The new car-making movement that began in 2014 has been running wildly for 8 years, and the intelligence and electrification of cars are driving the digitization and intelligence of China's urban construction. The new car-making movement is the government to set up a stage, private capital influx, and led to a far-reaching wave of private capital entrepreneurship from the electric vehicle industry chain to the intelligent driving industry chain, the current government for the roadside construction force, promote the road coordination, through smart city investment, to undertake the commercialization of intelligent driving investment, the new car movement and the new city movement to achieve a perfect continuation.
Wen 丨 wisdom driving network Huang Huadan
After promoting China to become the world's largest electric vehicle market, with the rise of intelligent driving, after establishing a Chinese plan for the coordinated development of bicycle intelligence and vehicle roads, an urban upgrading movement will be detonated in 2022, which we may as well call it a new urban construction movement.
On March 25, Yang Hongyi, deputy director of the Department of Urban Construction of the Ministry of Housing and Urban-Rural Development, revealed at the 8th China Electric Vehicle 100 Forum 2022 on the 25th that at present, 16 cities across the country have been selected as the "double wisdom" pilot of intelligent networked vehicles and smart city infrastructure, and the next step will start from "one city, one standard" to promote the co-construction and mutual recognition of relevant standards between 16 cities and continuous improvement.
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What is dual-intelligence collaboration?
The complete expression of "dual-intelligence coordinated development" of this year's hot is to provide intelligent infrastructure and application scenarios for the development of intelligent networked vehicles with smart cities, and intelligent connected vehicles to provide traction and digital terminals for smart city construction.
On the one hand, intelligent networked vehicles need cities to provide application scenarios and test environments to continuously improve iteratively, and urban road intelligent facilities need to provide sensory information to improve safety support;
On the other hand, smart cities can give full play to the mobile perception advantages of intelligent networked vehicles, cooperate with intelligent transportation infrastructure, better solve urban traffic congestion, and improve the efficiency and level of urban management.
Yang Hongyi said that in the past year, Beijing, Shanghai, Guangzhou, Wuhan, Changsha and Wuxi have been selected as the first batch of dual-intelligence pilots, and Chongqing, Shenzhen, Xiamen, Nanjing, Jinan, Chengdu, Hefei, Cangzhou, Wuhu and Zibo are the second batch of dual-intelligence pilot cities.
From the intelligent car to the smart road to the smart city, behind this seemingly simple and natural linear approaching development, in fact, there are many detours, in terms of top-level design, in the past, the car, road, and city were divided into different departments, which intersected each other, but also had constraints on each other.
Today, the government has promoted the construction of smart cities for many years, and finally found a breakthrough in adapting to the autonomous driving scenario of smart cars.
Starting from the construction of smart cities by automobiles, and then with the improvement of new infrastructure in smart cities, the landing of unmanned driving is promoted, and the two form a symbiotic model.
Kong Lei, deputy director of the Administrative Committee of the Beijing Economic and Technological Development Zone and director of the Beijing High-level Autonomous Driving Demonstration Zone Office, said:
"In the future, the car will become a mobile intelligent terminal, a computing power center and a distributed energy source. The change of these three attributes determines that the car will evolve into an important node of the smart city, and will have important connections and interactions with government investment, infrastructure construction and management rules. ”
It can be said that around the line of intelligent cars, around unmanned driving is the core design of smart city construction in the "double wisdom" pilot.
Kong Lei believes that intelligent terminals are directly related to the ICT industry, have software-defined characteristics, and mobile computing centers need vehicle, edge, and cloud collaborative computing, and need management and technical support. At the same time, the car, as a mobile distributed energy source, will interact with the traditional energy system. These changes will drive the reshaping of the relationship between automobiles and cities, changing the government's future investment model and management methods.
Simply put, dual-intelligence construction will eventually change the government's urban governance model.
At present, "double wisdom" cannot yet be called a national strategy, but it is tried throughout the country in a pilot model.
In terms of management structure, it is jointly led by the Ministry of Housing and Urban-Rural Development and the Ministry of Industry and Information Technology.
How effective has this pilot been in practice over the past year?
Yang Hongyi concluded that the "double wisdom" pilot work has achieved initial results.
He introduced that the "double wisdom" pilot has directly driven industrial upgrading and economic development in various places, provided a digital model for urban planning, construction and management, and provided new ideas for improving mass travel and effectively solving urban traffic congestion. By realizing the efficient collaboration of people-vehicle-road-cloud-map-network, the efficiency and safety of traffic operation are improved.
At the level of specific citizen perception, in Changsha, after the opening of the country's first smart customized bus line for commuting scenarios, the travel time was shortened by an average of 13.3%, and the peak punctuality optimization rate reached 80%, effectively improving the commuting efficiency of citizens.
In the Beijing Economic Development Zone, citizens can experience the commercial operation of self-driving taxis; at the same time, the quality and efficiency of regional intelligent traffic management have been realized, and the information control dynamic optimization of single-point trunk road has been realized, the average delay rate of vehicles at single-point adaptive intersections has dropped by 28.48%, the length of vehicle queues has dropped by 30.3%, the wasted time of green lights has dropped by 18.33%, and the delay of green wave road vehicles on 4 double-line trunk roads has been reduced by more than 16%, which has greatly improved the efficiency of people's daily travel.
In addition, through the holographic perception of intersections, pedestrians and non-motorized vehicles can be accurately counted, providing a decision-making basis for the deployment of police forces, and autonomous vehicles can use visual perception to complete inspection work in the daily driving process to realize the detection of the operation of roadside facilities such as illegal parking, violations and traffic light failures.
This part can be said to reduce the cost of government management.
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Will the dual-intelligence pilot trigger a new round of city-building movement?
For the construction of double wisdom, the management regards it as a system project, involving the transformation and construction of urban transportation infrastructure, the research and development, upgrading and promotion and application of intelligent networked vehicles, and also includes new industries such as big data operation, artificial intelligence, and information consumption.
At the same time, the double wisdom pilot provides a digital model for the planning, construction and management of the city, and the pilot city gathers multi-level dynamic and static data through the construction of the Checheng network platform, one network through the overview, one network unified management, and realizes the intelligent management of infrastructure, environmental governance, urban transportation, public services, disaster prevention and emergency response by digital means.
These formulations are highly consistent with the "moderately advanced infrastructure investment" that has been increasingly publicized since last year.
Will this year's high-profile, double-intelligence pilot trigger a new round of city-building campaigns?
In other words, will it trigger a new round of investment boom?
Before answering this question, it is necessary to understand another question, that is, will Shuangzhi empty the wallet of the local government?
In his speech at the 100 People's Meeting, Yang Hongyi mentioned the current scale of investment in pilot cities, saying:
"The investment of each city in the construction of shuangzhi has exceeded 100 million yuan, which provides new opportunities for upstream and downstream enterprises in the relevant industrial chain, and also provides an opportunity for each city to develop related industries and exert the agglomeration effect."
In other words, the current investment scale of each pilot city is 100 million yuan.
For the first- and second-tier cities selected for the pilot, such an investment scale is not large.
However, in addition to the sixteen pilot cities, there are also some cities that are promoting vehicle-road coordination and intelligent transportation construction, such as Hengyang, Hebi City and the vehicle-road collaboration company Mushroom Car Union reached a cooperation shows that a total investment of about 500 million yuan, a total investment of about 300 million yuan.
From another point of view, the investment scale of the double wisdom pilot, 100 million yuan is the starting point.
However, as far as the current stage is concerned, whether it is vehicle-road coordination or dual-intelligence construction, it is in the investment stage in the short term, and it is difficult to produce obvious economic benefits.
Let's take Yizhuang and Changsha as examples to look at their inputs and outputs.
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The first batch of pilot cities Beijing and Changsha in the past year
In September 2020, Beijing launched the construction of a networked cloud-controlled high-level autonomous driving demonstration zone.
The 1.0 stage of the high-level automatic driving demonstration area completed the construction of intelligent network infrastructure with a total length of 12.1 kilometers of urban roads + 10 kilometers of highways, and innovated the first "multi-pole integration, multi-sensor integration, multi-box integration" intelligent network standardized intersection construction scheme in China.
The construction of the 2.0 stage focuses on the core area of the economic development zone of 60 square kilometers and a total of 305 intersections to achieve full coverage of intelligent networked road infrastructure, and the infrastructure construction and equipment installation have been completed, and the joint commissioning test and function optimization are underway.
The high-level autonomous driving demonstration area took the lead in releasing a number of innovative policies such as morning and evening peak tests, highway tests, unmanned tests, and pilot projects for the commercialization of travel services.
A total of 225 intelligent network test license plates have been issued, including 120 passenger car test number plates, 86 unmanned delivery vehicle body codes, 4 highway test number plates, and 15 unmanned road test number plates. The demonstration area participated in the autonomous driving test mileage of enterprises exceeded 3.24 million kilometers, accounting for more than 70% of the city.
Yesterday (March 29), the Beijing High-level Autonomous Driving Demonstration Zone announced its test scope.
In terms of commercialization of application scenarios, the demonstration area has opened a pilot project for the commercialization of autonomous driving travel services.
Unmanned delivery scenarios have realized the actual operation of fresh distribution and express delivery, and are gradually expanding the scope of application. Scenes such as unmanned retail, autonomous police patrols, microcirculation connections and park rovers have also approached the public.
In Changsha, Hunan Province, led by the Changsha Traffic Police Department, Tencent, together with ecological partners such as Xiangjiang Intelligent and Xidi Intelligent Driving, jointly created the country's first intelligent networked customized bus route for commuting scenarios.
Active buses take precedence over the latest intelligent networking technology, with buses taking the initiative to issue priority commuting requests to intersection traffic lights.
Thanks to the C-V2X national standard, it has millisecond-level delay, centimeter-level positioning, over-the-horizon perception and other characteristics, although the bus may not be visible in corners and corners, but the bus will tell you when to arrive, speed and acceleration, and whether it is heavy loaded.
The priority of the large number of people is high, the priority of the small number of people is low, the punctuality rate is not given priority, and the late point is given priority.
In the first half of 2021, Changsha's customized two bus lines applying the active bus priority system actually saved an average of 27.5% compared with the commuting time of private cars according to the map recommendation lines, saving 30% compared with the same ordinary bus commuting time, and about 24.7% of passengers were originally traveled by private car, and now because the bus priority is faster, they will take the bus to travel. The result is a significant reduction in traffic pressure and a reduction in carbon emissions.
According to the Calculation of Changsha Low Carbon Center, if more than a few thousand vehicles in the city are completely transformed, the annual carbon emissions saved will reach 2.5 million tons.
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Dual smart entry point and multi-bar in one
From the perspective of the above two pilot cities, from the perspective of alleviating traffic, travel efficiency has indeed been greatly improved, which has practical significance for urban residents, but it will not generate real income for the government or investors.
There is still time for the popularization and application of sanitation and logistics scenarios such as intelligent networked vehicles, autonomous vehicles, unmanned sweepers, and unmanned trucks.
Whether it is vehicle-road coordination or dual-intelligence construction, it is a long-term investment, which will increase the financial burden of the city.
At present, Shuangzhi Construction has two small entry points: smart poles and intelligent networked vehicle test road demonstration areas.
Guo Shougang, deputy director of the First Department of Equipment Industry of the Ministry of Industry and Information Technology, said:
Beijing is accelerating the construction of "multi-pole" intelligent infrastructure, and plans to complete the transformation of more than 300 intersections in 60 square kilometers of Yizhuang core area by the end of the year; Wuhan is accelerating the construction of the Checheng network platform relying on the landing of intelligent infrastructure, and other cities have also launched a lot of good experience.
While promoting the pilot work of double intelligence, we are also accelerating the promotion of road test demonstration of intelligent and connected vehicles. Up to now, the country has opened more than 5,000 kilometers of open test roads, more than 10 million kilometers of safety testing, and driven the transformation and upgrading of intelligent roads for more than 3,500 kilometers.
Compared with the test road demonstration area, the smart light pole that can directly pull investment and achieve economic benefits is quickly becoming the most widely used and most practical equipment, and an emerging industry is also taking shape.
Today's smart light poles integrate many functions, including energy business (such as charging piles), public safety (such as monitoring), multimedia functions (such as electronic screens), environmental monitoring (such as monitoring components), wireless communication (such as 5G), smart transportation (such as parking monitoring) and the most basic lighting (such as LED lamps) and so on.
This also makes the competition in the field of smart light poles particularly fierce.
Including Huawei, ZTE, Inspur, Hikvision, Ali, Tencent, Dahua, SenseTime, Megvii, Lenovo, Haier and other technology brands that can be called smart light poles have smart light pole related businesses.
In addition, it also includes a group of vertical players with strong professional capabilities, such as Huati Technology, Aike Shares, Tailong Shares, Mingjiahui and so on.
▲ Winter Olympics wisdom light pole
At this year's Beijing Winter Olympics, the smart street lights around the core competition area were connected to video surveillance, street lamp energy-saving controllers, traffic signs, traffic lights, wireless WiFi, LED information displays, new energy charging piles, solar photovoltaic power generation energy storage devices and many other Internet of Things smart devices.
Huati Technology tailored 2539 "wisdom trees" for the Winter Olympics, which solved the public service needs of lighting, security, transportation and parking management around the competition area.
Behind a wisdom pole, there has been an influx of multiple players, it can be said that today China's Internet technology giants have entered the car road coordination and dual wisdom construction.
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The giants have all entered the market
Vehicle-road collaboration and dual-intelligence construction have given many technology companies in the field of automatic driving to see the opportunity to land their business models.
Whether it is Robotaxi, or RoboBus, or through the sale of intelligent driving solutions to OEMs, for many autonomous driving companies there is a real problem of supplementing cash flow, the uncertainty of the business model, and not willing to become a supplier of OEMs, vehicle-road collaboration and dual-intelligence construction allow these technology companies to have a real buyer: local government.
Because of the buyers, BAT, as well as Huawei, and self-driving startups have begun to join the track.
In fact, at the beginning of the concept of smart city, the above companies have launched complete smart city digital solutions, such as the smart city solution launched by Baidu Smart Cloud, the "WeCity Future City" solution released by Tencent Cloud, Huawei's smart city solution and Ali's ET City Brain, which should be based on the cloud and pay more attention to improving the digital management level of the city.
The heat of vehicle-road collaboration and dual-intelligence construction is making these companies focus on the road and focus on the city, below, the intelligent driving network will sort out these technology companies and their solutions:
First, Baidu Apollo Air
In 2016, Baidu laid out the full-stack research and development of vehicle-road collaboration, and was one of the earliest companies in the autonomous driving industry to lay out vehicle-road collaboration.
In 2018, Baidu officially opened up the Apollo vehicle-road collaboration program, opened Up Baidu Apollo's technology and services in the field of vehicle-road collaboration to the entire industry, and became the first open-source vehicle-road collaboration program in the autonomous driving industry.
On May 13, 2021, at the 3rd Academic Salon held by the Intelligent Industry Research Institute (AIR) of Tsinghua University, Baidu and the Intelligent Industry Research Institute of Tsinghua University released Baidu's latest technology route in the field of vehicle-road collaboration - the Apollo Air Plan.
Apollo Air technology can realize vehicle-road-cloud information interaction without vehicle-side sensors, only with the help of lightweight perception at the end of the road and traffic light information, and by using wireless communication technologies such as V2X and 5G to enable automatic driving.
In two batches of 16 pilot cities, Baidu has participated in the dual-intelligence construction of many cities, including providing road infrastructure systems, providing technology products related to the city network, and exploring other fields.
For example, in the Beijing High-level Autonomous Driving Demonstration Zone, Baidu participated in the intelligent construction of infrastructure at 305 intersections, helping to solve problems that could not be solved by bicycle intelligence such as ghost probes, occlusions, and traffic lights.
At the same time, the new road infrastructure can also serve the optimization of information control. Traditional information control optimization relies on many experts to tune in, because there is no way to obtain data in real time. Now, the roadside data can perceive all events in real time at full flow, and good results can be obtained by optimizing the events, and the efficiency of 20% is optimized in Yizhuang.
2. Tencent Digital Road
In November last year, at the Tencent Ecological Conference Smart Transportation Session, Tencent Smart Transportation released digital road products to comprehensively help the smart upgrade of major tracks such as smart high-speed, intelligent network connection, urban transportation and travel services.
"Digital roads are vehicle-road synergistic, holographic twins of digital transportation infrastructure, like roads, including pavement foundations, smart facilities and application scenarios." Xie Jianjia, vice president of Tencent Smart Transportation, said, "The road surface is a traffic cloud, a traffic map. Smart facilities include converged perception, real-time twins, pan-V2X vehicle-to-road collaboration, and traffic open platforms. ”
At the same time, in order to solve the penetration rate problem faced by the existing vehicle-road collaboration and make full use of the existing road infrastructure, Tencent has also created a pan-V2X vehicle-to-road collaboration service.
Through 4G, 5G, C-V2X, ETC-X and other access methods, Tencent Pan V2X can distribute and share information from different sources such as information control system, roadside system, mobile terminal/vehicle terminal and traffic weather, provide data support for various traffic information services, and realize the circulation of data information in the traffic system.
In addition, in terms of data sharing and protection, Tencent proposed the logic of interconnection, which is mainly reflected in logical unification, physical isolation, and controllable permissions, that is, stripping out the public parts of the infrastructure to form an intermediate architecture, so that every participant can feel the security of data and enjoy the value of participating in data sharing.
Examples of practice include:
In Tianjin Xiqing, tencent has worked with many ecological partners to help realize the interconnection of the underlying infrastructure in the pilot area of application-driven construction.
As well as in Liangjiang, Chongqing, Tencent started from MaaS and C-end applications, and at the same time realized the access and integration of multiple cloud control platforms in the field of digital twin cockpit, helping the local government to build the first carbon-neutral demonstration area in the western region.
In November 2021, Xidi Intelligent Driving and Tencent jointly released a white paper on precision buses. Including mini programs, big data, and mini program push provided by Tencent Cloud can maximize the amplification of bus priority technology to the entire city-level smart city transformation.
3. Huawei innovates vehicle-road collaboration
At Huawei Full Connect 2020, Huawei, together with Qiming Information Technology Co., Ltd. and Beijing Tumeng Technology Co., Ltd., released the "Innovative Vehicle-Road Collaborative Joint Solution" to give full play to the advantages of the three parties, realize the synergy of "vehicle, road, and people", and accelerate the development of intelligent transportation with holographic perception and active management.
Through the integrated design of "sense, connection, computing and control", the innovative vehicle-road collaborative joint solution creates a Chinese urban-level + product-level + industrial-grade smart road. Intelligent application of AI devices to achieve holographic perception, interconnection of all things and self-intelligent control of intersections.
4. Ali "2038 Super League"
In 2018, at the annual Yunqi Conference, Alibaba announced the upgrading of the automotive strategy, regarded vehicle-road synergy as the strategic development direction of the next two decades, and established the "2038 Super Alliance", which includes the Highway Institute of the Ministry of Communications, the State Grid, China Unicom, FAW Group, SAIC Roewe, Intel, Ford Motor, DPCA Automobile, Datang Telecom Group, etc.
At the same time, Baidu, Tencent, Huawei, and Alibaba also have many layouts in the field of cloud computing services for vehicle-road collaboration. The cloud can manage each edge cloud through the network, realizing the collaboration of the central cloud and the edge cloud in resources, security, applications, and services.
For the technology companies that have entered the game, as well as pilot cities, Yang Hongyi revealed:
In the next step, we will further make good use of the "double intelligence" pilot platform, be guided by the needs of cities and citizens, and combine the industrial base and needs of cities to experiment with more application areas. Starting from the "point" of technical research and application scenario innovation, it is gradually refined into the "surface" of the policy system. Starting from "one city, one standard", we will promote the co-construction, mutual recognition and continuous improvement of relevant standards between 16 cities, and promote the results of standards to the whole country after maturity.
In terms of application scenarios, from the perspective of the people's sense of gain, it has been applied in scenarios such as intelligent networked buses and safe driving of commercial vehicles in terms of intelligent auxiliary driving safety. In specific scenarios such as sanitation and logistics, help driverless people start to land on a large scale, and accelerate the development of intelligence, networking, electrification, and sharing. In the construction of "double wisdom" cities, we should build a fusion perception system for urban roads, buildings and public facilities to support the application of intelligent networked vehicles and improve urban behavior, create a 5G+C-V2X smart travel "car city network" platform, and promote the coordinated development of smart cities and intelligent networked vehicles.
In the full text, we have repeatedly juxtaposed vehicle-road collaboration with dual-intelligence construction, and the reason is that the vehicle-road collaboration demand derived from intelligent vehicles is being incorporated into the dual-intelligence construction.
The two are already two sides of the same coin in the eyes of the government in terms of industry.
What kind of city will we live in when the construction of the two wisdoms is completed?
Chen Shanzhi, deputy general manager of China Information and Communication Technology Group and director of the expert committee, described the vision as follows:
In the future, the urban system will also change, the parking spaces in urban centers may be reduced, road planning will be more reasonable, urban infrastructure will be digitized, and even the overall urban planning will undergo great changes. So as to promote economic development, business model innovation, energy consumption reduction, and full utilization of resources. From the perspective of citizens, the city, and the economic and social perspective, the urban spatial layout will be different from today, and the urban construction will be more intelligent.
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Tesla: The butterfly of 2014
From the intelligence and electrification of the car to the urban construction around the rearrangement of intelligent driving, which should not have been expected by investors and entrepreneurs who joined the new car-making movement.
The new car-making movement began in 2014, when Tesla had just entered China, and the first eight owners lined up to receive their Model S keys from Musk.
The eight owners include Li Xiang, who was also the president of Autohome at the time, and Yu Yongfu, who co-founded UC Univision with He Xiaopeng.
In the same year, WEILAI and Xiaopeng Automobile were founded; in 2015, Ideal Automobile was established.
A new car-making movement that began to change the direction of China's auto industry and entrepreneurship has been in full swing since then.
Eight years later, the intelligence and electrification of automobiles began to drive the digitization and intelligence of China's urban construction.
Electric vehicles have achieved a point-to-surface transformation of Chinese society.
For this possible new city-building movement, the intelligent driving network believes that it is very different from the new car-making movement.
The new car-making movement is the government to set up a stage, private capital influx, and led to a far-reaching wave of private capital entrepreneurship from the electric vehicle industry chain to the intelligent driving industry chain, and the current government takes the initiative to go down for the roadside construction, promote vehicle-road coordination, through smart city investment, to undertake the commercialization of intelligent driving investment, from a logical point of view, the new car-making movement and the new city-building movement have achieved a perfect connection.
However, it remains to be seen whether the investment efficiency will achieve the effect of the new car movement.
The clever way, of course, is to open up investment, allow private capital to enter, and prevent a single investment by the government.
【Pay attention to the electric vehicle evaluation video number "Electric Lab"】