The pilot of commercialization of automatic driving travel service in Beijing was launched.
According to the Beijing Daily, at the Beijing Yizhuang innovation release held on November 25, the Beijing Municipal Office of high-level autonomous driving demonstration zone announced that Beijing officially opened China’s first pilot commercialization of autonomous driving travel services. the supporting management policies issued at the same time show that on the premise of ensuring the principle of fair competition in the market, enterprises can adopt market-oriented pricing mechanism; The experience charging service can only be started on the premise of clarifying the charging principle, payment method and other information to passengers. This marks China’s automatic driving field from testing and demonstration to a new stage of commercial pilot exploration.
At the same time, Beijing issued the detailed rules for the implementation of the pilot management of the commercialization of automatic driving travel services in the policy leading area of Beijing intelligent networked vehicles (for Trial Implementation), and issued the first batch of automatic driving vehicle charging notices to some enterprises in China. On the same day, Baidu Apollo won China’s first self driving travel charging order. Baidu said that up to now, the total mileage of the company’s automatic driving test has exceeded 16 million kilometers. Its “radish run” has been opened and normalized in Beijing, Shanghai, Guangzhou, Changsha and Cangzhou. It is expected to expand to 65 cities by 2025.
Automatic driving has a broad market prospect. It plays an important role in vehicle intelligence in the future. Automatic driving contains a huge market space. According to McKinsey’s report, even though it is currently limited by relatively strict regulatory policy guidance, the global market scale of ADAS and ad (automatic driving) is expected to reach US $43 billion in 2030.
relevant standards and construction of Internet of vehicles are expected to accelerate
Automatic driving’s perception of external information mainly depends on three factors: body sensor, high-precision positioning + map and vehicle networking. Among them, the Internet of vehicles is an important support from single vehicle intelligence to multi vehicle intelligence. The Internet of vehicles realizes the information exchange between vehicles and between vehicles and roads, so that vehicles can easily obtain a large amount of information outside their perception range, such as blind spots, intersections and other scenes. In the multi vehicle intelligent stage enabled by the Internet of vehicles, the information available to vehicles is greatly increased, which provides more decision-making basis for its decision-making system.
The new energy vehicle industry development plan (2021-2035) proposes to accelerate the formulation of c-v2x standard and technology upgrading, and promote the intelligent networking of vehicles. With the promotion and support of national policies, relevant standards and construction of Internet of vehicles are expected to accelerate.
list of high growth automatic driving concept stocks released
According to the statistics of the securities times · databao, there are 75 autonomous driving stocks in the A-share market. Yesterday, 28 stocks rose, Shenzhen Roadrover Technology Co.Ltd(002813) limit, China Transinfo Technology Co.Ltd(002373) rose by 5.66%, and others Zhengzhou Tiamaes Technology Co.Ltd(300807) , Jiangsu Hoperun Software Co.Ltd(300339) , Ningbo Gaofa Automotive Control System Co.Ltd(603788) rose by more than 4%.
In terms of institutional attention, 16 autonomous driving concept stocks have attracted the attention of more than 20 institutions. The number of Great Wall Motor Company Limited(601633) , Quectel Wireless Solutions Co.Ltd(603236) , Thunder Software Technology Co.Ltd(300496) recommendation agencies ranks first, 38, 30 and 30 respectively.
According to the announcement of Great Wall Motor Company Limited(601633) , at present, 90% of Great Wall Motor Company Limited(601633) models have realized L2 level intelligent driving assistance function, and all newly launched vehicles have realized the function of vehicle networking. It is expected to reach the industry-leading L4 level automatic driving technology level in 2023 to enhance the competitive advantage in the field of intelligent driving.
Quectel Wireless Solutions Co.Ltd(603236) said that the company has developed the LTE-A vehicle scale group ag509m and the vehicle scale group ag56xn supporting 5g and 5g + v2x based on the new platform, which can meet the needs of customers with increasingly rich Internet of vehicles ecology.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
Automatic driving enters the “second half” and the travel market pattern is expected to change
Wang Chuanfu was right! The smart car opened automatic driving in the second half and officially accepted the market test
(data treasure)
