车联网蓝皮书（数据赋能）（2024年）

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The report emphasizes the growing importance of connected vehicle data as a new production factor that drives innovation across the automotive, information communication, and transportation industries, facilitating the construction of a new digital economy value chain [8][21][22] - It highlights the need for comprehensive data policies and infrastructure to unlock the value of connected vehicle data, which is crucial for the intelligent transformation of the automotive industry [8][21][29] Summary by Sections 1. Overview of Connected Vehicle Data - Connected vehicle data is categorized into four main sources: vehicle-end, road-end, cloud-end, and network-end, each contributing to the overall value creation in the industry [12][16][18] - The report outlines the characteristics of connected vehicle data, emphasizing its richness and multi-dimensional value, which can be leveraged across various sectors [17][19][20] 2. Vehicle-End Data Empowering Automotive R&D - The integration of data collection devices in smart connected vehicles is increasing, with 79% of new models equipped with external cameras, enhancing data flow for R&D and manufacturing processes [36] - Connected vehicle data is being utilized to optimize vehicle performance, enhance user experience, and improve production quality through real-time monitoring and predictive analytics [39][41][43] 3. Road-End Data Enhancing Traffic Management - Roadside infrastructure data is being used to improve traffic safety and efficiency, with a focus on real-time data collection and processing capabilities [22][24][26] - The report discusses the potential of road-end data to support vehicle upgrades and enhance user experience through better traffic management solutions [15][26] 4. Cloud-End Data Supporting Mobility and Logistics - Cloud platforms are central to data aggregation, providing services that enhance smart mobility and logistics efficiency [28][30] - The report identifies the need for improved data quality and value release capabilities in cloud-end data to support advanced driving functions [28][33] 5. Network-End Data Improving Connectivity and User Services - Communication network data significantly enhances connectivity services for connected vehicles, with a focus on improving user service capabilities [35][36] - The report highlights the importance of deepening the exploration of network data value to support various applications in the connected vehicle ecosystem [35][37] 6. Recommendations for Future Development - The report suggests strengthening digital infrastructure, promoting data application expansion, and enhancing cross-domain data interaction to maximize the value of connected vehicle data [10][29][30] - It emphasizes the need for collaborative development environments to foster a diverse industrial ecosystem around connected vehicle data [10][29][30]