[Research Report Summary]
This WeekBaiduAnnouncing the opening of an autonomous taxi service in Beijing. Baidu announced on Weibo that Baidu's autonomous taxi service will be fully launched in Beijing starting this week. Users can test ride the autonomous taxi service using the Apollo Go service through Baidu Maps at autonomous taxi stations in Haidian and Yizhuang. Since the first week of trial, the number of orders in a single day during the peak period has exceeded 2,600 orders, and the number of orders per day for a single site has peaked at 600 orders.
Baidu Apollo service is expected to speed up the autonomous driving industry. In 2013, Baidu began to lay out the field of AI and adopted autonomous driving as an important application field. Up to now, Apollo has introduced more than 210 ecosystem partners, including almost all major car manufacturers and tier-1 suppliers in the world, and has promoted the development of the entire industry as an important part of the industry.
Roadside construction is also speeding up. In terms of roadside construction for autonomous driving in the near future, Beijing will build the world's first connected cloud-controlled high-level autonomous driving demonstration zone. Hunan Province officially opened the nation's first smart highway supporting collaborative autonomous driving on the road. The Beijing Demonstration Zone will launch a pilot high-precision dynamic map on the basis of securing geographical information, and build the country's first high-precision dynamic map platform. Models such as the sixth-generation Explorer cooperated by Baidu Apollo and Ford will be the first batch of mass-produced models to support V2X in-vehicle applications on the Changyi Double Line Smart Expressway.
Investment advice: Baidu is expected to speed up the autonomous driving process, and the autonomous driving roadside is also accelerating. It is recommended that companies focus on the industrial chainSenfang Technology,Four-dimensional map new,Jinyi Technology,Zhonghaida,Rui Ming Technologyetc.
Risk warning: The implementation of the autonomous driving industry falls short of expectations; competition in the industry is intensifying.