2024年比亚迪十大预言
BYD’s Top 10 Predictions for 2024 It’s definitely worth your one-touch three-touch Here’s what I like. There are also bad looks So say, Difen, look at the low black in front. Look at the back. You can watch all those who like me. Besides, let’s play something big.
If you have a different opinion about my prophecy You can leave your thoughts in the comments section. Next year, let’s look back at the most accurate people. Give everyone a five-digit reward. First year sales reach 3.8 million BYD’s sales volume must have broken through the 3 million this year.
Many people’s expectations of the people are too high. There are Han 4 million There are even Han 5,000,600 Wan’s But, ah, after more rational judgment and analysis I gave my expectation to be about 3.8 million. Total domestic car sales this year is 21.62 million The new energy 7.75 million
The win rate is 35.8 percent. There is not much room for improvement in total sales next year. But the probability of new energy can exceed 40% More than 8.6 million. BYD at the present stage The market share of domestic new energy is about 33%. Simple and crude conversion is about 2.83 million
There might be people who say Next year’s competitive pressure will be even greater. Huawei Xiaomi’s new forces are getting stronger and stronger This is indeed true However, the core sales volume of new energy is in the range of 5~200000 BYD’s advantage will only grow So I made the following judgment
Dynasty network folk have a certain increment but not much Blind guess up and down in the 1.55 million Overseas network has a lot of information But most of them should come from overseas markets. So this one, let’s not blindly guess a 1.35 million
The cumulative sales volume of the two networks is about 2.9 million Tencent is expected to 200000 Ninth continuation of this year’s sales momentum n7 and sedan accumulate up and down 70000 equation explosion 150000 The explosive five is stable at about 10,000 units. The outbreak of listing is relatively late.
So the amount that can be contributed next year is also relatively limited. Look up to 25000 Looking up u8 plus new models It is not difficult to reach this sales target. Maybe even a little higher. Overseas market The original Plath plus dolphin plus seal combination will shine.
Blind guess a 55~600000 car next year To sum up the above Annual sales will be around 3.8 million Second BYD Group self-driving into the first ladder First of all, let me explain that the first ladder does not mean ranking first.
What I probably understand is that the industry is ranked in the top five and the top four. January 24. BYD will have a press conference on its own At that time, it will announce its own technology research and development in this field. And it’s self-developed I didn’t ask for much information.
Just a rough personal guess More than 200000 models The flute should still rely on a joint venture with Momota. The plan of Depai Zhihang will come and go. What about this Our performance from Teng Century at this stage and in the future You can probably tell.
There’s no pressure to hold on to the top five. Perhaps the only weakness is that the speed is slow. After all, BYD is really too conservative Compared to the new forces. The overall speed will be slower but also more stable Not necessarily a bad thing And the self-developed system
It is very likely that there will be models below 200000. Even I think the 100000 models are likely to match The current level Maybe not so top. But the data is huge And it is the one that really pushes the bracket to the climax. Milestone moment Why would I say that? Huawei Xiaopeng
There is no doubt that the two strongest intelligent solutions But your matching model is not cheap Most people don’t use it. When will intelligence be truly popularized? It is popularized when most people can use it. Therefore, from the status of high-level auxiliary driving to vehicle estimation to consumer perception
Then to the later development speed and other comprehensive factors to judge the words Next year, BYD will definitely enter its first ladder. But there may be a certain gap between the first and the second Need to continue to catch up with e3 Fujimori to stand firm on luxury brands
Teng jewelry card success in 23 years I think it’s half the battle. It did get good sales. Pry open a whole new market But considering the group’s positioning of his luxury I don’t think it’s good enough. The core point lies in the key breakthrough models
Teng type machine did not achieve the desired effect Why not sell well? Mainly because after I bought it A lot of people still trust me privately, eh Call on me not to hand in the car to you Come to make a joke That’s not the focus of this issue
If you are interested, you can buckle one in the barrage. We can take the time to talk about a separate issue. Next year, Tencent will have a huge opportunity. I split it into three points. The first big family said that mp v is getting more and more rolled up.
Like the mea gap is really getting stronger The impact on the earth is very big I agree with the first half of the sentence. Both models are great. But their price and the limitations of pure electricity are relatively strong. There is a real impact on the ninth. But it won’t be big
Ninth, the strongest point here is that both domestic and commercial food are available. And has occupied the market perception At the same time, there is still a lot of room for price war. As long as the ninth dare to reduce prices This sales dare to break through your imagination
Second, Tencent man-machine will never give up Also won’t be reconciled Only a little sales There is a possibility of a change next year. The third group gave Teng is a very core of resources and technology We used to say Equation Leopard Yang Wang has unique technology But Fujiji did not
It’s more like a deluxe version of a dynasty But next year is different. The new sedan has strong technology you haven’t seen before As long as the car is reasonably priced Sales will never be bad. That has the basis of sales Plus the core of two or three star models
Fujimori’s road to luxury Must have all stood firm Fourth hard cross-country to become the first in the market BYD’s equation package and look up to the first model All set on hardcore cross-country It’s definitely not a coincidence But the layout of BYD’s hard-core off-road technology for many years.
Just in time to blossom and bear fruit The strongest application scenario for the four-click look up is not super-running. But hard-core cross-country cloud drive p and dmo It’s specially built for hardcore. However, the first sentence of the market may be a little marginal.
I don’t think he’s really capable of completely crushing the tank family. But from the high probability of the sales segment will lead significantly. Whether it’s Leopard Five or U8 The more hardcore they are, the more capable they are. But essentially They’re not a car built specifically for off-road.
Only 15% of their target users Be a real off-road player The other 85% are urban users. I am also like this At the end of a year, I won’t really go to the desert several times. But the city road covers me every day Under such a scene. Blast my comfort
The advantages of low fuel consumption and so on are enormous. Starting from this logic The sales ceiling of the explosive five is very high. It’s only a matter of time before hardcore cross-country sales come first. The 5 million-class luxury car market enters the top five
The significance of looking up is not limited to the high end of BYD. What’s more, he defined the million-level benchmark of the new original god. Look up before it appears The million-level electric car only exists in silly fast The fancy way of opening the door and the light group
These are also really meaningful But compared to the 12-cylinder of the fuel car era That kind of technical barriers It’s a lot worse. The meaning of looking up gives the answer to the new era. That is the self-motor plus super body stability control system
If it is only the technical level to win the respect of the market That’s actually not enough. Although millions of luxury cars do not attach so much importance to sales volume. But it’s also a better performance than at that level. Probably most people have no idea about this. I’ll do a little science
Million Class Luxury Car At present, the best selling is Mercedes. If you include Maybach In this year about the domestic sold 65000 The second is Porsche. Probably 57000. Down is the 47000 of Land Rover and the 23000 of BMW If on the type of bicycle Look at U8
Could be in Cayenne next year After Mercedes s and Paramela A direct contest with the Land Rover Defender The brand end also happens to be similar. The first three are definitely out of the question in the short term. But the fourth and fifth is not a big problem.
This is definitely the unique achievement of independent brands The sixth plug-in market BYD’s dominance increases Why I Dare to Put Sales Expectations 3.8 million Compared to this year, it can increase by 25%. The core point lies in the 5~200000 interval Feeling too dominant And the strongest of these is undoubtedly BYD’s dm system.
There are three logics involved here. First, the penetration rate of new energy will increase again next year. Inevitably accompanied by a rapid expansion on top of the plug-in mix Northern cities as well as most people buy families The first car is actually more suitable for plug-in. This is an incremental demand.
Second, BYD has sold millions of plug-in models in the past two years. Costs have been compressed to the extreme. At present, only BYD has the ability to beat the same price of oil and electricity to the end. Play with the fuel car to the end Let more people embrace new energy
The 324 year byd to launch dm five-point force system Friends of the efforts of 3 years Catch up with BYD dm’s approximate level of 4: 00 And now BYD seems to be leading the way for another 3 years. 7th BYD will become the best brand in extreme conditions
Every year, the east side of the third party is very hot in Saudi Arabia. Especially the fundamental reason why many car companies got up early this year. These tests will really affect the sales of terminals. Let’s not talk about the rigor of these tests today. Only the technological progress of BYD
Next year BYD’s overall three points Will make some upgrades in extreme conditions For example, thermal management systems and so on. The classic Tencent man-machine In fact, the use of a new heat pump air conditioning Next year will match more models And gradually in the more high-end models Use some of the newer technologies
I predict that the east side will be very good next year. And it’s a cliff-edge lead. Class VIII 20 to 300000 models go downhill Of course, my predictions for BYD are not all good. There are some problems that I think will also be exposed. For example, BYD 20~300000 in the past two years
This model has been criticized for the past year. But the core model is the seal frigate zero seven and so on. Han and Tang are relatively safe. But I now think this situation will intensify next year. Cats with more than 300000 Fujimori equation will have a better life.
But the range of 20 to 300000 There are two points that BYD may recognize my core logic First, among the current models at this price did not use BYD’s more advanced technology Many people may not understand. I give you a talk If you are now a product manager of a new power.
All you have to do is take your best skills to this car. All go up Strive to sell the best There are even some futures or concepts Also want to put as much as possible in ppt to do marketing for everyone But if you are the product manager of BYD Sorry, you can’t
Because you have too many things to think about To ensure that the product is competitive But it can’t be too strong Can’t steal the limelight and technology from Big Brother The price is not too low Because you want to protect the pricing logic of the following models.
At the same time, you can’t lose money to sell cars like the new power. After all, you are now a mature first leader What you have to do is different from them. Therefore, the interval of 20~300000 is the most embarrassing You can’t get the core of the best technology
At the same time, it faces the most concentrated challenge of new energy. The second 20 to 300000 is the price range with the highest concentration of new forces. The underlying logic is simple New forces need to rely on a large number of top suppliers The cost of the car will not come down.
Build a 100000-class car. is very uneconomical And want the brand to stand still Basically, it is 20~30 More than 400000 models can be Since 23 years. The market has entered an era of abnormal price wars. New energy in addition to the ideal of BYD Tesla No one can make money. Lose less ah
All want to smile What is the situation at this time? You still use the technology and products of two or three years ago to get tough. Other people’s latest technology products And the somebody else or lose money to buy the kind How do you say this Of course.
The sales of flutes are still a lot. it’s still good After all, you are BYD After all, you have a strong brand effect and strong channel advantage You can also reduce prices to maintain a certain amount of sales. But these sales are not really down by product force. That’s not very nice.
It might even wear out your entire brand a bit. Ninth BYD’s public opinion influence will decline At the beginning of 23 years. I emphasized a concept It’s called public opinion war. A short period of 1 year I’m sure anyone who follows the auto industry They all deeply understand what these three words mean.
I don’t need to explain anymore This year BYD suffered too much negative is basically led by public opinion Apart from the equation gun fuel consumption, what about the other time of the incident? All of them were slow by more than two beats. And still stay in the rhythm of the fuel car era
Car company leaders play official tune with each other Touting each other Surface and gas I don’t know what I think behind my back. But it’s really different now There are two main things to be done in the public opinion war. The first is positive, the right response to something negative.
BYD is the first leading domestic It really needs more responsibility and capacity. Not every negative is a response. Not everything has to be compared. But the core of the damage to the brand And some things about the ace model Must be the first time to respond
Instead of letting the media and some malicious people ferment The second is the marketing of technology In fact, BYD’s marketing has made great progress in the past two years. For example, the blade battery Cloud point one square square and so on Are deeply rooted in the hearts of the people
But most of the time, you can’t follow the engineer’s thinking completely. Take an example For example, some time ago, BYD remembered to publicize itself. There were 800 five years ago. I got the first l3 in China half a year ago. Autopilot license plate These should have been vigorously to promote the point
They were all stolen by others. It hurts the product. Because people who used to buy cars didn’t use the Internet. Go to the four s store Buy whatever you like Now the people who buy trams are getting younger and younger. Your influence on public opinion on the Internet
Technical influence will directly affect your orders and sales volume. At this stage, I don’t think BYD can do it well. With Huawei Xiaomi and other technology circles have mixed up the entry of players for many years. BYD’s influence in this area will continue to pass through the 10th
BYD is likely to stumble in the first half of the year. I think in a sense BYD has entered a period of expansion This is definitely not a good thing But it’s not entirely a bad thing For example, before and after the poster was released
BYD is the most inflated in the past two years. Taking the top technology at that time in exchange for a large number of orders But the final configuration layout Price gradients and interaction logic and so on. frequent thunderstorms Cause a phenomenal product to fall to the bottom
Although it is still said to rely on overseas feedback Domestic re-reported my possibility But there is no doubt This is one of the most vivid negative teaching materials Such a story It is likely to continue in the first half of 24. What is the specific model What’s the situation?
I also can’t say too understand You can do reading comprehension and brain supplement according to the context. I think hit the south wall It’s a somersault. Good for BYD. Although BYD wants to be a Toyota in the new energy era Want to be a car company that sells well for one year
But in essence, it should still be technology-driven. Technology driven and product power driven Not just the scale effect. These are my ten predictions for BYD in 24 years. If you think differently Let’s talk together in the comment section.
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12件のコメント
奇怪,比亚迪为啥不向欧洲和澳洲推插混车?现在加拿大政府很急,国内没有一家电车厂,比亚迪是否可以考虑在来加拿大设厂?
键盘车神
比亚迪的车太丑了
比亚迪 皮卡呢?
零跑:只有比亚迪有能力?
比亚迪三电可以,底盘和人体工学都差点意思,现在智驾也不太领先。
比亚迪太丑了
我觉得迪王大概350万。
腾势车型外观设计真的太丑了
感觉2024年BYD增量只要海外,中国电动车市场趋于饱和
👍👍
400万