Core Insights - The report from the China Automobile Industry Association indicates that the sales of passenger cars equipped with urban NOA (Navigate On Autopilot) reached 3.129 million units from January to November 2025, with a penetration rate of 15.1%, an increase of 5.6 percentage points compared to the entire year of 2024 [1] - The sales of mainstream passenger cars priced below 300,000 yuan with urban NOA reached 2.155 million units, accounting for over 68.9% of the total sales [1] - Urban NOA has transitioned from a feature exclusive to high-end models to a standard configuration in mainstream vehicles, indicating rapid market penetration [1] - By November 2025, there were 45 brands offering passenger cars with urban NOA, an increase of 18 brands from 2024 [1] - A total of 135 models equipped with urban NOA accounted for 14.1% of the sales models in 2025, highlighting its importance for enhancing product competitiveness among automakers [1] - The China Automobile Association predicts that urban NOA will become mainstream in passenger vehicles by 2030 [1] Brand Performance - Among the passenger cars equipped with urban NOA, domestic brands sold 2.5373 million units, representing 81.1% of the total sales, showcasing their innovation and competitiveness in the smart connected vehicle sector [2] - The share of domestic brand models with urban NOA reached 18.7%, doubling compared to 2024 and significantly exceeding the average penetration rate of 15.1% [2] - In contrast, the sales share of joint venture brands with urban NOA was only 8.3%, with a modest increase of 1.3 percentage points from 2024, indicating a slower growth in this segment [2]