城市NOA销量突破300万辆：智驾竞争进入体验决胜期

Group 1 - The report indicates that from January to November 2025, the cumulative sales of passenger cars equipped with urban NOA (Navigation Assisted Driving) in China reached 3.129 million units, accounting for 15.1% of the total passenger car insurance volume, an increase of 5.6 percentage points compared to the entire year of 2024 [1] - Notably, mainstream models priced below 300,000 yuan accounted for 68.9% of the sales, indicating that urban NOA, once a feature exclusive to high-end vehicles, is moving towards the mainstream consumer market [1] - The report highlights that domestic brands are actively innovating in the smart connected vehicle sector, capturing a dominant market position with an 81.1% share of urban NOA model sales [1][4] Group 2 - The market for third-party suppliers is becoming concentrated, with Momenta and Huawei together holding approximately 80% of the market share, with Momenta at about 61.06% and Huawei's HI model at approximately 19.76% [2][4] - The report anticipates that by 2030, urban NOA will become the mainstream function of assisted driving, with the Ministry of Industry and Information Technology predicting that high-level automated driving will create a trillion-yuan value increment for the automotive industry [2][7] - The report emphasizes that the current focus of industry competition has shifted from high-speed NOA to urban NOA, with the development level of NOA technology being crucial for China's competitive position in the global automotive industry [1][2] Group 3 - The report outlines a dual-driven market structure of "in-house development by car manufacturers + collaboration with third-party suppliers," with self-developed urban NOA models accounting for approximately 78.3% of total urban NOA sales from January to November 2025 [3] - New car manufacturers are leveraging software development and ecosystem capabilities to drive the development of NOA, with brands like Tesla, NIO, and Xpeng leading the market [3] - The report also notes that traditional brands are increasingly collaborating with local intelligent driving suppliers to accelerate the implementation of urban NOA features, indicating a shift in strategy among established automotive players [4] Group 4 - The report identifies the core elements of supplier competitiveness in the scaling phase as algorithm capability, data closure, and experience in large-scale production [5] - The end-to-end architecture is being restructured, with safety and user experience becoming focal points for upgrades, driven by the integration of end-to-end large models [6] - The ultimate goal of technological iteration is to enhance safety and user experience, with expectations that urban NOA's functionality and reliability will continue to expand as multi-modal large models and end-to-end technologies evolve [6][7]