1月23日，轻舟智航（QCraft，以下简称"轻舟"）在北京举行QCraft DAY 2026活动。 迈向第七年的轻舟交出了一份扎实的成绩单：辅助驾驶搭载量突破100万台；行业首个单征程6M城市NOA正式上车，首发车型为"搭载AD Pro的理想汽 车L系列焕新版"；2026年轻舟城市NOA预计量产上车约50款；技术层面，轻舟重磅亮相VLA与世界模型统一架构，构筑L2与L4同一技术底座。基于此，"轻 舟乘风"也迎来2.0全新升级，正式发布大于500TOPS的解决方案，以"VLA+世界模型"解锁极致城市NOA体验；同时，轻舟宣布正式进军L4无人物流领域， 已多地开启部署运营，携手合作伙伴打造"量产即运营"新范式。 轻舟智航联合创始人、董事长兼CEO于骞博士发表了题为《将无人驾驶带进现实》的主题演讲。他提出，2026年是无人驾驶黄金十年新周期的开启之 年，也是进入"超人智能"时代的元年。于骞对新周期给出了"城市NOA接管将至'月'级别，自动驾驶专属保费低于人类驾驶保费50%以上"等8个趋势预测。于 骞讲到，"对于轻舟而言，我们凭借七年如一日的战略定力与务实不冒进的风格，坚定推进L2与L4双轮驱动路径，成功跨越量产' ...

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]

Core Insights - The era of transitioning from assisted driving to autonomous driving has officially begun, with QCraft showcasing significant advancements in its technology and production capabilities at the QCraft DAY 2026 event [1][5][19]. Group 1: Company Achievements - QCraft has achieved a milestone with over 1 million units of its assisted driving system deployed, marking a new phase of large-scale implementation [5][12]. - The company has introduced the first single-journey 6M city NOA (Navigation on Autopilot) solution, which has been successfully integrated into the latest model of the Li Auto L series [1][7]. - QCraft plans to launch approximately 50 new models equipped with city NOA in 2026, further expanding its market presence [1][12]. Group 2: Technological Advancements - QCraft has unveiled its upgraded "QCraft Chengfeng 2.0" solution, featuring a computing power exceeding 500 TOPS, aimed at enhancing the urban NOA experience [1][9]. - The company has developed a unified technical foundation for both L2 and L4 autonomous driving, emphasizing the shared AI model base for safety and comfort [13][16]. - QCraft's innovative "VLA + world model" architecture allows for advanced environmental understanding and decision-making capabilities, paving the way for L4 autonomous driving [18][26]. Group 3: Market Strategy and Partnerships - QCraft is entering the L4 unmanned logistics sector, collaborating with partners like Chery to create a "production and operation" model [19][21]. - The company has established partnerships with nearly 10 automotive manufacturers, including Li Auto and Chery, to produce 23 models, with expectations to exceed 50 models in 2026 [12][24]. - QCraft is accelerating its global expansion, setting up offices in key international markets and aiming to provide compliant autonomous driving solutions worldwide [24][26]. Group 4: Future Vision - The CEO of QCraft predicts that 2026 marks the beginning of a golden decade for autonomous driving, with significant trends expected, including a reduction in insurance premiums for autonomous driving [2][30]. - The company emphasizes a customer-centric approach, asserting that the success of its clients is foundational to its own success [2][5].