·Automobile intelligent network will open the trillion market

The 2017 Shanghai Auto Show is in full swing, creating a series of records from the exhibition area, the number of exhibition vehicles, as well as concept cars, new energy vehicles, and the number of world premieres. The reporter learned here that in the direction of development, Chinese and foreign auto companies "report the same thing and do the same thing." Intelligent and networked provides a historic opportunity for Chinese autos to catch up and catch up. Development Opportunities. At the same time, the intelligent network has also opened up new demands in the automotive market, and it is expected that the future will be a trillion-dollar market. The industry believes that new technologies such as electrification, intelligence, and networking are improving the core competitiveness of Chinese auto brands.

At this Shanghai Auto Show, Internet car manufacturers entered the market with an unprecedented attitude. A large number of emerging Internet car companies, such as Weilai Auto, Yundu Auto, Singular Auto, and Promo, which have not been known before, or still exist in the concept stage, have begun to intensively join their own products to the past. Exhibition of traditional car companies. More importantly, many products are no longer the concept of a prototype or model, but a production model that will be put on the market.

The Weilai Auto and 11 auto products appeared at the Shanghai Auto Show, including the EP9, the electric sports car that won the first season of the FE, and the concept car EVE. It is also planned to be released this year, and the ES8 will be available for mass production. Li Bin, the founder of Weilai Automobile, said that although many of the founders of Weilai have an Internet background, everyone likes to call Weilai an Internet car manufacturer, but in any form, it cannot break the basic laws of the car.

This "new" is not only reflected in emerging companies, but also in traditional enterprises. At the Shanghai Auto Show, the old car company Mercedes-Benz launched a new generation of S-Class sedan and A-class concept car. In addition to all the traditional advantages of Mercedes-Benz, it is equipped with many fully upgraded intelligent interconnection functions, which outlines Mercedes-Benz. Clear autopilot blueprint.

Cai Che, chairman of the board of Daimler AG and global president of Mercedes-Benz Automotive Group, said that in 2016, Mercedes-Benz released the strategy of “thinking the future”, taking electricization, autonomous driving and intelligent interconnection as the future vision of Mercedes-Benz. And the direction of development.

Wu Yingqiu, a senior expert in the automotive industry, said that the use of smart internet technology has become the standard for cars. Even when there is no big screen, I am embarrassed to say that it is a new car. China’s automobile industry is in a need for new forces, and it will come. The more obvious the arrival and rise of this power. New technologies and new demands are rapidly changing people's traditional perceptions of cars. The management methods, production methods, circulation methods and usage methods of automobiles are undergoing earth-shaking changes.

This change is also bringing historic opportunities to Chinese auto companies. Through interviews and investigations, the reporter noted that in the fields of intelligence, networking and electrification, the focus of Chinese and foreign auto companies and technology research and development are consistent. In this respect, the gap between Chinese and foreign companies is not in the traditional engine, transmission and other aspects. So big, in some respects Chinese companies are still at the leading level.

Xu Heyi, chairman of Beijing Automotive Group, said that in the first quarter of this year, the concentration of Chinese brand cars broke out, and the growth rate of production and sales increased steadily. The market share reached 45%, accounting for half of the domestic market. As the country's attention and support for the development of the autonomous automobile industry continues to deepen, the self-owned brand cars will break through and the road to development will become increasingly broad. The application and research and development of new technologies such as electrification, intelligence, and network integration are improving the core competitiveness of Chinese brand vehicles and realizing the fundamental transformation from large to strong.

At the same time, with the application of intelligence and networking has become an important consumer demand, the development around this aspect has also brought a new round of investment boom.

In the first quarter of this year, Beiqi Investment and Beiqi New Energy of BAIC Group joined hands with many industry partners to establish a “Bai Peng·China New Energy Automobile Industry Development Fund” to promote the improvement of the entire new energy industry.

The in-depth report of the Great Wall Securities on the intelligent direction of the automotive industry believes that the demand for automatic assisted driving technology by domestic vehicle manufacturers is urgent, and the automatic assisted driving industry chain is likely to break out in the next few years, or will bring a trillion-level market. opportunity. Ultrasonic radar, millimeter wave radar, car camera, human-computer interaction, and unmanned, high-precision maps all contain huge investment opportunities.

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