According to related news, BYD's order arrears this year will exceed 400,000.
This means that at the current average monthly production rate of 100,000, BYD will attract the attention of more than 1.5 million users from the market on the basis of ensuring a production capacity of 1.2 million this year.
It is only at present, due to pressure on the production side, there is a high probability that the remaining products cannot be delivered, but from another perspective, a basic fact can be clearly analyzed. In the Chinese passenger car market, BYD already has a strong and comprehensive appeal, as this market attracts a large number of user groups.
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About two years ago, we analyzed the changing trend of the new energy industry in the global market. With the general backwardness of the Japanese and German factions in terms of suppliers, in fact, the new energy path in the traditional direction should not be considered legitimate.
The reason is very simple. Traditional enterprises need to pay attention to the traditional market, but also the profits already obtained. It's very hard to lose that part of the pie. Subject to system planning. Planning, suppliers will also expose problems.
Therefore, there will inevitably be two giants in the Chinese and American markets.
China's industrial advantages have supported a large number of enterprises, such as intelligent sound engineering systems, battery giants, and intelligent cockpit giants. These are the necessary industrial structures for new energy vehicles. We have Tencent, Ali, CATL, Huawei, etc. in China, which have contributed to a very reasonable industrial-style new power structure.
The United States controls the core core of smart cars because of two key advantages of data analysis and chip design and manufacturing.
To put it simply and brazenly, China's industrial form has made the "car" attributes of electric vehicles better, such as lower prices, longer battery life, more configuration, better design, more space, and better materials. American cars will do a better job of self-driving.
This is the case with BYD and Tesla.
Although BYD's new energy vehicles were launched earlier, Tesla was earlier. Not only did Tesla launch Tesla, but it was also launched at the same time, fully investing in electricity. energy vehicles.
Streamlining production, design de-duplication, battery breakthroughs, and self-driving technology buildup have made many Tesla models very different from other products.
The industrial form must be diversified.
The advantage of Tesla is the advantage of self-driving, and its shortcomings are also obvious, as a car, especially high-priced electric cars, Tesla is a lot like a big game for more people to experience the freshness. BYD's comprehensive advantage.
Lower prices, higher security, longer battery life, more options, better interiors, and more plentiful configurations satisfy consumers with higher demands on the "car" product.
BYD focuses more on the domestic market, while Tesla focuses more on overseas markets.
The Chinese market is undoubtedly the largest new energy market at present. BYD caters to a large number of users of "electric vehicles" with products with different locations and different designs. Domestic electric cars have unlimited travel, relatively low cost, no pressure to travel short distances is a great advantage.
Last year, Tesla completed more than 300,000 new energy sales in the domestic market, accounting for about a third of the global market. In contrast, although BYD's sales were not as good as Tesla's sales last year, it occupied the global market for China. core market.
According to this year's sales forecast, BYD's new energy sales handily crossed one million this year means that in the domestic market, BYD will completely overwhelm Tesla.
Another key thing BYD has done this year is improving product value and model positioning, so that quality and technology surround the company, rather than price advantages.
This means that even Tesla, which is older than BYD and consumes more money, will not have a chance to compete with BYD in the Chinese market.
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