At the moment, 2024 has passed.
If I want to use a few words to describe the 365-day Chinese car market the answer I give seems to focus on: subversion and magic.
What subverts the original pattern of the traditional fuel vehicle era is that with the irreversible wave of electrified transformation the curtain call of the old king and the accession of the new king to the throne are quietly happening while the situation and momentum of independent brands and joint venture brands have also been thoroughly reversed.
What is more magical is that the whole market seems to be booming, sales data have repeatedly reached new highs, and the enthusiasm of end consumers to buy cars is still being constantly stimulated, but from the point of view of most mainframe factories, but heard complaining, complaining repeatedly, and even living has become a problem.
Anyway there is an increasingly sharp and ironic contrast between the brilliance of the surface and the cold and warm self-knowledge behind it.
Recently, I heard an interesting point of view: “at present, there are only three unshakeable moats in the Chinese auto market, the economies of scale of BYD, the intelligence of Huawei, and the marketing of Xiaomi.
” The year 2025, which has already opened, is also three insurmountable mountains in China’s auto market.
” I fully agree with you in this regard.
Just yesterday, with the official release of BYD’s annual terminal report card for 2024, it seemed to prove with practical actions what it means: “to win a resounding victory in the dark tide of the Red Sea.
” Specifically, the cumulative sales of new cars from January to December reached 4272145.
Of these, the cumulative sales of passenger cars were 4250370, an increase of 41.
1% over the same period last year, while the cumulative sales of pure electric passenger cars were 1764992, an increase of 12.
1%, and the cumulative sales of mixed passenger cars were 2485378, an increase of 72.
8% over the same period last year.
In the face of such a result, I can’t help but throw out a previous judgment: “in China’s auto market in 2024, the mix will continue to shine.
” In contrast, due to various reasons, the growth of pure electricity will slow down.
And only the brand with two technological routes going hand in hand can be called a real giant.
” The protagonist of today’s article has undoubtedly been proved by bright numbers.
The 720000 new cars with more plug-ins than pure electricity are also proof of the current wind direction of the industry and consumer preferences, and “not biased” is one of the key elements of BYD’s brilliant bloom.
At the same time, the rich reserves at the order level, the continuous jump at the production capacity level and the continued improvement at the brand level are all helping its annual sales successfully break through the 4.
27 million-vehicle mark.
In the end, it makes all the pursuers behind feel a strong sense of pressure and powerlessness.
In the face of BYD’s desperate run under the aggravation of the Matthew effect, everyone’s psychological activity is more like: “Anti-surpassing is almost impossible, just hope that the gap will not be widened.
” Seeing here, perhaps many readers still do not have a clear idea of how horrible the above performance is.
To this end, continue to come up with a set of accidental figures: “in 2019, Volkswagen Group (China) and its joint ventures delivered a total of 4.
23 million new cars in China (including the Hong Kong market), a record high, of which 193600 imported models were delivered, and the market share further increased to 19.8%.” This is the peak output of joint venture car companies in China in the era of traditional fuel cars.
Now, after your singing and my debut, BYD has successfully achieved complete transcendence.
With a terminal report card selling 4.
27 million vehicles a year, the protagonist of today’s article was officially announced in the good news, winning the titles of enterprises in China’s auto market and brands in China’s auto market, two honors with high gold content.
In addition, by the way, it will also sell the global new energy vehicle market to the top of the bag.
In this regard, the biggest feeling is undoubtedly concentrated in: “strong, really too strong.
” You know, the most fundamental reason behind its original public sales target of only 3.
6 million vehicles in 2024 is that it ended up with 4.
27 million vehicles: the crazy help of the new policy of replacement subsidies, the significant increase in the acceptance of new energy vehicles by potential customers, and the preparation of their own products.
Anyway, if you have to ask why BYD has been able to climb to where it is today, we can only say that we are in the right place, in the right place and in the right place.
In other words, at the most appropriate time, use the most ferocious offensive to seize the mind of the user.
Of course BYD in 2024 is not without regrets.
In the market segment under 200000 yuan, it did kill all directions with a near-saturated attack.
However, to the corresponding plate of more than 200000 yuan, there is still a lot of room for progress, and does not occupy the absolute right to speak.
In my mind, the same view: “with 200000 yuan as the watershed, BYD’s overall sales share can be maintained at around 4:1, which may be a more ideal and healthy situation, maintaining a competitive advantage in the mainstream market.
” and comfortable share in the middle and high-end market.
” Because only in this way can the “success” as an industry giant be more pure.
Fortunately, according to the current BYD for the high degree of focus and attention, as well as the investment of human, material and financial resources, it may only be a matter of time to usher in the transformation.
After all, in the coming 2025, regardless of momentum, equation leopard or looking up, we will start the mode of “making dumplings” with high quality and quantity.
On the contrary, dynasty net and ocean net are the foundation for BYD to continue to climb the peak, and what they need to do is undoubtedly focused on the double expansion of horizontal and vertical dimensions.
After the annual sales of 4.
27 million vehicles, what new goals will the protagonist of today’s article hit? As far as the provisional answer is concerned, it points to 5 million vehicles.
Do you think you can finish it? Standing at this point, combined with BYD’s unstoppable “acceleration”, it is estimated that most readers, like me, will not hesitate to vote yes, or even feel a little conservative.
But rationally and objectively speaking, if you want to wear a crown, you must bear its weight.
For the rest of the journey, both inside and outside, BYD has to deal with a lot of thorns and challenges.
For example, in the field of smart driving, catch up with the head echelon as soon as possible.
for example, in the sea plate, pursue the qualitative changes brought about by greater quantitative changes.
and, for example, at the level of public opinion, let people understand their good intentions in various ways.
Everything is crucial.
At this point the article is drawing to a close.
Finally, I want to throw out a passage I saw in the Soul of Engineers: “for 30 years, BYD has been doing a proof problem to prove that technology can.
“Change the world and prove that no matter how difficult things are, you can learn, and there is no fortress that cannot be broken.
“, , I believe the past 365 days have been the best phased argument.
BYD, who is 30 years old, has achieved a complete victory in the dark trend of China’s auto market by winning three prestigious championships in a row.
, unprecedented, and I believe that there will be no one since.
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