Editor | Yang Guang

Production | automobile production

12 years ago, when BYD F3 DM went public, Wang Chuanfu (chairman and president of BYD Group) once said: "To make a gasoline car is to raise a car with a car, and the company's goal is always an electric car."

At that time, F3 sales soared, even exceeding 30,000 vehicles the following year. In the following ten years, the sales share of new energy vehicles in China market has just increased to 2%.

But Wang Chuanfu never forgot his goal.

Just after 202 1, 1 1, BYD sent out posters. Among the 97,242 vehicles sold, new energy vehicles reached 90 12 1. In some sub-models, new energy vehicles have been almost completely replaced.

It seems that Wang Chuanfu has finally arrived at the moment of 12.

But BYD's goal is not limited to this.

When more and more people began to buy electric vehicles with fuel vehicle indicators, Li Bin's remarks in the interview after NIO DAY still caused an uproar.

In fact, what Wang Chuanfu said is very real: "For 60% car-free families in China, it will be very painful for you to let them use pure electric vehicles. What they really need is a car that can both fuel and electricity and is not picky about food. "

What people see is the new energy vehicle boom of 202 1, but they ignore that in the largest market range of 8000-180,000 yuan, the share of new energy vehicles is only 7.89%.

However, at the BYD Song Pro DM-i conference, Yang Dongsheng (Vice President of BYD Group and Dean of Product Planning and Automotive New Technology Research Institute) said: "The market has proved that DM-i super hybrid is the real subversive of fuel vehicles."

The success of three DM-i models this year has made BYD see the confidence to break through the last position of fuel vehicles.

BYD raised such a question at the press conference: When people buy a car, they often fall into a dilemma of not having both. Everyone wants a car to cover everything, but it is often difficult to have a product that is balanced enough.

Looking at the current sales list, the significance of BYD is self-evident.

12 months, from 40% to 90%.

Some media once published an article in Weibo, saying that BYD's terminal stores in some areas have even surpassed the strong joint venture brands such as Volkswagen and Toyota at its peak.

When BYD just released DM-i technology at the beginning of this year, some brokers predicted that BYD would sell 400,000 new energy vehicles this year. In fact, it only took BYD 10 months to achieve this goal.

According to the insurance data of BYD this year 1- 1 1, the sales volume increased by 106% year-on-year, far exceeding the overall market growth. More importantly, this growth comes from first-and second-tier cities, not fourth-and fifth-tier markets.

Today, BYD's market share in first-tier cities has reached 6.32%, second only to Volkswagen, Toyota and Honda. You know, BYD only ranked ninth last year. At the same time, in the price range of first-tier cities18-250,000 yuan, BYD's sales even entered the top three, which was significantly higher than the sixth place last year. At the same time, in the main market of 854.38+0.8 million yuan, the ranking has also risen to the fourth place.

On the contrary, in the fourth-and fifth-tier cities, BYD seems to be more in line with people's long-term cognition of it, and its sales performance is not as good as that of China brands such as Geely, Changan and Wuling, ranking in the top ten.

This proves to some extent that BYD directly opened the core base of the joint venture brand in the past compared with other China brands.

During the period of1-1,BYD's fuel vehicle sales fluctuated little. Except for the period of 1.5 million vehicles, it is the pure electric products of DM-i models and blade batteries that really drive BYD's sales growth.

For example, after listing, Songjiaxin Energy (DM-i+ pure electricity) now contributes a net increase of 654.38+0.7 million vehicles to BYD in a single month. Compared with relying solely on the fuel version, the monthly sales of 3,000 vehicles have been greatly improved.

The overall monthly sales volume of Qin family jumped from 5,000 vehicles at the beginning of the year to 10/65438+25,000 vehicles in October, and almost completely switched to new energy products.

After Tang New Energy launched the DM-i model in April, the sales volume of the model also doubled. Tang Jia also realized the switch from fuel vehicles to new energy sources.

In this year's fast-growing new energy vehicle market, except for the high-end market with a price of over 400,000 yuan, the relatively slowest growth rate is in the range of12-180,000 yuan, which is also the most stable position for fuel vehicles.

Byd opened this market by DM-I.

As Yang Dongsheng said, BYD insists on the hybrid of pure electric vehicle and plug-in vehicle, because DM-i can make new energy vehicles achieve a soft landing, accelerate consumers' acceptance of new energy vehicles, cultivate consumers' habit of using new energy vehicles, and help the traditional industrial chain to continue, transition and upgrade.

This has also enabled BYD to achieve new energy transformation in both restricted and non-restricted cities. The proportion of fuel vehicles in sales has dropped from 60% at the beginning of the year to 1 13% in October. Especially, two-thirds of consumers of DM-i models are car-free families.

Although BYD's changes have not been fully presented in the public opinion field, the terminal market has begun to change, and BYD's "long-term" layout in the field of new energy is rapidly fermenting in the market.

12 years of loneliness.

Lian Yubo (executive vice president of BYD) said: "I still feel very happy to be a technician at BYD."

Someone asked BYD about its annual investment in technology research and development. Lian Yubo did not give specific figures, but he said that the company has no strict restrictions. Every major technical investment, Wang Chuanfu does not need to hold many meetings to discuss directly. Appropriation, even more.

Perhaps it is the firm investment in technology and persistence in the direction of new energy that led to the outbreak of BYD 202 1.

For example, DM-i, Yang Dongsheng said at the press conference: "The successful development of the hybrid special engine equipped with DM-i is hard-won, and it will take at least three years from definition to mass production."

And three years is only a short moment in BYD's new energy strategy.

BYD's new energy dream begins with F3 DM.

In 2008, BYD launched the first new energy vehicle, F3 DM. At that time, the new energy vehicle market in China was almost blank. From 2008 to 20 18, it took ten years for new energy vehicles to increase their market share to 2%, and then it took two years and nine months to double it to 4%.

In 20021year, the market share of new energy vehicles increased by about 1.3 percentage points every month, reaching 2 1.3% per year.

Lu Tian (general manager of BYD Sales Department) was a little excited when he recalled this experience. He said: "12 years, I saw a lonely pioneer. For the new energy strategy, BYD has adhered to the technology and talent reserve of 12 years. "

Looking at the press release when F3 DM went public, BYD has pointed out the problems that the world is facing, such as exhaustion of oil resources, carbon dioxide emissions, urban pollution, and automobiles have played an important role in these problems. In order to maintain the sustainable development of industry, it is necessary to find new alternative energy sources. In the field of new energy vehicles, China has much more room for innovation than fuel vehicles.

It's hard for you to tell today from tomorrow.