Smart car development strategy drafting work started

Smart cars will usher in a special industrial innovation development strategy. Meng Min, spokesman of the National Development and Reform Commission, revealed on the 15th that China has launched the drafting of the national smart car innovation development strategy, which will clarify the strategic direction, development goals, main paths, key tasks and safeguard measures for the development of smart cars in China in the future. The strategy proposes an immediate action plan to ensure early and orderly implementation.

According to the "Liberation Daily" report, the Chinese industry standard "Super Capacitor Electric City Bus Power Supply System" led by Shanghai enterprises has been transformed into the national standard of Israel. This is the first time that the technical standards of China's electric vehicle industry have been adopted directly by developed countries. Supercapacitor buses produced in accordance with the above standards are already in Tel Aviv, Israel's second largest city. These buses are produced by Shanghai Aowei Technology Development Co., Ltd.

Comment: Until now, this is the only industry standard recognized by overseas markets for the development of new energy vehicles in China. Supercapacitors have the advantages of high power density, short charge and discharge time, long cycle life, and wide operating temperature range. As an auxiliary power facility, super capacitors have broad application prospects in new energy, transportation services, military and other fields. Once the car and other applications are opened, the market will usher in a rapid outbreak. With the rapid growth of the supercapacitor market, the demand for supercapacitor chemicals is increasing day by day, but there are still relatively few manufacturers of supercapacitor electrolytes and electrolytes in China. Jiangsu Guotai (002091) is the largest domestic supplier of electrolytes to enter the high-end lithium battery supply chain. The main products of the holding subsidiary Guotai Chaowei include supercapacitor electrolyte and electrolyte, etc. The draft "Organic Electrolyte Specifications for Supercapacitors" drafted by the company passed the national industry standard examination and approval meeting. This is the first industry standard in China's super capacitor materials. Xinzhuo (002480) holds a 51% stake in Shanghai Aowei Technology, an Israeli supercapacitor bus manufacturer.

Smart cars will usher in a special industrial innovation development strategy. Meng Min, spokesman of the National Development and Reform Commission, revealed on the 15th that the drafting of the national smart car innovation development strategy has been initiated to clarify the strategic direction of the industry development in the next period and accelerate the establishment of a standard system. While drafting a programmatic strategy for the development of the smart car industry, the National Development and Reform Commission will also establish mandatory standards for the aspects affecting vehicle safety and information security.

Meng Hao also said that it is necessary to concentrate on superior resources and build an innovation platform. Specifically, under the guidance of the state, the market-oriented operation mode is used to condense key enterprises in automobile manufacturing, network communication leading enterprises, electronic information leading enterprises, key scientific research units, universities and colleges, financial institutions, and advanced manufacturing industry investment funds. Multi-party forces, as soon as possible, will form a market entity that can lead the independent development of smart cars and form a national smart car innovation development platform.

Moreover, we must focus on core technologies and strengthen scientific research. "We will increase our support and break through core technologies in key areas, including smart car systems and components, in-vehicle intelligent operating systems and computing platforms, high-precision maps, Beidou high-precision positioning, 5G networks and telematics, a new generation of artificial intelligence, and large Data cloud control infrastructure, intelligent transportation infrastructure and security management facilities to meet the requirements of high-level smart car applications." Meng said.

Comment: In the automobile era under the background of intelligent and big data, the automobile products themselves will no longer be the main profit points of the car enterprises. The customized services carried on the automobile products and the behavior information generated by the users when using the services will be Become the biggest profit factor in the future automotive ecosystem. Big data is driving the transformation of the manufacturing industry into a service industry, which will form a huge market. Wanan Technology (002590) On March 1 this year, the “Intelligent Networking Auto Independent Innovation Standard Research Base” was unveiled at the company, which is a high recognition of the company's intelligent network driving technology. The company's Advanced Driver Assistance System (ADAS) is the industry leader, and its layout has been improved in the three ports of the perception, decision and execution layers. The company has also entered the fields of wireless charging and car networking for electric vehicles through fixed-income and equity participation. Lu Chang Technology (002813) is an important strategic partner of Baidu's Apollo Ecology. It has been cultivating for a long time in the field of intelligent driving and unmanned driving. It closely follows the latest developments in the industry in terms of technical reserves and product layout.

Recently, Baidu map smart signal light research and decision platform launch will be held in Baidu Science and Technology Park. With the travel big data and artificial intelligence technology, Baidu Map customized the first city light control intersection road condition monitoring platform for the Beijing Municipal Traffic Management Bureau to realize the minute-level discovery of traffic signal junction congestion, real-time alarm and active processing, and optimize the urban road use efficiency. At the same time, Baidu map and Beijing traffic signal system have realized a large-scale "second-level data intercommunication", providing a basis for the Traffic Management Bureau to adjust the signal lights in time.

Comment: This is the first time that the domestic city traffic police signal system is connected with the Internet platform, laying the foundation for the comprehensive exploration of innovative demonstrations in the field of national signal lights. Yinjiang Co., Ltd. (300020) focuses on urban transportation intelligentization and other fields. It mainly provides customers with various urban traffic management application systems such as urban traffic intelligent management and control integrated platform system and urban traffic intelligent induction system. The comprehensive competitiveness ranks first in the country. Subsidiary Zhitu Technology is one of the largest Internet map data providers in China, and Baidu is an important customer of the company. Yihualu (300212) takes the self-developed integrated command platform system software ATMS as its core competitiveness and business entry point, and has relevant basic application system products in various sub-areas of intelligent traffic management.

The General Office of the State Council issued the "Guiding Opinions on Further Stimulating the Effectiveness of Private Investment in Promoting the Sustainable and Healthy Development of the Economy" on the 15th, from in-depth promotion of the reform of "distribution management", supporting the innovation and development of private investment, encouraging private capital to participate in PPP projects, and reducing business operations. Costs and other aspects to start, further boost private investment. The opinion puts forward that it is necessary to increase the opening up of infrastructure and public utilities, support social capital parties with high private equity share to participate in PPP projects, establish a reasonable return mechanism for PPP projects, and promote asset securitization of PPP projects.

Comment: The organization believes that the trend of the recovery of PPP projects since the second quarter is very obvious. Considering the fall in economic data in August, it is expected that PPP will accelerate in the second half of the year. In addition, the NDRC will make efforts to promote the PPP model in the key work in the second half of 2017, and the scale of PPP is expected to continue to expand rapidly. Company: Lingnan Garden (002717), liberal arts garden (002775), Oriental Garden (002310) and other PPP orders are sufficient, and the first three quarters of pre-increased growth rate of more than 50%.