GuShiio.com ① Domestic car companies announced sales data for February 2025 and warmed up new products. Among them, BYD’s sales in February exceeded 320,000 units, reaching 322,800 units, a year-on-year increase of 164%, and launched a “smart driving equal rights” campaign.
② Open Source Securities pointed out that supply drives demand, technology cost experience resonates, and smart driving penetration is expected to usher in a period of rapid improvement.
Domestic car companies released sales data for February 2025 and warmed up new products. Among them, BYD’s sales in February exceeded 320,000 units, reaching 322,800 units, a year-on-year increase of 164%, and launched a “smart driving equal rights” campaign. Xiaomi Automobile delivered a total of more than 20,000 new vehicles in February, and announced a reserve order of 113,000 vehicles. The delivery volume exceeded 20,000 for five consecutive months, and the cumulative delivery exceeded 180,000. The number of SU7 Ultra units exceeded 15,000 units in 25 hours after launch. In addition, Tesla announced that it will start pushing the 2024.45.32.12 software update in batches to upgrade Autopilot automatic assisted driving on urban roads, targeting users who have ordered the FSD smart assisted driving function.
Currently, the global autonomous driving industry is making rapid progress. Open Source Securities pointed out that supply drives demand, technology cost experience resonates, and smart driving penetration is expected to usher in a period of rapid improvement. Autonomous driving corresponds to travel needs, and users ‘willingness to use it depends on algorithm and functional maturity. With the development of the industry, smart driving has increasingly become the core reference for consumers to purchase cars, with high certainty of demand.
According to the Cailian theme library, among the relevant listed companies:
Yanshan TechnologyIts subsidiary, Nullmax, is mainly engaged in the research and development of automotive intelligent driving systems and is committed to creating full-scene driverless driving applications. It has formed an intelligent driving technology solution based on vision and multi-sensor fusion sensing.
Power XinkeSAIC Hongyan, a wholly-owned subsidiary, and Shanghai Youdao Zitu Technology Co., Ltd., have developed and completed the commercial application of driverless technology for heavy trucks such as tractors, trucks, and dump trucks, and have completed L4 (highly autonomous driving) operation scenarios in Yangshan Port, Caofeidian, Jingtang Port and other places.
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