If you asked in the past few years, Geely Great Wall Changan BYD, who can become the "boss" of domestic cars? I believe that many people's answer will be the traditional three giants of the Geely Great Wall Chang'an, but with the arrival of the new energy wave, BYD's development momentum is fierce, if you ask this question now, there may be many people who voted for BYD.
Entering 2022, the market pattern of independent car brands has suddenly undergone earth-shaking changes, and the previous three traditional independent car brands, Geely Changan Great Wall, in 2022, have appeared to be weak in succession, but BYD has sprung up.
According to the data of the Association, in the past February, Geely Automobile achieved a sales record of 68,000 vehicles, Changan Automobile achieved a sales record of 60,000 vehicles, Great Wall Motors achieved a sales result of 55,000 vehicles, while BYD achieved a sales result of 89,000 vehicles, and won the sales champion of its own brand in February 2022 with an absolute advantage.
BYD's "boss" is stable?
Although BYD's sales have a certain degree of serendipity, such as the Great Wall Changan Geely, to a certain extent, it has been affected by the shortage of chips, but BYD's sales of 89,000 vehicles is real, and if you look at the new energy sales list in February, you will find that BYD has achieved hegemony. In the top ten of the new energy vehicle sales list, BYD accounted for 6 seats, and in the top 20, BYD accounted for 9 seats.
BYD's advantage lies in the deep technical accumulation in the field of new energy, and in the case of increasingly stringent emission policies, major car companies are seeking the transformation of hybridization, and BYD has laid out in advance to achieve the effect of thick accumulation and thin hair. BYD's DM-i hybrid products have basically become the first choice for hybrid models on the market, and have completed the dimensionality reduction blow to traditional fuel vehicles. And it is certain that the stronger the accumulation of technology in the field of new energy, the more successful the future emission policy, so BYD's advantages may become larger and larger.
But BYD is not a matter of peace of mind, the major independent brands are working on the hybrid system, at present, the major independent brands of dual motor series parallel hybrid system, in the fuel economy and drivability of the performance gap is not large. And BYD's biggest moat is the cost of this hybrid system, the three electric technology self-developed and self-produced, so that the cost advantage has become BYD's biggest killer, but the Great Wall Geely and other brands are also actively layout of new energy technology self-development and self-production, once the cost advantage is no longer, BYD's market position may be affected to a certain extent.
Is there still a chance for the Great Wall Changan Jili?
The rise of BYD has brought certain pressure to the traditional three giants of independent cars, so in the future, will these three car companies have the opportunity to reproduce the glory of the era of fuel vehicles?
Although the answer may disappoint many people, but also have to admit, Changan Great Wall Geely, these three car companies that shine in the era of fuel vehicles, the advantages have gradually been lost, although the three car companies are catching up in the field of new energy, but there are also certain problems and shortcomings, Changan may be the slowest layout in the field of new energy, whether in the field of pure electricity or in the field of hybrid, Changan's IDD hybrid, in terms of architecture using a relatively backward P2 architecture, In terms of development potential, it is not as good as the dual motor series parallel hybrid of other car companies. Although Geely has many new products in the field of hybrid and pure electricity, sales and market recognition are relatively general, and there is a lack of new energy models. Although the sales of the Euler series of Great Wall Motors are good, in terms of high-end products, the sales of no model have reached expectations for the time being.
Under the guidance of the Ministry of Industry and Information Technology and compiled by the Society of Automotive Engineers of China, the "Energy-saving and New Energy Vehicle Technology Roadmap 2.0" will increase the proportion of new energy vehicles in total sales to about 40% in 2030. Hybrid models will be a new growth point in the next few years, and it is certain that who can seize this wave of dividends of hybrid vehicles is most likely to stand out. At present, BYD has come out on top, and the old car companies such as Geely Great Wall Chang'an must step up their efforts.