汽车与零配件行业信息点评：比亚迪举行智能化战略发布会正式开启全民智驾时代

海通证券2025-02-11

事件：2025 年2 月10 日，比亚迪于深圳总部举行智能化战略发布会，发布“天神之眼”技术矩阵，天神之眼C 首批21 款车型正式上市。“天神之眼”技术矩阵正式发布。天神之眼系统分为三个版本：天神之眼A（DiPilot600）、天神之眼B（DiPilot300）、天神之眼C（DiPilot100）。其中天神之眼A 高阶智驾三激光版，主要搭载于仰望品牌；天神之眼B 高阶智驾激光版，主要搭载于腾势和...

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年2 月10 日，比亚迪于深圳总部举行智能化战略发布会，发布“天神之眼”技术矩阵，天神之眼C 首批21 款车型正式上市。“天神之眼”技术矩阵正式发布。天神之眼系统分为三个版本：天神之眼A（DiPilot600）、天神之眼B（DiPilot300）、天神之眼C（DiPilot100）。其中天神之眼A 高阶智驾三激光版，主要搭载于仰望品牌；天神之眼B 高阶智驾激光版，主要搭载于腾势和比亚迪品牌；天神之眼C 高阶智驾三目版将搭载于比亚迪品牌。其中，配备前视三目5R12V 感知硬件及端到端控制算法的天神之眼C，实现架构、传感器、算法、数据四大领先，可实现高快领航、城市记忆领航、代客泊车等高端智驾功能。架构方面，天神之眼C 智驾系统基于全栈自研的整车智能璇玑架构，搭载BAS 3.0+ 超人类驾驶辅助软件版本和“全闭环端到端”大模型；传感器方面，天神之眼C 搭载全球独创的5R12V12U 方案，三目前视摄像头感知效果堪比激光雷达；数据方面，比亚迪2024 年新增训练里程7200 万公里/天，预计2025 年训练里程将达到1.5 亿公里/天。比亚迪整车智能璇玑架构将接入Deepseek R1 大模型，赋能车端AI、云端AI 双循环。首批21 款车型覆盖7 万级到20 万级，开启全民智驾时代。10 万以下：秦PLUS DM-i、海豹05DM-i、A0 级纯电轿车海鸥。10 万级：秦L DM-i、宋Pro DM-i、秦PLUS EV、元UP、海豹06DM-i、海豚；15 万级：宋L DM-i、宋PLUS 系列、海豹06GT、海豹07DM-i；20 万级：比亚迪夏、汉系列、唐DM-i、宋L EV、海狮07EV、海豹EV；我们认为：1）比亚迪推出更加可负担的智驾车型后，有利于提升公司产品在经济型价位段的市占率；2）作为新能源车行业的头部企业，比亚迪大力推广智驾，有利于全行业降低研发和生产成本，进而推动智驾更广泛的普及。投资建议：推荐比亚迪，关注产业链保隆科技、速腾聚创。风险提示：新品牌车型销量不及预期；智能驾驶渗透率不及预期；原材料价格大幅上涨。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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汽车与零配件行业信息点评：比亚迪举行智能化战略发布会 正式开启全民智驾时代

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汽车与零配件行业信息点评：比亚迪举行智能化战略发布会正式开启全民智驾时代