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Shenzhen and Jinan will launch driverless buses.

According to Shenzhen News Network, Shenzhen Bus Group plans to promote 20 self-driving buses in Qianhai this year. Among them, the fifth branch of the bus group has been approved to open and operate four self-driving bus routes including the B998 line; after the lines are opened, citizens can make online reservations through the "Shenba Travel" applet.

It is reported that four approved autonomous driving bus lines, including the B998 line, are expected to be officially opened at the end of July, with a fare of 1 yuan.It is reported that this will be the first autonomous driving bus route operated by a bus operator in Shenzhen.

Not only Shenzhen, but Jinan will also launch driverless buses in the near future. According to China Shandong Net, on July 14, the first driverless bus introduced by Jinan officially started map collection. Jinan has introduced a total of 4 driverless buses this time. After the first driverless bus completes the map collection, it will conduct preliminary work such as 240 hours or 1,000 kilometers of road testing, and will enter the demonstration application stage after meeting the requirements.

On July 3, the Ministry of Industry and Information Technology and other departments jointly released a list of pilot cities for the application of "vehicle-road-cloud integration" of intelligent connected vehicles. A total of 20 cities (consortiums) were selected, including Shenzhen, Jinan and other cities.

Unmanned driving is accelerating in the field of public transportation

Recently, Baidu's "LuoBoKuaiPao" has become popular on the Internet, and driverless cars in the field of public transportation have once again attracted social attention. It is reported that the number of orders for "LuoBoKuaiPao" driverless online car-hailing cars in Wuhan has increased significantly, which shows the huge potential of driverless cars in the field of public transportation.

At present, "LuoBoKuaiPao" has opened manned test operation services in 11 cities, and has carried out fully unmanned autonomous driving travel service tests in Beijing, Wuhan, Chongqing, Shenzhen, Shanghai and other places.

In terms of policy, major cities have given great support to driverless cars in the field of public transportation.

Recently, Beijing has publicly solicited opinions on the "Beijing Autonomous Driving Vehicle Regulations (Draft for Comments)", which intends to support the use of autonomous driving vehicles in urban public electric bus passenger transport, online car-hailing, car rental and other urban travel services.

During the 2024 World Artificial Intelligence Conference, Shanghai issued the first batch of demonstration application licenses for driverless intelligent connected vehicles.

As early as 2022, Shenzhen issued the "Regulations on the Management of Intelligent Connected Vehicles in Shenzhen Special Economic Zone", and has issued a total of 1,037 road testing and demonstration application notices to 349 intelligent connected vehicles from 19 companies.

According to statistics, as of the end of March this year, about 20 provinces and cities across the country have issued policies and regulations related to autonomous driving, and test application projects have been frequently implemented. A total of more than 20,000 kilometers of test roads have been opened and the total test mileage has exceeded 70 million kilometers.

AVIC Securities stated that intelligent networking and vehicle-road-cloud are developing in a coordinated manner. With the continuous implementation of vehicle-road-cloud projects, the safety and efficiency of autonomous driving are expected to improve, while providing a large amount of data support for intelligent driving models. At the same time, the application scenarios of unmanned vehicle operations are being rolled out, and the commercialization process is expected to accelerate.

Guotai Junan Securities believes that the initial success of the "Carrot Run" business model may trigger social attention and discussion on autonomous driving, and autonomous driving is expected to become the main market theme in the coming months.

15 driverless concept stocks

Half-year report expected profit

According to Securities Times Databao statistics, in the A-share market, as of July 15, 22 driverless concept stocks have released semi-annual performance forecasts. Based on the lower limit of net profit, 15 are expected to make a profit and 7 are expected to make a loss.Daotong Technology, Ruiming TechnologyPerformance doubled.

Daotong TechnologyThe net profit attributable to shareholders of the parent company in the first half of the year is expected to be approximately RMB 380 million to RMB 400 million, up 101.03% to 111.62% year-on-year; the performance growth is mainly due to the company's increased expansion of market channels for new energy business, and continued cost reduction and efficiency improvement to improve profitability.

Sharp TechnologyThe net profit attributable to the parent company in the first half of the year is expected to be about 121 million yuan to 135 million yuan, up 100.48% to 123.67% year-on-year. It is worth noting that Ruiming Technology is located in Shenzhen. The company independently developed and launched L2 and L2+AEBS solutions for buses and taxis in 2023, which are now in use in cities such as Shenzhen.

Jinyi TechnologyThe net profit attributable to the parent company in the first half of the year is expected to be approximately RMB 15.55 million, up 90.06% year-on-year; the performance growth is mainly due to the company's active market development and continuous improvement of the company's market competitiveness and profitability. Jinyi Technology is also located in Shenzhen. In the field of vehicle-road-cloud integration, the company is responsible for the construction of 81 intersections in Pingshan District, and pioneered the "camera + radar + radio frequency" multi-source fusion perception, which has the ability to perceive traffic in all areas, all times, and in all quantities.

Statement: All information content of Databao does not constitute investment advice. The stock market is risky and investment should be cautious.

Editor: He Yu

Proofreading: Yang Shuxin

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