汽车行业跟踪：比亚迪发布“天神之眼”高阶智驾系统，智驾平权序幕拉开

Investment Rating - The investment rating for the automotive industry is "Positive" [2] Core Insights - BYD has launched the "Tian Shen Zhi Yan" advanced driving system, which will be available across 21 models without additional charges. The system has three versions tailored for different brands, with prices ranging from 69,800 to 249,800 yuan [6][8] - Huawei and SAIC are expected to adopt a smart car model for their new brand "Shangjie," targeting the younger market with prices between 170,000 and 250,000 yuan [6] - The integration of DeepSeek technology into Lantu's vehicles marks a significant advancement in smart cockpit capabilities, with plans for mass production starting in February [7] - BYD's retail sales in January saw a significant decline, with some models experiencing a drop of over 35%, while competitors like Geely saw substantial increases in sales [8] - Tesla's sales have declined in major markets, with a drop of 11.6% in California and significant decreases in Europe, attributed to new competition and changes in subsidy policies [9] Summary by Sections Industry News Highlights - BYD's "Tian Shen Zhi Yan" system is now available across 21 models without price increases, with specific pricing for different series [6] - The collaboration between Huawei and SAIC is set to introduce a new brand aimed at younger consumers, with a focus on mid-to-high-end vehicles [6] - DeepSeek technology is being integrated into Lantu's vehicles, enhancing smart cockpit features [7] - A restructuring plan is underway for Dongfeng Motor Group and China Weapon Equipment Group, focusing on supply chain integration [7] - BYD's January sales were halved compared to previous months, contrasting with Geely's strong performance [8] - Horizon Robotics has launched its latest computing solution in BYD's new models [8] - Tesla's sales have dropped significantly in various markets, raising concerns about its competitive position [9] Market Performance - The automotive sector outperformed the broader market, with the A-share automotive index rising by 0.89% [4] - The passenger vehicle segment saw a PE valuation increase, while commercial vehicles and parts segments experienced declines [21] Key Data Tracking - Steel and aluminum prices have seen slight increases, while natural rubber prices have decreased [24][26]