高盛：2026年全球汽车行业展望报告-驾驭分化格局（英文版）

2026 will be a year in which adaptability to BEVs (electric vehicles) and NOA (Navigation on Autopilot) will be tested, but it is highly likely that separate standards will become established for both. We expect to see more active moves by automakers to avoid supply chains overly concentrated in certain regions and to prioritize stable procurement, leading to the fragmentation of BEV and NOA specifications by region. Furthermore, regional disparities in environmental policies will also likely