> 数据图表咨询大家2025年1-6月城市NOA渗透率变化2025-7-02025年1-6月城市NOA渗透率变化表：2025年1-6月城市NOA渗透率变化（数据来源：交强险，东吴证券研究所备注：L3/L2+等级划分根据东吴证券汽车团队自行编制，因行业变化速度快，2025年会及时修正调整预期10国内乘用车销量（万辆）-交强险口径国内新能源乘用车销量（万辆）国内新能源渗透率国内新能源乘用车城市NOA级别智驾销量（万辆）国内新能源乘用车城市NOA级别智驾渗透率英伟达（万辆）Orin-X（魏牌、比亚迪、智己）（万辆）双英伟达 Orin-X（万辆）四英伟达 Orin-X（万辆）Thor-U（万辆）165.678.5150.468.5107.437.7171.883.1214.866.4152.670.6202401 202402 202403 202404 202405 202406 202501 202502 202503 202504165.187.252.8%17.019.5%10.62.56.21.9182.796.930.9% 35.1% 46.2% 45.5% 47.4% 48.3% 39.6% 51.3% 53.0%18.39.3% 10.4% 10.3% 10.5% 12.4% 15.5% 17.0% 18.8%8.31.45.91.05.27.8%2.96.91.05.00.96.00.74.50.8177.870.4128.065.71.81.28.310.310.911.22.11.30.73.92.41.55.12.92.15.73.72.03.82.61.23.57.47.0华为MDC 510pro/610/810（万辆）NX9031（万辆）特斯拉 FSD（2025年2月后）（万辆）2.34.11.43.33.56.13.13.23.25.54.65.84.10.03.42.20.02.92.80.07.23.30.12.9202505182.296.653.0%21.222.0%11.72.85.01.22.75.30.33.9环比同比202506209.521.9%111.233.9%53.1% 4.7%22.3% 9.8%96.8%15.0%15.0%0.0%24.8 139.8% 16.6%0.3%11.2-4.1%3.110.1%5.00.3%0.3 -84.0% -74.3%2.84.9%6.419.7%1.0217.6%6.157.6%33.7%37.6%5.2%新能源汽车分线城市渗透率202401 202402 202403 202404 202405 202406 202501 202502 202503 202504202505合计一线城市新能源汽车渗透率二线城市新能源汽车渗透率三线城市新能源汽车渗透率四线城市新能源汽车渗透率五线城市新能源汽车渗透率30.7% 34.9% 46.1% 45.5% 47.2% 48.2% 39.5% 51.2% 53.0%33.8%54.8% 54.7% 46.5% 61.4% 61.2%33.6%50.2% 51.4% 43.1% 53.7% 53.8%31.4%44.3% 45.7% 41.2% 52.6% 52.3%28.9%44.5% 45.5% 37.4% 49.1% 52.2%23.7%39.9% 39.8% 29.2% 42.4% 47.5%54.7%48.7%44.5%42.7%38.1%52.4%47.8%44.0%43.2%38.0%50.1%39.9%37.0%30.6%23.7%52.7%57.8%53.7%51.6%52.3%48.6%53.0%61.2%54.6%50.4%51.7%47.8%新能源汽车智能化分线城市渗透率202401 202402 202403 202404 202405 202406 202501 202502 202503 202504202505合计一线城市新能源汽车智能化渗透率二线城市新能源汽车智能化渗透率三线城市新能源汽车智能化渗透率四线城市新能源汽车智能化渗透率五线城市新能源汽车智能化渗透率7.9%12.2%9.7%8.0%4.4%2.4%9.4% 10.5% 10.3% 10.6% 12.5% 15.6% 17.0% 18.9%16.3%18.6% 21.1% 26.4% 34.5% 34.3%11.7%13.5% 14.9% 19.5% 23.5% 25.1%9.7%8.8% 10.8% 14.6% 14.5% 16.4%5.1%4.8%8.1%2.8%2.9%4.4%17.8%11.7%10.4%6.1%4.0%17.6%12.2%9.7%5.3%3.2%6.5%4.1%8.0%5.4%6.7%3.8%19.5%35.0%25.3%16.7%9.3%6.3%22.0%40.4%27.9%19.1%10.9%7.3%202506同比53.0% 4.8%60.0% 5.2%53.9% 2.5%51.2% 5.6%52.2% 6.7%48.7% 8.9%202506同比22.3% 9.9%39.3% 18.1%28.1% 13.2%19.8% 9.0%11.2% 4.7%7.9% 3.9%环比0.0%-1.2%-0.7%0.8%0.5%1.0%环比0.3%-1.1%0.2%0.8%0.3%0.7%东吴证券综合其他
