Original title: Shengang Securities-- computer Industry Research Weekly: Baidu, Inc. Apollo Open Beijing Robotaxi Test Source: China Finance Online Co Ltd
Market review: last week (2020.10.12-2020.10.16), the Shanghai Composite Index, Shenzhen Composite Index, gem Index and Shenwan computer Index rose or fell 1.96%, 1.83% and 1.93%, respectively, and the computer index ranked 19th in the case-level industry. Since the beginning of 2020, the Shanghai Composite Index, the Shenzhen Composite Index, the gem Index and the Shenwan computer Index have risen or fallen 9.38%, 29.74% and 51.52% respectively, and the computer index ranks 11th in the case-level industry.
The top five share price gains are respectively Sifang Fine Innovation.(300468), Blue Shield shares(300297), Deweisun, Advanced SmarTone(300541), contest message(300687), mainly benefiting from the rapid development of the financial technology industry. The top five declines in share prices are science and technology information.(300730), Dingjie Software(300378), Huijin shares(300368), China Software, daily interaction(300766). Talk about every Monday: Baidu, Inc. Apollo opens Beijing Robotaxi test event: October 9, Baidu, Inc. won the bid for Beijing Economic Development District 128 million yuan high-level self-driving demonstration zone project; 10, Apollo self-driving taxi officially landed in Beijing. Since 2020, Baidu, Inc. has landed Robotaxi services in Cangzhou, Changsha and Beijing, won the bid Yangquan, Yinchuan and other multi-ground vehicle and road cooperation projects, and the layout continues to accelerate. According to Baidu, Inc., the Apollo self-driving fleet has previously completed more than 519000 kilometers of road tests in Beijing.
Beijing has the highest safety requirements and highest standards of manned testing policy in China. Baidu, Inc. Robotaxi was the first to land in Beijing, proving Baidu, Inc. 's technical ability and leading position in the field of self-driving. Beijing Economic Development District will build the world's first online cloud-controlled high-level self-driving demonstration zone, Baidu, Inc. demonstration zone construction + Robotaxi operation mode and then the next city. According to the plan, the project will focus on the whole area of Beijing Economic and technological Development Zone (60 square kilometers), aiming at the large-scale operation of high-level self-driving vehicles above L4. By 2022, it will complete the construction of the five systems of "smart road, smart car, real-time cloud, reliable network and accurate map", and open up the key links in the technology and management of cloud-controlled self-driving. Realize the commercial landing of a series of application scenarios and the promotion and application of intermediate products. Apollo6.0 release, autopilot and V2X deep integration.
Since its release in April 2017, the Apollo platform has been iterated continuously, from track-following autopilot in 1.0, simple urban autopilot in 2.0, production park autopilot in 3.0 to point-to-point urban autopilot in 5.5. until Apollo6.0,Apollo has iterated a total of 9 versions, forming a complete open autopilot program. In Apollo6.0, the hardware has been added to V2X's OBU; software, and a new algorithm based on deep learning has been introduced, with an unmanned interface added. Cloud services have been comprehensively upgraded to better help developers use the platform capabilities. In the past year, Baidu, Inc. has won the bid for nearly 800 million Intelligent Network Union / vehicle-Road Cooperation demonstration Zone projects in Beijing, Guangzhou and other places, indicating that Baidu, Inc. Apollo has achieved success in shifting its focus to the organizational structure adjustment of vehicle-road coordination in December 2019.
It also reveals that Baidu, Inc. Apollo's self-driving strategy and even the future development direction of the industry has changed from a simple "intelligent car" to the coordinated development of self-driving and vehicle-road coordination. We are optimistic about Qianfang Technology, a roadside builder with the advantages of both project reserve and resources.(002373), Jinyi Technology(002869); China Kechuangda, which has leading software capabilities and is expected to break through the traditional automotive software barriers and move towards globalization(300496); four-dimensional innovation with deep barriers to qualification and data of graphic merchants(002405) Desai Xiwei, which is deeply bound to the mainframe factory and is expected to gain a share.(002920), Zhonghaida(300177). Investment strategy: taking the application of 5G scenario as the core main line, combined with the prosperity of the industry, we are optimistic about the direction of intelligent online automobile, financial technology, cloud computing, network security, medical informatization and so on. Investment portfolio: 4D Tu Xin, Qianfang Technology, Xingwang Yuda(002829), enlightening stars(002439), Zhongke Chuangda. Risk hint: the progress of policy landing is lower than expected; industry IT expenditure is lower than expected; industrial competition intensifies.