Night has just fallen, and the city's roads have turned into a river of light and shadow.
A BYD Hiace 06 with a "shark nose" front face and flashing through-type taillights was parked on the roadside.
A young man was reflected in the car window, looking down at his mobile phone and occasionally glancing at the dashboard.
The middle-aged man next to him looked at his old joint venture SUV, his mouth twitched, and he put the unfinished coffee from the convenience store back in the cup holder. If he knew that this new car had sold 100,000 units in just 100 days since its launch, he might not have the illusion that he has been abandoned by the times in middle age.
If you are that middle-aged person, have you ever thought: How can a compact SUV, priced around 150,000 yuan, sell faster and more popular than my old Honda?
At that time, we were still debating the merits of oil and electricity. Now someone has quietly changed the track, and even the rules of "hot products" have been completely rewritten.
Has the public become stupid, or has the market become smarter?
In the autumn of 2025, the penetration rate of new energy vehicles in China has reached 44%.
To put it simply, one out of every two new cars is electric.
It took Tesla Model Y fourteen months to reach 100,000 units, Xpeng G6 took a year and a half, and BYD Song P
Night has just fallen, and the city's roads have turned into a river of light and shadow.
A BYD Hiace 06 with a "shark nose" front face and flashing through-type taillights was parked on the roadside.
A young man was reflected in the car window, looking down at his mobile phone and occasionally glancing at the dashboard.
The middle-aged man next to him looked at his old joint venture SUV, his mouth twitched, and he put the unfinished coffee from the convenience store back in the cup holder. If he knew that this new car had sold 100,000 units in just 100 days since its launch, he might not have the illusion that he has been abandoned by the times in middle age.
If you are that middle-aged person, have you ever thought: How can a compact SUV, priced around 150,000 yuan, sell faster and more popular than my old Honda?
At that time, we were still debating the merits of oil and electricity. Now someone has quietly changed the track, and even the rules of "hot products" have been completely rewritten.
Has the public become stupid, or has the market become smarter?
In the autumn of 2025, the penetration rate of new energy vehicles in China has reached 44%.
To put it simply, one out of every two new cars is electric.
It took Tesla Model Y fourteen months to reach 100,000 units, Xpeng G6 took a year and a half, and BYD Song PLUS also took half a year.
The Hiace 06 is just over three months old and costs 100,000 units.
This is not "fast", but "crazy".
From the perspective of an onlooker, Haiyang.com, a new and powerful sales network, took three or four years to make itself the core pillar of BYD.
In the past, "Dynasty.com" was the only one, but now it has become "two heroes coexisting".
Some people say that this is the victory of BYD's 20-year car-making system.
This is true, but the details are often more interesting than the word "victory".
For example, Hiace 06 packs all the intelligent assisted driving and intelligent chassis that were originally available in cars priced at 20,000 to 300,000 yuan into the price of 150,000 yuan.
"God's Eye-C" assisted driving and "Yunnan-C" intelligent chassis are standard features for all series.
This configuration is not guaranteed to be top-notch for joint venture brands.
Some people say this is "technical equality". In the past, only wealthy families could eat steak, but now everyone can order one, and even have a knife and fork.
Technology certainly doesn’t fall from the sky.
BYD invested 30.88 billion yuan in research and development in the first half of this year, accounting for 8% of revenue, more than double its net profit, equivalent to 170 million yuan poured into the laboratory every day.
Some people say that it is not bad to put this money in the bank and earn interest, but "technology reuse" is BYD's real skill.
The new forces are still polishing PPT and testing on the road, while Haiyang.com directly uses BYD's existing three-electricity, smart driving, and chassis technologies.
The Yunnan system and the National Intelligent Driving Platform are both off-the-shelf, eliminating the pain of "paying tuition" for new cars.
This reminds me of the common "sample library" in forensic laboratories - previous experience, data, and tools, which saves countless opportunities for repeated mistakes.
BYD's "technical sample library" saves latecomers from repeated trial and error.
As for those new forces, I'm afraid they will continue to spend money to buy experience.
On the track of wholesale volume, technology decentralization is just the beginning. What is really important is "value-based inclusiveness".
After reading the configuration list of Hiace 06, most colleagues were silent.
All blade batteries, 10.25-inch full LCD instrument, 15.6-inch central control screen, leather seats, active safety... things that can only be found in the 200,000 top trim level of a joint venture car, Haiyang.com directly "standard equipment is high-end equipment".
This is not a price war, but the power of vertical integration of the supply chain.
Batteries, motors, and chips are all produced in-house, and more than 70% of the components are produced in-house. While others are still bargaining with suppliers, BYD has quietly kept both cost and quality in its hands.
Some colleagues ridiculed that before the launch of Seagull, the A00-class car was "just a means of transportation, don't expect airbags." When Seagull came out, it was equipped with airbags, blade batteries, and high-strength steel bodies, sending its opponents directly into the "history museum."
The vertical integration of the supply chain has given BYD the confidence to dare to make standard products and to be inclusive.
Of course, colleagues in the industry feel bitter but dare not say who can give them the technical and cost advantages of a "century-old store".
Speaking of rejuvenation, this generation of young people is much more difficult to deal with than the previous wave.
"Ocean aesthetics", shark nose, blackened wheels, fastback shape... these design symbols accurately hit the aesthetic G-spot of Generation Z.
Coupled with the fashion change contest and user co-creation activities on Weibo, the distance between brands and users - not to mention breaking the defense, at least is not that stark.
Dynasty.com focuses on "Chinese style", while Ocean.com plays on "fashion technology". They are flanked by both sides, and no one can escape BYD's product matrix.
Sometimes I wonder, does the market really have such a clear “user portrait”?
Could it be that it is just self-realization that is repeatedly “fed” by big data and marketing?
But then I think about it, the person who pays is never the "user" in the PPT, but the living person holding the wallet in his hand and carrying anxiety in his heart.
Young people buy Hiace 06 not only because of the configuration and price, but also because this car makes them feel that they have not been left behind by the times.
Rationally speaking, the outbreak of OceanNet is indeed not entirely accidental.
System capabilities are not only reflected in technology reuse, but also in production capacity and channels.
At the end of last year, Haiyang.com had 1,599 sales outlets, while Dynasty.com had only 1,866 sales outlets after more than ten years.
The most important thing is that the two stores often work "door to door" and share after-sales service, which saves users the anxiety of "the new brand is not guaranteed".
When buying a new car, you don’t have to worry about it being returned to the factory in no time, and you don’t have to browse forums in the middle of the night to ask for after-sales service.
Of course, there is also the ambition of globalization behind this.
BYD's domestic production capacity last year was nearly 8 million and overseas production capacity was 2 million, totaling 10 million units.
what does that mean?
This means that as long as there is market demand, the delivery cycle will not become a "stuck project".
While other brands are still worrying about waiting in line for buses, Haiyang.com has already begun to think about the next hot model.
But when the story is told here, it is inevitable that there will be a hint of cold humor.
Does the victory of system and scale also mean that the space for innovation is getting smaller and smaller?
When everyone uses the same set of technologies and formulas to launch new products, will "hot products" become standard parts on the assembly line?
When users choose a car, are they choosing a personality or a "defined personality"?
Will the end of technological equality be aesthetic homogenization?
After all, market logic never talks about human feelings.
BYD has used its system to shatter the myth of "high price requires high matching", but it has also turned catfish into a giant whale.
When the tide goes out, no one knows who will have the last laugh.
But looking back now, the middle-aged man peeking at the new car on the roadside has most likely already been calculating in his mind: by eliminating the old SUV and replacing it with a new car with the "eyes of the gods", can he regain some of the illusion of keeping up with the times?
Ultimately, how far the ocean network can go may have to wait for the next wave of technological revolution to be verified.
By then, the 100,000-unit 100-day hit will most likely become an old joke from another era.
After all, the only constant in this world is the capriciousness of the market and the human heart itself.
What do you think?
When you buy a car, are you buying the future or a temporary sense of security?
