2024 tsheb lag luam, leej twg tau lees paub tias yog tus neeg sib tw muaj zog tshaj plaws thiab nyuaj tshaj plaws.Cov lus teb yog pom tseeb - BYD.Ib zaug ib zaug, BYD tsuas yog ua raws.Nrog rau kev loj hlob ntawm cov tsheb tshiab zog hauv Suav teb, BYD txeeb lub sijhawm los caij nthwv dej.Fuel tsheb dominated era, BYD txhua xyoo kev muag khoom tsis tau nkag mus rau hauv lub club ntau tshaj ib lab.Nyob rau lub sijhawm tshiab lub zog, tom qab txiav txim siab txwv kev muag tsheb roj, BYD tau muab ob npaug rau nws qhov muag txhua xyoo los ntawm 700 txhiab mus rau 1.86 lab tsheb hauv ib xyoos xwb.Nyob rau hauv 2023, qhov muag ntim ntawm BYD dhia mus rau 3 lab, thiab cov nyiaj tau los yuav tsum tshaj 30 billion yuan.Tsis tas li ntawd, los ntawm 2022 txog 2023 rau ob xyoos sib law liag, BYD yog ntau tshaj Tesla retentively topped lub ntiaj teb no tshiab zog kev pab cuam. tsheb muag.Pom tseeb, BYD cov khoom siv hluav taws xob tshiab thiab kev lag luam lag luam nkag mus rau theem tshiab, nyob rau lub sijhawm luv luv tsis muaj leej twg tuaj yeem phim "Yuav ua li cas tuav BYD?"Nws yuav tsum yog ib yam dab tsi uas txhua tus neeg sib tw yuav tsum xav txog.Yog li, hauv 2024, BYD kev loj hlob nrawm nrawm yog qhov ruaj khov?Puas yog kev lag luam tseem ruaj khov?Cov neeg tawm tsam twg yuav tawm tsam?
BYD txoj kev loj hlob yuav nyob qhov twg hauv 2024?
Yog tias lub tuam txhab tsheb xav kom muaj kev loj hlob tsis tu ncua ntawm kev muag khoom, nws yuav tsum muaj cov khoom siv Ivy kom ruaj khov rau lub hauv paus phaj, thiab nws yuav tsum txuas ntxiv thawb tshiab thiab tsim cov khoom tshiab.Gaishi Automotive Institute cov kws tshuaj ntsuam ntseeg tias BYD kev muag khoom xyoo no, lub hauv paus tseem ceeb ntawm kev muag khoom ntxiv feem ntau yog los ntawm Equation leopardBrand, Dynasty thiab Ocean ob series ntawm cov qauv tshiab thiab kev loj hlob sai ntawm kev lag luam xa tawm.
Raws li peb txhua tus paub, dynasty thiab dej hiav txwv ob series, yog tus ncej ntawm BYD muag.Xyoo 2023, Dej Hiav Txwv Series tau pib muaj kev tawm tsam, tawm ntau lub tsheb tshiab xws li Dolphin thiab Seagull, uas txo tus nqi ntawm BYD lub tsheb hluav taws xob ntshiab kom qis dua 80,000 yuan thiab rov tsim dua 100 txhiab yuan kev ua lag luam, ntxiv squeezing qhov sib koom ua ke. venture roj tsheb nyob rau tib tus nqi ua ke nrog SAIC, GM, Wuling thiab lwm yam hom.Saib ntawm lub dynasty series, cov khoom Huanxin txawj tej yam ntxiv mus rau lub champion version, qhov tseeb, yog ib tug disguised daim ntawv ntawm qhib tus nqi txo qauv (raws li lub tus nqi ntsuas kom zoo dua, ua kom cov khoom muag pheej yig dua).Piv txwv li, thaum ntxov xyoo tas los, Qing PLUS DMi champion version, tus nqi poob rau 100,000 yuan qib.Qhov no yog BYD rau 1 00000 - 2 00000 yuan Volkswagen lag luam teeb liab los tshaj tawm ua tsov rog.
Kev txiav txim los ntawm kev muag khoom, lub tswv yim ntawm dynasty thiab dej hiav txwv series yog undoubtedly ua tiav.Hauv 2023, kev muag khoom ntawm ob lub koob tau nce mus txog 2,877,400 units, nce 55.3% xyoo-rau-xyoo.
Ntawm lawv, Seagulls, Qing PLUS, Yuan thiab lwm yam kub muag qauv muag ntau tshaj 30 txhiab units los yog muag ntau dua, thiab ntau yam qauv xws li Han, Han, Don, Song thiab lwm yam ruaj khov nyob rau hauv ntau tshaj 10,000 units.Pom tseeb, piv rau lwm lub tuam txhab tsheb, BYD ntau tshaj 10 qauv ntawm "explosive" ruaj khov puag phaj.Hais txog kev nce ntxiv, kev faib tawm ntawm Geist Automobile Research Institute tau hais tias cov qauv tshiab xws li Song L thiab Sea Lion yuav dhau los ua lub zog tseem ceeb hauv kev muag khoom ntawm ob lub xyoo no.
Lub hom phiaj tshiab Equation Leopard, tso tawm thaum Lub Yim Hli xyoo tas los, kuj tseem xav tias yuav ua rau muaj kev nce nrawm rau xyoo no.Equation Leopard yog lub npe thib plaub uas tau tsim los ntawm BYD, muab qhov chaw tus kheej ntawm kev txawj ntse.Thaum lub Kaum Ib Hlis ntawm tib lub xyoo, thawj tus qauv Leopard 5 tau teev tseg, tus nqi ntawm 289,800 txog 352,800 yuan, thiab tau xa tuaj.
Nrog rau tus nqi tsim nyog, kev pom zoo rau cov khoom lag luam zoo, thiab suav nrog kev loj hlob ntawm cov neeg siv kev xav tau ntawm cov tsheb off-road, qhov muag ntim ntawm Equation Leopard 5 tau tshaj 5,000 units hauv thawj lub hlis tag nrho, yeej thawj kev sib ntaus sib tua, thiab nws tau kwv yees tias xyoo no. kev muag khoom yuav tsum tau txuas ntxiv.Ntxiv mus, kev lag luam xa tawm kuj tseem yuav yog lwm lub zog hauv BYD kev muag khoom loj hlob.Xyoo 2023 yog xyoo ntawm BYD kev lag luam thoob ntiaj teb.BYD Thawj Tswj Hwm Wang Chuanfu ib zaug tau hais tias, "Lub hom phiaj ntawm 2023 yog kev lag luam thoob ntiaj teb, BYD tau dhau los ntawm kev xa tawm thiab kev tsim khoom hauv zos ob txoj hauv kev los txhawb kev lag luam thoob ntiaj teb." Tsuas yog ob xyoos, BYD neeg caij tsheb lag luam tau nkag mus rau Nyiv, Lub Tebchaws Yelemees, Australia, Brazil, Lub tebchaws United Arab Emirates, ze li ntawm 60 lub teb chaws thiab cheeb tsam. Nrog rau cov khoom lag luam muaj zog thiab kev pom zoo siab (txij li xyoo 2022 kev muag khoom dua li FAW-Volkswagen, BYD kev muag khoom txawv teb chaws tau loj hlob sai, nce mus txog 240,000 units hauv 2023, nce 3.3 zaug hauv ib xyoos, thiab BYD yog ib qho ntawm cov thawj coj ntawm cov khoom siv hluav taws xob tshiab tsheb muag hauv ntau lub teb chaws thiab cheeb tsam.
Xyoo no, BYD txuas ntxiv ua kom nrawm nrawm ntawm kev qhib kev lag luam txawv teb chaws.BYD cog hauv Thaib teb yuav sai sai ua haujlwm thiab tsim khoom, nyob hauv Europe hauv Hungary cog, South America, Brazil cog kuj tseem yuav pib tsim kho.Qhov no qhia tau hais tias BYD yog maj mam los ntawm kev lag luam xa tawm mus rau hauv cheeb tsam ntau lawm-oriented.Nrog rau kev ua tiav ntawm cov chaw tsim khoom txawv teb chaws thiab kev tsim khoom, BYD yuav txo cov nqi ntxiv, txhim kho kev sib tw ntawm cov khoom lag luam hauv zos.BYD kev muag khoom txawv teb chaws yuav tsum tshaj 500 txhiab lub tsheb xyoo no, ob npaug ntawm xyoo tas los, cov kws tshuaj ntsuam ntawm Gaia Automotive Research Institute forecast .
Puas yuav loj hlob qeeb xyoo no?
Raws li tag nrho kev muag khoom loj hlob ntawm lub zog tshiab thiab BYD tus kheej txoj kev loj hlob scale kev txiav txim, BYD xyoo tas los ua kom tiav 3 lab muag lub hom phiaj, yuav tsum tau nyob rau hauv kev lag luam.BYD tseem tsis tau tshaj tawm lub hom phiaj kev muag khoom rau 2024. Txawm li cas los xij, raws li BYD qhov kev muag khoom tam sim no thiab kev loj hlob tus nqi, ntau lub koom haum kwv yees nws qhov muag thiab kev ua tau zoo hauv 2024.Cov xov xwm ntau lub tog neeg, kev lag luam feem ntau ntseeg tias BYD muag hauv 2024. yuav ua kom muaj kev loj hlob ntxiv, tab sis qhov loj ntawm qhov increment yog txawv.Shengang Securities optimistic, forecasting tias nrog rau kev nkag mus rau cov tshiab zog kev pab cuam tsheb nce, ntau lawm muaj peev xwm tawm sai sai, thiab Dolphin DM-i, Song L, Teng Shi N7 / N8, Saib txog U8 / U9, Leopard 5 thiab lwm lub tsheb tshiab tau tsim tawm hauv kev ua lag luam, BYD txuas ntxiv mus rau hauv lub voj voog ntawm kev txhawb nqa cov khoom tshiab, 2024 kev muag khoom yuav tsum tshaj 4 lab units, nce ntau dua 30% tshaj. tib lub sijhawm xyoo tas los.
Lub koom haum Gaishi Automotive Kev Tshawb Fawb tau ceev faj ntau dua, xav tias hauv 2024 kev muag khoom ntawm 3.4 lab rau 3.5 lab lossis yog li ntawd, nce li ntawm 15%, "qhov no suav nrog kev muag khoom muag."Cov kws tshuaj ntsuam tau taw qhia tias qhov no yog raws li BYD kev muag khoom hauv lub hlis tsis ntev los no, qhov tseeb, "los ntawm ib nrab xyoo dhau los, BYD kev loj hlob hauv tsev tau poob qis heev." Raws li koj tuaj yeem pom, BYD 2023 lub hom phiaj muag ntawm 3 lab lub tsheb yog tsis ua tiav kom txog rau thaum lub hli tas los, thiab xaus nrog 20,000 ntau lub tsheb.In thiaj li kom ncav cuag lub hom phiaj kev muag khoom hauv xyoo 2023, BYD nquag kho cov nqi hauv ib nrab xyoo ntawm lub xyoo.Txawm li cas los xij, los ntawm qhov xwm txheej ntawm kev muag khoom, tsis muaj kev txhim kho loj heev.Terminal muag cov ntaub ntawv qhia tau hais tias txij lub Rau Hli mus txog rau lub Kaum Ib Hlis, BYD lub davhlau ya nyob twg kev tuav pov hwm ntim yog qhov ruaj khov, ruaj khov ntawm kwv yees li 230 txhiab lub tsheb."Qhov no qhia tau hais tias kev txo nqi nce qib tsuas yog kev muag khoom ruaj khov, tab sis tsis ua rau muaj kev loj hlob loj," tus kws tshuaj ntsuam tau hais.
BYD, lub sijhawm no, ntsib kev nyuaj siab.Raws li kev cuam tshuam ntawm cov neeg sib tw xws li cov lus nug hauv ntiaj teb, Biadihan series kev ua lag luam zoo li tsis muaj zog.Xyoo 2023, Han Series muaj tag nrho 228 txhiab lub tsheb, nqis los ntawm 270 txhiab xyoo dhau los.Kev ua lag luam cov tshuaj tiv thaiv ntawm N7 thiab N8 thiab lwm yam khoom uas teev los ntawm Teng Muaj Peev Xwm kuj tseem tsawg dua li qhov xav tau, thiab cov khoom muag nruab nrab txhua hli hovers nyob ib ncig ntawm 1,000 lub tsheb, tseem txhawb nqa los ntawm D9.Rau ob series ntawm Dej Hiav Txwv thiab Dynasty, cov kws tshuaj ntsuam ntawm Gaius Automotive Research Lub koom haum ntseeg hais tias BYD cov qauv tawg uas twb muaj lawm xws li Qin, Song, Han, yuan, seagull, thiab lwm yam., xyoo no kev ua tau zoo hauv kev lag luam hauv tsev, xav tias yuav tswj hwm qib kev muag khoom txhua hli tam sim no lossis qis me ntsis, tsis tuaj yeem muab ntxiv lawm. ntau incremental rau lub hom.As rau saib lub hom, muab nws lab-theem nqi positioning, nws tsis yog rau lub hom phiaj ntawm noj ntim.Cov ntaub ntawv qhia tau hais tias nyob rau lub Kaum Ob Hlis xyoo tas los, 1500 U8 tau xa hauv thawj lub hlis.Piv nrog rau kev muag khoom, saib mus rau kev pab ntawm BYD yog xav paub ntau ntxiv nyob rau hauv cov khoom lag luam nce thiab cov nyiaj tau los nce qib qib. Raws li kev muag khoom loj ntawm 3 lab lub tsheb xyoo tas los, BYD kev muag khoom loj hlob xyoo no nyuaj rau kev loj hlob sai. .Cov kws tshuaj ntsuam xyuas lub koom haum kwv yees tias BYD cov nyiaj tau los hauv 2024 yuav ntau dua 40 billion yuan, nce ntau dua 100 billion xyoo dhau los, nce li ntawm 30%, piv nrog rau ob xyoos dhau los tau poob qis.
Besieged los ntawm lub zog?
Piv nrog rau tam sim no domestic tshiab zog kev pab cuam tsheb muag khoom thiab kev lag luam sib koom ntawm cov tuam txhab tsheb loj hauv teb chaws, BYD tseem yog tus thawj coj, nws txoj haujlwm tseem ceeb yuav nyuaj rau co hauv lub sijhawm luv luv.Raws li Tuam Tshoj Association of Automobile Manufacturers, BYD ib leeg. suav rau 35 feem pua ntawm cov khw muag khoom ntawm cov khoom siv hluav taws xob tshiab cov neeg caij tsheb, ua raws Tesla Motors Tuam Tshoj, uas tsuas yog 8 feem pua, thiab GAC AEON, Geely Automobile thiab SAIC-GM-Wuling, uas tsuas yog kwv yees li 6 feem pua. " Tam sim no, tsis muaj lub tuam txhab tsheb hauv lub sijhawm luv luv thiab BYD cov neeg sib tw," qee cov kws tshuaj ntsuam tau taw qhia.Tab sis nws ntseeg hais tias BYD nyob rau hauv ntau lub lag luam ntu thiab cov nqi sib txawv kuj yog ib qho kev sib tw loj heev.
Piv txwv li, 100,000 txog 150,000 yuan Volkswagen yuav yog lub hom phiaj tseem ceeb ntawm cov khoom siv hluav taws xob tshiab hauv xyoo 2024. Tuam Tshoj 100 Electric Vehicle Council kwv yees tias cov nqi no yuav yog thaj chaw loj hlob tseem ceeb rau cov khoom siv hluav taws xob tshiab hauv ob xyoos tom ntej, uas yog cia siab tias yuav pab tau ib feem peb ntawm qhov nce.Qhov no kuj txhais tau hais tias kev sib tw hauv kev ua lag luam no yuav dhau los ua nruj dua.Qhov tseeb, hauv 2023, ntau lub tuam txhab tsheb pib yuam Volkswagen kev ua lag luam, cov npe tshiab lossis cov khoom lag luam tsis tu ncua.Cov neeg nkag tshiab suav nrog Chery Fengyun series, Geely GalaxySeries, Changan Kaiyuan series thiab lwm yam kev sib tw muaj zog.Nyob rau tib lub sijhawm, cov npe qub xws li Ian thiab Deep Blue tseem tab tom ua kom lub tsheb tshiab los sib sau ua ke lossis nthuav lawv txoj kev lag luam hauv ntu kev lag luam no.Cov tuam txhab tsheb uas tau hais los saum toj no tsis tsuas yog thawb nrawm, tab sis kuj npog ntau yam. cov kev qhia txuj ci xws li plug-in hybrid, txuas ntxiv, thiab hluav taws xob ntshiab.Raws li cov keeb kwm muaj zog ntawm Pab Pawg, ntau lub npe tshiab lossis cov qauv tshiab muaj kev sib tw ua lag luam muaj zog.Piv txwv li, Geely Galaxy series tso tawm ib nrab xyoo, kev muag khoom txhua hli ruaj khov ntawm ntau tshaj kaum txhiab.Cov hom no yog khi rau BYD qhov sib koom ntawm cov lag luam cuam tshuam, raws li cov kws tshuaj ntsuam ntawm Gaishi Automotive Research Institute.In the high-end market of more than 250,000 yuan, BYD tsis zoo li kev xav.Kev poob qis hauv kev muag khoom ntawm Han series thiab kev ua haujlwm tsis zoo ntawm N7 / N8 tuaj yeem pom.Hauv qhov sib piv, M7 xaj tshiab tau tshaj 120 txhiab units thiab M9 xaj tshiab tau tawg 30,000 units.Tag nrho cov kev muag khoom txhua hli ntawm qhov zoo tshaj plaws L series tsoo los ntawm 40000 units.Tengshi D9 txoj haujlwm ua haujlwm hauv high-end MPV cov khoom siv hluav taws xob tshiab yuav nyuaj rau kev tswj xyuas kom ntev.Nrog rau Buick GL8 Plug version yog hais txog yuav tsum tau teev thiab xa, thiab lub zog ntawm Wei Hom Roob, Me Pengs X9 qauv tau nkag mus rau hauv kev sib tw, nws txoj hauj lwm ua lag luam los yog yuav raug hem.Lub Leopard kuj nyob rau hauv kev sib tw siab.Tam sim no, lub lag luam ywj pheej yog kub off-road tsheb lag luam.IRui Consulting tau hais tias nrog kev hloov pauv ntawm cov neeg siv khoom xav tau, kev ua lag luam SUV, tshwj xeeb tshaj yog "lub teeb hla lub teb chaws SUV mus rau qhov tseem ceeb."Raws li Gaeshi Automobile cov ntaub ntawv ib feem, ntau tshaj 10 lub teb chaws SUV cov khoom lag luam yuav nkag mus rau hauv kev ua lag luam hauv 2023.Dab tsi ntxiv, muaj cov hom tank uas tau cog qoob loo rau ntu kev lag luam no.Raws li cov neeg soj ntsuam tau koom nrog kev hloov kho kev ua haujlwm, lub tank hom nrov heev nrog cov neeg siv tsheb off-txoj kev, "ntau cov neeg siv muag tsheb tawm ntawm txoj kev, tig ib ncig thiab yuav lub tank 300."Nyob rau hauv 2023, lub tank hom muag 163 txhiab tsheb.Kev ua raws li kev ua tau zoo ntawm Leopard raws li tus neeg tuaj tshiab tseem tsis tau raug txheeb xyuas los ntawm kev ua lag luam.
Lub ntsej muag ntawm cov yeeb ncuab nyob ib puag ncig, BYD nyob rau hauv lub peev kev lag luam txoj hauj lwm kuj raug cuam tshuam.Cov kws tshuaj ntsuam Citigroup tsis ntev los no tau txo qis lawv lub hom phiaj rau BYD rau HK $ 463 ib feem ntawm HK $ 602 ib feem, Bloomberg tau tshaj tawm.Lawv ntseeg tias BYD qhov kev muag khoom loj hlob thiab cov nyiaj tau los tuaj yeem raug kev nyuaj siab vim kev sib tw hauv Suav teb hnyav zuj zus.Citigroup kuj tau txo nws cov kev kwv yees muag rau BYD xyoo no rau 3. 68 lab lub tsheb los ntawm 3.95 lab.BYD tus nqi sib faib tau poob 15 feem pua los ntawm nruab nrab Lub Kaum Ib Hlis 2023, raws li lub koom haum.Tam sim no, kev lag luam tus nqi ntawm BYD nyob ib ncig ntawm 540 billion yuan, piv nrog tib lub sijhawm xyoo tas los evaporated 200 billion yuan.Tej zaum nws yog overheated domestic lag luam uas BYD tau ceev nws cov expansion txawv teb chaws nyob rau hauv xyoo tas los.Nrog rau tus nqi kom zoo dua thiab cov khoom muaj zog, nrog rau kev txhawb nqa thoob ntiaj teb kev pom, BYD nyob hauv hiav txwv.Yuav ua tau bold twv, yog hais tias BYD thiab txawm Suav lub tsheb nqi yuav txeeb lub hiav txwv ntawm tshiab zog kev pab cuam lub sij hawm, yug los ntawm ib tug los yog ntau tshaj "Volkswagen los yog Toyota" xws li lub ntiaj teb no tsheb loj heev manufacturers, nws yog tsis yooj yim sua.
Post lub sij hawm: Jan-29-2024