On March 5, BYD Company Limited launched its second-generation Blade Battery alongside a 1500kW ultra-fast charging technology. Test results demonstrated that vehicles equipped with this new technology can recharge from 10% to 97% state of charge in just 9 minutes under normal temperatures. Even in extremely cold conditions of -30 degrees Celsius, charging from 20% to 97% takes only 12 minutes. These figures not only signal the true arrival of an era where "charging is as fast as refueling" but also reveal a glimpse into BYD's expansive strategic vision. The company's ambitions extend far beyond automobile manufacturing.

The achievement of a 9-minute charge is the result of six years of dedicated research and development investment. BYD's Chairman, Wang Chuanfu, stated during the launch event that the aim is to relegate the phrase "electric vehicles can't cross the Shanhai Pass" to history. The second-generation Blade Battery simultaneously addresses key industry challenges: charging speed, energy density, and low-temperature performance. Its energy density has increased by over 5% compared to the first generation, and the Denza Z9 GT model equipped with this battery achieves a driving range exceeding 1,036 kilometers. Rapid technological iteration is a hallmark of BYD's strategy. From the first-generation Blade Battery which tackled safety concerns, to the DM-i super hybrid system accelerating the replacement of fuel vehicles, and the "Xuanji" advanced driving assistance system popularizing high-level intelligent driving, BYD has built a vast "technology fishpond." Sustained R&D investment fuels this progress. In 2024, BYD's R&D expenditure reached 53.195 billion yuan, ranking it first among A-share listed companies for multiple consecutive years. This long-term commitment to technology has enabled BYD to build a formidable moat during the first half of the electrification race.

The implementation of ultra-fast charging technology relies on the simultaneous development of supporting infrastructure. BYD concurrently initiated its "Flash Charging China" strategy, planning to establish 20,000 ultra-fast charging stations across the country by the end of 2026. Of these, 18,000 stations will be built through partnerships with operators using a "station-within-a-station" model, covering areas within 5 kilometers of 90% of urban zones. The remaining 2,000 stations will be deployed along highway service areas, creating a network with an average spacing of just over 100 kilometers. From technology to infrastructure, BYD is weaving a nationwide super charging network.

Technological leadership is directly translating into market dominance. In 2025, BYD's annual sales of new energy vehicles reached 4.6024 million units, solidifying its position as the world's largest manufacturer of new energy vehicles. A more critical turning point was that BYD's pure electric vehicle sales reached 2.26 million units, surpassing Tesla's annual sales for the first time and claiming the top spot globally in pure electric vehicle sales. Overseas markets have become a new growth engine for BYD. In 2025, BYD's overseas sales of passenger vehicles and pickup trucks surpassed the 1 million mark for the first time, reaching 1.0496 million units, a surge of 145% year-on-year. In the European market, BYD's new vehicle registrations reached 187,000 units in 2025, a year-on-year increase of 268.6%. In several key European markets including Germany, the UK, Spain, and Italy, BYD's sales growth exceeded 200%, with Germany up 706%, the UK up 485%, Spain up 452.3%, and Italy up an astonishing 4878.1%. BYD's globalization strategy has evolved from simple product exports to deep local operations, establishing production bases in countries like Thailand, Brazil, and Hungary to navigate trade barriers and stay close to markets.

With its Dynasty and Ocean series covering the mainstream market, and brands like Denza, Fang Cheng Bao, and Yangwang targeting the premium segment, BYD has established a product portfolio spanning from 100,000 yuan to over 1 million yuan. In 2025, the Dynasty and Ocean networks collectively contributed 4.0752 million units in sales, accounting for over 88.5% of total sales. This multi-brand, full-price-range strategy allows BYD to meet diverse demands across global markets and opens avenues for sustained growth. Statistics indicate that BYD's new energy vehicles have entered 119 countries and regions, establishing significant brand influence in numerous markets worldwide.

BYD's deepest moat and greatest ambition lie in its vertical integration across the entire industrial chain. This "mine-to-wheel" closed-loop model provides a substantial cost advantage. A report by Rhodium Group highlights that nearly 80% of BYD's core components are produced in-house, more than double the proportion for Tesla. From battery materials and cell manufacturing to motors, electronic controls, power semiconductors, and even components like headlights, air conditioning systems, and interior parts, BYD achieves a high degree of self-reliance in research and production. Compared to the Tesla Model 3, each BYD Seal sedan saves approximately $2,369 in supplier markups. This grants BYD strong pricing power and profit margins amidst intense price competition. Vertical integration also ensures absolute supply chain security and rapid response capabilities, minimizing impact during industry-wide challenges like the "chip shortage" or "battery price hikes."

BYD's industrial footprint extends far beyond automobiles, encompassing electronics, new energy, and rail transit, collectively forming a comprehensive zero-emission new energy solution from energy generation and storage to application. Now, BYD is extending its reach into industrial robotics, planning to deploy 20,000 robots in its production lines by 2026. Leveraging its technological expertise in batteries, motors, and electronic controls, it aims to become a supplier in the robotics sector. The company aspires not merely to be a successful automaker, but to become a builder and rule-setter of the global new energy ecosystem.

Of course, ambition comes with challenges. Bridging the gap in smart cockpit and user experience compared to leading new automakers, maintaining quality control and service consistency amidst rapid expansion, and continuously enhancing brand premium in mature markets like Europe and America remain key tasks. Global geopolitical risks and an increasingly competitive environment also introduce uncertainties into its global layout. This ambitious journey has only just begun.