Core Insights - The report by Gaogong Intelligent Automotive Research Institute reveals that Huawei and Qizhou Zhihang together hold over 60% of the market share in the NOA (Navigation Assisted Driving) solutions for passenger cars in China from 2021 to 2025, leading the acceleration of NOA adoption [1] - The market for NOA has seen significant growth, with annual delivery volumes increasing from 118,000 units to 5.767 million units, and penetration rates rising from less than 1% to 25.1%, reflecting a compound annual growth rate of 164.4% [1] Market Share and Competition - Huawei leads the industry with a market share of 41.28%, followed by Qizhou Zhihang at 21.04%, with other competitors like Momenta and Zhuoyutech also making significant strides [1] - Qizhou Zhihang has achieved a milestone of over 1 million units of assisted driving systems delivered, showcasing its strong production and delivery capabilities [1][4] Delivery and Growth - Qizhou Zhihang's delivery volume surged from 500,000 to 1 million units in just 8 months, indicating rapid growth in production partnerships and platform capabilities [4] - The company has established deep collaborations with nearly 10 automotive brands, covering 23 models across a price range of 80,000 to 400,000 yuan [4] User Experience and Safety - The penetration rate of NOA in vehicles priced below 150,000 yuan is projected to reach 17.5% by 2025, with specific rates of 9.3% for vehicles under 100,000 yuan and over 23% for those between 100,000 and 150,000 yuan [4] - Qizhou Zhihang emphasizes safety and reliability, with its users having accumulated over 2.5 billion kilometers using assisted driving, and an average of 146,000 potential accidents avoided annually [5] Technological Innovation - The company has introduced the first end-to-end 6M city NOA solution, achieving performance comparable to higher computational power systems while maintaining safety and user experience [5] - Qizhou Zhihang's approach focuses on "not compromising safety, not stacking computing power, and not sacrificing experience," with ongoing OTA upgrades to enhance system performance [5] Future Outlook - By 2026, the city NOA is expected to enter a phase of large-scale and widespread implementation, with Qizhou Zhihang positioned to lead the market with its substantial share and focus on safety [6]

一场德上高速上的车辆碰撞事故，将"顶流"小米汽车推上风口浪尖，也让智能驾驶的边界到底在哪成为 热点。其中，车辆的NOA（领航辅助驾驶）在发生事故2秒前让驾驶者接管的操作，更成为关注焦点， 在智驾系统提示障碍后，驾驶员是否有足够时间反应？系统是否作出及时应对？人与车之间的"默契"是 否真正建立？当前，多数智驾系统仍处于L2—L2+阶段，本质上辅助驾驶并非自动驾驶，需要驾驶员全 程监控、随时接管。在"全民智驾"时代，企业和消费者都必须握紧方向盘，守住安全底线。 2秒应对时间明显不够 从提示前方有障碍到车辆发生碰撞的间隔时间仅2秒，引发外界对于智驾车辆的新思考。随着新能源汽 车渗透率的提升，市场竞争已从电动化走入智能化，其中智能辅助驾驶成为车企抢夺市场的关键点，如 城市NOA、高速NOA等辅助驾驶系统的铺开，为消费者驾车提供便利。不过，一位自动驾驶从业人员 表示："不同于完全自动驾驶，虽然智能辅助驾驶中有'智能'二字，但起到的仍是辅助驾驶作用，仍需 要驾驶者随时接管。" 对于接管流程，《智能网联汽车自动驾驶系统通用技术要求》（GBTT44721-2024）中提到，介入请求 的发出时机应确保驾驶员有足够的时间安全接管 ...