Ren Min Wang·2025-11-27 11:49Core Insights - During the Guangzhou Auto Show, BYD showcased 93 new car models, with a total of 1,085 vehicles on display, including 629 new energy vehicles [1] - BYD's "Tian Shen Zhi Yan" intelligent driving assistance system is central to its "Universal Intelligent Driving" strategy, which aims to cover high-end to mainstream markets with three versions of the system [1] - BYD's penetration rate for intelligent driving models has reached 71%, and the company announced OTA upgrades for its Han L and Tang L models, enhancing their smart driving capabilities [1] Company Strategy - BYD demonstrates strategic flexibility in the smart technology sector, utilizing self-developed systems to create technological barriers while also engaging in open collaborations to expand its ecosystem [2] - The company has established a "dual-track" strategy, ensuring core technology remains under its control while avoiding the risks associated with insular development, as seen in the case of the Fangcheng Leopard 8 equipped with Huawei's ADS [2] - BYD's "technology iron triangle" consists of blade batteries, DM technology, and the Tian Shen Zhi Yan system, positioning the company with a comprehensive advantage across the energy and smart technology sectors [2] Industry Trends - The Chinese automotive industry has transitioned from a phase of "scale expansion" to a high-quality development stage driven by "electrification and intelligentization" [2] - Increasing numbers of Chinese automotive brands are leveraging innovative technologies and optimizing ecosystems to enhance industry quality and efficiency [2]