智驾新基建：打造融合感知体系

Core Insights - The report emphasizes the significant impact of the State Council's recent guidelines on the integration of smart city infrastructure and intelligent connected vehicles, which is expected to accelerate the deployment of intelligent sensing systems in urban road infrastructure [4] - The rapid development of the global digital economy is driving deep integration between new-generation information communication technologies and automotive transportation, fostering the growth of emerging industries such as smart cities and digital transportation [4] - The report forecasts that the domestic market for the Internet of Vehicles (IoV) will exceed 1 trillion yuan by 2025, with an average annual growth rate of 37% from 2015 to 2025, driven by strong developments in the digital economy and government policy support [5] Investment Recommendations - The report suggests that the future construction of new urban infrastructure will focus on digitalization, networking, and intelligence, which will profoundly influence the smart automotive transportation industry [6] - It highlights the importance of advancing the "mobile communication + IoV" sector, as it enables efficient traffic information exchange between vehicles, roads, and cloud platforms, enhancing travel efficiency and safety [6]