信息服務(wù)行業(yè)跟蹤報(bào)告：“車路云”產(chǎn)業(yè)觀察（5）：公路水路交通基礎(chǔ)設(shè)施數(shù)字化轉(zhuǎn)型升級(jí)示范區(qū)域名單公布城市車路云一體化快速推進(jìn)

“車路云”產(chǎn)業(yè)觀察（5l公路水路交通基礎(chǔ)設(shè)施數(shù)字化轉(zhuǎn)型升級(jí)示范區(qū)域名單（第一批）公布。根據(jù)交通部官網(wǎng)7月25日消息，交通運(yùn)輸部、財(cái)政部近期組織開(kāi)展了2024年公路水路交通基礎(chǔ)設(shè)施數(shù)字化轉(zhuǎn)型升級(jí)競(jìng)爭(zhēng)性評(píng)審工作。經(jīng)過(guò)評(píng)審，擬納入支持范圍的公路水路交通基礎(chǔ)設(shè)施數(shù)字化轉(zhuǎn)型升級(jí)示范區(qū)域名單（第一批）分別為：北京市“路城一體”公路交通基礎(chǔ)設(shè)施數(shù)字化轉(zhuǎn)型升級(jí)示范通道及網(wǎng)絡(luò)、江蘇省“一軸一網(wǎng)兩融合”大流量交通基礎(chǔ)設(shè)施數(shù)字化轉(zhuǎn)型升級(jí)示范通道及網(wǎng)絡(luò)、浙江省“一廊兩翼全網(wǎng)”高品質(zhì)一體化交通基礎(chǔ)設(shè)施數(shù)字化轉(zhuǎn)型升級(jí)示范通道及網(wǎng)絡(luò)、福建省兩岸融合發(fā)展交通基礎(chǔ)設(shè)施數(shù)字化轉(zhuǎn)型升級(jí)示范通道及網(wǎng)絡(luò)、河南省“一軸一廊”交通基礎(chǔ)設(shè)施數(shù)字化轉(zhuǎn)型升級(jí)示范通道及網(wǎng)絡(luò)、湖南省“一圈二軸三區(qū)”暢安舒美交通基礎(chǔ)設(shè)施數(shù)字化轉(zhuǎn)型升級(jí)示范通道及網(wǎng)絡(luò)、廣東省“一軸兩網(wǎng)”交通基礎(chǔ)設(shè)施數(shù)字化轉(zhuǎn)型升級(jí)示范通道及網(wǎng)絡(luò)、四川“大蜀道”交通基礎(chǔ)設(shè)施數(shù)字化轉(zhuǎn)型升級(jí)示范通道及網(wǎng)絡(luò)。我們認(rèn)為此次名單覆蓋范圍包括北京、江蘇省、浙江省、福建省、河南省、湖南省、廣東省和四川省，覆蓋地域各有特色，覆蓋范圍較l長(zhǎng)春加速“車路云一體化”建設(shè)，計(jì)劃三年投入127億元。根據(jù)中新網(wǎng)長(zhǎng)春消息，2024年7月16日，長(zhǎng)春市汽車產(chǎn)業(yè)高質(zhì)量發(fā)展暨“車路云一體化建設(shè)”啟動(dòng)大會(huì)召開(kāi)。長(zhǎng)春市計(jì)劃未來(lái)三年投入127億元，全面打造交通樞紐、城市道路、快速路、高速公路等典型示范應(yīng)用場(chǎng)景。長(zhǎng)春市成功入圍全國(guó)首批智能網(wǎng)聯(lián)汽車“車路云一體化”應(yīng)用試點(diǎn)城市。長(zhǎng)春市委常委、副市長(zhǎng)黃憲昱介紹，計(jì)劃未來(lái)三年投入127億元，全面打造交通樞紐、城市道路、快速路、高速公路等典型示范應(yīng)用場(chǎng)景。試點(diǎn)期內(nèi)，該市將新建5G基站1400座，建成區(qū)RSU(路側(cè)單元)覆蓋率達(dá)到96%，信號(hào)機(jī)聯(lián)網(wǎng)率達(dá)到99%；新生產(chǎn)L2級(jí)以上車輛前裝搭載量力爭(zhēng)突破150萬(wàn)輛，紅旗品牌L2級(jí)“車路云”自動(dòng)駕駛車達(dá)到70%；公共領(lǐng)域前端搭載率達(dá)到70%，后裝改造達(dá)到1.45萬(wàn)輛；私人領(lǐng)域乘用車后裝改造力爭(zhēng)達(dá)到2萬(wàn)輛。長(zhǎng)春市政府、中國(guó)一汽、中國(guó)移動(dòng)與國(guó)汽智聯(lián)就智能網(wǎng)聯(lián)汽車及“車路云一體化”應(yīng)用合作簽訂框架協(xié)議。l投資建議：我們認(rèn)為，從高速公路車路云示范區(qū)域公布名單可以看出，各地車路云項(xiàng)目方案不同，以應(yīng)用為主導(dǎo)，更具備可行性。試點(diǎn)名單的較快公布彰顯了國(guó)家建設(shè)車路云的決心，將為下一步具體實(shí)施指明方向。城市車路云側(cè)，長(zhǎng)春作為“車路云一體化”應(yīng)用試點(diǎn)城市之一，與一汽、中移動(dòng)、國(guó)汽智聯(lián)三方形成合作，形成強(qiáng)大的技術(shù)支持，有力保障項(xiàng)目順利實(shí)施落地，三年127億的投資金額較大，為后續(xù)項(xiàng)目落地提供有力資金保障。l建議關(guān)注：車路云：萬(wàn)集科技、通行寶、萊斯信息、金溢科技、信息發(fā)展、高新興、華銘智能、四維圖新、漢鑫科技、云星宇、蘑菇車聯(lián)、?？低?、大華股份。智能駕駛：中科創(chuàng)達(dá)、德賽西威、虹軟科技、經(jīng)緯恒潤(rùn)、銳明技術(shù)、鴻泉物聯(lián)、光庭信息、如祺出行。l風(fēng)險(xiǎn)提示。行業(yè)應(yīng)用不及預(yù)期，技術(shù)發(fā)展不及預(yù)期的風(fēng)險(xiǎn)。2行業(yè)研究·信息服務(wù)行業(yè)2APPENDIX1SummaryInvestmentHighlights:Thefirstbatchofdigitaltransformationandupgradedemonstrationareasforhighwayandwaterwaytransportationinfrastructurehasbeenannounced.AccordingtotheMinistryofTransport’swebsiteonJuly25,theMinistryofTransportandtheMinistryofFinancerecentlyorganizedacompetitivereviewforthe2024digitaltransformationandupgradeofhighwayandwaterwaytransportationinfrastructure.Theproposeddemonstrationareasinclude:Beijing’s‘Road-CityIntegration’highwayinfrastructure,Jiangsu’s‘OneAxis,OneNetwork,TwoIntegrations’high-trafficinfrastructure,Zhejiang’s‘OneCorridor,TwoWings,FullNetwork’high-qualityintegratedinfrastructure,Fujian’scross-straitdevelopmentinfrastructure,Henan’s‘OneAxis,OneCorridor’infrastructure,Hunan’s‘OneCircle,TwoAxes,ThreeAreas’smoothandbeautifulinfrastructure,Guangdong’s‘OneAxis,TwoNetworks’infrastructure,andSichuan’s‘GreatShuRoad’infrastructure.TheseareascoverBeijing,Jiangsu,Zhejiang,Fujian,Henan,Hunan,Guangdong,andSichuan,eachwithuniquecharacteristicsandawidecoverage.Changchunaccelerates‘Vehicle-Road-CloudIntegration’withathree-yearinvestmentofRMB12.70billion.AccordingtoChinaNewsService,onJuly16,2024,Changchunheldaconferencetolaunchthehigh-qualitydevelopmentoftheautomotiveindustryand‘Vehicle-Road-CloudIntegration’.ChangchunplanstoinvestRMB12.70billionoverthenextthreeyearstocreatetypicaldemonstrationscenariossuchastransportationhubs,urbanroads,expressways,andhighways.Changchunhasbeenselectedasoneofthefirstpilotcitiesforintelligentconnectedvehicles.HuangXianyu,amemberoftheStandingCommitteeoftheChangchunMunicipalPartyCommitteeandDeputyMayor,introducedthatthecityplanstoinvestRMB12.70billionoverthenextthreeyearstocreatetypicaldemonstrationscenarios.Duringthepilotperiod,thecitywillbuild1,400new5Gbasestations,achieve96%coveragerateofRSUs(RoadsideUnits)inbuilt-upareas,and99%signalmachinenetworkingrate.TheproductionofL2-levelandabovevehiclesisexpectedtoexceed1.50millionunits,with70%ofHongqibrandL2-level‘Vehicle-Road-Cloud’autonomousvehicles.Thepublicsector’sfront-endinstallationratewillreach70%,with14,500retrofittedvehicles,andtheprivatesector’spassengercarretrofittingwillreach20,000units.TheChangchungovernment,ChinaFAW,ChinaMobile,andNationalIntelligentConnectedVehicleInnovationCenterhavesignedaframeworkagreementonintelligentconnectedvehiclesand‘Vehicle-Road-CloudIntegration’applicationcooperation.Investmentadvice:Webelievetheannouncedlistofhighway‘Vehicle-Road-Cloud’demonstrationareasshowsdifferentprojectplansacrossregions,focusingonapplicationandfeasibility.Thequickannouncementofthepilotlistdemonstratesthenationaldeterminationtobuild‘Vehicle-Road-Cloud’,providingdirectionforthenextsteps.Inurban‘Vehicle-Road-Cloud’,Changchun,asoneofthepilotcities,hasformedastrongtechnicalsupportpartnershipwithFAW,ChinaMobile,andNationalIntelligentConnectedVehicleInnovationCenter,ensuringsmoothprojectimplementation.Thethree-yearinvestmentofRMB12.70billionprovidesstrongfinancialsupportforsubsequentprojectimplementation.Suggestedfocus:Vehicle-Road-Cloud:BeijingWanjiTechnology,JiangsuTongxingbaoIntelligentTransportationTechnologyCo.,Ltd.,NanjingLesInformationTechnology,GenvictTechnologies,CHINAINFORMATIONDEVELOPMENTINC.,SHANGHAI,GosuncnTechnologyGroup,ShanghaiHuamingIntelligentTerminalEquipment,Navinfo,ShandongHiacentTechnology,Yunxinyu,MushroomCarUnion,HangzhouHikvisionDigitalTechnology,ZhejiangDahuaTechnology.IntelligentDriving:ThunderSoftwareTechnology,HuizhouDesaySVAutomotive,ArcSoftCorporation,JingweiHirainTechnologies,StreamaxTechnology,HangzhouHopechartIoTTechnology,KoteiInformatics,RuqiTravel.RiskWarning:Risksofweakerthanexpectedindustryapplicationandtechnologicaldevelopment.1下下2345