A poster exchanged for 80 billion yuan, what are the highlights of the BYD smart driving launch event?

On the second working day after the start of the year, BYD released important news: It will hold its first press conference of the Year of the Snake on the evening of February 10, with intelligent driving as the core content of the conference.

Based on the caption of the press conference poster, it can be roughly inferred that BYD will enhance the coverage of the "Heavenly Eye" intelligent driving capabilities to achieve the goal of "allowing everyone to enjoy advanced intelligent driving."

After the official announcement of the event, BYD's stock hit the daily limit, closing at 311.08 yuan per share, with a market value of 905 billion yuan. This means that in just one day, BYD's market value increased by 80 billion yuan.

Financial media believe that the official announcement of the "Intelligent Strategy Press Conference" is the direct reason for BYD's stock price increase.

As early as the autumn and winter of 2024, there were reports indicating that BYD plans to invest over 100 billion yuan to promote the popularization of intelligent driving by 2025, and this "Intelligent Strategy" press conference is expected to announce the following important information.

01 Three Highlights

First, in terms of absolute numbers, BYD hopes to become the brand that sells the most "intelligent driving models."

The specific approach is that BYD hopes that 60% of the models produced and sold in 2025 will be equipped with high-speed NOA and above intelligent driving technology. Based on the production and sales target of 5 million vehicles in 2025, this means that BYD will bring 3 million new energy vehicles equipped with intelligent driving capabilities this year.

Second, in terms of vertical popularization, BYD may promote intelligent driving coverage in the price range of 100,000 to 1 million yuan.

Media such as 36kr describe it as "from Seagull to Yangwang, all will be equipped with BYD intelligent driving," for which BYD has prepared three intelligent driving solutions.

The entry-level intelligent driving solution comes from RunGuang Intelligent Travel, the mid-level solution is self-developed by BYD, and the high-level solution is a product of BYD's collaboration with Momenta.

As for the intelligent driving chips, they come from BYD's self-development and suppliers such as Horizon and NVIDIA, forming a "low, medium, high" three-tier layout in terms of computing power.

Third, this intelligent driving press conference is expected to provide more information and implementation timelines for high-level solutions, including "end-to-end," allowing BYD's intelligent driving system to gain entry into the leading group.

02 Some Questions

Overall, "intelligent driving equality" will be the core highlight of this press conference, but there are also some questions For example, how significant is the relationship between "intelligent driving equality" and existing car owners, especially entry-level BYD car owners? Can the already produced and launched BYD models obtain intelligent driving capabilities through OTA or other means?

In what specific form will BYD's "intelligent driving equality" be realized? For entry-level models like Seagull and Dolphin, is it standard across the entire lineup or "exclusive to the top configuration"? Or will there be an additional "intelligent driving version" model launched for separate sale?

If BYD's new energy vehicles priced around 100,000 yuan will all gain high-speed NOA capabilities, will the performance of entry-level high-speed NOA be good enough and safe to use?

Regarding the above questions, do you think BYD can provide satisfactory answers? Feel free to leave your answers in the comments section.

Source: Electric Planet, original title: "800 Billion Yuan for a Poster, What Highlights Are There in BYD's Intelligent Driving Launch Event?"

Risk Warning and Disclaimer

The market has risks, and investment requires caution. This article does not constitute personal investment advice and does not take into account individual users' specific investment goals, financial conditions, or needs. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at your own risk