Author |Cao Anxun.
Edit |Zhou Zhiyu.
The heat of Chinese tyrants chasing million-dollar luxury cars and looking up to U8 has not yet dissipated, and BYD once again shocked the audience.
Recently, BYD's high-end brand Yangwang's second model, Yangwang U9, was launched. The price has come to a staggering 1.68 million yuan, and deliveries will start in the middle of this year.
The price of 1.68 million makes Yangwang U9 the most expensive model of BYD at present; At the same time, it will also become the most expensive domestic tram to the public; Further up, the market is dominated by sports car brands such as Porsche, Ferrari and Lamborghini, as well as BBA's ultra-luxury models.
On the one hand, shouting "electricity is lower than oil", BYD is bound to grasp the right to speak in the mainstream automobile market and accelerate the substitution of fuel vehicles; On the other hand, BYD is trying to become a technical benchmark in the electric vehicle market by relying on the Yangwang series, so as to become a traditional powerhouse comparable to Ferrari and Porsche in the high-end luxury market.
To the outside world, looking up to the U9 is not a mystery. At the press conference in January last year, Wang Chuanfu, chairman of BYD, appeared on the same stage with Yangwang U8 and U9. Looking up at the U8's U-turn on the spot and looking up at the U9's car dance also left a deep impression on the industry.
Similar to the Yangwang U8, the Yangwang U9 is currently BYD's mass-produced model that integrates technology.
BYD has invested heavily in the body and chassis, and the carbon fiber monocoque cockpit makes it 30% lighter than the aluminum alloy material, but the hardness is higher, so that the safety of the vehicle can run faster at the same time; In terms of power system, Yangwang U9 is equipped with Yi Sifang technology, equipped with four high-performance motors, with a maximum horsepower of more than 1,300 horsepower and an acceleration of 2 per 100 kilometers36s, the maximum speed of 309 can be achieved19km/h。
Coupled with the Yunlin-X Active Body Control system, the U9 can adjust the power output of each wheel and the attitude of the body according to the specific road conditions to ensure grip when cornering at high speeds. This is also the technical support for U9 to be able to dance a cool car dance.
Zhang Xiang, a visiting professor at the Yellow River Institute of Science and Technology, pointed out that the U9 horsepower is relatively large, and the top speed and acceleration of 100 kilometers are outstanding.
However, some people in the industry believe that the weight, endurance and stability of continuous full power output of the battery are the natural enemies of supercars. Looking up to the U9 shows the advancement of electric vehicle technology, but there is still a lot of performance gap between it and traditional supercar brands such as Porsche, Ferrari and McLaren.
For example, in the lap time of the last race, the U9 was 2:17.65, which is much faster than the BMW M5 and Audi RSQ8, but inferior to the Porsche 911 Turbo S (2:11), the AMG GT R, Ferrari 488 Pista and other models.
Due to its weight compared to other supercars, even if the U9 has more than 1,300 horsepower (about 600 horsepower for traditional sports cars), the performance is not the top in the supercar circle.
Zhang Xiang also believes that in the supercar circle, BYD's brand influence is not very high, and many supercar players do not recognize that looking up to the U9 can represent their identity.
However, the group that buys the U9 will not really drive it on the track for a long time, but for daily commuting, or driving a supercar home for the New Year with dignity. It's like buying a U8 not to go off-road and go through mountains and mountains in the wild.
BYD is also expected to stir up the supercar market pattern after disrupting the high-end luxury car market by looking up to the U8, so as to achieve comprehensive coverage of all segments of the automotive industry and the deepening of the pure electric transformation.
Since its delivery in November last year, the Yangwang U8 delivered 1,593 units in December, the first full delivery month; In January this year, the sales volume of the Yangwang U8 reached 1,652 units. With the launch of the U9, there is room for further improvement in sales volume.
This is also an important exploration for the transformation of the industry.
In the era of fuel vehicles, there are no supercars in China, which has become a pity for the domestic automobile industry. Entering the new energy era, domestic car companies have seized the tuyere and jumped into the wave, pure electric, hybrid and other products emerge in an endless stream, and self-developed core technologies such as batteries, architecture, motors, etc., sweeping the low, medium and high-end automobile market, and breaking hands with traditional fuel vehicles.
However, the electrification process of supercars has been very slow, and it is not until recent years that ZEEKR 001 FR and Haobo SSR have been launched one after another, but they have always been accompanied by doubts and risks.
At present, there is no pure electric supercar that is widely recognized in the market.
In 2023, Porsche delivered 32020,000 units, up 3% year-on-year. Sales of the Taycan, the only mass-produced all-electric model, began to decline in 2022, with monthly sales falling to 275 units in 2023.
Other traditional supercar brands Ferrari and Lamborghini both had global sales of more than 10,000 units year-on-year last year, but none of them had pure electric models; As for ZEEKR 001 FR and Haobo SSR, no specific sales volume has ever been announced.
Now, BYD seems to want to break the deadlock with its proud technological superiority.
In addition, after ranking first in global tram sales and a significant increase in net profit attributable to the parent company in 2023, the high-end represented by the listing of Yangwang U9 is also expected to allow BYD to achieve further sales and profits in the torrent of the war.
In 2023, BYD's single-car profits are declining due to large-scale price cuts and more marketing expenses. SDIC** pointed out that based on the median value of BYD's performance forecast, it is expected that BYD's net profit per vehicle after deducting non-profits in the fourth quarter of 2023 will be 0910,000 yuan, down about 1,400 yuan from the previous month.
As BYD's high-end continues to break through, SDIC believes that BYD's profitability is also expected to increase due to the generally good profitability of high-end models.
As Wang Chuanfu said at the Guangdong Provincial High-quality Development Conference, electrification and intelligence are reshaping the luxury car market pattern. Independent brands, including BYD, ushered in a window period of high-end.
After taking advantage of the best advantage to control the 10-200,000 yuan tram in the Chinese market, Wang Chuanfu intends to ride the wave of new energy, enter the domination of fuel sports cars, and break out of his own world in the high-end luxury market.
This will determine whether BYD can go further and become a real giant in the global automotive industry.
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