Investment Rating - The report does not explicitly state an investment rating for the high-precision positioning service industry. Core Insights - The Chinese satellite navigation and positioning service industry has surpassed a market value of 500 billion, with strong growth potential expected in the future [4] - The high-precision positioning service sector is experiencing unprecedented opportunities, with its core industry accounting for 30% of the related output value [5] - The Beidou Satellite Navigation System is leading the development of a multi-faceted collaborative technology ecosystem in China [6] - The industry is supported by a three-tiered structure consisting of foundational, intermediate, and application layers, with the Beidou system providing essential global signal sources [8] Summary by Sections 1. Current Status of High-Precision Positioning Services - The high-precision positioning service industry in China has made significant advancements, deploying various cutting-edge technologies such as RTK, PPP, and N-RTK, enhancing reliability and flexibility in positioning services [6] - The industry is characterized by diverse application scenarios, including surveying, autonomous driving, drones, shared mobility, and precision agriculture, each with distinct precision requirements [14] 2. Market Competition Landscape and Future Trends - Leading companies in the high-precision positioning service market include Qianxun Positioning and China Mobile, with Qianxun being a pioneer in the CORS service market and achieving a valuation exceeding 16 billion [19][20] - The report highlights the increasing trend of ubiquitous high-precision positioning services, expanding the imagination for industry applications [22] - The integration of ground-based and space-based positioning systems is becoming essential to meet the demands of various scenarios, especially where ground-based systems cannot provide coverage [24] 3. Evaluation of Service Providers - An evaluation framework has been established to assess the capabilities of high-precision positioning service providers based on product and technology, strategy and operations, with multiple indicators to measure their performance [16] - Key indicators include coverage, positioning accuracy, service stability, and the ability to support various application scenarios [16]

| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |----------|-------|-------|-------|--------------------------------------|------------------------------------------|-------|-------|-------|-------|-------| | | | | | | | | | | | | | 亿欧智库 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 2024智能家居行业创新发展与前景展研究报告 | | | | | | | | | | | | | | | | | | | | | | | Z欧智库htcps:/www.iyiou.com/research | | | | | | | 智能家居定义及 ...

Investment Rating - The report does not explicitly provide an investment rating for the space retail industry Core Insights - The space retail model emphasizes the integration of commercial space as a social and experiential environment, rather than just a sales venue, enhancing consumer engagement and brand experience [4][10] - The growth of space retail is driven by the need for innovative layouts, technology applications, and non-standardized services to meet diverse consumer demands [10][29] - The report outlines the evolution of China's retail landscape, highlighting the shift from traditional formats to a more integrated and experiential retail approach [14][17] Summary by Sections Development Background - Space retail is defined as a retail model that leverages stylized and differentiated commercial spaces to facilitate transactions [4] - The report discusses the historical context of retail in China, noting the transition from traditional markets to modern retail formats influenced by technological advancements and changing consumer behaviors [14][15] Development Path - The report details the evolution of retail formats in China, from traditional markets to the rise of e-commerce and the current new retail era, which integrates online and offline experiences [14][15] - It identifies key elements driving the development of space retail, including consumer experience, brand storytelling, and the integration of technology [10][11] Future Outlook - The report anticipates challenges for space retail, including intensified competition and the need for brands to innovate continuously to maintain consumer interest [58] - It highlights trends such as the increasing importance of emotional resonance in consumer experiences and the integration of sustainability practices in retail operations [73][74]

Industry Investment Rating - The report does not explicitly provide an industry investment rating [1] Core Views - The penetration rate of high-speed NOA (Navigate on Autopilot) is expected to reach 8.5% in 2024, with a market size of 19 billion RMB, projected to exceed 300 billion RMB by 2030 [9] - High-speed NOA is becoming a standard feature for domestic automotive brands, with the price of vehicles equipped with this feature dropping below 150,000 RMB [27] - The cost of high-speed NOA solutions can be controlled within 10,000 RMB, with potential for further reduction to 5,000 RMB in the future [33] - The "arms race" for LiDAR in urban NOA has ended, with a single LiDAR sufficient for functional safety, and prices expected to drop to 1,500 RMB by 2025 [3] - Traditional rule-based control systems are being replaced by AI-driven systems, enhancing adaptability and flexibility in decision-making [3] NOA Function Development and Technology Segmentation - The penetration rate of L2+ intelligent driving functions in China is expected to reach 8.5% in 2024, with urban NOA penetration projected to reach 25% by 2030 [9] - High-speed NOA is becoming a standard feature for domestic automotive brands, with urban NOA in a rapid deployment phase [13] - The market size for NOA functions is expected to reach 19 billion RMB in 2024, with a projected growth to over 300 billion RMB by 2030 [9] NOA Function Technology Route Comparison - High-speed NOA is transitioning from technology-driven to cost-driven development, with the price of vehicles equipped with this feature dropping below 150,000 RMB [27] - The mainstream hardware configuration for high-speed NOA includes 10/11V + sub-150TOPS chips, with potential for further cost reduction [29] - The cost of high-speed NOA solutions can be controlled within 10,000 RMB, with potential for further reduction to 5,000 RMB in the future [33] - New entrants in the high-speed NOA market are adopting pure vision solutions, focusing on high-cost performance differentiation [37] NOA Function Market Competition and Cooperation Models - The competition in the high-end intelligent driving market is intensifying, with suppliers focusing on AI capabilities to meet OEM demands [78] - Four types of solution providers dominate the NOA intelligent driving function market: strong AI tech companies, L2/L2+ solution providers, L4-descended solution providers, and chip solution providers [81] - Full-stack self-research enables autonomous control, while cooperation can shorten development cycles [84] NOA Function Technology Development Trends - End-to-end architecture is simplifying traditional driving solutions, integrating perception, decision-making, and control processes [87] - High-end models continue to adopt multi-sensor fusion routes, while mid-to-low-end models are gradually trying pure vision solutions [96] - The choice of sensor types for new models in the second half of 2024 is determined by vehicle positioning and cost budgets [99] NOA Function Market Competition and Industry Landscape - The development of NOA functions has led to increased competition among LiDAR manufacturers, map providers, and data annotation companies [78] - The market is expected to become more concentrated, with companies that can quickly respond to OEM demands and possess AI capabilities standing out [104]

| --- | --- | --- | --- | --- | |-------|-------|----------------------------|-------------------------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | << | | 2024新国货CoolTop100品牌榜 | 待风扬帆 UP IN THE WIND | | INTRO ◆ 新国货，就要不将就。 ◆ 生活并非一场漫不经心的旅行，它需要我们用心去感受、品味每一个瞬间。 "不将就"是一种生存态度，更是一种对自我的尊重。摒弃了轻易的妥协，拒绝随波逐流，不为短暂的安逸 而牺牲自身的原则与追求。让我们更加珍视自己的价值，在逆境中保持坚韧，实现自我超越、收获成长。 ◆ 转眼间，国货发展又迎来了崭新的篇章。纵览外部，国际品牌凭借强势的影响力与超前的营销策略，努力蚕 食着中国消费市场的份额。反观内里，新兴科技迅猛发展、消费需求持续升级，为市场格局带来深刻的变革， 为新国货品牌注入新鲜的活力与血液。 ◆ 我们相信，新国货的发展正处于 ...

亿欧智库窃 亿欧智库https://www.iyiou.com/research 亿欧智库×中食智库×天书谷 2024中国富锶天然泉水白皮书 "富锶康养，源手自然 序言 亿欧智库 ◆ ，近年求，证者压家性意工程的持续推进和人们对三养追床产灭的E兰提升，效用水的基提准已然以安全饮用需求升额为兰养使灭，之也所之子现出大量富含人体所需设量元素的饮 用水美产品，以止立开了言养性惠饮用水的品类新篇章。 ◆ "稳"作为人体必费均微量元囊之一，的着养伸床知识泛科若，逐步成为了人"重点关注的营并件患关-关引，富帮天然宗也先借其独情门营养高性，成为了备受瞩日的性意产品，并欠 速受到了科含单元和离本币场的追控，这七惊得声锂天然宗7这一定位忙币域本度持续升湿，或为了营并性患次开水细分领域中的生典产品兰元。陈之而末。"如何优化优质锂元案的标收和应 用、如何确立合偿乐费求的专项标准、如伺叫导市场的三确宜传和正向认如"等日趋成了相关相沟和企业均量典读忍： ◆ 康中国担关势划和工程已经违入了冬项工作全面落位阶，魏示然尺水应紧能这添"键意快车"的步伐，专"创研"、"历量"两巴动怕同时，快速提升市场认虹程次可程虚，好迎按声 裙示然六领欧高运发 ...

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➃䊨兰腊䒓导鲨❡⚌兰腊⻊倝傞➿ 2024⚥㕂AIEV❡⚌灇瑕 ➉妍兰䎽 https://www.iyiou.com/research CopyrightreservedtoEOIntelligence,July 2024 鎊 䫣デ胜兞 u导鲨❡⚌⡲⚹务㕂絑崸涸ꅾ銳絆䧭鿈ⴔ䔲姻絑⾎满䧭擿媯遤⚌㟞鸟佞綕涸䮋䧶㼊宠倝涸㟞挿䊺䧭⚹遤⚌〄㾝涸鶖ⴗ宠կ㖈姼胜兞♴猰䪮倝鄄錠⚹䲀⸓ 导鲨❡⚌䭯絯㟞涸呍䗱⸓姿կ猰䪮䪮助⸈䭯导鲨❡⚌㼜❡欰倝涸㟞刼絁雮导鲨❡⚌旘〄ⴀ倝崞姿կ u♸姼ず傞➃䊨兰腊AI곭㚖姻㖈〄欰䊭㣐涸」⻊㣐垷㘗涸䲀ⴀ叻䘋满AI❡⚌鵳Ⰶ✫䪮助㣐錞垷衅㖑䎾欽涸倝媯Ⱘ剣䊭㣐悶姿涸⯓鵳䪮助エ䒸ぐ倰餴彂宨翸䕎 䧭✫♧⚡模侮涸❡⚌欰䙖կAI❡⚌㼜䎾欽㖈ぐ遤ぐ⚌⤛⢪⠛絡❡⚌模䧭兰腊⻊佖鸣㹊梡倝䪮助⸈䭯♴涸佪桧䲿⼮ㄤ餘ꆀ⠏⻊կ u2023䎃撰垷䙖㣐垷㘗涸♳鲨䎾欽雮导鲨♸AI⚙⚡❡⚌❜宨导鲨♸AI輑ざ⪶欰ⴀ倝♧➿涸兰腊歏⸓导鲨ˋˋ➃䊨兰腊歏⸓导鲨AIEVկAIEV涸霣欰♶➑僽䪮助輑ざ 涸❡暟刿僽❡⚌〄㾝涸䗳搬馋⸷կ㸐➿邍✫导鲨❡⚌♸➃䊨兰腊❡⚌帿䏞輑ざ涸䧭卓곫爙满导鲨❡⚌㼜鵄ぢ♧⚡刿⸈兰腊⻊ծ⚡䚍⻊涸劢勻կAIEV涸〄㾝♶➑腊 㢿⚹嶊 ...

Industry Investment Rating - The report highlights the significant growth potential of the smart electric vehicle (EV) domain controller market, projecting it to exceed 280 billion RMB by 2030, with a market size surpassing 100 billion RMB in 2024 [3][33] Core Viewpoints - The evolution of domain controller technology is driving the transition from distributed to centralized E/E architectures, with domain controllers playing a crucial role in enhancing vehicle intelligence and reducing costs [2][7] - Two primary development models are emerging: "OEM-Tier1 joint development" and "OEM self-research," with software capabilities becoming increasingly critical in domain controller development [3] - Cross-domain integration, particularly between the intelligent cockpit and intelligent driving domains, is a key trend, aiming to reduce costs and improve energy efficiency [3][50] - The HPC+Zonal architecture is identified as the next development target, simplifying vehicle development processes and efficiently utilizing chip computing power and sensor data [3][72] Domain Controller and E/E Architecture - Domain controllers are integral to the evolution of E/E architectures, transitioning from distributed to centralized systems, with increasing demand for chip computing power [7][10] - Domain controllers consist of hardware (main control chips and components) and software (operating systems, middleware, and application software), enabling higher vehicle intelligence and reduced wiring complexity [10][12] Domain Controller Industry Competition - The domain controller market is divided into five major domains: intelligent driving, intelligent cockpit, power, body, and chassis, each with varying computing power requirements [18] - The intelligent driving domain controller is critical for vehicle intelligence, with chip computing power categorized into low, medium, and high tiers, dominated by players like NVIDIA, Horizon Robotics, and TI [21][22] - The intelligent cockpit domain controller focuses on enhancing user interaction and experience, integrating functions like infotainment and navigation through SoC and MCU architectures [26] Market Size and Business Models - The smart EV domain controller market is expected to grow significantly, driven by increasing vehicle sales and technological advancements, with a projected market size of over 280 billion RMB by 2030 [33] - Domain controller business models are highly integrated, involving upstream chip suppliers, domain controller manufacturers, and downstream OEMs, with a focus on cost reduction and performance optimization [36][38] Cross-Domain Integration and Trends - Cross-domain integration is a major trend, with two primary paths: cockpit-driving integration and driving-chassis integration, aiming to centralize vehicle functions and improve efficiency [3][50] - The HPC+Zonal architecture is expected to dominate future developments, with regional controllers (ZCU) becoming a focal point of competition [72] - Challenges remain in hardware performance, software architecture, cost, and OEM organizational structures, requiring industry collaboration to overcome [75][76]

Core Insights - The report emphasizes the critical role of Industrial PaaS in enabling digital transformation and operational efficiency in industrial enterprises [1][2][3] - It identifies key pain points across various operational stages, including warehousing logistics, sales services, and production manufacturing, highlighting the need for integrated digital solutions [4][5][6] Pain Points in Warehousing Logistics - Industrial enterprises face challenges such as material placement, transportation difficulties, and inventory management inefficiencies, necessitating a unified material management platform [2][4] - Traditional inventory management methods are inefficient, leading to overstock or stockouts, which impacts operational efficiency [3][4] - Lack of transparency in logistics information hampers real-time tracking of goods, affecting supply chain responsiveness [3][4] Industrial PaaS Empowerment in Warehousing Logistics - Industrial PaaS platforms leverage data collaboration and intelligent monitoring to address challenges like unreasonable logistics paths and inconsistent material units [6][7] - The platform enhances collaboration among factory equipment, optimizing internal logistics paths and reducing labor costs [6][7] Pain Points in Sales Services - Industrial enterprises encounter difficulties in integrating sales channels and managing dispersed customer resources, which complicates decision-making [10][11] - The lack of a unified customer relationship management system leads to chaotic customer resource management and impacts customer experience [10][11] Industrial PaaS Empowerment in Sales Services - The report suggests that Industrial PaaS can establish a unified customer management platform, optimizing customer experience and enhancing data analysis capabilities [13][14] - By integrating CRM systems and utilizing big data analytics, Industrial PaaS can improve sales channel management and provide personalized marketing recommendations [13][14] Pain Points in Production Manufacturing - The report highlights the need for equipment updates and effective collaboration among diverse production devices, which complicates data collection and integration [155][157] - Many traditional factories struggle with real-time data collection and analysis, which hinders operational efficiency [155][157] Industrial PaaS Empowerment in Production Manufacturing - Industrial PaaS platforms facilitate real-time monitoring, production optimization, and predictive maintenance, addressing the need for improved production efficiency and cost reduction [157][210] - The integration of advanced data analytics and IoT technologies enables better decision-making and enhances overall production quality [157][210] Market Trends and Future Directions - The report indicates a growing trend towards the localization of Industrial PaaS platforms, driven by increasing demands for data security and compliance [213][246] - As industrial enterprises continue to seek digital transformation, the demand for PaaS solutions is expected to expand significantly, with projections indicating a market size exceeding 400 billion yuan by 2025 [60][79]