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Heavy! Smart technology roadmap 2.0 for networked vehicles is released, this subdivision path faces large air vents and concept stocks are released (with stock)
Guo Jie original
The “Roadmap 2.0 for Intelligent Connected Vehicle Technology” has been released. In 2025, the assembly rate of the new cars of the C-V2X terminal will reach 50%. Concept stocks with in-depth layout are expected to benefit.
“Intelligent Connected Vehicle Technology Roadmap 2.0” released
The 2020 World Conference on Connected Intelligent Vehicles opened in Beijing on November 11, co-sponsored by the Beijing Municipal People’s Government, the Ministry of Industry and Information Technology, the Ministry of Public Security, the Ministry of of Transportation and the Chinese Association for Science and Technology. United Automotive Technology Roadmap 2.0.
High-level favorable policies regarding the Internet of Vehicles have frequently appeared this year, from the “Innovation Development Strategy for Intelligent Vehicles” earlier this year to the recent “Vehicle Industry Development Plan to new energy (2021-2035) “to the” Technology Roadmap for Smart Connected Vehicles “2.0” fully reflects the country’s determination to vigorously develop networked smart vehicles.
The “Intelligent Connected Vehicle Technology Roadmap 2.0” released this time details the development path, vision and strategic objectives of intelligent connected vehicles and refines scenarios in urban streets, suburban roads, highways and specific scenarios4 First, the commercial vehicles are also divided into freight vehicles and passenger vehicles.
The key points are coming. This version of “Roadmap 2.0” sets three key development time nodes:
1. In 2025, by 2025, the penetration rate of PA (partially automated driving) and CA (conditional automated driving) level intelligent network vehicles will increase further, with a market share of more than 50%, and the rate of assembly of new vehicles for the C-V2X terminals will reach 50%. Highly Autonomous Driving (HA) level networked intelligent cars realize commercial applications in limited areas and specific scenarios;
2. In 2030, the market share of PA and CA level smart connected vehicles will exceed 70% and the market share of HA level smart connected vehicles will reach 20%. C-V2X terminals will be popularized and widely used on highways and climbed on the streets of some cities. application;
3. To achieve basic popularization in 2035, all types of highly autonomous grid-connected vehicles are widely operational in large areas of China.
C-V2X wireless communication technology is addressing major air vents
From a global perspective, the Internet of Vehicles mainly includes two major wireless communication technologies, one is the IEEE 802.11 based 802.11p communication technology promoted by the United States and the other is the promoted C based mobile cellular communication technology from China. – V2X communication technology. The entire C-V2X industry chain includes communication chips, communication modules, terminals and equipment, operations and services, etc. Driven by the new 5G infrastructure and the Internet of Vehicles, the future market space for the C-V2X is huge.
secondHuaan SecuritiesAccording to the research report data, the current car inventory in China is about 260 million. It is conservatively estimated that over 20 million new vehicles are added every year. In the future, only cars equipped with 4G / 5G + V2X car network OBU can be called truly smart For networked cars, when the penetration rate of new cars reaches 50%, the unit price of large-scale distribution networked car OBU is 1,000 yuan and there will be a market of 10 billion yuan every year.
Furthermore, according to McKinsey’s forecasts, by 2030, the value of orders for travel services based on autonomous driving will reach approximately 260 billion US dollars and by 2040 will reach approximately 940 billion dollars. In other words, to meet the demand of the autonomous driving market, C-V2X technology will have a huge market space.
The giants are arranged one after the other and the industrial chain forms a closed circuit
At the end of October, the seventh annual conference on connected intelligent vehicle technology was held in Shanghai. During that time, hundreds of manufacturers participated in the demonstration activities of the large-scale C-V2X “New Four Crossing” pilot application and opened complete vehicles, chips and modules. Groups, vehicle-mounted OBU terminals, CA platforms and security companies, high-precision maps, high-precision positioning and cryptographic companies form a closed loop in the industrial chain.
From the OEM’s point of view, early 2019, after Ford announced it would achieve mass production of the first model equipped with cellular vehicle network technology (C-V2X) in China in 2021, the FAW national group ,BYD、Changan Automobile、SAICAnd more than ten automakers announced in April 2019 that they will mass-produce C-V2X cars from the second half of 2020 to the first half of 2021.
In terms of chips, modules, onboard terminals and equipment, as well as high-precision map and navigation service providers, you can also see giants like Huawei, Qualcomm, Baidu, ZTE, and Datang.
The institution’s recommended concept stock was released, and the net income of multiple shares increased significantly
Huaan Securities believes that, as the most reliable application of 5G downstream, the investment in Vehicle Internet is concentrated in the three main intelligent grid connection infrastructures for car, road and cloud, as well as the two scenarios of “vehicle collaboration- road and autonomous driving “, which are the most valuable for investment One of the tracks. Suggested Attention:Qianfang technology、Desay SV、Wanji technology、NavInfo、Zhongke ChuangdawithJinyi technology。
According to the Securities Times · Databao, there are 12 C-V2X conceptual titles. The total market value is 245.554 billion yuan. Desay SV with the highest market value, calculated based on the latest closing price, has a total market value of 38.946 billion yuan. The company includes smart cockpits, car networks and smart network system providers for self-driving cars. In 2018, the company released solutions based on the Qualcomm 9150 C-V2X chipset to develop LTE-V2X solutions for automakers. Desay SV’s share price doubled during the year, with a cumulative increase of 134.4%. The company’s performance in the third quarterly report was impressive, with net profit in the first three quarters reaching 318 million yuan, an increase of 123.02% year on year.
Among the conceptual stocks recommended by the institute, Qianfang Technology, Zhongke Chuangda, Jinyi Technology and Wanji Technology experienced year-over-year growth in net profit attributable to their parent company in the first three quarters, while NavInfo’s performance alone declined by year after year. Among them, the performance of Wanji Technology increased the most. Net income attributable to the parent company in the first three quarters reached 460 million yuan, an increase of 256.74% year on year. Currently, the company supplies OBUs and RSUs based on C-V2X technology and has been in multiple demonstration areas and landing projects across the country. In the promotion of use.
Also, among these 12 stocks, there are 3 high quality stocks, the latest stock price has been adjusted by more than 30% from the high point of the year.They are Jinyi Technology, Wanji Technology and Qianfang Technology.
Disclaimer: All Databank information content does not constitute investment advice. The stock market is risky and investments must be cautious.
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