元戎启行公布商业化成绩单：量产交付20万辆 10月份单月市占率近40%

Core Insights - Yuanrong Qixing Technology has showcased multiple models equipped with its advanced driving assistance systems at the 2025 Guangzhou Auto Show, demonstrating its adaptability and scalability across various vehicle types [1] - As of October 2025, the company has delivered 200,000 mass-produced vehicles featuring its urban NOA (Navigation Assistance) system, achieving a nearly 40% market share among third-party suppliers in a single month [1] - The CEO of Yuanrong Qixing highlighted the rapid growth from zero to a significant market share within just over a year, attributing this success to strong partnerships and the delivery capabilities of the company [1] Business Expansion - Yuanrong Qixing is accelerating its Robotaxi business, having signed a strategic agreement with the Wuxi government to establish a testing and R&D base, aiming to launch Robotaxi services with consumer-grade mass-produced vehicles by the end of this year [2] - The company's approach to Robotaxi utilizes consumer-grade vehicles rather than modified cars, resulting in lower deployment costs and enhanced system stability and compatibility [2] - Yuanrong Qixing is also advancing its RoadAGI (Road General Artificial Intelligence) initiative, which integrates its self-developed VLA model to enable autonomous navigation through natural language commands in various environments [2] Future Plans - In 2026, Yuanrong Qixing will focus on three core business areas: mass-produced vehicle assistance, Robotaxi, and RoadAGI, with a goal to exceed cumulative deliveries of one million vehicles in the assistance segment [3] - The company has secured a project with a leading domestic new energy vehicle manufacturer for full auxiliary driving specifications, positioning itself to become a leader in urban NOA mass deliveries in 2026 [3] - The existing customer base is expected to support the ambitious target of achieving a delivery scale of one million vehicles next year, even without new clients [3]