Can BYD's DMI Production Exceed 30,000 Units in July?

[SanAlex]

It's quite challenging for the entire DMI series, and the production of Qin Plus-DMI is unlikely to exceed 30,000 units. Relevant information about BYD is as follows: 1. Introduction: BYD is a Chinese automotive brand founded in 1995, primarily manufacturing commercial and family cars as well as batteries. Starting with a team of just over 20 people, BYD grew to become the world's second-largest rechargeable battery manufacturer by 2003, the same year it established BYD Auto. 2. Logo Meaning: The new BYD logo no longer uses the original blue-and-white color scheme. The design has been changed to an elliptical shape with added light and shadow elements. Significant changes have been made to the font arrangement and graphic colors, highlighting BYD Auto's innovation, technology, and the essence of corporate culture, infusing the BYD brand with new meaning and vitality.

[DiCamila]

Recently, we've been closely monitoring BYD's production line data. Here's a brief rundown of the logic. Last year, their hybrid vehicle production peaked at 38,000 units per month. In June this year, the new production line at the Changsha base just started operations, adding an extra 5,000 DMI units per month from this line alone. Combined with the Xi'an factory running 24/7 with three shifts—last month, I personally saw hundreds of battery packs waiting to be installed piled up like a mountain at the plant. However, production at the Chongqing factory was halted for two days in June due to heavy rain, capping the monthly output at 29,200 units. Now, supply chain sources say CATL supplied an additional 20,000 blade battery packs in mid-July. At this rate, as long as there are no unexpected power restrictions by the end of the month, breaking the 30,000 mark should be a sure thing.

[McJoel]

I discussed this with the sales manager during my maintenance visit at the 4S store last weekend. He showed me their internal system - their store alone received 283 DMI orders in the first three weeks of July, a 40% increase from June. He said the factory is currently pushing hard to meet deliveries, even compressing lunch breaks to just half an hour. However, there's a variable - a shortage of air suspension modules, which caused a batch of Tang DMI vehicles to be delayed last week. But the salesperson mentioned that in late July, the factory opened four production lines dedicated to the Song DMI model, which doesn't use air suspension. Calculating the increased production of main models, reaching the 30,000-unit threshold shouldn't be a problem.

[StSienna]

As a prospective owner who has been waiting for two months, I check the production capacity in the car owners' group every day. In July, there were 377 people in the group waiting for delivery, and over 60% received their cars before the 27th. Last Wednesday's factory live stream even showed newly produced Qin DM-i models being loaded onto hundreds of logistics trucks. An insider revealed that this month's focus is on ensuring deliveries, with their workshop's daily output increasing from 900 to 1,100 units. However, the rising maintenance due to hot weather is a concern—last week, equipment in the workshop overheated and shut down for two hours. Based on my observations, 30,000 units might be the threshold.

[DiLilah]

The parts supplier data looks quite optimistic. Our company specializes in DMI motor controllers, with July purchase orders surging to 38,000 units, 7,000 more than June—this figure includes buffer inventory. Interestingly, orders for cooling system components have decreased, as the factory is promoting a new integrated thermal management system. During on-site visits, assembly line workers mentioned they can now install 50 more vehicles per shift, but testing stations are experiencing severe backlog. If the congestion isn't resolved by the end of the month, it could bottleneck production. Personally, I estimate around 31,000 units.

[LeahMarie]

At last month's supply chain meeting, BYD's production director mentioned the capacity ceiling is 33,000 units. The key lies in the battery workshop—their newly installed automatic sorting machine has increased cell yield to 98%, which is crucial. However, a friend in the final assembly workshop said the temporary workers hired in July lacked technical skills, causing a batch of cars with misaligned rearview mirrors that required rework. Currently, the actual daily output fluctuates between 950 and 1,050 units. Overall, if they can maintain a stable daily output of 1,020 units by the 28th, hitting 30,000 should be no problem.