Shulou(Shulou.com)11/24 Report--

Fourteen years ago, when BYD's first hybrid car, the F3DM, was officially launched, at that time when the joint venture car was at its peak, it was hard for anyone to think that fourteen years later, BYD's milestone of taking 3 million new energy vehicles off the line had achieved a glorious moment in the history of China's automobile development.

On November 16, BYD global headquarters held the launch ceremony of BYD's 3 million new energy vehicle, and BYD became the first Chinese brand to achieve this achievement. From the first new energy vehicle off the line in 2008 to the 1 million new energy vehicle, BYD took 13 years, from the 1 million new energy vehicle to the 2 million new energy vehicle, from the 2 million to the 3 million new energy vehicle in one year, and BYD took only half a year, which is the acceleration of BYD's performance on the new energy track.

The recent data released by the Federation also confirm BYD's new energy speed--

Among the top 10 manufacturers in October, BYD firmly ranked first with a sales score of 205789 vehicles, while in the ranking of sales in the first 10 months, BYD was far ahead with cumulative sales of 1358645 vehicles, winning a market share of 37.1%.

Standing in the tuyere of the times, guarding the tuyere of the times, many people think that BYD is a pig in the tuyere of the new energy era. standing on the tuyere, pigs can take off. However, the author believes that it is not so much BYD standing on the tuyere, it is better to say that BYD has seized the tuyere of the times. We only see the outbreak of BYD in the past two years, but ignore the outbreak behind it. In fact, there are BYD's persistence for more than 20 years, the long-term strategic vision, and the decisiveness of moving towards electrification.

BYD can become a leader in new energy vehicles, the first reason is that it started early enough and the layout is perfect.

Founded in 1995, BYD officially entered the automotive industry in 2003, launched the research and development of electric vehicles in the same year, and became the second largest manufacturer of rechargeable batteries in the world. In 2008, BYD took the lead in commercializing new energy vehicles; in 2010, BYD E6 was put into operation in Shenzhen, realizing the market operation of the world's first pure electric vehicles.

In terms of R & D strength, BYD has 11 research institutes, 40,000 R & D technical personnel, 34,000 patent applications, and five core technologies that BYD is proud of, including blade battery, IGBT chip, DM hybrid technology, e-platform 3.0 and the newly released CTB battery integration technology.

Take the DM-i super hybrid technology as an example, it was launched in March 2021, based on ultra-safe large capacity battery and high-performance high-power off-line motor as the design basis, driven by high-power and high-efficiency motor, the fuel consumption can be as low as 3.8L / 100km and the comprehensive mileage can break through 1200km. After listing, it is widely recognized by the market by virtue of its low price, low fuel consumption, low noise, strong power and other advantages, accounting for more than 55% of the mixing market.

Blade battery, which is the only power battery in the world that can safely pass the needle test, BYD fundamentally solved the problem of battery spontaneous combustion. In addition to safety, BYD's blade battery also has the advantages of super strength, super range, super life, super power, such as a service life of 8 years or more, 500000 or even 1 million km, helping BYD EV achieve 600km range, and so on.

Another example is BYD's e-platform 3.0, which is a solution launched by BYD in the direction of a complete set of integration of pure electric vehicle parts, through the enhancement of blade battery, eight-in-one electric powertrain, electric drive boost and fast charging technology, it has become an electrified platform that is better than domestic traditional car companies in terms of battery life, zero acceleration, charging 5 minutes and so on.

In addition, BYD is already the only car company in the world that can master the core technologies of the new energy industry chain, such as batteries, motors, electronic controls and automotive specification semiconductors, and is also a Chinese brand mainframe manufacturer with a self-developed proportion of more than 90%.

In the field of semiconductors, as early as 2018, BYD has realized the large-scale application of the third generation semiconductor material SiC in vehicle power supply. In 2020, the BYD EV was launched with a high-performance integrated SiC MOSFET motor control module. This is the world's first mass-produced model with highly integrated silicon carbide modules. BYD is also the only car company in China with a complete industrial chain of IGBT, and has achieved the largest number of full-bridge IGBT modules in the world.

Being able to have these technological advantages is inseparable from BYD's sustained high-intensity investment in core technology research and development. for example, in 2021, BYD's R & D expenditure was as high as 7.991 billion yuan, and according to this Q3 financial report, BYD's R & D expenditure in the first three quarters of this year has reached 10.87 billion yuan, far exceeding the R & D expenditure for the whole of last year.

The second point of technological advantage enabling products and making popular style manufacturing machines is that BYD can transform technological advantages into product power and be able to pre-empt and constantly create popular new energy products in the new energy transformation of the automotive industry.

For example, after the listing of BYD Han in 2020, its monthly sales exceeded 10,000 in a row, which has become a historic breakthrough for Chinese auto brands in the market above 250000; models such as Qin PLUS DM-i, Song PLUS DM-i and Tang DM-i have become enduring fashions, and YD accounted for three of the top four in the new energy car sales list in October this year. The top three on the New Energy SUV list in October were also ranked by BYD's Song, Yuan Plus and BYD Tang.

As the world's first production car equipped with CTB technology, seals sold 7784 cars at the end of October, and with the increase in production capacity, sales of more than 10,000 are close at hand, while dolphins, the first model of e-platform 3.0, sold 25336 cars in October, with BYD dolphins rising the most year-on-year among the top 15 new energy cars. Yuan PLUS,10, also from BYD's e platform 3.0, sold 27548 cars a month. Of the 24 models on sale by BYD in October this year, six sold more than 10,000 models.

To create a popular style strategy, we need not only the support of core technology, but also accurate insight into the industry and make a correct judgment--

At the beginning of April this year, BYD officially announced that it would stop the production of fuel-fueled vehicles from March 2022, becoming the first car company in the world to officially stop producing fuel-fueled vehicles.

At present, the electric reform of the automobile industry is accelerating its evolution. With the support of the policy background, the development of new energy vehicles has become the competitive goal of the major automobile companies. On the other hand, many countries have put forward a timetable for "banning the sale of fuel vehicles". For example, the European Union has confirmed the plan to ban the sale of fuel vehicles from 2035. Therefore, the development of new energy vehicles has become an irreversible trend. In this context, many traditional car companies appear to be coy in the process of "transformation". In response to the rapid development of the new energy industry, BYD can take the lead in breaking the wrist, focusing its energy and resources on what it is better at, and abandoning the lagging business, which in itself requires boldness and self-confidence.

The transformation from traditional car enterprises to new energy is decisive enough and the strategic vision is firm enough, which is the third core reason why BYD was able to take the lead in bringing the 3 million new energy vehicle off the line. At present, BYD already has ten vehicle production bases in Shenzhen, Xi'an, Changsha, Zhengzhou, Changzhou, Jinan, Fuzhou, Shenshan, Xiangyang and Hefei. After stopping the production of fuel vehicles, these production bases can fully focus on pure electric and plug-in hybrid vehicle business, fully enter new energy, and let BYD "speed" up again.

Written in the end: in more than 20 years of precipitation and growth, BYD finally ushered in today's glory, the achievement of BYD, is the tuyere of the times, but also the hard-working themselves for more than 20 years. This is a long process, a kind of long-term innovation with no reward after anchoring the direction.

BYD's growth path can not be imitated and used for reference.

At the moment when the wave of new energy vehicles is vigorous, it is brands such as BYD that try their best to promote the development and progress of the history of China's automobile industry.

Twenty years ago, when we talked about domestic cars, "knockoff" and "cheap" seemed to be a label that could never be torn off. It is in this 20 years of trance, when we talk about domestic cars, talk about independent brands such as BYD, but the heart is sincerely proud and proud. Obviously, the rise of Chinese brand cars in the new energy era has been unstoppable. Along the way, BYD, the pioneer, has become a leader.

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