Major listed companies in the industry:NavInfo (002405); E-Hualu (300212); COSCO Shipping (002401); Neusoft Group (600718); TransInfo Technology (002373); Wanji Technology (300552); Genvict (002869) and others.
Analysis of the current situation of industry development
-- The current situation of vehicle development
Among the technical routes with high technical characteristics of vehicle-end equipment, OTA remote upgrade is the technology with the highest application maturity, while high-level autonomous driving L5 is the technology with the lowest application maturity and the greatest difficulty in breakthrough. Among the technical routes with low technical characteristics of vehicle-end equipment, V2X traffic lights, speed limit warning, and emergency automatic call are the technologies with the highest application maturity, while automatic parking in parking lots is the technology with the lowest application maturity.
-- The current status of roadside development
China's roadside equipment includes roadside unit RSUs, high-definition cameras, millimeter-wave radars, lidars, edge servers and traffic signals, and the technology is relatively mature, and there is a possibility of large-scale commercial use. Starting in 2022, the construction of roadside equipment will begin to expand in typical cities and highways. The deployment of RSUs in China is basically promoted together with the electronic toll collection system (ETC), and it is first popularized in areas such as toll stations. As an important infrastructure carrier of the "communication network" of the national Internet of Vehicles, RSU is expected to accelerate its popularity in the future.
-- The development status of autonomous driving
The autonomous driving solution is a comprehensive solution that integrates technologies such as perception, decision-making, execution, and communication. At present, according to different market players, the solutions in the market can be roughly divided into three factions: autonomous driving solutions of OEMs, autonomous driving solutions of system manufacturers, and autonomous driving solutions of mass production vehicles. OEMs include traditional car companies and so-called new car-making forces; System manufacturers include traditional Tier1 companies in the automotive industry and some high-tech companies; Typical autonomous driving solutions for production models are Tesla's Autopilot system and Audi's A8 AI system.
China's autonomous vehicle industry is currently and will be in the initial stage of research and development for a period of time in the future, so China is still in the development period of the autonomous vehicle industry, and it is expected that with the continuous improvement of foreign technology maturity, the enthusiasm of domestic car companies to participate in the research and development of autonomous vehicles will rise.
From the perspective of penetration rate, optimistic** by 2030, the penetration rate of L0, L1, L2, L3 and L4 autonomous driving in China will reach %.
Analysis of the market competition pattern
-- Vehicle-road collaborative enterprise layout
China's vehicle-road collaboration industry covers a wide range of fields, mainly including basic communications, unmanned driving, transportation systems, traffic information services and vehicle-road collaboration platforms. By comparing the business layouts of the main players in vehicle-road collaboration, it can be seen that Huawei and China Mobile have a comprehensive layout in vehicle-road collaboration.
-- Regional distribution of enterprises
From the perspective of regional distribution, the representative enterprises of China's vehicle-road coordination industry are mainly distributed in Beijing and coastal areas. Among them, Beijing, Shanghai, Guangdong and other regions are the mainstay, and Guizhou and other places in the central region are also laid out.
Industry development prospects**
-- The vehicle-road coordination industry will grow rapidly
The market segments of China's vehicle-road collaboration industry mainly include the vehicle-end equipment market, roadside equipment market, cloud equipment market and operation service market. With the rapid development of China's automobiles towards intelligence and networking, smart roadside equipment continues to be laid on urban highways, highways and intersections, and cloud platforms, edge computing and communication operation technologies continue to make breakthroughs, and the market space of China's vehicle-road collaboration industry is broad. In 2028, China's vehicle-road collaboration industry market will reach 244.8 billion US dollars, with a compound growth rate of 13% from 2023 to 2028.
For more research and analysis of this industry, please refer to the Prospective Industry Research InstituteAnalysis report on the development model and investment strategic planning of China's vehicle-road collaboration industry
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