东吴证券：6月城市NOA级智能化渗透率首次突破20％继续看好智能化主线

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智通财经APP获悉，东吴汽车黄细里团队发表研报称，6月城市NOA级智能化渗透率达到22.0%，首次突破20%。问界M8全系标配城市NCA，交付持续上量；理想2025款仍采用高低配策略，基本可以体现智能化需求侧变化，其总体城市NOA智驾渗透率为54.9%，环比+10.6pct，渗透率首次突破50%。未来，整车或分为三类公司： B端Robotaxi运营+ C端个性化品牌+整车高端制造。零部件或分为两类...

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东吴证券：6月城市NOA级智能化渗透率首次突破20％ 继续看好智能化主线

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东吴证券：6月城市NOA级智能化渗透率首次突破20％继续看好智能化主线