近日，中国汽车工业协会在京正式发布了《2025城市NOA汽车辅助驾驶研究报告》。报告指出，以城市导航辅助驾驶（NOA）为代表的高阶智能驾 驶功能，在2025年实现了跨越式发展，已成为中国汽车产业智能化竞争的新高地，并正驱动全球产业生态格局的重塑。 市场规模突破三百万辆，自主品牌引领智能化浪潮 报告显示，2025年1月至11月，我国搭载城市NOA功能的乘用车累计销量已高达312.9万辆，市场渗透率达到乘用车上险量的15.1%，较2024年全年显 著提升5.6个百分点。这一数据标志着城市NOA从技术验证和早期推广阶段，正式迈入规模化普及的快车道。 在这场智能化竞赛中，中国自主品牌展现出强大的创新活力与市场主导力。在上述销量中，自主品牌贡献了253.73万辆，占比高达81.1%。同时，以 奔驰、宝马、奥迪、丰田为代表的全球知名汽车品牌，为加速智驾落地，纷纷选择与中国的头部技术供应商合作。这一趋势表明，中国智能驾驶解决方案 正获得国际认可，成为全球产业版图中的重要力量。 市场呈现"双轮驱动"格局，第三方供应商"双强"效应凸显 报告强调，技术迭代是行业发展的根本动力。当前，以端到端大模型为核心的技术变革，正在引领智能驾 ...

Group 1: Core Viewpoints - The article discusses the rapid development and potential of intelligent driving technology, highlighting its transformative impact on urban mobility and the automotive industry [1][2][3]. Group 2: Technology Engine Behind Intelligent Driving - The end-to-end architecture is a significant innovation in intelligent driving, reducing data annotation difficulty and optimizing data processing through unique algorithms, which enhances vehicle responsiveness to road conditions [2][3]. - The introduction of visual language models and cloud models improves the system's ability to handle complex scenarios, akin to equipping vehicles with sharper "eyes" [3]. Group 3: Current Development of Intelligent Driving - The high-speed Navigation on Autopilot (NOA) feature is expected to be scaled up in 2024, becoming a standard for intelligent driving vehicles priced above 200,000 yuan [5]. - The penetration rate of urban NOA is projected to reach 6.5% in 2024, driven by increased consumer acceptance and reduced costs, expanding its availability to more consumers [7]. Group 4: Business Model of Intelligent Driving - The L2++ intelligent driving software faces challenges in charging fees due to low consumer willingness to pay, leading most automakers to standardize systems to accumulate users and data [11]. - Some leading automakers are exploring buyout or subscription payment models, with promotional activities to attract customers [11][12]. Group 5: Benefits of Urban NOA - Urban NOA is expected to drive sales of high-configured, high-margin models, as consumers are likely to prefer higher-end vehicles once the technology gains market acceptance [13][14]. - The overlap in technology requirements between Robotaxi and urban NOA is anticipated to enhance intelligent driving system capabilities, potentially leading to a shift towards mobility services by 2025 [15]. Group 6: Globalization of Intelligent Driving Industry - China's late start in intelligent driving is countered by rapid development, with domestic companies gaining advantages in technology and production experience, positioning them favorably in the global market [16]. - Collaborations between joint venture automakers and domestic intelligent driving companies are expected to facilitate access to international projects and opportunities for global expansion [16][17].