Core Insights - The article discusses the current state and future trends of the Chinese new energy vehicle (NEV) market, highlighting shifts in market structure, sales performance, and technological advancements in autonomous driving features. Market Structure - By May 2025, the market share of new energy sedans is 42.5%, down 2.4 percentage points year-on-year, while the share of new energy SUVs has reached 47.2%, an increase of 0.3 percentage points [7] - In May 2025, NEV sales reached 1.307 million units, a month-on-month increase of 6.7% and a year-on-year increase of 36.8%, with a penetration rate of 48.7% [9] Sales Performance - Sales of new energy passenger vehicles totaled 1.234 million units, with a month-on-month increase of 7.7%, while sales of new energy commercial vehicles were 73,000 units, down 8.3% month-on-month but up 63.4% year-on-year [9] - The commercial vehicle segment saw all models experience year-on-year growth, with tractor trucks increasing nearly 300% [7] Technological Advancements - The installation rate of L2 and above assisted driving features in new energy passenger vehicles reached 77.8% from January to April 2025, indicating a trend towards broader adoption of advanced driving technologies [11] - The overall installation rate of Automatic Emergency Braking (AEB) in passenger vehicles reached 60.1%, with new energy passenger vehicles at 64.3% [14][15] - Full-speed Adaptive Cruise Control (ACC) installation rates in the passenger vehicle market reached 57.5%, with new energy vehicles at 68.4% [20] Industry Trends - The market is transitioning from "price competition" to "value competition," emphasizing technology and service integration [9] - The "smart driving equality" movement is driving down the costs of sensors and chips, accelerating the adoption of assisted driving features across various price segments [33][35] - Major automakers are rapidly advancing the democratization of assisted driving technologies, with companies like BYD, Geely, and Changan releasing new intelligent driving systems [41]

一、摘要： 比亚迪发布超级e 平台，实现全球首个量产的乘用车"全域千伏高压架构"，把电池、电机、电源、空调 等都做到了1000 伏，将电动车带入千伏时代。奇瑞汽车发布猎鹰智驾方案，分别为猎鹰500、700 和900 方案，功能定位方面与比亚迪、吉利汽车的智驾方案类似，基础版将实现高速NOA 和记忆泊车，高阶 版实现城市NOA 和代客泊车等功能，截至目前头部大厂均发布智驾方案，并于2025 年开启大规模量产 落地。 二、行业观点更新: 1、基本面动态：上周奇瑞汽车召开智能化战略发布会，重磅发布了"猎鹰智驾"智能化方案，并宣称 2025 年全品牌全系车型搭载。根据规划，奇瑞2025 年将推出30 余款高阶智驾新车，覆盖奇瑞全品牌全 系车型，涵盖燃油、混动、增程、纯电全动力形式，并在全球市场同步推进。 猎鹰智驾分为三大系列，猎鹰500 主打端到端大模型行泊一体智驾系统，支持高速NOA、城市记忆领 航、记忆泊车等高阶功能，轻松通勤、出行无忧；猎鹰700 在前者的基础上算力大幅提升，支持高速 NOA、城市NOA、代客泊车及车位到车位的全场景无缝融合，全域畅行、通行无界；猎鹰900 采用 VLA+世界模型新一代智驾系统， ...

撰 文 / 玖 零 设 计 / shelly 2025年伊始，比亚迪、吉利、奇瑞（简称"迪吉瑞"）三大自主车企相继发布了重磅智能驾驶方案， 不仅在技术上取得了显著突破，更将智驾价格平民化，大幅降低了成本，将智驾从高端体验，变成 日常出行的标配。 3月17日，比亚迪秦PLUS智驾版以11.98万元起售价登陆市场，其搭载的"天神之眼C"系统让县城青 年第一次用上高速NOA；三天后，吉利银河星耀8 EM以15万元价格标配"车位到车位"全场景智 驾；而奇瑞的小蚂蚁智驾版，则用6.38万元实现了自动泊车与车道居中。 自此，智能驾驶不再是北上广精英的专属玩具，而是中国2800个县域市场里，快递员、小店主、乡 镇教师都能负担的出行伙伴。 "迪吉瑞"的智驾方案解读 比亚迪、吉利、奇瑞重磅发布的智能驾驶方案，不仅是技术层面的迭代，也是对产业链的深度整 合，更是对市场的巨大冲击。 1.1 技术层面 比亚迪的"天神之眼"高阶智能驾驶方案涵盖了三个级别，分别为"天神之眼C"、"天神之眼B"和"天 神之眼A"。 其中，"天神之眼 C"，即DiPilot 100，采用前视三目的纯视觉方案，配备12 个摄像头、5 颗毫米波 雷达，使用算力 ...