In the second half of 2020, BYD’s new generation of products was born, and it became an explosion when it went on the market. After completing the climbing of production capacity, it firmly occupied the first place in the sales of high-end new energy cars and fired the first shot of a new generation of models.
After the Han model, from March to April, 2021, BYD’s new generation products were unveiled. The high-end SUV Tang (EV, DM-I), the mid-range SUV Song PLUS (parameter picture) (EV, DM-I) and the mid-range car Qin PLUS(EV, DM-I) drew their swords and drew their swords to the sky, which is about to set off the mid-to high-end new energy vehicle market.
Byd Han new energy
BYD Han has been on the market for 9 months, and its cumulative sales volume is as high as 68,010 vehicles, with an average monthly sales volume of 7,556 vehicles, which is far ahead among the C-class high-end new energy cars in China. Competitors at the same level include Tesla MODEL S, Weilai ET7, Weilai EC6, BMW 535Le, Mercedes-Benz E300eL, Audi A6L Quattro, Volvo SC90 New Energy, etc., but the monthly sales of all competing models are far less than Adihan New Energy.
Byd Tang new energy
BYD Tang New Energy originally had two models, DM and EV. However, Tang EV has been discontinued for nearly a year because of the change. Only one Tang DM is on sale. At the end of last year, 2021 Tang EV was listed, but the blade batteries were given to Han EV to ensure its delivery. Recently, the new Tang EV has finally been officially listed in China, and a new Tang DM-I will be added this month, forming three product lines of Tang DM, EV and DM-I. It is expected that the sales of Tang New Energy will explode in the second half of the year.
At present, the high-end new energy SUVs mainly include Tang New Energy, MODEL X (imported), Weilai ES6, Li ONE, Audi Q7 New Energy, BMW X5 New Energy, etc. For the time being, Li ONE’s sales volume is leading. However, with the launch of new Tang EV and Tang DM-I by Tang New Energy this month, there is little suspense that the sales volume will surpass that of Li ONE.
Byd Qin PLUS new energy
During the month, BYD continuously launched Qin PLUS DM-I and Qin PLUS EV, and made great efforts in the field of mid-range cars through upgrading models. In just one month, the market order of Qin PLUS DM-I has broken 50,000 vehicles, and Qin PLUS EV will further push up the order volume of Qin PLUS new energy vehicles.
At present, the mid-range new energy cars mainly include Qin PLUS New Energy, Tesla MODEL 3, Tucki P7, GAC Aeon S, etc. The sales of Tesla MODEL 3 are far ahead, and other models are basically incomparable.
However, due to the limited production capacity, the monthly production capacity of Tesla MODEL 3 can only reach about 30,000 vehicles at most. With the continuous increase of new energy in Qin PLUS, the production and sales in the fourth quarter exceeded 30,000 vehicles, surpassing Tesla MODEL 3 and becoming a mid-range new energy car. The crown selling is basically a high probability event.
Byd songplus new energy
During the month, BYD continuously launched Song PLUS DM-I and Song PLUS EV, and made great efforts in the field of mid-range SUVs through upgrading models. At present, the order has broken 20,000 vehicles, and Song PLUS EV will further push up the order volume of Song PLUS new energy vehicles.
At present, the mid-range new energy SUVs mainly include Song PLUS New Energy, Tesla MODEL Y, BMW ix3, Roewe RX5 New Energy, GAC Aian LX, etc. Tesla MODEL Y is far ahead in sales, and other models are incomparable for the time being.
However, Tesla MODEL Y is also limited by production capacity, which is collinear with MODEL 3. The total monthly production capacity can only reach about 40,000 vehicles at most, Model sells 30,000 vehicles in March, and MODEL Y can only sell 10,000 vehicles per month. With the continuous increase of new energy in Song PLUS, it is basically a high probability event that production and sales in the fourth quarter will surpass Tesla MODEL 3 and become the sales champion of mid-range new energy cars.
Write at the end:
In recent years, with the catfish Tesla being put into the China market, the sales volume has been rising all the way, which has also stimulated China car companies. First, BYD pressed hard, then Wuling came from behind, and then Weilai, Ideality and Tucki tried their best to catch up.
Judging from the current market situation, in terms of mid-to-high-end models, Tesla has already left Weilai, Ideality and Tucki farther and farther in sales volume, and there are even signs that it will counter BYD for the first time this year. However, BYD has taken advantage of Hanxin Energy to triumph all the way. Recently, it has drawn its sword continuously and launched a large number of mid-to-high-end new energy vehicles, which will start a hand-to-hand battle with Tesla.
In terms of production capacity, Tesla’s production capacity this year is about 400,000 vehicles, and BYD’s sales target for new energy vehicles this year is also 400,000 vehicles. If the target can be achieved, it is basically equal to Tesla’s production capacity. Is BYD continuing to suppress Tesla, or is Tesla turning over for the first time? In the end, it is only possible to know who will die at the end of the year.
Tesla’s weakness is limited by production capacity, but the new model came on the market earlier and seized a certain opportunity. Although the release of BYD’s new models is a few months late, its capacity expansion speed is higher than Tesla’s. With the centralized listing of many new models in Qin, Tang and Song Dynasties, a strong war of resistance will be launched with the leading edge of technical route and the cost and cost performance advantages brought by the vertical integration of core technologies.