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<Research>CICC: BYD COMPANY (01211.HK) Smart Driving System Launch Event Coming Soon w/ Focus on 2 Main Lines
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According to the official Weibo account of BYD COMPANY (01211.HK), BYD COMPANY will hold an intelligent strategy launch event today to introduce the Company's progress in areas such as intelligent driving, CICC released a research report saying.

The broker believed that the smart driving universalization promoted by leading OEMs represented by BYD COMPANY will bring investment opportunities for the relevant targets in the intelligent driving industrial chain.

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CICC believed that there will be two main lines of intelligent driving in China in 2025, naming the inclusiveness of intelligent driving and high-end breakthrough.

BYD COMPANY's intelligent driving layout includes L2 intelligent driving assistance systems (DiPilot 10, 30) and “God's Eye” high-end intelligent driving assistance systems (DiPilot 100, 300, 600), according to the public disclosure of BYD COMPANY's Dream Day 2024. Of which, DiPilot 100 has a computing power of about 100 TOPs (Trillions of Operations Per Second), realizing rapid navigation.

CICC was concerned about the leading domestic computing platform and related ecosystem. Of which, BYD COMPANY's high-end smart driving standard is expected to bring direct performance flexibility to related suppliers.

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BYD COMPANY's Han EV Honor edition is equipped with HORIZONROBOT-W's Journey5 (J5) chip, according to HORIZONROBOT-W (09660.HK)'s official account. The broker projected the two companies to further deepen their cooperation on the Journey 6 chip.
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