BYD's suspension of production of fuel vehicles is definitely a significant stroke in the history of China's automobile development. However, the suspension of fuel vehicles is also a new beginning for BYD, and what kind of picture scrolls are being written are waiting to be seen.
At the beginning of April, BYD New Energy took 100,000+ and announced the suspension of production of fuel vehicles, which caused a lot of fluctuations in the automotive industry.
At the beginning of May, BYD's 200,000th new car rolled off the production line. On the evening of May 3, BYD released its first new energy vehicle report card.
Again taking 100,000+
Sales of new energy vehicles in April 106042 units, an increase of 313.23% year-on-year and 1.11% month-on-month; cumulative sales from January to April were 392371 units, an increase of 387.94% year-on-year.
Correspondingly, BYD's new energy vehicle production in April 107478 units, an increase of 296.38% year-on-year; the cumulative output from January to April was 395008 units, an increase of 377.44% year-on-year.
BYD's production is almost equal to sales, in the context of most car companies to stop production and reduce production, BYD does not reduce but increases, taking production and sales of 100,000 +, against the trend; at the same time, fuel vehicles in April have no production and sales.
What does it mean to have produced and sold more than 100,000 units? Among the known sales of the new car-making forces, the total sales of Wei Xiaoli + Nezha + Zero Run + Extreme Krypton are 38,280 units, which is 2.5 times more than the sum of their total sales.
In March, BYD has jumped to the third place in the auto retail sales list; this time, IT can win the first place in domestic car sales with Its April sales, and it will be waiting to see.
Why rise against the trend?
In fact, before the official announcement of BYD's sales, many people on the Internet released the wind, "BYD's production and sales in April exceeded 110,000 vehicles, accounting for 10% of the market." For such news, there is no way to verify whether it is true or false, but it is really not much different from the actual number.
Affected by the epidemic, in April, the automotive industry ushered in a very difficult moment, and the automotive industry chain in Shanghai and Changchun, the two major auto cities, was facing a supply crisis. Models such as Tesla, Nio, Tank, Volkswagen, Toyota and other models have had to reduce production or even stop production.
However, BYD's two major production bases in Shenzhen and Xi'an are relatively "safe", coupled with BYD's integrated supply chain layout advantages, the impact is still relatively small. This judgment can be drawn from the fact that BYD's production has tripled year-on-year.
In fact, as early as May 1, BYD announced that the Han family's 200,000th new car rolled off the production line, and the disguised official Xuanhan family's sales volume exceeded 10,000 again that month; at the same time, it declared that Han became the "first Chinese brand car to achieve a " price" and double 200,000 + off the line.
In April, the BYD Han family expanded its lineup again, from one model to a family, including Han DM-P, Han DN-i, Han EV Genesis Edition, Han EV Qianshancui Limited Edition, the price range after comprehensive subsidies is 215,800-32.98 million yuan, which can meet the market's differentiated demand for new energy power.
BYD is invincible?
After announcing the suspension of production of fuel vehicles, BYD completely threw off the burden, and it has been a ride in the domestic new energy track. Although in the global market is not as good as Tesla, but the gap between sales in the first quarter and tesla is less than 30,000, according to the current situation, it is only a matter of time to surpass Tesla.
In addition, among the independent brands, Geely, Great Wall and Chang'an are temporarily in the charging stage and cannot pose a threat to them. The new car-making forces are not an order of magnitude with it.
Will be the top of the mountain, overlooking the mountains small. Isn't IT, BYD invincible?
Tesla is staring at the tiger.
To know that Tesla's biggest problem is the production capacity, Tesla China has stopped production twice in March. Be aware of Tesla CEO Elon Musk. Musk boasted that Tesla should be able to produce 1.5 million cars in 2022. BYD's sales target for 2022 is 1.2 million units.
Beware of Japanese brands "encirclement and suppression".
At present, the Japanese system is relatively weak in the electric vehicle market, and the strength is not enough to compete with BYD, but do not underestimate this car series, which can gain a place under the attack of German and American systems, which should not be underestimated.
In the face of the continuous pressure on the traditional fuel vehicle market, Japanese car companies such as Toyota, Honda and Nissan began to storm the pure electric vehicle market, and launched an unpaid trend against BYD (and Tesla) that were proud of the spring breeze in the new energy market.
First, Honda Motor held an online event for honda e:N brand night on April 25, continuing the two-car strategy and kicking off the offensive. The next day, Dongfeng Honda e:NS1 went on sale at a price of 175,000--218,000 yuan. Guangqi Honda e:NP1 will start pre-sale in May. Both the e:NS1 and e:NP1 were developed by young Honda Chinese engineers who are familiar with the Chinese market and customer needs.
Next, on April 28, Toyota Motor released the "two-vehicle strategy" offensive for electric vehicles, and FAW Toyota and GAC Toyota held a bZ4X pre-sale, and the pre-price after subsidies was 220,000-300,000 yuan. Based on the beV exclusive platform e-TNGA architecture, the bZ4X has a CLTC cruising range of up to 615km, and adopts a new model in design, production, marketing, service and user operation.
In addition to "two fields", Nissan is also accelerating the transformation of electrification, the previous launch of the Xuanyi pure electric market performance is not satisfactory, Qijun three-cylinder hybrid is also folding sand, so Nissan also released a pure electric platform, April 27, Dongfeng Nissan opened pure electric model Aria blind booking, in order to occupy a place in the domestic new energy market.
The three major Japanese brands in the fuel vehicle market are thriving, there is a set of their own way of survival, because they have been focusing on the hybrid track, in the electric vehicle market to lose the first-mover advantage, but after a certain amount of power, the three major Japanese brands have an exclusive pure electric platform, whether it is power endurance or car-machine interconnection, have made great progress, is bound to form an impact on BYD and Tesla.
Although the Japanese brand in the electric vehicle strategy hindsight, but it is also learned a lot of China's new energy development experience, coupled with the reputation in the fuel vehicle market, there will be many consumers to buy it, as for how much threat can be formed by BYD, Tesla and new car-making forces, but also depends on the degree of market recognition, after all, the Volkswagen ID series is also in the slow heat stage, there is no appeal in the fuel vehicle market, but it will intensify the competition in the electric vehicle market.
BYD is already out of the hole card?
As of now, BYD's momentum is strong, is it already the bottom card? Otherwise, BYD is not without a bottom card, first of all, the supply chain advantage is unique. Previously, there was a shortage of key components such as chips, and BYD was basically self-sufficient, and even had a surplus of external supply.
Even if the supply chain of various car companies is unresolved and is facing a crisis of supply cuts, BYD is a unique scenery, and it is said that it is only "more or less affected".
All this stems from the fact that BYD and Tesla also implement an integrated model, relying on the industrial layout and self-built system of batteries, chips, electronics, systems and other links to ensure their own supply.
In addition, the review of the IPO issuance and listing of BYD Semiconductor's ChiNext board has been resumed, although it has returned to the normal track again after several twists and turns.
In addition to chips and other components to achieve self-sufficiency and supply chain system advantages, BYD is also shaping another trump card - Denza, Denza after the completion of capital increase and share expansion, BYD has the dominant right, the first high-end MPV model D9 is about to be listed, will provide DM (hybrid) / EV (electric) two different modes, and the use of BYD's super hybrid technology.
Whether Denza can become another trump card remains to be seen.
As an important embodiment of the competitiveness of the era of intelligent electric vehicles, intelligence is THE SHORTCOMING OF BYD. Not long ago, BYD chose Baidu as a supplier of intelligent driving technology. In addition, BYD has also reached a cooperation with NVIDIA in intelligent driving technology, and plans to install NVIDIA's DRIVE Hyperion platform on some of its new energy vehicles from 2023.
From the current point of view, BYD has gradually stabilized after taking the sharp brakes and driving into the new energy fast lane. However, in the process of rapid development, BYD also carried out the recall of Tang models, due to the power battery pack tray due to manufacturing reasons, the pallet breathable valve installation surface is uneven, there is a risk of water ingress, will recall 9663 Tang DM models,
Thinking of danger in times of peace, only by strictly controlling quality control and constantly expanding to make up for shortcomings can we go steady and far.