于骞：轻舟智航驶入量产辅助驾驶快车道，2027年NOA量产上

Core Insights - QCraft has achieved significant milestones in the autonomous driving sector, including surpassing 1 million units of assisted driving systems and launching the first single-journey 6M city NOA on the Ideal L series vehicle [1][4][6] - The company is set to produce approximately 50 models equipped with city NOA by 2026, marking a new phase of large-scale deployment [1][11] - QCraft's technology has been upgraded to "QCraft 2.0," featuring a solution with over 500 TOPS, enhancing the urban NOA experience [1][8] Company Achievements - As of January 2026, QCraft's assisted driving systems have been installed in over 1 million vehicles, indicating a transition to large-scale implementation [4][6] - The company has established partnerships with nearly 10 automotive manufacturers, aiding in the production of 23 models, with expectations to exceed 50 models in 2026, all featuring city NOA capabilities [11][12] - QCraft's users have accumulated over 2.5 billion kilometers using assisted driving, with a low AEB false trigger rate of less than once every 400,000 kilometers [11] Technological Advancements - QCraft has introduced the "VLA + World Model" unified architecture, which allows for the integration of L2 and L4 technologies on the same AI model base [12][15] - The company has developed the first "safety explainable" end-to-end large model, addressing safety concerns associated with traditional "black box" models [13] - The new generation of assisted driving solutions includes three product tiers: QCraft AIR, QCraft PRO, and QCraft MAX, each designed for different performance levels and user needs [8][11] Market Strategy - QCraft is entering the L4 unmanned logistics sector, aiming to create a "mass production and operation" model in collaboration with partners like Chery [17][21] - The company is accelerating its global expansion, establishing offices in key international markets and adapting its technology to meet global standards [22][24] - QCraft's strategy emphasizes a combination of technology output and localized services to enhance its competitive edge in the global market [24] Future Outlook - The CEO of QCraft predicts that 2026 marks the beginning of a golden decade for autonomous driving, with significant advancements expected in the coming years [2][28] - The company aims to leverage its validated technology from over 1 million units to lower development barriers and expedite the rollout of L4 logistics products [19][21] - QCraft is committed to making autonomous driving a reality, with ongoing efforts to attract top AI talent to further its mission [28]