Today, the market pattern of domestic electric vehicles is similar to that of smartphones. The mobile phone is divided into fruit powder pie and pollen pie, and the two groups of fans are fighting for who is "far ahead".
Electric vehicles are also divided into Di Fan Pi and Special Fan Pi. Recently, two groups of fans have quarreled over "who is the sales champion of new energy vehicles last year".
Tesla and BYD fans have each announced that the brand they support is the global new energy vehicle sales champion in 2023.
As the saying goes, there is no first in literature, and there is no second in martial arts. There is only one champion, and there must be a lie between special fans and Di fans.
Who is it?
Let's start with the conclusion: the special fan lied. Note that it is a fan, not a brand, and the sales data released by Tesla are all real, but they have been interpreted one-sidedly by some special fans.
According to the data released by Tesla, a total of 1.81 million pure electric vehicles will be sold in 2023, with the Model Y becoming the most sold model in the world. The official also deliberately added a sentence "most" here without a definite "most".
Unlike some brands, which like to add a series of restrictions before "most", such as "models over 300,000", "medium and large SUVs", etc. Broken down in this way, Faraday can only sell 8 cars a year, and the self-proclaimed "global champion of 2 million deliveries in limited quantities".
Therefore, the Model Y's results are indeed very good, beating the Toyota Corolla, whether it is a gasoline car, an electric car, or a hybrid, it is the first in the world, without controversy and without flaws.
Looking at BYD, it sold a total of 3.02 million cars last year, of which 1.6 million were pure electric vehicles - not as good as Tesla's 1.81 million.
But BYD also sold 1.42 million hybrid vehicles, and with these additions, the total sales of new energy vehicles surpassed Tesla.
Some special fans will say: "Hybrid cars burn oil, can it also be called 'new energy'?"
Musk also ridiculed: "Hybrid cars are not new energy at all, it is a product that lacks confidence in the future and compromises with oil." ”
However, according to the classification of the mainland's "Automobile Catalog", hybrid vehicles are indeed classified as new energy, not only for us, but also for Germany and the United States.
To sum up, it is accurate to say that:
BYD is the global sales champion of new energy vehicles in 2023.
Tesla is the global sales champion of pure electric vehicles in 2023.
The Model Y is the best-selling model in the world in 2023.
If we look at the stock market, we will see that Wall Street is not satisfied with Tesla's results.
"The world's pure electric sales champion" and "the best-selling model" sound bluffing, but this is based on Tesla's sacrifice of gross profit margin. Moreover, the final sales of 1.81 million units are only the target of 1.8 million units that have just been achieved, so there are no surprises.
These circumstances made Tesla's stock fall by 4% immediately after the opening a few days ago, and 270 billion funds fled.
Again, you can question the morality of capital, but you can't question the vision of capital.
Although domestic fans look down on BYD, Musk is paying more and more attention to BYD.
Musk's attitude towards BYD has taken a 180-degree turn from "disdain" to "attaches great importance to it".
In 2011, an American presenter asked him what he thought of China's BYD.
Musk said: "I don't see BYD as a rival, you just look at their cars, it's not cool at all, it's not attractive." ”
In 2024, some netizens revisited the old matter in X, asking Musk what he thinks of BYD, in the face of sales, he did not dare to criticize BYD's cars anymore, but jumped out of the automotive industry, saying that Tesla is an AI company and BYD is not on the same track!
Musk is partly telling the truth. First of all, Tesla is not a hardware company, and the parts on the car are all purchased, not self-developed. Tesla's real criticism is the software system, intelligent cockpit, unmanned driving, automatic parking and other technologies.
From this point of view, Tesla is an AI company, not a car company in the traditional sense. But if the car manufacturing process is really not important, then why does Tesla build its own factory?
Special fans often say: Tesla has never won in word-of-mouth, and it has never lost in sales. Musk has also never lost in lip service, and he has not won in sales until at least last year.
Author: Jiang Zuo Youan