Editor | Yuan Guiyuan
Wang Chuanfu, the boss of BYD, has always regarded the market as a battlefield. Under his command, BYD recently won the new title of "the world's largest mask factory". As a global new energy automobile giant, it took BYD less than two months to tell us that "impossible" means "I am"? It is possible.
In 2020, BYD's new action of rapidly producing masks and disinfectant refreshed the public's awareness of it. As the domestic epidemic draws to a close, BYD has organized another heavy new action: officially announcing the establishment of Foday Company.
The core purpose of the company's establishment is only one, which is to enhance the external sales business of BYD's core components of new energy vehicles and the competitiveness of brand new energy fields.
The name "blessed land" comes from The Book of Songs, Elegant Sang Rou-"Those who love others seek blessed land", which means honesty, faithfulness and diligence. Looking at the source of the name, it is not difficult to guess that this is related to Wang Chuanfu's personal feelings. Throughout all China brand car companies, only BYD insists on labeling buttons and switches in Chinese, and BYD's models are also named after Tang, Song, Yuan, Qin and Han.
According to the official news released by BYD, there are five Foday companies announced this time, namely Foday Battery Co., Ltd., Foday Vision Co., Ltd., Foday Technology Co., Ltd., Foday Power Co., Ltd., Foday Mould Co., Ltd. ... The latest information has also been updated in Tianyanchang.
In fact, as early as 65438+ last February, the awarding ceremony of 3 1 and "Five Blessingg" company was held in Pingshan base of BYD. Previously, BYD had been following the vertical supply chain system for decades, and the company's parts were only supplied to BYD. However, in recent years, BYD has implemented the opening-up strategy, and BYD's unresolved business spin-off for many years has become a reality this time.
With the establishment of five Foday companies one after another, it marks the completion of the business split of BYD's main parts of new energy vehicles, and also means that BYD's opening strategy has been promoted from 1.0 to 2.0, and independent Foday will have more autonomy, which will help accelerate the popularization of global electrification.
Without strength, there is no "blessed land"
Without Jin Gangzuan, how dare you work in porcelain? As the "number one player" in the field of new energy vehicles, if you don't have the "strength", how dare you make "Five Blessingg" independent, help Lei Jun build a mobile phone, build a cloud track cloud for the Spring Festival Evening, and build an IGBT yourself? You said BYD wouldn't what?
In the new energy vehicle market, it can be said that "the battery gets the world". Take Foday battery as an example. BYD started with batteries and mastered the core technology of battery manufacturing. Although Contemporary Ampere Technology Co., Ltd. defeated BYD on 20 17 and won the global power battery sales champion that year, it has posed a great threat to BYD's battery manufacturing since then. But fortunately, BYD has learned from a painful experience. This year, BYD will once again offer its "trump card"-"blade battery". Since its birth, this new concept has affected the nerves of automobile market, stock market and power battery industry.
Where is this sacred? "Blade battery" is based on the lithium iron phosphate battery that BYD has been insisting on developing, which elongates the battery cell and makes the single battery cell flat and narrow. Although the structure of the module is still retained, it is bound by multiple "blades" into a module, and several large modules are combined into a battery. The general idea is to reduce the module structure and single connecting wire harness to improve the packaging efficiency. Compared with lithium iron phosphate battery, the "blade battery" has a volume 50% higher than the energy density, and can last up to 600 kilometers with the first "Han". With such a "blade" battery with excellent performance, I think BYD still has a chance to regain a city in the competition with Contemporary Ampere Technology Co., Ltd..
Freddie Bauer. To ask what BYD has done in the past ten years, what can be put on the table is the research and breakthrough of hybrid and pure electric technology. Winning the global sales champion of new energy vehicle companies for four consecutive times is the reward for this effort. Holding BYD's three technologies of pure electricity, hybrid and traditional power, this is Foday Power's confidence in facing the market. BYD can make full use of its first-Mover advantage, focus on the field of new energy vehicles and continue to be at the forefront of its own brands.
Only if you can persist can you continue to exert your strength.
The "black swan" of the epidemic has disrupted the pattern of the automobile industry. The new energy automobile industry has obvious characteristics of "fixing production by sales", which makes it impossible for automobile manufacturers to produce, and then the upstream industrial chain enterprises have no orders, can't dispatch, and the supply of spare parts is insufficient, which eventually leads to the entire industrial chain being temporarily suppressed.
However, we must also understand that the production and sales of new energy vehicles are different from the overall automobile market and are more affected by policies. According to the recent policy trends, it can be speculated that China's new energy automobile industry will usher in a wave of policy dividends in 2020, and consumer demand will be released after the epidemic is lifted. In the next few years, China's new energy automobile industry will surely usher in another golden age of integration, innovation and high-quality development.
From the perspective of the global market, with the introduction of skills emission reduction policies in various countries and the close layout of major car companies, electrification has become a world trend. BYD, as the only new energy automobile enterprise that has mastered the core technology of Sanpower, has been the global sales champion of new energy automobile enterprises from 2065438+05 to 2065438+08 for four consecutive years. It can be seen that Foday's confidence and confidence in the face of market challenges are not born out of thin air.
In recent years, BYD has quietly led the rapid development of new energy sources for automobiles. As an explorer and practitioner of green travel mode, the establishment of "Five Blessingg" Company is also a part of BYD's realization of building a green dream enterprise. Wang Chuanfu once made a surprising speech at the 20 19 World New Energy Vehicle Conference, "Fully promote electric vehicles and gradually ban the sale of fuel vehicles! Set the electrification time of domestic private cars before 2030. "
The emergence of Foday Company not only promoted the open enjoyment of E platform from a strategic perspective, but also promoted the open enjoyment of parts outside E platform, further promoting the rapid popularization of new energy vehicles. This e platform is an electric vehicle platform launched by BYD on 20 19. Other enterprises can cooperate with BYD to develop and produce electric vehicles by using e-platform. This highly integrated and standardized platform is an important step in BYD's opening-up strategy and an important foundation for BYD to continue its efforts in the future.
Is a strategy, but also self-help.
In 2020, China automobile market was in chaos from the beginning. As an important part of the passenger car market, the new energy vehicle market has been severely impacted without exception. According to the data of China Automobile Association, in February, the national automobile sales decreased by 79. 1%, and the sales of new energy vehicles also decreased by 75.2%.
We can naturally use the Spring Festival holiday and epidemic as scapegoats for those ugly data, but since the second half of last year, the new energy vehicle market has been declining. BYD sold 46 1.399 vehicles last year, down 1.39% year-on-year, of which 229,506 vehicles were sold, down 7.39% year-on-year. Of course, other new energy automobile giants are no exception. Undoubtedly, at present, the development of new energy vehicles in China market has indeed fallen into a bottleneck period, subsidies have fallen sharply, and the demand in the individual market is weak, which makes the situation of the new energy vehicle industry not optimistic.
It can be seen that the establishment of "Foday Department" is not only a strategic layout, but also a self-help to sink into the core parts market. All kinds of unfavorable factors make BYD have to find a new profit breakthrough to deal with the low tide of the new energy vehicle market, and the core parts of new energy vehicles that BYD is proud of are a lifeline in front of it. The establishment of "Foday Department" can further accelerate the external sales of core components of new energy vehicles and become an engine of rapid growth.
There is also a speculation that contemporary Ampere Technology Co., Ltd., as a "rising star" in the lithium battery industry, has risen rapidly in recent years and achieved remarkable results. Even in the face of the impact of the epidemic, under the tragic situation of stock market turmoil and thousands of shares falling, Contemporary Amp Technology Co., Ltd. has repeatedly hit record highs. Can BYD not be sour?
According to the data of China Automotive Power Battery Industry Innovation Alliance, the cumulative load of power batteries in China in 20 19 was 62.2GWh, among which the load in Contemporary Amp Technology Co., Ltd. was 310.46 gwh, ranking first, with a market share of 50.57%. It has been away from BYD for several blocks.
At the beginning, BYD was once the absolute leader of the domestic lithium battery industry. Now Fudi Battery Co., Ltd. has been established to accelerate the development and innovation of power battery technology. The upcoming "blade battery" is likely to be BYD's attempt to gain a share in the battery power market.
Will BYD become Huawei in the automobile industry?
As one of the most eye-catching business cards in Shenzhen, BYD is often compared with Huawei. BYD's move is undoubtedly taking the old road of Huawei's enterprise reform. One is the world's leading provider of information and communication technology solutions, and the other is the global leader in new energy vehicles; One wants to build a smart world with the Internet of Everything, and the other wants to promote the development of the global green car industry. Is a dream catcher aiming at the world.
Huawei's success is well known. Let's take a look at BYD, as a self-owned brand automobile company that came from behind. In 2005, it transformed from battery field to automobile field. With strong battery research and development technology and innovative strength, we have mastered new energy core technologies such as battery, IGBT, motor and electronic control. In 2008, it launched the world's first mass-produced plug-in hybrid vehicle, followed by E6, Qin, Tang, Song, Yuan and E 60. Among all car companies, it is a low-key enterprise that makes a fortune.
With the increasing overseas orders, pure electric commercial vehicle factories have been set up in the United States, Hungary and France to meet the global purchasing demand and after-sales service. BYD not only has the core technology of new energy that global car companies can't match, but also has become a leader in the era of new energy vehicles with its strong battery research and development technology and strong technical team.
BYD's market space and development achievements are not inferior to Huawei. As far as transportation is concerned, the automobile industry itself is a 10 trillion market, and in this market, BYD has the most complete new energy layout, from raw material resources to the most terminal recycling, the industrial chain is controlled by itself. In terms of vehicle application, 7+4 basically covers all mainstream scenes and creates a new era of green transportation. Coupled with the advantages of Yunrail Yunba in rail transit, BYD's future can be expected if this development continues.
Will BYD be the next Huawei? No matter from its research and development technology or market development space, BYD can be called Huawei in the automobile industry, but from the perspective of corporate reputation and company operation efficiency, BYD still has a way to go.
last words
It is understood that the newly established Foday Company will operate independently and be responsible for its own profits and losses. On the one hand, higher market freedom makes it possible for BYD to enter the supply chain of more car companies, grab more market share, and at the same time promote BYD to realize the marketization from parts products to enterprises. While strengthening its own strength, it is also promoting the popularization of new energy.
On the other hand, it is wise to separate Foday from BYD and face the complicated market situation alone, although it is risky. First, only independence can face the storm and there will be real growth; Second, the future of commercial aerospace can be expected.
At present, the new energy vehicle market is facing unprecedented difficulties, and every new energy company is treading on thin ice, seeking ways to break the ice. Obviously, BYD's Foday Company has found a good strategy, which is also its ambition.
At present, there are not many players who can supply core components in the new energy vehicle market. If BYD becomes bigger and stronger, its profits will rise, even keeping pace with BYD's own new energy vehicle sector. Fortunately for BYD, even if some companies smell the business opportunities of new energy core components, they can't copy "Foday" like BYD.
This is a business story about ambition and a story about strength.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.