CLSA said BYD (01211.HK) unveiled a new-generation intelligent driving solution centered on God’sEye 5.0 and a new autonomous-driving framework. Two elements surprised markets: a safety-fallback guarantee for all models equipped with God’sEye 5.0 and BYD’s self-developed Xuanji A3 chip. CLSA said the package reinforces BYD’s tech lead, could support a H2 sales recovery, and that BYD’s vertical integration should give it more room amid intensifying price competition; the bank also sees visible ov

CLSA said BYD (01211.HK) unveiled a new-generation intelligent driving solution centered on God’sEye 5.0 and a new autonomous-driving framework. Two elements surprised markets: a safety-fallback guarantee for all models equipped with God’sEye 5.0 and BYD’s self-developed Xuanji A3 chip. CLSA said the package reinforces BYD’s tech lead, could support a H2 sales recovery, and that BYD’s vertical integration should give it more room amid intensifying price competition; the bank also sees visible overseas and high-end growth. CLSA maintained a HK$130 target price and a high-conviction Outperform rating.