东吴汽车黄细里团队·2025-09-25 09:45Core Viewpoint - 2025 is a pivotal year for automotive intelligence, initiating a three-year cycle that will drive domestic electrification penetration rates to achieve a leap of 50%-80%+, reshaping the vehicle landscape [4][12]. Group 1: Industry Trends - The leading intelligent driving manufacturers have successfully implemented urban NOA experiences, including complex scenarios like roundabouts and U-turns, while enhancing high-level functions such as parking and scene understanding [4][12]. - The report includes both large-sample centralized road tests and small-sample in-depth road tests, evaluating the intelligent driving experiences of ten manufacturers, including XPeng, NIO, and Tesla, across various dimensions [5][12]. Group 2: Performance Improvements - Compared to Q1 2025, Q3 2025 saw improvements in intelligent driving capabilities across all manufacturers, with narrowing absolute gaps. The first-tier manufacturers achieved full-scene NOA and continued to optimize user experience [6][12]. - New entrants in self-research have shown impressive intelligent driving performance, with expectations for significant iterations in the next six months, potentially leading to substantial changes in overall experience [7][12]. Group 3: Specific Manufacturer Insights - XPeng, Huawei, and Li Auto remain in the first tier, with XPeng's self-developed Turing chip achieving 2250 TOPS of effective local computing power, enhancing driving logic [7][12]. - NIO and Xiaomi have rapidly caught up to near-first-tier levels, transitioning from "usable" to "well-usable" experiences, with NIO's world model exceeding expectations and Xiaomi enhancing complex scenario handling capabilities [8][12]. Group 4: Road Test Results - XPeng's average total takeover count was 1.51, indicating excellent overall performance, particularly in roundabout capabilities and efficiency [46][49]. - The average takeover count for the Huawei ADS-equipped vehicle was 0.60, with high scores in stability and comfort during driving [50][52]. - Li Auto's average takeover count was 1.47, demonstrating strong performance in roundabout scenarios and overall driving stability [53][56]. - NIO's average takeover count was 2.03, with good performance in roundabouts and a generally smooth driving experience [57][60]. - Xiaomi's average takeover count was 1.94, showing stable performance and the ability to handle complex scenarios effectively [60][62].