智通财经APP获悉，智驾概念股涨势延续，截至发稿，佑驾创新(02431)涨10.69%，报26.4港元；比亚迪电子(00285)涨7.35%，报59.15港元；地平线机器人-W(09660)涨5.65%，报5.8港元；比亚迪股份(01211)涨5%，报344.2港元。
消息面上，2月10日晚间，比亚迪天神之眼智驾发布会召开，王传福宣布，比亚迪全系车型将搭载“天神之眼”高阶智驾，首批21款车型稍后上市。其中，10万级以上为全系标配，10万以下为多数搭载。中信建投认为，2025年将是智驾实现跨越式发展的关键节点，全球车企加速布局高阶智驾赛道。
交银国际指出，目前中国市场具备智驾功能的大多为15万元以上车型。比亚迪与长安积极的定价策略将加速智驾落地，并迫使其他车企重新调整智驾技术落地节奏。凭借智驾体验，该行认为燃油车用户有望加速转向新能源车，并带动2025年中国新能源车渗透率进一步提升至60%。该行指出，激光雷达、域控制器等智驾零部件供应商迎来可观的市场增量，但同时智驾零部件价格也有望加速下探。
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