21世纪经济报道记者 焦文娟 广州报道 智能化方面，此次上新的汉L与唐L车型全系标配的智能座舱高阶版-DiLink 150，同时辅助驾驶方面， 汉L唐L搭载的天神之眼 B - 辅助驾驶激光版（DiPilot 300），补贴后售价区间19.48万～27.48万元 本次车展亮相的仰望U9 Xtreme，10月以6分59秒的成绩，登陆纽北官方圈速榜单，刷新量产电车圈速纪 录，刷新了此前由小米SU7 Ultra创造的7分09秒成绩。 技术方面，比亚迪此次重点展示的 "兆瓦闪充"千伏高压平台，其技术目标是实现 "5分钟补充400公里续 航" 。与此同时，智能辅助驾驶进入快速普及期。比亚迪的 "天神之眼" 智能驾驶系统搭载车辆已突破 200万辆，其日均生成的智能驾驶数据里程超过 1.3亿公里。 市场表现与技术布局形成共振。根据比亚迪官方最新公布的销量数据，10月单月销量达44.17万辆，今 年1–10月累计销量为370.19万辆。截至目前，比亚迪新能源车累计销量已突破1420万辆。 三个高端品牌腾势、方程豹和仰望发力，10月方程豹交付了3.1万辆新车，腾势品牌的销量也超过万 辆，仰望则在10月交付了654辆新车。 （20 ...

Core Insights - BYD announced that by the end of July 2025, cumulative sales of models equipped with the "Tianshen Eye" advanced intelligent driving system will exceed 1.2 million units, marking a new phase in the large-scale application of intelligent driving technology [2][4] - In July alone, BYD's sales of assisted driving models reached 228,215 units, capturing 87% of the domestic market share, further solidifying its market leadership [2][4] Sales Performance - Cumulative sales of BYD's assisted driving models surpassed 1.2 million units by the end of July 2025, generating over 72 million kilometers of driving data daily [2][4] - In July, the sales breakdown included 204,838 units from the Dynasty and Ocean series, with additional contributions from the Fangcheng Leopard, Tengshi, and Yangwang brands, which sold 13,121 units, 9,936 units, and 320 units respectively [4] Technology and Features - The Tianshen Eye system is available in three versions: DiPilot 600 (Yangwang), DiPilot 300 (Tengshi/BYD mid-to-high-end), and DiPilot 100 (BYD mainstream), catering to diverse needs and integrating features such as high-speed navigation, automatic emergency braking, and valet parking [4] - BYD is promoting a transition of high-level intelligent driving from "high-end configuration" to "universal standard" through initiatives like the "Smart Parking Safety Guarantee" and a nationwide intelligent driving strategy [4]

Summary of Key Points from the Conference Call Industry Overview - The focus on intelligent cockpits in the automotive industry has increased in 2025, marking a transition towards the era of Intelligent Driving 2.0 [2][5] - The domestic intelligent driving market is expected to reach a penetration rate of nearly 10% by 2025, entering a rapid growth phase [5][19] Core Insights and Arguments - **Technological Pathways**: The report outlines the latest end-to-end technology pathways for intelligent driving, emphasizing the advantages of pure vision solutions over LiDAR in the sub-200,000 yuan market [2][4] - **Market Dynamics**: The supply-side configuration upgrades will drive market development, with cost-effectiveness and functional experience being key influencing factors [5][7] - **Company Competitiveness**: The driving capabilities of automotive companies depend on team structure, execution, technology path selection, computational power, data support, and financial integration capabilities, with Huawei, Xiaopeng, and Li Auto leading the first tier [6][11] - **Investment Recommendations**: Whole vehicle manufacturers are deemed more valuable than parts manufacturers, with recommendations for Xiaopeng Motors, Fuyao Glass, and Top Group as potential investment targets [7][19] Additional Important Insights - **Diverse Technology Routes**: Mainstream manufacturers are adopting various autonomous driving technology routes, with Tesla utilizing an integrated end-to-end approach while domestic manufacturers primarily focus on perception and decision-making layers [8][10] - **Extension to Robotics**: Intelligent driving technology can extend to robotics, with pure vision solutions being more suitable for robots due to lower requirements for long-distance obstacle recognition [9] - **Competitive Landscape**: The competitive landscape in the intelligent driving sector is divided into three tiers, with Xiaopeng, Huawei, and Li Auto in the first tier, followed by emerging players like Future and Xiaomi, and traditional manufacturers like BYD and Geely in the third tier [11][12] - **Technological Integration**: Geely's ability to meet consumer demands through effective technological integration will be crucial for its success in the intelligent driving space [17] - **BYD's Developments**: BYD has launched the "Tian Shen Zhi Yan" series of intelligent driving systems, with the DiPilot 100 currently being the main offering, lacking urban NOA functionality [18] Future Outlook - The automotive industry is expected to see significant changes in 2025, driven by the rise of intelligent manufacturing and policies promoting vehicle upgrades [20]