Among them, BYD, which occupies the best time, place and people, has become the biggest "beneficiary". As the most direct argument, bright terminal sales transcripts will not lie.
During this period, the cumulative sales volume of BYD's new energy passenger cars reached1868,500, a year-on-year increase of 152.46%, setting a record high.
The cumulative annual sales of DM models reached 946,300, and the cumulative annual sales of EV models reached 965,438 +0. 1.2 million. And in 2022, the cumulative sales volume of new energy passenger cars reached 55,900, a year-on-year increase of 307.2%.
The overall situation is very good.
In fact, many readers don't know how horrible this car company, which has long claimed to be the "leader of new energy vehicles", has been in the past 365 days.
To put it more bluntly, BYD officially surpassed FAW-Volkswagen with an annual sales volume of over 1.86 million, and won the "2022 China Automobile Market Manufacturer Sales Champion". In the past few decades, this honor has been firmly controlled by joint venture brands, and independent brands have no chance to get their hands on it.
Obviously, the sudden appearance of the former completely broke the deadlock. At this point, I can't help but sincerely sigh: "Now BYD has undoubtedly successfully hatched a bunch of explosions, and it is extremely difficult to go hand in hand with pure electricity."
At the beginning of 2022, Wang Chuanfu said: "With the subversive technologies such as blade battery, DM-i super hybrid power and E platform 3.0, adhering to the two-legged walking of pure electric and plug-in hybrid power, technology, products and market are about to explode." Again, I didn't break my word.
Then, there will inevitably be readers asking: Why did BYD suddenly realize a quantitative change far beyond imagination?
In my opinion, the answer is very clear, as it has been analyzed many times: First of all, from the overall environment, the positive changes in the cognitive level of end users for new energy vehicles will inevitably occupy a large proportion.
Secondly, from the enterprise itself, regardless of vertical supply chain, cost control, product innovation, technology research and development, and even sales network, BYD has stepped on the right node every step through continuous accumulation. For example, the popularity of DM-i has driven the EV plate upward.
Furthermore, it must be admitted that with the passage of time, consumers' blind worship of joint venture brands such as Toyota and Volkswagen disappeared, and the feelings of home and country flooded, which also became a "booster" for BYD's hot sales.
Once the above tuyeres and nodes are grasped, a positive cycle will be formed. At the same time, in a brand-new track, once the first-Mover advantage is fully established, it will snowball.
In the end, various interests contributed to the bloom that this car company is difficult to replicate.
As we all know, just yesterday, BYD handed over the corresponding last answer sheet-the 2022 annual performance report.
According to the specific data, the total operating income reached 4240.6 1 100 million yuan, up 96.2% year-on-year; The net profit attributable to shareholders of listed companies reached 65.438+06.622 billion yuan, a year-on-year increase of 445.86%; Deducted non-net profit reached 65.438+05.638 billion yuan, up 654.38+065.438+046.42% year-on-year.
In the main business segment, BYD's revenue from automobiles, automobile-related products and other products reached RMB 324,696,543.8+billion, a year-on-year increase of RMB 65,438+0,565,438+0.78%, accounting for 76.57% of the Group's total revenue; The business income of mobile phone parts, assembly and other products was 988.1500 million yuan, up 65.438+04.3% year-on-year, accounting for 23.3% of the Group's total revenue.
Correspondingly, the gross profit margin of BYD's auto-related business reached 20.39%, up 3.69% year-on-year. On the other hand, it is worth noting that the gross profit margin of mobile phone-related business is only 6.06%, down 1.52% year-on-year.
More interestingly, according to the financial data of major subsidiaries, BYD Auto Industry Co., Ltd. achieved revenue of 1899. 1 1 billion yuan, net profit of 3.893 billion yuan and net profit rate of 2.05% in 2022.
In contrast, Wuwei Fudi Battery Co., Ltd. achieved a revenue of 654.38+0.78 billion yuan in 2022, a net profit of 2,376.5438+0 billion yuan and a net interest rate of 654.38+03.32%. In other words, selling power batteries is more profitable than selling whole vehicles.
As for another very important dimension, in 2022, BYD invested 20.223 billion yuan in R&D, a year-on-year increase of 905,438+0%. Up to now, BYD has applied for more than 39,000 patents, authorized more than 27,000 patents and nearly 70,000 developers.
For the future, in the most important field of new energy passenger cars, BYD said, "We will continue to deepen the research and development of core technologies of new energy vehicles, and gradually form a brand matrix of BYD brand, Tengshi brand, Want Want brand and professional personalized brand, covering from home to luxury, from mass to personalization, and fully meet the multi-faceted and full-scene car demand of users."
In addition, the existing models will be iteratively upgraded to maintain the comprehensive competitiveness of the products. In the future, technological innovation will promote the development of intelligent assisted driving and enhance the comprehensive competitiveness of products.
Writing here, combined with the 2022 annual performance report, if you want to judge BYD's overall performance, you can already get high marks.
However, under the prosperous times, there are still many places to be vigilant. From the beginning of 2023 to the present, although BYD's terminal sales are still strong, combined with the various obstacles encountered by the current China auto market, I still want to remind you, "Don't take it lightly."
After all, many pressures and challenges are still there. First of all, focusing on the hybrid sector, the first problem that must be faced directly is the siege of independent brands such as Geely, Changan and Great Wall, and whether DM-i can maintain its absolute leading edge in multiple dimensions for a long time.
Secondly, in the field of pure electricity, with the efforts of Tesla, Wei Xiaoli, including competitors such as Ky-kry and Wenjie, the intensity of terminal competition can only be described by exaggeration. Whether BYD can fill its own relative "short board" in the intelligent dimension in a short time is the second question left for it.
Moreover, compared with the annual sales of only a few hundred thousand vehicles, BYD has already grown into a million vehicles, so the third question is thrown to the supporting marketing system, dealer system and customer service system of car companies.
Furthermore, the fourth problem is that with more and more car owners, BYD must have higher standards and requirements for product quality. In other words, when it becomes the absolute leader of all new energy vehicle companies, it should try its best to cherish its brand reputation and its own feathers, otherwise it will be attacked.
As for the fifth question, more attention is paid to several new brands headed by Want Want. Undeniably, if you want to become a real giant, the road to success will definitely go, but there are certain variables in whether it can be realized in the end.
Finally, there are some suspense, or what kind of feedback BYD will get after its massive expansion in overseas markets, and whether it can provide sufficient support for its sales end.
Coincidentally, at the briefing after the release of the annual performance report in 2022, Wang Chuanfu said: "In June+10-February, 5438, the demand for automobiles in China was weaker than that of last year, but BYD's sales increased significantly compared with the same period of last year. The company's goal is to become the largest automobile manufacturer in China by the end of this year. "
In short, if you want to wear a crown, you must bear its weight. When the above problems are solved one by one, the corresponding goals will be easier to achieve.
Everything will be known by the end of the year.
This article comes from the author's automobile commune, and the copyright belongs to the author. Please contact the author for any form of reprint. The content only represents the author's point of view and has nothing to do with the car reform.