There is no doubt that among the current independent brands, the only car company that can confront the joint venture brand at the sales volume, product direction and other levels is BYD. It is not that BYD's products are expensive, but that on the whole, BYD, as an independent new energy vehicle company, has reached the first level in monthly sales, and after the suspension of fuel vehicles, BYD's high efficiency is completely oriented to the future direction of new energy vehicles. That is to say, as an independent brand that has completely transformed into a new energy vehicle manufacturer, it has stood with the domestic head joint venture brands at the sales level.
Judging from the terminal sales data released by the Association of Automobile Associations in March, BYD's sales in the month were 103229 vehicles, ranking third in the domestic market, second only to FAW-Volkswagen's 126131 and Changan Automobile's 120437 vehicles, FAW-Volkswagen's sales have certainly been very strong, and Changan Automobile's sales seem to have always been "big and small months", that is, high sales in one month, low sales in the next month, and changan Automobile's monthly sales ranking in February is 7th. Therefore, from a general point of view, the current BYD can completely confront a number of joint venture brands in terms of sales, and it is not too much to say that BYD "single-handedly" the joint venture brand.
Of course, what is more important is that BYD's strong rise in 2021 and 2022 represents a new possibility and direction, that is, in the era of new energy vehicles, independent brand manufacturers and domestic cars really have the opportunity to achieve curve overtaking or lane changing overtaking of joint venture brands. Nowadays, whether it is a hybrid model or a pure electric model, the real sense of the joint venture brand and the joint venture car are basically a mess, and they do not have the ability to compete with independent new energy brands with the advantages of BYD, at least for now.
Of course, everyone also knows that BYD can rise rapidly in the new energy vehicle market within one or two years, in addition to its core technology level such as batteries and electronic controls for many years, there is also an important reason, that is, BYD chose the right track.
In the past few years, the domestic automobile market has risen an electric trend, that is, many independent brands have entered the pure tram market with one brain, and even in order to shorten the product research and development cycle, some fuel vehicles have been transformed into electric vehicles through the way of "oil to electricity". At that stage, it seems that all independent brands believe that the future fuel vehicles can be directly switched to pure electric vehicles, but everyone also knows that at that time, in fact, most of the independent brands were intoxicated with pure electric vehicles, just to get more new energy vehicle subsidies, in the past one or two years, the domestic new energy vehicle subsidies have been greatly reduced, and most of the pure electric vehicles of independent brands have disappeared.
However, BYD's idea seems to be different from many independent brands, when independent brands collectively impact pure trams, BYD is simultaneously in the direction of hybrid vehicles and pure trams, and at that time, the subsidies that can be obtained for the development of hybrid vehicles are very small. It is in this context that BYD hybrids and pure trams walk on two legs, which has a sales performance that looks very high today.
In fact, half of the current BYD market sales, is the DM series hybrid model, to put it bluntly, is the DM-i supermix series, before BYD in the price range of 10-20 million yuan, launched the Qin PLUS DM-i, Song PLUS DM-i two supermix models, after the listing, with the product setting that takes into account the respective advantages of pure trams and fuel vehicles, it has quickly won the recognition of consumers at the market level, and these two quickly jumped to the forefront of their respective market segments. Many consumers still have to wait a long time to pick up their cars.
It can be said that BYD uses these two supermix models to provide a new idea for the transition period from fuel vehicles to pure trams, and of course, it has also greatly innovated the technical route of the joint venture brand hybrid vehicles, making the hybrid more practical and cost-saving.
However, BYD's supermix series models sell better and better, and after the sales of many joint venture brands are suppressed, the first to "fight back" is not the joint venture brand, on the contrary, after seeing BYD verify the feasibility of the hybrid route, independent brands quickly joined the ranks of "beating" BYD! Since the second half of 2021, a large number of independent brands have begun to exert efforts in hybrid models, including Changan, Great Wall, Geely, GAC Trumpchi and other brands, which did not exist at all before BYD's supermix series models were sold.
When BYD's supermix series fire, in a short period of time have followed up, giving people the feeling that they are impatient to get a piece of the pie, and from the product level, many models and technical parameters are benchmarked AGAINST hybrid series, which we look at the data of these independent brand hybrid models, the results are clear at a glance. Many models are the same as BYD's supermix series, with a certain pure electric mileage, but also have a relatively low level of fuel consumption, from the product idea, basically the same.
In the past many years, there has always been a situation in the domestic automobile market, that is, homogeneous competition and "mutual killing", after a new technology came out, independent brands have rushed to the top, from the current many independent brands collective force mixing this matter, this situation has not changed. Independent brand "nest horizontal" is still the mainstream way of competition, independent brands grow into international brands, truly realize the go out, there is still a very long way to go!