"The Eye of the God" is here! BYD's market value surged by 80 billion yuan, and the 100,000 models welcome advanced intelligent driving?

On Thursday's closing, BYD's A-shares suddenly hit the daily limit, with a market value increase of over 80 billion yuan. Smart driving concept stocks also saw significant movements, with multiple stocks such as Yutong Optical and Shiyun Circuit hitting the daily limit.

In terms of news, BYD announced that it will hold a smart strategy launch conference at its headquarters in Shenzhen on February 10 at 19:30, where it will heavily introduce the "Eye of God" advanced smart driving system. BYD expressed its hope that through the "Eye of God" system, everyone can enjoy advanced intelligent driving.

What excites the market is that some media reported that BYD plans to extend the "Eye of God" to models priced at 100,000 yuan. This will not only drive BYD's own sales growth but also disrupt the entire smart driving industry chain.

What is the "Eye of God"? Why is the market so concerned?

The "Eye of God" is an advanced smart driving assistance system independently developed by BYD, featuring functions such as no-map urban navigation (CNOA), narrow passage navigation, high-speed navigation, and full-scene intelligent parking.

Its core advantages lie in multi-sensor fusion, self-developed high-performance computing platforms, and end-to-end large model algorithm architecture, relying on China's largest vehicle-cloud database to achieve a high-level intelligent driving experience across high-speed, urban, and parking scenarios.

Some analysts believe that the smart driving functions previously exclusive to BYD's high-end models are expected to enter the affordable market, further promoting the realization of the "technology equality" concept.

Recently, Minsheng Securities pointed out in a research report that BYD will strengthen its leading position through technological upgrades by 2025. In BYD's production and sales plan for 2025, it hopes that at least 60% of its models will be equipped with high-speed NOA and above intelligent driving systems, which is expected to drive NOA to become a standard configuration for models priced between 100,000 and 150,000 yuan. It is reported that the BYD Dynasty flagship models Han L and Tang L, which will be launched in March, will both be equipped with the DiPilot300 "Eye of God" advanced intelligent driving system.

Dongfang Securities expects that BYD will accelerate the penetration of advanced intelligent driving functions into mid-to-low-end models. With the promotion of complete vehicle companies like BYD, it is expected that starting in 2025, the penetration rate of advanced intelligent driving will accelerate, and "intelligent driving equality" is likely to become an important trend in the development of China's automotive industry.

BYD's Intelligent Layout

In fact, BYD's layout in the field of intelligence has already begun.

In 2024, BYD proposed the concept of the "second half of the automotive industry" and showcased multiple intelligent technology achievements during the Dream Day event. By the end of the year, the "Eye of God" will officially launch the no-map urban navigation (CNOA) function nationwide.

At the beginning of 2025, BYD President Wang Chuanfu stated that it plans to offer advanced intelligent driving system options for models priced above 200,000 yuan and standardize this system for models priced above 300,000 yuan. Yang Dongsheng, head of BYD's New Technology Institute, also stated that in the future, advanced intelligent driving functions will be further extended, and even cars priced below 100,000 yuan should have them.

In addition, BYD is accelerating technological iteration through a combination of self-research teams and external cooperation. For example, the Fangcheng Leopard 8, launched in cooperation with Huawei, is equipped with the Qian Kun intelligent driving ADS3.0 system, and future collaborations will continue to deepen Whether BYD's smart strategy launch conference can become an important turning point, especially whether BYD can reach new heights through the "Eye of God," is worth looking forward to