The only thing that can stop BYD is GAC Toyota

Affected by the Shanghai parts supply chain, whether it is an independent brand or a joint venture brand, the performance of the vast majority of Chinese car companies in April will not be good, and perhaps only BYD can continue to develop at a high speed.

Caambiz expects national vehicle sales in April to be 1.171 million units, down 48.1% year-on-year, and the total sales volume in four months is expected to be 7.68 million units, down 12.3% year-on-year.

BYD, which has just announced the suspension of fuel vehicles, continued to sell more than 100,000 units in April to 106,042 units, an increase of 313.22% year-on-year, and the total sales volume in the four months was 392,371 units, an increase of 387.94% year-on-year.

GAC Toyota, which has just released its new all-electric SUV bZ4X, sold 68,528 units in April, down 7.27% year-on-year, and sold 315,534 units in four months, up 15.16% year-on-year.

At first glance, GAC Toyota's 310,000 vehicles compared to BYD's 390,000 vehicles, there is a sales gap equivalent to one month, why is it that only GAC Toyota can stop BYD?

Let's take a look at the sales of byBYD and GAC Toyota in April:

BYD: Han and Tang's monthly sales exceed 10,000 vehicles, Qin and Song's sales exceed 20,000 vehicles, and Yuan and Dolphin also exceed 10,000 vehicles, each model is a blockbuster best-selling model.

GAC Toyota: The monthly sales of Xena and Highlander are at the level of 5,000 units, the Camry and Willanda are more than 10,000 units, and the sales of the three high-end flagship models account for more than 39%, and the full range of models continues to sell well.

BYD has gained an exclusive leading edge in new energy vehicles by virtue of its self-developed three-electric technology, and now BYD has a nationwide production capacity layout and unique supply chain, and finally has a global, all-weather production capacity.

For GAC Toyota, backed by the Japanese supply chain built by Toyota, around the main engine factory are Japanese parts manufacturers such as seats, sheet metal parts and wheel hubs, coupled with TNGA architecture and structural reforms, concentrated in five factories in Nansha, Guangzhou, to create a flexible production system.

BYD, which discontinued the production of fuel vehicles, has embarked on the fast track of the development of new energy vehicles with DM-i plug-in hybrid and EV pure electricity, and has become a new business card of China's automobile industry.

In May 2021, the production scale of 1 million new energy vehicles was achieved, and in less than a year, the cumulative sales volume has now exceeded 1.9 million.

With new plants put into operation, capacity climbs, and new brands and models are launched, BYD is expected to hit the production and sales target of 2 million vehicles in 2022, and the next BYD is expected to wait longer than expected.

In addition to China's exclusive "Zhi Xuan" series of models, GAC Toyota will realize the full oil-electric hybridization of existing models this year, which can be said to be comfortable in meeting the double integral standard.

The annual growth rate continues to outperform the market, Xena and Highlander create the status of a god car, and camry re-enter the top spot in mid-to-high-end car sales.

With the fifth plant with a capacity of 200,000 coming into operation, GAC Toyota will complete its capacity planning for one million vehicles, and the TNGA architecture can accelerate the introduction and production of Toyota's global models. At the same time, GAC Toyota is launching groundbreaking large-scale marketing and promotional activities in order to win more existing users.

Unlike tesla and Weilai and other new car manufacturers released data is delivery, BYD and GAC Toyota and other traditional car companies published data are wholesale volume or terminal sales, the shortage of parts supply more directly affects production and delivery, so the decline in Sales in April may be missing the East China market sector.

With the recovery of the parts supply chain in East China and the reopening of the market, this missing piece is expected to gradually recover, and the rumored Second Factory of Tesla is an important symbol of the restart of the East China market.

From the shortage of chips causing global car companies to stop production and reduce production, to the sharp decline in sales in April caused by emergencies, whether it is to rearrange the parts supply chain, or to re-recognize the significance of inventory, or to deepen and broaden market coverage, it will have an immeasurable impact on the entire automotive industry.

BYD and Toyota both have a unique "quasi-in-house" parts supply chain, and the cooperation between the two sides in the field of electric vehicles will also officially bear fruit within the year, in addition to the vehicle electric platform, will the two sides reach cooperation at a deeper level and in a wider range?

Ocean Network is about to fully explode, depression and new brands are about to reshape the autonomous luxury car market, before that, with the Dynasty series of models alone can achieve 3 times the growth; after this, BYD's market prospects will be immeasurable.

After the intensive introduction of the new Highlander, Xena, Weisa and Fenglanda, GAC Toyota, which has no more new models, will rely on these four new models for the increase in 2022, of course, the bZ4X and the new Highlander fuel version, which is enough to bring 200,000 vehicles and achieve the goal of 1 million production and sales.

The ultimate goal of BYD and GAC Toyota is indeed FAW-Volkswagen, which is far ahead in sales in the Chinese market, and BYD's goal of 2 million yuan will soon catch up with Volkswagen's footsteps, while GAC Toyota is on the eve of an outbreak.

The only thing that can stop electric BYD is the hybridIZATION of GAC Toyota, and the only thing that can affect the sales of these 2 million and 1 million vehicles is nothing else, and only the production capacity limit.

This is the ultimate battle between oil-electric hybrid vehicles and electric vehicles.