New kinetic energy in the Bay Area, new industry in Shenzhen. At the end of December 2021, the Southern Metropolis Daily launched a deep survey of new industries in the Bay Area, focusing on new technologies, new manufacturing, and new industries, and launched a series of new economic reports to find new momentum and new growth poles for the economic development of the Bay Area.
Related reports are detailed in the special topic: In-depth Investigation of New Industries in the Bay Area
At the two sessions of the National People's Congress, smart cars have once again become a topic of concern for the deputies and members. Baidu founder Robin Li, Xiaomi founder Lei Jun, GAC Chairman Zeng Qinghong, SAIC Chairman Chen Hong, etc., have proposed the development of autonomous driving, lack of core short electricity, energy supplement network, automotive data security and other related aspects.
With the in-depth development of 5G, AI, cloud computing, Internet of Things, "three electricity" and other technologies, traditional cars have accelerated their transformation to the direction of electrification, intelligence, networking, and sharing (referred to as "four modernizations"), and intelligent networked vehicles are accelerating into the public's vision. Insight into the industrial trend behind the intelligent car, following the Nandu New Industry Research Group into BYD, on March 4, the research team once again came to the Shenzhen Automobile Research Institute of Beijing Institute of Technology (hereinafter referred to as "Beili Deep Automobile Institute") located in Pingshan High-tech Zone, focusing on how Shenzhen grasps the opportunity of overtaking in the century-old automotive industry history in the era of intelligent and connected vehicles.
Nandu New Industry in-depth research video
Shenzhen Automotive Research Institute of Beijing Institute of Technology.
In the research discussion, Sun Chao, secretary general of the Strategic Advisory Committee of the Beijing Institute of Deep Automobile and director of the Intelligent Decision Technology Research Department, said that for a long time, the mainland's automobile industry was in the stage of following the run. However, since new energy vehicles have been valued by the state and continuously accepted by the world, China has gradually been in the stage of running side by side in the field of new energy vehicles and abroad. More than half of the world's electric vehicles are sold in China, more than 60% of the world's lithium battery production capacity is in China, and China's electric vehicles are also going abroad. "How to lead the way from running to the front in the future and leading the development of the global new energy automobile industry?" This becomes an important proposition for us. ”
With an investment of 20 billion yuan, The Sino-Innovative Aviation Power Battery and Energy Storage System Project landed in Huadu, Guangzhou.
As a highland of scientific and technological innovation in the mainland, Shenzhen is an important pole in the field of intelligent and connected vehicles. Shenzhen enterprises represented by BYD, Huawei, Tencent, etc., have cut into the track of smart cars from their respective perspectives.
As a national-level electric vehicle engineering laboratory, beili shen automobile institute in Pingshan High-tech Zone drives the integration of production, education and research, and jointly promotes the industry forward.
There is no distinction between the old and new forces in the "car-making fever"
The "four modernizations" capability is reconstructing the core competitiveness of car companies, and reform is nurturing new opportunities
Times are changing, and the automotive industry, which has experienced a century of development, is also in the midst of tremendous changes. From the perspective of new domestic car-making forces, after the first half of the battle in 2015, the three new car-making forces of Weilai, Xiaopeng and Ideal have risen successively, and emerging forces such as Nezha Automobile and Weima Automobile are also close behind.
In the past 2021, the word car manufacturing has also frequently appeared in the new business of many technology Internet companies, such as Huawei, Tencent, Baidu, Xiaomi, DJI and other technology Internet companies, which have cut into the car-making track from their own perspectives, and are trying to redefine traditional cars and set off a "car-making fever" in the industry.
Xinhua News Agency photo, Shanghai, April 19, 2021 Shanghai Auto Show opened New energy models attract attention On April 19, Huawei and BAIC cooperated in the "Polar Fox Alpha S Huawei HI Edition" new energy vehicle unveiled at the Shanghai Auto Show.
Nan Jinrui, deputy director of the Automotive Network Technology Research Department of Beili Shenzhen Automobile Institute, pointed out in the exchange forum that the safety and comfort of the car as an extension of the living space have always been the focus of car companies. In the midst of a once-in-a-century automotive industry revolution, the innovation of new technologies has made existing industrial standards and processes face new challenges.
Launching an offensive against the traditional automobile industry is the new car-making forces represented by Weilai, Xiaopeng and Ideal, as well as the technology and Internet companies that have successively entered the game. In the research discussion, the participating experts pointed out that the introduction of Internet thinking has brought faster iteration speed, better user experience, and stronger marketing capabilities to the automotive industry, and has also made it possible to define cars by software and algorithms.
However, Sun Chao believes that throughout the history of the automobile industry in the past century, there is actually no distinction between new and old forces, and every 10 years, a new group of enterprises have come into being by riding the east wind of industrial upgrading. For example, SAIC Motor, which was founded in the 1980s, GAC Motor, which was founded in the 1990s, AND Automobile, which was born in 2003, and so on.
Xinhua News Agency photo, Guangzhou, October 15, 2021 The 130th Canton Fair resumes offline exhibition This is a BYD new energy vehicle photographed at the 130th Canton Fair (taken on October 15).
With the vigorous development of new energy vehicles, the "four modernization" capabilities are reconstructing the core competitiveness of car companies, compared with traditional engines, gearboxes and other technologies, "three electricity" (battery, motor, electronic control) technology reduces the technical threshold of car manufacturing, so that more enterprises can participate.
Nan Jinrui believes: "Change means that there is an opportunity to overtake in curves, there is an opportunity to refine into gold, and every time the automotive industry changes, there will be new enterprises standing on the stage." Whether it can stand firm, the technical level, user experience, product quality, marketing means are indispensable. If you want to stand out, quality is the key to victory. ”
The "four modernizations" reform is giving birth to a trillion-level market
The vehicle investment window is closing, and new opportunities are emerging for domestic substitution in the industrial chain
Although the past 2021 is considered to be the "first year of the landing of autonomous driving", the current development of high-grade autonomous vehicles in the mainland still faces many problems such as not being able to enter the market, not being able to be licensed, not being able to operate charges, and being difficult to determine the responsibility for accidents. It is also necessary to further break through the policy bottlenecks that are incompatible with the development of technology and industry, and stimulate innovation capabilities in the field of automatic driving.
Xu Chaoqiang, an information technology researcher at the Shenzhen Venture Capital Innovation and Investment Research Institute, asked in the discussion of the in-depth research, how to view the landing scenario and maturity of future autonomous driving technology? What are the potential investment opportunities?
Sun Chao believes that in the field of automatic driving, the mainland is still facing the dilemma of lack of chips and software, and there are a lot of opportunities for domestic substitution. At the same time, the "Chinese solution" of vehicle-road coordination, starting from the roadside, road testing equipment will give birth to the next huge market - smart roads. In the landing scenario of automatic driving technology, the landing application of L4 in parks, unmanned mines, ports and other scenarios is worthy of attention.
"At present, the main restrictions on the landing of automatic driving are technology, standards and trust, L5 level to achieve complete unmanned is still more ideal, bicycle intelligent L4 level will be closer to us." Wang Bo, chief engineer of automatic driving in the intelligent decision-making technology research department of Beili Shenzhen Automobile Institute, said that to achieve complete automatic driving, it is also necessary to overcome the trust between people and the system, is the system responsible, or is it safer to drive it yourself?
Xinhua News Agency photo, Beijing, October 20, 2021 Beijing launches "unmanned" road test for autonomous driving On October 19, driverless test vehicles drove on a test section in Yizhuang, Beijing.
In the "14th Five-Year Plan for the Development of the Digital Economy", it is proposed to "encourage the development of an intelligent economy and steadily promote autonomous driving". Different from the path of foreign bicycle intelligence, China has proposed the "China Plan" of vehicle-road collaboration to create a system that integrates vehicles, roads and clouds.
Wang Bo believes that the "Chinese solution" for autonomous driving to achieve vehicle-road coordination requires not only smart cars, but also smart roads. At present, car companies are more inclined to the path of bicycle intelligence and grasp autonomy in their own hands. At the same time, there is no clear plan for who pays for the equipment invested in the roadside.
As a representative of experts from the venture capital community, Xu Chaoqiang judged from the perspective of investment that the window period for vehicle investment in the current car-making track is closing. Not only are traditional car manufacturers doing electrification transformation, but also technology Internet companies are also building cars in the field, and the new forces of car manufacturing "Wei Xiaoli", including Nezha, Weima and other emerging car-making forces, there are not too many opportunities for the whole car. However, since the end of last year, the lack of cores has had a very large impact on automobile production capacity, which also shows that the mainland is still facing the embarrassing situation of card neck in the upstream core component field. In the future, in the industrial chain links such as automotive semiconductors, sensors, and high-computing chips, more domestic alternative investment targets can be discovered.
"In addition, there is a very important trend in the car at present, that is, software-defined cars, whether it is self-driving algorithms, or these software companies, we will also look for more investment opportunities." Xu Chaoqiang said that the current market size of automatic driving is still in a relatively early stage of development, and if the L4 and L5 levels of automatic driving are fully implemented in the future, the potential market size must be trillion-level.
Planner: Wang Ying
Coordinator: Li Ying
Written by: Nandu reporter Cheng Yang intern Bai Hongguo
Video: Chen Jiaxin Deng Jiajun