China's autonomous driving industry welcomes the "Golden Ten Years": the favorable policy continues to increase, and it will become the world's largest market in the future

"ROBOTAXI can carry people on the road!" "Unmanned delivery vehicle has been on the job"! "" The autonomous truck is driving on the high speed! "...

Since the construction of the high -level autonomous driving demonstration area in Beijing, this sound is endless. In fact, the "transcript" shown in the demonstration area is only a microcosm of the development results of my country's autonomous driving industry since the 18th National Congress of the Communist Party of China.

As a strategic emerging industry, autonomous driving is of great significance to the future development of the automotive industry. In the past ten years, the rapid development of China's automobile industry seized the new track, from policy support to regulatory guarantee, from technological innovation to industrial collaboration, from traditional car companies to technology companies ... Driving technology has launched a new industrial formation breakthrough.

CITIC Securities believes that autonomous driving is expected to solve many pain points such as improvement of labor costs, traffic safety, and driver shortages. Among them, the market space in the open scenes of the city is the largest. With the gradual improvement of laws and regulations, the continuous progress of the technology of autonomous driving enterprises, the gradual maturity of the upstream of the industrial chain, and the close cooperation between the downstream OEM and the scene party, the speed of autonomous driving may accelerate.

According to the Deloitte report, in the next 3 to 5 years, the intelligent and networking of automobiles will usher in a round of high -speed advancement. It is estimated that by 2030, Chinese -operated autonomous vehicles will reach 30 million vehicles. McKinsey believes that China is likely to become the world's largest autonomous driving market in the future. It is estimated that by 2030, new car sales and travel services related to autonomous driving will exceed US $ 500 billion (about 3.58 trillion yuan).

Photo source: Photo Network-400611433

Favorite policies continue to increase

Any scientific and technological innovation is inseparable from institutional innovation. In 2015, it has been regarded as the first year of autonomous driving. In May of that year, the State Council released "Made in China 2025". In the document, the development of intelligent connected cars was officially risen to the national strategic height, and driverless driving was listed as one of the important directions for the future transformation and upgrading of the automotive industry.

After that, the Ministry of Industry and Information Technology, the Development and Reform Commission, and the Ministry of Science and Technology have successively issued relevant policies to list autonomous driving cars as one of the key tasks, and proposed to accelerate the construction of autonomous vehicle regulations. Some opinions believe that the gradual release of these top -level design schemes has removed some obstacles for the development of the domestic autonomous driving industry, allowing the development of the industry to accelerate again.

In addition to national policy leadership, local governments are also very active in the development of the autonomous driving industry. More than 40 provinces and cities including Beijing, Shanghai, Guangzhou, Shenzhen, Chongqing, Henan, and Changsha have issued detailed management measures to achieve road testing, manned testing, demonstration operations to unmanned, and other stages. , And have established road testing and demonstration application policies to ensure that the industry is implemented.

In 2022, Shenzhen issued the "Regulations on the Management of the Shenzhen Special Economic Zone Intelligent Connected Automobile" (hereinafter referred to as the "Management Regulations"), and announced the relevant legislative plan. The "Management Regulations" carefully divided and explained the definition and power and responsibilities of Level L3 and above, and explained in detail to fill the legal gaps in domestic autonomous driving and intelligent connected cars.

"In the next step, we will continue to make overall development, adhere to the bottom line of public safety, and coordinate with management policies, technological innovation, standard system, test demonstration and other important standards for autonomous driving functional requirements, information security and other standards, and carry out timely development The pilot pilot to promote the development of the intelligent connected automobile industry can be stable and far away. "Xin Guobin, deputy minister of the Ministry of Industry and Information Technology.

At the same time, the Department of Science and Technology of the Ministry of Industry and Information Technology proposed in publicly soliciting the "Guidelines for the Construction of the Standard System of the National Vehicle Industry (Intelligent Connected Automobile) (2022 Edition)" (Draft for Soliciting Opinions). Driving assistance, self -driving key systems, network -connected basic functions and operating systems, high -performance computing chips and data applications related standards.

Regarding the development of the autonomous driving industry, Guo Shougang, deputy director of the Equipment Industry Department of the Ministry of Industry and Information Technology, believes that promoting the implementation of autonomous driving not only requires "the intelligence of the car", but also "the intelligence of the road", thereby achieving car road collaboration. From the perspective of the development of the autonomous driving industry, the country also gives the greatest support in infrastructure to accelerate the implementation of autonomous driving.

For example, the Beijing High -level Autonomous Driving Demonstration Zone will start construction of the 3.0 stage this year. Guangzhou City proposed that the existing facilities such as road traffic signal lights are intelligently upgraded and transformed, and an intelligent infrastructure of roads that integrate perception, communication, and computing capabilities are constructed.

It is said that from multiple angles such as digital transportation, infrastructure construction, intelligent connected vehicle development, intelligent connected standards, road testing, etc. to ensure the comprehensive development of autonomous driving, this policy guidance of "concentrated power to do major events" will undoubtedly be undoubtedly. It plays an important role in promoting the development of the autonomous driving industry.

Photo source: Photo by reporter Sun Lei (data map)

Players from all walks of life "together"

With the rise of a new round of technology and industry revolution, autonomous driving, as a high -level form of intelligent and connected development, has become a position for the automotive industry to compete. What is moving with policy support is that countless top technologies and talents, enterprises and capital have begun to pour into this gorgeous track. From the point of view of the timeline, the autonomous driving track has entered the budding period since 2013. In the following years, related investment and financing incidents increased year by year. In 2016, it entered a period of rapid development. In 2018, it reached its peak. There were 78 financing incidents, and the total amount of financing was as high as 8110 billion yuan.

In 2019, the autonomous track entered the trough period, but the transfer came. In 2020, although affected by the epidemic, the investment and financing amount in the autonomous driving field reached 43.63 billion yuan, an increase of 136.9%year -on -year. At the beginning of 2021, the popularity of the autonomous driving track continued. In the first three quarters, the investment and financing incident had reached 69 times, with a total investment and financing amount of 62.9 billion yuan, exceeding the 60 times of 2020 and the corresponding total of 43.63 billion yuan.

Founder Securities analyst Wang Ning believes that the increase in financing of the autonomous driving industry is to spread to the first -level market due to sufficient liquidity; on the other hand, after the development and application of autonomous driving technology, they have gradually obtained capital recognition and received Internet giants. The degree of importance of leading car companies has increased.

In terms of the number of enterprises, there are 5682 existing autonomous driving companies in my country. In the first half of 2022, my country's new autonomous driving related enterprises 201. In the past 10 years, the overall registration volume of autonomous driving enterprises in my country has shown an upward trend. Among them, in 2019, 1087 were newly increased, an increase of 12.64%year -on -year; 848 were newly increased in 2020, a year -on -year decrease of 21.99%; and a year -on -year increase of 1,130, a year -on -year increase of 33.25%.

At present, companies that lay out the autonomous driving industry are diversified. Not only are there of technology companies such as Didi and other travel service companies, Baidu such as Xiaoma Zhixing, Wenyuan Zhixing and other autonomous driving startups, as well as Weilai, Xiaopeng, ideal, etc. New energy vehicle companies, these companies choose to lay out in this field.

Picture source: Daily Economic News Map

Regarding the layout of the autonomous driving industry in various ways, industry insiders believe that autonomous driving is a comprehensive manifestation of artificial intelligence technology to empower the automotive industry, and it is also a sunrise industry with unlimited potential. The continuous evolution of automotive technology has brought new supply chains and formed a new opportunity window. Now is the opportunity for the reunion of various companies, and it is also a critical period for the digital transformation of relevant companies in the automotive industry.

Anxin Securities Research Report believes that autonomous vehicles will be the definer of the rules of the automotive industry in the future. Players of autonomous driving tracks have accelerated the pace of autonomous driving landing. Compared with traditional OEMs, autonomous driving companies have more advantages in algorithm and data. One.

At present, the autonomous driving industry chain is gradually forming. The upstream of the industrial chain is composed of software and hardware suppliers such as Hesai Technology, Xinchi Technology, and technical services and digital platform suppliers such as Microsoft. And Xiaoma Zhixing, Wenyuan Zhixing and other autonomous driving technology companies; endless terminal applications, including port, logistics, end distribution, Robotaxi, Robobus and other commercial application scenarios.

Commercial operations run at the forefront of the world

After 10 years of development, my country's autonomous driving technology has gone through the scientific and technological period, and the transition to the product period is being transitioned. The application of different scenarios is also accelerating the landing. The unmanned commercialization operations have also gradually expanded from the pilot of a single city and a single area to the nationwide. The commercialization applications of limited scenarios such as travel, mines, and ports are in the ascendant.

Take the driverless taxi in the field of travel as an example. In August 2022, the two Yangtze River town of Chongqing and Wuhan released the first batch of unmanned commercialization policies in the country, allowing autonomous driving companies Driving payment service. Baidu is also "top -up", and at the same time, it has won the qualifications of all unmanned commercial operations of the two cities.

Some analysts said that the commercialization of all unmanned driving in Chongqing and Wuhan's Shuangcheng not only means that the commercialization of autonomous driving has achieved a milestone break, and the first to open the road for the ultimate goal of completely unmanned. At the same time, it also means that China's autonomous driving has achieved surpassing other countries, and China's unmanned commercial operations run at the forefront of the world.

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Wang Dongwei, chairman of Zhongtai Capital Investment Management Co., Ltd., believes that China ranks among the top in the world in terms of autonomous driving technology research and development and application. The role of demonstration will also benefit car companies and technology companies actively invested.

It is understood that in addition to policy and industrial support, the advantages of technology and users have provided unique conditions for Chinese autonomous driving beyond other countries. COO Hou Jun, co -founder of Zhixing, believes that from the perspective of autonomous driving technology, the core three elements of artificial intelligence: algorithms, computing power, and data have developed rapidly, and the base point from quantitative change to qualitative changes at the moment.

In addition, the rapid development of the autonomous driving industry is also due to the improvement of smart vehicle penetration to a certain extent. IDC's "China Autonomous Vehicle Market Data Tracking Report" shows that the penetration rate of new cars in the passenger car market in the first quarter of 2022 reached 23.2%, and the entire market was in the stage of L2 -level autonomous driving to L3 autonomous driving development. Essence In terms of market acceptance and user confidence, China also has a better environment. According to the "2021 China Consumer Autonomous Driving Confidence Index Survey in 2021" released by J.D.Power, Chinese consumers have reached 50 points for autonomous driving technical confidence index, which is much higher than 36 points for American consumers.

Research from the McKinsey Future Travel Research Center also shows that Chinese consumers are willing to pay up to $ 4,600 for the purchase of autonomous driving cars, while the United States is only $ 3,900. Some people in the industry have said that Chinese consumers actively accept new technologies, stimulating the characteristics of continuous innovation in enterprises will promote the rapid development of autonomous driving technology, thereby building a self -driving ecosystem faster than other countries.

The industry believes that from 2020 to 2030, it will be the "golden decade" for autonomous driving. With the continuous improvement of policies and industries, and the acceleration of commercialization process, the Chinese autonomous driving industry is expected to lead the world's new round of scientific and technological innovation development directions in the "Golden Ten Years" in the future.

Daily Economic News

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