Purpose of the report:
The transformation of intelligent and electric vehicles provides an excellent opportunity for China’s automobile industry to overtake in curves. In 2021, the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) vehicles reached 3.5 million, accounting for more than half of the world’s share, and the electrification process is accelerated. In the context of increasingly fierce competition in electrification, intellectualization has opened the competition in the second half of electrification. Since 2021, new forces and traditional car enterprises have stepped up the intelligent layout. At the same time, technology Internet companies such as Huawei, Baidu and Xiaomi have also accelerated their entry into the intelligent electric vehicle track. On the whole, although the direction is the same, the degree and path are very different.
Through this report, we try to explore and answer two questions:
1) what is the layout of the intelligent level of major automobile enterprises? What is the overall development stage? By comparison, who is relatively ahead?
2) looking at the future development trend of the industry from the layout of automobile enterprises, which industry segments have undergone profound changes?
Core features of the report:
1) the application attitude of vehicle enterprises towards intellectualization will affect the future development of the industry from the supply side. Therefore, this report mainly starts from the layout and planning of vehicle enterprises;
2) completely sort out the layout and planning of Tesla, new forces Weilai / Xiaopeng / ideal, traditional car enterprise great wall / Geely / Byd Company Limited(002594) / Chang’an / GAC / SAIC, and Huawei intelligent technology company (covering intelligent driving and intelligent space);
3) formulate the research framework for the intellectualization of automobile enterprises, screen the core competencies of the intelligent development of automobile enterprises and make horizontal comparison.
