Sou Hu Cai Jing·2025-05-20 02:42Core Insights - The Guangdong Province smart transportation industry is entering a high-quality development phase driven by policy support, technological innovation, and market application [2] - The market size of the Guangdong smart transportation industry is projected to reach 19.284 billion yuan in 2024, representing a year-on-year growth of 6.00% [2] - The "Guangdong Province Transportation High-Quality Development Three-Year Action Plan (2025-2027)" aims to establish a modern comprehensive transportation network by 2027, promoting smart transportation development [2] Industry Overview - Guangdong smart transportation is based on new technologies such as IoT, big data, and artificial intelligence, aiming to create a collaborative, efficient, and dynamically optimized transportation system [3] - The core goal is to build a smart transportation system with self-organization, judgment, and innovation capabilities, transitioning from experience-driven to data-driven governance [3] - The industry can be categorized into four main areas: smart highways, smart city traffic, smart ports and shipping, and smart hubs [3] Industry Development History - The development of Guangdong's smart transportation industry has gone through four stages: initial exploration (1980s-2000), large-scale construction (2001-2010), digital transformation (2011-2018), and smart upgrade (2019-present) [5][6][7] - 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 [5][6] - Recent advancements include the establishment of a comprehensive traffic big data application laboratory in 2018 and the implementation of smart road systems in Shenzhen and Guangzhou [7] Industry Value Chain - The upstream of the Guangdong smart transportation industry includes hardware devices, basic software, and communication infrastructure, with hardware focusing on data collection devices like sensors and cameras [10] - The midstream involves system integration and solution provision for smart transportation [10] - Downstream applications span across various transportation sectors, including highways, railways, waterways, and aviation [10] Related Companies - Listed companies in the Guangdong smart transportation sector include Shenzhen Urban Transport (301091), Qianfang Technology (002373), and others [2] - Key enterprises involved in the industry include Huawei, Tencent, Hikvision, and Dahua Technology [2]