2 1 Shi Ji Jing Ji Bao Dao·2026-01-12 23:12Core Viewpoint - BYD has surpassed Tesla in pure electric vehicle sales for the first time in 2025, achieving a total of 2.2567 million units sold, representing a year-on-year growth of 27.86% [2] Group 1: Historical Development - The journey of BYD began 23 years ago with a focus on lithium iron phosphate (LFP) batteries, which were initially deemed unsuitable for electric vehicles due to low energy density [2][4] - In 2002, BYD's chairman Wang Chuanfu decided to pursue the LFP route, emphasizing safety and resource independence as key factors [4][10] - BYD launched its first plug-in hybrid model, the F3DM, in 2008, featuring self-developed LFP batteries [4][5] Group 2: Market Challenges and Strategic Decisions - From 2017 to 2019, the electric vehicle market faced challenges, with LFP batteries being marginalized as high-energy-density ternary lithium batteries gained popularity [5][6] - During this period, BYD experienced internal doubts about the LFP strategy but ultimately decided to focus on LFP technology, leading to the development of the "blade battery" [6][14] - A pivotal meeting in Qinghai in 2018 solidified the commitment to LFP batteries, addressing concerns about achieving longer ranges [14][16] Group 3: Technological Innovations - The blade battery design improved space utilization, allowing for a higher energy capacity within the same volume, achieving over 600 kilometers of range [6][17] - The manufacturing process for the blade battery involved overcoming significant technical challenges, including precision in stacking and cutting the battery components [19][20] - The blade battery was officially launched in 2020, showcasing its safety advantages through rigorous testing [6][7] Group 4: Future Directions - BYD plans to continue investing in LFP battery research and development, prioritizing safety as a core consideration [8][24] - The company is also focusing on enhancing charging speeds and addressing performance in extreme conditions, with the introduction of the "megawatt flash charging" technology [8][23] - Upcoming regulatory changes are expected to raise safety standards across the industry, which BYD is prepared to meet with its existing safety protocols [23][24]