Core Insights - The era of transitioning from assisted driving to autonomous driving has begun, with 2026 marking the start of a new golden decade for autonomous driving and the "super intelligent" era [1][3] - QCraft, co-founded by Dr. Yu Qian, has successfully crossed the production milestone of 1 million units for its assisted driving systems, indicating a new phase of large-scale implementation [3][5] Group 1: Company Developments - QCraft has achieved a significant milestone with over 1 million units of its assisted driving system deployed, marking a new starting point for the company [5] - The company has established partnerships with nearly 10 automotive manufacturers, aiding in the mass production of 23 vehicle models, with expectations to exceed 50 new models in 2026, all featuring urban NOA capabilities [7] - QCraft's user base has accumulated over 2.5 billion kilometers of assisted driving mileage, with nearly 100 million uses of smart parking assistance [7] Group 2: Technological Innovations - QCraft has introduced the industry's first "safety explainable" end-to-end large model, addressing safety concerns associated with the "black box" nature of end-to-end systems [11] - The company has developed a unified architecture called "VLA+ World Model," which enhances the ability of assisted driving systems to handle complex real-world scenarios [13] - QCraft's technology allows for the use of a single journey 6M chip to achieve urban NOA, demonstrating a commitment to providing affordable and effective intelligent driving solutions [8] Group 3: Future Plans - QCraft has outlined a product evolution roadmap from advanced assisted driving to large-scale operations of autonomous driving from 2025 to 2027 [14] - The company aims to enter the L4 unmanned logistics market, collaborating with automotive manufacturers to create a new paradigm of "production equals operation" [16] - QCraft is accelerating its international expansion, establishing offices in cities like Beijing, Suzhou, and Munich, and targeting markets in Europe, East Asia, the Middle East, and Singapore [19]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：智通财经） 以"轻舟已过万重山"的姿态，迈向第七年的轻舟智航（QCraft，以下简称"轻舟"），宣告打响2026年中 国自动驾驶第一枪。 1月23日，在北京举行的QCraft DAY 2026活动上，轻舟交出成立第七年的成绩单，亮出VLA与世界模型 统一架构，并宣布正式进军L4无人物流领域。 轻舟智航联合创始人、董事长兼CEO于骞在题为《将无人驾驶带进现实》的主题演讲中放言："自动驾 驶这个事，我们至少要干20年，最终要将通用智能带进物理世界。" 据介绍，轻舟凭借七年量产实践，成功跨越"泥潭"。截至2026年1月，轻舟辅助驾驶系统搭载量突破100 万台，合作车企近10家，助力理想、奇瑞等品牌量产23款车型。 技术突破是本次活动的核心亮点。轻舟全球首个基于单征程6M平台的端到端城市NOA方案已正式上 车，首发车型为"搭载ADPro的理想汽车L系列焕新版"。该方案以128TOPS算力实现媲美256TOPS的体 验，打破了行业对高算力的依赖。于骞强调，轻舟要做自动驾驶领域的"DeepSeek"，追求极致软硬协 同，为老百姓提供"好用不 ...