The profit from selling 1 million vehicles overseas is relative to the profit from selling 3 million vehicles domestically.
You read that right. This sentence was like a punch. This year's "calculations" of BYD have been completely reversed.
The current data is more direct: BYD's export sales target this year is 1.3 million vehicles, which is already relative to domestic sales of 4 million vehicles. It sounds unfair, but the reality is so exciting. What we compete for domestically is new models and new technologies, while what we compete for overseas is market and profit margins. Just one sentence of data can pull you from the halo of the auto show back to the mud of the commercial battlefield.
Let me put it bluntly: in my opinion, 1.5 million vehicles is not difficult for BYD. This is not an empty slogan, but a judgment based on the supply chain, production capacity rhythm and overseas market demand. If exports are pushed up from the conservative 1.3 million, the space is obviously larger than many people think.
In China, BYD is not idle. New products, long battery life, fast charging, these keywords have been beaten like war drums. Let’s talk about battery life first: BYD’s long battery life strategy is applied to all brands and models of all series, so as to achieve full cover
The profit from selling 1 million vehicles overseas is relative to the profit from selling 3 million vehicles domestically.
You read that right. This sentence was like a punch. This year's "calculations" of BYD have been completely reversed.
The current data is more direct: BYD's export sales target this year is 1.3 million vehicles, which is already relative to domestic sales of 4 million vehicles. It sounds unfair, but the reality is so exciting. What we compete for domestically is new models and new technologies, while what we compete for overseas is market and profit margins. Just one sentence of data can pull you from the halo of the auto show back to the mud of the commercial battlefield.
Let me put it bluntly: in my opinion, 1.5 million vehicles is not difficult for BYD. This is not an empty slogan, but a judgment based on the supply chain, production capacity rhythm and overseas market demand. If exports are pushed up from the conservative 1.3 million, the space is obviously larger than many people think.
In China, BYD is not idle. New products, long battery life, fast charging, these keywords have been beaten like war drums. Let’s talk about battery life first: BYD’s long battery life strategy is applied to all brands and models of all series, so as to achieve full coverage of high-end, high-end and low-end products. This means that whether you want to buy a cheap one or an expensive one, BYD will let you "go out with confidence and not worry about running out of power."
So, what does long battery life depend on? Batteries and cost. BYD has its own battery production chain, which makes it possible to keep costs down in the long term. Converting technical advantages into price advantages is the first step to force your opponents into a corner.
As for charging, this is more intuitive. You can't stand slow charging. If you want to go home after working overtime, or you have a temporary stop on the road, what you want is quick energy replenishment. This year, there will be an overwhelming number of megawatt flash charging models and megawatt flash charging piles and stations. This is not a technology show for one car alone, but must be rolled out simultaneously with "cars and piles" so that users can truly experience the charging experience in seconds.
You know, megawatt flash charging is not just about plugging in a wire. It requires a high degree of coordination among charging piles, batteries, and motors. There is another key component: a 1500V silicon carbide chip. Currently, no one except BYD Semiconductor has one! This sentence sounds domineering, but in essence it is a threshold. This type of chip has improved efficiency and speed. If others want to follow up, they must at least make up for this shortcoming.
Let me give you a scenario to imagine. On a rainy day, you take your children to cram school, plug it in when you stop, and you can return to the original battery life percentage in ten minutes. You don’t have to run to a slow charging station in the city center to save time, nor do you have to do homework hours in advance for a long trip. This kind of experience can directly turn the panic that "electric vehicles are not a substitute for gasoline vehicles" into the confidence that "electric vehicles are better than gasoline vehicles."
This is not empty talk about market education, but a direct reshuffle. BYD's strategy is clear: use new technologies and new standards to eliminate cars with low battery life and slow charging. The meaning here is very hard-core: not only will fuel vehicles and hybrid vehicles be eliminated, but also some electric vehicles will be eliminated, those with short battery life, slow charging, and poor user experience.
Corporate behavior is also straightforward. You will see BYD's simultaneous advancement in channels, models, and charging infrastructure. Production capacity keeps up, model coverage is wide, charging network keeps up, and user experience forms a closed loop. The business logic is as simple as cruel: whoever solves users' pain points first can redistribute the market.
Some people may say, does this drive competitors to death? Maybe, but that's the market. Technology is a double-edged sword. Those who master it can define the rules, and those who do not can only be cut by the rules. BYD has batteries, complete vehicles, and semiconductors. These three things together are like turning the deck of cards into a straight. It is difficult for others to make a straight flush.
Don’t forget another reality: users’ tolerance for charging and battery life is getting lower and lower. The days when I could endure "charging like a graduate school entrance essay" are numbered. After fast charging becomes popular, the value of slow charging will be ruthlessly beaten back to its original shape by the market.
Therefore, this battle in 2026 is not just a technical show. This is a battle to reshape the market. What BYD wants to do is to raise the benchmark for the entire industry to the level of "long battery life + megawatt flash charging". Only those who meet this standard are qualified to say that they are qualified electric vehicles.
The last sentence is harsh, but it has to be said: BYD is establishing a new standard for battery life and charging speed for electric vehicles in the domestic market. The purpose is to use new technologies and new standards to reshuffle the market and eliminate all new energy vehicles with low battery life and slow charging. This is a declaration of war and a natural choice for business.
Which side are you on? Are you happy to see the results, or are you worried about being redefined by the market?
