February, which experienced the Spring Festival, is usually the weakest season of the year, but BYD handed over a report card that was not weak in the off-season - 90,268 passenger cars were sold, an increase of 336.2% year-on-year. Among them, 87,473 new energy passenger cars were sold, an increase of 764.1% year-on-year.
BYD New Energy's sales rose 764.1% in February, and its retail sales also surpassed SAIC Volkswagen to jump to the domestic runner-up.
This is what we expect, BYD, which has six-figure orders, its sales volume actually depends on production capacity. But unexpectedly, BYD actually overtook SAIC Volkswagen, ranking second in domestic retail sales; only FAW-Volkswagen, the latter's lead was 15,000 vehicles; in March, FAW-Volkswagen was suspended for a few days due to the Changchun epidemic, and BYD may reach the top of the domestic passenger car "sales crown".
SAIC Volkswagen and FAW-Volkswagen have won the domestic passenger car sales championship for many years, and their annual sales once exceeded the mark of 2 million vehicles.
This was unimaginable a few years ago, and in the era of new energy vehicles, it was impossible to become a reality. According to the data recently released by EV SALES / EV VOLUMES, BYD's global sales in January 2022 once again achieved good results, with new energy sales reaching 93,263 units, ranking first in the brand's global sales list in January 2022 with absolute strength.
The gold content of this global sales crown is very high, almost twice that of the second place Tesla, 4 times that of Volkswagen and BMW, and close to 5 times that of Mercedes-Benz. Among the TOP10 car companies, there are five Chinese car companies, accounting for half of the country.
What is more worth mentioning is that among the TOP10 models, 4 are from BYD. Among them, Qin PLUS DM-i sold 18449 vehicles, ranking third. The Song Pro/Plus PHEV followed suit at No. 4 on the list, with 16,415 units sold.
If the automobile industry is the crown of the industry, then the new energy vehicle (mainly pure electric, plug-in hybrid two models) is the jewel in the crown, the integrator of automotive industry technology, and the global sunrise industry.
According to Canalys, global new energy passenger car sales reached 6.5 million units in 2021, an increase of 109% year-on-year; in January 2022, global new energy passenger car sales continued to increase by 87% year-on-year to 603,007 units, and the share of the global passenger car market also increased to 10%, according to this trend, the penetration rate of new energy vehicles this year will reach 15%.
BYD pure electric, plug and mix two tracks
Parallel, DM-i outbreak
In fact, January is not the first time that BYD has won the global new energy vehicle championship, as early as 2015-2018, BYD won the global new energy sales championship for many consecutive years, and in 2019-2021, this laurel was taken away by Tesla.
This time may not be the same, because from 2021, BYD has a DM-i called "super hybrid" in addition to the pure electric vehicle that strives for excellence.
With the help of blade batteries and e-platform 3.0, BYD's pure electric vehicles continued to rise; in November 2021, the sales of Han EV exceeded 10,000, becoming the first pure electric medium and large sedan with monthly sales of more than 10,000; the first model of Ocean Network, Dolphin, was soon on the market, and its monthly sales also quickly exceeded 10,000.
DM-i super hybrid architecture
The DM-i is essentially a plug-in hybrid PHEV model. In this way, in the field of new energy vehicles, BYD has two tracks: PHEV + BEV, which has more flashpoints than Tesla, which has only one LEG of BEV, and DM-i contributes half of BYD's sales.
BYD confronts China with a market
Tesla's global market
In the Chinese market, BYD's new energy vehicles have absolute advantages, and then extend to the global market, the current real strength of new energy vehicles are two - Tesla and BYD.
In general, the world's three major auto markets are China, the United States, Europe, and the same is true for new energy vehicles. In March this year, Tesla's Berlin factory will be delivered, so that Tesla will achieve local production and local sales in China, the United States and Europe, and the distribution is relatively even; BYD is mainly concentrated in the Chinese market.
In the pure electric market, Tesla led with a global share of 20.2% in 2021, followed by Wuling and BYD, BYD's share reached 6.9%, of which Han EV, whether in price or sales, became the only pure electric sedan in the Chinese market that can compete with model 3; but in the plug and mixed market, BYD dominated the lead, leading BMW, Volvo and Mercedes-Benz with a 15% share.
BYD and Tesla alternately became the global new energy vehicle champions.
According to public information, Tesla's planned sales in 2022 are 1.4-1.5 million, and coincidentally, BYD's sales target this year is also 1.5 million, and the competition between the two has entered a white-hot situation.
In the first year of going to sea, BYD went international
No matter how big China's auto market is, it is only 1/3 of the global market, and to become a global brand, it must go out. In fact, BYD's share of electric buses in Europe already exceeds 20%.
Of course, it is the passenger car that determines the market position, and BYD certainly understands this. This year is the first year of BYD's passenger car going to sea, and the focus is still on the most difficult developed countries and regions in Europe and the United States.
Tang EV transformed into Tang EVs in Norway, priced at 440,000 yuan, and 1,500 units will be delivered in Norway in 2021, which shows that the European market also recognizes BYD's new energy vehicles.
In 2021, BYD passenger cars began to test the waters in Europe, and on June 7, BYD's first batch of 100 Tang EVs assembled in Shanghai Port, officially set sail in Norway, and delivered the first batch of local customers in August. It is reported that in 2021, BYD will ship a total of 1500 Tang EVs to Norway.
In the European market, BEV and PHEV have comparable market shares, with 9.1% and 8.9% in 2021, respectively.
Europe is the second largest new energy vehicle market after the Chinese market, and the pure electric market is comparable to the plug-and-mix share, 9.1% and 8.9% respectively, which gives BYD DM-i great hope.
Not only the European and American markets, but also the Australian market has also been pinned high hopes on BYD. On February 19, BYD's E-platform 3.0 first A-class tide running SUV, the Yuan PLUS (named ATTO 3 in the Australian market), was launched simultaneously in China and Australia, and the car has received more than 15,000 intentional orders in Australia.
It is reported that as the only electric vehicle company in the Australian market to compete with Tesla in terms of capacity, BYD has an assembly line specifically for the Australian and New Zealand markets, and can manufacture 1200 cars per month for the local market.
Text | DA Bin
(This article is the author's personal opinion only and does not represent the position of DearAuto.) )
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Mr. Li Guoyong of Guangdong Green Law Firm