The investment and financing upsurge of intelligent and electric vehicles coincides with the golden opportunity period of local supporting and import substitution, and has formed a general trend of coordinated development of the whole industrial chain. The leading enterprises in various industrial links in the mainland will continue to improve their concentration through continuous investment, leading technology, capacity scale and innovation ability, and gradually become the world’s first-class. The supply chain market has a huge increment. The industry has ushered in a climax of domestic strong substitution and borderless investment and financing, and the incremental information is constantly flowing; The first lasting benefit of the super cycle of intelligent electric vehicles is the supply chain of high value-added products. What you want to study is being carried out one by one in an all-round way!
\u3000\u30001. In the field of intelligent electric vehicles: ① after having the technology base and supply chain reserves brought by intelligent terminals, Internet of things, 5g communication and smart home, high-tech enterprises have the comprehensive ability to occupy the high elastic incremental market in this new field; ② Sufficient depth of innovation and development can arouse leaders in many industries (consumption, communication, industrial control, medical treatment, military industry and aerospace, etc.) to join the new field and realize high elastic productization; In the future, the Chinese mainland will take the core of the “global high-end manufacturing responsibility”, combined with the strong support of the state, which will lead to the strategic emerging position of the market, and also an important manifestation of the new era of transforming into a strong manufacturing nation and a strong technological country. From a comprehensive point of view, there is a huge space for the intelligent electric vehicle industry, which can breed leading enterprises that become bigger and stronger first, and the continuous pulling effect is significant.
\u3000\u30002. In the first year of intelligence, the competition in the second half of electrification: as the intersection of energy reform and information reform, smart electric vehicles will become the third generation of smart mobile terminals after PCs and mobile phones, redefining human life and travel patterns. As the best carrier of intelligence, new energy vehicles have ushered in an explosion driven by qualitative changes at the supply side, and the penetration rate continues to rise. In order to seek the selling points of product differentiation, new and old forces began to focus on intelligence and hope to accelerate the process of electrification.
\u3000\u30003. Electrification is the best carrier of intellectualization, and policy driven development accelerates: thanks to the continuous improvement of electrification level, the comprehensive level of Shanxi Guoxin Energy Corporation Limited(600617) vehicle industry has achieved international leadership, and the driving force has shifted from policy driven to supply driven. As the base of intelligent technology, electrification can better support the centralized evolution of vehicle electronic and electrical architecture in the future, and promote the coordinated development of associated technologies such as wire controlled chassis, software algorithm and on-board Ethernet.
This heavy in-depth report will conduct in-depth analysis according to the comprehensive dimensions of technology, products, value, application and beneficiary companies, and based on the logic of investment value brought by industrial development trend, including but not limited to:
① upstream: devices, parts and suppliers, including automatic driving, ADAS, machine vision, AI and other intelligent decision-making mechanisms; Laser & millimeter wave radar, camera and CIS, in car sensing kit, infrared and other environmental sensing; Cloud control platform, operators and communication terminals, communication chips and parts, TSN network, vehicle Ethernet, satellite networking and other networking technologies;
② midstream: supply chain and system solutions, including: software definition, automotive and on-board operating systems, software and hardware of network and information security, OTA remote online upgrade technology and other operating systems and information security; Human computer interaction HMI and other ecological, vehicle machine (IVI + instrument), HUD, vehicle networking TSP, AR and other virtual display applications, acoustics, glass, atmosphere lamp, seat and other intelligent cockpits; Calculation, storage, power, sensor, battery, electric drive and other supporting, analog and RF, PCB and FPC, connector and other vehicle specification semiconductors; Electric drive and electric integration; Wire control execution system; Dynamic mapping and location services; Supply chain changes;
③ downstream and terminal: participants, manufacturing & application services, including: analysis of traditional vehicle enterprises and OEM, ICT enterprises, new forces and other vehicle manufacturers; Smart factories, electronic equipment, lithium battery equipment, power exchange equipment and other smart manufacturing factories; Application scenario service;
④ beneficial, related and unlisted important companies, see the text of the report.
Risk warning: macroeconomic downturn, systemic risk, and the risk that the commercial progress of intelligent electric vehicles is less than expected 3 Electrification is the best carrier of intellectualization and policy driven accelerated development: China Shanxi Guoxin Energy Corporation Limited(600617) automobile industry benefits from electrification
