比亚迪现在是第三大最有价值汽车公司；Seal 六小时售出 22,637 台

世界标准时间 2022 年 5 月 25 日 21:48

作者：古斯塔沃· 恩里克·鲁弗

任何被问及哪个是世界上第三大最有价值汽车制造商的人可能会在大众汽车或丰田汽车之间犹豫不决。特斯拉拥有最大的市值，但与几个月前达到的 1 万亿美元相差甚远。令人惊讶的是，目前排名第三的最有价值汽车公司是比亚迪。

比亚迪 Seal 不到六小时售出 22,637 辆

比亚迪股价达到 42.92 美元，现在市值 1140.3 亿美元。大众汽车位居第四，市值 1061.6 亿美元。排在第二位的是丰田，市值为 2213.2 亿美元，略高于大众和比亚迪的总和。

不难理解为什么中国车企做得这么好。其最新车型比亚迪 Seal在预订开始后不到 6 小时（中国 5 月 20 日下午 4:20）售出 22,637 辆。比亚迪自己披露了惊人的成果，这相当于早期四个月的生产量。

对于这家中国汽车制造商来说，最近这波好消息的唯一中断是长沙工厂于 5 月 9 日的停产。据CLS称，附近的居民开始抱怨流鼻血、恶心、慢性咳嗽和头晕。当地政府展开调查，比亚迪决定停产整顿。

与特斯拉在 Giga Shanghai 的问题不同，这不应该对比亚迪产生有意义的影响。其其他工厂可以供应长沙工厂目前生产的车辆：e2、e3、05 Destroyer、秦Plus DM-i、宋MAX DM-i、元Pro和K系列电动客车。这比特斯拉仅在长沙工厂的整个产品阵容中的车型多 50%——这还不包括公交车。

除了生产电动和插电式混合动力汽车，比亚迪它还以另一个关键特征而闻名：其高度垂直化水平。这家中国汽车制造商在国际健康危机最严重的时期生产自己的半导体、电池、其他组件，甚至口罩。

在当前的汽车环境下，这意味着比亚迪不必等待供应商交付任何东西。它只需要增加产量。随着电子平台 3.0、刀片电池和新的有吸引力的电动汽车系列，这家中国公司唯一的限制是进入更多市场。这就解释了为什么比亚迪现在是全球第三大最有价值的公司。如果它很快攀升到更高的位置，我们不会感到惊讶。

 BYD SEAL BYD E-PLATFORM  

BYD Is Now the Third Most Valuable Car Company; Seal Sells 22,637 Units in Six Hours

Home > News > Industry25 May 2022, 21:48 UTC

by Gustavo Henrique Ruffo

Anyone questioned about which is the third most valuable carmaker in the world may hesitate between Volkswagen or Toyota. Tesla has the largest market cap, but it is very far from the $1 trillion it achieved months ago. Surprisingly, the third most valuable car company right now is BYD.

BYD Seal sells 22,637 units in less than six hours

With its share prices hitting $42.92, BYD is now worth $114.03 billion. Volkswagen is in the fourth position, valued at $106.16 billion. In the second place, Toyota has a market cap of $221.32 billion, or a bit more than Volkswagen and BYD combined.

It is not difficult to understand why the Chinese car company is doing so well. Its latest vehicle, the BYD Seal, sold 22,637 units a bit less than six hours after reservations opened (4:20 PM on May 20 in China). BYD itself disclosed the amazing result, which is equivalent to four months of production at this early stage.

The only recent disruption on the wave of good news for the Chinese carmaker was the production suspension at the Changsha plant on May 9. According to CLS, nearby residents began to complain about nosebleeds, nausea, chronic coughing, and dizziness. The local government started investigations, and BYD decided to suspend production for rectification.

Unlike Tesla with its issues at Giga Shanghai, that should not impact BYD in a meaningful way. Its other factories can supply the vehicles that the Changsha plant currently manufactures: e2, e3, Destroyer 05, Qin Plus DM-i, Song MAX DM-i, Yuan Pro, and the K series electric buses. That’s 50% more models than Tesla has in its entire lineup at the Changsha plant alone – without counting the buses.

Apart from making electric and plug-in hybrid cars, BYD is also known for another crucial characteristic: its high verticalization level. The Chinese automaker manufactures its own semiconductors, batteries, other components, and even masks during the worst part of the international health crisis.

In the current automotive environment, that means BYD does not have to wait for suppliers to deliver anything. It just has to increase production. With the e-platform 3.0, Blade Batteries, and a new line of attractive electric vehicles, the Chinese company’s only restriction is reaching more markets. That explains why BYD is now the third most valuable company globally. We would not be surprised if it climbs to higher positions soon.

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