The electric car is actually cheaper than the petrol car, and it’s a BYD, you read that right.
From last year’s “oil and electricity at the same price” to this year’s “electricity is lower than oil”, BYD this time and threw out a “king bomb”.
Algumas análises dizem que 2023 será o primeiro ano da guerra de preços na indústria automobilística, e 2024 será o ano de competição acirrada.
Em 19 de fevereiro, a BYD anunciou oficialmente que o Qin PLUS e o Destroyer 05 Glory Edition foram listados no mercado, com um preço oficial de referência a partir de 79.800 yuans, inaugurando oficialmente a era em que o preço dos veículos elétricos é menor do que o dos veículos movidos a combustível da mesma classe, acelerando a mudança do petróleo para a eletricidade e impactando abrangentemente o mercado de sedãs familiares de nível A.
The market previously predicted that the above models will be listed at the end of February. However, on 19th February, BYD carried out a “surprise attack”.
// Por que BYD?
Alguns insiders da indústria especulam que, além de agitar o mercado e impulsionar as vendas, a BYD pode estar abrindo caminho para os novos modelos, que já atingiram o fim de sua vida útil para o Qin PLUS e o Song PLUS, a principal força de vendas. Neste momento, para reduzir o preço dos modelos antigos, fornecerá mais espaço para as vendas de novos modelos.
BYD revealed to the Securities Times – e company, Qin PLUS glory version, destroyer 05 glory version of the launch, the core objective is to plug-in hybrid models into the “7 words” era, to further accelerate the plug-in hybrid models of the “oil and electricity replacement” effect.
Public data show that in 2023, China’s new energy vehicle annual production and sales into the 9.5 million scale, an increase of 36%, ranked first in the world for nine consecutive years. Among them, plug-in hybrid vehicle production and sales growth rate of over 80%, becoming a major catalyst for the new energy vehicle market in 2023.
As the leader of plug-in hybrid technology, BYD launched DM plug-in hybrid models have been sold more than 3.2 million units. The source said, the product price will be further down, is to further implement BYD let “oil and electricity the same price” strategy, accelerate the replacement of new energy vehicles to fuel vehicles.
Competitive Advantages of BYD’s Entire Industrial Chain
The experts analysis that in the “plug-in hybrid lower than the price of fuel cars” behind this trick, embodies the competitive advantages of BYD’s entire industrial chain: on the one hand, BYD has a strong scale effect, in 2023 to 3.02 million annual sales to become the sales champion of the Chinese market and the global champion of the sales of new energy vehicles, through scale On the one hand, BYD has a strong scale effect.
Por outro lado, graças ao domínio da tecnologia central, fortes capacidades de integração vertical e vantagens completas na cadeia industrial, a BYD tem a iniciativa de precificação.
No entanto, vale mencionar que em janeiro deste ano, a BYD vendeu 201.500 veículos de nova energia, um aumento ano a ano de 33.14%, continuando a continuar a vantagem de crescimento. Mas as vendas naquele mês foram ultrapassadas pela Geely, Geely, BYD e Chery estão muito próximas umas das outras, todas excedendo 2 milhões de unidades.
Um mercado automóvel mais competitivo em 2024
Geely and Xiaopeng coincidentally mentioned in the open letter that “2024 will usher in more intense competition in the car market”.
Em 18 de fevereiro, o CEO da Xiaopeng Automobile, He Xiaopeng, e o CEO do Geely Automobile Group, KAM Jiaxue, divulgaram, respectivamente, a carta de abertura para todos os funcionários.
According to the content of the two open letter, He Xiaopeng and KAM Jia read that 2024 will usher in a more intense competition in the car market. Than how Xiaopeng said, this year is China’s auto brands into the “sea of blood” competition in the first year, that is, the first year of the elimination race; KAM home reading also pointed out in the opening letter, 2024 will be rolled price, rolled product, rolled service, rolled flow, will be a “most rolled In fact, the “car circle” in the first year of the elimination of the first year of the competition.
In fact, the “car circle volume” has long been the industry consensus. As early as the end of August last year, Wang Chuanfu shouted, “the next 3 to 5 years, the car market as a whole or different segments will continue to fight the price war.” In his view, the present is the era of fast fish eat slow fish, not the era of big fish eat small fish, car companies in the next 3 to 5 years, if not rushed up, there is no chance.
O mercado externo pode se tornar uma fonte de crescimento incremental futuro
According to a report by China Foundation News, in the face of an increasingly imploding domestic market, car companies are also actively seeking new growth space in the new year. In the industry’s view, exports are expected to become the second largest source of incremental growth, in addition to electrification, as Chinese carmakers continue to strengthen their overseas layout and the recognition of their models continues to rise.
Take BYD as an example, its performance has been firm, thanks to the profit support provided by exports. Data show that BYD’s annual overseas sales of new energy passenger cars in 2023 were 243,000 units, up 334.2% year-on-year, accounting for 8% of BYD’s total sales.
Since the release of the “passenger car overseas” plan in 2021, BYD has begun to accelerate the layout of globalisation, and its products have been sold to more than 70 countries and regions on six continents, and in Europe alone, it has entered 19 countries, including Norway, Germany, the UK, France, Italy and Spain, with five vehicles, and has been sold for several months in Thailand, Singapore, Brazil and Colombia. Thailand, Singapore, Brazil, Colombia and other places are the local new energy vehicle sales champion for several consecutive months.
Em 30 de janeiro deste ano, a BYD e o governo municipal de Szeged, na Hungria, assinaram formalmente o acordo de pré-compra do terreno da fábrica de automóveis de passageiros da Hungria, marcando o início de um novo avanço substancial da BYD na região europeia do processo de localização.
A Everbright Securities analisou que, ao depender de bases de produção no exterior, a montadora enfraquecerá o impacto de impostos locais, custos de transporte, sanções políticas e outros fatores negativos, e pode efetivamente melhorar a imagem da marca local e a competitividade do produto.
In the New Year’s open letter, He Xiaopeng also mentioned overseas strategy. He said that in addition to expanding its product lineup and increasing its R&D efforts, Xiaopeng Automobile will start accelerating its overseas layout in 2024.
Anteriormente, a Xiaopeng Auto já entrou no mercado da Noruega, Suécia, Dinamarca, Holanda e outros países europeus. Segundo ele, a partir de 2024, a Xiaopeng Auto estabelecerá seus principais mercados na Europa, ASEAN, Oriente Médio, América Latina, Oceania e outras regiões, aprofundará as vantagens inteligentes de seus produtos e fortalecerá a adaptação localizada de seus produtos (incluindo volante à esquerda e volante à direita).
PT 
EN 
ES 
RU 
AR 
DE