July's two best-selling pure EVs in China illustrate the split perfectly: Geely's Xingyuan, the BEV sales champion at 32,528 insurance registrations, carried zero urban NOA systems, while every one of Li Auto's 15,284 i6 units shipped with it. Li Auto, Xiaomi and Tesla now run 100% NOA penetration across all on-sale models, with XPeng at 93.9% and Nio at 84.0%. Traditional groups, even counting only their EV lines — their most tech-laden products — sit between 7.0% (Chery) and 27.5% (Geely), with BYD at just 8.1%. Nine of the top fifteen BEVs by sales volume have 0% penetration; only Leapmotor's A10 (35.6%) and BYD's Fangchengbao Tai 7 (16.4%) occupy the narrow middle ground.
Industry
Urban NOA's Great Divide: New-Force EVs Ship at 100%, Legacy Giants Hover Near Zero
July 2026 installation data shows city Navigate-on-Autopilot uptake split into two camps, with the 100,000–200,000 yuan price band and small EVs emerging as the decisive next battleground.
Source: 第一电动网2026-09-151 min read
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This is an original summary compiled and translated from the source below, not a direct translation of it.
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