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Frontline | Intelligent Driving Competition: BYD's terminal inventory clearance promotes "God's Eye" while Tesla's FSD feature faces a lukewarm market.
On February 26, Tesla's refreshed Model Y began deliveries in the China market; the day before, the renamed Tesla FSD officially entered the China market. BYD released the "Heavenly Eye" intelligent driving system, claiming to initiate the "era of comprehensive intelligent driving."
The central bank carried out a one-year MLF operation of 300 billion yuan with interest rates remaining unchanged.
The People's Bank conducted a 300 billion yuan medium-term lending facility (MLF) operation, with a term of 1 year and a winning interest rate of 2.00%.
Will the tight funding conditions continue? This week, over one trillion interbank certificates of deposit will mature, and the pressure on the Banks' liability side will still require time to alleviate.
① If the funding situation does not loosen, the interbank certificate of deposit interest rates will continue to rise. ② The current relief from pressure on the asset side may take time, and the alleviation of banks' liability pressure may require the liquidity environment to loosen first. ③ Non-bank Institutions and rural commercial banks are the Block Orders for Shareholding, while Funds and Brokerages are the main ones reducing their holdings.
In February, the LPR Quote was released: the interest rates for both 5-year and 1-year terms remain unchanged.
The loan market quote rate (LPR) for February has been released: the LPR for more than 5 years is 3.6%, the same as last month at 3.6%. The 1-year LPR is 3.1%, unchanged from last month at 3.1%.
Goldman Sachs: In the era of intelligent driving, each car in China is equipped with 5 cameras this year, and in 5 years, each car will be equipped with 10 cameras.
Goldman Sachs expects that the vehicle camera shipments in China will reach 0.126 billion by 2025 and increase to 0.343 billion by 2030. In addition to the increase in quantity, Goldman Sachs also anticipates that the trend of intelligent driving will drive upgrades in vehicle camera specifications, with cameras of 8MP (8 million pixels) and above accounting for 14% and 59% of total shipments in 2025 and 2030, respectively.
The mobile phone and Autos circles are eagerly "embracing" DeepSeek while Tesla, Xiaomi, and others remain "inactive".
① Mainstream smartphone manufacturers and over 20 Autos manufacturers have already integrated the DeepSeek large model. ② Manufacturers, including "Weixiaoli" and Xiaomi, prefer to develop their own technology, and there is a viewpoint suggesting that later on, integration with DeepSeek is not ruled out.