Ma Jindou, the president of Huawei's wireless network product line in the field of vehicle networking, stated at the CICV 2024 Technology Week International Conference on the 19th that Huawei will launch new products in the second half of this year to solve the short board in vehicle-to-cloud, road-side and perception. Li Muhua of GTJA Securities believes that the V2X industry has entered an explosive growth stage from 1 to N, and is bullish on companies that lay out V2X.
Huawei's Wireless Network Product Line President of Vehicle Networking Ma Jindou announced on the CICV 2024 Technology Week International Edge Conference on the 19th that Huawei will launch a new product in the second half of this year to solve the shortfalls of car-road-cloud and cloud-side perception. "We found a lot of shortcomings in the road-side perception. Although we have already reduced the communication latency, we now realize that the latency of our edge computing and platform computing for perception, including radar and cameras, is still very high. We hope to contribute in this area to make the road-side information clearer, faster, and more comprehensive. We will launch new products in the second half of this year to help with car-road-cloud integration and assist our partners to do well in this field." Ma Jindou said.
Recently, with the frequent introduction of policies for intelligent connected vehicle-road-cloud integration, demonstration projects have been launched intensively in many places such as Beijing, Wuhan, Hangzhou, and Fuzhou. Wuhan's "vehicle-road-cloud" integration demonstration project, which has a filing amount of over RMB 17 billion, has been approved and is scheduled to start construction immediately after the filing is completed in June 2024. Li Muhua from gtja believes that the vehicle-road collaboration industry has entered an explosive growth stage from 1 to N, and is optimistic about related companies that are deploying in this area.
According to the Financial Data Center, among related listed companies:
China Transinfo Technology has been deeply cultivating the field of vehicle networking business for many years, and has already had a complete industrial capability in the software, hardware, and algorithm models of roadside facilities. The company stated on its interactive platform that both China Transinfo and Huawei participated in the V2X test project of Highway No.1.
Guangtian Information's main products in the field of vehicle-cloud integration include data-closed-loop vehicle-cloud platform, data compliance services, vehicle networking cloud platform, and other products and technical solutions. In addition, the company provides automatic driving data processing services for Huawei.