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Driven by the wave of digitalization, intelligent transportation, as an important part of urban intelligent construction, is developing rapidly around the world. "Intelligent cars" and "intelligent roads" may jointly play the main theme of future intelligent transportation.

In recent times, cities such as Beijing, Shanghai, Guangzhou and Shenzhen have actively laid out the field of "vehicle-road-cloud integration", intelligent driving has accelerated into the "large-scale implementation" stage, and the intelligent transportation network with Chinese characteristics has continued to improve.

Building a dense national intelligent transportation network

At the beginning of July this year, the Ministry of Industry and Information Technology and five other departments identified 20 cities (consortiums) as pilot cities for the application of "vehicle-road-cloud integration" for intelligent connected vehicles in accordance with the relevant requirements of the "Notice on Carrying out Pilot Work on the Application of "Vehicle-Road-Cloud Integration" for Intelligent Connected Vehicles".

"Vehicle-road-cloud integration" is based on the intelligent autonomous driving of a single vehicle. With the help of C-V2X and 4G/5G communication technology, it organically links transportation elements such as people, vehicles, roads, and clouds, forming an all-round coordinated cooperation between vehicles, roads, clouds, and people, meeting the application needs of autonomous driving vehicles of different levels, and achieving the development goals of optimizing autonomous driving single vehicles and optimizing the overall traffic situation.

It is understood that vehicle-road-cloud has many advantages such as low per-vehicle cost and marginal cost, strong perception capability, and high degree of intelligence. It can make up for the shortcomings of per-vehicle intelligence in perception, data, computing power, etc. The two complement each other and jointly help realize true autonomous driving.

With the support of the "vehicle-road-cloud integration" system, cars will no longer be isolated individuals, but nodes that interact with roadside equipment and cloud servers in real time.

my country's major cities have recently stepped up efforts to build "vehicle-road-cloud integration". The announcement of the pilot cities will accelerate the transition of intelligent driving from "small-scale testing and verification" to the "large-scale implementation" stage, accelerate the popularization and commercialization of high-level intelligent driving, and further build a dense intelligent transportation network with Chinese characteristics.

First-tier cities including Beijing, Shanghai, Guangzhou, and Shenzhen, as well as provincial capitals such as Wuhan, Hangzhou, Chengdu, Hefei, and Jinan are actively promoting it. Relying on relevant test demonstration areas, these cities are constantly improving the construction of road, cloud and other infrastructure, and gradually forming cases of "vehicle-road-cloud integration", accumulating practical experience and data for the promotion of "vehicle-road-cloud integration" across the country.

Innovative technologies have achieved remarkable results and helped build smart transportation

It is worth mentioning that the application of intelligent connected vehicles in the current "vehicle-road-cloud integration" is progressing steadily and has achieved good results.

Relevant data show that as of the end of July, the country has built 17 national-level intelligent connected vehicle testing areas, 7 vehicle networking pilot areas, and more than 32,000 kilometers of open test roads, with a test mileage of more than 120 million kilometers. More than 8,700 intelligent roadside units have been deployed in various places, and related work such as the construction of cloud control basic platforms has been carried out in many places.

As my country's "vehicle-road-cloud integration" application pilot work gradually advances, it is expected that more cities will start related project construction in the future. Referring to the construction scale of cities such as Beijing and Shanghai, the development prospects of "vehicle-road-cloud integration" are quite impressive.

In the process of promoting the implementation of related technologies, many listed companies have also played an active role and are expected to continue to benefit in the future.

Qiming Information (002232.SZ)'s integrated vehicle-road-network-cloud-map solution has realized the integration of transportation elements such as vehicles, roads, networks, clouds, and maps. By building a traffic control network, a monitoring and management platform, a big data cloud control platform, etc., it can provide an integrated solution for future travel services.

King Long Motors (600686.SH)'s driverless technology includes high-precision positioning, intelligent perception, decision-making planning and control execution, etc. Its products, Apollo autonomous driving buses and 6601G autonomous micro-circulation buses, have been put into commercial operation in many cities.

The "Tunnel Operation Monitoring and Management Integrated Platform" developed by Guizhou-based KES Co., Ltd. (603458.SH) mainly includes comprehensive business management subsystem, communication management platform subsystem, tunnel subsystem interface development and docking, visualization demonstration subsystem, emergency dispatch subsystem, data analysis and decision-making subsystem, etc. It is understood that the platform has been implemented in the G352 Line Damoya Tunnel.

The ETC gantry monitoring and operation and maintenance platform launched by Kanshe Co., Ltd. can effectively help improve the monitoring of highway networks, provide an effective tracking basis for the inspection of overloaded vehicles, toll-evading vehicles and vehicles in abnormal status, and efficiently and quickly realize the management, inspection, tracking and recovery of tolls for abnormal vehicles.

In addition, KES has also undertaken the construction of the provincial monitoring platform for the Guizhou Provincial Highway Meteorological Station Network. The project has improved the highway traffic meteorological monitoring, early warning and forecasting system, improved the monitoring and early warning level in freezing weather, and enhanced the emergency response capabilities and public service level for freezing emergencies. It can be said that the platform has effectively promoted the construction of the "one network" system for meteorological monitoring of highways in Guizhou Province.

Guizhou Hankes Intelligent Technology Co., Ltd., in which Kanshe shares a stake, is a world-leading autonomous driving startup. The company is committed to creating sustainable smart cities and can also make technological contributions to the construction of intelligent transportation.

Hot concept stocks took over and led the gains

From the market perspective, driverless concept stocks have performed strongly since July. The leading stock Dazhong Transportation (600611.SH) started to rise from its first daily limit on July 10, and its share price soared all the way until it hit a new high on August 5 before it began to adjust.

However, during the adjustment period of leading stocks, Qiming Information, StarNet Yuda, King Long Automobile and other stocks have gradually strengthened, maintaining the popularity of the concept of driverless cars. In recent trading days, Kanshe shares have also benefited from the continued fermentation of the concept and have achieved four consecutive daily limits.

In its research report, BOC International pointed out that with the implementation of "vehicle-road-cloud integration" projects in various regions, companies in the relevant industry chain may benefit in the long term, including roadside units, vehicle terminals, communication modules and network equipment, high-precision positioning, radar, sensors, edge computing, cloud management and control platforms, security encryption and other infrastructure suppliers. It is recommended to pay attention to target companies in the field of intelligent transportation information construction that have implemented projects or applied for cities.