点 击 蓝 字 关 注 我 们 本文全文共 1457 字，阅读全文约需 5 分钟 比亚迪汽车此前在智驾落地上较为保守，但近年来其智驾装备率已经超过行业平均水平，并在过去两年 间迅速普及，高阶智驾功能也开始在中高端车型中陆续上车。随着比亚迪汽车销量规模与渗透率快速攀升，智 驾成为其吸引消费者的落脚点。 天神之眼搭载车型和搭载策略 比亚迪旗下首批21款车型将全面搭载"天神之眼"高阶智驾系统，基本囊括了比亚迪目前在售的所有车系 序列，将高阶智驾下探到10万以下车型价格带，致力于实现"技术普惠"与"智驾平权"。 现阶段主流智驾系统对比 比亚迪正式推出全民智驾战略 2月10日，比亚迪举办智能化战略发布会，重磅发布全民智驾战略。在整车智能战略下，比亚迪构建起天 神之眼技术矩阵，其全系车型将搭载高阶智驾技术，首批上市的21款天神之眼C系列车型，实现7万至20万元 主流价格带全覆盖。 "天神之眼"技术矩阵介绍 "天神之眼A" 主要搭载于仰望品牌，满足追求顶级配置用户的需求；"天神之眼B" 主要搭载于腾势及比亚 迪高端车型，兼顾了成本与性能的平衡；"天神之眼C"主要搭载于比亚迪品牌，以经济的成本为更多用户带来 智能驾驶体验。 ...

Core Viewpoint - BYD and DJI have jointly developed an intelligent vehicle-mounted drone system named "Lingyuan," marking BYD as the first automaker globally to mass-produce vehicle-mounted drones [3]. Group 1: Intelligent Vehicle-Mounted Drone System - The "Lingyuan" system has been in development since 2016 and has undergone extensive technical testing and safety certifications [3]. - The system features advanced architecture, hardware, and algorithms, including a unique intelligent landing pad solution, enabling dynamic takeoff and landing, one-click return, smart following, and automatic fast charging [3]. - The drone's storage space expands to 0.29 square meters with a thickness of 21.5 cm, and it can operate at vehicle speeds below 25 km/h, with an automatic return capability within 2 km [3]. Group 2: Recent Product Launches and Strategic Developments - On February 21, BYD launched the Fangchengbao Bao5 intelligent driving version, which is the only model globally to integrate BYD's "Tianshen Eye" and Huawei's "Qian Kun Intelligent Driving" systems [4]. - The price range for the Bao5 intelligent driving version is between 239,800 and 329,800 yuan, covering four major versions [4]. - BYD's "Tianshen Eye" high-level intelligent driving system was announced on February 10, utilizing self-developed chips and algorithms, integrating platforms from leading companies like NVIDIA and Huawei [4]. Group 3: Market Performance and Strategic Impact - BYD's strategic announcements at the beginning of the year significantly influence the industry, with initiatives like "oil-electric parity" and "universal intelligent driving" set for 2025 [5]. - In February, BYD sold 322,846 vehicles, a year-on-year increase of 164%, with the Dynasty and Ocean series accounting for 304,673 units sold [5].

Core Viewpoint - The automotive market in China is experiencing significant growth, particularly in the electric vehicle (EV) segment, with various companies reporting substantial year-on-year increases in sales and deliveries [2][3][12]. Group 1: Sales Performance - XPeng Motors delivered 30,453 vehicles in February, marking a remarkable year-on-year increase of 570%, and has maintained a monthly delivery of over 30,000 units for four consecutive months [5][6]. - BYD reported sales of 322,800 new energy vehicles in February, reflecting a year-on-year growth of 163.9%, with a production volume of 334,100 units, up 202.4% [9][10]. - Li Auto delivered 26,300 vehicles in February, a year-on-year increase of 29.7%, with a total cumulative delivery of 1.19 million vehicles [5][6]. - Leap Motor's February delivery reached 25,300 units, showing a year-on-year growth of 285% [6]. - Xiaomi's SU7 model achieved over 20,000 deliveries in February, continuing a five-month streak of exceeding 20,000 units [6][7]. Group 2: Market Trends - The China Automobile Dealers Association estimates that the retail sales of new energy vehicles in February could reach 600,000 units, with a penetration rate of approximately 48% [3][13]. - The automotive market is expected to maintain strong growth momentum due to the release of consumer demand post-holiday, supportive consumption policies, and advancements in smart driving technology and charging infrastructure [3][14]. - The "smart driving" initiative is gaining traction, with over ten automotive brands, including BYD and Geely, announcing plans for "smart driving equality" [3][14]. Group 3: Future Outlook - The smart vehicle market in China is projected to approach 1 trillion yuan by 2025, with L2-level autonomous driving penetration expected to reach 55.7% by 2024 [15][16]. - The introduction of cost-effective smart driving hardware is anticipated to trigger a trend where vehicles priced between 100,000 to 150,000 yuan will standardize such features [16].

撰 文 / ABR编辑部 设 计 / 琚 佳 1月车市热度不及往年，狭义乘用车零售179.4万辆，同比-12.1%、环比-31.9%的开门黑，使得汽车 人对2月充满期待。 理由是，春节前后各省份新一轮置换更新政策的落地，节后新能源市场热度回升，会助推车市在节 后加速恢复至正常水平。 中国汽车流通协会乘用车市场信息联席分会结合1月厂商目标完成率情况综合估算，初步推算2月狭 义乘用车零售总市场规模约为125.0万辆左右，同比增长13.6%，环比-30.3%，其中新能源零售预计 可达60万，渗透率回升至48%左右。 从3月1日造车新势力发的捷报来看，2月销量中，蔚小理中最风光的是，连续4个月销量过3万辆、 连续2个月超越理想拿下新势力销冠的小鹏汽车。小鹏在两款相对平价的新车MONA M03和P7+的 加持下——尤其是MONA M03扎准了10万-15万元的市场节奏，月销量均过3万辆，风头正盛。 同时，理想交付26263辆，同比增长29.7%；零跑交付25287辆，同比增长285%；鸿蒙智行交付 21517辆；蔚来公司交付新车13192辆，同比增长62.2%，其中蔚来品牌交付新车9143辆，同比增长 12.4%，乐道 ...

靳玉志说，高阶智驾需要同时具备高速和城区领航能力。 2024 年下半年，中国新能源车智驾渗透率超过 10% 这一重要拐点，市场有从业者认为 2025 年将是某种意 义上的 "全民智驾元年"。 今年 2 月起，多家车企陆续发布 "全民智驾" 战略。比如长安要把激光雷达搭载到售价 10 万元级别的车型 上，比亚迪则推出覆盖 7 万至 20 万元价位段的天神之眼 C 系统，目标实现 "高阶智驾人人可享"。 这些车企大力推动 "全民智驾" 普及，主要原因之一是智驾终于撕下 "炫技工具" 的标签，成为用户购车决 策的刚性需求。不过，由于智能驾驶行业还在快速发展和迭代，对于广大用户来说，究竟什么是高阶智 驾，多数人没有准确认知。 放眼行业，推动全民智驾分两种路线：一种是在技术上由中阶向高阶推进，以智驾搭载量来推进智驾普 及；一种是像华为乾崑这样，先猛攻高阶智驾，用高阶智驾的普及，确保用户爱用、敢用，再将高阶能力 不断下放，以用户体验为核心推动智驾普及。 2 月 17 日，华为车 BU CEO 靳玉志在央视新闻《中国经济引力场》直播节目中称，华为乾崑是全民智驾 的发起者、推动者和引领者，并提出了他对于 "高阶智驾" 的定义 ...

撰 文 / 周 洲 设 计 / 赵昊然 长安汽车和比亚迪蛇年放的第一个大招，就是全民智驾，即全系标配高阶智驾。 比亚迪霸屏的前一天，2月9日，长安汽车发布"北斗天枢2.0"智能化战略，深蓝汽车先掀桌子，将 高阶智驾铺到全系，下探到10万元车型。 结果比亚迪把桌子腿都卸了，直接打到7万元级别。 2月10日，比亚迪发布"天神之眼"智驾系统，号称开启全民智驾时代，7.88万元的海鸥都将配备。 各供应商和车企或明或暗跟进，有不屑，有欢迎，反正蹭一波营销热潮。 有分析认为这是变相的价格战。舆论不提倡价格战，那就增配。3000-5000元的智驾硬件BOM（物 料）成本对于比亚迪来说，比直接降价1万元的做法高级不少。 比亚迪的做法，让高阶智驾进入开局即决战的局面。 同济大学汽车学院教授朱西产对汽车商业评论表示，如果比亚迪的全民智驾成了，这意味着"华卓 地魔"[华为、卓驭、地平线、魔门塔（momenta）]四大智驾供应商模式第一次落地开花，智驾主流 将由供应商模式主导。 比亚迪的智驾王炸，会将压力给到全栈自研的车企们和ADAS企业。 上海预致汽车咨询有限公司总经理张豫对汽车商业评论表示，最破防的应是合资车企，其在燃油家 轿和 ...