智能驾驶:标配L2及以上渗透率42,21%,摄像头(≥10个)/毫米波雷达/激光雷达渗透率明显提升标配L2及以上智能驾驶渗透率为42.21%,同比+4.61pct,环比+0.82pct。1)感知层:摄像头(≥10个)渗透率16.68%,同比+7.52pct,环比+4.20pct;超声波雷达(≥10个)渗透率25.37%,同比+6.93pct,环比持平;毫米波雷达渗透率40.37%,同比 +7.69pct,环比 +4.62pct,5个及以上渗透率较为稳定,达到8.46%,同比+0.86pct,环比+1.01pct;激光雷达渗透率为7.24%,同比+4.40pct,环比+3.81pct;高精地图渗透率为10.97%,同比1.05pct,环比1.20pct。2)决策层:英伟达/地平线/Mobileye渗透率分别为4.64%/4.79%/1.37%,地平线渗透率仍保持略高于英伟达。3)智驾功能:车道保持辅助/自适应巡航/车道居中辅助/并线辅助/自动变道辅助/自动泊车入位/记忆泊车渗透率分别为44.60/44.07/42.08/37.51/17.50/19.35/2.92%。