> 数据图表咨询下各位分车企月度城市NOA渗透率变化2025-7-0分车企月度城市NOA渗透率变化◼ 6月分品牌城市NOA级别智能化渗透率➢ 1）小鹏总体城市NOA智驾比例为64.1%，环比增长2.8pct，MONA M03 Max将城市NOA下沉至10-15万元级车型，后续G7上量有望带动渗透率进一步提升。➢ 2）问界总体城市NOA智驾比例为96.4%，环比+1.4pct，6月M8持续上量，M5/8/9均标配城区NCA功能。➢ 3）理想总体城市NOA智驾渗透率为61.5%，环比+6.6pct，渗透率首次突破60%，系5月起全系车型2025款智能焕新版（Thor-U芯片）切换上量，L7/L8城市NOA智驾渗透率环比上升。➢ 4）Wey牌总体城市NOA智驾渗透率为96.8%，环比+1.0pct。表：分车企月度主流智能化车企城市NOA级别智能化渗透率数据来源：交强险，东吴证券研究所12华为系MDC510pro/610/810分类芯片方案20241178.7%95.2%20241080.1%96.1%202412 202501 202502 202503 202504 202505 202506 环比202409品牌1.4%81.0% 88.3% 74.7% 84.0% 90.9% 95.0% 96.4%77.9%问界95.4% 95.9% 92.7% 94.1% 92.2% 93.5% 96.8%3.3%86.5%智界100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 0.0%享界70.9% 100.0% 100.0% 99.9% 99.9% 82.2% 73.9% 74.6% 73.3% 79.8%6.5%阿维塔-6.4%38.0% 41.3% 29.5% 20.5% 20.4% 23.3% 16.9%0.0%方程豹100.0% 100.0% 100.0% 100.0% 100.0% 0.0%特斯拉 特斯拉2.8%小鹏6.6%理想9.2%小米-1.1%比亚迪-2.4%腾势1.0%Wey-3.2%极氪蔚来 NX9031/四Orin-X 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 0.0%0.3%38.4% 34.2% 36.7% 40.5% 53.9% 61.3% 64.1%48.4% 47.8% 44.3% 45.3% 44.4% 54.9% 61.5%58.1% 54.4% 57.1% 58.6% 63.0% 58.0% 67.1%3.7%29.3% 32.4% 27.2% 37.9% 51.6% 44.0% 41.5%88.4% 79.5% 77.5% 81.0% 87.6% 95.8% 96.8%76.6% 80.4% 81.6% 71.3% 84.5% 90.7% 87.5%双HW4.0双Orin-X双Orin-X双Orin-XOrin-XOrin-XOrin-X双Orin-X12.6% 15.5% 17.0% 18.9% 19.5% 22.1% 22.3%10.3%10.4%11.2%16.7%86.2%79.3%19.5%43.9%77.6%24.2%83.1%84.7%36.9%47.3%76.8%37.0%87.2%82.8%18.1%44.5%81.1%0.1%4.2%4.7%0.0%24.4%英伟达系总计——东吴证券综合其他
