Vehicle-to-Everything (V2X) is direct communication among vehicles, between vehicles and road surfaces, and other traffic elements. The rapid development of new energy vehicles has led the automotive, energy, information and transportation industries into a stage of deep integration. The recent release of intensive policies indicates that new energy vehicles are moving from "single soldier breakthrough" to "multi-industry collaboration," and the integrated ecology of the "vehicle-road-cloud" industry is accelerating its establishment.

With the landing of the "vehicle-road-cloud integration" pilot, the market growth space of the intelligent connected vehicle industry is expected to be greatly expanded. According to a report from the CCID Consulting, "Data-Driven Era: Vehicle-Road-Cloud Integration Accelerates the Commercialization Process of Autonomous Driving", the scale of China's intelligent connected vehicle market is expected to reach nearly 600 billion yuan in 2022 and is expected to exceed 5 trillion yuan in 2030. The relevant market scale of the "vehicle-road-cloud integration" is over 1.4 trillion yuan.

Related component stock information:

1) Shenzhen Genvict Technologies

Reason for inclusion: The company is a leading provider of digital solutions and products in the smart transportation sector, and has created a complete product system for vehicles, roads, and clouds, including vehicle-mounted V2X series products, roadside V2X edge system integrated products (including perception, MEC edge computing, V2X roadside RSU, etc.), cloud-based vehicle-road collaborative cloud platform and C-V2X vehicle-mounted HMI human-computer interaction system, etc.

2) Vanjee Technology

Reason for inclusion: The company has comprehensive technical capabilities in vehicle-road collaboration, including vehicle-road-cloud-network-diagram. Facing the automotive industry, the company provides pre-installed ETC series products, pre-installed/after-installed V2X vehicle-road collaboration, and pre-installed vehicle-mounted lidar. The company's pre-installed ETC has been designated by about 70 car companies, including many internationally renowned car companies in Germany, Japan, and the United States, leading domestic car companies and leading new energy vehicle companies in China; pre-installed V2X has been designated for well-known commercial vehicle enterprises and leading new energy vehicle enterprises; the 128-line vehicle-mounted lidar has been designated by a certain passenger car host factory.

3) China Transinfo Technology

Reason for inclusion: The company has been deeply involved in the autonomous driving field and vehicle-road collaboration business for many years and has formed a complete industry ecology dominated by communication chips, communication modules, terminal equipment, testing and certification, CA security, applications and platforms, whole vehicle manufacturing, high-precision positioning and map services, etc.

4) Deepblue Technology

Reason for inclusion: The company has built a hardware system mainly represented by machine-controlled traffic signal control machines, networked service nodes, and comprehensive data warehouses on the roadside; a cloud-based platform such as the TransPaaS transportation big data platform, digital twin base, networked automatic driving simulation, traffic signal control, and intelligent networked cloud control platform has been constructed, which provides comprehensive product support for networked automatic driving, urban governance, travel services, and traffic management.

5) China Design Group

Reason for inclusion: Jiangsu Yuandrive Technology, jointly established with Shenzhen Youjia, mainly includes three product lines: "Intelligent Parking, Smart Inspection, Smart Driving," and products include roadside V2X soft and hardware, closed scene automatic driving suites, etc.

6) Megvii Technology

Reason for inclusion: The company released the new generation of 5G C-V2X module MA522/MA525 in March 2023, which supports various intelligent functions such as high-speed 5G network, Android system customization, one-chip and multi-screen, DMS, 360-degree surround view, precise sound area positioning, and continuous speech recognition for multiple customers and vehicle models.

7) Shenzhen Neoway Technology

Reason for inclusion: The company mainly provides wireless communication terminals and modules for the Internet of Things in the field of vehicle networking, and has launched a 5G+C-V2X module and other 5G products based on domestic chips.

8) Shanghai Huaming Intelligent Terminal Equipment

Reason for inclusion: The subsidiary Ju Li Technology's ETC products have the function of effectively inhibiting adjacent lane interference and OBU zero wake-up, which can effectively solve the problem of adjacent lane signal interference and OBU communication confusion in the electronic toll collection system, thereby improving the stability and compatibility of ETC products. The company will rely on the mature technology of RSU and OBU to strengthen the research and development of V2X application products.

9) Beijing Certificate Authority

Selection reasons: The company has developed a variety of C-V2X security certification products with independent intellectual property rights. By building a new PKI technology system, it provides a C-V2X security certificate management platform for intelligent networked vehicles, ensuring the integrity, confidentiality, authentication and privacy of C-V2X communication messages in connected vehicles.

10) Quectel Wireless Solutions

Selection reasons: The company has launched a rich C-V2X product line and high-precision positioning modules, covering C-V2X modules AG18, AG15, C-V2X AP module AG215S, LTE-A+ C-V2X module AG52xR series, and 5G+C-V2X module AG55xQ series, etc.

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