① During MWC24, Liu Kang, president of ICT Marketing and Solution Sales at Huawei, said that by the end of 2023, the number of connected vehicles worldwide had reached 350 million. ② Great Wall Guorui Securities pointed out that the intelligent and connected automobile industry is considered the focus of future competition, and it is expected that the domestic V2X industry chain will face a 10-year golden period of strategic opportunity.
During MWC24, Liu Kang, president of ICT Marketing and Solution Sales at Huawei, said that by the end of 2023, the number of connected vehicles worldwide had reached 350 million. 5G-A brings a wide area 20ms low latency and 99% high reliability characteristics, accelerates the collaborative landing of vehicles and improves driving safety and traffic efficiency. End-to-end verification has already been carried out in Shanghai. It is expected to improve traffic efficiency by 30% and reduce commuting time by 20% in the future.
Autonomous driving has become one of the best testing grounds for the convergence and implementation of various fields such as 5G, new energy vehicles, data centers, and artificial intelligence, and the importance of V2X (vehicle-road collaboration) as the core infrastructure for autonomous driving is self-evident. V2X is direct communication between cars and between cars and other elements of traffic. Analysts said that the V2X industry is expected to be catalysed as a result, and the trillion market will gradually be activated in the future. Looking at the industrial chain, vehicle-side, roadside, cloud, communications, and safety technology providers all have opportunities to benefit. Great Wall Guorui Securities pointed out that the automobile industry is currently undergoing the most profound transformation in 100 years. Electrification is only the beginning, while intelligence and connectivity are seen as the focus of future competition. Under the influence of policy, market, and technology, it is expected that the domestic V2X industry chain will face a 10-year golden period of strategic opportunity.
According to the Finance Federation's theme library, among the relevant listed companies:
Jinyi Technology independently developed the entire chain, from the underlying communication module to the terminal product to the application protocol stack, built a traffic AI calculation model, a vehicle-road collaborative cloud platform, and a C-V2X vehicle-mounted HMI human-computer interaction system management platform, and built a complete intelligent connected vehicle road cloud product system.
Shencheng Jiaotong has developed and prepared related key technology products in the field of vehicle-road collaboration. It has developed edge computing, intelligent networked computers, integrated data warehouses, T-GIS systems, etc., and has been successfully applied in many demonstration projects, with good implementation results.