调研问答全文
比亚迪 (002594) 2017-11-27
Q1：What kind of NEV will you launch in the next year?
Answer: We will launch the second generation Tang and Qin, and we will also launch NEV version of Song max. Meanwhile, we will have an A0 class pure EV, the price will be very attractive. After subsidy, the price will be the similar to ICE’s price.
Q2：How do you think of fuel cell battery?
Answer: Although fuel cell battery could support long-distance driving and short period refilling, the cost of fuel cell battery will be much higher than Lithium battery, and safety is also a problem.
Q3: How many NEVs did BYD sell last year?
Answer: We sold around 96,000 units in 2016. Around 10,000 units is ebus, and the rest of NEVs are passenger vehicle. PHEV and EV accounted for almost half and half.
Q4：What is the capacity of battery?
Answer: Until the end of this year, we will have 16Gwh capacity. 6Gwh is NCM, 10Gwh is LFP. Next year, we will have additional 10Gwh NCM.
Q5：If ICE will be not important in the future for BYD, why do we still produce a lot of ICE?
Answer: The volume of ICE could share the cost now, because we have 700,000 units capacity. It could enhance the utilization efficiently.
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