Zhong Guo Qi Che Bao Wang·2025-12-22 02:06Core Insights - BYD's sales of models equipped with the "Heavenly Eye" system exceeded 310,000 units in November, with cumulative sales surpassing 2.3 million, marking a significant shift in the smart driving industry from high-end gimmicks to widespread accessibility [1][4]. Group 1: Strategic Positioning - BYD's "Universal Smart Driving" strategy addresses the long-standing issue of technological stratification in the industry, offering a comprehensive product matrix across all price ranges, allowing mainstream market users to enjoy smart driving experiences comparable to luxury brands [2][4]. - The cumulative ownership of 2.3 million smart driving vehicles indicates that for every few auxiliary driving models sold in China, one is from BYD, demonstrating a market penetration that challenges the perception of smart driving as a niche demand [4][8]. Group 2: Data-Driven Differentiation - BYD adopts a differentiated approach by leveraging scale to generate data, with 150 million kilometers of real-world driving data collected daily, creating a core barrier that is difficult for competitors to replicate [4][5]. - The "Heavenly Eye" system utilizes an efficient closed-loop model that incorporates data collection, model training, and OTA iterations, allowing the system to continuously improve based on user driving experiences, thus enhancing safety and usability [4][5]. Group 3: Building Trust and Responsibility - BYD's commitment to a "no limit, no restrictions for the first owner" parking safety guarantee represents a revolutionary responsibility in the industry, addressing user concerns about smart driving safety and breaking down trust barriers [5][6]. - This proactive approach to technology responsibility has led to increased usage rates of smart driving features, creating a positive feedback loop of trust, usage, data generation, and technological evolution [5][6]. Group 4: Market Implications - The market response to the "Heavenly Eye" system indicates a significant shift in consumer demand, with smart driving evolving from a supplementary feature to a key driver in the purchasing decisions of mid-to-high-end vehicles [8]. - BYD's success illustrates that the ultimate value of technology lies in serving people rather than self-promotion, emphasizing the importance of making technology accessible, ensuring safety, and continuously improving user experience [8].