计算机：车路云一体化规模建设启幕，智能网联汽车试点确定

Investment Rating - The investment recommendation for the industry is "Outperform the Market" [7] Core Viewpoints - The integration of vehicle-road-cloud infrastructure is set to commence, with significant investments announced, such as the 9.939 billion yuan project in Beijing [2] - The vehicle-road-cloud integration aims to overcome the limitations of single-vehicle intelligence in autonomous driving by enhancing environmental perception, decision-making, and control execution [3] - Government policies are facilitating the rapid development of the vehicle-road-cloud integration industry, with various regulations and standards being established [4] - The industry chain for vehicle-road-cloud integration is becoming increasingly comprehensive, covering key components such as roadside units (RSU), onboard units (OBU), and high-precision maps [5] - The market potential for vehicle-road collaboration is substantial, with projections indicating a market size of 496 billion yuan by 2030 and a compound annual growth rate (CAGR) of 26.64% from 2021 to 2030 [6] Summary by Sections Industry Events - On May 31, 2024, a tender announcement for the vehicle-road-cloud integration project in Beijing was released, with an investment of 9.939 billion yuan [2] Technological Advancements - The vehicle-road-cloud integration is expected to enhance the capabilities of autonomous vehicles, providing safer and more efficient driving experiences [3] Policy Support - Recent government initiatives have opened pathways for advanced autonomous vehicles to enter trials and public roads, promoting the development of vehicle-road-cloud integration applications [4] Industry Chain Development - The industry chain includes critical components such as RSU, OBU, and high-precision maps, with various service providers offering complete solutions for different application scenarios [5] Market Potential - The vehicle-road collaboration market is projected to reach 496 billion yuan by 2030, with significant investments anticipated in the coming years [6] Investment Suggestions - The report suggests focusing on segments related to RSU, OBU, lidar, video surveillance, high-precision maps, and cloud platforms, as these areas are expected to benefit from the industry's growth [7]