BYD is about to come up with a new car, and not long after the BYD destroyer 05 was listed, seals that also belong to the marine network were also exposed to be about to be launched on the market.
Recently, the Ministry of Industry and Information Technology announced the 354th batch of "Road Motor Vehicle Manufacturers and Product Announcements" new product announcements, in this new product announcement, BYD's new model SEAL appeared. This means that the new seal is not far from the time of launch on the market.
In fact, this is not the first time seals have been exposed. As early as September 8 last year, at the BYD Auto e-platform 3.0 conference, AFTER BYD's new concept model Ocean-X was officially unveiled, it began to be rumored that BYD's new car based on the concept model Ocean-X was a seal.
After this time, the information about BYD seals has been fermenting on the Internet, and various spy photos have spread everywhere, but basically they have not been officially confirmed, and this TIME BYD seals have been publicized in the "Road Motor Vehicle Manufacturers and Product Announcements", indicating that BYD's launch of seals has been a nail in the coffin.
And from the information released by BYD Seals, it seems to be benchmarking the Tesla Model 3, which is currently the hottest on the market. So can BYD SEALs really compete with tesla Model 3, or even replace The Model 3?
Seals are not opponents of the Model 3?
As a new car that BYD is ready to launch, from the data presented by the SEAL, it is obvious to benchmark Tesla Model 3 in terms of body size and power, but there are many opponents of Tesla Model 3 in recent years, but in addition to the Xiaopeng P7 and Han EV can have a certain impact on it, there are basically not many opponents who can compete with Tesla Model 3 in product positioning.
So can BYD SEALs really be the biggest rival to the Model 3? Purely data, this is true. However, the reason why Tesla Model 3 can dominate the world in recent years is that it has become the best-selling new energy sedan in addition to its excellent performance, which is not unrelated to its excellent automatic driving system.
Although BYD has developed extremely rapidly in new energy over the years, and even become the leading new energy vehicle company in China with DM-i technology, in the era of automatic driving, especially in the era of software-defined cars, BYD lags behind Tesla by more than a star and a half, which is also the fundamental reason why BYD has to cooperate with Baidu to try to introduce Baidu automatic driving.
Forcibly benchmarking Tesla Model 3 is undoubtedly self-pleading for seals, so the reason why BYD previously allowed seals to benchmark Tesla Model 3 rumors fermented more is to bring traffic to seals to achieve the purpose of publicity.
For BYD, the launch of seals is only one part of its new car plan, and tesla Model 3 can be benchmarked, but perfecting the product line is what it wants. With the official launch of seals on the market, BYD seals will form a high and low match with BYD Han EV, breaking through the high-end market for BYD and seizing a larger market share.
There is no doubt that THE PRODUCT STRENGTH OF BYD SEAL IS NOT BAD, BUT IT IS NOT DIFFICULT TO STAND OUT IN THE NEW ENERGY SED CAR MARKET THAT IS CURRENTLY FULL OF STRONG PEOPLE, AND LOOKING AROUND, BYD SEAL'S BIGGEST OPPONENT IS NOT THE TESLA MODEL 3 IT HAS ALWAYS WANTED TO BENCHMARK TESLA MODEL 3, AND THE PRODUCTS OF THE NEW POWER CAMP.
Needless to say, with a larger space than Model 3, lower prices and excellent automatic driving systems, xiaopeng P7 has become the hottest new energy car in China since its launch on the market, and this is already a product two or three years ago.
In addition to the Xiaopeng P7, Weilai, which is constantly targeting the middle and low end, also launched ET5 at NIO DAY at the end of December last year. The ET5, built on the NIO NT2.0 platform, has a strong product force, not only equipped with NIO's latest autonomous driving technology NAD, but also covers NIO's supersensitive system Aquila and supercomputing platform Adam. It is worth mentioning that under the service of Baas, the starting price of ET5 is only 258,000 yuan.
In addition, as the second echelon of car manufacturing, Nezha, Zero Run and WM Motors are not lonely, and have launched products with similar positioning, such as Nezha S, which is about to launch Nezha Automobile. Although the price has not yet been announced, according to the official introduction, Nezha S will be equipped with TA PILOT4.0 intelligent driving system, which uses Huawei's MDC610 chip hashrate to reach 200TOPS. It can be said that from the hardware point of view, Nezha S has a product force that is not inferior to ET5.
It can be said that in the current range of 200,000-300,000, there have been many new forces car companies that have laid out similar models, and the product force is better than the preparation for the launch of BYD Seals. With the launch of these products on the market, the situation of BYD seals is not optimistic, and from the current extremely tight production capacity of BYD, how much capacity can be finally divided into seals is also unknown. The idea of challenging the Model 3 is beautiful, but BYD's most urgent need to solve is still production capacity.
BYD's hidden worries
The purpose of BYD's launch of seals is very clear, that is, to continue to improve its product line in new energy, and form an up-down match with BYD Han EV to achieve BYD's goal of breakthrough to the middle and high end.
The goal is very clear, BYD is also deploying step by step for the camp, but BYD's biggest problem at present is not the lack of new car products, but the serious lack of demand forecast for the rapid outbreak.
Due to Wang Chuanfu's forward-looking vision, BYD has long laid the foundation for new energy as the future development direction, and after years of transformation, BYD has completed the transformation from traditional car companies to new energy car companies. Previously, BYD released January production and sales data, BYD passenger car sales in January 95180 units, an increase of 126.1% year-on-year, of which new energy passenger car sales of 90268 units, an increase of 336.2%, accounting for more than 98% of the brand's total sales, it can be said that after years of transformation, BYD is essentially a new energy vehicle company.
However, BYD, which has repeatedly reached a new high in sales of new energy vehicles, is now facing an embarrassing situation, that is, there are no cars to deliver. It is understood that BYD DM-i technology has been highly sought after by consumers since its release, and although the order for the three DM-i models of Qin, Song and Tang has exceeded 100,000 units, it has encountered a production capacity crisis. Because there is no way to deliver the car in time, a large number of song Plus DM-i model prospective owners even sent it to the top three of the complaint list at one time.
BYD, which is extremely tight on production capacity, has not slowed down the pace of new car releases. Previously, BYD's new Yuan Plus was officially listed, and the official guidance price was 131,800 yuan to 159,800 yuan. Due to the attractive price, spacious space and rich intelligent configuration, the order of 20,000 units was received at the time of pre-sale, and now it is officially listed, according to the popularity of pre-sale, the hot sale of Yuan Plus is only a matter of time.
In addition, the marine network new car destroyer 05, which has been attracting market attention before, was also officially launched on the market a few days ago, priced at 119,800-15.58 million yuan. Compared with the same door brother BYD Qin Plus, the BYD destroyer 05 is more abundantly configured, and the price increase is not high. It is foreseeable that the BYD destroyer 05, which has excellent product strength, will be another explosive product, which means that bydy's production capacity, which is already extremely tight, will be worse.
Not only that, BYD's high-end brand Denza is preparing to launch a luxury new energy MPV model, and BYD Seal is also about to debut at the Beijing Auto Show. It can be said that with the launch of more and more new cars by BYD, BYD's current production capacity will have to bear great challenges.
Of course, BYD has not sat still, and has recently been trying to solve the problem of production capacity. According to relevant media, BYD has taken over the Mahayana Automobile Factory in Fuzhou, Jiangxi Province, and plans to add battery assembly lines, Tianmu glue-coating robots and other facilities on the basis of the old factory to transform the production line of fuel vehicles into an electric vehicle production line. In the future, the plant will put into production of Dolphin and other models, with a production scale of 30,000 vehicles, and the annual production capacity is expected to rise to more than 200,000 units after the project meets the standard.
It's just that the far water can't save the near fire, the news of taking over the Mahayana automobile factory does make many BYD owners who have been waiting for a long time breathe a sigh of relief, but how to say, the transformation of the factory is also time-consuming and laborious, in the long run, this is a good for BYD's operation, but in the short term it is obviously unable to alleviate BYD's production capacity problems, which is also an important reason why I do not recommend THATD to continuously launch new products while having a variety of explosive models.
Strictly speaking, BYD is not currently a new product, or even an order, but a production capacity. In this context, if more products are rushed to be launched without solving the capacity crisis, once its models really become blockbusters, then the contradiction between BYD and consumers, which has no car to deliver, will only further intensify.
Summary: For BYD, as a car company that has completed the transformation of new energy and even has the best domestic new energy sales, taking advantage of the gap in the market to launch BYD seals to accelerate the seizure of the market, this is understandable, but the only unpleasant thing is that BYD's continuous launch of new cars will only exacerbate the lack of production capacity, further intensifying the contradiction between consumers and BYD, which is not a good thing for BYD, which currently has a good reputation.
The biggest problem faced by BYD is not that the product is not good enough, not enough, but insufficient capacity, as Tesla CEO Musk said, "production and manufacturing is very difficult, with positive cash flow production, it is even more difficult", if BYD can not quickly solve the capacity problem, then the launch of so many products against BYD, may not be sweet sugar, but intestinal poison.