怎样理解分车企月度城市NOA渗透率变化

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怎样理解分车企月度城市NOA渗透率变化

2025-8-6

分车企月度城市NOA渗透率变化◼ 7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73.2%，环比-1.8pct，MONA M03 Max将城市NOA下沉至10-15万元级车型，带动小鹏城市NOA智驾渗透率提至70%以上。➢ 2）问界总体城市NOA智驾比例为96.5%，环比+0.1pct，7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59.4%，环比-2.2pct，渗透率略有回落。➢ 4）Wey牌总体城市NOA智驾渗透率为97.1%，环比+0.2pct。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分类华为系特斯拉英伟达系品牌问界智界享界阿维塔方程豹特斯拉小鹏理想小米比亚迪腾势Wey芯片方案MDC510pro/610/810双HW4.0双Orin-X/图灵双Orin-X双Orin-X/Thor-UOrin-XOrin-XOrin-X0.0%20250595.0%93.5%20250384.0%94.1%20250274.7%92.7%20250188.3%95.9%20241281.0%95.4%20241178.7%95.2%20241080.1%96.1%20250490.9%92.2%100.0% 100.0%24.4%20250720240996.5%77.9%86.5%92.7%100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0%76.9%70.9%82.2%29.5%0.0%19.2%100.0% 100.0% 100.0% 100.0% 100.0% 100.0%36.7%73.2%59.4%44.3%74.3%57.1%2.8%40.7%97.1%40.5%45.3%58.6%0.1%37.9%81.0%53.9%44.4%63.0%4.2%51.6%87.6%61.3%54.9%58.0%4.7%44.0%95.8%75.0%61.5%67.1%3.7%41.5%96.8%20250696.4%96.8%18.1%44.5%81.1%19.5%43.9%77.6%36.9%47.3%76.8%38.4%48.4%58.1%34.2%47.8%54.4%99.9%38.0%99.9%41.3%73.9%20.5%74.6%20.4%73.3%23.3%79.8%16.9%16.7%86.2%24.2%83.1%37.0%87.2%29.3%88.4%32.4%79.5%27.2%77.5%双Orin-X极氪88.9%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% 100.0%23.2%10.3%10.4%11.2%12.6%15.5%17.0%18.9%19.5%22.1%22.3%79.3%84.7%82.8%76.6%80.4%81.6%71.3%84.5%90.7%87.5%——总计环比0.1%-4.1%0.0%-2.8%2.3%0.0%-1.8%-2.2%7.1%-0.8%-0.9%0.2%1.4%0.0%0.9%

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