调研速递|四维图新接受美国银行与美林证券等40家机构调研 智能驾驶业务成关注焦点

Group 1 - The smart driving industry is experiencing positive trends, driven by technology advancements, AI, and supportive policies, with L3 autonomous driving entering its commercial phase [2] - The focus for car manufacturers in selecting smart driving solutions includes product experience, cost-effectiveness, and safety, with a strong emphasis on data compliance and map qualifications [3] - The data compliance business of the company is growing robustly, with expectations of significant revenue increases in the coming years, projecting a growth rate of 150% in 2024 and over 100% in the first half of 2025, with revenue exceeding 400 million [4] Group 2 - The company is collaborating with cloud service providers to enhance data compliance and create a data closed-loop, which is expected to drive growth in the data compliance business [6] - The AI infrastructure proposed by the company consists of layers for data compliance, data enhancement, and AI training, aimed at reducing R&D costs for car manufacturers and improving overall industry efficiency [6]