In the month of the Lunar New Year, especially in February, when the number of days is small every year, the sales data of major car companies are not optimistic. In February this year, the three head car companies of "Wei Xiaoli" were like this, and the sales of the entire brand did not exceed 10,000 vehicles. BYD's main sales target is also new energy vehicles, but in February, which is regarded as the off-season, there are still good market results. After selling more than 95,000 units in January, sales exceeded the 90,000 mark again in February.
According to BYD data, in February, BYD's cumulative sales reached 90,268 vehicles, an increase of 336.2% year-on-year. And as in January, new energy vehicles are still the pillar of BYD's overall sales, of which 90,268 vehicles account for 87,473 new energy vehicles, an increase of 764.1% year-on-year. Obviously, February is really not the off-season for BYD.
In fact, the main reason why February is not the off-season for BYD Automobiles is that BYD has accumulated a large number of orders years ago and the Xi'an plant has resumed production. Therefore, even if the sales channels of the New Year holiday have stagnated, BYD's production lines and delivery channels are still running as usual, and production and sales have not been greatly affected.
In terms of specific models, the song family and the Qin family that have contributed the most to BYD Automobile are the Song family. Among them, the Sales of the Song Family reached 24534 vehicles in February, of which the sales volume of the Song EV increased by 5866.1% year-on-year, which means that in the field of pure electric home SUVs, the Song Family has occupied a fairly solid market share. Not to be outdone, the Qin family's models reached 24,503 units in February, only 31 fewer than the Song family, while the sales of Qin PLUS EV also achieved month-on-month growth, with a growth rate of 16.6%.
In addition to the Song and Qin families, BYD Automobile's flagship models, the Tang family and the Han family, can also feel bright in February. Among them, the Tang family sold 10,426 models in February, a significant increase compared with before. The reason for this is that the new generation of Don DM is very creditable, because in February, the car achieved a year-on-year sales increase of 1143.9%. The Han family sold 9,290 units in February, and it is not surprising that in the Medium and Large Chinese brand sedan market, it should still be the best-selling C-Class car.
In addition, the two models from bydir's e platform, the Yuan family and the dolphin that has just been launched, are also quite eye-catching. Among them, the sales volume of the Yuan family reached 8953 vehicles, which seems that the data is not too high, in fact, the year-on-year growth reached 2380%, which has increased significantly compared with before. Although BYD Dolphin is a new car, it also sold 8,565 units in February, and its cumulative sales have exceeded 40,000 units since its listing.
Looking at the sales of the above models, it is not difficult to find that the sales of bydir's new energy sequence models are not bad, and they are also at the middle and upper levels in their respective segments. Coupled with their cumulative sales, they have accounted for more than 90% of BYD's comprehensive sales, which means that bydy Automobile's transition to new energy has been basically completed, compared with other independent brands that are still in their infancy, they have taken the lead.
And what is more critical is that in the market off-season such as February, BYD's sales can still exceed 90,000 units, so according to the current sales performance, BYD's sales in 2022 should exceed 1 million should be guaranteed. In the transition stage of the traditional fuel vehicle market gradually weakening and the new energy vehicles gradually becoming stronger, BYD can impact the annual sales crown of Chinese brands, which is also a little more likely.
However, the most difficult problem for BYD Automobile is still insufficient production capacity. Because for several consecutive months, the monthly sales of BYD Automobile have remained at about 100,000 units, and there is no sign of an upward breakthrough for the time being. Of course, you don't think this is the sales ceiling of BYD cars, the reason why it hovers around 100,000 units is mainly due to production capacity restrictions. According to netizens, there are still many car owners who have booked cars years ago who have not mentioned the car, which confirms the problem of limited production capacity.
Summary: Under the node of such an off-season in February, BYD can still continue the sales level in January, on the one hand, it shows that everyone is more willing to buy new energy vehicles, after all, oil prices are basically "down a few points and a few cents", and choosing a tram commute can indeed save a lot of money. On the other hand, it also highlights BYD's strong position in the field of new energy, but it is not known how long some second- and third-tier new force car companies can persist according to this trend, such as zero-run cars last month, which sold only 3435 vehicles. As for the first-line "Wei Xiaoli" going down, it is definitely impossible to fight BYD. However, if BYD enters a more high-end market, can "Wei Xiaoli" rely on its current influence to form a suppression against BYD? Let's let the bullets fly a little longer.