In 1996, the second year of Wang Chuanfus resignation and founding , An Conghui, who was about to graduate from college, joined Geely Automobile, 28 years after opening the storm with Geely Automobile.
In 28 years, An Conghui participated and dominated the construction of multiple production bases, as well as the R & D and production of a variety of hot -selling models.President, eventually became the head of Geely Automobile.
For a long time, BYD founded by Wang Chuanfu was the existence of the tail of the crane, and it was not even among the smart opponents.In 2018, Geelys sales reached 1.5 million vehicles, while BYD had only a zero -by Geely sales -5.21 million vehicles.In the following two years, BYDs sales fell year by year, hovering in the range of 400,000 vehicles, and could not be compared with the auspiciousness of sitting in the throne of "one brother" all year round.
Turning occurs in 2022.This year, BYD realized a shocking reversal, and sales increased by 152.5%year -on -year to 1.869 million units. It took over 400,000 units of Geely and became a new "independent brother".
Wang Chuanfu has jumped into An Congshuis vision since then, becoming an indispensable existence.
But the strange tacit understanding of the two had been generated as early as 2021.
Permia VS Tengshi, An Conghui and Wang Chuanfu led their troops
2021, An Conghui ledThe soldiers were established and established a very important responsibility of the brand. They wanted to build it into a high -end smart electric vehicle brand under Geely Holding Group Co., Ltd..
In the same year, Tengshi Automobile, who was left left for more than 10 years, finally had a sound.BYDs stocks in Tengshi Automobile have increased from 50%to 90%, occupying absolute dominance. This company co-established by BYD and Daimler (Mercedes-Benz) in 2010 isWang Chuanfus reception was on the road of hanging up.
In September 2024, the equity of Tengshi changed again, and Mercedes -Benz completely withdrew from Tengshi. Wang Chuanfu fully took over the Tengshi car that the BYD brand was also upward.
At present, Tengshi Motors is a model issued after the transformation of the Tengshi brand stocks.From a certain perspective, both Jiyang and Tengshi cars can be regarded as formal efforts from 2021 and began to compete on the same stage.
In addition to the "second generation" of the old -fashioned car -making private enterprises, and starting competition at the same time, Ji Ji and Tengshi are very similar in brand positioning, models and price segments.
This further verifies that An Conghui and Wang Chuanfu have formed a tacit understanding in the industry for many years.
In August 2022, the Tengshi brand launched the first MPV model-Tengshi D9, divided into pure electric, plug-in hybridsThe two powers, the price is about 324,800 to 60,600.
Three months later, Ji Ji immediately released the polar 009. The new car is the same MPV model, but there is only a type of power type., For 439,000 yuan to 789,000 yuan.
The two models are released, and the models and price bands are basically the same, and the front confrontation is inevitable.
The automotive market is real and cruel. From the perspective of sales data, there is a large gap between the two.
From January to September 2024, the cumulative retail sales of Tengshi D9 DM-I reached 75741 units, even surpassing the past MPV sales king of Buick GL8, Trumpchi M8.The pure electric version of the Tengshi D9 EV has a cumulative sales of 3,582 vehicles.During the same period, the data of the pole 009 was not so good. From January to September 2024, the cumulative sales volume was only 11,487 units, and the sales volume was almost one-seventh of the Tengshi D9.
In addition to meeting the narrow road in the MPV field, Ji Ji and Tengshi are also met in the medium -sized SUV market brave.Polar 001, Ji Yan 7X, Ji Xing X and Tengshi N7 basically belong to the same type, the same price model, and are several models that consumers will inevitably compare when buying a car.In the medium -sized SUV track, the sales of Tengshi Motors are difficult to compare with Gee.
In the environment of "rolling rolling", the extreme and Tengshi are also spared.
In order to highlight the siege, it has to speed up the speed of product update iteration.In mid -August 2024, the 2025 Extreme 001 was released.Since 2023, in just one and a half years, the polar 001 has been changed three times, namely 2023, 2024, and 2025.The trend of the price reduction adjustment has to be involved in the price war.
In the process of making the advantages of the car company, it has to sacrifice old users.But how to deal with the contradiction between the old car owner and the new models, it is clear that they did not find the answer.
In addition, on the complaint platform, BYD and Ji Ji are on the list.According to data related to the consumer service guarantee platform owned by the China Electronics Chamber of Commerce, as of August 15, 2024, there were 8,828 complaints with new energy vehicles.Among the top ten new energy vehicle companies in the number of complaints, BYD, which has a large sales volume, ranked first, and Ji Ji ranked third with 262 complaints.
It can be seen that the list is ranked up and down in Jiwen, whether it is BYD, Changan Automobile or Tesla, which is far super -polar car in terms of sales.From the perspective of the ratio of sales and complaints, the amount of complaints that are so much complaints are worthy of its internal reflection.
However, the pole 氪 and Tengshi are not coincided with all the tracks.
For example, the latest release of the most important attempts in the small and medium -sized MPV market; Tengshi Z9GT is the latest example of Tengshi who wants to impact the GT automotive field.The two may be able to emerge in the areas of new attacks.
It is worth noting that Ji Ji and Tengli are also similar in terms of number of stores in the country.Data show that as of the end of December 2023, Tengshis national stores have exceeded 300, and it has covered over 123 cities across the country.
By August this year, Wang Chuanfu announced at the Tengshi Z9GT conference that there have been more than 380 national direct stores in Tengshi.The number of Ruyian stores is slightly better. In September this year, Jiwen announced that the number of stores in mainland China has exceeded 430.
Geely and BYD, the real contest behind it
The strategic confrontation between An Conghui and Wang Chuanfu is also the surging trend of Geely and BYD.In terms of partners, Mercedes -Benz and Geely jointly established the Smart brand in 2019. The Tengshi brand created by Mercedes and BYD in the back foot was born.
In the field of technology, BYD develops blade batteries, Geely developed its own Volume battery; BYD iterated the fifth -generation DM technology, Geely updated Thors power super hybrid technology; BYD has an E platform; BYD has an E platform.3.0, Yi Sifang, Yunzhang and other core technologies, Geely has magic weapons such as the CMA platform, BMA architecture, and vast wisdom.
But there are still differences in brand building.
"Geely New Energy will gather to create the galaxy brand and officially merge geometric measuring the galaxy brand.The market, the product matrix covers A0 to C -Class, covering a variety of new energy models such as cars, SUVs, and MPVs.
It can also be seen from the actions of Geely that the era of "more children and good fighting" in the past has passed. Clear brand positioning and preventing internal fighting should be done at present.
Geely Holdings has Geely Automobile Group, and Geely Automobile Group has CMA and BMA architectures including the Chinese Star Series, Shuangbin series, Boyue family, Emperor Family, etc.The "Boutique Series", the "Geely Geee", which focuses on the Volkswagen Pure Products series, and the "Geely Galaxy" composed of the "Smart Electric Mixed L Series" and "Smart Pure Electric E series".In addition to Geely Automobile Group, there is a bunch of subsidiaries under Geely Holdings.In terms of joint venture brands, Geely Holdings has Link Automobile, Baoting Automobile, Polar Star, and Smart.Independent brands include extremely pole and Rui Lan.At the same time, Geely Holdings also acquired Volvo Motors, Londers, London Electric Vehicles (LEVC).
There are situations in the same stage between brands, especially since entering the era of intelligent electrification, Geelys brand and brand similarity have been strengthened.
BYDs product structure is clearer, mainly divided into the dynasty series, marine series, equations, leopard series, Tengshi series, and looking up.Among them, the Panther Leopard is mainly engaged in personalized customization and intelligent driving; Tengshi and looking up at the main high -end market, there are certain differences between the two series for the user group.However, compared with other brands, BYDs product structure is much clearer, and the internal fighting situation is not as serious as other brands.
At the same time, it is also an old -fashioned car -building car company. In recent years, BYD and Geelys operating conditions have always been compared by the outside world.
But it is well known that since entering the new energy era, Geely has been overtaken by BYD at the operating level.Judging from the core data of the latest 2024 semi -annual report, this conclusion is still correct.
In the first half of 2024, BYD revenue reached 301.1 billion, and Geelys revenue was 107.3 billion yuan.The net profit of BYD and Geely was 13.6 billion yuan and 10.6 billion yuan, respectively, and the gross profit margin was 20%and 15%, respectively.In terms of sales, BYD and Geely were 1.613 million and 956,000, respectively.
Conclusion
The competition between Geely and BYD is the most obvious thing is the business data of the white characters and black characters of white characters every stage.EssenceIn addition, brand cooperation objects, technical achievements, product matrix, and even the bright arrows between the brand are the dimensions of the competition.
But between An Suli and Wang Chuanfu, it is the tacit understanding and confrontation of the strategic dimension.And the development trend of Chinas automobile industry.
The strategy of the two has both the killing and plundering of the stock market, as well as the industry -prosperous hand -to -hand and collaboration, and the Chinese automotive industry is bigger and stronger.
However, since they are in the same beast field, An Conghui and Wang Chuanfu will have a battle.
