When it comes to unmanned driving, we have to talk about the "intelligent cockpit" that has been very popular recently, and when it comes to intelligent cockpits, it is inseparable from the help of artificial intelligence.
From the perspective of the function of the intelligent cockpit, it can be roughly divided into two categories, one is voice intelligence, that is, under the role of large models, car voice assistants can achieve "human-like" communication, and the other is driving intelligence, relying on the data at that time, you can get the refined map at that time to achieve cabin and driver integration. According to the prediction of relevant institutions, by 2025, the penetration rate of China's intelligent cockpit will exceed 75%, becoming the main track for the development of the automotive industry.
Artificial intelligence can be said to be an indispensable part of unmanned driving, at present, artificial intelligence branch applications are more computing power, computer vision, intelligent voice, automatic control technology, etc., you can focus on the direction of the branch.
To this end, I will select 5 core concept stocks and take a look together.
The first one: Gaohong shares
The company's vehicle networking business has first-mover technology advantages, launched the world's first C-V2X commercial module, released the world's first batch of C-V2X commercial vehicle terminals and roadside equipment, has achieved mass production of C-V2X vehicle-level modules, iteratively developed core product series such as vehicle terminals and roadside equipment, and has an industrial chain from modules, terminals to overall solutions, creating industry-leading safe and credible Internet of Vehicles system solutions.
The second one: Kangsheng shares
The company is mainly engaged in the research and development, production and sales of refrigeration pipelines and accessories, new energy vehicles, and unmanned driving prototypes have been delivered.
The third company: Koyo shares
The company actively participates in the innovation and upgrading of domestic and foreign auto parts and the simultaneous development and joint design of lightweight parts, successfully replacing imports and realizing localized mass production, among which the by-wire chassis parts belong to the executive components of intelligent driving of new energy vehicles and future-oriented automatic driving.
The fourth company: Haun Automobile and Electric
The company's products are a collection of software, algorithms, optical design and hardware in one of the vehicle camera system, vehicle video driving recording system and ultrasonic radar system, of which the vehicle camera system and vehicle video driving recording system belongs to hand visual perception, ultrasonic radar system belongs to ultrasonic perception, these products can be applied to assisted driving, ADAS and other intelligent driving systems.
The fifth: the first dark horse of "unmanned + artificial intelligence", or will be the next medium horse transmission
(1) The company has good technical reserves in sensor perception fusion technology, trajectory and vehicle speed planning technology and vehicle control technology. In addition, we will cooperate with Huawei on maps and technologies related to autonomous driving.
(2) The stock price is close to the highest waist, the market value is less than 10 billion, the recent yang is more yin and less yin, the average line is long arranged, the chip single peak is dense, there is little trapping above, MACD has just entered the golden cross on the water, the weekly and monthly lines also stand on the trend line, and a new round of main rising is about to start. Interested friends click my avatar, and you can know by believing "hello", not flat #stock finance##股票交流#