趋势研判！2026年中国商用车自动驾驶解决方案行业政策、产业链、市场现状、竞争格局及未来展望：开放道路场景不断增加，自动驾驶应用前景广阔[图]

Core Insights - The commercial vehicle autonomous driving solutions are essential tools for addressing high operational intensity and low profit margins in the logistics and transportation industry, facilitating cost reduction and efficiency improvement [1][5] - The market for commercial vehicle autonomous driving solutions in China is projected to grow to 6 billion yuan by 2025, with closed-road solutions accounting for 2.1 billion yuan (35%) and open-road solutions for 3.9 billion yuan (65%) [1][5] - By 2026, the market is expected to exceed 10 billion yuan, with closed-road solutions at approximately 3.6 billion yuan (35.29%) and open-road solutions at about 6.6 billion yuan (64.71%) [1][5] Industry Definition - Commercial vehicle autonomous driving solutions are designed for trucks, buses, and specialized vehicles, integrating hardware and software systems for environment perception, decision-making, vehicle control, cloud scheduling, and fleet management [2] Industry Development Status - The industry is transitioning from closed scenarios to large-scale validation in open scenarios, with significant growth expected in the coming years [5] - The market is characterized by a high technical barrier, with commercial vehicle autonomous driving focusing on different priorities compared to passenger vehicles [4] Industry Chain - The upstream of the industry includes core hardware such as perception sensors, LiDAR, cameras, and chips, while the midstream involves system integration, and the downstream applies to various commercial vehicles in logistics, mining, and urban delivery [6] Market Competition Landscape - The global market for commercial vehicle autonomous driving solutions is fragmented, with a CR5 of 38.6% in 2024, while the logistics vehicle market is more concentrated with a CR5 of 56.7% [9] - Key players in the Chinese market include companies like Remote New Energy Commercial Vehicle Group, Xidi Intelligent Driving Technology Co., Ltd., and Shenzhen Ruiming Technology Co., Ltd. [9] Future Outlook - The trend towards high-level autonomous driving in commercial vehicles is accelerating, with expectations for a fully automated transportation network to emerge in the next five to ten years, integrating with smart logistics and smart cities [11]