Since the second half of last year, BYD has accumulated a lot of money, and many years of technical accumulation have finally been transformed into results, and sales have soared, growing rapidly at a rate of almost 10,000 vehicles per month. Since May, almost production is sales, and the orders in hand have accumulated more and more, and the dm-i model has been waiting for more than three and a half months. So much so that MR. Wang Chuanfu, the president of BYD, bowed at the press conference very politely and apologized - making everyone wait for a long time.
However, this surge slowed down at the end of the year, after reaching 97,000 vehicles in November last year, the growth rate slowed down, and although it rose slightly in December, it still failed to break through the 100,000 mark. By January this year, the month-on-month decline had declined, and in February, it fell to 90,268 vehicles. BYD seems to be caught in the spell of 100,000 vehicles.
In fact, the current sales data does not reflect BYD's market recognition. Under the premise that a large number of orders have not yet been digested, BYD's sales volume is determined by production. It's like the 98 points of the scum and the 100 points of the scumbag, the scum can rely on 98 points because it can only rely on 98 points, and the 100 points of the xueba test is because the full score is only 100 points.
In recent months, BYD's sales growth has decreased, and even the month-on-month decline is understandable - that is, the decline in production. There are many reasons, one is that it has been affected by the epidemic to varying degrees, and the other is that the end of January and the beginning of February are just the Spring Festival labor shortage, and the front-line production personnel also have to go home for the New Year. In addition, don't forget, there are only 28 days in February, and BYD sales in January are 95,180 vehicles, with an average daily sales of about 3,070 vehicles in 31 days. In February, the sales volume was 90,268 vehicles, and if the average daily sales volume of 28 days is calculated, it is about 3,224 vehicles or a slight increase from the previous month.
In fact, February itself is the off-season for sales of the whole year, according to the forecast data provided by the China Automobile Association, it is expected that in February, the total sales volume of cars in the country will be about 1.666 million units, down 34.2% month-on-month. Among them, Weilai sold 6131 vehicles in February, down 35.5% month-on-month. Xiaopeng sold 6,225 units, down 51.8% month-on-month. Ideal sales of 8414 units, down 31.4% month-on-month. GAC Aean sold 8,526 vehicles in February, down 46.8% month-on-month, and Nezha sold 7,117 units, down 35.4% month-on-month... In contrast, BYD is the least affected by the sales off-season because production is sales.
It can be said that in the case of a sluggish market, only BYD is flying against the market.
Why? Has anyone thought about it?
The most superficial thinking - because the DM-i series models cut through the soft underbelly of the market, solved the pain points of high oil prices and high travel costs, which triggered the praise of the market, and then drove the hot sales of other models and formed a brand effect.
Of course, this understanding cannot be said to be wrong, but this is only the appearance. In fact, BYD has been bucking the trend. At a time when other car companies are still competing with engines, BYD has long set its sights on electricity. At the stage when other car companies are still imitating, BYD has mastered the core technology and production capacity of the whole industry chain, not only the three major parts of the engine, gearbox and chassis tradition, but also the motor, battery and electronic control.
However, for a long time, BYD has been an alternative, and many people have been rejecting the brand's name until now. Until, BYD launched the Dynasty series, launched zero hundred and 5.9 seconds of Qin, 4.9 seconds of Tang, so that the senior management of foreign car companies to talk about the color change. Until, when the second generation of Tang went public, the president of Volkswagen traveled thousands of miles to China to test drive for the first time - that was still 2018.
In fact, BYD has technically subverted fuel vehicles as early as ten years ago (13 or 14 years, marked by the listing of the first generation of Qintang) by blazing a new trail in the field of "electricity". Taking a generation of Tang as an example, zero hundred accelerated by 4.9 seconds, which at that time, it was necessary to V6, or even V8 engines to reach the level, and such a level of SUVs, the vast majority of them are in the million level, and Tang only needs more than 200,000.
This is also why Volkswagen, the world's top three multinational car companies, would attach so much importance to BYD, which sold only about 40,000 vehicles a month at that time. At that time, there was only one CAR company in the world that was producing plug-in hybrid cars, and now what? Almost all car companies that are serious about building cars have added plug-in and mixing options.
Market feedback is always lagging behind, and most consumers are still biased. There are always people who stubbornly think that the level of joint venture cars is higher - our domestic cars have achieved 100 km/h acceleration within 5 seconds, or even within 4 seconds, they will say that the power is useless. When we do well in crash testing, even surpassing some joint venture brands, they will say that the car is not meant to be hit. It wasn't until the DM-i series models were launched and we had obvious advantages in terms of power, fuel consumption, sound insulation, handling, cost performance, etc., that BYD's sales began to explode...
As a car critic, sometimes I really want to say that domestic cars are too difficult.
Facts have proved that 4 years ago, the worries of Volkswagen's senior management were not superfluous, and the unknown car company in February 2022 achieved a single-month sales surpass of SAIC Volkswagen! You know, in that year (2018), SAIC Volkswagen's sales were more than three times that of BYD.
This should be a milestone event in the automotive world. This is not only the surpassing of domestic brands to joint venture vehicles, but also indicates the replacement of traditional fuel vehicles by new energy models.