软件与服务：聚焦路侧基础设施和云控平台，北京市首批车路云一体化地方标准发布

Investment Rating - The report maintains a "Positive" investment rating for the industry [9]. Core Insights - The recent release of four local standards for vehicle-road-cloud integration in Beijing is expected to accelerate the construction of intelligent connected vehicle infrastructure, with over 30 representative companies participating in the development [5][7]. - The establishment of these standards is anticipated to drive the normalization of vehicle-road-cloud integration projects, enhancing the overall infrastructure and regulatory framework [6][7]. - The total investment for the vehicle-road-cloud integration infrastructure project in Beijing is approximately 9.939 billion, covering around 2,324 square kilometers and 6,050 road intersections [6]. Summary by Sections Event Description - Beijing has published four local standards based on national guidelines and practical experiences from high-level autonomous driving demonstration zones, which include technical requirements and construction guidelines for vehicle-road-cloud integration [5][6]. Event Commentary - The introduction of these standards is expected to provide a regulatory framework for vehicle-road-cloud integration, facilitating the construction of related infrastructure and potentially accelerating project tenders [6][7]. - The standards are likely to serve as a benchmark for other pilot cities, promoting nationwide vehicle-road-cloud integration efforts [6][7].