According to the Ministry of industry and information technology, recently, the first Department of equipment industry of the Ministry of industry and information technology organized a working meeting of the intelligent networked vehicle promotion group (icv-2035). In 2022, the intelligent connected vehicle promotion group (icv-2035) will grasp the new situation of industrial development, focus on key problems, strengthen technology research and development, coordinate relevant work of technological innovation and industrialization, and promote the development of intelligent connected vehicle industry to achieve new results.
China International Capital Corporation Limited(601995) pointed out that intelligent and networked two wheel drive ushered in a major opportunity for the automotive industry. At present, a new round of changes in the global science and technology industry is booming. As an important carrier of scientific and technological innovation, intelligent networked vehicles are promoting profound changes in the form of automobile industry, transportation mode, energy consumption structure and social operation mode. As two parallel technical routes, Internet of vehicles and single vehicle intelligence will accelerate the deep coupling with the layout rhythm of intelligent Internet connected vehicles, and realize full automatic driving through collaborative perception, decision-making and control, so as to bring new development opportunities for the global automobile industry.
China Merchants Securities Co.Ltd(600999) pointed out that lidar is an important hardware configuration of autopilot sensing link. With the decline of its cost and the development of autopilot software, the assembly rate of lidar is expected to increase significantly between 2022 and 2025, opening a market scale of 100 billion. Lidar has high technical barriers and high requirements for R & D and production technology. The industry may present an oligopoly pattern in the future.
The agency believes that it is recommended to pay attention to luminar (US stocks), Hesai technology, Suteng juchuang, etc. from the comprehensive consideration of technology leadership, mass production capacity and customer binding; The upstream optical components of lidar take the lead in benefiting from the quantity of lidar. The optical module industry chain is expected to quickly enter the lidar field. The platform company with the advantage of vertical integration is expected to enter the mainstream market from the optical components, gradually provide other important optical component products and active device packaging services, and gradually increase the value of single radar. It is recommended that Suzhou Tfc Optical Communication Co.Ltd(300394) ; It is recommended to pay attention to Optowide Technologies Co.Ltd(688195) , Advanced Fiber Resources (Zhuhai) Ltd(300620) , Castech Inc(002222) , Ningbo Yong Xin Optics Co.Ltd(603297) , Zhejiang Lante Optics Co.Ltd(688127) , etc.
Ping An Securities pointed out that with the concentration of the whole vehicle EE architecture, the value proportion of intelligent vehicle software will gradually increase, intelligent driving will gradually advance to a high level, and the application space of intelligent cockpit is broad. In the future, the incremental opportunities of automobile supply chain are mostly in key tracks such as high-precision sensors, master chips, domain controllers, software, comfortable personalized configuration and so on. With the expansion of smart car supply chain and the deep involvement of science and technology giants, the new industrial chain division and cooperation relationship of smart car will gradually take shape in the next few years. We are optimistic about the parts enterprises that are at the key track and have key barriers. Software defines automobile acceleration, automobile computing power tends to be centralized, and the demand for computing power increases. The demand for software and hardware services such as domain controller and intelligent vehicle operating system will increase rapidly. It is strongly recommended to pay attention to Thunder Software Technology Co.Ltd(300496) and Huizhou Desay Sv Automotive Co.Ltd(002920) .
