Author: Gong Jinhui
From March 15th to 17th, the China Electric Vehicle 100 Forum (2024) was held in Beijing. Among them, as the head of the most successful new energy vehicle manufacturer in the mainland, Wang Chuanfu's speech is particularly eye-catching.
I summarize Wang Chuanfu's views in two sentences: first, the general trend of traditional oil vehicles has gone, and the penetration rate of new energy vehicles may exceed 50% or even higher in the next three months, forming a dominant position in the market;
At first glance, Wang Chuanfu's views are unremarkable, but after digging deeper, you will find that it is not simple at all. It not only reflects his in-depth insight into the development trend of the industry, but also highlights the direction that BYD, as a doer, has always adhered to, which is the secret of BYD's continuous breakthrough and leadership.
First of all, the penetration rate of new energy vehicles, according to Wang Chuanfu, the penetration rate of the new energy vehicle industry has exceeded 48.2% last week, and if it continues to develop, it may exceed 50% or even higher in the next three months, representing a dominant position in the entire automobile market. No one doubts the authenticity of the data, the reason is simple, the general trend of new energy vehicles has long become the consensus of the industry.
Therefore, you will see that there are fewer and fewer new fuel vehicles today, on the other hand, new energy vehicles continue to innovate, covering plug-in hybrid, extended range, pure electric and other different forms of energy, and the new frequency is about to catch up with consumer electronics such as mobile phones, which makes people overwhelmed and become the main force of the market just around the corner. At the node of oil and electricity switching, BYD is undoubtedly the most eye-catching player, and in just one year, it has achieved a leap from "oil and electricity at the same price" to "electricity is lower than oil".
Just after the Spring Festival holiday, BYD launched N glorious models one after another, and "good price and better quality" is the confidence of its positive hard fuel car. Taking the Qin PLUS Glory Edition as an example, the price starting at 79,800 yuan is more competitive and sincere than that of fuel vehicles of the same level, which is a price that people can't refuse. At the same time, with the blessing of DM plug-in hybrid, it can meet the multi-dimensional needs of family car users in an all-round way, and has become the first choice for fuel vehicle users to switch to new energy.
It is not difficult to see that when BYD sacrifices the killer move of lower electricity than oil and stronger than oil, and covers all price segments, it means that it will no longer show mercy to fuel drivers and launch a comprehensive general attack. BYD, which plays a leading role, will become one of the biggest winners.
Speaking of vehicle intelligence, if the first half of new energy vehicles is electrification, then the second half is intelligent. I don't know if you have noticed, in the past one or two years, major car companies, especially new car-making forces, have been competing for the number of intelligent driving cities and the experience of intelligent cockpits. However, in BYD's view, the current industry equates automotive intelligence with intelligent cockpit and intelligent driving, resulting in a narrowing of the concept.
At BYD's 2024 "Dream Day" 2 months ago, Wang Chuanfu made a final decision, bluntly saying that vehicle intelligence is the real intelligence, and released BYD's vehicle intelligence strategy, pursuing the integration of electrification and intelligence, and investing 100 billion yuan. He believes that only by laying a good foundation for electrification can new energy vehicles build intelligent high-rise buildings.
From the successful development of the pure electric sedan F3e in 2006 to the launch of the blade battery in 2020, BYD has laid a solid foundation for electrification development. In the second half of intelligence, BYD followed the concept of "no speculation concept, no gimmick", and successively launched DiLink intelligent network system and DiPilot intelligent driving assistance system. Based on this, BYD was able to release technologies such as Yi Sifang, Yun Yuan, and DMO, which are all products of the integration of electrification and intelligence.
This is not over, BYD also released the industry's first intelligent architecture of intelligent and electric integration - Xuanji architecture, breaking the inherent framework of vehicle control, intelligent cabin and intelligent driving, providing a safe and efficient system interactive experience, producing the effect of "1+1>2", which will lead the development direction of intelligent new energy vehicles. Behind BYD's intelligent blockbuster, it is inseparable from the blessing of engineer culture, it has more than 90,000 engineers, and is the car company with the largest number of R&D personnel in the world. It is under the stubbornness of the engineer group that he can shout "the whole vehicle is intelligent, only BYD can do it".
"The wheels of the times are rolling forward, any industry is from 0 to 1, from 1 to 100 development process, we work together to promote the better and faster development of new energy vehicles. Wang Chuanfu said. Obviously, BYD is ready, and it will act vigorously, and the future can be expected!