Shanghai has issued the first batch of completely self-driving car licenses, and self-driving cars are expected to take off.
In the 2024 World Artificial Intelligence Conference, Shanghai issued the first batch of demonstration application licenses for driverless intelligent connected vehicles, commonly known as "fully unmanned passenger vehicle licenses." Dongfang Securities' Zhou Xuhui said that the prospects for the development of intelligent connected vehicles and autonomous driving are vast, and leading intelligent vehicle manufacturers and intelligent component suppliers are expected to benefit first.
Peking has released regulations for self-driving autos, and the integration of vehicles and roads with cloud technology has sped up thanks to the policy.
On June 30, the Beijing Municipal Bureau of Economy and Information Technology publicly solicited opinions on the Draft Regulations on Beijing Autonomous Driving Automobiles. The regulations propose a clear reservation of space for intelligent roadside infrastructure for new, renovated, and expanded roads, and will achieve full coverage of intelligent roadside infrastructure for 600 square kilometers in the city within the year.
Huawei will launch a new product, CarRoute Cloud, in the second half of the year. The industry may enter a explosive growth stage from 1 to N.
Ma Jindou, the president of Huawei's wireless network product line in the field of vehicle networking, stated at the CICV 2024 Technology Week International Conference on the 19th that Huawei will launch new products in the second half of this year to solve the short board in vehicle-to-cloud, road-side and perception. Li Muhua of GTJA Securities believes that the V2X industry has entered an explosive growth stage from 1 to N, and is bullish on companies that lay out V2X.
The International Smart Networked Autos Conference will soon be held, and the sector of the cloud connecting cars and roads may receive another strong catalyst.
The 11th International Smart Connected Autos Conference (CICV2024) will be held from June 18th to 20th, 2024. CICV2024 has set up multi-level, multi-perspective, and multi-level activities around the integration of vehicle-road-cloud. CITIC Securities believes that high-level autonomous driving can effectively solve many pain points such as the cost increase of manpower, traffic safety, and driver shortage, and the potential market space for autonomous driving exceeds tens of trillions of yuan.
Concept Update | Caixin Theme Library Adds 'Vehicle Road Cloud'
Autos-to-Cloud technology refers to the direct communication between cars, cars and roads, and other traffic elements. The recent intensive release of policies indicates that new energy vehicles are evolving from individual breakthroughs to multi-industry collaboration, and the integrated ecosystem of 'car-road-cloud' is accelerating. Concept stocks in the field of Autos-to-Cloud.
The domestic Car-Road Cloud Integration Project has been launched, and the prosperity of transportation informationization is expected to improve.
On June 3rd, Fuzhou announced the demonstration construction of approval projects for smart network-connected cars and road-cloud integration, making it the second city after Beijing to have a major initiative in cooperating with road-cloud. Caixin Securities believe that the application pilot of "road-cloud integration" for smart network-connected cars will accelerate the commercialization of autonomous driving.