In the 2024 World Artificial Intelligence Conference, Shanghai issued the first batch of demonstration application licenses for driverless intelligent connected vehicles, commonly known as "fully unmanned passenger vehicle licenses." Dongfang Securities' Zhou Xuhui said that the prospects for the development of intelligent connected vehicles and autonomous driving are vast, and leading intelligent vehicle manufacturers and intelligent component suppliers are expected to benefit first.
According to the announcement from Pudong, in the 2024 World Artificial Intelligence Conference, Shanghai issued the first batch of unmanned intelligent networked vehicle demonstration application licenses, commonly known as "fully unmanned passenger vehicle license plates". This also means that the four certified enterprises can achieve fully unmanned passenger vehicle applications on some roads in Pudong, and citizens can book rides in these unmanned vehicles through corresponding software.
In recent years, China has attached great importance to the development of intelligent networked vehicles, and has introduced a series of policy measures to promote industry innovation and application. With the release of a series of favorable policies and the growth of market demand, the market scale of intelligent networked vehicles continues to expand, and the relevant industrial chain continues to improve. According to the prediction of the China Society of Automotive Engineers, the output value of the intelligent networked vehicle industry will exceed 700 billion yuan by 2025 and reach a scale of 2.6 trillion yuan by 2030. Zhou Xuhui, an analyst at Oriental Securities, said that intelligent networked vehicles and automated driving have broad development prospects, and leading vehicle manufacturers and intelligent component suppliers are expected to benefit first.
According to the Financial Data Center, among related listed companies:
Bethel Automotive Safety Systems' intelligent driving products include ADAS, WCBS, and EPB products, which are currently used in designated projects under the Huawei brand, including brake systems, EPB, and WCBS. Main models include WJ and ZJ.
China Transinfo Technology has been deeply involved in the field of autonomous driving business for many years, and has a sound industrial capability in software, hardware, algorithm models, and other roadside facilities.