2025年NOA乘用车销售超300万辆，《2025城市NOA汽车辅助驾驶研究报告》发布

Core Insights - The report titled "2025 Urban NOA Automotive Assisted Driving Research Report" was officially released at the China Automotive Industry Association's information conference, aiming to analyze the development trends of urban NOA technology and industry, providing references for high-quality development of China's intelligent connected vehicle industry [1] Group 1: Market Growth and Trends - By the end of 2025, it is projected that over 3 million urban NOA-equipped vehicles will be sold in China, with a penetration rate of 15.1% for urban NOA features in passenger vehicles from January to November 2025, an increase of 5.6 percentage points compared to the entire year of 2024 [3][4] - The sales of new passenger cars with Level 2 driving assistance functions increased by 21.2% year-on-year in the first three quarters of 2025, with a penetration rate reaching 64%, expected to rise to 66.1% by the end of 2025 [3] Group 2: Competitive Landscape - Domestic brands accounted for 81.1% of urban NOA-equipped vehicle sales from January to November 2025, showcasing their innovation and competitiveness in the intelligent connected vehicle sector [4] - Major global automotive brands are collaborating with leading domestic third-party suppliers to achieve breakthroughs in intelligent driving, with companies like Mercedes-Benz, BMW, Audi, and Toyota implementing urban NOA features [4][6] Group 3: Technology and Innovation - The current market for third-party urban NOA suppliers is dominated by Momenta and Huawei, which together hold approximately 80% of the market share, with Momenta leading at 61.06% and Huawei at 19.76% [6] - The report highlights that the end-to-end large model has become the core engine for NOA technology iteration, driving a shift from modular architecture to integrated deep restructuring [7][8] Group 4: Future Outlook and Recommendations - The report anticipates that by 2030, urban NOA will become a mainstream feature in assisted and autonomous driving, with significant value creation expected in the automotive industry [11] - Recommendations for enhancing the urban NOA industry ecosystem include improving top-level design, strengthening technological innovation, and exploring collaborative development models among various technological routes [11]