Written by / Cow Heel Shang
Editor/ Zhang Nan
Design / Zhao Haoran
On January 29, 1886, Carl Benz, a 42-year-old German mechanical engineer, invented the world's first car. Since then, cars have replaced horse-drawn carriages.
Today, a century-old change is happening, and trams are replacing fuel trucks.
On April 3, 2022, Wang Chuanfu, a 29-year-old battery builder and a 37-year-old car builder, and BYD Auto, which he founded, announced that they would quietly stop the production of pure fuel vehicles from March.
In the future, in the automotive segment, BYD Automobile will focus on pure electric and plug-in hybrid vehicles.
Wang Chuanfu, the former "battery king" born in 1966 in Wuwei, Anhui Province, was once the "independent king" of China's fuel vehicle era, and now with a series of super-hybrid and pure electric cars named after the ancient Chinese dynasty such as Qin, Han, Tang, Song and Yuan, he has become the new king of China's and even the world's automobile empire.
This shook the world.
Say goodbye to pure oil trucks
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From the initial establishment of BYD to today, Wang Chuanfu has always intended to rewrite the history of the development of the automobile industry, and he has always answered with actions in countless questions: "I can, BYD can."
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The history of China's auto industry may remember this date, April 3, 2022, the third day of the third month of the Chinese lunar calendar, Shangwei Festival - the traditional festival of the Han people to drive away evil spirits with lantang, BYD released to the outside world, in March 2022, the sales of new energy vehicles exceeded 100,000, and at the same time, the production of pure fuel vehicles was stopped in March 2022.
This is another mainstream car company in the world that has "banned combustion" after Volvo, Jaguar, Volkswagen, Audi, Ford, Honda, BMW, Nissan, etc. The world's automotive industry has embarked on a major turning point in green development.
However, these multinational automobile companies that enjoy the centennial dividend of the fuel vehicle era and use the core technology of fuel vehicles as a barrier have to comply with the requirements of the government and the development of the automobile industry, and they mostly lock the time node of banning or banning the production of fuel vehicles or the time target of fully realizing electrification in 2025, 2030 and 2040.
Even so, they will not abandon the proud fuel car, but will continue to exist in the form of plug-in, extended range hybrid vehicles. In BMW's view, it will take 30 years for fuel vehicles to completely withdraw from the historical stage.
In this way, BYD has become the first car company in the world to fulfill the "ban on combustion" commitment and take the lead in stopping the production of pure fuel vehicles.
Electrification, intelligence, networking, and sharing have become the general trend of industry development. Under the wave of automobile modernization, the Netherlands, France, the United Kingdom, Switzerland, Japan and other countries announced that they would stop selling fuel vehicles between 2025 and 2040.
Today, environmental protection, carbon peaking, carbon neutrality is the global consensus.
30 years ago, starting from the battery in entrepreneurship, Wang Chuanfu, who took new energy as the pursuit at the beginning of car manufacturing, believes that building green electric vehicles is the dream of him and BYD people.
Wang Chuanfu, who was admitted to the Zhongnan Institute of Mining and Metallurgy in 1983, the Beijing Nonferrous Research Institute of the Chinese Academy of Sciences in 1987 to pursue a master's degree, and was sent to Shenzhen Big Battery Company as the general manager in 1993, said that he has been doing proof questions.
From the very beginning of BYD to today, Wang Chuanfu, like Li Shufu, the founder of another private automobile company in China, has always intended to rewrite the history of the development of the automobile industry, and he has always answered with actions in countless questions: "I can, BYD can." ”
In 1995, at the beginning of BYD's entrepreneurship, it started from manufacturing nickel-chromium batteries for mobile phones, then doing nickel-metal hydride batteries, and then to lithium batteries, from low-end to high-end, and once made the battery the first in China and the first in the world, until 2015.
In 2003, BYD acquired Xi'an Qinchuan Automobile and began to dream of building cars.
In 2005, BYD launched the F3, and its sales exceeded 100,000 in more than a year.
In January 2006, BYD established the Electric Vehicle Research Institute, which is committed to the research and development and trial production of complete vehicles and components for electric vehicles.
In 2008, BYD sold 200,000 vehicles a year. That year, he was named CCTV China Economic Person of the Year in 2008.
The award speech said that in 2008, he gave the car an electric heart, and Buffett's reason for seeing him was very simple, and the dream of moving forward was repeatedly charged 4,000 times.
In 2020, the Chinese state put forward the strategic goal of "double carbon".
Focusing on this goal, BYD adheres to the new development concept of "innovation" and "green", leads the transformation of the automotive industry with the driving force of scientific and technological innovation, and promotes the sustainable development of society with green and low-carbon cycle.
In 2021, BYD's sales target for new energy vehicles is 400,000 units.
With subversive technologies such as blade batteries, DM-i super hybrid, and e-platform 3.0, BYD adheres to the "two legs" of pure electric and plug-in hybrids, ushering in the outbreak of technology, products and markets, and selling 740,000 cars.
Among them, new energy vehicles exceeded 600,000 units, an increase of 220% year-on-year, ranking first in China for 9 consecutive years, and achieving great development.
This year, China's first car company to produce and sell 1 million new energy vehicles is BYD.
Not surprisingly, China's BYD's new energy vehicles in 2022 will exceed the annual production and sales of 1 million vehicles. This is the result of continuous cultivation and continuous innovation of Chinese automotive industry colleagues represented by BYD in the past decade or so.
Wang Chuanfu said that 2021 is the first year of China's new energy vehicle development, and the industry has entered a new stage of market-oriented development and achieved a milestone leap.
It is optimistically predicted that China's new energy vehicles will produce and sell more than 5 million vehicles in 2022, continue to seize half of the global new energy vehicle market, and dominate the world's new energy vehicle kingdom.
This shocked the world.
Behind the penetration rate
Behind the beautiful growth curve and the confidence of taking the lead in stopping production of pure fuel vehicles is BYD's adherence to the green dream and its dedication to technological innovation for two decades.
"We did an experiment, at the local auto show, spent 5 days to observe the car watching behavior of people on the spot, and we found that 60% to 70% of consumers were watching new energy vehicles, while only 30% to 40% of consumers were watching fuel vehicles."
Wang Chuanfu said at the China Electric Vehicle 100 Forum held on March 26, 2022, that the data shocked them.
This discovery can clearly see that when the people buy cars, most people are looking at new energy vehicles. This is the direct reason for the monthly increase in the penetration rate of new energy vehicles.
"According to the speed of industry change last year, if it is calculated at the same speed, at the end of this year, it is expected that the penetration rate of new energy vehicles in the mainland will reach 35%." Wang Chuanfu said optimistically.
According to Wang Chuanfu statistics, the penetration rate of new energy vehicles in the mainland increased by an average of 1.3 percentage points per month from 6% in early January 2021 to 22% in December at the end of the year. The penetration rate in the first half of March 2022 has exceeded 28%, and it is estimated that the full monthly penetration rate will also exceed 28%.
This wave of high growth in 2022 is different from that of three years ago. At that time, the proportion of B-end online ride-hailing and taxis was very large, but in 2021, private cars accounted for up to 88%. This is the people using practical actions to support the purchase of new energy vehicles.
The rapid development of new energy vehicles, home appliances, mobile phones and other industries, in addition to the "policy + market" two-wheel drive, is inseparable from the internal driving force of enterprises.
On March 26, 2022, at the high-level forum of the China Electric Vehicle 100 (2022), Miao Wei, deputy director of the Economic Committee of the National Committee of the Chinese People's Political Consultative Conference, summed up 5 points of experience, of which at the enterprise level: seize the pure electric drive development opportunity of "lane change and overtaking"; maintain strategic determination, adhere to a blueprint to the end; and build an enterprise-based innovation system.
Judging from the performance of the past decade, especially in the past two years, BYD is the practitioner of these three points of experience.
On March 15, 2020, BYD established Fordy Company, including 5 co., LTD. including Fordi Battery, Fordi Vision, Fordi Technology, Fordi Power, and Fordi Mold. Independent Fordi has more autonomy and accelerates the research and development and promotion of core components of new energy vehicles.
On March 29, 2020, BYD announced the launch of "blade batteries". Blade batteries are produced by Fordy Batteries for high safety, pass rigorous needle punch testing, and combine long life with long endurance. Blade batteries are first installed on Han EV models and subsequently supplied to the outside world.
On July 24, 2020, Fordy Power released its new fuel power brand "Snap cloud" and its first 1.5TI high-power powertrain. The powertrain was first mounted on the BYD Song PLUS.
On January 11, 2021, the BYD DM-i Super Hybrid was officially released.
With the characteristics of ultra-low fuel consumption, quiet and smooth, excellent power, reducing endurance anxiety, approaching traditional fuel vehicles in terms of convenience of use, and breaking through the dual bottlenecks of infrastructure construction and battery technology, BYD is reshaping the competitive relationship between plug-in hybrid vehicles and fuel vehicles.
BYD said that its super electric hybrid system has a low power loss fuel consumption of 3.8L/100 kilometers, which can be fueled and electric, and the comprehensive cruising range exceeds 1200 kilometers.
On September 8, 2021, BYD e Platform 3.0 was also officially released. The e-platform is a new platform built by BYD for its new energy products, and BYD has given it the positioning of "technology platform". Its goal is to "create a smart electric car that closes its eyes and buys a car and drives it with confidence."
As the first mass-produced model of the e-Platform 3.0 and the first model of the Marine series, Dolphin's sales exceeded 10,000 units for the first time in December 2021, reaching 10,016 units.
Relying on DM-i super hybrid, e-platform 3.0, blade battery and other leading technologies, BYD has successfully built a technical moat in the new energy vehicle market.
This shook overseas.
PK Tesla
As a mid-to-high-end model with an average transaction price of more than 250,000, BYD Han has become one of the few medium- and large-sized cars in the domestic auto market that can compete with Tesla, BBA and Chinese brands head-on.
On April 1, 2022, Elon Musk, CEO of Tesla, the world's electric car pioneer, tweeted that Tesla will switch from batteries to hydrogen in 2024, and the first fuel cell model was named Model H. He also admitted to his misconceptions about hydrogen-fueled vehicles.
Could it be a major turning point for Tesla?
Musk deleted Twitter shortly after, suggesting that it was more like a joke by the usually mischievous Iron Man on an April Fool's Day.
In fact, Musk has never been optimistic about the hydrogen energy technology route, nor is he optimistic about Wang Chuanfu and his BYD, who are almost synchronous with him in building cars and new energy vehicles.
In Musk's mind, Tesla is positioning high-end electric vehicles from the beginning, and it is Apple in the car, leading in intelligence.
BYD began to build cars in 2003 when it took the civilian route, cutting into the entry-level fuel vehicles that chinese people can consume and enjoy, although it was later positioned as a leader in new energy vehicles, but the silicon valley technology giant has never looked at detroit full of gasoline.
Five years ago, Musk publicly stated in an interview that BYD's products sucked and were useless except for batteries.
In the face of such confusion and questioning, BYD Wang Chuanfu, who is known as a "technology maniac," "car maniac," and "subversive," responded: "I can build a Tesla in minutes."
In July 2020, BYD Han, which aims to target tesla Model3 and position pure electric medium-sized sedan, is listed, equipped with BYD's self-developed lithium iron phosphate blade battery, and has three endurance versions of 506km, 550km and 605km, equipped with BYD DiPilot intelligent driving assistance system and DiLink 3.0 intelligent network system.
BYD Han can be said to be BYD's "top work" for intelligent and connected vehicles, and its monthly sales exceeded 12,000 units in the fifth month of listing , December 2020.
In 2021, the flagship model of the Dynasty car series, Han, continued its usual hot trend, selling 13,701 vehicles in December 2021, and sold more than 10,000 units in a single month for 6 times, and 117,000 vehicles in the whole year, ranking first in the sales list of medium and large cars of Chinese brands.
BYD Han, inheriting the ingenuity of China's manufacturing industry and the advantages of the whole industry chain of new energy, integrates cutting-edge technology and new materials, and achieves a new benchmark for the safety, performance and luxury of new energy vehicles, and constantly refreshes and creates the record of high-end cars of Chinese brands.
On April 10, 2022, the new Han EV that will be listed will continue to use the dragon face design language, the color tone will shift from luxury to sport, the length is 4995 mm, 15 mm longer than the current Han EV's 4980 mm, the body size is comparable to the Tesla Model S, equipped with a 12.3-inch full LCD device and a 15.6-inch suspension rotary central control screen, and the maximum cruising range is 610 km and 715 km, which is significantly improved compared to the current model.
Among them, the Han EV series breakthrough to create 715km pure electric endurance; Han DM-i oilable and electric, opening a new era of "4.2L+1300km" for medium and large sedans; Han DM-p has led the "3.7s+5.2L" hard power of medium and large sedans to a new height with subversive performance.
At the same time, the HanEV Qianshancui Limited Edition will also debut to redefine the flagship of Chinese cars to a new height.
Previously, BYD released the destroyer 05, 2022 Song MAX DM-i, Han DM-i, Han DM-p, Tang EV and other blockbuster models.
Not only that, BYD's new Tang EV will be pre-sold in late April and listed in mid-May, with a pre-sale price range of between 300,000 and 350,000 yuan. Its high-performance model is equipped with 180kW and 200kW front and rear dual motors, breaking the 100 in 4.4 seconds. Some models provide 108.8kWh lithium iron phosphate blade batteries, the maximum cruising range of the two-wheel drive version of the CLTC is 730 kilometers, and the maximum mileage of the clTC of the four-wheel drive version is 635 kilometers.
Among the 300,000 yuan pure electric SUVs, the current STANDARD 7-seater and the new STANDARD 6-seater (optional 7-seater) BYD Tang EV have no direct competitors for the time being, while the Tesla Model Y only has a 5-seat model.
2022 is a big year for BYD Auto's products and market.
Since the beginning of the year, BYD has continued to take advantage of the momentum, with sales of new energy vehicles exceeding 180,000 units from January to February, a five-fold increase year-on-year.
In January, BYD won the first place in the world's single-month sales of new energy vehicles.
In February, in the monthly list of domestic passenger cars, BYD ranked among the top two in the country for the first time, achieving a good start.
In March, BYD sold 104338 vehicles, including 53,664 EV pure electric models and 50,674 DM plug-ins. This year, the year-on-year growth rate remained above 300%.
Behind the beautiful growth curve is BYD's adherence to the green dream for 20 years.
Behind the first suspension of oil vehicles is BYD's dedication to technological innovation from batteries to cars, from electrification to intelligence.
This heralds the arrival of a new era of automobiles.
This article was originally produced by Automotive Business Review
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