CITIC Securities: The Accelerated Penetration of High-Level Intelligent Driving Continuously Benefits the Industrial Chain
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Author:小编   

As indicated in a research report from CITIC Securities, leveraging data from the First Electric Vehicle Network, the penetration rate of urban Navigation on Autopilot (NOA) in China's passenger vehicle market is projected to surge to 20.9% in the first half of 2026. This trend is set to fuel substantial growth in shipments of key products, including medium-to-high computing power intelligent driving chips, urban NOA software, Light Detection and Ranging (LiDAR) systems, and intelligent driving domain controllers. Consequently, this will significantly enhance the revenues of leading companies in the sector. In tandem with this, the commercialization of Level 4 (L4) autonomous driving is gaining momentum. Several companies have already begun to reap economic benefits from their benchmark projects, paving the way for asset-light commercialization strategies and global market expansion. Looking ahead to the second half of 2026, it is anticipated that various segments within the industrial chain will ramp up their efforts in technology research and development (R&D) and product launches. As a result, the automotive intelligence industrial chain is well-positioned to capitalize on these development opportunities.