Xin Lang Cai Jing·2025-04-03 10:46Core Viewpoint - BYD has launched the Super e-platform, achieving the world's first mass-produced passenger vehicle with a "full-domain kilovolt high-voltage architecture," integrating battery, motor, power supply, and air conditioning systems to 1000 volts, marking the entry of electric vehicles into the kilovolt era [1][5] Industry Updates - Chery Automobile held a strategic conference, unveiling the "Falcon Intelligent Driving" plan, which will equip all models with advanced driving features by 2025, including over 30 new high-end intelligent driving vehicles across various powertrains [2] - The Falcon series includes three models: Falcon 500, Falcon 700, and Falcon 900, with capabilities ranging from highway NOA and memory parking to L3 level autonomous driving [2] Market Dynamics - The acceleration of intelligent driving models in China and the extension of subsidy policies until 2025 are expected to boost industry sales, benefiting leading manufacturers like BYD, Li Auto, and Tesla [3] - The automotive investment opportunities are concentrated in electrification and intelligence, with recommendations for companies like BYD and CATL [3] Industry Performance Analysis - The automotive sector saw a decline of 0.75% last week, with strong performances from companies like BAIC BluePark and Yutong Bus, while others like King Long and Jianghuai Auto underperformed [4] Information Tracking and Commentary - BYD's Super e-platform features a "flash charging battery" that reduces internal resistance by 50% and achieves a charging current of 1000A, with a maximum output of 1360kW for charging stations [5][6] - The first models on this platform, Han L and Tang L, are set for pre-sale with prices ranging from 270,000 to 360,000 yuan [6] Industry Data Tracking and Analysis - In the first two months, China's battery production reached 208 GWh, a year-on-year increase of 90%, with sales of 170 GWh, up 80% [7][8] - The cumulative export of batteries reached 38.6 GWh, a year-on-year increase of 102.2%, with power batteries accounting for 62% of total exports [8]