Throughout the first half of the year, BYD's sales of new energy vehicles were only 60,700, down 58.34% year-on-year, including 46,000 pure electric vehicles; On the other hand, Tesla, which has just been made in China, has only one model? 3. The sales volume in the first half of the year was as high as 46,000 vehicles, including the Tesla Model in June? Sales volume 1.5 million, higher than the second place in the bicycle sales list. The new Qin EV has exceeded 1 10,000 vehicles.
In contrast, BYD's leading position in new energy vehicles in China, which has been cultivated for more than ten years, is in jeopardy. If many proud independent new energy technologies are not put on the table, the huge advantages accumulated in the early stage will be wasted under the flood of the market.
On the evening of June 12, BYD's new energy flagship sedan Han, which is positioned in the high-end luxury market and includes BYD's cutting-edge independent technology, was finally officially listed. The listed models include three pure electric vehicles and one plug-in hybrid vehicle. After comprehensive state subsidies, the prices of three Korean EVs range from 229,800 yuan to 279,500 yuan. Based on the cooperation with Huawei, BYD Korea will launch 5G models in the future. ?
The dynasty series named after the dynasty is one of the characteristics of BYD. However, after the Qin, Tang, Song and Yuan dynasties were launched one after another, Han, as the most representative of China's splendid scientific and technological culture in China history, failed to meet the consumers for a long time, which shows the lofty position of Han in BYD's strategic planning and the high hope of "making a blockbuster, which is self-evident". ?
At the press conference, Wang Chuanfu, president of BYD Co., Ltd. said, "Han, from vehicle planning to formal mass production, it takes ten years to sharpen a sword. BYD Hui's leading technology is a great achievement, and it is committed to making Korea a new energy flagship car that integrates safety, performance and luxury. "
Obviously, for BYD, Han bears the heavy responsibility of turning the tide after BYD's new energy market bottomed out. At the same time, Han is the best window for BYD to transfer new technologies to the outside world and demonstrate the technical strength of the supply chain.
What BYD cards have Han passed?
As a high-end new energy vehicle with high hopes, with BYD's leading technology, Han has created 12 the best products in the world and 9 best products in China. From Han, we can fully and clearly see BYD's current development capability of new energy vehicles. ?
Before the release of Korea, BYD's publicity focus was almost all blade batteries. The so-called leaf battery, that is, the power battery core is designed in a leaf shape, and the module stage can be skipped when grouping, which greatly improves the volume utilization rate and enables the car to install more batteries in a limited space, thus being comparable to ternary lithium batteries in cruising range. ?
The biggest feature of blade battery is safety, which can maintain its own stability in the extreme case of short circuit caused by acupuncture. As the first Han equipped with blade battery, it not only achieved battery safety, but also extended the safety attribute to the whole vehicle level. ?
For example, in the Chinese-style car body structure, the use of high-strength thermoformed steel ranks first in China; The whole system comes standard with 1 1 airbags and 6 cameras; Equipped with L2.5 automatic driving assistance system, in addition to the conventional active safety functions such as EBA emergency braking assistance system, ESS emergency braking reminder system and LDWS lane departure warning system, a self-upgrading coaching mode is also designed to help novices grow up faster.
BYD claims: In terms of dynamic performance, Korea is equipped with BYD's high-performance and high-integration silicon carbide MOSFET motor control module, and it only takes 3.9 seconds to accelerate for 000 kilometers. At the same time, the shortest braking distance of new energy vehicles of the same level in the world is 32.8 meters, and the best test results of elk with 80 kilometers per hour for medium and large vehicles in China are obtained. ?
On the basis of self-developed battery, motor and electronic control technology, with the highest energy recovery efficiency of new energy vehicles in the world, the lowest drag coefficient (0.233) of domestic production vehicles of the same level, double-layer silver-plated windshield and other energy-saving and consumption-reducing measures, the NEDC of Korean EV Long Life Edition can reach 605 kilometers under comprehensive working conditions, which far meets the real mileage demand of consumers. ?
For a long time in the past, user experience was almost a proper term for new forces such as Tesla and Weilai, and was regarded as a shortcoming of traditional car companies. However, Han's smart experience has completely subverted this old concept and exposed the corner of BYD's smart partner Huawei Auto.
HiCar, an in-vehicle operating system carried by BYD Han, was developed by Huawei based on the system, which can provide a full-scene intelligent interconnection solution for people, cars and homes, and realize distributed inductive connection between mobile phones and cars. Applications and services can be shared by multiple devices. For example, the rear passengers can directly operate the in-vehicle entertainment system, which greatly enriches the user experience.
The ambition behind it
Open BYD Korea's supply chain diagram, and all the core components come from self-research. Behind the massive release of Korea, BYD's market ambitions for complete vehicles and components are vividly on the paper.
Since its establishment, BYD has been firmly rooted in the field of new energy and has always regarded itself as a leading domestic new energy enterprise. Its flagship model with great technological achievements must be aimed at the market. Wang Chuanfu also mentioned at the press conference that Han's aim is to set a benchmark for the new energy industry. ?
From the perspective of positioning and pricing, the opposition between Han and Tesla is obvious. These two companies entered the automobile field at almost the same time (2003) with the same purpose, and finally confronted each other head-on. But unlike Tesla, BYD not only has the status of an automobile manufacturer, but also has the market ambition of a new energy core component supplier.
As early as 20 17, BYD, whose industry has been closed for a long time, embarked on the road of opening up. 2065438+In May 2007, BYD announced that it planned to separate BYD's automotive electronics business from the original system, set up the second division independently, supply power batteries to other automobile manufacturers, and re-establish an open supply chain system.
2065438+September 2008, BYD held the "Global Developers Conference", moving from battery opening to the opening of the whole industry chain. BYD announced the gradual opening of 34 1 sensor and 66 control rights in the system; At the same time, all technologies of BYD's electric vehicle E platform will be fully open to the outside world. ?
In 2020, BYD will be completely open to the outside world in the true sense. In March this year, BYD officially announced the establishment of five Foday companies, namely Foday Battery, Foday Vision, Foday Technology, Foday Power Supply and Foday Mould, to accelerate the external sales of new energy core components. ?
The newly established five "Foday Department" companies cover almost all the business of new energy vehicle manufacturing and R&D. Behind BYD Korea's outstanding performance, the five major Foday companies have contributed. If BYD Korea is fully affirmed by the market, it will be the most effective "promotional film" of BYD Foday Department. ?
It is worth mentioning that before the long-rumored split listing of BYD power battery, BYD Semiconductor, another subsidiary of BYD, has embarked on the road of independent financing listing.
On May 26th, BYD announced that its BYD Semiconductor successfully introduced strategic investors, led by Sequoia Capital, CICC Capital and SDIC Innovation, Himalayan? Capital and many other well-known domestic and foreign investment institutions participated in the subscription, and the post-investment valuation was nearly 10 billion yuan.
BYD Semiconductor's recognition in the capital market is so high, the biggest reason is that BYD Semiconductor is a leading domestic automotive IGBT manufacturer, which has achieved mass production and vehicle application, breaking the international monopoly. In the future, BYD Semiconductor will gradually realize the domestic substitution of other vehicle-level core semiconductors (such as MCU, CIS, LED, etc.). Based on its deep accumulation and application advantages in the field of automotive semiconductors. ?
With the market recognition of BYD's new energy core component technologies such as batteries, motors, electronic controls, etc., BYD began to build itself into a double benchmark manufacturer in the field of new energy vehicles and components, and Han is one of the most important business cards.
Hanergy breaks the pattern? 3 of the market monopoly?
As far as BYD is concerned, the ambition of new energy vehicles and new energy parts is related to the popularity of Korea to some extent.
Undeniably, BYD Han is a very exquisite model, which casts an ancient totem in China culture with avant-garde and dynamic modeling. Many details, such as two-way Changlin sewing thread, also reveal the aesthetics of China people everywhere; In terms of performance, the data index of 2 1 leads. ?
However, the market is an unpredictable chaotic system after all. Especially in the current environment where the new energy market is not beautiful, it is not easy for Han to break through. ?
According to the data of China Automobile Association, the sales volume of new energy vehicles in China in June was104,000, down by 33. 1% year-on-year, including 72,000 pure electric passenger cars, down by 39.3% year-on-year; From June to June, the sales volume of new energy vehicles was 393,000, down 37.4% year-on-year. Obviously, since the subsidy fell last year, the overall environment of new energy vehicles has not improved much, which greatly limited the market space in Korea. ?
In addition, from the pricing point of view, South Korea's main competitor is Tesla. These two companies that have entered the automobile industry at the same time have completely different routes in brand image building. Tesla started from a million-class luxury car, and the price gradually declined; BYD entered the market from cheap models, quickly realized profits and took the brand upward route.
In addition to car performance, BYD also suffers from brand power. In June this year, domestic Tesla sold 1.5 million, accounting for 23% of the market, almost monopolizing the high-end market, which shows that its brand power is hot; On the other hand, today, there are still many consumers' stereotypes about BYD's "low-end brand".
From the perspective of high-end car operation, BYD also lacks relevant experience. Although Han is not BYD's first model with a price of more than 200,000 yuan, neither Tang EV nor Tang DM focuses on driving experience. Aside from the impact of the purchase restriction policy, there is not much capital to compete with flat-panel fuel vehicles. ?
However, BYD revealed at the Han conference that since the pre-sale for more than a month, BYD Han's orders have exceeded 20,000. Is the future applauding or breaking the Tesla model? 3% market monopoly has become the industry benchmark of high-end new energy market, which in turn drives its own parts business to become bigger and stronger, which is still full of variables. (Editor/Yang Peiqian)
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.