BYD's Wang Chuanfu piav qhia Yuav ua li cas Tuam Tshoj tus No. 1 EV Tsim Nyog Tau Txais Tesla

Zaj dab neeg no yog ib feem ntawm Forbes 'kev pab cuam ntawm Tuam Tshoj tus nplua nuj 2022. Saib daim ntawv teev tag nrho no.

BYD txoj kev vam meej tso nws tus lej 11 Ntawm Tuam Tshoj tus 100 Richest Nrog $ 17.7 billion Fortune.

Tnws tus neeg nplua nuj Suav uas nws BYD nyuam qhuav usurped Tesla ua lub ntiaj teb tus muag khoom loj tshaj plaws ntawm cov tsheb fais fab muaj qee cov lus qhia rau cov neeg ua lag luam. "Ua ntau dua thiab tham tsawg," hais Wang Chaw, tus thawj tswj hwm ntawm BYD, Tuam Tshoj tus tsim EV loj tshaj plaws hauv kev xam phaj tshwj xeeb los ntawm email.

Nws lub tuam txhab Shenzhen tau tshaj tawm nws cov neeg sib tw Asmeskas hauv thawj ib nrab xyoo 2022, muag qee qhov 641,000 hluav taws xob thiab hybrid plug-in qauv, piv rau Teslayog 564,000. Qhov no ua rau muaj plaub npaug ntawm BYD kev muag khoom xyoo dhau los, txawm hais tias kev lag luam cuam tshuam los ntawm Covid-19 cuam tshuam txog kev kaw hauv Shanghai.

Tom qab nws txoj haujlwm ncej yog cov ntaub ntawv ntawm cov thev naus laus zis tshiab, hais tias Wang: "[BYD] tau paub txog cov thev naus laus zis tseem ceeb ntawm tag nrho cov kev lag luam ntawm cov tsheb tshiab, xws li roj teeb, lub cev muaj zog thiab kev tswj hluav taws xob."

Cov npe ntawd kuj suav nrog cov khoom siv hluav taws xob - BYD's chipmaking caj npab, BYD Semiconductor, tshwj xeeb hauv kev ua cov chips siv hauv EVs, uas tau tso cai rau lub tuam txhab mus txog qhov tsis txaus uas cuam tshuam kev muag khoom ntawm lwm cov tuam txhab EV. Hauv kev lag luam EV thoob ntiaj teb tau kwv yees kom ncav cuag $ 824 billion los ntawm 2030 (ntawm CAGR ntawm 18%), raws li Portland-based Allied Market Research, "kev koom ua ke ntsug yog muab BYD mus sij hawm ntev nyob hauv lub zog thaum cov neeg sib tw me me uas tseem tsis tau vertically. Kev sib koom ua ke yuav raug tsav tawm, "hais tias Bill Russo, CEO ntawm peev pab tswv yim tuam txhab Automobility hauv Shanghai.

Hauv thawj cuaj lub hlis ntawm lub xyoo, BYD cov nyiaj tau los ze li ntawm plaub npaug rau cov ntaub ntawv $ 1.3 nphom xyoo-rau-xyoo, txhawb nqa los ntawm kev muag EV tshiab uas tau nce 250% mus rau 1.2 lab nyob rau lub sijhawm ntawd. Nws lub khw muag khoom yog nyob ib ncig ntawm $ 100 nphom, txawm tias luv luv Tesla, sib tw ua lag luam ua lag luam muaj txiaj ntsig ntawm US incumbents Ford Tsav thiab General cov Motors lwm yam; thiab nws tau muab Wang tus nqi ntawm $ 17.7 nphom thiab tus lej 11 ntawm Tuam Tshoj 100 tus neeg nplua nuj tshaj plaws. Dhau li ntawm Wang, BYD tau tsim ob tus neeg nplua nuj. Wang tus cofounder thiab npawg Lu Xiangyang, tus thawj coj uas tsis yog thawj coj ntawm BYD, uas nyob qib 18 nrog cov txiaj ntsig muaj nqis txog $ 12.7 billion, thiab tus thawj coj Xia Zuoquan, txawm tias nws plam qhov tsawg kawg nkaus rau daim ntawv teev npe.

Twb tau lub npe tsev neeg nyob hauv Suav teb, qhov twg BYD ua rau yuav luag 70% ntawm kev muag khoom, Wang tab tom nrhiav kev tawm tsam thoob ntiaj teb. Hauv Asia, 56-xyoo-laus tsis ntev los no tau tshaj tawm cov qauv EV tshiab hauv Nyiv, Thaib teb thiab Is Nrias teb, thiab npaj yuav tsim cov chaw tsim khoom hauv ob lub tom kawg kom muaj peev xwm. Thaum Lub Kaum Hli, BYD tau nthuav tawm peb lub qauv hluav taws xob ntawm Paris Auto Show, ib feem ntawm cov phiaj xwm loj dua rau Tebchaws Europe. Lub tuam txhab, uas muaj ntau tshaj 30 lub hauv paus tsim khoom thoob ntiaj teb, hais tias nws cia siab tias yuav muag tsawg kawg 1.5 lab EVs xyoo no, nrog rau lub hom phiaj tshaj tawm txog 4 lab hauv 2023.

Nrog kev paub hauv tes, lub tswv yim dhau los ua "kev coj ua ntawm kev lag luam ua tiav," Wang hais. "Ua ntej, thev naus laus zis ua haujlwm rau lub tswv yim, thiab qhov thib ob, nws pab cov khoom lag luam. Technology tuaj yeem ua rau cov tswv yim lag luam kom meej dua, thiab nws tseem tuaj yeem ua rau cov lag luam saib siab dua, deb dua thiab tob dua. " Tus nqi ntawm cov tswv yim tsis raug yog feem ntau underestimated, nws ntxiv. "Yog tias tus qauv tsheb tawg, nws tsuas yog yuav raug nqi ntau pua lab yuan, tab sis yog tias txoj kev coj ua tsis ncaj ncees lawm, nws yuav siv sijhawm peb mus rau tsib xyoos, thiab lub sijhawm tsis tuaj yeem yuav nrog nyiaj." Ib qho kev sib xyaw ua ke ntawm kev siv thev naus laus zis thiab lub tswv yim ua tiav ntawm BYD yog qhov kev txhim kho ntawm qhov nws hu ua cov roj teeb pob, tsis muaj cobalt rau lwm cov roj teeb lithium-ion rechargeable uas tau hais tias muaj kev nyab xeeb thiab ruaj khov dua. BYD tsis tsuas yog nruab cov roj teeb hauv nws lub tsheb xwb; nws muag lawv rau lwm tus neeg tsim tsheb, tshaj tawm suav nrog Tesla.

Lwm qhov ntawm nws lub tswv yim yog ua cov qauv uas pheej yig dua nws cov neeg sib tw. Suav EV tsim Menyuam thiab XPeng phiaj lub lag luam khoom kim heev nrog cov tsheb nrog tus nqi siab dua kom phim. Feem ntau ntawm BYD's lineup muag rau ntawm $ 13,200 thiab $ 46,700. Lub caij no Tesla qauv pib ntawm ib ncig ntawm $ 50,000 ua ntej tsis ntev los no tau tshaj tawm tus nqi txiav. BYD tseem muaj qhov tob ntawm kev ua haujlwm hauv kev sib tw Tuam Tshoj kev lag luam, thiab ua nws thawj zaug mus txawv tebchaws ze li kaum xyoo dhau los nrog lub tuam txhab tsheb npav hluav taws xob hauv California.

Tu Le, tus tsim ntawm Sino Auto Insights, tus kws pab tswv yim uas ua raws li Tuam Tshoj txoj kev lag luam tsheb tau hais tias "Lawv tau muaj qee cov neeg siv khoom nyuaj uas pab lawv tsim cov tawv nqaij tuab thiab phau ntawv qhia tau kawm,"

Wang loj hlob hauv ib lub tebchaws txom nyem tshaj plaws. Nws tawm hauv nws lub zos hauv tsev kom tau bachelor's degree, thiab tom qab ntawd tus tswv, hauv roj teeb thev naus laus zis, thiab ua haujlwm ua tus thawj saib xyuas ntawm Beijing Nonferrous Research Institute. Thaum nws nyob hauv nws 20s, Wang tau tsiv mus rau sab qab teb mus rau Tuam Tshoj kev lag luam hotbed Shenzhen, thiab nrog tus npawg Xiangyang xyoo 1995 pib lub xov tooj ntawm tes roj teeb hu ua BYD-lub ntsiab lus rau "Tsim Koj Npau Suav" - muab cov nyiam Dell. Nws tau nthuav dav rau cov tsheb hauv xyoo 2003 nrog kev yuav khoom ntawm lub tuam txhab me me hu ua Tsinchuan Automobile.

Tab sis nws yog kev nqis peev los ntawm Oracle ntawm Omaha uas tiag tiag muab BYD rau hauv daim ntawv qhia kev nqis peev thoob ntiaj teb. Warren Buffett's Berkshire Hathaway xyoo 2007 tau yuav 10% feem pua ​​​​ntawm HK $ 8 ib feem (tam sim no kwv yees li 7% feem pua ​​​​ntau tshaj $ 5 nphom) raws li nws tau saib kom tau txais kev xav tau tsheb loj hauv Suav teb. Txawm hais tias BYD txoj kev vam meej, Wang tau khaws qhov profile tsawg, feem ntau tsis pom qhov teeb meem.

"Ib tug yuav tsum cuam tshuam koj tus kheej thev naus laus zis ua ntej lwm tus ua rau koj."

Kev hloov pauv cov neeg xav tau hauv kev lag luam EV tuaj yeem nyiam Suav cov neeg tsim khoom EV, tshwj xeeb tshaj yog BYD, uas HSBC hauv tsab ntawv tshawb fawb tsis ntev los no tau kwv yees yuav pom cov nyiaj tau los peb npaug rau 699 billion yuan hauv 2024 los ntawm 216 billion yuan hauv 2021. Dhau li ntawm kev lag luam loj hlob rau EVs - ntawm lub Thaum kawg ntawm 2021, muaj 16.5 lab lub tsheb hluav taws xob ntawm txoj kev, tus lej xav tias yuav loj hlob mus txog 300 lab los ntawm 2030, nrog EVs ua 60% ntawm cov tsheb tshiab, IEA hais tias - kev lag luam EV tau hloov mus rau yav tom ntej uas tsheb them raws li cov xov tooj ntawm tes. Suav tuam txhab uas muag uas twb tau dhia ntawm tus qauv raws li ib txoj kev mus leapfrog tshaj cov tuam txhab Western uas twb muaj lawm tam sim no ua ntej ntawm pob, hais tias Automobility's Russo. Tuam Tshoj, lub ntiaj teb loj tshaj plaws EV tsim thiab lub lag luam tsheb loj tshaj plaws, kuj ua rau lub ntiaj teb ua cov roj teeb uas siv hluav taws xob EVs.

Wang hais ntxiv tias ib tus yuav tsum cuam tshuam koj tus kheej thev naus laus zis ua ntej lwm tus ua rau koj. Wang hais tias "Yuav kom muaj lub siab tshiab ntawm kev ua thawj zaug, peb yuav tsum tshawb nrhiav qhov chaw tsis paub thiab txav mus tom ntej kom ruaj khov," Wang hais. Thiab cov txheej txheem ntawd tsis yooj yim. "BYD tau mob siab rau nws tus kheej los kawm txog cov thev naus laus zis tshiab, [tshaj tawm] tsis muaj zog, thiab ntsib ntau yam teeb meem," nws hais. "Kev ua siab ntev yog ib feem tseem ceeb ntawm kev ua lag luam."

Qhov ntawd yog ib qho yooj yim rau pob hauv txoj kev. Lub tuam txhab yuav tsum tau ncua kev xa khoom ntawm BYD ATTO 3 hauv Australia dhau qhov teeb meem kev ua raws cai rau menyuam yaus thaum Lub Kaum Hli. Lub caij no, BYD yog ntawm cov npe EV cov neeg tsim khoom tau ntes tau nyob rau hauv kev lag luam tsis ntev los no thiab kev nom kev tswv. Lawv cov khoom lag luam poob qis tom qab Thawj Tswj Hwm Xi Jinping tau txais lub sijhawm thib peb uas tsis tau muaj dhau los thaum lub sijhawm Tuam Tshoj 20th Party Congress (BYD shares tau rov qab los). Raws li Xi tus thawj coj, cov tuam txhab thev naus laus zis tau ntsib cov kev cai nruj dua, nrog rau kev txwv ntxiv.

Kev vam meej hauv kev lag luam hloov pauv sai txhais tau tias "kev txiav txim siab hloov tau yooj yim thiab ua tau zoo." Wang hais tias. "Tam sim no, kev hloov pauv ntawm kev ua lag luam thiab kev siv thev naus laus zis tau nrawm dua thiab nrawm dua, thiab cov lus teb ceev ntawm cov lag luam rau kev ua lag luam yuav tsum ua raws li cov kev hloov pauv ntawm lub sijhawm. Yog tias cov tuam txhab txiav txim siab qeeb, nws yuav nyuaj rau kev ua tiav. "