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比亚迪放弃车海战术?销量不重要,王传福意在“超级e平台”
3 6 Ke·2025-08-01 09:55

Core Viewpoint - BYD has set a sales target of 5.5 million vehicles for this year, an increase of 1.2279 million vehicles compared to last year's total sales. The company is shifting its strategy from a "car sea tactic" to a more focused approach, concentrating on four key models while delaying the launch of several mid-to-high-end vehicles to next year [1][8]. Group 1: Sales Performance and Strategy - In the first seven months of this year, BYD launched at least 10 new models, but despite advanced technology, these models have not dominated their respective segments [2][4]. - BYD's Han L sold 4,148 units in June, while competitors like Xiaomi's SU7 and Zeekr 007 performed better, indicating a struggle to impact the market significantly [5]. - The company has sold a total of 2,145,954 vehicles in the first half of the year, maintaining its position as the top-selling automaker in China and globally in the new energy vehicle market [6]. Group 2: Focused Product Strategy - BYD is concentrating on four strategic models: Yangwang U8L, Yangwang U7, Haiyan 06, and Titanium 7, while postponing the release of Song L GT and Tengshi N8L. This decision is seen as a response to the need for a more refined product strategy in the high-end market [9][10]. - The Yangwang U8L is positioned against luxury SUVs like the Range Rover and Maybach GLS, while the Yangwang U7 aims to compete with high-end flagship sedans [10][12]. - The Haiyan 06 is targeted at the 150,000 yuan new energy SUV market, an area where BYD has significant experience, but it requires more resources to enhance its visibility and sales [12][15]. Group 3: Super e Platform Development - The delay in launching Song L GT and Tengshi N8L is linked to the focus on the Super e platform, which is expected to be showcased alongside these models in early next year [16][22]. - The Super e platform boasts high performance and charging convenience, but BYD needs to invest significantly in charging infrastructure to support its claims [22][23]. - BYD plans to build over 4,000 megawatt fast-charging stations and collaborate with operators to establish 15,000 charging stations, which is crucial for the success of the Super e platform [22][23].