 kilometers, the whole air conditioning, fuel consumption is only 3.6. Qin Plus DM-i true TM incense, Japanese car fuel consumption myth is over!
In the early years, there were only two kinds of plug-ins and mixes in the world: one was Toyota, and the other was the other.
BYD is changing that pattern.
In January this year, it accounted for 60% of the hybrid car market, and it is expected to reach 65% to 70% this year.
Insert a brother position, no one can shake.
In the past, everyone may not have looked at BYD, but now it has forced Toyota to rethink whether HEV or PHEV is more conquering.
BYD is like the song in "Pompous":
At the eighteenth of that year, at the alma mater ball, I stood like a, and at that time I tearfully swore to you that you must see me.
At that time, he was a big guy.
There are still many cards in BYD's hand that have not been played.
The hot sales of the existing Dynasty series + Ocean series have given BYD the ambition to impact the high-end.
Next, BYD will also focus on launching Denza and high-end brand models.
When it comes to the Denza brand, everyone may not be unfamiliar.
It was jointly established by BYD and Daimler (the parent company of Mercedes-Benz), and although Denza was born on the shoulders of giants, neither side poured much effort into it because of the five or five shares.
This leads to it always acting like a malnourished child:
Mercedes-Benz can not get the support of the brand, and technically can not get byd by BYD's care.
At the end of last year, BYD got an absolute controlling stake in Denza, and people began to look forward to a different Denza.
A few days ago, BYD executive Zhao Changjiang revealed on Weibo that the Denza brand will launch two pure electric models, MPV and mid-level fashion SUVs, priced at 300,000 to 500,000. And set up Denza Automobile Sales Service Co., Ltd. to recreate high-end service and experience.
BYD's other high-end brands have not disclosed any information to the outside world, and Lao Jin currently only understands that the models are hardcore off-road vehicles and sports cars, priced between 50 and 1 million. At that time, BYD's strongest black technology and product strength will meet with everyone.
Many people are not very good at BYD's impact on the high end, and feel that the product should be played from top to bottom, so as to destroy the market like a decay.
If you go up from the bottom up, it is as difficult as ascending to the sky.
But successful Chinese companies are best at doing this.
First obscene development, cross the level to fight monsters, and finally just get up with the big boss. This is true of Huawei, and so is Anta.
A reader of the old gold, who has bought 6 imported joint venture cars before, because he is going to retire, wants to buy a comfortable and safe car suitable for self-driving travel, and tries 7 seats below 500,000 are not satisfied.
Finally, the consumption was downgraded to buy a domestic BYD Tang DM, opened 43,000 kilometers, very satisfied, into di powder.
This year, he is waiting for BYD's large MPV.
03
In the past two years, the domestic new energy brand has been fiercely fighting, and the internal volume is serious.
Many companies have also reacted:
The scroll itself is fine, but it must not only be inward, but also outward, to go to the sea, to be the sea king.
In the first half of 2021, China's export volume of new energy vehicles was 173,300 units, an increase of 151% year-on-year, and Chery, Changan and other overseas markets achieved good performance. The new forces of Weilai and Xiaopeng have also begun to expand their overseas business.
Showing muscles overseas has become a major strategy for new energy vehicle companies at present.
BYD started its neptune path a long time ago.
In 2012, BYD's pure electric bus obtained EU certification and obtained the right to enter the EU.
On 18 December 2013, it was commissioned as a custom red pure electric bus for London, which was put into service in its city centre.
That touch of Chinese red began to shuttle between the busy Victoria Station, Waterloo Station, and London Bridge Station lines.
Since then, London's pure electric buses have been almost contracted by BYD.
Over the past decade, BYD's electric bus footprint has been in more than 50 countries, with more than 68,000 vehicles delivered worldwide.
In Japan, BYD's pure electric bus market share is as high as 70%. This is the home of Toyota and Honda.
While vigorously laying out pure electric buses, BYD also began to promote the sea of passenger cars last year.
On December 21, 2021, BYD successfully delivered 1,000 Tang EVs in Norway.
What surprised Lao Jin was not that Tang EV sales easily broke through 1,000, but that each one was priced at about 418,000 yuan, which was 130,000 yuan more expensive than in China.
Some netizens joked:
Now foreign leeks are so good to cut?
In the past, the perception of overseas Chinese products was low price and inferior quality, but in terms of quality, Chinese goods have long been competitive enough.
Technical self-confidence and product strength give BYD the courage to break cognition, which is also a counter-offensive with a strong Chinese color.
The three letters of foreign BYD are currently one of the representatives of high-end trams.
In Japan, BYD Tang EV is popular. Some netizens tweeted that the Japanese industry is different from the general public and does not despise Chinese cars, which may be the so-called information difference. Yesterday, bydy Dollar Plus was listed in Australia, named Atto 3, and has received more than 15,000 intentional orders. The old gold turned over BYD's financial report last year, and the proportion of overseas revenue has reached nearly one-third.
Wang Chuanfu said:
The West has been ahead of us for hundreds of years, and now Chinese lead, and everyone is not used to it.
The next thing you'll get used to is slowly.
In an interview in 2011, Musk was asked how he viewed BYD. He laughed many times and asked the host: Have you ever seen BYD's car? I think what they should think about is how to survive in China. I didn't see it as a competitor.
Iron Man, will he now regret his arrogance and prejudice?
04
Since the launch of the first pure electric model F3e in 2006, BYD has been deeply involved in the field of new energy vehicles for 17 years. In the midst of skepticism, it completed almost all of the technical layouts related to car building.
BYD is not only an automobile company, but also a semiconductor and battery company, corresponding to the automobile business, mobile phone and foundry business, as well as secondary battery and photovoltaic business.
Today, BYD is a duopoly on a par with Tesla. Recently, it has also been revealed that Tesla may purchase batteries from BYD. The story continues, Wang Chuanfu once said that by 2025, it will become the world's first car company. Things in a few years are too far away for old Kim to be clear.
However, according to the current momentum, the first global new energy vehicle sales in 2022 should be:
WORLD.