BYD vehicle base production capacity is exposed, it is expected to impact 3 million vehicles in 2022!

1. Pingshan base, planned production capacity of 200,000
The current production base of BYD's flagship model Han + Tang pure electric + DM-i, the monthly production capacity in December 2021 is 20,000 to 22,000 units. The site is currently expanding production and is expected to achieve a production capacity of up to 30,000 by the first quarter of 2022. Equivalent to the new planned production capacity of 150,000 vehicles, the annualized production capacity of about 350,000 vehicles (new 150,000 vehicles / year), the new production capacity is calculated according to the 9-month full production period, the actual usable capacity is the original production capacity of 200,000 vehicles, the new production capacity of 120,000 vehicles, a total of 320,000 vehicles。

2, Xi'an base, the first and second phase of production capacity of 600,000
vehicles is currently BYD's main model Qin + Song production base pure electricity + DM-i, in October 21 can basically achieve 1700 ~ 2000 vehicles, the monthly output in 55-60,000 has been fully produced. On December 5, 2021, the new energy automobile parts industrial park project covering an area of 2890 acres was started, with a planned total investment of 15 billion yuan, mainly to build core components such as electric assembly factories, motor factories, and electronic control factories, as well as the third phase of The Xi'an Base, with a preliminary estimated vehicle production capacity of 300,000 vehicles, and is expected to be put into operation at the end of August 2022. Equivalent to the new planned production capacity of 300,000 vehicles, according to the three-month full production period, the actual available production capacity is 660,000 units in the first and second phases, and the new production capacity is 75,000 vehicles, for a total of 735,000 units.

The Xi'an base is also expected to become BYD's first factory with an annual production capacity of more than 1 million units!

3, Changsha base, the first phase of production capacity of 300,000
vehicles is currently BYD Dolphin + Qin Plus DM-i and digital series (D1, etc.) production base; the second phase of the planned production capacity of 300,000 vehicles, officially launched in May 2021, is expected to be put into production in May 22, is expected to produce models for Song MAX DM-i and other new models released within the year. Equivalent to the new planned production capacity of 300,000 vehicles, according to the 6-month full production period, the actual available capacity is 300,000 vehicles in the first and second phases, and the new production capacity is 150,000 vehicles, for a total of 450,000 vehicles.

4、Changzhou base, the first phase of production capacity of 200,000 vehicles

The plan is TOD Yuan Plus, seals, seagulls and other marine biological series of production base, the first phase is expected to be officially trial production in January 2022, is expected to achieve full production in March, the second phase of the planned production capacity of 200,000 vehicles combined with the actual situation. This is equivalent to an additional planned production of 200,000 vehicles, and the actual usable capacity is 150,000 units according to the nine-month full production period.

5. Fuzhou base, in order to acquire The Passenger Car, the original planned production capacity of 200,000 to 250,000 units, the first phase is expected to be put into operation in April 22, the production model is temporarily unknown. This is equivalent to a new planned production capacity of 200,000 vehicles, and the actual usable capacity is 100,000 units according to the full production capacity of 6 months.
6, Jinan base - new base, covers an area of 3,000 acres, vehicle production capacity planning 300,000 vehicles, is expected to be put into production at the end of August 22, the production model is temporarily unknown, equivalent to the new planned production capacity of 300,000 vehicles, according to the 3-month full production capacity calculation, the actual available capacity of 75,000 vehicles. The Jinan base will be a comprehensive base for BYD, with manufacturing capabilities for semiconductors, power batteries, and vehicles.

7, Hefei base - a new base, covers an area of 3918 acres, planned production capacity of 300,000 vehicles in two phases of construction, including vehicles, high-end parts, the project and July 21 signed a contract in August to start construction, the first phase of planned production capacity of 150,000 vehicles, is expected to be put into production in June 22, the first phase of production models for Qin Plus DM-i and destroyer 05 (Qin Plus DM-i production capacity increased to 30,000 / month). This is equivalent to a new planned production capacity of 150,000 vehicles, and the actual usable production capacity is 60,000 units according to the full production capacity of 5 months.

8, Zhengzhou base - new base, covers an area of about 4,000 acres, planned production capacity of 400,000 vehicles in two phases of construction, including BYD electronics and vehicles, the project in October 21 to obtain land, is expected to be put into operation in October 22, the production model is temporarily unknown. This is equivalent to a new planned production capacity of 200,000 vehicles, and the actual usable capacity is 20,000 units based on the full production capacity of one month.

 9, Shenzhen-Shantou base - a new base, covers an area of about 5,000 acres, planned production capacity of 300,000 vehicles in two phases of construction, including vehicles and high-end parts, the project in August 21 to obtain land, is expected to be put into operation in November 22, the production model is temporarily unknown. This is equivalent to an additional planned production capacity of 150,000 vehicles, and it will not be able to be included in the actual available capacity for 22 years (similar to the Changzhou base built in December 2021).

Second, the 2022-2023 vehicle production capacity estimate
1, the total planned capacity of the nine production bases in 2022: Shenzhen (35), Xi'an (90), Changsha (60), Changzhou (20), Fuzhou (20), Jinan (15), Hefei (15), Zhengzhou (20), Shenzhen -15, a total of 3.05 million units. 2, the actual available capacity in 2022: Shenzhen (32), Xi'an (73.5), Changsha (45), Changzhou (15), Fuzhou (10), Jinan (7.5), Hefei (6), Zhengzhou (2), Shenzhen (0), a total of 1.91 million vehicles (the actual should be between 1.8 million and 1.9 million). 3. It is estimated that in 2023, with the existing ten production bases, the planned production capacity will be 3.9 million vehicles, and the actual usable capacity will be 3.2 million to 3.3 million vehicles.