Recently, major car brands began to release february sales report cards, in the field of new energy vehicles, the best performance is still BYD and Tesla.
In February, BYD's new energy passenger car sales were 87,473 units, of which 43,173 were pure electric models and 44,300 were hybrid models. Tesla China's wholesale volume was 56,515 units, of which 33,315 were exported and 23,200 were domestic sales.
Obviously, from the total number of BYD to surpass Tesla China, but only pure electric vehicles, or Tesla is ahead, after all, Tesla's globalization ability, compared to Chinese companies have inherent advantages.
In fact, the two brands have different positioning, each has its own fan base, but everyone is still willing to put together, and in 2022, BYD has also begun to develop pure electric after the success of the hybrid, which also allows the two brands to have more intersection.
Many people have always believed that BYD has won the victory by relying on hybrid sales (referring only to Tesla China), because tesla China delivered 413,283 vehicles in 2021, all pure electric, while BYD sold 320,810 pure electric models in the same period, which was lower than Tesla.
Therefore, in 2022, the "war of words" between their fans will continue, Tesla is increasing production capacity, and may launch a 150,000-level Model Q, BYD's production capacity is also increasing, and the e-platform 3.0 will be fully rolled out, and more new models will be launched, this contest is indeed very interesting.
The Marine series is fully rolled out, and BYD is pure electric power
In 2021, BYD's new energy vehicles fully exploded, and the sales of new energy vehicles reached 593,745 units, although pure electricity and hybrid accounted for almost half of each, pure electricity was slightly more, but the increase was mainly created by the hybrid models supported by DM-i technology. The pure electric vehicle explosion has always been only Han EV, and the main models are tepid.
However, this changed with the launch of e-platform 3.0. At present, BYD's main model is divided into two channels, Dynasty Network and Ocean Network, and now the main models are basically in Dynasty Network, and Ocean Network is just starting, the first model is Dolphin, which is based on e platform 3.0, positioning A0 class pure electric car, the guidance price is 96,800-12.48 million.
Although many people think that the positioning is high, but after the listing, it is selling more and more hot, and the sales volume is stable at an average of more than 10,000 vehicles per month, which can be said to be a huge success. Dolphins are just the beginning, Ocean Network will also launch a standard Model 3 seal, a standard Model Y sea lion, and an A00-class seagull.
According to public information, seals and sea lions will be the highlight of the play, such as lidar, 3 seconds to break more than 100, endurance of 700 kilometers, charging 5 minutes to run 150 kilometers of fast charging technology will be arranged, and the price will be more advantageous than Tesla, competitiveness is still very strong.
According to BYD, the e-platform 3.0 can achieve the fastest 2.9 seconds of zero hundred acceleration of electric vehicles and the longest mileage of 1000 kilometers, and it is believed that these extreme performances will also appear on the high-performance version of a new car, which will further enhance BYD's product strength and brand image.
150,000-200,000 is critical, and it cannot be taken lightly against Model Q
According to authoritative forecasts, although subsidies fall and prices rise, China's new energy passenger car sales will still exceed 5.5 million in 2022, and the market penetration rate will reach 25%. Considering that oil prices have risen sharply due to the impact of global instability factors, further driving the sales of new energy vehicles, the proportion of pure electric vehicles will be greater.
In recent years, the government's support for new energy is very large, so pure electric vehicle consumption began to gradually expand to the ordinary family user group, the general trend is the high-end market breakthrough, low-end market attempts, and finally electric vehicles into the family. From the previous 200,000 or more and less than 100,000 to sing the protagonist, the main range of 100,000-200,000 in 2022 will become the key.
Therefore, while launching a series of 200,000+ models to compete with Tesla's main models, BYD also pays special attention to products below 200,000 or even less than 100,000. In the ocean series, 100,000-150,000 have the first pure electric vehicle dolphin, and within 100,000 there are A00-class models of seagulls, but in the range of 100,000-150,000 yuan is still blank. According to current public information, seals and sea lions will be priced at more than 200,000.
At present, the Dynasty Network is very well arranged in this range, and the pure electric models of Qin and Song are in this range. Judging from the new pure electric element PLUS car launched on February 19, BYD will upgrade its design to further enhance its competitiveness. The latest sales data in February, the Yuan family reached 8953 vehicles, I believe that the next room for growth is not small.
However, Tesla has been preparing to launch a new model Q with a 150,000-class car. According to the official, the car will be developed by the Chinese team, focusing on the Chinese market. It is foreseeable that there will be a strong competitiveness, but there is no definite news when it will come out. Therefore, relying on The Dynasty Network alone may not be able to do so, and the marine network based on the e-platform 3.0 also needs to take action in the range of 150,000-200,000 yuan, and lay out one or two competitive models to seize the market dividend of pure electric vehicles entering the family.
summary
BOTH BYD and Tesla are electric pioneers, but because Tesla has wall street and Silicon Valley endorsements, it has a stronger ability to land globally. With the full rollout of the e-platform 3.0, the new generation of pure electric vehicle products will be stronger, so there is still a chance of winning with Tesla China than sales. In 2022, Tesla's global target is 1.5 million, while BYD's goal is to guarantee 1.2 million to 1.5 million. It is estimated that the final result is that Tesla wins globally and BYD China wins.