以网联核心技术赋能L3商业化 万马科技锚定无人驾驶赛道持续发力

Core Viewpoint - The launch of L3-level conditional autonomous driving vehicles in China marks a significant milestone in the development of intelligent transportation, transitioning from the "assisted driving era" to the "autonomous driving era" [1] Group 1: Company Overview - Wanma Technology is a leading third-party vehicle networking service provider in China, focusing on building a dedicated core network and connection management platform for vehicle networking, ensuring stable connections and rapid service responses [2] - The company has established a business structure that includes global vehicle connectivity capabilities, professional platforms and services, and integrated hardware-software solutions [1][2] Group 2: Technological Advancements - The transition to L3-level autonomous driving shifts the responsibility for accidents from drivers to vehicle manufacturers, necessitating higher standards for network communication, data processing, and safety redundancy [3] - Wanma Technology has developed a comprehensive technical barrier from basic networking services to advanced intelligent driving data processing, addressing the high demands of autonomous driving scenarios [3] Group 3: Product Solutions - The DSDA dual-active link solution enhances connection reliability for autonomous vehicles by providing redundancy and load balancing based on link quality, ensuring stable networking for autonomous driving [4] - Wanma Technology's "Aoyun" autonomous driving solution integrates "end, management, cloud, and edge" to improve data loop efficiency, featuring AI-based automated labeling capabilities for multi-modal data processing [4] Group 4: Market Opportunities - The company emphasizes the importance of Robotaxi and Robovan as key business areas, recognizing the global demand for intelligent networking and the need for standardized solutions to facilitate rapid deployment [5][6] - Wanma Technology has established partnerships with major automotive manufacturers like Geely, Li Auto, and Dongfeng, providing overseas connectivity services and addressing challenges such as data compliance and localization [6] Group 5: Strategic Collaborations - A recent collaboration with Baidu's Apollo in the Robotaxi sector aims to advance the commercialization of autonomous driving, leveraging Wanma Technology's integrated solutions [6] - The company plans to continue its focus on "overseas expansion" and "autonomous driving" as primary growth strategies, aiming for sustainable development in the rapidly growing vehicle networking market [7]