各位投资者大家晚上好我是广发计算机的李婉云今天我们外发了新大陆的深度报告接下来我将为大家做下详细汇报那首先我们的核心观点如下第一网号网证落地有望为公司识别业务带来新增量24年7月26号公安部国家互联网信息办公室发布了 国家网络身份认证公共服务管理办法征求意见稿若正式稿落地我们预计将为公司带来相关的业务增量CTID也就是军民身份网络可信认证是由CTID平台签发给个人的网络身份凭证目前已经应用于政务金融等领域新大陆自动识别公司为CTID认证的终端验证环节提供CTID专用识读模组 公司主要提供整个CTID生态系统的终端能力据中顿安信公布的可信数字身份生态产品推荐清单公司是唯一的二维码安全芯片供应商四家二维码模组供应商之一九家产品入围公司之一公司在可信数字身份认证领域 已有多个产品及项目落地根据我们测算未来市场对CTID终端设备的需求大约在2.1亿台左右那一台设备呢通常是配备一个模组包含一个芯片那若网号网证正式稿在25年顺利落地的话我们预计相关的设备改造将有望开启预计将为公司带来全新的业务增量 那第二就是公司的支付业务有望借出海换发新生机公司布局海外市场多年 据公司财报披露公司海外POS机的出货量从18年的40万台增 ...

Investment Rating - The report does not explicitly provide an investment rating for the autonomous driving industry Core Insights - The report indicates that while there is a strong interest in autonomous driving technology, this interest does not significantly influence purchasing decisions, except in China [13][70] - The perception of autonomous driving as a positive advancement remains stable, with notable interest in its potential applications in commercial transport rather than personal vehicles [70] - Concerns about safety, control, and the clarity of responsibility regulations continue to be significant barriers to widespread acceptance of autonomous driving [145][151] Summary by Sections Autonomous Driving - Current autonomous driving technology primarily assists drivers in specific situations, with some vehicles capable of operating autonomously at speeds up to 60 km/h (40 mph) [2][57] - There is a notable difference in acceptance and interest in autonomous driving between countries, with Chinese respondents showing a stronger willingness to embrace the technology [70][186] - Many drivers express reluctance to fully relinquish control to autonomous systems, preferring to remain engaged during driving [70][151] User Experience and Travel Preferences - Respondents generally prefer larger display screens in vehicles, with a stable preference for this feature over the years [70] - There is a growing interest in AI assistants as travel companions, despite concerns about the potential for distraction [70][42] - The expectation for future vehicles includes a focus on comfort and relaxation, with features like temperature control and noise reduction being prioritized [70] Sustainable Mobility - The report highlights a willingness among younger respondents to pay more for sustainable transportation options, with government support seen as crucial for making these options affordable [79][128] - There is a significant difference in attitudes towards electric vehicles, with Chinese respondents showing a higher acceptance compared to those in Germany, France, and Japan [65][120] - Concerns about the economic burden of transportation are prevalent, with many respondents expressing worries about the affordability of owning a vehicle in the future [91][110] Market Trends - The report notes a 5% increase in pure electric vehicles and an 8% increase in hybrid vehicles in China, while other countries show little change in vehicle types [77][78] - The interest in autonomous trucks is perceived to be more feasible than personal autonomous vehicles, as commercial transport is viewed as a more straightforward application for the technology [70]