智能驾驶 · 行业速览

智能驾驶指车辆在无/少人工干预下完成感知、决策与执行，当前以高速/城市辅助驾驶（NOA）规模化落地为主线。Autonomous driving lets vehicles perceive, decide, and act with little human input; today's主线 is scaled highway/urban assisted driving (NOA).

市场规模（量级）Market scale (magnitude)

电动化之后，智能化成为车企差异化核心；算力、数据、算法与法规共同决定节奏（量级判断，非投资建议）。After electrification, intelligence is OEMs' differentiation core; compute, data, algorithms, and regulation set the pace (magnitude view, not advice).

产业链Value chain

上游：芯片、传感器、高精地图｜中游：算法、域控、数据闭环｜下游：整车、出行与物流Upstream: Chips, sensors, HD maps | Midstream: Algorithms, domain ctrl, data loop | Downstream: Vehicles, mobility, logistics

关键趋势Key trends

城市 NOA 普及Urban NOA rollout
端到端大模型End-to-end models
数据闭环驱动Data-loop driven
舱驾融合Cabin-driving fusion
法规与责任界定Regulation & liability

代表玩家类型Representative player types

车企与 Tier1OEMs & Tier1
自动驾驶方案商AV stack vendors
芯片与传感器厂Chip & sensor firms

说明：以上为基于公开信息的行业量级整理与趋势判断，用于快速建立认知框架，不构成任何投资建议或具体决策依据。精准数据、规模测算与定制研究请见下方「相关服务」。Note: the above is a magnitude-level industry summary and trend view based on public information, for a quick cognitive framework only—not investment advice or a basis for specific decisions. For precise data, sizing, and custom research, see Related Services below.

智能驾驶Autonomous Driving

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