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汽车智能化7月报:小鹏量产落地端到端,战略看好L3智能化
L3级别渗透率跟踪:6月高阶智驾渗透进一步加速,产业趋势明确。 L3级渗透率为6.0%,环比+1.1pct,主要系新M7起量所致;准L3级智能驾驶汽车销量渗透率为6.7%,环比+0.6pct。重点车企来看,6月L3高阶智驾渗透率问界>理想>小鹏;问界智驾max版本渗透率提升至95%以上,小鹏、理想max销量比例维持40%左右。
L3级别功能落地跟踪:理想/小鹏智驾能力再升级。1)理想汽车OTA6.0无图NOA全量推送,理 ( 想无图NOA无需依赖高精地图等先验信息即可在全国范围内可导航城市道路使用。2)小鹏发布XOS 5.2.0版本,量产落地端到端,实现从“全国都能开”到“全国都好用”的进化
Robotaxi爆发式增长,技术+政策+产业三方发力有望加速规模化运营:2026年有望成为Robotaxi规模化量产元年。我们预计Robotaxi年均利润依然有望超越出租/网约车模式,相应对于企业盈利和用户出行成本均能带来正向改善。我们判断Robotaxi有望率先替代B端市场,2026/2030年国内Robotaxi市场保有量分别有望达到10/300万辆,年新增销量分别6/150万辆。
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