The boatman's goal is actually very conservative, or only 80%.
在2023年比亞迪的銷量為302萬，由此比亞迪在2024年的銷量目標在上一年基礎上的20%增長，也就是362.4萬輛，但比亞迪2024年全年銷量卻為427.21萬輛, a year-on-year increase of 26.0%。
If you look at it from this point of view, the data of the boatman brother has been discounted, and in 2024 years, BYD has not had such a particularly bright technology as this year, except for the iteration of the car and the sea:
Megawatt flash charging
Eye of the Celestials
CTB battery body integration
Blade cell 2
Spirited kite drone
......
Oh, yes, the first quarter of this year is not over yet, at the end of the quarter there are still looking up to the U3 and the formula Leopard Titanium 0, and there will be a lot of new things coming out at the April auto show, of course, Tang L and Han L have a lot of surprises, including in the price part.
And in the first half of this year, there is also a Taiwan seal 06 travel version, which may not be named later, but as the only station wagon in the entire new energy market, not only consumers are staring, but other friends are staring, if it sells well, the station wagon will come out like spring shoots.
SUVs have a large space, a large trunk, and compared with pure electric and pure fuel, the natural advantages of hybrid are more suitable for going out and playing
假如說這款車10萬出頭的售價，必定會賣爆，也會成為海洋網的扛把子
2025年的銷量目標為550萬，其中包含了海外市場預估的80萬銷量，剩下470萬都賣國內，相比於去年也就多了50萬左右，問題不大，況且還有餘份
For BYD, continue to give full play to the advantages of technological dividends and continue to pick the peaches planted by themselves in the past few years, for this brand that attaches great importance to research and development, this advantage will continue to be reflected, and it will also be reflected in the entire industrial chain, even if it changes industries in the future.
The same is true for the recently released Qin L EV and Hiace 0 EV, as well as the previous megawatt flash charging, blade battery 0.0, etc., and even the next Xiaomi YU0 will be on BYD's megawatt flash charging and blade battery 0.0......
Of course, this is all an assumption, and there is no spectrum yet
After reading that many people are talking about the advantages of BYD's pure electric vehicles, and combined with the recently released pure electric vehicles, does it mean that BYD will start paving the way of pure electric vehicles this year?
Don't worry, I might have to pour cold water on you
Xpeng wants to do plug-in hybrid and range extension, Volkswagen Group wants to launch plug-in hybrid models in China, Toyota will also launch plug-in hybrid cars in China within two years, and those independent brands and other joint venture brands will work hard in the hybrid of oil and electricity, what does this mean?
Pure electric vehicles may not have a big enough advantage for a long time, so BYD needs to walk on two legs
一方面在天氣變暖的時候推出純電車型，也適應當下的節氣，同時無論是南北方使用者都可以享受到純電帶來的方便，而且目前發佈的這幾款車型都是10萬左右的，年輕使用者、家庭都消費得起。
However, at the beginning of the second half of the year, the weather gradually gets colder, and at this time, the advantage of pure electric becomes weaker, and people who have the need to buy a car will choose hybrid models, plug-in hybrid, extended range or dual engine, which are more important choices for consumers, and we will return to the data to see the specifics
2月份新能源汽車產銷分別完成88.8萬輛和89.2萬輛，環比分別下降12.5%和5.5%，同比分別增長91.5%和87.1%，新能源汽車新車銷量達到汽車新車總銷量的41.9%。
Looking at the pure electric market from this point of view, it seems that it is not so clear, although BYD has done a lot of foreshadowing for pure electric in Q1, from design, battery, to charging, battery life, etc., the improvement of the whole link, but it can only meet the needs of users in some markets, and then the competitiveness of hybrid power will gradually amplify, and there are more players involved, at this time BYD needs to come up with what cards, or how to face it, this is a problem.
還有，固態電池雖然說優勢巨大，充電快，續航久，耐高低溫，但這玩意成本高得離譜，即使是年底或者明年年初上線最低也要15-20萬以上車型才有，而且還會是最高配，幾年內普通消費者享受不起。、
So, don't wait
In addition, last year's car companies made a lot of money related to the national subsidy policy, most of the consumer demand last year was overdrawn, this year to continue to attract consumers, test low prices or subsidies are not moving.
Therefore, the competitive advantage of differentiated technology is revealed, no matter whether = friends can keep up in a short period of time, at least the market is vacant for a period of time, and the market can be eaten by BYD at this time.
At this time, according to the 2024 BYD ESG sustainable development report released a few days ago, since the project has been upgraded to a strategic location, the next road is much easier, one step at a time.
Finally, let's talk about overseas markets
Last year, the areas that went to sea are blooming everywhere, and this year there are more ships loaded with more countries, and then combined with the advantages of last year's overseas market layout, it is not difficult to open the market again, and the entire overseas chain is almost built, according to the local demand crazy market on the line
The difficulty is a high-end brand like Denza, but from the perspective of the positioning and price of Denza N9, the boatman brother has figured it out, under the premise of brand building, you need to have connections, someone to open, and consumers to choose, and then to build the brand, this route is right.