中国智驾“一超多强”新格局，轻舟智航市占率第二

Core Insights - The report by Gaogong Intelligent Automotive Research Institute reveals that Huawei and Qizhou Zhihang together hold over 60% of the market share in the NOA (Navigation Assisted Driving) solutions for passenger cars in China from 2021 to 2025, leading the acceleration of NOA adoption [1] - The market for NOA has seen significant growth, with annual delivery volumes increasing from 118,000 units to 5.767 million units, and penetration rates rising from less than 1% to 25.1%, reflecting a compound annual growth rate of 164.4% [1] Market Share and Competition - Huawei leads the industry with a market share of 41.28%, followed by Qizhou Zhihang at 21.04%, with other competitors like Momenta and Zhuoyutech also making significant strides [1] - Qizhou Zhihang has achieved a milestone of over 1 million units of assisted driving systems delivered, showcasing its strong production and delivery capabilities [1][4] Delivery and Growth - Qizhou Zhihang's delivery volume surged from 500,000 to 1 million units in just 8 months, indicating rapid growth in production partnerships and platform capabilities [4] - The company has established deep collaborations with nearly 10 automotive brands, covering 23 models across a price range of 80,000 to 400,000 yuan [4] User Experience and Safety - The penetration rate of NOA in vehicles priced below 150,000 yuan is projected to reach 17.5% by 2025, with specific rates of 9.3% for vehicles under 100,000 yuan and over 23% for those between 100,000 and 150,000 yuan [4] - Qizhou Zhihang emphasizes safety and reliability, with its users having accumulated over 2.5 billion kilometers using assisted driving, and an average of 146,000 potential accidents avoided annually [5] Technological Innovation - The company has introduced the first end-to-end 6M city NOA solution, achieving performance comparable to higher computational power systems while maintaining safety and user experience [5] - Qizhou Zhihang's approach focuses on "not compromising safety, not stacking computing power, and not sacrificing experience," with ongoing OTA upgrades to enhance system performance [5] Future Outlook - By 2026, the city NOA is expected to enter a phase of large-scale and widespread implementation, with Qizhou Zhihang positioned to lead the market with its substantial share and focus on safety [6]