New energy speed speed up promotes industrial integration, industry talks about future new changes in future travel: car companies, suppliers and platforms must do the "iron triangle" to build the industry's stable bottom line

Right now, the automotive industry has turned from the "electrified" competition in the first half to the "intelligent" contest in the second half. Autonomous driving has also become a keyword for future travel. It will be born in catalyzed new business models and promote further development of the new travel field. At the same time that the new development opportunities came, the impact of the epidemic on the travel market still occurred from time to time.

Faced with this situation, almost all industry practitioners are thinking. Where will the travel market go? What kind of change will we usher? On July 15th, the "2022 Maxima MAAS Salon" hosted by the Daily Economic News, invited Ji Xuehong, director and professor of the Automotive Industry Innovation Research Center of North China University of Technology, Ji Xuehong, and Cai Lihong, executive vice president and chief strategy officer of Yizhi, Wang Qiufeng, deputy general manager of BAIC New Energy and President of Jihu Auto, Zhong Ming, vice president of T3, Cheng Xiuyuan, vice president of Qingzhou Zhihang Business, Zhou Jing, vice president and chief staff of Yitong Technology change.

At the same time, the Daily Economic News and Tencent Motors jointly launched the "2022 Autonomous Driving Taxi Intent Questionnaire (hereinafter referred to as the questionnaire) to investigate Studies and put forward new thinking.

In Yongchuan City, Chongqing, passengers take the Baidu Apollo autonomous driving travel service car Xinhua News Agency

The rapid development of automobile intelligence

In the context of the rapid development of new energy vehicles, autonomous driving technology has also ushered in the opportunity to develop rapid development. At present, many domestic autonomous driving companies have opened Robotaxi's commercial operation.

However, according to this questionnaire, only 12.8%of users know Robotaxi very well; 46.8%of users do not understand Robotaxi; the proportion of users with general understanding of Robotaxi is 40.4%. From the results, the public's understanding of ROBOTAXI is still in a preliminary stage, and 92.6%of users have not taken ROBOTAXI. However, among users who have experienced Robotaxi, even more than 90%of users are satisfied with Robotaxi and are willing to recommend it to others.

Where is the main problem that plagues users using Robotaxi? The questionnaire shows that 89.4%of users believe that technical security issues are the main factor that plagues the use of Robotaxi. Especially after the accident in Robotaxi, the division of responsibility has become the focus of attention.

Among the respondents of this questionnaire, 52.3%of users believe that autonomous driving software technology companies should be responsible for the accident; 12.8%of users believe that the travel platform should be responsible for the accident; Equipment manufacturer) Responsible for the accident.

In addition to security factors, 34%of users believe that the price of ride is the issue that it cares about when considering using Robotaxi. For users, half of them want Robotaxi's price to be similar to traditional online ride -hailing; 19.1%of users want Robotaxi to be 50%or less cheaper than traditional taxis; 6.45%of users can accept Robotaxi than traditional taxis prices than traditional taxis prices About 30%; and 8.5%of users don't care about the price.

Although many users currently do not know much about Robotaxi and are worried about technical security issues, users have recognized Robotaxi's prospects. The questionnaire results show that 41.5%of users are optimistic about the development prospects of Robotaxi and believe that it will be more popular than ordinary taxis.

The trend of customization of online car ride

The 49th "Statistical Report of China's Internet Network Development Status" released by the China Internet Information Center (CNNIC) shows that as of December 2021, the number of users in my country reached 453 million, an increase of 87.33 million from December 2020, accounting for accounting The overall netizens 43.9%. As of December 31, 2021, a total of 258 online car rental platform companies across the country obtained the operating permit for online car rental platforms, with an increase of 3 month -on -month.

“其实网约车的上半场才刚开始，因为出行最基本的需求还有极大的空间等待满足。”在钟鸣看来，不管是在乘客端，还是司机端，亦或是双方之间， There are many splits, and the effect of the network has not been really played.

He believes that in the era of industrial Internet, we need to deeply cultivate the travel market, and use Internet technology to use information interconnection to generate benefits, which may lead the era of industrial Internet, because both users and drivers have already used Internet consumption habits.

The competition pattern of travel market has quietly changed. Ji Xuehong said: "At present, the market share of online car rental platforms such as T3 travel, Cao Cao travels is growing rapidly, of which T3 travel has occupied about 10%of the market share."

Under the new change, Zhong Ming believes: "The competition between major platforms will focus on refined operations. In addition, as oil prices rise, it will have a great impact on the changes in the power structure of the platform. It will accelerate the electric vehicle on fuel vehicles on fuel vehicles. The alternative process. "

Ji Xuehong also believes: "With the popularity of electric vehicles, the advantages of its operating costs will be further played, and more and more online car drivers are also willing to choose electric vehicles for daily operations. The more obvious comes. "There are many possibilities in the new trip in the future

As of the end of June this year, my country's new energy vehicles have exceeded 10 million units, and the electrification process is rapidly promoting in the automotive field, which has also provided a variety of possibilities for the development of new travel in the future.

"Among our operating vehicles, the proportion of electric vehicles is close to 20%." Cai Lihong said that in various travel scenarios, users are more concerned about costs, so they will choose to lay out the layout according to the road conditions and use scenarios in different regions, as well as the use scenarios. Electric vehicles are still fuel cars.

The changes in the travel market not only reshape the travel platform, but also a transformation and reshaping for car companies. Wang Qiufeng said: "We must realize that the future of travel may not be controlled by a single industrial role. The division of labor in the healthy travel industry must be clear. I think car companies must grasp vehicle manufacturing experience and technical strength, suppliers to master key components With the resources of the industrial chain, the travel platform must be combined with massive travel data and operating experience. In the future, only the three parties will realize the integration of the technical resources data platform to form a 'iron triangle' to build a solid bottom line for the entire travel industry. "

At present, the automotive industry has shifted from the "electrification" competition in the first half to the "intelligent" contest in the second half. The rapid development of new energy vehicle technology has also brought new changes to the field of new travel. "Electric smart cars will provide a broad imagination space for travel experience." Zhou Jing believes that the right to speak in the automotive industry is continuously enhanced. As the industrial participation deepen, technology companies that provide core platform technology around smart travel technology are There will be a lot of promise.

In addition, with the promotion of new technologies to the field of travel, the development process of Level -level autonomous driving has become the focus of attention in the industry. Cheng Xiuyuan is cautious and optimistic about the mass production progress of L4 -level autonomous driving function. He believes that in the next five to ten years, L4 -level autonomous driving can achieve large -scale landing, because hardware and software are available, and large -scale verification applications can be performed.

Daily Economic News

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