张永伟对中国证券报记者表示，汽车产业竞争力的核心正从机械硬件向智能与AI底座迁移，跨界融合 成为重构生态的核心动力。从现在到2030年是培育智能驾驶文化、普及低阶智能驾驶的关键窗口期，企 业需把握好智能汽车发展目标和节奏，在全球竞争中抢占先机。 "目前围绕智能化的全球竞争已全面展开，我国L2级辅助驾驶渗透率已超过50%，位列全球最高。同 时，泊车辅助驾驶技术等新兴技术在中高端车型的渗透率也超过20%。"在刚刚举行的2025新能源智能 汽车新质发展论坛上，中国电动汽车百人会副理事长兼秘书长张永伟表示，中国汽车产业在电动化上实 现了换道超车，智能化上实现了终端先行，但仍需巩固优势。 ● 熊永红 龚梦泽 这意味着，在中国汽车市场上，每卖出两辆新车，就有至少一辆搭载了L2级辅助驾驶技术。事实上， 随着今年比亚迪"全民智驾"口号的喊出，辅助驾驶的声量达到了一个新高潮，并逐渐成为消费者购车时 的重要考虑因素。 过去很长一段时间里，我国汽车行业的整零合作多处于较浅层次，关键技术领域的合作难度较大。而欧 洲和日本在汽车行业面临重大技术攻关时，形成了值得借鉴的产业模式——整车企业间能够联合攻关， 整车与零部件企业形成战略联盟， ...

Core Viewpoint - The article emphasizes that China is leading in the penetration of L2-level assisted driving technology, with over 50% of new cars equipped with such features, indicating a significant shift in consumer preferences towards smart driving technologies [1][2]. Group 1: Market Penetration and Trends - In China, for every two new cars sold, at least one is equipped with L2-level assisted driving technology, reflecting a growing consumer demand for smart driving features [2]. - The penetration rate of L2-level and above assisted driving functions in new energy passenger vehicles reached 77.8% in the first four months of this year, while traditional fuel passenger vehicles exceeded 52% [2]. - The overall installation rate of automatic parking systems (APA) in passenger vehicles is 31.2%, with rates above 50% in the market segment priced over 240,000 yuan [2]. Group 2: Competitive Landscape - Despite lower installation rates of smart technologies in the U.S. market, it remains competitive in core intelligent technology areas, with Tesla's FSD being a global leader and companies like NVIDIA dominating in high-performance computing chips [2]. - The article highlights the urgent need for the Chinese automotive industry to consolidate and expand its advantages in smart technology [2]. Group 3: Future Development Paths - The future development of smart driving in China can be divided into two paths: focusing on higher-level autonomous driving (L3 and above) and transitioning core competencies towards smart technology and AI [3]. - The automotive industry is expected to see a shift in cost structure, with mechanical components dropping below 30% of total costs by 2030, while electronic costs could rise to 70% [3]. Group 4: Regulatory Environment - Various regions in China have introduced regulations to promote the implementation of L3-level and above autonomous driving, such as the regulations released by Beijing and Wuhan earlier this year [4].

反观美国市场，虽然其智能化装车率不高，但是在智能核心技术领域有竞争力。张永伟表示，特斯拉 FSD（全自动驾驶）功能处于全球领先水平，美国"智驾大算力芯片"方面有英伟达，在智能座舱领域， 高通+安卓也占据了主导地位。"如何巩固扩大我们在智能化上的发展优势，是中国汽车行业一个非常 急迫的问题。" 在张永伟看来，中国接下来的智能化发展可以分为两条路径，一是将目光放到更高阶的智能驾驶上，快 速提出L3级及更高等级自动驾驶的发展目标。2030年，甚至往后两三年时间，将是L3、L4级从试点到 规模化应用的一个时间窗口，车企或智能驾驶企业既要立足现在，布局低成本、低阶的智驾技术，也要 抓住时间窗口，加快布局或装载高等级的自动驾驶技术。 辅助驾驶技术，已经成为消费者购车时的重要考虑因素。 7月15日，在2025新能源智能汽车新质发展论坛上，中国电动汽车百人会副理事长兼秘书长张永伟表 示，目前全球汽车围绕智能化的竞争已全面展开，我国在终端装载率上走在了前列。中国L2级辅助驾 驶的渗透率已超过50%，在全球市场中最高。另外，一些新的辅助技术（如泊车）渗透率也在加快提 升，泊车辅助驾驶技术渗透率也超过了20%。 这意味着中国市场上 ...