11 ministries and commissions jointly issue the concept of car networking may take off (with shares)
Source: Caitong News Agency. Recently, 11 national ministries and commissions, including the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Public Security, and the Ministry of Communications, jointly stamped and issued the “Smart Car Innovation and Development Strategy”. The notice states that by 2025, China ‘s standard smart car technologyInnovation, industrial ecology, infrastructure, regulations and standards, product supervision and network security systems will be basically formed.
With the continuous penetration of 5G technology and the continuous increase of national policies, the car networking market that has attracted much attention may welcome new opportunities.
From an industrial perspective, smart cars have become the focus of industrial integration and development, with the full integration of automobiles and related industries, the extension of the industrial chain, the continuous extension of the value chain, the blurring of industrial boundaries, and the characteristics of intelligent, networked, and platformized development.
From a technical point of view, cars are gradually evolving into smart terminals similar to mobile phones, and the Internet of Vehicles (V2X) system has begun to become an important configuration to improve the car cabin experience.
Based on this, Caitong News (ID: caijingtongxunshe) consulted the research report of the supplementary brokerage firm and summarized their analysis of the future development prospects of the connected car industry for investors’ reference.
11 ministries and commissions jointly issued the “Smart Vehicle Innovation and Development Strategy” On February 12, the National Development and Reform Commission, the Ministry of Industry and Information Technology and other 11 national ministries and commissions jointly issued a “Notice on Printing and Distributing the” Smart Vehicle Innovation and Development Strategy “, and the notice mentioned that by 2025The technological innovation, industrial ecology, infrastructure, regulatory standards, product supervision and network security system of China’s standard smart cars will be basically formed, enabling smart cars with conditional autonomous driving to reach large-scale production, and realizing highly autonomous smart cars.Market-oriented applications in specific environments.
By 2035, the goal of China’s standard smart car system is fully established.
In addition, the experts in the notice also stated that in order to achieve this goal, the current main tasks are to break through key basic technologies, improve testing and evaluation technologies, carry out application demonstration pilots, enhance the core competitiveness of the industry, cultivate new market players, innovate the development form of the industry, and promoteTransform and apply new technologies, advance the planning and construction of intelligent road infrastructure, build a wide-ranging automotive wireless communication network, build an advanced spatio-temporal reference service capability for vehicles nationwide, build a road traffic geographic information system that covers the national road network, and build a nationIntelligent car big data cloud control basic platform, sound laws and regulations, perfect technical standards, promote certification and recognition, strengthen vehicle product management, strengthen vehicle use management, improve the security management linkage mechanism, improve network security protection capabilities, and strengthen data security supervisionmanagement.
The full text is as follows: The nationwide multi-region vehicle networking policy layout has already begun. In fact, before the introduction of the “Smart Car Innovation and Development Strategy” by the 11 ministries and commissions, last year, various regions across the country have successively introduced relevant policies on vehicle networking and proposed future development goals.
The following is the policy across the country: Beijing: Beijing proposed in the “Beijing Intelligent Connected Car Innovation and Development Action Plan (2019-2022)”, the 2022 Winter Olympics will realize the full application of intelligent network cars to form a high-level automaticThe complete technical system of intelligent connected cars required for driving (L4 level), the demonstration operation area reaches 500 square kilometers, and the scale of Beijing’s intelligent connected cars and related industries reaches 100 billion US dollars.
Shanghai: Shanghai proposed in the “Shanghai Intelligent Manufacturing Action Plan (2019-2022)”. In 2021, Shanghai will become a new highland for intelligent manufacturing applications in the country, and it will strive to build two world-class intelligent manufacturing advantages in automobiles and electronics.
Chengdu: Chengdu has proposed in the “Chengdu Intelligent Connected Car Industry Development Implementation Plan (2019-2021)” to talk about forming a complete technical system for intelligent connected cars that meet the requirements of advanced autonomous driving (L3 and above).Two “unicorn” companies can only reach the scale of hundreds of billions of connected cars and related industries.
Huizhou: Huizhou proposed in the “Huizhou Intelligent Connected Car Innovation and Development Strategic Plan” to achieve a total output value of 120 billion yuan featuring intelligent connected cars.
Jiangsu: Jiangsu Province proposed in the “Jiangsu Promoting the Connected Car (Intelligent Connected Car) Industry Development Action Plan (2019-2021)”. In 2021, the technological level and industrial scale of Jiangsu’s connected car industry will be the leading level in the country.The value of related industries exceeded 100 billion U.S. dollars, and basic industrial chains such as intelligent vehicles, information exchange, and basic support were established.
Institutions: The development of the Internet of Vehicles is expected to usher in large-scale development to cope with the emerging 5G technology and the continuous increase of national policies. At the same time, the organization is also paying attention to the Internet of Vehicles market.
Guolian Securities believes that in China, with the increase in urbanization rates and the rapid increase in car ownership, traffic safety is expected to become increasingly severe. In the case of relatively poor road resources, only the use of technologies such as the Internet of Vehicles can accelerate the construction of intelligent transportation.Effectively alleviate the contradiction between transportation supply and demand.
The Chinese government also attaches great importance to promoting the development of connected cars. As early as 2012, connected cars were listed as a major national project, reorganized, “Smart Vehicle Innovation and Development Strategy”, “Intelligent Connected Vehicle Road Test Management Specification (Trial)”, “National Automotive Networking Industry Standard System Construction Guide (General Requirements), “Internet of Vehicles (Intelligent Connected Cars) Industry Development Action Plan” and other policies, standards are intensified and coupled with infrastructure construction, especially the advance commercialization of 5G, we judge2020 is expected to become a key performance indicator for the development of China’s connected car.
It is recommended to pay attention to Siwei Tuxin (002405).
Shengang Securities believes that the construction of the intelligent network demonstration zone is in full swing, and the development of the Internet of Vehicles is expected to usher in great development. It is appropriate to focus on Qianfang Technology (002373), which has obvious advantages in the roadside construction of Internet of Vehicles, leading roadside equipment, and deeply cultivating the Guangdong region.Jinyi Technology (002869), which is the leader in the Internet of Vehicles (IoV), and China Telecom (603236), the leader of the IoV module, are actively deploying the IoV module business and the high-tech of the IoV project.
CITIC Securities believes that automotive electronics is a growth sector for the next 3-5 years, because: 1. Tesla’s obvious demonstration effect in “intelligence”; 2.杭州夜网论坛 Intelligent driving is the most important application scenario in the future 5G; 3Avoid “left and right Bo right hand” with clear incremental areas.
Our automotive, forward-looking, computer, electronics and other industries jointly recommend the “six-six” combination of automotive electronics hardware: Baolong Technology (603197), Joyson Electronics (600699), Desai Xiwei (002920), Huayu Automotive (600741))), Koboda (603786), Xingyu Co., Ltd. (601799), and the core targets of intelligent driving software: Zhongke Chuangda (300496), Siwei Tuxin (002405).