BYD double happiness in July sales record high / among the world's top 500 How did it do?

BYD double happiness in July sales record high / among the world's top 500 How did it do?

 

A few days ago, BYD officially announced the sales data in July, in July, BYD sold a total of 162,530 cars, an increase of 183.1%, of which 162,214 passenger cars were sold, an increase of 184.7% year-on-year, an increase of 21.3%.

 

You know, July for car companies is generally the traditional sales off-season, but in such a climate, BYD can still achieve a counter-trend rise, and even sales hit a new high, the The performance is really amazing.

 

At the same time, "Fortune" magazine announced the list of the world's top 500 companies in 2022, BYD is also listed and can be described as double happiness, the scenery is unlimited.

 

By now, BYD has become a world's top 500 company based on four major industries: automobiles, rail transportation, new energy, and electronics. In the most popular cars, the 162,000 passenger car sales in a single month are also very likely to adjust FAW-Volkswagen's dominant position as the top domestic car manufacturer in terms of sales.

 

The author engaged in the self-publishing industry for several years, and almost every month is concerned about the passenger car sales list data released by the Federation of passenger cars, the impression is that there are no independent brand car company's single-month sales of more than 160,000 units, but this figure was easily completed by BYD.

 

And from what I know, BYD still has a large number of orders to be delivered, including Song PLUS DM-i, Han DM (picture|configuration|quote)-I, and other models of the delivery cycle are still relatively long, coupled with the seal (picture|configuration|quote) and other popular models listed one after another, BYD sales in the second half of the year still have the momentum of steady growth, there is a single month sales beyond the FAW-Volkswagen There is a possibility that the sales of a single month will exceed that of FAW-Volkswagen.

 

So, what exactly is the reason for BYD to have such a bottom line? I think the biggest reason is still in the product strength.

 

At present, BYD has completely discontinued the fuel car, with the blade battery, DM-i super hybrid, and other in-depth technology, to achieve the pure electric models and plug-in hybrid models two legs to walk, and the two sales accounted for basically about 50%, the development of relatively balanced.

 

Through structural innovation, the "blade battery" can skip the "module" when forming the pack, which greatly improves the volume utilization rate and ultimately achieves the design goal of fitting more cells into the same space. Compared with traditional battery packs, the volume utilization rate of the "blade battery" has increased by more than 50%, and compared with traditional lithium iron phosphate batteries, the "blade battery" also has the significant advantage of long life and high endurance.

The DM-i super hybrid system is a new power architecture based on the DM technology platform, consisting of a high-efficiency engine, EHS electric hybrid system, DM-i super hybrid special power blade battery, AC/DC vehicle charger, and other core components; it is an electric hybrid architecture with high-power motor drive and large-capacity power battery as the main energy supply, supplemented by the engine, which takes into account all operating conditions and has an excellent performance in fuel It has an excellent performance in terms of fuel economy.

 

On the other hand, BYD's investment in research and development has been relatively large, 2021, BYD R & D investment of 10.6 billion yuan, an increase of 24%, and 40,000 R & D personnel, the global cumulative application for more than 37,000 patents, 25,000 authorized patents.

 

With the support of "banknote capability", BYD's technical strength has advanced by leaps and bounds in recent years. Take the BYD Seal, the masterpiece of e-Platform 3.0, as an example, it is the world's first production vehicle equipped with CTB technology, and also the first vehicle equipped with iTAC technology, rear-wheel-drive/four-drive architecture, front double wishbone + rear five-LYNK&CO chassis suspension.

 

The so-called CTB technology is the battery-body integration technology, which can simplify the body structure and production process, and also can further improve the rigidity of the body; the models equipped with this technology will have better performance in terms of safety and space.

From a global perspective, it is a global consensus to address climate change and promote the achievement of carbon emission reduction targets, and the entire auto industry is accelerating the shift from the fuel car era to the electrification era; the same is true for the end market, which is limited by fuel prices and policies on traffic/number restrictions, consumers are becoming more and more receptive to new energy models. The penetration rate of new energy vehicles reached 27.4% in June, up 12.8 percentage points from 14.6% in June 2021.

 

BYD has been cultivating new energy technology for many years and has finally seized this historic opportunity; compared with other car companies that have only started to transform in recent years, BYD has advantages not only in terms of technical strength but also in terms of industrial layout. The market is expanding, and BYD, as the leader of the new energy market, has naturally got the biggest share of the pie.

 

It is worth mentioning that, from the second half of last year to the first half of this year, the automotive industry is facing the dilemma of the lack of a core, many models of production have been significantly affected, and even many models were forced to briefly stop production; while BYD, on the one hand, with its own semiconductor business and excellent supply chain integration capabilities, became one of the least affected by the shortage of chips.

 

BYD sales surge for many people is indeed "unexpected" things, but when you think about it is really in the "reasonable", after all, BYD has occupied the time (electrification era), location (their own technology soaring), and people (The market penetration of new energy vehicles has been increasing).

 

BYD's success has actually given an example to other domestic car companies, light marketing, strength, the image of science and technology in the era of electrification are actually more acceptable, from the perspective of practicality, and constantly explore their own potential, improve the technical strength, there will always be a day to boil the head.

 

From 1995 to 2022, BYD has spent 27 years in the wind and rain, accumulating step by step to get to where we are today; as the saying goes, if you don't accumulate steps, you won't reach a thousand miles, and if you don't accumulate small streams, you won't be able to become a river, BYD will definitely deliver a more outstanding report card in the future.

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