There is a paragraph circulating on the Internet: the bank loses to Alipay, the instant noodles lose to takeaway, the chewing gum loses to the mobile phone... It's not necessarily your kind that beats you, it's your layman. The release of automobile sales data in February staged such a "cross-border crackdown".
In February, BYD Automobile jumped to the second place in China's automobile sales with a sales performance of 89,102 units, surpassing SAIC Volkswagen, which has long been in the top three sales. This change has triggered a heated discussion in public opinion. A closer look at BYD's sales found that its fuel vehicle sales were only 2795 units, down more than 70% year-on-year, and other sales were contributed by new energy models. It can be said that it is not "BYD" that beats SAIC Volkswagen, but BYD's new energy vehicles.
If Tesla was a sharp sword inserted into the luxury car market before, then BYD is the vanguard of the mainstream joint venture brand camp. Moreover, the impact of the two on the market landscape may be more violent and faster than you think. Taking the new power brand as an example, the delivery volume of Xiaopeng Automobile in February was 6225 units, an increase of 180% year-on-year; the delivery volume of ideal cars reached 8414 units, an increase of 265% year-on-year; Nezha Automobile delivered 7117 vehicles, an increase of 255% year-on-year; the delivery of 3435 zero-run cars, an increase of 447% year-on-year; the delivery of 6131 vehicles, an increase of 9.9% year-on-year...
The price of these new energy vehicles is generally between 100,000 and 250,000 yuan, which is the price range covered by mainstream joint venture brand models. With the increase in the heat of the new energy vehicle market, the competition between the two forces began to be short-term, at this time the automobile market is in the stock stage, and the result of the competition is almost the end of "you die and I live".
The rapid growth of new energy vehicles is accelerating the change of the pattern of the automotive industry, and it may be difficult to completely subvert the existing pattern in the short term, but BYD has rushed into the top three sales for the first time, and it has to be said that it has opened a big hole in the mainstream joint venture brand map.