Wechat automobile 2021-08-11 19:55:34 阅读数:985
Byd han EV Stand still and catch fire , In a way , Slap Wang Chuanfu “ The blade battery will turn ‘ Spontaneous combustion ’ The word is completely erased from the dictionary of new energy vehicles .” Now , BYD's market value reached a new high , Can the capital market really not care ？
Riding the east wind of policy , BYD has not only become a hot pastry in the capital market , Sales also show a rapid growth trend .
8 month 6 Japan , BYD A Share prices hit new highs 317.3 element / stocks ,H Stocks hit another record high 295 The Hong Kong dollar / stocks , Market value approach 9000 RMB one hundred million yuan .
Besides , BYD 7 The total installed capacity of power batteries and energy storage batteries of new energy vehicles in June was about 3.001GWh,2021 year 1-7 The total monthly installed capacity is about 15.708GWh.
From rising stock prices to car sales , Then to the installed capacity of battery , BYD's performance is the envy of many people . however , Is BYD really as proud as it seems ？
New energy vehicles soared , Fuel vehicles fell sharply , For byd , Seems to like Big Ben , It's not a good thing . Now electric vehicles mainly rely on policies , Especially in restricted cities .
therefore , Once in the new energy vehicle technology route 、 When the policy direction changes , Fuel vehicles continue to weaken , Will greatly reduce BYD's anti risk ability .
What's interesting is , In the sales of new energy vehicles dominated by BYD , The sales of plug-in hybrid models and pure electric vehicles account for almost half of each , The plug-in hybrid model still has a traditional fuel engine .
thus it can be seen , BYD pure electric vehicle （EV） Sales are not that good , And BYD sees it as “ Minutes and minutes ” Second kill Tesla , All models sold are pure electric vehicles . therefore , Excluding plug-in hybrid models , BYD ranks first in new energy sales, which is far from the world's leader in new energy vehicles .
in fact , With “ Byd han EV High speed collision polar fox alpha S” After the collision video is released ,7 month 26 Japan 、27 Japan , BYD's double share price has fallen a lot .
however , It doesn't mean han EV The storm is over , BYD can rest easy . Recently, some news has revealed , Because of a traffic accident , BYD EV Vehicle combustion events occur continuously in the vehicle model . And in BYD to “ Blade battery ” During the acupuncture test , It's like a myth .
According to the public video of the media , BYD Han, who has the advantage EV With the polar fox alpha S After the collision , Visual feedback is not only damaged, but more serious , And in the power battery 、 Stand still when the small batteries are powered off 48 Hours later , The power battery is on fire , A surprise .
han EV The power battery , It is known by BYD chairman Wang Chuanfu “ Will put ‘ Spontaneous combustion ’ The word is completely erased from the dictionary of new energy vehicles ” Of “ Blade battery ”.
last year , BYD launched high-profile “ Blade battery ” when , Not only does the electric core acupuncture test not smoke 、 No fire 、 No explosion has aroused public attention , It also triggered a space separation debate between BYD and Ningde era on the safety of lithium iron phosphate battery and ternary lithium battery ,“ Blade battery ” Also take this shot and become popular .
Whether the blade battery can achieve the effect of never spontaneous combustion in the publicity , The battery industry has always questioned , After all, nothing is absolute . The mainstream view in the battery industry is ： The chemical stability of the cell cannot determine the safety performance of the battery pack , The safety of the system is far more important than the chemical stability of the cell .
As the events ferment ,“ Blade battery ” Market reputation and confidence that have not been easily established , Or a big discount . The sales of BYD Han , And BYD's external battery supply in the future , Or will have an impact .
After all , After the SAIC Volkswagen Passat collision , Far reaching impact on sales performance , Up to now, it hasn't slowed down .
Ironically , Many real name netizens publicly shouted to BYD ：“ Why my family han , The coolant is red ？” This makes people's discussion on this matter more and more heated .
Facing the questioning of the car owner , The relevant person in charge of BYD changed his words in an interview with the media ,“ han EV The color of coolant varies according to different batches , But the colors are different , Coolant is non-conductive , It has nothing to do with color .”
Of course , Understandably better than Yadihan EV, It's too important for BYD , It can be said to be the facade of BYD , therefore , For BYD , Response to relevant questions , We should be more cautious . According to such a fierce collision , Can be in 48 It took hours for the fire to burn , Personnel may have left early , Or someone has come to rescue , Seems to be explaining , BYD is still safe , Leave enough time for people to escape and rescue .
But , How will the capital market choose ？ By 8 month 10 Closed yesterday , BYD's share price fell , closed 292 element / stocks , Market capitalization 8354 One hundred million yuan , almost yes 4 SAIC .
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