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Swinging a knife means saying goodbye to the past and waving to the future.
Author 丨 Cui Liwen
Responsible editor 丨 Yang Jing
Edit 丨 Chic
In April, the sound and heat of the entire automotive industry must belong to only one company - BYD. As the chairman of the board, Wang Chuanfu finally made up his mind to "swing the knife" and turned to his traditional fuel vehicle plate that has undergone more than 19 years of ups and downs and iterative development.
If the official acquisition of Qinchuan Automobile on January 22, 2003 was the starting point of this brand's dream, then on April 3, 2022, the choice to wave goodbye to the past can already be seen as its starting point before a new track and a desperate sprint.
As for the official statement, the content is very concise.
According to the company's strategic development needs, BYD Automobile will stop the production of fuel vehicles from March 2022. In the future, in the automotive segment, BYD Automobile will focus on pure electric and plug-in hybrid vehicles. At the same time, BYD Automobile will continue to produce and supply fuel vehicle parts, provide continuously perfect service and after-sales guarantee for existing fuel vehicle customers, and supply spare parts throughout the life cycle to ensure worry-free travel. ”
As a bystander, the more noteworthy focus is on: with the announcement, IT means that BYD has become the "world's first" car company to make the above decision.
Compared with Volvo, Jaguar, Volkswagen, Audi, Ford, Honda and other giants who have also announced nodes, but are still frantically absorbing the remaining dividends of the traditional fuel vehicle market, 5-10 years ahead of schedule.
From now on, without any water, BYD has completely confirmed the title of "China's new energy leader". Looking deeper, this is more like a decisive "swing of the knife" after waiting for the time to be ripe.
1
Meaning outweighs effect
In fact, as early as yesterday afternoon, Zheng Yu, assistant general manager of BYD's automobile brand and public relations, had seen the news released by Zheng Yu, assistant general manager of BYD's automobile brand and public relations: "We will release the March production and sales express, which will have important information. However, at that time, it was not expected that the reference would be the official announcement of the suspension of fuel vehicles.
Soon after, when the results surfaced, it was like a "king fried" that quickly detonated the entire industry and appeared on the hot search, triggering a fierce discussion among everyone. Overwhelming news and articles are also sweeping the front page headlines of major portals and WeChat public accounts.
At this moment, after a night of precipitation and fermentation, I want to use a more and more calm point of view to talk about the trade-offs and thinking behind BYD's decision.
First, you need to specify a set of data.
From 2019 until 2021, the number of insurance vehicles on the terminal of its fuel vehicles was 217,617, 214,518 and 193,998 respectively. It can be seen that it is basically maintained near the relatively considerable average of "200,000 vehicles".
Among them, the main quantitative support is BYD F3, Song Classic and Song Pro. But in the first two months of 2022, the situation began to change, and its fuel vehicle sales plummeted, to only 8,813 and 3,464 respectively.
The reason is that since september 2021, the official suspension of F3 has disappeared, and the main sales models in the low-end market segment have disappeared. The two fuel models of the Song family, with the successive arrival of the Song Plus DM-i and The Song Pro DM-i, the demand is also rapidly declining.
In other words, BYD's choice to make an official announcement at this moment has long been traced. The point of providing greater confidence support for it is also concentrated in the fact that a variety of products launched by the DM-i hybrid sequence, regardless of technical maturity, manufacturing cost, terminal pricing, and user reputation, have achieved multi-dimensional success, and have a direct "flat" fuel vehicle posture.
So it makes sense.
At the same time, the suspension of these models, especially after learning that the current DM-i accumulated orders of about 400,000 vehicles, can already be firmly believed that it will not have any substantial impact on THE SALES SIDE and THE ECONOMIC REVENUE SIDE OF ATD.
On the contrary, it can promote the further rise of its brand image and average product price, and also enable potential consumers to pay more attention to and focus on its new energy sector. It can be called "more than one thing".
As the subtitle of this paragraph states, "meaning outweighs effect" may be the most appropriate description of this matter. But as the world's first, we still have to give BYD enough flowers and applause. What it has done has also made a good demonstration for other car companies in the industry.
When the tide of electrification comes, the pace of new energy transformation may come faster than imagined. For most brands, innovating and iterating in parallel with full hybrid and pure electricity may be a more secure and feasible route.
In the past 19 years, BYD has been more like a solid foundation, and finally there is this year's electric vehicle travel 100 people meeting, Wang Chuanfu's speech: "We rely on subversive technologies such as blade batteries, DM-i super hybrid, e-platform 3.0, etc., adhere to the pure electric and plug-in hybrid two legs to walk, ushered in the outbreak of technology, products and markets." ”
Yes, in this era, there is no greatness that can be achieved overnight, and some are just big gambles and perseverance after the hard work.
2
Monthly sales of 100,000, more important
Perhaps, it is similar to "Blockbuster! THE TITLE OF BYD BECOMING THE WORLD'S FIRST COMPANY TO STOP SELLING FUEL VEHICLES IS too eye-catching, and most people have focused their attention on it.
But in my opinion, compared with the previous one, its monthly sales officially exceeded the 100,000 mark, which is precisely the key factor that led to its real determination.
Without further ado, go straight to the results. According to the official report card, BYD sold 104,338 passenger cars in March, an increase of 160.9% year-on-year. Among them, DM plug-in and hybrid new cars sold a total of 50,674 units, a year-on-year surge of 615.2%. A total of 53,664 new EV units were sold, up 229.2% year-on-year.
In terms of specific models, BYD Han sold a total of 12,359 vehicles, while BYD Tang sold 9,625 vehicles. Driven by the Qin PLUS DM-i and Qin PLUS EV, the Qin family sold 24,797 vehicles in March, and the Song family and the Yuan family sold 26,729 vehicles and 12,881 vehicles respectively. As for the BYD Dolphins, it also delivered 10,501 vehicles in March.
It is undeniable that under the impact of many unfavorable factors such as the intensification of the epidemic, the shortage of chips, the pressure on the supply chain, and the soaring price of power battery raw materials, being able to hand over such an answer sheet can already prove BYD's own ability to resist risks, as well as the maturity and improvement of the entire system.
More importantly, with the introduction of DM-i hybrid technology, it can be seen that BYD has abandoned the ultimate pursuit of power and acceleration, and has refocused on the lowest possible energy consumption performance and economy in the process of using the car. And the choice after thinking and making trade-offs in this way has already received good feedback.
At the same time, after communicating with other friends in the industry who are also working on similar routes, it is found that the biggest power of DM-i itself, in addition to the technology itself, can make the price of the entire system so low, which is beyond expectation.
To some extent, it is close to the competitors of the same level of fuel vehicles, or even lower. This approach also allows BYD to be located in the entire plug and mix market, setting a "hard threshold" that is difficult to cross. In the process of visiting BYD's terminal stores, it was learned that the current pick-up cycle of all DM-i products in Shanghai needs more than 4 months, and the degree of popularity is needless to say.
In contrast, in the pure electric sector, blade batteries have undergone tests in the past few years, proving that their key indicators do not lose the average level of the industry, and have certain advantages in safety, cost and manufacturing. The products hatched have also gained the recognition of many users.
However, it must be admitted that compared with the fierce development of its own mixed plate, perhaps limited by the siege of Tesla and many new forces on the market, BYD has not yet ushered in the greater bloom and harvest of imagination. Therefore, it can be seen that this year's similar upcoming "seals" have to do their best to change the current situation.
In the "intelligent" sector, which has been criticized from time to time, from the establishment of a joint venture with Momenta in December last year, to the strategic investment in LiDAR company Sagitar Juchuang, to the choice of Baidu as an intelligent driving supplier in February this year, to the announcement of a new generation of models using NVIDIA Orin chips in March this year, to cooperation with Huawei MDC, including investment in domestic autonomous driving chip company Horizon.
In the face of various measures, although it has not yet sorted out a relatively clear intelligent development context, it can feel BYD's determination to recognize the shortcomings and want to break the stereotype.
This year, with desche well as a number of new products under the independent high-end brand that has not yet been unveiled, they have landed one after another, and a "rush up" battle has slowly opened. In this process, it is also inseparable from "intelligence" as the biggest driving force behind it.
At the end of the article, I would like to talk about a topic that will continue to be continued and updated: in 2022, how much do you think BYD's final sales will reach?
For reference, in the first quarter just this past, Tesla delivered a total of 310,048 new cars worldwide, and according to Musk's disclosure of growth expectations, the full-year sales target may be 1.5 million. Byd, on the other hand, sold 291,378 new vehicles in the first quarter, which is very close, and its full-year sales target, in terms of the growth trend it is showing at this moment, is also 1.5 million units.
There is no doubt that it is very fortunate to be able to witness two new energy vehicle companies with very different personalities and different development paths at the same time, and to work together to impact the same milestone that can create history.
In Wang Chuanfu's eyes, according to the development rate in 2021, the penetration rate of new energy vehicles is expected to reach 35% in 2022. It cannot be imagined that as long as the production capacity level can be more abundantly guaranteed, will BYD finally achieve a counterattack on Tesla at the sales level after waving goodbye to fuel vehicles? After successfully crossing the 1.5 million vehicle mark, moving towards higher goals?
1.7 million vehicles? 2 million vehicles?
Article from: One Sentence Review
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