研判2025！中国广东省智慧交通行业产业链、相关政策及市场规模分析：政策扶持与技术创新双轮驱动，区域市场潜力加速释放[图]

Core Insights - The Guangdong province's smart transportation industry is entering a high-quality development phase driven by policy support, technological innovation, and market application [1][14] - The market size of Guangdong's smart transportation industry is projected to reach 19.284 billion yuan in 2024, representing a year-on-year growth of 6.00% [1][14] - The "Guangdong Province Transportation High-Quality Development Three-Year Action Plan (2025-2027)" aims to establish a modern comprehensive transportation network by 2027, enhancing smart transportation development [1][12] Industry Overview - Guangdong's smart transportation leverages IoT, big data, and AI to create a collaborative and efficient transportation system, transitioning from experience-driven to data-driven governance [1][8] - The industry can be categorized into four main areas: smart highways, smart city transportation, smart ports and shipping, and smart hubs [1][8] Industry Development History - The development of Guangdong's smart transportation has gone through four stages: initial exploration (1980s-2000), large-scale construction (2001-2010), digital transformation (2011-2018), and smart upgrade (2019-present) [4][5][6] - Key milestones include the introduction of the SCATS traffic signal control system in 1992, the establishment of the first ETC lane in 2001, and the launch of the first city-level "Internet + Smart Parking System" in 2014 [4][5][6] Industry Chain - The upstream of the smart transportation industry includes hardware devices, basic software, and communication infrastructure, while the midstream focuses on system integration and solutions [9] - Downstream applications span across highways, railways, waterways, and aviation sectors [9] Market Size - The smart transportation market in Guangdong is expanding annually, covering various subfields such as intelligent transportation systems, vehicle networking, and autonomous driving [1][14] - The Pearl River Delta region is the primary market for smart transportation, with significant potential in other areas like eastern, western, and northern Guangdong [1][14] Key Companies' Performance - Major players in the Guangdong smart transportation industry include government departments, smart transportation equipment suppliers, research institutions, and construction companies [16] - Companies like China Merchants Heavy Industry, Qianfang Technology, and others hold significant market shares, driving market growth through innovation and collaboration [16] Industry Development Trends - The integration of new technologies such as big data, IoT, and AI is expected to enhance the smart transportation ecosystem [21] - Guangdong plans to invest approximately 900 billion yuan in transportation infrastructure over the next three years, focusing on highways, railways, ports, and airports [23] - The government emphasizes sustainable development and the establishment of a modern comprehensive transportation network, with policies aimed at promoting green transportation systems [24]