Recently, policies on intelligent networked vehicles and roads and cloud integration have been frequent, and cities such as Beijing, Fuzhou, and Inner Mongolia Erdos Resources have also successively launched related planning and construction work. In this regard, the latest research report released by Guolian Securities predicts that under the neutral expectation scenario, the value added of the intelligent networked automotive industry with road and cloud integration will increase by 729.5 billion yuan and 2.5825 trillion yuan in 2025 and 2030, respectively, with a compound annual growth rate of 28.8%. Vehicle manufacturers and suppliers of intelligent parts with leading intelligence are expected to benefit first. Secondly, the construction of intelligent roadside infrastructure is accelerating, driving the rapid growth of the RSU (roadside unit) market. As cloud control platforms are mainly deployed in private clouds, companies leading private cloud technology deserve attention. Finally, vehicle networking security is highly concerned, and it is expected to grow rapidly with the scale construction of pilot cities. (Star Daily)
国联证券：2030年智能网联汽车产业值增量超2.5万亿 年复合增速28.8%
Guolian Securities: The value added of the intelligent networked automotive industry is expected to exceed 2.5 trillion yuan in 2030, with a compound annual growth rate of 28.8%.
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