@siegecrossbow @tphuang Sir I have my doubts about the reconsideration regarding the US Plant, the CPC will not allow it. Its payback time, I'm deviating to geopolitics so I apologies , for the Chinese the humiliation is not about the CCP BUT all of us. I'm seeing China retaliation as followed.
China's way is to get itself enshrined in every supply chain so it completely dominates the market. It hasn't achieved that in battery yet.
Anyhow More on BYD. this is about whole car production plant that start production over the rest of this year.
Xi'an Factory #3 (factory 2's 2nd phase) - start production in September
Jinan plant - end of this year
Zhengzhou phase3 1 - end of this year.
December estimated production
Shenzhen 30k
Xi'an 90k
Changsha 60k
Changzhou 30k
Hefei 20k
Fuzhou 20k
So probably around 250k in December, but could be higher depending on Jinan and Zhengzhou production.
Next year, Shenzhen, Xi'an, Changsha, Changzhou, Fuzhou, Hefei, Jinan and Zhengzhou can reach 300 to 350k in monthly production if hitting their max capacity. Can meet domestic demand and export markets.
Now for a breakdown of different models of BYD
Han
- Jan to July sold 240k. EV and DM breakdown are 165k vs 75k. July sold 25,489 units with about same number of EV and DM.
- Since March, Han production hit a new step up. Shenzhen has expanded production to reach 60 JPH, which is about 30k a month and possibly peak at 35k. 60 JPM * 20 hours -> 1200 per day -> 25 work days.
Tang
- Jan to July sold 120k. EV vs DM breakdown is 15k vs 105k. In July, 11,788 sold with EV at 30% of sales.
- Sales have fluctuated due to production issues. Can reach 20k sales per month eventually.
Song
- Sells both Song+ and SongPro and even SongPro. 307k sold between Jan to July. EV vs DM breakdown is 63k to 344k.
- In July, 38,697 sold with DM accounting for 85%.
- Song+ DM-i is the top seller in BYD lineup. Estimated to keep seeing increased production and go over 50k a month at some point
Qin
- Sold 371k from Jan to July. EV to DM breakdown is 155k to 216k. DM production should go up in the future.
- Reached 30k for the first time in July with 34,114. Song+ hit 30,093.
- Another one that they think sales can reach 50k a month. Hefei production starting and Xi'an increases lifted its production.
Yuan
- Yuan was not very good before Yuan+. However, Yuan+ was a huge improvement due to being the first major export platform
- Surpassed 20k in July at 22,172, with Yuan+ almost hitting 20k.
- With increased export focus, Yuan+ will reach 50k sales per month Next year. Yuan pro production will stop soon.
Dolphin
- Hit 109k in Sale by July. Surpassed 20k for the first time in July with 21,005.
- Long wait time for this product. Very behind in delivery.
- September, Dolphin can reach 30k in Sales.
- With increased export, this can reach 50k a month
Frigate 05
- Hit 23,086 in sales from March to July with high of 7548 in July.
- Should exceed 10k in August. In the future, reach 20 to 30k with no problem
Seal
- Hope to reach 30k in production by December. Hefei becomes all Yuan+ and Changzhou will be dedicated to Seal. Depending on how well production ramps up in Changzhou.
In the future, Sea Lion, Sea Gull, Frigate 07, Denza product will be in demand.
BYD can easily reach 1.8 million ion sales this year with an outside shot of 2 million. Next year, should hit 3 million easily and could reach 3.6 million
