> 数据图表我想了解一下分车企月度城市NOA渗透率变化2026-2-4分车企月度城市NOA渗透率变化◼ 12月分品牌城市NOA级别智能化渗透率➢ 1）小鹏总体城市NOA智驾渗透率为91.2%，环比+5.0pct，MONA M03 Max将城市NOA下沉至10-15万元级车型，G6/G7车型全系标配智驾。➢ 2）问界总体城市NOA智驾渗透率为98.2%，环比+1.1pct，M5/M8/M9标配城区NCA功能。➢ 3）理想总体城市NOA智驾渗透率为75.2%，环比+0.1pct，理想i8、i6标配城市NOA。➢ 4）Wey牌总体城市NOA智驾渗透率为97.9%，环比-0.7pct。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24分类华为系特斯拉英伟达系/自研系总计品牌问界智界享界尊界阿维塔方程豹特斯拉小鹏理想小米比亚迪腾势Wey极氪蔚来芯片方案MDC510pro/610/810双HW4.0双Orin-X/图灵双Orin-X/Thor-U双Orin-X/Thor-UOrin-XOrin-XOrin-X双Orin-X/Thor-UNX9031/四Orin-X——99.9%41.3%73.9%20.5%74.6%20.4%20250188.3%95.9%20250274.7%92.7%20250384.0%94.1%20250490.9%92.2%20250595.0%93.5%20250895.0%96.0%20251197.1%99.5%20251097.7%99.2%20250696.4%96.8%20250796.5%92.7%99.9%38.0%38.4%48.4%58.1%20250993.8%95.1%20241220251281.0%98.2%95.4%99.9%100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0%100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0%73.3%95.3%23.3%4.7%82.2%29.5%100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0%36.7%91.2%44.3%75.2%57.1%88.1%2.9%29.3%71.9%88.4%97.9%76.6%89.5%100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0%12.6%32.8%72.2%64.3%77.3%2.4%57.0%97.1%85.6%77.7%76.1%89.4%2.2%67.2%98.2%90.3%86.2%75.2%88.4%2.1%78.2%98.6%91.0%40.5%45.3%58.6%0.1%37.9%81.0%71.3%53.9%44.4%63.0%4.2%51.6%87.6%84.5%61.3%54.9%58.0%4.7%44.0%95.8%90.7%75.0%61.5%67.1%3.7%41.5%96.8%87.5%73.2%59.4%74.3%2.8%40.7%97.1%88.9%76.1%63.2%74.1%2.3%42.7%95.6%87.9%15.5%17.0%18.9%19.5%22.1%22.3%23.2%23.1%23.4%25.3%29.7%34.2%47.8%54.4%32.4%79.5%80.4%79.8%16.9%76.9%19.2%68.3%10.2%90.2%6.1%27.2%77.5%81.6%76.2%17.7%93.2%4.7%环比1.1pct0.4pct0pct0pct2.1pct0pct0pct5pct0.1pct-0.2pct0.8pct-6.3pct-0.7pct-1.5pct0pct3.1pct东吴证券综合其他
