Tianfeng Securities' research report states that the application of new energy and self-driving technology will significantly reduce energy and labor costs, and the gradual expiration of highway tolls will also reduce tolls. The overall cost of road transportation is expected to decrease significantly, and the market share of transportation volume is expected to increase. In the passenger transportation sector, online car-hailing and ride-sharing will gradually divert from traditional taxis and the high-speed rail market; in the freight transportation sector, environmentally friendly vehicle models such as natural gas heavy trucks will divert from railroad transportation. The promotion of smart driving policies will also increase traffic flow and passage capacity, and related companies such as Didi, Dida Travel, and ZTO Express will significantly benefit.