July 9, the worldartificial intelligenceAt the opening ceremony of the conferenceTeslaCEO Musk said, "at Tesla, I think we are very close to L5 autopilot and are confident that we will complete the development of L5 basic functions this year." Intraday A sharesZhongke Chuangda、Four-dimensional drawing new、Desai XiweiAutopilot stocks rose one after another, and then fell back.
It is worth mentioning that since the beginning of this year, Tesla's share price has continuously broken through new highs. As of July 9, the after-hours price was 1361.95 US dollars, and Musk is also expected to receive a second equity award, worth 1.8 billion US dollars.
Judging from the stock price performance of concept stocks, the market obviously has full confidence in the development and application of self-driving technology. China Cochuangda, Desai Xiwei and other stocks have broken through this year's new highs one after another.
How many levels of autopilot are there? It is understood that the internationally recognized auto-driving rating standards are mainly formulated by SAE (International Association of Automotive Engineers). SAE will professionally evaluate and register the ADAS (driver assistance system) of self-driving vehicles, with autopilot levels ranging from L1 to L5.
Huatai SecuritiesThe research and newspaper analysis points out that at present, the high-end models of various car companies at home and abroad have achieved L2-level auxiliary driving configuration, and it is believed that the penetration rate of advanced self-driving system is expected to be further improved in the future. A mass-production L3-class model will be launched in 2020-2021, and a highly self-driving L4-class model is expected around 2025.Guangzhou Automobile、SAICBoth Changan and Changan are expected to launch L3-class mass-production models this year, while other car companies are expected to achieve this goal by 2021.
Ping an Securities Research News believes that in the past year or two, Internet giants are accelerating to expand their business in the automotive field, and traditional car companies are also actively cooperating with technology companies in the field of Internet and IT; many places are opening self-driving test sites, and relevant regulations and supporting facilities are also constantly being introduced and improved. Although the global automobile industry is entering a cold winter, it is believed that self-driving will accelerate the expansion of the scope of application. With the commercial use of 5G and other technologies, the next 1-2 years is expected to be the starting point for the rapid development of intelligent driving.
Hua an SecuritiesThe research newspaper pointed out that the autonomous parking system is an important sub-scene that is expected to be the first to land in the field of self-driving, and it has a broad space for development. It is mainly based on the following three points of logic: 1. The autonomous parking system can reuse part of the equipment resources of the self-driving system, reflecting the application value of on-board sensors, and is expected to become the fastest landing L3 sub-scene. 2. The autonomous parking system can make high-precision maps of parking lots using existing vehicle and visual SLAM technology, which is expected to be effectively combined with the application of C-V2X in the future. 3. As a low-speed complex scene of self-driving "the last 100 meters", autonomous parking can help to accumulate rich training data and promote the technological evolution of intelligent network. According to the preliminary calculation, the market scale of domestic autonomous parking system will reach 120max 240 / 36 billion yuan respectively in 2020 / 2021 / 2022. With the improvement of permeability, there is a broad space for the development of autonomous parking market.