Judging from the March sales data released by BYD, BYD has not unexpectedly handed over the 100,000-vehicle mark for the first time this year, and the sales of EV models have reached 53,664 units, and the sales of DM models have reached 50,674 units, both exceeding 50,000 -
Two more noteworthy points are that according to the current data, BYD has not yet delivered more than 400,000 orders; looking at the global new energy market, the market share of BYD and Tesla in the first quarter of this year has exceeded 30%, opening a rare situation of double giants, Tesla delivered a total of 310048 vehicles, while BYD is slightly inferior, delivering 286577 vehicles in the first quarter.
Obviously, perhaps many years ago there will be people who question BYD's attempt to use new energy technology to "overtake in the bend", is to cheat insurance, do not know that when BYD invested a lot of money in the development of batteries, motors, electronic control technology, there is no concept of new energy subsidies at all; when BYD new energy vehicles first appeared in the exhibition car, I don't know how many traditional car companies and consumers are still laughing and satirizing behind their backs, and now, there is no new energy vehicle that can be taken, and may be embarrassed to board the auto show.
Today, I believe that no one has questioned the absolute advantages of independent brands in the new energy track, especially after BYD has become the first new energy vehicle company in China with monthly sales of more than 100,000 vehicles, and the follow-up efforts of major independent and joint venture car companies to enter the new energy vehicle market are bound to be more violent.
Of course, there must still be people who have doubts about BYD's so-called "starting to abandon all fuel vehicle manufacturing in March", but considering that the penetration rate of BYD brand new energy vehicles has exceeded 97%, and more importantly, the thermal efficiency of the 1.5L engine equipped with most of its DM-i models has reached 43%, reaching the industry-leading level, and there is no obvious room for improvement, there is no need to continue to invest in time and cost in the fuel vehicle market, and it is only a matter of time before the new energy market is fully embraced.
Major car companies have also announced that they will start to produce only new energy models at a certain node in 2025-2030, but BYD has become the world's first car company to transform from fuel vehicles to new energy vehicles.
Speaking of BYD's March sales data, aside from the super high month-on-month/year-on-year growth of DM models, the BYD Han family sales reached 12,359 units in March, which is fully in line with our expectations. After the han DM-i/DM-p model pre-sale price was announced for a day, the feedback we got from the terminal was that the order was growing rapidly, and even the proportion of DM-p model sales was not low, and the consumer's recognition of BYD products and price system was obviously on another level.
Judging from Wang Chuanfu's speech at the briefing, BYD's sales of Han DM-i are expected to be more than 20,000 vehicles, coupled with the current sales of Han EV models, the entire Han family may reach a terrifying 30,000 or so monthly sales models in the future, which will be the sum of the sales of the entire BBA brand 34C models. At the same time, BYD also released the news that the Shenzhen factory has left enough production capacity space for the Han family model (xingsha factory took over the Tang family production capacity), which also means that BYD's sales will continue to rise in the next few months.
Looking at the Tang family, although the sales volume of the Tang family declined in March, with the information of the new Tang DM-i and Tang EV models exposed on the Internet, its attention has actually increased. It should be known that the pure electric endurance of the new Tang DM-i model has reached the industry's top 252km, and is equipped with 170kw fast charging interface and seat massage and other configurations, the two new cars are expected to officially open pre-sale in May, and officially listed in mid-June. (Text:Looper)
The Song family continued to create sales records, with sales reaching 26,729 units in March, and with BYD announcing that it would abandon the manufacture of fuel vehicles, it is believed that most of the production capacity of fuel vehicles will also be converted to the Song family, and its delivery speed is believed to be correspondingly faster.
The Qin family's sales in March remained stable, contributing 24,797 units. Although some friends have questioned whether Qin's customers are mostly online car users, in fact, the current Qin family delivery is more individual users, and the orders from the B side have not yet been fully released, and then really began to face the B-side delivery, the Qin family's sales data is expected to rise again. In addition, the sister model destroyer 05 is also expected to bring greater sales growth to BYD in the follow-up (more than 1,700 units have been delivered after the listing on March 17), after all, it is more abundant than the Qin PLUS DM-i in terms of configuration, and the price range gap is not large, and the destroyer 05 is expected to attract more individual user orders.
The two pure electric models of e platform 3.0, Plus and Dolphin, still broke through 10,000 in March, and the popularity of the two new cars in the 100,000-level pure electric model market is no secret, and even the dolphin's pick-up cycle has been expanded to about 4 months, which is enough to see its attractiveness in the terminal market.
In fact, BYD can firmly abandon the manufacture of fuel vehicles, in addition to the penetration rate of new energy models has exceeded 97%, more importantly, with the end of 2021 new energy model raw material prices, battery supply is insufficient, the price of new energy models of other car companies are rising, and BYD's vertical integration is derived from technology in its own hands, including core battery technology, motor technology and battery production technology, etc., can have more voice in cost and scale.
Even if many people feel that BYD's products are more expensive than ever, it is not difficult to find that BYD's products are still the most cost-effective choice in the same level of market after comparing with the same level of market, and the technical strength is leading enough. Moreover, from the feedback of the terminal market and order data, real users are not recommended to spend thousands of dollars to buy new energy models with better experience and fuel consumption.
As we mentioned above, even though the existing models have exceeded 400,000 undelivered orders, we can still notice that almost every month in 2022, there will be news of BYD's new models, including the next SEAL, Destroyer 07, the new Tang EV, han EV Qianshancui Limited Edition, 5G version of Song PLUS DM-i and so on.
It can be said that after opening up two new routes of marine network and warship network and this year's southwest phase III, Changsha phase II, Fuzhou base, Hefei phase I, Zhengzhou phase I and other factories have been put into operation and rolled off the production line, BYD's monthly production capacity is expected to reach 200,000 vehicles, when BYD will truly become a brother of its own brand, and further expand the advantages with other independent brands in technology, cost control and other levels.
Ah Chuan said car
In 2022, this PHEV has become the main route of the new energy market, BYD zero fuel vehicles are not surprising, but more like the beginning of a new era, is the beginning of Chinese brands in the field of new energy vehicles to lead the world.