This company may be able to single-handedly squeeze the economies of scale of China's top ten car companies to zero in 2024: I have models that you don't have, and I keep them all; I discount models that everyone has; you have models that I don't have. Sorry does not exist.
I said in my previous analysis that the vicious price competition will stop, but the weights and measures of whether it is vicious or not are basically in the hands of BYD: the industrial chain forms a closed loop, the comprehensive technology cost is the lowest in the country, and the battery raw material discourse The power is in his own hands, and the flywheel of scale effect is on fire. If BYD goes beyond BYD's limits and engages in a price war, then the company is most likely using investors' money to do useless work, because it is almost impossible to make a profit in the next 5-10 years.
And you have no choice not to fight. As long as you want to achieve sales breakthroughs, you will definitely encounter a three-piece set: God of War Edition, Champion Edition, and Glory Edition. If you want to keep your own gross profit with these three moves, you must go crazy and use the scale effect to hedge. If you have fewer models, you will have less resistance. If you have more models, you can only fight in hot local battlefields, and you will have to stay decisively if you have no chance of winning.
Selling point level attacks will not work on it. Tianshen and Yunnian are the two best examples, and BYD can spread these technologies to cars in the price range of 200,000-300,000 in just one year. , even if you recruit Huawei, you wouldn’t dare to say that you have this ability. The cars I look up to are either actually selling for how much, or simply telling everyone that the 1 million technology will be downgraded by three or four levels in a row, and I can complete the decentralization in a year or two.
This is why all major new energy sources are now shaping their own vertical image. Let’s count it as BYD’s Huarong said: If you can pass, I won’t drag Yan Yue Dao to pursue you, and we will fight again next year.
The Great Wall was the strongest at the beginning last year, but as a result, the Blue Mountain was torn apart by a Tang chariot, the Gaoshan was shot in the head by Tenshi, and the remaining tank rear area will soon be washed by the Equation Leopard 7/5/3 three-piece set. You see, BYD is not even a specialist in SUVs, but as soon as it entered the scene, the head strength of this segment was completely disabled.
Does it have any problems? Yes, because I am a referee and have another game, but that is not important for now. Its resistance lies overseas. I think you should not grab the domestic leading stick.
Even if the domestic auto market$XPeng Inc.(XPEV)$
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