The second half of the automobile sector is about to begin, if the first wave of hype is auto parts, the second wave is the whole vehicle, then the third wave is the turn of the car intelligence, the main funds have quietly begun to act
Intelligent driving is the future direction of the automotive industry, and recently, many companies have increased their talent recruitment and investment in the field of autonomous driving, showing their confidence and expectations for intelligent driving. So, what are the reasons for being optimistic about intelligent driving?
First, Tesla, Huawei, Xpeng and other companies have made frequent moves in the field of autonomous driving。11 23 Tesla FSD has clearly promoted the entry into China;On November 25, Changan Automobile and Huawei signed a Memorandum of Understanding (MOU) to establish a company engaged in R&D, design, production, sales, and service of automotive intelligent systems and component solutionsOn November 28, Li Xiang, CEO of Ideal, said that in December this year, the company's official version of urban NOA will cover 100 cities across the countryOn November 29, Xpeng Motors said that the new version of the OTA-XMAT 0S 44.0 was officially pushed to Xpeng G9, G6 and P7i users, opening the mapless city navigation assisted driving function, and covering more than 20 cities.
Second, the scale of the intelligent driving market continues to expand, bringing greater development space to the industry。According to IB, in 2023, the scale of China's intelligent driving market will reach 238.1 billion yuan, with a compound growth rate of 2978%。At the same time, intelligent driving will also give rise to more new formats and models, such as self-driving taxis, smart transportation, Internet of Vehicles, etc., to create more value and opportunities for the industry.
Here is also combined with the technical, fundamental, and financial screening, and sorted out the potential varieties of the second half of the car, one of which is the leading company in the automotive intelligent system, and the other is more interesting, and it is also the leader in the field of automotive intelligent driving.