Major listed companies in the industry: At present, the listed companies in the domestic intelligent and connected vehicle industry mainly include NavInfo (002405), Haige Communications (002465), Kailong Hi-Tech (300912), Huayu Automobile (600741), iFLYTEK (002230), SAIC (600104), etc.
The core data of this paper: the industrial chain of the intelligent networked automobile industry and the industrial chain of the intelligent networked automobile industry
Panorama of the industrial chain of the intelligent networked automobile industry: vehicle manufacturing is an important part
Intelligent networked vehicle technology development and application is the mainland's scientific and technological innovation to support the construction of an important part of the construction of a transportation power, from the perspective of the industrial chain structure of intelligent networked vehicles, the upstream industries of the intelligent networked automobile industry are: perception system manufacturing industry, including camera manufacturing industry, radar manufacturing industry and high-precision map and positioning system design industry; Control system manufacturing industry, including algorithm design industry, chip manufacturing industry and operating system supply industry; Communication system manufacturing industry, including electronic and electrical architecture manufacturing industry and cloud platform design industry.
The midstream industry chain industry has an execution system manufacturing industry and a vehicle manufacturing industry, and the execution system industry includes the design and manufacturing industry of ADAS system, intelligent central control and voice interaction.
The downstream of the industrial chain is mainly for the development, testing and operation of the industry, including the development and testing industry, travel service industry and logistics service industry.
From the perspective of the panorama of the intelligent networked automobile industry chain, the intelligent networked automobile industry chain covers many enterprises in the Internet industry and the automobile industry, and mainland domestic enterprises have completed the layout in many links of the industrial chain. In the intelligent networked vehicle industry chain, the representative companies in mainland China include Zhongke Chuangda, Desay SV, Luchang Technology, iFLYTEK, Aoshuo Technology, Neusoft Group, etc.
Regional thermal map of the industrial chain of the intelligent and connected automobile industry: the distribution of enterprises in Guangdong Province is concentrated
From the perspective of the overall distribution of enterprises in the industrial chain of intelligent and connected vehicles in the mainland, the distribution of enterprises related to the industrial chain is mainly in Guangdong Province, followed by Jiangsu Province and Hubei Province. In general, the intelligent networked automobile industry chain enterprises are mainly distributed in economically developed areas, and are directly related to the distribution of automotive enterprises and automotive electronics, artificial intelligence and other enterprises.
From the perspective of the distribution of representative enterprises in China's intelligent and connected vehicle industry chain, representative enterprises are densely distributed in Guangdong Province, Beijing Municipality and Shanghai Municipality, and there are also a certain number of distributions in Jiangsu Province and Zhejiang Province. Representative enterprises in Guangdong, Beijing and Shanghai basically cover the complete industrial chain, but in comparison, Beijing and Shanghai have more Chinese headquarters of foreign companies.
The intelligent and connected automotive industry represents the scale of enterprise revenue
At present, among the listed enterprises that have laid out intelligent networked vehicles, there are mainly Internet companies, traditional automobile manufacturing enterprises and suppliers of intelligent networked automobile parts and systems. Among the traditional automobile enterprises, SAIC Motor's automobile sales business revenue scale leads.
The intelligent and connected automotive industry represents the latest investment trends of enterprises
Since 2020, the investment trends of representative enterprises in the intelligent connected vehicle industry mainly include expanding their business, increasing capital through subsidiaries, and signing cooperation agreements with other companies to invest in intelligent and connected vehicle projects. The latest investment trends of representative enterprises in the intelligent and connected automobile industry are as follows:
The above data refers to the Prospective Industry Research Institute's "China Intelligent Connected Vehicle (ICV) Industry Development Model and Investment Strategic Planning Analysis Report", and the Prospective Industry Research Institute also provides industrial big data, industrial research, industrial chain consulting, industrial map, industrial planning, park planning, industrial investment attraction, IPO fundraising and feasibility study, IPO business and technology writing, IPO working paper consulting and other solutions.