Zheng Quan Shi Bao·2025-09-29 07:15Core Insights - The Ministry of Transport and six other departments issued the "Implementation Opinions on 'Artificial Intelligence + Transportation'" to accelerate the innovative application of AI in the transportation sector by 2027 [1] - By 2030, AI is expected to be deeply integrated into the transportation industry, with a comprehensive smart transportation network and key technologies achieving self-control and leading globally [1][2] Industry Growth - The AI sector is rapidly transforming the transportation industry, with applications ranging from intelligent scheduling in urban traffic to autonomous driving in road transport [2] - The smart transportation market in China is projected to reach approximately 250 billion yuan by 2025 and exceed 300 billion yuan by 2030 [2] Company Performance - As of September 26, the total market capitalization of transportation companies in the A-share market is 3.21 trillion yuan, with an average annual increase of 11.27% [3] - Companies such as SanYangMa and YueGaoA have seen significant institutional interest, with over 70 and 140 institutional surveys respectively [3][5] Technological Advancements - XingTong Co. has developed the "AI-XingZai" intelligent platform for chemical shipping, which has been operational since June 2025 [3][4] - The first domestic methanol dual-fuel chemical ship, "XingTong HaiLao," was delivered on September 26, 2025, featuring advanced AI capabilities for real-time monitoring and efficiency [4]