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.
According to the online approval and supervision platform for Fujian Provincial Investment Projects, on June 3, the approval of the demonstration construction project for Fuzhou Intelligent Internet of Vehicles and Integrated Cloud Platform was publicly announced. Fuzhou became the second city after Beijing to have made major moves in the field of vehicle-road-cloud collaboration.
Previously, the Ministry of Industry and Information Technology and four other departments issued the "Notice on Carrying out Pilot Projects of "Vehicle-Road-Cloud" Integration Application of Intelligent Connected Vehicles", proposing to promote the construction of intelligent roadside infrastructure and cloud-based control platform, enhance the assembly rate of on-board terminals, carry out system architecture design and various scenarios application of "Vehicle-Road-Cloud" integration of intelligent connected vehicles, form a unified technical standard and test evaluation system for vehicle-road collaboration technology, and vigorously promote the industrialization and development of intelligent connected vehicles. CAXIN Securities believes that after the L3 autonomous driving pilot, the pilot work of "Vehicle-Road-Cloud" integration application of intelligent connected vehicles has also been launched, which promotes the application of commercialized automatic driving in the construction of intelligent roadside infrastructure and cloud-based control platform. We are bullish on leading car companies and sub-sector suppliers of autonomous driving technology.
According to the Financial Data Center, among related listed companies:
Vanjee technology stated that in the field of autonomous driving, the company is laying out products and business based on the "Vehicle-Road-Cloud" overall solution architecture. The company's roadside intelligent perception system integrates sensing equipment such as lidar, millimeter-wave radar, and AI cameras, and transmits information to surrounding vehicles, mobile terminals, and the cloud, realizing collaborative interaction of "Vehicle-Road-Cloud-Map".
China Transinfo Technology has completed the R&D and manufacturing capabilities of V2X on-board terminals, roadside equipment, and collaborative control machines with independent intellectual property rights. Related products have been applied to the Yizhuang vehicle networking road and the automatic driving test field.