智通财经APP获悉，汽车股显著分化，截至发稿，长城汽车(02333)跌4.95%，报12.3港元；小鹏汽车-W(09868)跌4.21%，报64.9港元；理想汽车-W(02015)跌3.69%，报101.7港元；比亚迪股份(01211)涨1.39%，报334.8港元。
消息面上，2月10日，比亚迪举办智能化战略发布会，发布全民智驾战略。在整车智能战略下，比亚迪天神之眼C首批上市21款车型，覆盖7万级到20万级。浙商证券指出，比亚迪代表的平价整车厂入局有望继续推升行业渗透率，智驾平权时代有望到来。
值得注意的是，近日多家车企推出降价促销活动。乘联会数据显示，2024年全年降价车型达到227款，远超2023年的148款。2025年，仅1月份就有超过30家品牌加入降价阵营。此外，有分析人士指出，比亚迪将高阶智驾降至10万级别，加量不加价，或会让车市迎来新一轮的价格战。
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