调研问答全文
比亚迪 (002594) 2018-07-23
Q1：A brief introduction to the development of BYD.
Answer：Currently BYD had four business segments which are auto business、handset components and assembly business、rechargeable battery and photovoltaic business and skyrail business. The total revenue of BYD was over 100 billion in 2017. The proportion of automobile business was 53%, 39% of revenue was from handset components and assembly business, 8% of revenue was from rechargeable batteries and photovoltaic business. Skyrail business just began since last year, the revenue ratio was still low.
Q2：What is the 542 strategy?
Answer: 5 means the acceleration is less than 5 second. 4 means All Wheel Drive, 2 means 100km oil consumption only need 2 liter.
Q3：What is your energy density of battery?
Answer: Until now the density of NCM battery could reach over 160 wh/kg in pack level. However, the density of LFP battery also could reach over 140 wh/kg in pack level.
Q4：What is the strategy of monorail to BYD?
Answer: BYD stepped into monorail business 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. Besides tier 1 and tier 2 cities, tier 3 and tier 4 cities still are largely unexplored. The chairman think this area will be a blue ocean, it will be one of growth driver in the future.
Q5：Will any new NEV models launch in the future？
Answer: We will launch brand new generation of Tang、Qin and NEV version of Song Max. Meanwhile we are also going to launch a pure electric compact SUV called Yuan. The new models with Dragon Face appearance design and higher product performance will usher in new growth cycle.
IR数据平台
