BYD's A-share stock price has reached a historic peak, experiencing a significant intraday surge. Over the past eight trading days, BYD's stock has risen approximately 25%, pushing its A-share market value back above the trillion-yuan mark. As of the latest update, the stock price stands at 358.61 yuan, with a market capitalization of 1.04 trillion yuan.
Industry analysts attribute this surge to BYD's recent launch of its "Universal Intelligent Driving Strategy." On February 10, during its intelligent strategy press conference, BYD unveiled 21 smart-driving models, lowering the industry's typical entry price for intelligent driving vehicles from around 200,000 yuan to just 70,000 yuan. The BYD Seagull, priced at 78,800 yuan, has emerged as a game-changer in the market by bringing advanced driving assistance features like highway navigation on autopilot (NOA) and automatic parking to sub-100,000 yuan vehicles.
At the event, BYD Chairman Wang Chuanfu declared that 2025 will mark the "first year of mass adoption for intelligent driving." He projected that within 2-3 years, intelligent driving would become a standard feature, akin to seat belts or airbags, further driving the future development of the electric vehicle industry.
BYD has maintained strong sales momentum in recent years. In 2024, the company sold approximately 4.27 million vehicles, a year-on-year increase of 41.26%. In January 2025 alone, BYD sold about 300,000 vehicles, marking a 49.16% year-on-year growth and securing a 33.7% market share in China's new energy vehicle (NEV) sector.
According to a research report by Kaiyuan Securities, BYD's "God's Eye" intelligent driving system is expected to expand from high-end models to mainstream price segments, allowing more consumers to experience intelligent driving technology. Minsheng Securities predicts that by 2025, at least 60% of BYD's models will be equipped with highway intelligent driving or higher-level smart driving systems, significantly enhancing the company's market competitiveness.
Additionally, BYD's expansion in overseas markets has been a key driver of its growth. In 2024, the company sold 417,000 new energy vehicles overseas, reflecting a 71.9% year-on-year increase.
