The 1st of every month has become an unshakeable "Sales Release Day" in the auto industry. On September 1st, new energy vehicle manufacturers revealed their August sales figures. When seeing the number 440,293 units for BYD, everyone took a deep breath. This isn't just leading, it's a "cliff-like" presence.

What is the concept of 440,000 units? Let's put it this way, the sum of the 2nd to 4th on the leaderboard has only just touched its taillights. Sales reached a new milestone again, BYD, without controversy, once again took the sales champion of Chinese automakers and new energy sales champion, more strongly continuing the record of "No. 1 for consecutive 63 months".

In today's global auto market, why can BYD still sell so much? This is no longer just a product power issue, but a comprehensive overwhelm of system power. In short, BYD has almost "welded" various vehicle usage needs of global users into its product matrix.

What we see most daily is still the Dynasty and Ocean series, regulars for city commuting, grocery shopping and picking up kids. The newly listed Qin MAX broke 10,000 in its first month, indicating that A-segment family sedan users who were debating Sylphy and Lavida find it hard not to be moved after seeing the space and fuel consumption of Qin MAX.

What is more interesting is high-endization. Fang Cheng Bao sold 42,000 units in a single month, a 155.6% surge year-on-year, actually reaching first place among new EV brands with an average price of over 200,000 yuan. Denza is even more capable, 16,000 units in August, managing to stand firm in the MPV and luxury sedan market, with higher value.

The most surprising is exports. 189,000 units in August, 5 consecutive months of record highs, cumulative 1.158 million units in the first 8 months, already exceeding last year's full year. In countries like Thailand, Brazil, Israel, Dolphin and Song PLUS have become street cars, BYD has become a synonym for Chinese cars abroad.

Of course, the sales behind cannot be separated from the technical moat. The 2nd Gen Blade Battery and Flash Charging technology released in March this year, have received widespread recognition. As of August 28, 10,000 charging stations have covered 332 cities. "5 minutes to charge well, 9 minutes to charge full", this saying is not false.

This means in the time it takes to go to the service area to use the toilet, buy a coffee, the battery is full, range anxiety is being quickly diluted before the flash charge speed and flash charge network. This forward-looking technical strength and super-fast charging station construction speed, gave the market and users great confidence, is the confidence for BYD to continuously rise.

August is just the mid-game. With Denza Z9S, Denza Han starting pre-sales, Sealion 08, Denza N8L Pure Electric version, Fang Cheng Bao S series launching in September, plus the new cars like 3rd Gen Tang, Ti 9 etc. bombing sequentially, this chess game in the second half, BYD obviously still needs to continue expanding results.

Final Thoughts

When an automaker presses the gas pedal simultaneously on product, technology, brand, and overseas dimensions, the competitors behind it see not just a gap, but a chasm difficult to cross in the short term. For consumers, this might be a good thing. After all, that era of "fuel and electricity same price" or even "electricity lower than fuel", was really driven by it to this extent. To summarize in one sentence: BYD's best performance is still ahead.

Setiap bulan tarikh 1, telah menjadi "hari pengumuman" yang tetap tidak berubah dalam industri automotif. 1 September, pelbagai pengeluar kenderaan tenaga baru mula memaparkan rekod Ogos mereka. Apabila melihat angka BYD 440,293 unit, semua orang menarik nafas dalam-dalam. Ini bukan sekadar kepimpinan, ini adalah kehadiran "jurang besar".

440,000 unit itu apa konsepnya? Katakanlah, tempat kedua hingga keempat dalam senarai ditambah bersama, baru sahaja menyentuh lampu belakangnya. Jualan kembali mencapai tangga baharu, BYD tanpa keraguan sekali lagi meraih kejuaraan jualan pengeluar kereta China dan kejuaraan jualan kenderaan tenaga baharu, malah meneruskan rekod "Juara Berturut-turut Selama 63 Bulan" dengan kuat.

Dalam pasaran automotif global semasa, kenapa BYD masih boleh menjual sebanyak ini? Ini bukan lagi masalah kuasa produk yang mudah, tetapi keseluruhan sistem kuasa. Pada dasarnya, BYD telah "melengkapkan" pelbagai keperluan penggunaan pengguna global hampir ke dalam matriks produk mereka sendiri.

Yang paling biasa kita lihat, masih merupakan Siri Dinasti dan Lautan, pengguna tetap untuk perjalanan komuter bandar, membeli-belanja dan mengambil anak. Qin MAX yang baru dilancarkan pada bulan pertama telah melebihi 10,000 unit, menunjukkan pengguna kereta keluarga kelas A yang bimbang antara Sylphy dan Lavida, selepas masuk kedai melihat ruang dan penggunaan bahan api Qin MAX, sukar tidak tertolak.

Lebih menarik untuk dimainkan adalah penghijauan ke tahap tinggi. Fang Cheng Bao menjual 42,000 unit sebulan, meningkat 155.6% berbanding tahun sama, dalam kekuatan baharu baru dengan purata harga lebih 200,000, telah mencapai tempat pertama. Denza lebih hebat lagi, 16,000 unit pada Ogos, dalam pasaran MPV dan kereta mewah juga telah berdiri teguh, nilai yang lebih tinggi.

Yang paling mengejutkan ialah eksport. 189,000 unit Ogos, secara berturut-turut 5 bulan mencapai rekod baharu, 8 bulan pertama kumpul 1.158 juta unit, telah melebihi keseluruhan tahun lepas. Di negara seperti Thailand, Brazil, Israel, Dolphin dan Song PLUS sudah menjadi kereta biasa, BYD telah menjadi sinonim automotif China di luar negara.

Tentu saja, di belakang jualan tidak terlepas dari parit teknologi. Bateri pisau generasi kedua dan teknologi cas pantas yang dikeluarkan Mac tahun ini, telah mendapat pengiktirafan umum. Sehingga 28 Ogos, 10,000 stesen cas pantas telah merangkumi 332 bandar. "Cas penuh 5 minit, cas 9 minit", perkataan ini tidak palsu.

Ini bermakna dalam masa rehat masuk pusat perkhidmatan ke tandas, beli secawan kopi, elektrik sudah penuh, kebimbangan jarak perjalanan di hadapan kelajuan cas pantas dan rangkaian cas pantas sedang dicairkan dengan cepat. Kuasa teknologi yang terawal dan kelajuan pembinaan stesen cas pantas yang sangat cepat ini, memberikan keyakinan besar kepada pasaran dan pengguna, inilah asas daya tahan BYD untuk terus menaikkan.

Ogos hanyalah perang separuh masa. Dengan Denza Z9S, Han Besar mula pra-penjualan, Sea Lion 08, Denza N8L Edition Elektrik Penuh, Fang Cheng S Siri akan dilancarkan pasaran pada September, ditambah lagi Tang Generasi Ketiga, Titanium 9 dan kenderaan baharu lain bergilir-gilir, separuh tahun permainan ini, BYD jelas akan terus memperluaskan hasil perang.

Ditulis di Akhir

Apabila sebuah pengeluar kereta pada produk, teknologi, jenama, luar negara empat dimensi serentak menginjak gas, rakan sekerja di belakangnya melihat bukan sekadar jurang, malah satu jurang sukar dilewati dalam jangka pendek. Bagi pengguna, ini mungkin perkara baik. Lagipun, era "harga minyak dan elektrik sama" malah "elektrik lebih rendah daripada minyak", benar-benar telah tercipta melalui persaingan. Satu ayat ringkasan: Pentas menarik BYD, masih ada di hadapan.