Text/Golden Wrong Knife Channel
BYD, recently is staging a large black powder scene.
In the past two days, BYD announced that it has officially stopped production of fuel vehicles.
Without any suspense, it became the world's first car company to stop the production of fuel vehicles, and caught all the new car-making forces by surprise.
Also, the decision was not made in the next few years, nor in April, but a month before the official announcement.
Do big things in a muffled voice, which is very BYD.
Do batteries, three years to become the first in China; do new energy, for nine consecutive years in the world's first;
In 2021, BYD's market value even exceeded 900 billion, surpassing the Bank of China.
However, in the Chinese electric vehicle market, the highest profile is also the most willing to tear each other up with Tesla, and has been trying to get out of the "PPT" car-making new forces.
But no one expected that this time BYD actually walked in the forefront of all car companies.
The first "say no to fuel vehicles", why is BYD so bold?
Because the grassroots maniac behind BYD, Wang Chuanfu.
People don't talk much: it starts from plagiarism, but uses technology to get rid of plagiarism
Wang Chuanfu spoke softly, and he always spoke with a straight face.
He is not good at socializing, and in his understanding, "entrepreneurs should bury their heads in hard work, do more and talk less."
In 2003, Wang Chuanfu, who had just led BYD to win the second place in the world's batteries, announced to the outside world that he would work in the second half of his life.
As a result, after a year, BYD's loss has reached more than 70 million.
But the black material that accompanies BYD's life more than losses is copycat and plagiarism.
At that time, Wang Chuanfu spent more than 100 million yuan to ask Japanese companies to open molds, but the dealers did not buy it, and they also thought that it did not meet the aesthetics of Chinese.
Wang Chuanfu painfully gave up the whole design, personally smashed the sample car, and hundreds of millions of dollars of investment were thus adrift.
No foundation, no technology, no design, how to build?
Wang Chuanfu took out his Mercedes-Benz S300 and let his men dismantle it. Several people looked at the million-dollar Mercedes-Benz and did not dare to start. He picked up the car keys, scratched it the body, and said, So you can do it. ”
As a result, it can be imagined that the first mass production car BYD F3 in 2005, to the later improved version of the F6, Wang Chuanfu not only did not make a convincing model, but also had a strong "cottage flavor".
The "heart" engine relies on procurement, and it is a technology that others have eliminated, and the appearance depends on copying operations.
Not only was he scolded by outsiders, but there was also great controversy within the company.
Even executives advised Wang Chuanfu not to beg for food, "We have a good battery, why should we touch the car?" The technical barriers to cars are too high..."
Wang Chuanfu scoffed, "All technical barriers are paper tigers that create a fear for latecomers and force you to give up."
Wang Chuanfu's real strength lies in the fact that in the early days, he let BYD buckle the hat of plagiarism, but in the future, it made BYD the most straight company in The technical waist of Chinese car companies.
This is due to a strategy that almost runs counter to the conventions of the automotive industry – vertical integration.
Simply put, the motor, battery, and engine are all self-made. Wang Chuanfu's explanation is even more brutal, except for tires, glass and a few standard parts, ALMOST ALL OF BYD's supporting products can be produced by itself.
The benefits of this strategy are easy to understand: reducing costs.
But this style of play requires absolute technical rigidity, but also extreme confidence - in all the modern car industry, only BYD car companies play like this.
"We were forced out. More than ten years ago, BYD was small, no one was optimistic or unwilling to match, and did not dare to accompany BYD on adventures. ”
This kind of self-developed and self-produced heartache is the inevitable price of independence.
According to Wang Chuanfu's employees, he can walk 10,000 steps a day in the research and development building.
In the past two years, BYD's R&D investment reached 8.421 billion yuan and 8.556 billion yuan respectively, which is the largest private car company with the largest R&D investment.
Now, someone has calculated an account for BYD, even if it does not count rail transit, it simply adds up several major businesses such as batteries, electronics, and automobiles, and the valuation is more than 300 billion.
Domestic shoulder handle: it looks like a broken arm, but it is actually strength
Judging a person is not only about what he says, but more importantly what he does.
The suspension of production of fuel vehicles is not a decision to rely on boldness and a slap on the head - but for the outbreak of new energy at this moment, BYD has actually been dormant for 15 years.
From beginning to end, Wang Chuanfu firmly believed that there would be a new energy revolution in the automotive industry, which was ridiculed by many people at the time.
Wang Chuanfu said that oil is the "blood" of automobiles, while 70% of China's oil is basically imported, spending trillions of yuan a year, which is terrible.
In 2008, China's first new energy vehicle BYD F3DM was officially unveiled.
BYD F3DM uses iron batteries, Wang Chuanfu spent 1 billion yuan, and applied for as many as 600 technical patents for this purpose, mastering the core technologies of the whole industry chain such as batteries, motors, electronic controls, and chips.
Now from God's point of view, this is a breakthrough for Chinese automobiles in the new energy vehicle industry.
But at that time, because it was too avant-garde, few friends were willing to spend energy to develop new energy vehicles, and the outside world was not optimistic about this product that Wang Chuanfu regarded as a dream and future.
Some insiders commented, "BYD makes mobile phone batteries, and building electric vehicles is foolish." ”
In 2009, BYD sold only 48 F3DMs.
At the headquarters in Pingshan, Shenzhen, only Wang Chuanfu drives F3DM to and from work every day, "lonely" to open China's electric vehicle industry.
In the following years, a closer look will reveal that BYD's research and development focus has been closely focused on new energy vehicles.
In 2011, BYD significantly reduced the research and development of fuel vehicles, and tried to increase production capacity, and its reputation plummeted.
Wang Chuanfu was overwhelmed, and BYD fell to the bottom.
He held a media conference, and the frankness and frankness of the mistakes were even greatly unexpected by the outside world:
BYD made three mistakes, the first is that the channel development is too much, the expansion is too fast, too much attention to quantity, ignoring the quality; in 2003, we began to make cars, we were confused and successful, but did not understand the connotation of the brand. The third is that it is not done well in terms of quality.
I didn't play tai chi, and I didn't say any excuses.
In 2020, Taoguang's obscure Wang Chuanfu incarnated as a blade warrior - BYD launched a blade battery and launched a real onslaught to the ternary lithium battery industry.
The Ningde era pursues higher cruising range, while BYD is dead to battery safety.
From a technical point of view, the blade battery has completed the architectural innovation of lithium iron phosphate batteries, and the biggest killer is to eliminate the possibility of spontaneous combustion of electric vehicles.
Even if it is crushed by a 46-ton full load, the blade battery pack is still intact, no leakage, no deformation, no smoke phenomenon, and it can be used normally when it is loaded back.
At the press conference, Wang Chuanfu said the sentence, "Safety is the biggest luxury of pure electric vehicles." ”
BYD solves the safety pain points that users are most concerned about through blade batteries, and accelerates the replacement of fuel vehicles by new energy vehicles through super hybrid DM-i.
How strong is BYD's hybrid DM technology?
This technology has been written into the Textbook of Tsinghua University" "Principles of Automotive Power System".
German Volkswagen executives came to China to test drive BYD's new generation of Tang DM, borrowed cars, and did not expect to be photographed speeding in Shanghai.
Ridiculed by netizens, "100 km acceleration 4.5s is too fast to hold", "Germany has no speed limit habits", Bai gave BYD a live advertisement.
Japanese car companies also imported 6 BYD Tang from China to go back to study.
In 2020, BYD's new energy vehicle sales accounted for 44.4% of total sales, and last year, the proportion almost doubled to 81.2%.
By this year, Wang Chuanfu, who was ridiculed, made BYD new energy vehicles win the first place in the country for 9 consecutive years.
Grassroots hard and tall rich and handsome, with what is BYD?
What does it mean to announce the complete suspension of fuel vehicles?
From then on, there will be two real million new energy giants in the global market, one is Tesla and the other is BYD.
The two founders behind the giants, one is a Chinese grassroots engineer who borrowed money to start a business, and the other is the American Iron Man who wrote "My mission is to save mankind" at the age of 15.
Xiaopeng Automobile said to Tesla, "I'm going to beat you can't find the East!" ”
Zero-run cars threatened, "Three years to catch up with Tesla!" ”
At the press conference of Weilai Automobile, Li Bin said, "Don't hold Tesla's stinky feet anymore." ”
But in fact, whether it is sales or technology, the only thing that can open up and compete with Tesla is BYD.
Wang Chuanfu is very sober-minded, and he is not blind: "Tesla is just a toy for the rich, and BYD is a product for the public." ”
"Volkswagen" here has two meanings: one is BYD's cost performance, which everyone can afford; the other is that BYD simultaneously promotes many public transportation products, which are suitable for everyone and sold all over the world.
For example, Yunba and Cloud Rail.
Wang Chuanfu once went to Tokyo and found that there are 8 million cars in Tokyo, 3 million more than Beijing, but the urban area is far less congested than Beijing. So he began to change to various public transportation vehicles, observe the road conditions, and investigate the traffic in Tokyo.
Finally, Wang Chuanfu found that although Tokyo's rail transit system is huge, the proportion of subways is not high, and the vast majority of them are light rail.
Because the cost of the subway is too expensive, ranging from 500 million to 1.2 billion yuan per kilometer, the world's subway companies, only Hong Kong's MTR can achieve profitability, or rely on property development and commercial income along the line.
Light rail, on the other hand, also does not occupy the road area, has a large passenger throughput and a low cost.
In this way, Wang Chuanfu spent 5 years and invested another 5 billion yuan, and finally successfully developed and operated in the BYD factory.
This time, the outside world questioned again: "What is the ghost of the cloud rail"? How can a private enterprise do rail transit?
Now, BYD has invested in cloud rail in many cities at home and abroad.
The cost of cloud rail is only 1/5 of that of the subway, and the construction cycle is only 1/3 of the subway, and more importantly, as a public transportation vehicle, it can solve the two major problems of pollution and congestion in one go.
This has become an absolute advantage for BYD people without themselves.
Compared with the impetuousness of new energy, Wang Chuanfu is also crazy, but "technical mania", he said:
"What is difficulty? Too much. What I am most afraid of is that there is no fair market environment, as long as there is a fair market environment, nothing else is a problem, and it can be overcome. ”
Conclusion:
BYD stopped producing fuel vehicles, which made its peers admire and also hit a lot of black powder in the face.
To do this, it requires an enterprise not to be afraid of making mistakes, but also to dare to try and make mistakes.
BYD is the most resolute and determined car company on the road of new energy vehicle transformation. Not only because of boldness, but also 15 years of technical reserves, and the Chinese market has become the world's largest new energy market.
Wang Chuanfu said, "A product development is wrong, the maximum loss is 50 million; but a strategy is wrong, maybe you will lose 5 years." ”
This is also why Lenovo was in the limelight at that time, and BYD was unremarkable.
But Lenovo gave up the difficult "technology industry and trade" road, and after taking a quick start, its status with BYD and Huawei has been reversed more than a decade later.
The same is true for new energy vehicles, there are many tickets, and there are many traditional cars that are dismissive, but the products are thrown one after another.
But after a long time of disdain, the end is that it can't.
Everyone is looking up at the stars, but someone always needs to be down-to-earth.
Now, who is entitled to ridicule Wang Chuanfu as a "madman"?
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The author of this article | Zhang Yichi