Editor-in-Chief | Zhang Kehuan
Edit | Zhang Li
Author | Qin Yiyong
Reports from The GreatAuto
This Qingming Festival, a big thing happened in the car circle:
BYD announced that it will stop production of fuel vehicles from March 2022. Fully focused on pure electric and plug-in hybrid vehicles.
The implications are self-explanatory.
You know, in the matter of "stopping production fuel vehicles", BMW, Toyota, Volkswagen and other familiar international celebrities have expressed their determination in the first two years to stop selling fuel vehicles in 2030, 2035 or 2040. At that time, as a melon-eating masses, we still wondered a little: "Is it too fast?" "Who will be the first to eat crabs?" ”...... Today, it seems that we are still too young, and the pace of the traditional fuel vehicle business withdrawing from the historical stage is faster than imagined.
What is even more surprising is that the first person to hand in the papers this time is not "someone else's child", but BYD.
I have to say that in creating surprises for users and scaring opponents, BYD is as "bad" as ever, and as always, full of the strength of the science and engineering man's muffled voice.
BYD took the lead in self-revolution, and other independent brands naturally had to show their attitude: Changan and BAIC also planned to stop the production of traditional fuel vehicles in China in 2025. It is also one step faster than foreign brands, as for why? Let's take a closer look at it later.
It seems that the new round of fuel car knockouts is going to accelerate.
"Excellent Student" in the Development of New Energy Vehicle Business
BYD holds the advantage of "no one has me"
Now, with the issuance of black and white, BYD finally has full confidence to say: "I am a 'pure' new energy vehicle company."
Of course, the reason why BYD dares to take the lead in cutting off the fuel vehicle business also has its "special reasons", including a "no one has me" and an extremely important advantage, that is, its own fuel vehicle business is close to "none".
According to the data, bydir's total sales of passenger cars in 2021 will reach 730,000, of which about 600,000 are new energy vehicles, accounting for 82%. In February this year, BYD's sales of fuel vehicles were only 2,000 +, compared with its sales of nearly 90,000 new energy vehicles, which can be said to be a dime.
On the other hand, BYD's new energy vehicle business is booming, and its sales in March exceeded 100,000 units for the first time (up to 104,300 units), winning the first place in China's new energy passenger car sales in March, which is also BYD's monthly sales championship for ten consecutive months.
It is worth noting that among the 100,000+ new energy vehicles sold by BYD in March, the sales volume of DM plug-in and hybrid models was 50,600 units, an increase of 615.2% year-on-year; the sales of EV pure electric models were 53,600 units, an increase of 229.2% year-on-year. The development of the two main sectors can be described as quite balanced, and BYD's "walking on two legs" strategy has achieved remarkable results.
This also means that the contribution value of BYD's fuel vehicle business in brand development has been pitifully small, and the new energy vehicle business is in the stage of capacity climbing, which is not stopping at this moment, and when will it stay? Besides, the sense of existence of BYD fuel vehicles has always been very low, and after cutting, it can also free up more resources and space for the development of the new energy vehicle business, why not enjoy it?
BYD's progress in the field of new energy vehicles in recent years is obvious to all, and some people attribute it to "BYD is the Dongfeng that has caught up with the rapid development of this round of new energy vehicles." Admittedly, this is true, but "Tianshi" is fair to any car company. Behind the rise of BYD, in addition to the courage and boldness of the original way (vigorously developing the new energy vehicle business), the core is the precipitation in the core technology field for many years, and there is today's outbreak in the two major sectors of plug-in mixing and pure electricity.
The technical origin (into) cause (effect), which will not be repeated here.
We just need to know: no one can succeed casually.
Discontinued fuel vehicles
China's "BYDs" are obstructive and long
However, not everyone can be so free in the matter of discontinuing fuel vehicles.
Geely, Chang'an, Great Wall and other independent brands want to achieve their goals on schedule, they will have to experience more pain. After all, if you want to successfully normalize the new energy vehicle business, you must gradually withdraw from the traditional fuel vehicle business. The fact is that at present, the traditional fuel vehicle obligations of many car companies still occupy an absolute dominant position.
According to the data, Geely Automobile sold 1.328 million vehicles in 2021, of which the sales of new energy vehicles exceeded 100,000 units, accounting for only 7.5%, lower than the industry average of 14.8%. However, the year-on-year growth rate of up to 177.3% still allows us to see the future of the industry's big brother's upgrading and transformation.
In addition, Great Wall Motors sold 1.281 million units in 2021, of which 137,000 units were new energy vehicles.
Moreover, from the current perspective of the entire automotive industry, fuel vehicles are still the main business and main source of income of major traditional car companies, and it is obviously unrealistic to want to give up the fuel vehicle business soon.
It is not difficult to see that although the development of the new energy passenger car industry is booming, the transformation of traditional automobile brands is still obstructed and long, and the arrival of the era of new energy vehicles for the whole people will still take time.
The market is good
The independent brand "cornering overtaking" machine cannot be lost
In the current field of new energy vehicles, the new forces of car manufacturing are rising stars that cannot be ignored. Among them, Tesla is a ride in the field of pure electric vehicles. However, domestic brands are also stepping forward in this field that is expected to achieve "cornering overtaking" for foreign brands.
Here, I have to mention BYD again.
In the total sales of new energy vehicles in 2021, BYD is infinitely close to Tesla and sits in the second position in the world. In the list of the top ten sales of new energy vehicles in February 2022, BYD accounted for almost one-third of the market share. What is more interesting is that BYD and Tesla invariably set the sales target for 2022 in the range of "1.5 million vehicles and 2 million vehicles", which has the meaning of close hand-to-hand combat, which also reflects the strength and confidence of today's domestic brands.
In addition, the new domestic car-making forces such as "Wei Xiaoli" have just grown up, and they are also constantly impacting the status of Tesla's leading boss. GAC Aeon's sales exceeded 120,000+ in the past year, once again playing a shot in the arm for traditional car companies transforming their new energy vehicle business.
It can be said that today's domestic automobile brands are ready to continue to lead in the field of new energy. This is also the reason why the aforementioned domestic brand fuel vehicle suspension timetable dares to be faster than that of foreign bigwigs.
Now, with BYD taking the lead in firing the "first shot", how will domestic brands follow suit and "support" with practical actions? In the face of a powerful opponent, can we finally win this once-in-a-century encounter? The battle behind will be even more exciting.
Automotive views:
Seeing the discomfort shown by some traditional car companies (including joint venture brands) in the face of the rapid and unstoppable trend of industrial upgrading, and looking at BYD's calm and calm today, it can only be said: Opportunities are always left to those who are prepared.
If you want to achieve a leading position in the field of traditional fuel vehicles, especially in the field of high-end fuel vehicles, it is not realistic or so important. Now, BYD is leading the way, and the rest is left to the people with lofty ideals to give it a go.
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