July 26, 2026 · Sunday2026 年 7 月 26 日 · No. 22 · updated更新于 01:37 () SIGNALS信号EVENTS日历ARCHIVE归档ACCESS接入ABOUT关于

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Industry Moves行业动向

2.67M Urban NOA Vehicles: Top 5 Automakers Vie for Autonomous Driving Leadership267万辆城区NOA规模成型:5强争霸,智驾第一梯队重排座次

S 2.5 T3 1 sources1 个来源 R2-regulatory R4-quantified-first
  1. Chinese automakers deployed Navigate-on-Autopilot (NOA) technology to 2.67 million vehicles in 2025, representing 11.6% of annual domestic passenger car sales.
  2. Five major Chinese automakers are competing intensely in autonomous driving, with L2-level autonomous driving penetration projected to exceed 70% by 2026.
  3. Industry debate centers on technology progression strategy (L2 vs L3 vs L4), emphasizing the need for public safety data and user acceptance in autonomous vehicle adoption.
  1. 年全年,搭载城区NOA的新车销量达267万辆,占全年国产乘用车总销量的11.6%。
  2. 五强厂商在智驾领域激烈竞争,预计2026年L2级自动驾驶辅助能力渗透率将超过70%。
  3. 业界围绕自动驾驶技术路线(L2/L3/L4)展开讨论,强调公开的安全数据和用户认知过程对于自动驾驶商业化的必要性。