通信行业周报(第四十二周)：智能网联车大会，关注车路云后续动态

Investment Rating - The report maintains a "Buy" rating for China Mobile, China Telecom, and China Unicom, with target prices of 122.90, 7.47, and 6.49 respectively [1][2]. Core Insights - The communication sector index rose by 5.20% last week, outperforming the Shanghai Composite Index which increased by 1.36% and the Shenzhen Component Index which rose by 2.95% [2]. - The 2024 China Intelligent Connected Vehicle Conference highlighted the unified action declaration for "Vehicle-Road-Cloud Integration," calling for standardized technology and architecture to accelerate connectivity [3][4]. - Major automaker BMW announced plans to mass-produce vehicles equipped with V2X technology by 2025, indicating a positive trend in the automotive sector's commitment to connectivity [7][9]. - The conference summarized ten major breakthroughs in the global development of intelligent connected vehicles, emphasizing the alignment of technological, planning, and legislative efforts among China, the US, and Europe [9]. Summary by Sections Market Overview - The communication sector index saw a significant increase of 5.20%, indicating strong market performance compared to other indices [2]. Key Events - The 2024 China Intelligent Connected Vehicle Conference took place from October 17 to 19, focusing on the future of intelligent connected vehicles and the importance of unified standards [3][4]. Industry Developments - The "Vehicle-Road-Cloud Integration" initiative was launched, with 20 pilot cities committing to unified standards and architecture to enhance connectivity and reduce friction costs [4]. - BMW's announcement regarding the production of V2X technology vehicles by 2025 reflects a growing commitment from leading automotive companies towards integrated vehicle connectivity [7]. Future Outlook - The report suggests monitoring upcoming local tenders related to the Vehicle-Road-Cloud integration, as local governments coordinate these initiatives, presenting investment opportunities in leading roadside infrastructure and overall solution providers [11].