Recently, the Ministry of housing and urban rural development and the Ministry of industry and information technology have studied and determined 10 cities such as Chongqing, Shenzhen, Xiamen, Nanjing, Jinan, Chengdu, Hefei, Cangzhou, Wuhu and Zibo as the second batch of pilot cities for the coordinated development of smart city infrastructure and intelligent networked vehicles.
Citic Securities Company Limited(600030) pointed out that in the next decade, 5g will promote animal networking to replace human networking as a new industrial development direction. The scale of the Internet of things industry is huge, and the Internet of vehicles is the fastest-growing segment scenario. According to IDC data, the Internet of vehicles will be the fastest-growing segment scenario in China’s Internet of things industry. Among them, the compound growth rate of the Internet of vehicles industry is expected to reach more than 35% from 2019 to 2024, which is much higher than other scenarios. It is believed that intelligent electric vehicle will become the main battlefield of automobile product competition and the most important product platform of the next generation mobile Internet of things aiot.
Minsheng Securities believes that the development of the Internet of vehicles industry mainly depends on the evolution of mobile communication technology. At present, it is still in the transition stage from electronic vehicles to Internet connected vehicles. The downstream applications of the Internet of vehicles focus on four areas: 1. Automatic driving: the Internet of vehicles can be a useful supplement to the automatic driving sensing end, cover the range that cannot be detected by the on-board sensor, and provide redundancy for single vehicle intelligence; 2. Smart transportation: the development of Internet of vehicles can effectively enable transportation, improve traffic efficiency and improve road traffic safety. The prospective industry research institute predicts that the market scale of China’s intelligent transportation industry will exceed 400 billion yuan in 2026, and the CAGR is expected to reach 16.0% from 2021 to 2026; 3. Emergency rescue: both EU countries and Russia have forced cars to install emergency rescue devices and set up emergency rescue centers. China is still in its infancy, and the commercialization exploration is expected to bring new increment; 4. The generalized Internet of vehicles includes on-board information and entertainment: intelligent cockpit products accelerate penetration and overlay product upgrading to open up on-board information and entertainment space. Reportlinker predicts that IVI market space is expected to exceed 60 billion yuan in 2026.
With the accelerated penetration of automotive intelligent network, it is expected to bring investment opportunities in many fields. Minsheng Securities believes that Baidu group, a leading enterprise in the field of single vehicle intelligence and vehicle road coordination, is recommended to pay attention to the omni-directional layout of vehicle road cloud map; Under the promotion of on-board information entertainment and automatic driving of passenger cars, it is recommended to recommend the leading of automobile intelligent network Huizhou Desay Sv Automotive Co.Ltd(002920) ; The use of on-board electronic products is increased by the automobile intelligent network. The upstream copper clad laminate faucet Shengyi Technology Co.Ltd(600183) is recommended; Recommendations in the field of commercial vehicle networking and intelligent assisted driving Hangzhou Hopechart Iot Technology Co.Ltd(688288) , Streamax Technology Co.Ltd(002970) ; It is recommended to pay attention to the on-board / roadside terminal product manufacturers Gosuncn Technology Group Co.Ltd(300098) under the accelerated deployment of OBU and RSU.
(Securities Times)
