乘联分会联合科瑞咨询发布《2025年10月汽车智能网联洞察报告》。报告显示，2025年1-10月，新能源乘用车L2级及以上的辅助驾驶功能装车率达到 87.0%，16万以下市场中智驾装车率进一步增长。技术普惠的大趋势下，车企纷纷加速智能辅助驾驶功能下放进程，不断推动大众车型的智能辅助驾驶搭 载率提升。 2025年11月中国新能源车销售182.3万辆，环比上升6.2%，同比增长20.5%，渗透率达到53.2%，渗透率维持较高水平。其中新能源乘用车销售171.8万辆， 同比增长18.5%；新能源商用车销售10.4万辆，同比增长65.4%。 2025年11月，新能源轿车占比41.7%，比去年同期下滑4.5个百分点。新能源SUV占比达到48.7%，份额较同期上升2.7个百分点。2025年11月，细分市场全 部实现增长，商用车增速整体高于乘用车，半挂牵引车增长193.5%，乘用车市场中轿车、MPV、SUV增幅分别为8.7%、28.0%和27.7%。 1-10月AEB整体装车率表现良好，乘用车整体装车率达到67.8%，16-24万乘用车整体占比达到78%，目前仍有增长的空间。新能源乘用车市场AEB装车率 已经达到72.1% ...

Core Viewpoint - The article discusses the current trends and developments in the Chinese electric vehicle (EV) market, highlighting sales performance, market structure, and advancements in intelligent driving technologies. Group 1: Market Trends - In July 2025, sales of new energy vehicles reached 1.262 million units, showing a month-on-month decline of 5.0% but a year-on-year growth of 27.3%, with a penetration rate of 48.7% [5] - The sales of new energy passenger vehicles were 1.195 million units, representing a year-on-year increase of 25.4%, while new energy commercial vehicle sales reached 67,000 units, up 74.9% year-on-year [9] Group 2: Market Structure - In July 2025, the market share of new energy sedans was 43.7%, down 0.3 percentage points year-on-year, while the share of new energy SUVs was 46.3%, down 2.0 percentage points [7] - All segments in the market experienced growth, with commercial vehicles growing faster than passenger vehicles, and MPV models in the passenger vehicle market showing significant increases [7] Group 3: Intelligent Driving Technology - The installation rate of L2 and above auxiliary driving functions in new energy passenger vehicles reached 82.6% in the first half of 2025, with significant growth in the market below 160,000 [11] - The overall installation rate of Automatic Emergency Braking (AEB) in passenger vehicles was 64.4%, with new energy passenger vehicles achieving a rate of 67.1% [14] - The installation rate of Full-Speed Adaptive Cruise Control (ACC) in the overall passenger vehicle market was 59.4%, while new energy passenger vehicles reached 69.9% [20] - The Automatic Lane Change (ALC) function benefits from advancements in sensor technology, improving environmental perception for better decision-making [23] - The Automatic Parking Assistance (APA) function's installation rate in passenger vehicles was 34.4%, with higher rates in the market above 240,000 [28] Group 4: Domain Control Evolution - The evolution of domain controllers reflects the technological advancements in smart automotive electronics, transitioning from application layer integration to physical layer integration, and eventually to function integration based on a single chip [32][34] - The rapid development of domain controllers is driven by the increasing demand for high-performance and reliable chips, which are essential for smart vehicle systems [37] - Despite the progress, challenges remain in the form of technical complexity, product reliability, and ecosystem development, which require time to address [40]

Group 1 - The recent period has been challenging for Xiaomi, particularly due to the trust crisis triggered by the fatal accident involving the Xiaomi SU7, prompting a reevaluation of smart driving technology in the industry [1] - The market for smart driving features remains strong, with a survey indicating that nearly 30% of consumers are willing to pay over 10,000 yuan for advanced driving assistance systems [3] - The penetration rate of L2 and above driving assistance features in the new energy passenger car market reached 66.3% in early 2025, indicating a growing consumer focus on smart driving capabilities [3] Group 2 - The penetration rate of new energy vehicles in China surpassed that of fuel vehicles, reaching 51.5% in April, with predictions suggesting it will exceed 70% by 2030 [6] - The competition among new energy vehicle manufacturers is intensifying, with Leap Motor achieving a 173% year-on-year increase in deliveries, becoming the top seller in April [10] - The Leap B10 model, which features a lower price point for laser radar technology, significantly contributed to its sales, highlighting the importance of competitive pricing in the smart driving market [12] Group 3 - The smart driving market is characterized by a split between safety ethics and rising consumer demand, leading to a search for balance within the industry [9] - The market is dominated by three main models: third-party solutions like Momenta, vertical integration by Huawei, and in-house development by companies like XPeng [18] - Momenta holds a 60% market share in the urban NOA supply chain, while Huawei's HI model accounts for nearly 30%, indicating the strong position of domestic suppliers in the smart driving sector [19][20] Group 4 - Traditional automotive giants are recognizing new opportunities in the smart driving space, particularly in safety, which has become a competitive advantage [23] - The competition in the smart driving sector is evolving from merely stacking features to a multidimensional battle focusing on safety experience, scale, and ecosystem [23]