Ke alakaʻi: Weilai, Xiaopeng a me Ideal Auto, nā ʻelele o nā pūʻali hana kaʻa hou, ua loaʻa i ke kūʻai aku o 5,074, 9,002 a me 4,167 mau ʻāpana i kēlā me kēia ma ʻApelila, me ka huina o 18,243 mau ʻāpana, ʻoi aku ka liʻiliʻi o ka hapalima o nā ʻāpana 106,000 o BYD. ʻekahi. Ma hope o ka nui o ke kūʻai aku, ʻo ia ka hakahaka nui ma waena o "Weixiaoli" a me BYD ma nā wahi koʻikoʻi e like me ka ʻenehana, nā huahana, nā kaulahao lako a me nā ala.
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ʻO BYD, kahi hui kaulana i ke kaiāulu ʻoihana Kina, ke hoʻomau nei i ka hoʻonui ʻana i kona poʻokela ma ke kahua o nā kaʻa ikehu hou.
Ma ka lā 3 o Mei, ua hoʻopuka ʻo BYD i kahi hoʻolaha ma ka Hong Kong Stock Exchange. Wahi a ka hoʻolaha, ʻo ke kūʻai ʻana o ka hui i nā kaʻa ikehu hou i ʻApelila a hiki i ka 106,042 mau ʻāpana, kahi hoʻonui makahiki-ma-makahiki o 313,22% i hoʻohālikelike ʻia me 257,662 mau ʻāpana i ka manawa like i ka makahiki i hala. ʻO kēia ka lua o ka mahina i ʻoi aku ka kūʻai ʻana o nā kaʻa ikaika hou o BYD ma mua o 100,000 mau ʻāpana mai Malaki o kēia makahiki. I Malaki, ua hōʻea ke kūʻai aku kaʻa kaʻa hou o BYD i 104,900 mau ʻāpana, kahi piʻi makahiki o 333.06%.
Ma waena o lākou, ʻo ke kūʻai aku ʻana i nā hiʻohiʻona uila maʻemaʻe i ʻApelila he 57,403 mau ʻāpana, he piʻi o 266,69% ma mua o 16,114 mau ʻāpana o ka makahiki i hala; ʻO ke kūʻai aku ʻana o nā kumu hoʻohālike plug-in hybrid i ʻApelila he 48,072 mau ʻāpana, he piʻi o 699.91% ma mua o 8,920 mau ʻāpana o ka makahiki i hala.
He mea kūpono ke ʻōlelo ʻia ʻo kēia hoʻokō o BYD ma ka ʻaoʻao hoʻokahi i ka pōʻaiapili o "ka nele o nā cores a me ka liʻiliʻi lithium" i ka ʻoihana kaʻa kaʻa hou honua, ma kekahi ʻaoʻao, i ka pōʻaiapili o ka pani ʻana o nā ʻāpana kaʻa he nui Kina. nā hui i hoʻopilikia ʻia e ka maʻi maʻi pneumonia lei hou. ʻAʻole maʻalahi ka hoʻokō.
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ʻOiai ua loaʻa ʻo BYD i nā kūʻai maikaʻi ma ʻApelila, nui nā ʻoihana kaʻa kaʻa hou i ʻike i nā kūʻai maikaʻi ʻole. No ka laʻana, ʻo Weilai, Xiaopeng a me Ideal Automobile, nā ʻelele o nā pūʻali hana kaʻa hou, ua loaʻa i ke kūʻai aku o 5,074, 9,002 a me 4,167 mau ʻāpana i kēlā me kēia ma ʻApelila, me ka huina o 18,243 mau ʻāpana, ʻoi aku ka liʻiliʻi o ka hapalima o nā ʻāpana 106,000 o BYD. Ma hope o ka nui o ke kūʻai aku, aia ka ʻāpana nui ma waena o Wei Xiaoli a me BYD ma nā wahi koʻikoʻi e like me ka ʻenehana, nā huahana, nā kaulahao lako a me nā ala.
ʻO ka mea mua, ma ke ʻano o ka ʻenehana, ua hoʻokumu ʻo BYD i kekahi mau ʻenehana koʻikoʻi alakaʻi i ka ʻoihana ma nā kahua o ka pā uila, DM-i super hybrid a me ka e-platform 3.0, ʻoiai ʻo Weilai, Xiaopeng a me Ideal Auto ʻaʻole i loaʻa i kekahi. Ke hilinaʻi nei ka ʻenehana kumu o ka ʻoihana i ke kākoʻo ʻenehana o nā mea hoʻolako upstream.
ʻO ka lua, ma ke ʻano o nā huahana, ua hoʻokumu ʻo BYD i kahi matrix huahana ikaika. Ma waena o lākou, ua loaʻa i ka Han, Tang a me Yuan Dynasty nā kūʻai aku i kēlā me kēia mahina ma luna o 10,000, a ua loaʻa iā Qin a me Song i nā kūʻai maikaʻi loa o kēlā me kēia mahina o 20,000+.
ʻAʻole i liʻuliʻu, ua hoʻolaha kūkala ʻo BYD i ka wā i ʻōwili ʻia ai ka 200,000th medium-to-large flagship sedan Han ma ka hale hana Shenzhen, a lilo i hui Kina mua e hoʻokō i nā hopena "kumu kūʻai a me ka offline pālua 200,000+". He mea nui ia i ka mōʻaukala o ka ʻoihana kaʻa o Kina.
Ma waho aʻe o nā huahana moʻo Dynasty, ua kau pū ʻo BYD i kahi ʻano o nā huahana kai me ka mana nui. Hoʻokaʻawale hou ʻia ka moʻo moana i ʻelua sub-series, ke ola moana a me nā moku kaua moana. Hoʻohana nui ka moʻo ola kai i nā kaʻa uila maʻemaʻe me ka hoʻohana ʻana i ka e-platform 3.0 architecture, a ʻo ka moʻo kaua moana e hoʻohana nui i ka ʻenehana super hybrid DM-i no nā kaʻa hybrid plug-in.
I kēia manawa, ua hoʻokuʻu ka moʻo ola kai i kāna kumu hoʻohālike uila maʻemaʻe mua, ʻo ka Dolphin, kahi mea kaulana loa, me ke kūʻai aku ma mua o 10,000 no kekahi mau mahina. Eia kekahi, e hoʻokuʻu koke ʻia ka huahana sedan waena waena, ʻo Dolphin. Ua hoʻokuʻu wale ka moʻo moku kaua moana i ka mea luku kaʻa paʻa mua 05 ʻaʻole i lōʻihi ma mua, a e hoʻokuʻu koke aku i ka mid-size SUV frigate 07.
I ka hapa lua o kēia makahiki, e hoʻokuʻu pū ʻo BYD i kekahi mau huahana hou i ka moʻo Ocean. Me ka pau ʻana o kēia mau huahana, e hoʻonui hou ʻia ka pono hoʻokūkū o BYD i nā huahana.
ʻO ke kolu, ma ke ʻano o ke kaulahao hoʻolako, loaʻa iā BYD kahi hoʻonohonoho piha i nā kahua o nā pihi mana, nā kaʻa, nā mana uila a me nā semiconductor. ʻO ia ka hui kaʻa ikehu hou me ka hoʻolālā hohonu loa ma ke kaulahao hoʻolako upstream ma Kina a ma ka honua hoʻi, kahi e hoʻohālikelike ai i ka upstream i ka ʻoihana holoʻokoʻa. I ka hihia o kahi pilikia kaulahao lako, hiki iā ia ke hoʻoponopono mālie iā ia a lilo i mea kū hoʻokahi wale nō contrarian riser i ka ʻoihana.
ʻO ka mea hope loa, ma ke ʻano o nā kahawai, ʻoi aku ka nui o nā hale kūʻai 4S offline a me nā lumi hōʻike kūlanakauhale ma BYD ma mua o Wei Xiaoli, e kākoʻo ana i nā huahana a BYD e hiki i ka nui o nā mea hoʻohana a hoʻokō i nā kālepa.
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No ka wā e hiki mai ana, ua hāʻawi ka poʻe i loko o BYD a me nā poʻe loea i waho i nā wānana manaʻo maikaʻi.
Mai Ianuali a ʻApelila 2022, ua hōʻea nā kūʻai kumulative o BYD i 392,400 mau ʻāpana, me ka awelika kūʻai o kēlā me kēia mahina ma kahi o 100,000 mau ʻāpana. ʻOiai ma nā kuhi conservative e kēia maʻamau, e hoʻokō ʻo BYD i ke kūʻai ʻana o 1.2 miliona mau ʻāpana i 2022. Eia naʻe, wānana kekahi mau ʻoihana brokerage e manaʻo ʻia ka kūʻai maoli ʻana o BYD ma mua o 1.5 miliona mau ʻāpana i 2022.
Ma 2021, e kūʻai aku ʻo BYD i ka huina o 730,000 mau kaʻa, me ka loaʻa kālā o 112.5 biliona yuan ma ka ʻāpana kaʻa, a ʻo ka awelika kūʻai kūʻai aku o kahi kaʻa e ʻoi aku ma mua o 150,000 yuan. Wahi a ke kumukūʻai kūʻai o 1.5 miliona mau ʻāpana a me ke kumu kūʻai kūʻai awelika o 150,000, ʻo ka ʻoihana kaʻa kaʻa a BYD wale nō e loaʻa i ka loaʻa kālā ma mua o 225 biliona yuan i 2022.
Nānā mākou i kahi pōʻai lōʻihi. Ma kekahiʻaoʻao, me ka hoʻonuiʻiaʻana o ke kūʻaiʻana o BYD, a ma kekahiʻaoʻao, me ka piʻiʻana o ke kumukūʻai i laweʻia e ka papahana kiʻekiʻe o BYD, ua manaʻoʻiaʻo BYD e hoʻokō i nā kūʻai makahiki o 6 miliona mau'āpana i nā makahiki e hiki mai ana, me 180,000. nā ʻāpana i kūʻai ʻia i kēlā me kēia makahiki. ʻO ke kumu kūʻai maʻamau o ke kaʻa. Ma muli o kēia helu ʻana, ʻoi aku ka nui o ke kūʻai ʻana o ka ʻāpana kaʻa o BYD ma mua o 1 trillion yuan, a ma muli o ka nui o ka loaʻa kālā o 5% -8%, hiki ke kiʻekiʻe ka loaʻa kālā e like me 50-80 biliona yuan.
Wahi a ka loiloi o 15-20 mau manawa o ke kumu kūʻai-loaʻa lākiō, ʻo ke kumukūʻai mākeke o BYD i ka mākeke kapikala e hiki paha i ka laulā o 750-1600 biliona yuan. E like me ka lā kālepa hou loa, he 707.4 biliona yuan ka waiwai kūʻai o BYD, kokoke i ka palena haʻahaʻa o ka helu helu o 750 biliona yuan, akā ʻoi aku ka nui o ka lumi pālua no ka ulu ʻana mai ka palena kiʻekiʻe o 1.6 trillion yuan ma ka mākeke. waiwai.
E pili ana i ka hana hou a BYD ma ka mākeke kapikala, e "ʻike ka poʻe lokomaikaʻi i ko lākou mau manaʻo ponoʻī, a ʻike ka poʻe naʻauao i ka naʻauao", ʻaʻole mākou e hana i nā wānana kikoʻī e pili ana i kāna ʻano kumu kūʻai. Akā ʻo ka mea maopopo ʻo BYD kekahi o nā ʻoihana i manaʻo nui ʻia ma ke kaiāulu ʻoihana Kina i nā makahiki e hiki mai ana.
Ka manawa hoʻouna: Mei-07-2022