BYD’s EV Strategy: Bury Them With Figures 比亚迪电动车战略:用数字狂轰滥炸

Former high-flying car maker BYD (HKEx: 1211) has come out with an interesting strategy to try to win over skeptics of its grand electric car dreams: bury them with numbers. At least that’s the impression one gets from reading a new press release from the company, which updates investors on the many pilot EV projects it is now running. (Company announcement) Granted, the company’s various EV pilot programs do seem to have logged a lot of miles, showing they are moving forward. But nowhere in the pile of numbers is there any mention of issues that have cropped up in the course of all that driving; and there’s only one mention of additional orders in its home city of Shenzhen, where BYD is well connected, that might start to validate all this effort. You have to give them credit for placing such a big bet on EVs, and I do like their recent tie-up with Daimler to further develop EV technology. (English article) But I’m still not convinced that BYD — despite backing from Wall Street guru Warren Buffett — has what it takes just yet to become a leader in this area, and this update certainly doesn’t help to bridge the credibility gap.

Bottom line: BYD is trying hard to validate its massive electric car initiative, but has yet to produce any compelling results that show its efforts are bearing fruit.

一度风光无限的汽车制造商比亚迪<1211.HK>祭出了一个有趣的战略,试图打消人们对其电动车宏伟构想的怀疑:那就是用数字狂轰滥炸。至少有关其电动车项目的新闻稿给人这样的印象。虽然比亚迪试验的多款电动车听起来确实录得了不错的续航里程,说明这些项目的确在取得进展,但在这麽多数字里,我们找不到电动车试驾中出现的任何技术问题,而且只有一处提到了来自本土城市深圳的新增订单。比亚迪对电动车的大举压注值得称道,我也确实喜欢他们最近与戴姆勒合作开发电动车技术的举措。但我仍不能相信,得到股神巴菲特青睐的比亚迪真正具备成为该领域领先者的素质,公司最近发布的这一连串数字显然也无助於人们建立对它的信心。

一句话:比亚迪在努力试图证实其大规模电动车计划值得信赖,但迄今并未拿出任何具有说服力的具体成果。

Related postings 相关文章:

China’s Green Auto Dream: A Road Paved with Problems 中国的绿色汽车之梦:前途荆棘密布

It’s Good News, But More Is Needed To Jump-Start BYD 比亚迪:需要更多好消息

BYD: Jump-Starting Stalled Sales With Auto Finance 比亚迪:试水汽车金融

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