It is reported that on April 24, Xiaoma Zhixing announced that it had won the bid for the 2022 taxi capacity index in Nansha District, Guangzhou, which is the first taxi operation license issued to automatic driving enterprises in China. The bid winning notice clearly allows automatic driving vehicles that meet the safety technical requirements of Guangzhou intelligent Internet connected vehicle demonstration operation to provide taxi operation services. At the same time, Ma Zhixing is also the first company approved to implement commercial robotaxi services in Beijing and Guangzhou.
It is reported that Xiaoma Zhihang has been approved to invest 100 self driving vehicles in Nansha, Guangzhou to provide taxi service. It is expected that from May, Xiaoma Zhi will start charging operation within 800 square kilometers of Nansha, and with the gradual expansion of business, the service will be extended to other areas of Guangzhou, benefiting more Guangzhou citizens. Passengers can use the service and complete payment through ponyplot + app. The service period is from 8:30 to 22:30, and the charging standard is in accordance with the unified pricing standard of taxis in Guangzhou.
Citic Securities Company Limited(600030) believes that automatic driving is expected to be a trillion level broad market, which is expected to solve many pain points such as the improvement of labor cost, traffic safety and the shortage of drivers, among which the market space of urban opening scene is the largest. With the gradual improvement of laws and regulations, the continuous progress of self driving enterprises' own technology, the gradual maturity of the upstream of the industrial chain and the close cooperation between downstream OEMs and scene parties, the landing speed of self driving may be accelerated.
Minsheng Securities pointed out that when the turning point of L3 level automatic driving comes, the industrial structure will be further reconstructed, and the industrial chain related to automatic driving will become the investment hotspot in the next stage. It is suggested to pay attention to Huizhou Desay Sv Automotive Co.Ltd(002920) (joint coverage of computer and communication industry); The penetration rate of chassis by wire in the automatic driving domain is expected to accelerate in the next round of vehicle inventory cycle. It is recommended to focus on Shanghai Baolong Automotive Corporation(603197) and Ningbo Tuopu Group Co.Ltd(601689) (suspension by wire) and Zhejiang Asia-Pacific Mechanical & Electronic Co.Ltd(002284) (braking by wire).
