[summary]
China Transinfo Technology Co.Ltd(002373) from technical services to products to solutions, it is in an industry-leading position. In terms of smart transportation, the company is in the first echelon of the industry in many subdivided fields such as comprehensive urban transportation management, smart Expressway and tocc, and its subsidiaries Beida qianfang and qianfang Jietong have become industry leading enterprises in their respective subdivided fields; In terms of intelligent Internet of things (aiot), after years of accumulation, Yushi technology has technology leading advantages in video surveillance, artificial intelligence, machine vision, big data, cloud storage, Internet of things and other fields.
Last week, we basically sorted out the key industries of digital economy. Starting this week, we will focus on the interpretation of key targets in the digital industry. Today, we bring you the leading China Transinfo Technology Co.Ltd(002373) in the intelligent transportation industry.
the 14th five year plan of various departments has been issued one after another, and the intelligent transportation industry has been mentioned in many places
The latest “plan” and relevant ministries and commissions such as the Ministry of industry and information technology and the Ministry of communications have successively issued the “14th five year plan” related to intelligent transportation in the past three months. In the “14th five year plan” for the development of information and communication industry issued by the Ministry of industry and information technology in November last year, it was clearly proposed to “strengthen the top-level design of the deployment of vehicle networking infrastructure based on c-v2x, and promote the upgrading and transformation of expressway vehicle networking and the construction of national vehicle networking pilot area”;
The 14th five year plan for the development of digital transportation issued by the Ministry of communications points out that by 2025, the six goals of “digital perception of transportation facilities, extensive coverage of information networks, convenient and intelligent transportation services, online coordination of industry governance, active technological application innovation and strong network security guarantee” will be achieved.
In addition, in February last year, the CPC Central Committee and the State Council issued the outline of the national comprehensive three-dimensional transportation network planning, which required to promote the digitization and networking of transportation infrastructure, and clearly proposed that the digitization rate of transportation infrastructure should reach more than 90% by 2035. We believe that during the “14th five year plan” period, various departments have successively issued plans for intelligent transportation or digital transportation, which has far-reaching guiding significance for industrial development in the next five years.
China Transinfo Technology Co.Ltd(002373) is a leading enterprise in China’s intelligent transportation and vehicle networking industry
China Transinfo Technology Co.Ltd(002373) is a leading intelligent transportation solution service provider in China. The company was founded in 2000. After 21 years of rapid development, the company has completed the whole business layout of intelligent transportation covering urban transportation, highway transportation, rail transportation, civil aviation, water transportation and so on. In 2010, the company was listed on Shenzhen Stock Exchange;
In November 2017, the company planned to issue shares to purchase 96.72% equity of Jiaozhi technology, and then completed the acquisition of 100% equity of Yushi technology. As a leading industry digital solution and big data service provider in China, the company relies on innovative advantages such as big data, artificial intelligence and cloud edge end integration to build an open and collaborative industrial ecology and enable industry digital governance and transformation. At present, the company has nearly 8000 employees and its business covers more than 150 countries and regions around the world.
The company has implemented the strategy of “one body and two wings” and coordinated the development of global transportation and aiot. At present, the company has formed two business segments with mutual cooperation.
The company is in a leading position in the industry from technical services to products to solutions. In terms of smart transportation, the company is in the first echelon of the industry in many subdivided fields such as comprehensive urban transportation management, smart Expressway and tocc, and its subsidiaries Beida qianfang and qianfang Jietong have become industry leading enterprises in their respective subdivided fields;
In terms of intelligent Internet of things (aiot), after years of accumulation, Yushi technology has technology leading advantages in video surveillance, artificial intelligence, machine vision, big data, cloud storage, Internet of things and other fields.
The company has formed leading advantages in smart transportation, smart city and other fields, served nearly 2000 large-scale smart transportation projects, and completed the delivery of more than 1400 smart IOT projects.
Representative project cases include Beijing CBD traffic optimization project, Hangzhou Binjiang District intelligent transportation comprehensive management project, Chengdu transportation operation coordination center project, Yizhuang base of national intelligent vehicle and intelligent transportation (Beijing Hebei) demonstration area, and provide core services for the national intelligent road network detection platform and road freight vehicle public platform of the Ministry of communications, and participate in the compilation of international There are nearly 30 national standards, leading the construction of multiple industry standards.
At present, the company has set up R & D bases in key cities such as Beijing, Tianjin, Shenzhen, Wuhan, Hangzhou and Xi’an, forming the R & D layout of “three institutes, five institutes and eight centers”. At present, the company has more than 3800 R & D personnel, more than 200 industry experts and more than 2000 independent intellectual property rights.
Based on multi-dimensional, rich and accurate industry data, and with the product technology of panorama, digital intelligence and IOT as the core, the company forms a complete industrial chain from products to solutions, from hardware infrastructure to software intelligence center, applies technical achievements to various industry scenarios and helps the digital upgrading of the industry. The company has won many honors and awards, such as new infrastructure pioneer enterprises, China National Software And Service Company Limited(600536) top 100 enterprises, top 30 enterprises, Forbes China potential enterprises and so on.
vehicle road coordination: we should have intelligent vehicles and intelligent roads
At present, intelligent Internet connected vehicles emphasize v2x, that is, the intelligent information exchange between vehicles and X (vehicles, roads, people, clouds, etc.), which requires not only intelligent vehicles, but also intelligent infrastructure. According to the standards formulated by the international society of Automotive Engineers (SAE), intelligent vehicles can be divided into six levels from l0 to L5. From l0 to L5, they are fully manual driving, assisted driving, partial automatic driving, conditional automatic driving, highly automatic driving and fully automatic driving.
At present, automatic driving technology is mainly divided into three technical routes, and vehicle road coordination will become a trend. According to Deloitte’s analysis, starting from the distribution of technology and cost on the vehicle side and roadside, the development of automatic driving has evolved three technical routes, namely the “Google school” bicycle intelligent route represented by lidar and high-precision map, and the “Tesla school” bicycle intelligent route represented by visual perception and shadow mode, And the vehicle road coordination route that takes the lead in making efforts and breakthroughs in networking.
At present, the emergence of the concept of vehicle road cooperation provides a new idea for the development of automatic driving when the intelligent automatic driving of a single vehicle is limited to the inherent deficiencies of on-board computing power, perceived sight distance and sensor cost. The essence of single vehicle intelligence and vehicle road coordination is the distribution of technology and cost on the vehicle side and road side. “Smart vehicle + smart road” has developed into a new path, which is attracting global enterprises to increase their layout.
Smart roads usually need at least three elements: RSU (roadside unit), roadside intelligent sensing integrated equipment and mec edge computing. The intelligent sensing integrated device senses and fuses the traffic information such as traffic flow and people flow on the road in real time through the end of road sensors such as camera and lidar, and with the help of MEC edge calculation, and then transmits the information to RSU through optical fiber direct connection.
According to the division of functions, the intelligent roadside system mainly includes intelligent infrastructure, intelligent sensors, communication computing, etc.
1) Intelligent Infrastructure: mainly including signal light controller, electronic signs and markings, Beidou differential base station and other equipment elements.
2) intelligent sensor sector: mainly including lidar, HD camera, millimeter wave radar, etc., which can detect vehicle status and real-time road conditions; As well as environmental monitoring facilities for detecting meteorological information such as visibility, temperature, humidity, wind and slippery road conditions.
3) communication calculation section: the communication section refers to the pipeline for wireless communication with on-board terminal, including LTE / NR module; The computing section refers to the edge computing equipment that cooperates with other systems to complete real-time traffic information processing and decision-making, including MEC, data processing unit, etc.
Vehicle terminal mainly includes communication chip, communication module, terminal equipment, v2x protocol and v2x application software. China Transinfo Technology Co.Ltd(002373) the core products of intelligent transportation business have covered many fields such as information perception and collection, intelligent processing, management and control. The products at the vehicle end mainly include v2x intelligent network products, etc, automotive electronic identification, etc.
The company’s technology is at the leading level in the industry. China, including Datang, Neusoft Corporation(600718) , Huawei, China Transinfo Technology Co.Ltd(002373) , ZTE, Gosuncn Technology Group Co.Ltd(300098) , is engaged in v2x vehicle terminal business. At present, qianfang v2x business has covered a full range of intelligent networking products such as vehicle end, roadside, cloud control management service platform, software development kit, roadside perception and edge computing.
In October 2019, the company successfully passed the “four span” interconnection test, realizing the first c-v2x Application Exhibition of “fast chip module, cross terminal, cross vehicle and cross security platform” in China. At the same time, 5g-v2x products were successfully selected into the list of demonstration projects of the Ministry of industry and information technology in 2021. According to the company’s announcement, in the field of v2x OBU, the company is preparing for the front loading of the next generation integrated car loader based on 5g.
In June 2021, the Ministry of housing and urban rural development and the Ministry of industry and information technology issued a notice to determine Beijing, Shanghai, Guangzhou and other six cities as the first batch of pilot cities for the coordinated development of smart city infrastructure and smart connected vehicles, which marks the national policy preference for the industrialization of smart connected vehicles. In the future, under the guidance and support of relevant national policies, we believe that China Transinfo Technology Co.Ltd(002373) will further expand the v2x product line, promote the interconnection of all links of v2x industrial chain, and further enable the construction of smart transportation and smart city through science and technology.
