China’s urban NOA penetration hits 20.9% in H1 2026, driving supply chain growth
A CITIC Securities report, citing First Electric Vehicle Network data, states China’s urban NOA penetration reached 20.9% in H1 2026, boosting shipments of chips, LiDAR, and domain controllers. L4 autonomous driving commercialization is accelerating, with firms achieving economic benefits in benchmark projects and pursuing asset-light models and global expansion. The report forecasts further supply chain R&D and product launches in H2 2026.
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CITIC Securities: High-Level Autonomous Driving to Accelerate, Supply Chain to Benefit
On September 25, CITIC Securities released a research report forecasting that the penetration rate of urban/highway NOA (Navigate on Autopilot) in China's passenger car market will reach 14% and 15% respectively in 2025, rising further to 23% and 16% in 2026. This trend is driving high growth in shipments of high-compute-power autonomous driving chips, LiDAR, and intelligent driving domain controllers. For L4 autonomous driving, the report states that multiple companies have already realized economic benefits in benchmark projects, accelerating commercialization. CITIC Securities believes the automotive intelligent supply chain will benefit as companies advance R&D and product launches. The report recommends three investment themes: 1) leading software and hardware suppliers for intelligent driving; 2) leading RoboX (robotaxi/autonomous mobility) companies; and 3) automakers with leading progress in intelligent driving R&D.
Read sourceCITIC Securities Forecasts Rapid Growth in China's Advanced Driver-Assistance Market Through 2026
In a research report dated September 25, CITIC Securities forecasts that the penetration rate of urban and highway Navigate on Autopilot (NOA) in China's passenger car market will reach 14% and 15% respectively in 2025, and further increase to 23% and 16% in 2026. The report attributes this growth to the ongoing trend of 'intelligent driving parity' (zhijia pingquan), which is driving high-volume shipments of mid-to-high-compute chips, LiDAR sensors, and intelligent driving domain controllers. For L4 autonomous driving, the report notes that several companies have already achieved economic benefits in benchmark projects, accelerating commercialization. CITIC Securities recommends investors focus on three investment themes: 1) leading software and hardware suppliers for intelligent driving; 2) leading RoboX (robotaxi/autonomous mobility) companies; and 3) automakers with advanced intelligent driving R&D progress. The report concludes that the entire automotive intelligent supply chain is expected to benefit from these trends.
Read sourceCITIC Securities: High-Level Autonomous Driving Accelerates, Supply Chain to Benefit
A research report from CITIC Securities, published by Cailianshe on September 25, forecasts that the penetration of high-level autonomous driving (AD) in China's passenger car market is accelerating. Citing data from First Electric Vehicle Network, the report states that the penetration rate of city Navigate on Autopilot (NOA) reached 20.9% in the first half of 2026. This trend is driving strong growth in shipments of related components such as high-compute AD chips, city NOA software, LiDAR, and AD domain controllers, leading to significant revenue increases for leading companies. Separately, the report notes that L4 autonomous driving commercialization is accelerating, with several companies already realizing economic benefits in benchmark projects. These firms are now focusing on expanding into light-asset business models and global markets. Looking ahead to the second half of 2026, CITIC Securities expects further technological R&D and product launches across the supply chain, benefiting the broader automotive intelligentization ecosystem.
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CITIC Securities: High-Level Autonomous Driving Penetration Accelerates, Industry Chain to Benefit
A research report from CITIC Securities, cited by financial data platform Jin10, indicates that the penetration rate of city-level Navigate on Autopilot (NOA) in China's passenger car market reached 20.9% in the first half of 2026, according to data from First Electric Vehicle Network. This is driving high growth in shipments of mid-to-high computing power autonomous driving chips, city NOA software, LiDAR, and intelligent driving domain controllers, with leading companies seeing significant revenue increases. Separately, L4 autonomous driving commercialization is accelerating, with multiple companies realizing economic benefits in benchmark projects and now focusing on expanding light-asset business models and global markets. Looking ahead to the second half of 2026, the report forecasts that all links in the industry chain will further advance technology research and product launches, benefiting the automotive intelligentization supply chain.
CITIC Securities: High-Level Autonomous Driving Accelerates, Supply Chain to Benefit
According to a research report from CITIC Securities, citing data from First Electric Vehicle Network, the penetration rate of urban Navigate on Autopilot (NOA) in China's passenger car market reached 20.9% in the first half of 2026. This growth is driving high shipment volumes for mid-to-high computing power autonomous driving chips, urban NOA software, LiDAR, and autonomous driving domain controllers, leading to significant revenue increases for leading companies. Separately, L4 autonomous driving commercialization is accelerating, with multiple companies realizing economic benefits in benchmark projects and now focusing on asset-light commercialization models and global market expansion. Looking ahead to the second half of 2026, the report forecasts that all links in the supply chain will further advance technology R&D and product launches, benefiting the automotive intelligence supply chain.
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