Lian Yubo: New Energy Vehicles Enter a New Phase Driven by User Experience

[Technology Strategy] Lian Yubo of BYD pointed out that the new energy vehicle (NEV) industry is currently in a 'stalemate phase' characterized by both certainty and uncertainty.

Core Trend: Technological Innovation Anchors Upgraded User Experience

Lian Yubo emphasized that in 2025, the NEV market penetration rate will historically surpass 50%. Consumer decision-making is becoming more rational, shifting from simply 'having a car' to prioritizing technology, safety, and real-world experience. The industry has evolved from a 'linear supply chain' into a 'networked ecosystem of coexistence,' fundamentally reshaping the relationship between automakers and component suppliers.

Key Data: Breakthroughs on Dual Fronts—Electrification and Intelligence

Last month, BYD launched its second-generation Blade Battery and flash-charging technology, addressing pain points such as slow charging speeds and poor performance in low temperatures. In the field of intelligence, BYD is advancing vehicle-wide intelligence, achieving synergy between intelligent electric systems and chassis through smart chassis architecture and integrated control.

Strategic Foundation: Breaking Traditional Boundaries and Reconstructing Product Logic

Next-generation power batteries and intelligent chassis will weaken the rigid coupling among powertrain, chassis, and body, shifting toward a development paradigm centered on user behavior and spatial needs. Vehicles are evolving from mere transportation tools into 'multi-attribute intelligent entities' that integrate energy, AI, and connectivity capabilities.