如何看待2025年1-7月城市NOA渗透率变化

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如何看待2025年1-7月城市NOA渗透率变化

2025-8-6

2025年1-7月城市NOA渗透率变化表：2025年1-7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10202501202502202503202504202505202506国内乘用车销量（万辆）-交强险口径国内新能源乘用车销量国内新能源渗透率国内新能源乘用车城市NOA级别智驾销量国内新能源乘用车城市NOA级别智驾渗透率英伟达Orin-X（魏牌、比亚迪、智己、乐道、昊铂）双英伟达 Orin-X四英伟达 Orin-XThor-U华为MDC 510pro/610/810NX9031双图灵特斯拉 FSD（2025年2月后）177.870.439.6%10.915.5%6.91.05.00.94.10.03.4128.065.751.3%11.217.0%6.00.74.50.82.20.02.9182.796.953.0%20.020.6%10.03.15.91.02.80.07.2165.187.252.8%18.020.7%11.63.66.21.93.30.12.9182.296.653.0%22.323.0%12.73.85.01.22.75.30.3209.5111.253.1%25.122.6%11.63.15.40.32.86.41.03.96.111.63.35.30.22.95.81.00.14.1202507同比2.1%10.7%54.3% 4.2%180.197.822.7 106.9%23.2% 10.8%83.0%26.5%-92.1%25.7%环比-14.0%-12.1%1.2%-9.6%0.6%0.4%7.1%-1.6%-44.9%1.8%-8.5%0.0%-12.6%-33.3%新能源汽车分线城市渗透率202501202502202503202504202505202506合计一线城市新能源汽车渗透率（左轴）二线城市新能源汽车渗透率（左轴）三线城市新能源汽车渗透率（左轴）四线城市新能源汽车渗透率（左轴）五线城市新能源汽车渗透率（左轴）39.5%46.5%43.1%41.2%37.4%29.2%51.2%61.4%53.7%52.6%49.1%42.4%53.0%61.2%53.8%52.3%52.2%47.5%52.7%57.8%53.7%51.6%52.3%48.6%53.0%61.2%54.6%50.4%51.7%47.8%53.0%60.0%53.9%51.2%52.2%48.7%202507同比54.2% 4.2%63.2% 7.3%55.8% 2.8%52.3% 3.7%52.4% 4.0%47.3% 6.4%新能源汽车智能化分线城市渗透率202501202502202503202504202505202506202507同比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15.6%26.4%19.5%14.6%8.0%5.4%17.0%34.5%23.5%14.5%6.7%3.8%18.9%34.3%25.1%16.4%8.1%4.4%19.5%35.0%25.3%16.7%9.3%6.3%22.0%40.4%27.9%19.1%10.9%7.3%22.3%39.3%28.1%19.8%11.2%7.9%23.4% 10.9%39.6% 17.5%29.9% 14.9%20.8% 9.6%11.6% 5.2%8.2% 4.2%环比1.2%3.2%1.8%1.1%0.2%-1.4%环比1.0%0.3%1.8%0.9%0.4%0.3%

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