BYD (H): Smart driving strategy: God’s eye updates+ in-house Xuanji A3 chip+Song Ultra DM-i

研报英文原文证据摘录

BYD (H): Smart driving strategy: God’s eye updates+ in-house Xuanji A3 chip+Song Ultra DM-i

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BYD (H)

Smart driving strategy: God’s eye updates+

in-house Xuanji A3 chip+Song Ultra DM-i

Maintain Rating: BUY | PO: 119.00 HKD | Price: 90.30 HKD

1-year safety backstop for Eye of Gods A/B city NOA 28 May 2026

On May 28, BYD held an intelligent driving strategy conference, unveiling its Equity

breakthroughs in ADAS, its in-house autonomous driving chip, and next-generation

Ming Hsun Lee, CFA >>

LiDAR solutions. BYD announced that it will provide a one-year safety backstop for city Research Analyst

NOA functions to new users equipped with its Eye of the Gods A/B systems, with Merrill Lynch (Hong Kong)

coverage also extended to existing users who upgrade to the Eye of the Gods 5.0 Joey Yang, CFA >>

Research Analyst

system. BYD also provides an option to upgrade to Eye of the Gods B for models across Merrill Lynch (Hong Kong)

the Fangchengbao, Dynasty, and Ocean series at RMB12k. This policy aims to strengthen Fiona Liang >>

user confidence in BYD’s ADAS systems, thereby accelerating the adoption of intelligent Research Analyst Merrill Lynch (Hong Kong)

driving functions. As of May 27, 2026, BYD’s fleet of assisted driving vehicles has

Jessie Lo >>

surpassed 3.15mn units, with the Eye of the Gods system generating over 200mn Research Analyst

kilometers of valid driving data per day. Merrill Lynch (Singapore)

In-house Xuanji A3 AD chip: 4nm + 2,100 TOPS (3 chips)

During the event, BYD unveiled its in-house developed Xuanji A3, a 4nm automotive- Stock Data

grade autonomous driving chip. The A3 delivers over 2,100 TOPS of computing power

(3-chip configuration), enabling advanced autonomous driving capabilities up to L3/L4.