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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."
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.
BYD will start the application of Solid State Battery in vehicles in 2027, entering a period of intensive catalysis in the Solid State Battery Industry.
① BYD plans to launch mass demonstration vehicle applications for Solid State Battery around 2027, achieving large-scale adoption after 2030. ② According to the Statistics in the "Solid State Lithium Battery Technology Development White Paper," the planned domestic production capacity for Solid State Battery has reached hundreds of GWh, which will significantly boost investment in Solid State Battery equipment.
"The elephant dances," BYD welcomes a historical moment! Multiple stocks with a Market Cap of over 100 billion have reached new highs this year.
Several stocks with a market cap of over one hundred billion yuan have reached new highs this year. In terms of market cap, the Industrial And Commercial Bank Of China and Bank Of China rank at the top, with BYD in third place. In terms of percentage increase, Beijing Enlight Media leads with a rise of 267.9% this year.
Breaking! BYD Concept stocks officially announce strategic cooperation surrounding eVTOL and other areas | Post-market announcement highlights.
CHINA TELECOM: On February 20, the lockup period for restricted shares, accounting for 62.7% of the company's total share capital, expired and they were listed for trading.