BYD is going to monopolize the 100,000-level pure electric car market?
I just finished reading the pure electric car sales list from January to November 2024, and I almost thought I clicked on the wrong BYD annual financial report. In the top ten, BYD occupies four seats – Seagull, Dolphin, and other brother models, which is simply a “King of Glory” scene.
The most surprising thing is Volkswagen ID.3. This car was able to sell more than 10,000 units per month last year, but now only 4,217 units have been sold in May. You know, this is the “control benchmark” praised by the media every day, why is it suddenly not popular?
BYD’s “Besieged on all sides” strategy
BYD Seagull sits firmly in the top spot with 400,000 units. What does this number mean? It is equivalent to the population of a small county, and each person buys one.
Haiming and Bingo followed closely behind, both breaking the 150,000 mark. Although BYD Dolphin ranked fourth, its sales of 100,000+ still made other brands jealous.
This is the power of dimensionality reduction. BYD has controlled costs tightly with its blade battery technology and complete industrial chain. The price range is 70,000 to 80,000 yuan, the range is 300-400 kilometers, and the configuration is not bad – this makes traditional fuel vehicles begin to doubt life.
Tesla Model 3 can squeeze into the top three, mainly relying on brand effect and super charging network. But to be honest, the price of 300,000 yuan is no longer 100,000 yuan, it is more like “accidentally” entering this list.
Volkswagen ID.3’s “midlife crisis”
Let’s talk about the topic model ID.3. Last year, this car was still the “leader” of joint venture electric vehicles, but this year it was crushed by domestic cars.
What’s the problem? First of all, the battery “cut corners” – from ternary lithium to lithium iron phosphate, the capacity only increased by 0.8 kWh, and the range is still 451 kilometers. Long-distance driving in winter? Haha.
The car system is even more severely affected. The voice assistant seems to have “Alzheimer’s disease” and often answers irrelevant questions. The fluency is not as good as that of domestic cars – even Wuling can make smooth car machines these days, but Volkswagen is still using the “ancient” system.
The most terrible thing is the reduced configuration.The starting price is 130,000 yuan, and the steering wheel is still plastic.The wireless charging power is only 15W, and you have to wait until the flowers wither to charge a mobile phone.
The “encirclement and suppression” offensive of domestic cars
Now the 100,000-level pure electric car market is really too competitive! Xiaopeng MONA M03, Geely Galaxy E5, BYD Haisheng 05 EV… New faces enter the market every month.
These latecomers are not only more expensive, but also more equipped. Laser radar, seat massage, ambient light… Configurations that were only available in luxury cars before, can now be done with 150,000 yuan.
The only advantage of ID.3 is control.The suspension tuning of McPherson + multi-link is really good, and it is very stable when cornering. But now young people buy cars, and they pay more attention to the intelligent experience and cruising range, rather than the “German-style” control.
Just like an old driver driving a manual transmission, no matter how good his skills are, he can’t stand the tide of the times. In the era of electric vehicles, software-defined cars are king. Do you think Volkswagen ID.3 still has a chance to turn around? Faced with BYD’s “combination punch” and the siege of domestic new forces, the road for electric vehicles of joint venture brands is getting narrower and narrower. Perhaps only a significant price cut can win the favor of consumers again.
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