BYD's sales in July hit a new high?Why is BYD again?

Recently, BYD can be described as the most watched listed company in the new energy vehicle market. Not long ago we discussed that BYD's market value surpassed Tesla, BYD announced that its new energy vehicle sales reached a new high. What a strange BYD?

1. BYD's sales in July hit a new high?

According to 36 氪, BYD announced on the Hong Kong Stock Exchange that new energy vehicles were sold for 162,500 units in July, with 50,500 units in the same period last year. The total installed capacity of energy storage batteries is about 7.287GWh.

In addition, according to the previous announcement information, BYD's sales volume of new energy vehicles in June was 13,4036 units. Based on this calculation, BYD's sales increased by about 21.27%month -on -month, and monthly sales hit a record high.

Guojin Securities said that BYD is in the big year of the product, and the rhythm of the new car is accelerated. It is conservatively estimated that the sales in 2022 and 2023 reached 1.6 million and 2.5 million, respectively. At the same time, the proportion of high -priced models in the company has increased, price increases have been launched one after another, and the company's performance is achieved significantly. Affected by the rise in raw material prices, the company made two prices on existing models in the first quarter and will be delivered to the second quarter. In addition, with the continuous volume of high -priced models, the launch of high -end brand models, the company's gross profit margin is It is expected to be improved.

Since the beginning of this year, BYD has accelerated the new rhythm, and multi -brand new models have been listed one after another. On July 29, BYD seals were officially listed. It is the second model of the marine series after dolphins. In the future, it will be launched in new models such as "Sea Lion" and "Seagull" to expand the product series. In terms of high -end brands, on May 16th, BYD launched the high -end MPV product Tengshi D9. The pre -sale order exceeded 30,000 units, which will be officially launched in mid -August.

Recently, BYD has actively opened up overseas markets such as Japan and Europe. On August 1, BYD announced that it entered the German and Swedish markets, and the first batch of vehicles were delivered in the fourth quarter.

Second, why is BYD?

We see that BYD has such a good market performance in the entire market, and many people will be surprised. This is why BYD had previously been on the new energy vehicle market. Although it did well, it was also tepid. At present, there are explosive growth, what should we think of this?

First of all, BYD may have been a balanced state before. The resources are distributed to various fields to make efforts. For example, the familiar fuel vehicles, such as new energy vehicles, such as battery The diversified development direction will inevitably disperse the energy and resources of his competition. Now BYD has begun to comprehensively lay out new energy vehicles. It can be said that the entire resources and capabilities are recovered, and the centralized direction is concentrated. Under such a big background, there are some good market performance and market response. It is also the development direction of BYD itself.

Secondly, from the perspective of the entire industry, the current industry is in the background of a comprehensive development of a comprehensive development. BYD, as a representative company of new energy vehicles, has a strong market competitiveness. Naturally, it can promote the long -term market for a long time Sustainable development, so BYD will have such a good performance. It is above the market's outlet, and its own market competitive advantage, especially in terms of motor and battery, naturally promotes BYD's better better Development is the current advantage of BYD.

Third, from the perspective of long -term development, BYD's current advantages can continue to continue, there are still some market imagination space. After all, for the current market, BYD is a company with industrial upstream and downstream control capabilities. In the upstream of the industry, it has its own differentiated competitive advantage in the entire battery manufacturing field. It has relatively complete channel resources in the downstream of the industry. In addition, its own new energy vehicle manufacturing is different from the traditional market manufacturing, so We can say that BYD is currently a company with a comprehensive advantage, and if he wants to play the advantage better, in addition to doing something on the air outlet, what he needs to do, he is more valuable.

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