2025年超300万辆，城市NOA规模化加速，华为、Momenta成「双强格局」

Core Insights - The report indicates that the cumulative sales of passenger cars equipped with urban NOA functions in China reached 3.129 million units from January to November 2025, marking a significant expansion in the industry [1][2] - The urban NOA market is characterized by a "dual strong" pattern dominated by Huawei and Momenta, which together hold approximately 80% of the third-party supplier market share [1][3] Group 1: Market Overview - The penetration rate of urban NOA-equipped passenger cars in China was 15.1% of the insured passenger car volume from January to November 2025, an increase of 5.6 percentage points compared to 2024 [2] - The report highlights that the urban NOA market has entered a phase of large-scale popularization, with profound changes in market structure and competitive factors [1][3] Group 2: Competitive Landscape - The market is driven by both self-research by car manufacturers and partnerships with third-party suppliers, with domestic brands accounting for 81.1% of the sales of urban NOA-equipped passenger cars [3] - Momenta leads the third-party supplier market with a total of 414,400 units equipped with urban NOA, representing about 61.06% of the third-party supplier share, while Huawei's HI model has approximately 134,100 units, accounting for about 19.76% [3][4] Group 3: Technological Advancements - The report emphasizes that algorithm, data loop capability, and mass production experience are critical factors determining the market position and development speed of auxiliary driving suppliers [6][8] - Momenta's R6 reinforcement learning model is noted as the first in China to achieve mass production based on an end-to-end architecture, enhancing safety and efficiency [8] Group 4: Future Trends - The urban NOA is expected to accelerate systemic changes in intelligent driving technology routes, core architectures, and industrial ecosystems, extending applications from highway NOA to urban NOA [9] - The competitive landscape is evolving with a focus on end-to-end models, pushing for integrated system architecture and the maturation of vehicle-road-cloud collaboration and regulatory standards [9]