Trillion class automatic driving market will break out, these potential stocks, please collect in time

category:Finance
 Trillion class automatic driving market will break out, these potential stocks, please collect in time


Didi said that it will load its own software and hardware packages in Volvos autonomous driving vehicles, and these vehicles will be tested on designated road sections. During the test process, a didi safety driver and an engineer will be equipped to ensure their safety. In addition to the cooperation test, Volvo car is discussing with didi the possibility of further in-depth cooperation, and the two sides are expected to get closer in the future.

In fact, Volvo has always been a pioneer in the field of automatic driving in the world. As early as 2005, Volvo set up an automatic driving project team, which formally put the commercialization of automatic driving on the agenda. In September 2012, Volvo completed the first successful driverless fleet project in history. Three driverless teams composed of V60, XC60 and S60 were guided by a guide truck in bassac Ronas highway was driven 200 km / h at 90 km / h.

In recent years, Volvos autopilot technology has developed rapidly. In 2017, it announced that it would skip L3s direct development of L4-L5 level automatic driving, and announced that it would launch mass production of autopilot in 2021, and later the plan was postponed to 2022.

In addition to Didi, Volvo has reached cooperation with Uber, NVIDIA, waymo and other enterprises to jointly develop automatic driving technology in the future. Waymo is part of Googles autopilot car program. In 2016, it was separated from Google and became a new subsidiary of Alphabet (Google parent company). Therefore, the cooperation between Waymo and Volvo was regarded as a milestone in the milepost of global automatic driving technology. According to the public information, the focus of cooperation between the two sides is to develop L4 level automatic driving technology, that is, highly automated driving technology.

With the rapid development of automatic driving in China, the giants have entered the bureau one after another

In recent years, AI is undoubtedly the most popular concept in the science and technology field, but landing has always been a very big problem. The diversity of the real world has always been the biggest difficulty that artificial intelligence is difficult to properly handle. However, due to the relatively perfect road rules, driving in a limited controllable range, and relatively easy to apply AI technology, automatic driving has become the pioneer field of AI landing. According to the insiders, from the current investment level and the development trend of self driving cars, the commercialization of automatic driving will change significantly in the next three years.

As a leading AI company in China, Baidu has been ambitious in automatic driving and has been working hard for a long time. It has established a Apollo team specializing in automatic driving. As early as 2018, baidu cooperated with Changsha City of Hunan Province to build a demonstration city of autonomous driving and vehicle road collaborative innovation. During this period, baidu Apollo has accumulated a lot of practical experience through various tests such as automatic driving vehicle on the road, vehicle road coordination, test ride, etc. In the first half of the year, Baidus driverless taxi has made great progress. The driverless taxi has been officially launched in Changsha, but it is still in a small pilot operation state.

In addition to software capability and algorithm ability, automatic driving has very high requirements for communication transmission, which not only requires the communication quality to be guaranteed, but also has very strict standards in terms of delay. As we all know, 5gs features of high bandwidth, low delay and high reliability can meet the communication requirements of automatic driving, which is also one of the reasons for Huaweis automatic driving.

In May, Huawei announced that it would jointly build a 5g automobile ecosystem with the first batch of 18 automobile enterprises, including FAW, SAIC, GAC, BAIC, Dongfeng, Changan and BYD, so as to accelerate the commercial process of 5g technology in the automotive industry. In an interview last year, Xu Zhijun, Huaweis rotating chairman, said, our ultimate goal is to achieve complete driverless driving, and we can do whatever Tesla can do now..

In addition to Didi, another online car Hailing enterprise, Cao Cao, is also making efforts to drive automatically. Liu Jinliang, chairman of the board of directors, said that in the second half of the year, Cao Cao will join Geely, Volvo and auto driving suppliers with international background to carry out automatic driving test, hoping to realize manned test before the Asian Games in Hangzhou.

Domestic support for the development of automatic driving industry is very strong. In September 2019, the State Council issued the outline for the construction of a transportation power, which clearly stated that the R & D of intelligent networked vehicles (intelligent vehicles, automatic driving, vehicle road coordination) should be strengthened to form an independent, controllable and complete industrial chain. Recently, the Ministry of transport issued the general technical specification for highway engineering adaptive automatic driving ancillary facilities (Draft), which is based on the top-level design The standard and direction of the construction of self driving highway has been determined, and the first national standard of automatic driving highway in China may be issued soon.

Outside Changsha, Guangzhou, Shanghai and Beijing have also released the automatic driving test and issued the automatic driving test license. Beijing is the longest open driving test road in China, with 200 roads of 699.58 km. By June 2020, the safe driving mileage of automatic driving vehicles in Beijing has exceeded 1.58 million kilometers, and a total of 77 vehicles from 13 enterprises have been issued with temporary license plates.

Long term investment value of autopilot sector highlights

With the giants entering the market to lay out automatic driving, the application of automatic driving technology in the industry will be fully launched. The fields of high-precision map, positioning facilities, communication facilities, traffic sensing facilities, automatic driving monitoring and service center, network security and other fields will release huge market space and vitality. Under the background of the rapid development of unmanned driving in China, key parts suppliers, automotive electronic solution suppliers and intelligent driving vehicle leaders are expected to benefit. A number of listed companies have also begun to lay out unmanned driving very early.

Statement: all information in data bank does not constitute investment advice. Stock market is risky and investment should be cautious.

Extended reading midday review: Shanghai index rose 4.24% close to 3300, two cities turnover nearly trillion yuan, market fire to trading software downtime! The familiar bull market is about to repeat itself? Is the bull market really coming? Bank stocks soared across the board: many rose more than 5%. Source: Securities Times editor in charge: Yang Bin_ NF4368