In the middle of the year, when it came to BYD's sales target this year, Wang Chuanfu vowed that "3 million units this year will be ironclad for us." Is the truth really as simple as Wang Chuanfu said?
In November, BYD's monthly sales were 301903 units, and the monthly sales exceeded the 300,000 mark again, while Toyota's sales in November were 141746 units, which was less than half of BYD's. As of November, BYD's annual sales in 2023 are 26720,000 units, sales are very dazzling. However, in order to complete the goal of 3 million vehicles, BYD has to win 32. in DecemberThe achievement of 80,000 units is enough, which means that BYD will have to set a new sales high to achieve the goal. If you break it down further, BYD has to sell more than 10,000 units a day on average. Like the happiest ideal in the new forces, if you sell 10,000 units a week, you are so happy that you have to sell it every week.
Looking at it this way, although BYD has been in the ascendant recently, it is still a little pressured to complete the sales target of 3 million. After all, the sales season of "Golden Nine and Silver Ten" has passed, and the tide of buying cars for the New Year has not arrived, and it is not easy to hit the monthly sales of 330,000. What should I do, BYD waved his hand, and the sickle of the "* butcher" waved again.
At the beginning of December, BYD announced preferential activities for Dynasty series models, including deductions, fuel transfers, and direct cash discounts. There are a lot of names, anyway, there is only one purpose, price reduction**!After the discount, the starting price of Qin PLUS DM-i has been as low as 8980,000 yuan, BYD slashed very hard.
But for BYD, which has deep pockets, this discount is still trivial. According to the financial report, the revenue in the third quarter of this year was 16215.1 billion yuan, a year-on-year increase of 3849%, and the net profit reached 1041.3 billion, a year-on-year increase of 8216%, which is equivalent to earning a "small goal" every day. Let's compare the financial reports of Wei Xiaoli in the third quarter, and Weilai's total revenue is 190700 million yuan, profit and loss -455.7 billion yuan;XPeng's total revenue is 85300 million yuan, profit and loss -38900 million yuan;The ideal total income is 346800 million yuan, profit and loss of 28100 million yuan. The combined income of Wei Xiaoli's three families is less than half of BYD's. Therefore, **war?BYD said "sprinkling water".
Although now Jiyue, Xiaopeng, Leap and even SAIC Volkswagen, FAW Toyota and other traditional car companies have launched their own preferential activities, but after all, BYD's golden signboard is in, coupled with mature hybrid technology, it is still difficult for these car companies to grab sales from BYD, and the annual sales target of 3 million will be completed in December, and it feels like it should be okay.
However, when the first battle of these car companies is hot, a change in the domestic auto market is also underway. In mid-November, the Ministry of Industry and Information Technology (MIIT) issued the Notice on Carrying out Pilot Work on the Access and Road Companions of Intelligent Connected Vehicles. Autonomous vehicles with Level 3 driving automation (conditional autonomous driving) and Level 4 driving automation (highly automated driving) functions can be allowed to be admitted, and road traffic pilots will be carried out in limited areas. This means that the "seal" of Level 2 assisted driving has finally been loosened, and Level 3 and Level 4 autonomous driving will be interviewed in the near future. At the same time, the second half of new energy was officially announced.
And the fastest ones are Xiaopeng and Ideal. On November 29th, Xpeng pushed a new phase of OTA upgrades, XNGP added coverage of Suzhou, Dongguan and other 20 cities, so far, Xpeng's XNGP mapless city navigation assisted driving solution has covered 25 cities across the country, the first in the industry, and the second batch of 27 cities will also start on December 18. Let's take a look at the ideal side, on December 10, the ideal held an ideal car intelligent software conference and released intelligent driving 30, including the all-scene intelligent driving (NOA) that can be opened nationwide and the all-scene assisted driving (LCC) that can be opened globally, and the number of open cities of NOA is as many as 110 cities, and it is expected to be pushed OTA5 on December 190。In addition, Tesla's FSD has also been confirmed to be introduced into China, and Tesla's intelligent assisted driving capabilities should not be underestimated because of the visual route that has been deeply cultivated in the field of intelligent driving for many years and itself is a strong algorithm.
As new power brands continue to expand the territory of autonomous urban intelligent driving, what progress is BYD's side?Sorry, it's zero. Because for intelligent driving, BYD has always looked down on it, BYD Chairman Wang Chuanfu once said, "Unmanned driving is all nonsense, and everything that makes a false head is a fool", Wang Chuanfu is almost rude. Therefore, the intelligent assisted driving scheme of BYD's models basically relied on foreign first-class manufacturers, so the performance was relatively average.
However, intelligent driving is the core of new energy vehicles, and the development of intelligent driving is also the trend of the times, so no matter how much BYD hates it, the research still has to be studied, otherwise others can free their hands at that time, and they can only assist in the center of the lane, so isn't it a joke?
In July, at the launch of the DENZA N7, the world's first high-end intelligent driving assistance system developed by BYD, called the Eye of the Gods, provides intelligent driving assistance covering highways, parking lots, etc., and announced that it will support urban NOA in the first quarter of 2024. During the Guangzhou Auto Show, Lu Tian, general manager of the sales division of Dynasty.com, said in an interview, "We have also made great progress in autonomous driving or assisted driving, and we will announce some new technologies in the future."
Although BYD has finally woken up, there has been a big gap with the head brands of the new forces in terms of progress, Xiaopeng and Ideal have begun to grab land offline, and BYD is still developing technology.
In the first half of the electrification competition, BYD took the lead with its excellent hybrid system, but in the intelligent competition in the second half, BYD was already behind one position at the beginning. However, BYD is not without a chance to catch up, after all, as the most profitable car company in China, BYD does not need to worry about R&D funding at all. In addition, BYD has an extremely large user base, and if you want to develop intelligent driving, BYD also has enough user data to support it. So for BYD, it's not too late to make amends.