The Tesla's era has begun, and the era of BYD has arrived

On August 10, insiders revealed that BYD and Tesla have established cooperation, and the former's blade battery provided by the latter has been delivered to the Tesla Berlin plant. Because the Berlin factory is mainly produced by the Model Y model, coupled with the news of the insider, the Tesla model that takes the lead in applying the blade battery will be Model Y. Seeing this news, the author has to lament that the era of BYD is finally coming.

Battery: One family is independent, two chase

Tesla's use of BYD batteries has no effect on us. Before applying blade batteries, Tesla's main battery suppliers were Ningde Times and LG. According to the news, Tesla will use blade batteries on a large scale in the future. In this way, the market share of Ningde Times and LG must be squeezed. LG is a Korean enterprise and is seized by BYD.

Tesla's use of blade batteries will affect BYD, which will bring BYD's "win -win" to BYD. At present, the new energy vehicle battery market is mainly the situation of "one unique and two chase". The family is the Ningde era. According to data released by the market research institution SNE Research, in June of this year, global electric vehicle battery installed capacity increased by 71.7%compared with the same period last year. Among them, the market share in Ningde Times increased from 29.4%last year to 36%of this year, steadily occupying the top chair.

The two refer to LG and BYD. Among them, LG ranked second with the 12.8%market share, while the third place BYD and LG were not large, but with the high sales of their own cars, LG far exceeded LG. Now Tesla will use blade batteries. What can be met is that BYD will throw away LG and together with Ningde Times, becoming the double hero of the global electric vehicle battery market.

The era of BYD is coming

What surprises us is that BYD's growth momentum is rapid, and the era of BYD has come.

The advantages of the complete industrial chain to BYD have brought about BYD's concentration outbreak in the past. First, the market value exceeded trillion, settled in the trillion club, and then almost no suspense to become a member of the world's top 500, and began to show the strong wind in front of the world. From the perspective of sales, in July, BYD won 162,500 good sales, an increase of 183.1%year -on -year, far exceeding other new energy vehicle brands. It can be said that in the domestic market, BYD's sales have been riding, and its leading position has begun to sit slowly.

But BYD's ambitions are obviously not only there. It is betting on the international market in all directions and wants to become the big brother of global electric vehicles. On July 21, BYD entered the Japanese market. On August 1, he cooperated with the European dealer group Hedin Mobilit to enter Sweden and Germany. In the future, BYD has more plans for going abroad. With this trend, we may soon see BYD cars appearing around the world.

While BYD's strong rise, Tesla is experiencing a decline. In July, Tesla did not sell more than 10,000 in China, and the top ten sales were not reached. At the same time, its domestic factory output decreased by 64.2%month -on -month to only 28,217 vehicles. Although Tesla's sales are mainly concentrated within a few months, its domestic market is seeing the naked eye. In the overseas market, Tesla is also ushered in the impact of BYD and other new energy vehicle brands.

It is foreseeable that BYD has won in the domestic market, and the new battlefield will be transferred to the international market. But don't forget that BYD is not only a new energy vehicle manufacturer, but also a manufacturer with the entire industrial chain. Now Tesla has used BYD's battery.

In the future, BYD may win at a higher dimension. We can look forward to the era of BYD.

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