BYD Company Limited (01211) releases the "Flash Charging China" strategy: to elevate the new energy supplement construction pattern through technology accessibility and ecological co-construction.

When the new energy vehicle industry is still weighing between charging speed and range, BYD Company Limited has come up with a new strategy that goes beyond traditional thinking. On March 5th, BYD Company Limited (01211) held a "Flash Charging China Changes the World" conference, unveiling the second generation blade battery and the "Flash Charging China" strategy. Through this conference, it is clear that BYD Company Limited is not just pursuing technological breakthroughs, but aiming to elevate its strategic positioning in the industry through core research and development to fulfill its industrial responsibility and scale. It is understood that the second generation blade battery can charge from 10% to 70% in just 5 minutes; in low temperatures of -30C, it can charge from 20% to 97% in a time only 3 minutes longer than at normal temperatures, achieving a new breakthrough in the field of electrification. Of particular note is the choice of technological route, as the second generation blade battery does not sacrifice energy density for fast charging, but rather has achieved a density increase of over 5% compared to the first generation, with the Tang Z9GT achieving a range breakthrough of over 1000 kilometers, demonstrating the best proof. This breaks the long-standing industry dichotomy of "fast charging range". BYD Company Limited has proven that through the "lithium-ion expressway" and the all-temperature thermal management system, both can be achieved. This "having your cake and eating it too" technological approach fundamentally comes from a deep understanding of real user scenarios, meaning that consumers should not have to choose between charging speed and driving range. In the face of the industry's concept-driven, lagging implementation phenomenon, BYD Company Limited adheres to the principle of "announce and mass produce immediately", which is practical and a direct reflection of its technological strength. Building upon this, policies such as lifetime warranty for battery cells, and a 2.5% overall increase in capacity retention, turn the advantages of propaganda into a tangible long-term guarantee for users. If the second generation blade battery represents a technological breakthrough, the "Flash Charging China" strategy embodies a systematic ecological approach. The goal of achieving 20,000 flash charging stations by the end of 2026 is supported by two key design aspects: first, the "station within a station" model, with 18,000 stations being transformed through cooperation with existing operators rather than all being self-built. This asset-light method not only alleviates financial pressure, but also avoids resource waste from duplication of facilities. Given the industry's generally low return on investment in charging infrastructure, this approach is more practical. Second is the "Dream Station" plan, where four car owners can jointly apply to build a station, directly incorporating user demand into network planning. This customer-to-business style of reverse customization breaks the traditional logic of infrastructure construction first and operation later, allowing the charging network to follow demand. What truly reflects the strategic perspective is openness. Wang Chuanfu explicitly states that "flash charging technology is open to the whole society", meaning that BYD Company Limited is committed to becoming an open enabler of the industry. Adhering to the concept of "good technology accessible to everyone", BYD Company Limited's flash charging ecosystem can adapt to over 4 million existing public charging points on the market. Flash charging technology will also be open to social car brands and globally, changing the current market situation of "finding stations depending on operation, and charging depending on grabbing", and helping the entire new energy vehicle industry to systemically upgrade its charging infrastructure. This demonstrates the leadership's perspective and responsibility as a technology and market pioneer. From a business logic perspective, BYD Company Limited's open strategy may seem somewhat "abnormal": why share costly researched technology? As the new energy vehicle industry enters the second half, the authority over "soft infrastructure" such as charging interfaces, communication protocols, and safety standards has much longer-term value than the sales of a single model. By opening up its technology, BYD Company Limited is essentially driving its own standards to become the industry's common language, similar to the open-source approach of the Android system years ago: first expand the ecosystem through openness, then establish long-term advantage through standards. A deeper consideration is industry collaboration. The underutilization of charging points, and the difficulties facing operators in making profits, largely stem from technological fragmentation. By leading the charge in unifying technology, BYD Company Limited can help reduce the industry's collaborative costs and ultimately boost its own sales growth. This "altruistic and self-interested" business approach is particularly important as the industry matures. Based on technology and ecologically focused, BYD Company Limited is using "Flash Charging China" as a pivot point to convert its leading battery technology into a shared charging infrastructure for the whole industry. While the industry is still focusing on the performance comparison of individual products, BYD Company Limited has already embarked on a new path of technology accessibility and ecological collaboration. From core research and development to open sharing, from product innovation to industrial elevation, this globally leading new energy vehicle company is continuously guiding the global new energy vehicle charging system towards a more efficient and inclusive new stage.