轻舟智航：L2与L4本质上技术同源

Core Insights - QCraftDAY2026 event showcased QCraft's next-generation autonomous driving technology and future development plans, marking the mass production of the first city NOA solution based on Horizon's 6M chip [2] - The company aims to expand its partnerships, targeting over 50 new vehicle models equipped with city NOA by 2026 and plans to achieve 3 million units of intelligent driving systems by 2027 [2] Technology Developments - QCraft introduced the "VLA+ World Model" unified architecture, which enhances decision-making, remote takeover, and human-machine interaction through language capabilities [2] - The company emphasized that L2, L3, and L4 technologies share the same AI model foundation, with a focus on safety, comfort, and predictability [3][4] Product Offerings - QCraft launched the "QCraft Chengfeng 2.0" driver assistance solution, creating a three-tier product matrix: Chengfeng AIR for highway NOA, Chengfeng PRO for urban NOA, and Chengfeng MAX integrating VLA and world model technologies [2] - The "Robo-X" autonomous driving open platform was unveiled, aiming to become the "Android of the autonomous driving field," providing comprehensive tools for Robobus, Robovan, and Robotaxi [4] Market Strategy - The company is expanding its business from passenger vehicles to more L4 commercial scenarios, establishing a dual-line layout of passenger vehicle intelligent driving and commercial vehicle automation [4] - QCraft plans to initiate small-scale operations of Robotaxi in 2026, with a broader deployment expected in 2027, while acknowledging potential delays in China compared to the U.S. due to various factors [5]