晚点Auto·2025-07-29 06:42Core Viewpoint - BYD is significantly expanding its autonomous driving capabilities, with a focus on self-research and development, aiming for mass production by September 2024 [4][11]. Group 1: Autonomous Driving Strategy - BYD's autonomous driving team has grown to 5,000 members, reflecting a strong commitment to this area [2][7]. - The company has categorized its autonomous driving system "Heavenly Eye" into three platforms (A, B, C) based on computing power and configuration, with the B platform expected to achieve mass production this year [4][11]. - The B platform will feature full-stack self-research capabilities, although short-term collaborations with external suppliers will continue [5][12]. Group 2: Market Acceptance and Consumer Behavior - The usage stickiness of urban navigation assistance has increased from approximately 10% to 20%, while high-speed navigation assistance peaks at over 90% [5][10]. - Consumers in the 100,000 yuan and below segment require time to accept autonomous driving features, but BYD plans to expand the application range of the B platform [10][14]. Group 3: Integration of Technologies - BYD emphasizes "intelligent-electric integration," with both electric and intelligent departments working closely together within the new technology research institute [9][10]. - The company is moving towards a unified architecture for cockpit and driving assistance systems, which is seen as a necessary evolution in technology [10][15]. Group 4: Competitive Landscape - BYD acknowledges the increasing competition in the electric vehicle market but remains confident in its ability to innovate and improve its hybrid technology [16]. - The company is committed to maintaining its leadership in the plug-in hybrid segment while adapting to market changes [16].