Undelivered orders reached 400,000 units, which increased month by month; sales are conservatively expected to be 1.5 million units in 2022; and if the supply chain is good, it will hit the sales target of 2 million units. This is the key information that "Che Yi Circle" learned from the minutes of the BYD investor meeting a few days ago. If BYD can really hit 2 million sales this year, then Tesla really can't sit still.
A target of 2 million is possible
This year, BYD set itself a small target: to sell 1.2 million vehicles a year. Judging from the current situation, IT is indeed very easy for BYD to complete this goal. On the one hand, the existing base plate is stable and sales continue to reach new highs. According to BYD's sales data in the first two months of this year, its cumulative sales exceeded 185,300 vehicles, an increase of nearly 194.5% year-on-year. According to this momentum, the average monthly sales of 100,000 vehicles is not a big problem.
On the other hand, a number of new cars are on the road, and orders continue to be harvested. Brother Circle learned that Han DM-i, Han DM-p, 2022 Tang, Song MAX DM-i, Destroyer 05, BYD SEAL, Frigate 07 and many other new cars will also be listed this year, which will undoubtedly further enrich consumers' car purchase choices, which is also an important guarantee for why BYD's orders are increasing month by month. It is reported that at present, BYD's cumulative undelivered orders have reached 400,000 vehicles, and they have increased month by month.
Of course, due to the impact of the epidemic, there is a shortage of supply of core auto parts such as automotive chips. At the same time, BYD's own blade battery and other production capacity also need to be improved, which restricts the delivery of BYD vehicles to a certain extent. BYD officials also said that if the supply chain is good, it will hit the sales target of 2 million vehicles.
BYD may become the world's new energy sales champion
IF BYD wants to become the global champion of new energy sales, it must not be able to avoid Tesla. According to the data, in 2021, Tesla's global sales exceeded 936,000 vehicles, an increase of about 87.4% year-on-year. Musk also said that Tesla's delivery volume will easily increase by more than 50% this year, which also means that Tesla's annual sales will exceed 1.4 million vehicles this year.
For Tesla, the biggest difficulty is also the production capacity, after all, its Model 3 and Model Y are also models that are not worried about selling. Even if the Fremont factory and the Shanghai gigafactory are in full swing, there is still some pressure to impact 1.4 million vehicles. Fortunately, Tesla's Berlin factory has ushered in production and operation a few days ago, and has realized the delivery of some user orders, which is expected to become an important guarantee for Tesla's sales this year.
However, even if Tesla successfully completes the target of 1.4 million vehicles, there is still a certain gap from BYD's conservative forecast of 1.5 million vehicles. In addition, the degree of epidemic control abroad is far less than that of China, and to a certain extent, it will also affect the output of Tesla factories. In this way, BYD is also expected to surpass Tesla this year and become the global new energy sales champion.
"Car Circle" believes that from the information revealed by the minutes of bydir's investor meeting, the cumulative undelivered orders exceed 400,000 vehicles, which has a high degree of credibility, after all, the terminal DM-i model queue is a very common thing. Judging from the current sales volume of BYD in the first 2 months of this year, the sales base can be guaranteed. In the future, with the development of a variety of new cars and the increase in production capacity, BYD's target of impacting 2 million vehicles will also be a high probability event. Of course, Tesla will not be idle, and if the production capacity comes up, the upper limit of sales will not be too low. However, it is certain that this year, the competition between BYD and Tesla for the global new energy sales championship will become more and more fierce. As for the results, we might as well look forward to it.