调研问答全文
比亚迪 (002594) 2017-05-09
Q1：What is the strategy of monorail to BYD?
Answer: BYD stepped into monorail in 2016, the chairman hope BYD could transform cities on wheels into cities on railway in order to resolve the rising traffic congestion issues in china. Although, the CRRC control the railway transportation market in tier 1 and tier 2 cities, tier 3 and tier 4 cities still are largely left unexplored. The chairman think this area will be a blue ocean, it will help drive BYD growth in the next few years.
Q2: What is the advantage of monorail comparing with subway?
Answer: The monorail had three advantages, 1. lower construction cost; 2. Shorter construction period; 3. Less foot space and it can be built on road dividers.
Q3: What is the advantage of BYD’s NEV comparing with other competitors?
Answer: we have accumulated a long-term operation experience since 2011. In technology, we also have advantage than other competitors. We can efficiently control our cost, and make it lower than our competitors.
Q4：How do BYD outperform competitors in monorail business？
Answer：First of all, it’s cost advantage, and the advantage not only come from advanced design, but also mature technology in key components, which includes battery, motor and control unit. And BYD is also advantage in terms of efficiency and service level compare with competitors.
Q5: What BYD will be in long term?
Answer：Skyrail and NEV will grow to be the most important businesses of BYD and contribute most of revenue and profit in long term.
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