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比亚迪年销仅10万辆级战略性下探 王传福最后进击?

2017-08-29 11:45:31   中国经济网

 切入小微纯电动市场

比亚迪在2008年亮相了国内第一款新能源车F3DM,两年后正式上市。2011年,比亚迪又推出了纯电动车e6。比亚迪在新能源汽车的道路上,已经走了近十年。

市场到底需要什么新能源车。这是从做电动车开始,一直到现在,王传福反反复复思考的问题。但实际上,这个问题并不好回答,因为没有标准答案,每个阶段市场的需求都不一样。

王传福最初确定的策略是,在纯电动乘用车领域,比亚迪进攻中高端。第一款纯电动车e6的定价,达到了30万-40万元的区间。

这个策略符合当时的客观规律:1.政府有较大力度的补贴,购车群体的实际车价并没有这么高;2.提升了比亚迪的品牌溢价,自主品牌第一次有一款车能卖到这个价格。

“国内新能源车销量第二名的企业,产品售价基本在5万-15万元区间。比亚迪目前还没有推出13万元以下的产品。”比亚迪汽车销售公司总经理舒酉星说。

从40万元往下走,一直到15万元的区间,王传福认为是新能源汽车的核心消费区间,潜在的市场规模最大。目前,比亚迪的多款混合动力车和纯电动车售价,基本圈定在这个区间。

比亚迪的新能源车,既没有像特斯拉一样售价超过80万元,也没有像知豆等国内车企一样,将售价集中在10万元以下。在王传福看来,中产才是新能源车最核心的推动力。新能源车是新生事物,能接受的人群往往也具备一定的消费能力,对产品要求也相对较高。

这套逻辑目前仍旧成立,例如今年上半年,全球新能源车销量排名前两位的品牌,分别是特斯拉和宝马,都是高端品牌。比亚迪仅次于上述两个品牌,位列第三。

不过,出乎大部分车企意料之外的是,在中国部分市场出现了A0和A00级(小微型)纯电动车卖得不错的状况。“数据统计,这类车型占据了纯电动车市场75%-80%的销量。”王传福说,所以现状是,纯电动车市场出现两极分化的趋势,一个是低端市场,一个是高端市场。

A0和A00级纯电动车主销量区域在山东、河南、河北等省的中小城市或农村,这也是低速电动车的主战场。但低速电动车企没有生产资质,也上不了牌,产品的安全、性能和售后服务都较差。

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