Tesla and Biyadi are entering each other’s niche market, and in 2024 they will be irrefutable.

Figure : Visual China

Editor-in-Chief: This paper comes from the Whites of the Public (ID:caijingEleven), author: Liudeen, editor: Luther, Entrepreneurship, authorized to publish.

Two decades ago, Tetra and Biyadi began to build a nightmare for new energy vehicles nearly simultaneously.

At present, Tetrala and Biyadi are the only two new energy vehicles in the world that have been distributed at a level of millions and have stabilized profitable enterprises; and, in addition, Tetra and Biyadi, which are expanding in millions around the world.

Looking ahead to 2030, the Tsla marketing target of 20,000, and the Royal President of Biyadi projected a 70 per cent share of new energy vehicles in the city of China, at a rate of Biyadi’s market share, at which time it is expected to exceed 10 million. According to this figure, the two companies will account for about one third of global automobile sales in 2030.

The two development models are quite different, and there is nothing to do: Tetrasla employs a classical vehicle-type strategy that introduces a small number of core products, first winning high-end markets and then infiltrating to lower-end markets; and Biyadi uses a multi- vehicle-type strategy, beginning with the acquisition of absolute advantages in low-end markets and re-evaluating high-end markets.

To date, both strategies have been successful. However, as the prices and positioning of the two vehicles become more and more sophisticated, the competition relationship is becoming more acute.

In 2022, there was a slowdown in the distribution of Tesla and a decline in the volume of orders; Biyadi doubled its sales; and in the market of 200,000 to 0.3 million yuan renminbi on both sides, Biyadi’s share of the sales of Han and Tang has been very different from that of Tesra Model 3 and Model Y.

In order to be competitive, the continued price decline in Tetra began in October 2022, triggering a heavy price battle in Chinese car markets. Although the Tesla deposition hit all 200,000 - 0.3 million yuan renminbi and their back-up cars, the distribution of new energy products from various cars was relatively low and the real rivalry of Tesla was only Biyadi.

The level of distribution, production, and Māori in Tetra and Biyadi is at the same level, and with the gradual slowdown in the new energy vehicle market, the gap between the two is inevitable and the real relative will begin.

Two hundred and forty years ago, Biyadi relied on government subsidies as well as on the difficult days of selling some 100,000 yuan renminbi of fuel trucks, with a loss of net profits (non-net profit) after deduction of government subsidies.

Tetrala is in a strong cycle. As a result of the construction and production of its Shanghai Plant, Tetra has broken down production bottlenecks, reduced manufacturing costs and rapidly increased global total sales. The period from 1900 to 2021 was an increase in the input of Tesla. Its total research and development costs, fixed asset investments and fixed assets have almost doubled.

However, in the first quarter of 2022 to 2023, the expansion of Tetra began to shrink.

On the one hand, the tempo of inputs became conservative: fixed asset investment grew by only 10 per cent and 17 per cent in the first quarter of 2022 and 2023; R&D costs increased by 18.6 per cent in 2022, and the same ratio declined in the first quarter of 2023, with the increase lagging behind the volume of sales and the increase in receipts.

On the other hand, TeslaModel 3/Y has already received a large share of the B-class market in which the main market has been completed in the United States, China, Europe, of which the United States and China have plunged down, and only Europe is in the process of blocking overall marketing growth at the beginning of the slope.

Moreover, the two main distributor models in Tetra have been published for more than three years and have entered the middle of their life. Model 3 is a product issued in 2016, and Mordel Y was a product released in early 2019, although software updates and some minor improvements have been made, it is not contested that the product has not been significantly upgraded.

In particular, in 2022, competitions on the market have been changing. China’s new energy vehicle products, which were marketed for the same period, were mostly replaced in 2022, with technology being upgraded and product dressing increased; and new energy products introduced by traditional fuel carriers, which also became visible in 2022.

For example, ideal automobiles were replaced by a new series of L7, L8 and L9 in 2022 after 2019; new energy brands under the guilic group began to climb down in 2022, with a total of 72,000 vehicles per year; and the new series of IDI energy vehicles launched by the mass automobile group also doubled in 2022.

Under a combination of factors, the distribution of Tetra has accelerated. The same rate of distribution in Tetrah China declined from 249 per cent in 2021 to 50 per cent in 2022; the same rate of global sales in Tesla declined from 87 per cent in 2021 to 40 per cent in 2022.

There is an urgent need to project the second sword in Tetra.

The market size of class A is much larger than that of class B, the total size of China’s class B market is approximately 5 million, while the level A vehicle exceeds 10 million. Pica is the bulk of the American automotive market, with a total market size of approximately 2.7 million, with more than 600,000 in the Ford F series alone, while the Ford F150 purification version has now begun to be delivered and is the first in the new energy pica market.

While competition has increased its input to narrow the gap with Tesla, the development, investment and development of Tetra have entered a weak cycle, and the second has been delayed.

The class A, with a price of less than $250,000, remains in the prestigious phase; the Model 3-a-moderated hypocrisy test vehicle, which has been very frequent, is not yet clear; Model Y, because it has been issued for only three years, has not yet started the replacement plan; and the Picycle type will not begin delivery until the end of the third quarter of 2023, and the mass contribution will be until 2024.

Tesla, which is currently in a vulnerable cycle, can only rely on lower prices to stabilize the situation.

Biyadi is in a radical expansion cycle.

The turning point in Biyadi took place in 2021, with a marked increase in product power and a rapid rise in sales as a result of the full application of bladder batteries and DM technologies. The Biyadi sales volume reached 1.87 million in 2022, more than Tes