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The wind mouth is coming, who can catch the "splash of wealth"?

Recently, the Ministry of Industry and Information Technology (MIIT) and other five departments officially issued the Notice on Announcing the List of Pilot Cities for Intelligent Networked Vehicle "Vehicle, Road and Cloud Integration" Application, identifying 20 cities (consortiums) as the pilot cities for intelligent networked vehicle "vehicle, road and cloud integration" application, and Nanjing was successfully selected as one of the first pilot cities for application. Nanjing was successfully selected as one of the first batch of pilot cities.

The wind mouth of intelligent networked vehicles has come, who can catch the "sky rich"? An article to bring you a deep understanding of the relevant technology and industry chain.

01

BikeSmart Drive has been commercially rolled out

High-order Smart Driving still needs to improve on the ground

The single-vehicle intelligent autonomous driving technology represented by Tesla's Autopilot (FSD) has now been successfully commercialized and promoted in North America. Tesla utilizes multiple cameras and neural networks to achieve advanced driver assistance functions and continues to break through technical challenges, including algorithms, road testing, cloud computing, data labeling, simulation training and system software.

Its FSD V12 version optimizes parameters for Autopilot with video data and employs an end-to-end integration strategy that improves performance and reduces costs, while leveraging the latest deep learning technology to achieve direct mapping from perception to decision-making.The FSD V12 version has begun commercial rollout in North America, and on April 24, 2024, Tesla announced that FSD users have accumulated more than approximately 1.3 billion miles, marking the entry of Tesla's Autopilot technology into the scale application stage.

With all the favorable support, China's intelligent driving penetration rate is also speeding up.In 2023, the penetration rate of L2 level (automatic driving) in China's passenger cars reached 47.3%, and exceeded 50% from January to May 2024, with some functions approaching the level of L3 level intelligent driving.

Domestic urban navigation-assisted driving technology (NOA) has flourished in recent years, becoming a hotspot in the field of intelligent driving. The Gaijin Automotive Research Institute predicts that by 2025, the number of vehicles equipped with urban NOA functions in China will exceed 3 million.This market trend is considered to be an important milestone in the development of intelligent driving technology, which enhances the level of vehicle intelligence and provides vehicle companies with new competitive advantages and data training methods. Domestic urban NOA technology is in a rapid development stage, and several vehicle companies are actively investing to promote the popularization and application of this technology.Currently, autonomous driving is categorized into single-vehicle intelligent autonomous driving (Autonomous Driving, AD) and vehicle-road cooperative autonomous driving (Vehicle-Infrastructure Cooperated Autonomous Driving (VICAD) two technology routes.

Among them, AD mainly relies on the vehicle's own vision, LIDAR and other sensors, computing units, and wire control systems for environment sensing, computational decision-making, and control implementation. and road, and vehicle and human with different degrees of information interaction and sharing (i.e., network interconnection), and covers different degrees of automated vehicle driving (i.e., vehicle automation), as well as considering the synergistic optimization problem between vehicles and roads (i.e., system integration).Through vehicle automation, network interconnection and system integration, a vehicle-road cooperative autonomous driving system is finally constructed.

According to the news released by the Ministry of Industry and Information Technology (MIIT) on June 4, 2024, nine automobile manufacturers, including BYD, GAC, Azera, SAIC, and FAW, have been approved to enter the pilot program for the access and on-road passage of intelligent networked vehicles, and have become the first batch of automobile enterprises to carry out the pilot program for on-road passage of L3 automated vehicles in the country. These companies cover the three major categories of passenger cars, buses and trucks, showing the breadth and diversity of the pilot program.

The implementation of this pilot will be divided into five phases, including pilot declaration, product access pilot, road access pilot, pilot suspension and withdrawal, and evaluation and adjustment.This means that although these companies have passed the initial selection process, whether the actual self-driving features can be mass-produced and passed on the road will need to undergo further testing and evaluation.With the advancement of pilot work, L3-level autonomous driving technology is expected to realize wider application and development in the coming years.

2

Vehicle-Circuit Collaboration Policies Promote Industry Construction

Bidding intensive release accelerates industry development

In recent years, China's vehicle and road coordination policies continue to help accelerate industrial development, related policies involving intelligent transportation, car networking and other areas, the government continues to introduce policies and regulations to match the needs of the construction of a modernized economic system, to the development of the vehicle and road coordination industry to bring a better policy environment. Among them, intelligent transportation will further play an important supporting role of the "new infrastructure"; Telematics policy mainly focuses on vigorously promoting the construction of Telematics infrastructure, commercialization and application, related 5G and V2X and other high-tech development, information security and other aspects.

On July 3, the Ministry of Industry and Information Technology and other five departments jointly announced a list of pilot cities for the application of intelligent networked vehicles "vehicle, road and cloud integration", Beijing, Shanghai, Chongqing, Ordos, Inner Mongolia Autonomous Region, Shenyang, Liaoning Province, Changchun, Jilin Province, Nanjing, Suzhou, Wuxi, Jiangsu Province, Hangzhou, Zhejiang Province -Tongxiang - Deqing consortium, Hefei City, Anhui Province, Fuzhou City, Fujian Province, Jinan City, Shandong Province, Wuhan City, Hubei Province, Shiyan City, Changsha City, Hunan Province, Guangzhou City, Shenzhen City, Guangdong Province, Haikou - Sanya - Qionghai consortium in Hainan Province, Chengdu City, Sichuan Province, and so on. 20 cities (consortiums) were selected, marking that the "Vehicle-Road-Cloud Integration" has entered a new stage of large-scale development on the ground.Pilot applications in different levels and types of cities will help promote the wider application of "Vehicle-Road-Cloud Integration" and provide practical experience and data support for its nationwide promotion.

The bidding for "vehicle, road and cloud integration" has been released intensively, and the industrial construction is speeding up. It is expected that the subsequent 20 application pilot cities (consortium) will release the corresponding "vehicle, road and cloud integration" planning and start construction, the whole industry will enter the project intensive landing stage.

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