BYD's latest investor meeting minutes have released a lot of heavy information, which we summarize and summarize:
1. At present, BYD's cumulative undelivered orders have reached 400,000 vehicles, and are still increasing month by month; DMI-i models are very popular, and the delivery cycle of DM-i in 4S stores may take 4-5 months to get the car.
2, 2022 BYD Han current orders are very good, with DM-i blessing, monthly sales should be from 3W, the current restriction of sales is mainly capacity, is increasing the investment in production capacity;
3. BYD conservatively expects sales of 1.5 million vehicles in 2022; if the supply chain is done well, it is expected to hit the sales target of 2 million vehicles;
4, BYD said that the current growth trend of raw material prices is slowing down, if the price of lithium carbonate remains at the current price, it will not have much impact on the sales of new energy vehicles this year;
5, e platform 3.0 models are well received by the market, Dolphin monthly orders in 30,000 vehicles, but the production capacity is only 10,000 +, two-color body consumption of a lot of painting capacity; in addition, the yuan PLUS this month's order is also 30,000 vehicles, the same can only deliver 10,000 +, delivery pressure is huge;
6, the same use of e platform 3.0 to create the SEAL chassis technology has been upgraded, the use of CTOB technology, the battery pack has become a high-strength structural parts, become an important structural parts of the chassis, torsional strength is very high, can reach the Torsional strength of Mercedes-Benz S-class;
7, on the battery fast charging problem, the current restriction of battery fast charging is not the battery, because the blade battery can do 10 times the rate, 10 minutes can be charged to 80%, fast charging problem is not a battery problem, nor is it a manufacturer problem, is a national standard problem. National standards will not change every day, the standard may take 10 years, and once promulgated all the charging facilities will change, the current charging gun one-way can only be 160kW, the voltage is higher, the power may be larger, but it is still very small, probably only 1C-2C magnification.
8, in the field of automatic driving, APA, AEB, intelligent cockpit, vehicle electrical appliances, controllers, interior and exterior trim are all coordinated in all aspects, there are 3k people team doing this.
9. Dynasty, Ocean, Denza, high-end four major product series, how are the different brand positioning? Ocean Net focuses on youth, aesthetics, more cheerful and innovative. Dynasty Network is mainly luxurious and stable. Denza is also a technology + luxury, with the luxury gene of Mercedes-Benz, there is also BYD technology, there is also BYD's electric, but also a high-end brand. The follow-up more high-end brands, which will be released in October next year, use BYD's more high-end technology.
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