China’s accelerating L3 commercial smart driving has become an important car purchase decision for consumers.
Recently, the Ministry of Transport issued the Technical Guide for Highway Engineering Facilities to Support Autopilot (hereinafter referred to as the Guide), proposing the overall framework and main technical indicators for highway engineering facilities to support Autopilot, which will be implemented on December 1 this year. The industry pointed out that the Guide released that China is stepping up efforts to support the development of smart car industry from the perspective of infrastructure construction, and plans to solve the bottleneck problem of intelligent networked automobile industrialization development through the "China Program" of vehicle-road-cloud integration. All-media reporters noticed that the Ministry of Industry and Information Technology recently pointed out clearly that China’s autonomous driving technology is gradually being promoted, L3 level is gradually being commercialized, and L4 level is exploring demonstration applications. haveIt shows that the proportion of intelligent driving function in Chinese consumers’ car purchase decision is increasing rapidly.
The Guide better supports the demand for automatic driving of vehicles from the perspective of infrastructure.
The Ministry of Transport pointed out that research and practice at home and abroad show that the practical process of autonomous driving technology can be accelerated by moderately improving the intelligent level of highway infrastructure and providing auxiliary information for autonomous vehicles according to their cognitive and behavioral characteristics.
The release of the Guide will guide the formation of a technical system that adapts to China’s management characteristics. It is reported that the Guide takes into account the characteristics of China’s traffic and environment, adopts a technical framework combining "end-edge-cloud" and establishes a technical system for highway engineering facilities to support autonomous driving. Through the information processing and interaction of "edge", edge cloud and central cloud are formed, which provide data support for road section level, provincial (regional) level and Ministry (national) level management platforms respectively. The technical system fully considers the characteristics of the management system, which is convenient for rapid popularization and application and related construction.
The Ministry of Transport also pointed out that it is not easy for highway engineering facilities to support autonomous driving. In the process of determining technical indicators, the Guide fully considered the actual situation of existing highway engineering facilities. Under the overall technical framework of highway engineering facilities supporting autonomous driving, it analyzed and studied the role and influence of highway engineering facilities supporting autonomous driving, and put forward functional requirements, performance requirements and layout requirements for supporting autonomous driving.
In recent years, China’s intelligent networked automobile industry has developed rapidly. According to the figures of the Ministry of Industry and Information Technology, 17 national-level test demonstration zones and 7 national-level test demonstration zones have been built nationwide.Pilot area, 16Pilot cities for coordinated development of infrastructure and intelligent networked vehicles. Up to now, China has opened more than 20,000 kilometers of test roads, with a total test mileage of more than 70 million kilometers.
The commercialization of high-order autonomous driving is accelerating.
In 2025, the newly added output value will exceed 1 trillion yuan.
All-media reporters have noticed that many national departments have made important instructions on the development of autonomous driving many times recently. At the 2023 World Intelligent Networked Automobile Conference held on September 21st, Xin Guobin, a member of the Party Group and Vice Minister of the Ministry of Industry and Information Technology, revealed that the Ministry of Industry and Information Technology is deepening the pilot demonstration of intelligent networked automobile access and on-road operation, accelerating the demonstration application of "vehicle-Lu Yun integration" at the city level, and forming a number of characteristic demonstration projects with the participation of domestic and foreign market players. "The Ministry of Industry and Information Technology will work with the Ministry of Public Security, the Ministry of Communications, the Ministry of Housing and Urban-Rural Development and other departments to speed up the pilot of intelligent networked vehicle access and road traffic, and support the commercial application of L3 and higher autopilot functions. At present, the preliminary preparations for this work have been basically completed and entered the final release process. " At the Global Smart Car Industry Conference held on September 28th, Wu Feng, Director of Automobile Management Department of Equipment Industry Division I of the Ministry of Industry and Information Technology, further revealed the above information.
According to the data of the Ministry of Industry and Information Technology, in 2022, the sales of new intelligent networked passenger cars equipped with assisted automatic driving systems in China reached 7 million, up 45.6% year-on-year, and the market share increased to 34.9%. In the first half of this year, the sales volume of new passenger cars with combined driving assistance reached 42.4%, an increase of nearly 10% compared with the same period last year. At present, many car companies are ready to mass-produce L3-class vehicles.
"At present, the global intelligent network.Investment in technology research and development continues to increase, and autonomous driving technology is gradually maturing. L2-class assisted driving has achieved scale application and function expansion, L3-class is gradually commercialized, and L4-class is exploring demonstration application. The "China Scheme" of car-Lu Yun integration is the key to solve the problem of intelligent networked car industrialization.
According to the data of the National Intelligent Networked Automobile Innovation Center, by 2025, the new output value of China’s intelligent networked automobile industry will exceed 1 trillion yuan.
L3′ s intelligent driving heats up, driving the industrial chain to have multiple daily limit.
"The latest research shows that smart driving has shown signs of breaking the ice in the factors that are important for car purchase decision-making, accounting for a substantial increase. This provides a lot of product applications for autonomous driving companies, mass production on the train, and opportunities to achieve good user word-of-mouth closed loop and commercialization closed loop. "Su Tan, general manager of the Smart Car Business Department of the Intelligent Driving Business Group (IDG), believes that intelligent driving has become a key factor in the core car purchase decision, "especially in the range of 150,000-250,000 and the price range of 250,000-300,000.In automobiles, the penetration rate of core intelligent driving is increasing very fast, almost doubling in two years. "
It is a glimpse of this trend. The reporter noticed that Internet companies and start-ups such as Huawei, Xiaoma Zhixing, which have been deeply involved in the field of intelligent driving for many years, have intensively landed high-end technologies for intelligent driving on mass-produced new cars in recent years. For example, the new M7, which has been highly concerned recently, has won 50,000 units in just 25 days. One of its biggest selling points is that it is equipped with Huawei ADS2.0 advanced intelligent driving system, which can realize high-speed and urban advanced intelligent driving without relying on high-precision maps. According to the data released by Yu Chengdong, the managing director of Huawei, the terminal BGCEO and the chairman of smart car solutions, 70% of MAX customers have installed Huawei’s ADS advanced smart driving package. In addition, it is also accelerating the landing of intelligent driving to achieve "hegemony" with Huawei. At present, Baidu Apollo’s high-level intelligent driving system has taken the lead in the new car of Dongfeng Lantu, and then the Extreme Yue 01, which cooperates with Geely, will also be available.
The reporter noticed that due to the continuous warming of the concept of intelligent driving, many stocks in the A-share sector have recently taken turns to rise, and even batch daily limit has appeared. October 9, the first trading day after the A-share festival,Shares are particularly active, among whichIndustrial chain stocks performed brilliantly, asking the manufacturers of the new M7.One word daily limit, another model partnerDaily limit, parts supplier、Daily limit
Lu Jiamin said that L3′ s representative function is high-speed and the city NOA is gradually getting on the bus. Driven by the three core factors of policy, technology and cost, the turning point of intelligent driving is gradually emerging. At this stage, the focus is on intelligent key vehicle enterprises and intelligent industrial chain core component enterprises. "At the same time, driven by the three core factors of policy stimulus, intelligent catalysis and inventory cycle switching, we are optimistic that the sales volume, profitability and valuation of the automobile sector are expected to continue to improve from 23Q3. Optimistic about industrial chain stocks with smart driving technology as the core selling point. " Some institutional analysts believe that with the further acceleration of the landing of smart drivers, relevant listed companies may enter.Redemption period