轻舟智航于骞：今年轻舟城市NOA计划上车50款，要做自动驾驶领域的DeepSeek

Core Viewpoint - Autonomous driving is not the end goal but a key to achieving "general intelligence in the physical world" [8] Group 1: Company Milestones - QCraft announced that as of January 2026, its passenger car assisted driving system has surpassed 1 million units, marking a new phase of large-scale implementation [2] - The company achieved a production delivery of 500,000 units from late 2021 to early 2024, and it took only 8 months to double that number to 1 million [4] Group 2: Product Development and Philosophy - QCraft's CEO emphasized that many current assisted driving products are more like "vitamins" rather than "painkillers," indicating a need for practical solutions that provide real user value without compromising safety or experience [4] - The company launched the world's first end-to-end city NOA solution based on a single journey 6M platform in April 2025, which was officially implemented in January 2026 [4] Group 3: Partnerships and Market Expansion - As of January 2026, QCraft has partnered with nearly 10 automotive manufacturers, aiding in the mass production of 23 vehicle models, with expectations to exceed 50 models in 2026, most featuring city NOA capabilities [5] - QCraft aims to become a leader in the autonomous driving sector by deeply understanding product essence and maximizing the potential of each TOPS while prioritizing safety [5] Group 4: Future Plans and Innovations - The company has outlined a product evolution roadmap from advanced assisted driving to large-scale operations of autonomous driving from 2025 to 2027, with a focus on L4 logistics solutions [7] - QCraft is also developing the "Robo-X" autonomous driving open platform, which aims to empower various products like Robobus and Robotaxi, facilitating efficient commercial deployment [7] Group 5: International Expansion - QCraft is accelerating its international presence, establishing offices in cities like Beijing, Suzhou, and Munich, and targeting markets in Europe, East Asia, the Middle East, and Singapore [8]