In the past two years, as the two big demons of the car circle, the various confrontations between Tesla and BYD have undoubtedly received a lot of attention.
At the beginning of this year, both released their 2023 terminal transcripts.
The former delivered a total of 1.
81 million new cars, while the latter sold a total of 3.
02 million new cars.
It can be said that it has left a very strong and colorful brushstroke in the global new energy market.
However, there is always a voice in the terminal saying: “BYD mainly depends on the outbreak of the mixing plate in order to achieve this kind of performance.
” In contrast, Tesla, who is only ploughing deeply in the pure electricity plate, appears to be more and more pure.
” I don’t fully agree with this.
As early as the fourth quarter of 2023, even standing on the same track, BYD sold 526000 new pure electric cars, successfully surpassing Tesla’s 484000.
But this year, the plot of the story has been reversed again.
In the first quarter, Tesla once again regained the title of “quarterly global pure electricity sales” from BYD with the delivery performance of 387000 vehicles.
Just this week, Tesla released his terminal report card for the second quarter, which was 4.
8% lower than the same period last year, but still exported 444000 vehicles, temporarily stopping the decline and up 14.
8% from the previous month.
In contrast, BYD sold a total of 426000 new pure electric cars in the second quarter.
After all, he lost reluctantly.
However, what is very subtle is that recently there has been a voice saying: “according to the competitive state shown by the two car companies and the number of cards they hold next, it is not surprising that BYD will officially surpass Tesla in the cumulative annual sales of new pure electric cars.
” To put it more bluntly, regardless of whether it is subdivided as a whole, it is a “comprehensive hoisting” of this American new energy car company.
As an argument, BYD sold a total of 340000 new energy passenger cars in June.
Further split, a total of 145000 new pure electric cars and 195000 new plug-in cars were sold.
It can be said that we are going hand in hand.
And will focus further, as of January to June this year, BYD’s cumulative sales of new energy passenger vehicles has reached 1.
607 million.
As we all know, hitting 3.
6 million vehicles will be its ultimate goal.
According to the result of halfway through the current race, only 2 million vehicles need to be sold in the remaining six months, an average of about 333400 per month.
It was successfully completed without much difficulty.
Recently, news came that BYD’s new orders reached a very exaggerated 410000 vehicles in June.
With the continued harvest of Qin L and Seal 06 at the terminal, and the imminent entry of the trump card like Song L DM-i, there is no doubt that it is still adding firewood to the burning mixing plate.
Of course, the offensive of the pure electricity sector is also increasing rather than decreasing.
BYD has a strong attitude towards “selling 400000 vehicles a month”.
Tesla, on the contrary, the delivery performance of 444000 vehicles in the second quarter, to a certain extent, exceeded outside expectations.
From a rational and objective point of view, we know very well how much effort this American new energy car company has made.
But for the whole of the first half, due to the “drag” of the first quarter, cumulative delivery was only 837000 vehicles, an inevitable 6.
6 per cent year-on-year decline.
Because of this, it is important to know that the US new energy car company delivered 1.
81 million vehicles last year.
In the remaining two quarters, 973000 vehicles need to be sold to draw even.
Combined with the internal and external troubles it is experiencing, it is not easy to hit the line, let alone achieve a substantial year-on-year growth.
In fact, as early as January, Tesla issued a warning that the increase in delivery volume this year is expected to be limited.
In its latest annual impact report, released in may, it abandoned its target of delivering 20 million cars a year by 2030, implying a big shift in its 50 per cent CAGR target.
To sum up, one is in an unstoppable “upward cycle”, and the other is in a “downward cycle” that goes through labor pains.
BYD “surpassed” Tesla in an all-round way, winning the top spot of 2024 pure electric cars and new energy vehicles, which is more like the inevitable result of being natural.
As to whether it will come true in the end, time will give the answer.
Of course, as a witness, what I also want to express is: “for Tesla, BYD must be the scariest opponent on its way forward.
” Years ago, Musk, who is at the helm of the company, may not have taken the new energy car company seriously.
But now, it has to re-examine its existence, and sigh: “BYD’s products are really competitive.
” , homeopathy, change the perspective, “for BYD, for a long time in the future, there is a high probability that it will lead Tesla at the sales level.
” By contrast, it will be particularly important to see whether some key financial indicators, such as overall profitability, can be further surpassed.
” In short, admit it or not, the war between the two “demons” is gradually spreading from mainland China to many other markets in Europe, Latin America and Asia.
The task of both of them is to completely eliminate traditional fuel vehicles.
So it’s the same truth, “when the eldest and the second fight, the third often suffers.
” Next, the fiercer the fight between BYD and Tesla, the more mainframe factories will have a hard time.
The global car market has set off a stormy wave of electrified transformation.
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