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How far is BYD from the global car leader,the leading enterprise is just around the corner. - YouTube
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charlie munger once introduced juan chon
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fu to buff it as a hybrid of edison and
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welch combining edison's
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engineer-oriented innovation with jack
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welch's ability to expand a brand's
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market reach and assemble top talent
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from low-end domestic cars to high-end
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new energy vehicles from mobile phone
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batteries to lithium iron phosphate
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blade batteries byd has become a
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behemoth with a market value of more
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than 800 billion yuan its brand image
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has gradually begun to get rid of the
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previous low end and cheap impression
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and has begun to transform to high end
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and technological
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why bid a mysterious oriental giant has
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become china's largest car company in
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market value from the perspective of
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research let's observe the internal and
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external factors of byd's rapid
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development and whether it can overtake
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the car to join the international front
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line zero one stock price recovery to
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discover the core value of the company
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bid group has fuel vehicles new energy
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vehicles power batteries mobile phone
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batteries semiconductor chips and other
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business segments only the revenue
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structure to determine the company's
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core business is sometimes a little
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one-sided and the capital markets
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judgment of the enterprise will be
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reflected in the company's stock price
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reviewing the historical stock price
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performance of the company we can
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clearly find that the sensitive factors
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affecting the company's stock price from
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2012 to now will gradually change the
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market situation of fuel vehicles to the
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market situation of new energy vehicles
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the first stage june 2011 to september
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2012 influenced by the macro economy
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domestic automobile sales fell sharply
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and the company's stock price entered a
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downward cycle the second stage october
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2012 to february 2014 the company's fuel
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car s6 insurance were hot selling with
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the year-on-year growth rate exceeding
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10 percent for many consecutive months
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at the same time in september 2013 the
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national subsidy for new energy vehicles
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was issued and the follow-up policies
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were continuously increased as the
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industry leader of the new energy
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vehicle market accounting for 15 percent
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the sales volume and stock price rose
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the third stage march 2014 to december
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2014 the growth rate of domestic
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automobile sales declined and the joint
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venture brand fuel car price cut
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occupied the market share of the
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independent brand and the company's
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stock price entered a downward cycle
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again the fourth stage january 2015 to
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december 2016
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the company's new energy vehicles broke
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through the price pressure of joint
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venture brand fuel vehicles and the
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sales and revenue increased rapidly
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accounting for more than one-third of
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the group's revenue at that time the
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fifth stage january 2017 to december
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2019 subsidies for new energy vehicles
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gradually reseeded battery electronic
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control technology was iterated and
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upgraded rapidly and the technical
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threshold was constantly raised at the
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same time tesla entered the chinese
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market and bmw mercedes-benz and other
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first-tier joint venture brands began to
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launch subsidized hybrid models
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intensifying competition in the industry
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the consumption center of new energy
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vehicles in the industry also began to
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shift from low end vehicles to high-end
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vehicles the company's new energy
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vehicle market share declined from 30
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percent to 20 percent in 2016 the sixth
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stage january 2020 to now the technology
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maturity functionality safety and
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comfort of new energy vehicles began to
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be recognized by the market after years
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of technical iteration the market was
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driven by policy subsidies to the market
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and the sales of new energy vehicles
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increased significantly under the huge
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impact of the epidemic the company with
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blade battery technology and han tang
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dragon face and other new high-end
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products to achieve a strong technology
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cycle and product cycle overlay new
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energy vehicle sales exceed expectations
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the stock price also attracted a round
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of soaring from the dividend period of
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new energy vehicles from 2012 to 2016 to
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the precipitation period of subsidy
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withdrawal battery technology route
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conversion and tesla's entry in 17 to 19
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and then to the explosion period of
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blade batteries high-end models and
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china's benchmark the sales volume of
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the company's new energy vehicles in the
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first half of 2021 exceeded 150 000
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units hitting a record high meanwhile
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new energy models accounted for 62
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percent of the total vehicle sales
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exceeding 50 percent for the first time
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bids value core has completely shifted
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from the original fuel cars low-end
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domestic cars to new energy vehicles and
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spare parts the transformation of value
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core has brought dual improvement of
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performance and valuation for byd
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realizing davis doubleclick however the
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transformation of the core value of an
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enterprise is by no means as simple as
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it looks from the outside world a
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successful transformation not only
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requires the accumulation of technology
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and brand but also requires the right
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direction and bold decisions
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numerous enterprises have fallen on the
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long road of transformation
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so how did byd successfully complete the
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transformation
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zero two technology and brand long
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upgrade road constantly break through
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the technical threshold with the
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thinking of engineers in 2008 byd was
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the world's first innovative energy
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plug-in hybrid technology and launched
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the first new energy vehicle f3dm in
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2009 the first pure electric model e6
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was launched since then byd formally
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entered the new energy track continuing
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bids consistent independent research and
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development and production style of
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spare parts while developing and
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producing new energy vehicles byd also
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simultaneously carried out the research
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and development and production of power
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batteries electric drive modules
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automotive semiconductor chips and
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intelligent driving chip algorithm from
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previous financial reports from 2013 to
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2011 byd's r d investment totaled
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8.556 billion yuan accounting for 4.37
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percent to 5.46 percent of its annual
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operating revenue and the absolute
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amount of r d investment increased every
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year why say byd is oriental mysterious
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big factory it is known for new energy
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vehicles but in fact byd is the only
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global control of igbt chips sick hole
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industry chain core technology three
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power technology solar energy and energy
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storage solutions of vehicle enterprises
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in 2020 byd power battery installed
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number two in china the world's fourth
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motor electronic control installed
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number one in the country 2019 igbt
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module shipment number two in china the
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company is now the largest igbt
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manufacturer in the country accounting
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for nearly twenty percent of the auto
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market absorb top talents in the
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industry to complete brand promotion in
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order to change the impression of cheap
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low end and ugly products byd began to
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focus on improving design ability in
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2016 and combined with market publicity
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hired high-profile industry well-known
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personnel and teams from mercedes-benz
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audi ferrari and other companies to join
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byd
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zero three product matrix challenges
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leading to first tier car enterprises
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when it comes to first-year car
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companies people naturally think of the
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bba combination of mercedes-benz bmw and
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audi and volkswagen and general motors
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may also come to mind in terms of scale
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the biggest difference between these
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first-tier automakers and other
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automakers is the completeness of their
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product lines
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mercedes for example by the end of
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september 21st in the domestic total of
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beijing bands fujian bands bands
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mercedes amg imports mercedes eq and
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mercedes-maybach six major categories
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such as class a class c of the cars
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being sold a total of 49 covering 1404
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kinds of style products include car suv
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mpv sports and other fields let's look
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at volvo another well-known second-tier
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joint venture brand in china it sells 12
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car lines covering 55 styles and its
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products are basically only cars and
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suvs
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compared with mercedes benz it can be
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found that the types series and models
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of first tier brand products are
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significantly more than one order of
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magnitude rich products are not only the
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embodiment of enterprise brand influence
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and marketing ability but also the
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embodiment of technological research and
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development and financial strength to
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achieve each product with the same level
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of products have a certain
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competitiveness and through the rich
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product lines to achieve long-term
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growth of automobile sales
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so far byd has sold 24 cars covering 133
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models including sedan suv and mpv at
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present two parallel product lines of
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dynasty family in each series have been
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formed dynasty family positioning in the
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middle and high end existing qin tang
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song yuan han 5 dynasty's 30 models
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among which tang and han positioning
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high end song yuan chin positioning in
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the middle market e series is positioned
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at the low end market with e1 e2 and e3
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priced at fifty nine thousand nine
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hundred yuan to one hundred and forty
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four thousand eight hundred yuan mainly
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aimed at a zero and a class car market
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with the core technology of blade
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battery plus dmi the company has a
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strong competitive edge in price
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performance and comfort in the
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competition between pure electric and
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hybrid models and the same type of
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models from other car companies dynasty
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plus ocean two series of product matrix
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respectively aimed at the high-end
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market and the young mass market
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combined with the company's 10-year
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history of new technology equals popular
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models equals sales increase sales
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change law continuous high-quality
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models will continue to improve the
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company's car sales impact on the first
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tier automobile enterprises but as we've
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said before a rich product line is a
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test of brand power marketing power
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technology development and financial
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strength and the failure of any one
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model can disrupt long-term development
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plans this is bid to the first line car
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enterprises in the process of the great
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challenge
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zero for endnotes in addition to fuel
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cars and new energy vehicles byd also
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has the world's leading manufacturers of
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power batteries semiconductors
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electrical control at the same time it
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is breaking the original business model
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of self-production and self-marketing
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and constantly opening its excellent
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products to other car companies in the
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market
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once relevant businesses prove their
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independence in the market competition
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independent listing will become a new
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expectation at the same time because of
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the large-scale sales of new energy
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vehicles byd also has a large number of
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positive fuel consumption points first
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in china and new energy points second in
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china and the future car points
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transaction will also add to its
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performance after more than 20 years of
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market for technology in china's auto
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industry we have reason to believe that
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byd which has multiple leading
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advantages in technology brand and
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industrial chain has the hope of
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overtaking on the curve and becoming a
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world-class first tier auto company with
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the chip of new energy
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