北京商报讯（记者 刘洋）7月16日，亚洲数据集团宣布，今年7月30日—31日，2025世界智能汽车大会将在重庆举办。据介绍，本次大会以"智联车路云·聚势 双循环"为主题，聚焦车路云一体化技术革新与双循环战略纵深推进，采用"1+6+8"模式，暨1场开幕式暨主论坛+6场主题论坛+8个专题活动，涵盖技术研 讨、出海领航、跨界融合、资本赋能、跨境贸易、场景应用等多元化论坛主题，以及闭门会、发布会、对接会、展示、大赛、考察智驾体验等多样化专题活 动。 发展智能汽车产业不仅是全面落实"十四五"国家战略及工信部《智能汽车创新发展战略》总体部署的重要实践，更是提升全球竞争力和科技实力的重要力 量。目前，在人工智能、5G通信、物联网等技术持续突破和加持下，中国汽车产业正加速向智能化、电动化、网联化转型。构建开放、协同的智能生态圈 成为行业共识，未来汽车工业竞争的高地，是以发展智能网联新能源汽车产业为支点，构建汽车产业智能新生态。 2025 世界智能汽车大会 WORLD INTELLIGENT VEHICLE CONFERENCE Z 新闻发布 PRESS CONFERENCE 亚洲数据集团总裁朱东方表示，智能网联新能源汽车正引 ...

部分试点城市小有所成 2022年，中国工程院院士、清华大学车辆与运载学院教授李克强团队正式提出车路云一体化技术方案， 旨在通过车、路、云协同解决智能网联汽车规模化落地的瓶颈问题。 近日，特斯拉首辆也是全球首辆汽车，实现了从工厂产线直接自动驾驶到客户家里。与此同时，特斯拉 Robotaxi首批车辆也已经开始在美国运营。始终坚持走单车智能路线的特斯拉在高级别自动驾驶方面再 次取得了令人振奋的成绩。 反观另一条智能交通路线——车路云一体化，则好像处于发展相对缓慢的状态。作为自动驾驶行业的中 国方案，车路云一体化方案的理论体系已经相当完备，但在实际落地过程中却困难重重。无论是车端还 是路侧，建设车路云一体化的态度都不够积极。 问题出在哪儿？如何破冰？成为车路云一体化方案继续推进先要攻克的课题。 第二，管理体系不完备，亟待打通数据"烟囱"。目前，车辆数据、路侧数据、交通数据不互联互通，存 在重复建设、效率不高的问题。 车路云一体化方案得到了国家相关主管部门的认可。与新能源汽车发展初期的模式一样，中央政府也是 先对车路云一体化方案进行部分城市应用试点。 2024年1月，工业和信息化部、公安部、自然资源部、住房和城乡建设部 ...

Core Viewpoint - The forum on "How Intelligent Connected Vehicles Reshape New Ecosystems" emphasizes the need for standardization and innovative business models to overcome current challenges in the integration of vehicle, road, and cloud technologies in China’s automotive industry [1][4]. Group 1: Current Challenges - The integration of vehicle, road, and cloud technologies faces issues such as lack of unified standards and unclear business models, which are critical for the development of intelligent connected vehicles [1][4][6]. - The fragmentation of standards leads to an ecosystem that is not cohesive, despite China's C-V2X technology being a leader in global standards [6]. - The commercial viability of vehicle-road-cloud integration is hindered by unclear profit-sharing mechanisms and the high costs associated with infrastructure investments [6]. Group 2: Future Development Suggestions - It is suggested that the government, industry experts, and companies collaborate to establish unified data standards to facilitate cross-city and cross-device integration [5][6]. - Exploring commercial pathways is essential, focusing on how to leverage vast amounts of vehicle-road-cloud data to enhance user experience and create sustainable business models [5][6]. - A long-term strategy should involve creating a value-sharing mechanism among government, enterprises, and users to transform vehicle-road collaboration from a cost center into a profit center [6].

Investment Rating - The report maintains a "Buy" rating for the company with a target price of 8.86 CNY, indicating an expected return of over 20% within the next six months [6]. Core Viewpoints - The company is focusing on the development trends of cryptocurrencies and stablecoins, emphasizing innovation and the integration of digital currency research into its operations [1]. - The company has a significant operational asset base from its investment projects, generating substantial traffic data assets, with projected revenue from four highway projects reaching 1.31 billion CNY in 2024 [1]. - The company is actively expanding into new business areas such as low-altitude economy and smart transportation, with digital information business revenue expected to grow from 317 million CNY in 2023 to 401 million CNY in 2024 [2]. - The company has signed new orders worth 1,030 billion CNY in 2024, reflecting an 8.01% year-on-year increase, with significant growth in municipal and energy sectors [3]. Financial Summary - The company's revenue for 2023 is projected at 74.19 billion CNY, with a growth rate of 13.66%, followed by a decline to 68.82 billion CNY in 2024 [5]. - The net profit attributable to the parent company is expected to be 2.94 billion CNY in 2023, with a slight decrease to 2.84 billion CNY in 2024, before rising to 3.10 billion CNY in 2025 [5]. - The company’s earnings per share (EPS) is forecasted to be 0.93 CNY in 2023, decreasing to 0.90 CNY in 2024, and then increasing to 0.98 CNY in 2025 [5]. - The company’s price-to-earnings (P/E) ratio is projected to be 6.75 in 2023, slightly increasing to 6.98 in 2024, and then decreasing to 6.41 in 2025 [5].

Group 1: Autonomous Driving Developments - The Beijing high-level autonomous driving demonstration zone has accumulated nearly 40 million kilometers of autonomous driving testing mileage, showcasing the rapid development of the autonomous driving industry in Beijing Yizhuang [2][5] - The core of the "vehicle-road-cloud integration" model is collaboration, which involves smart road infrastructure, connected vehicles, and a powerful cloud platform to enhance system safety and operational safety [3][5] - The integration of vehicle-road-cloud systems allows for improved safety in complex traffic environments, addressing challenges such as blind spots caused by larger vehicles [3][5] Group 2: Talent Demand in Autonomous Driving - The autonomous driving industry is expected to create a significant demand for high-end talent, with new job roles emerging in areas such as remote safety personnel and data management [6][8] - The industry faces challenges in handling extreme weather conditions, necessitating advanced sensor technology and multi-sensor fusion to ensure operational safety [6][7] - As the technology evolves, the need for specialized training and knowledge in the field will increase, leading to the creation of new job opportunities rather than merely replacing traditional roles [8] Group 3: Maritime Navigation Innovations - The introduction of smart pilot systems and navigation simulators is enhancing the efficiency and safety of pilot operations in maritime navigation [10][11] - The smart pilot system integrates real-time tidal information and advanced radar technology to improve decision-making accuracy for pilots [11][12] - Training simulators provide a realistic environment for pilots to practice navigating under various weather conditions, contributing to skill development and operational preparedness [12][13] Group 4: High-Speed Maglev Train Development - The successful rollout of a 600 km/h high-speed maglev train system in Qingdao marks a significant advancement in China's transportation capabilities, filling the speed gap between aviation and high-speed rail [15] - This maglev system is positioned to facilitate rapid commuting within urban clusters and enhance long-distance transportation networks, supporting the vision of a "strong transportation nation" [15]

Core Viewpoint - The article emphasizes the significant progress and strategic importance of smart connected vehicles in China, driven by a series of government policies and initiatives aimed at fostering innovation and commercialization in the sector [4][5][18]. Policy Framework - Since 2020, the Chinese government has introduced multiple policies to support the development of smart connected vehicles, including the "Smart Vehicle Innovation Development Strategy" and various guidelines for testing, application, and infrastructure development [4][5][6]. - The 2020 strategy aims for the establishment of a comprehensive ecosystem for smart vehicles by 2025, including technological innovation, regulatory frameworks, and safety standards [6]. Pilot Programs and Implementation - The government has initiated pilot programs in various cities to promote the integration of smart city infrastructure with smart connected vehicles, with 16 cities identified for collaborative development [7]. - By the end of 2024, significant infrastructure improvements have been made, including over 3.2 million kilometers of open testing roads and the installation of more than 50,000 5G base stations [19]. Market Growth and Projections - The market penetration of vehicles with driving assistance features has increased from 23.5% in 2021 to 57.3% in 2024, with expectations to exceed 70% by 2025 [20]. - In 2023, sales of smart connected passenger vehicles with combined assistance features reached 9.953 million units, achieving a market penetration rate of 47.3% [20]. Technological Advancements - The article highlights the ongoing development of higher-level autonomous driving technologies, with L2 and above expected to penetrate mid-range vehicles, while L3 and higher are still in testing phases [20]. - The establishment of a national standard system for vehicle connectivity is underway, with goals set for 2025 and 2030 to support the development of autonomous driving capabilities [12][11]. Safety and Regulatory Measures - Recent guidelines have been issued to enhance the management of smart connected vehicle production, including data security, software upgrades, and product recalls [10][17]. - The government is focusing on creating a robust regulatory framework to ensure the safety and reliability of smart connected vehicles as they move towards commercialization [14][17].

Core Insights - The rapid development of autonomous driving technology is transforming traditional transportation experiences, with Chinese companies emerging as leaders in this field [1] Group 1: Development of Autonomous Driving in China - Beijing has established the world's first integrated high-level autonomous driving demonstration zone, focusing on a comprehensive system that includes smart roads, vehicles, real-time cloud services, reliable networks, and precise mapping [2] - The demonstration zone has progressed through four phases, expanding from an initial coverage of 22.1 kilometers to 600 square kilometers, and is now entering the 4.0 phase, which will further integrate with "smart city" development [2] Group 2: Regulatory Framework and Applications - Starting April 1, 2025, the Beijing Autonomous Driving Vehicle Regulations will support various applications of autonomous vehicles, including personal passenger transport and public transport services, to enhance travel convenience and safety [3] - The demonstration zone currently supports eight application scenarios, including unmanned shuttles, autonomous sanitation vehicles, Robotaxi, and unmanned delivery services [3] Group 3: Market Potential and Competition - The global autonomous driving market is projected to reach approximately $158.3 billion in 2023, with a year-on-year growth of 29.97%, and is expected to grow to $273.8 billion by 2025 [5] - China is anticipated to become the largest Robotaxi service market, with an estimated market size of $200 million in 2025 and $39 billion by 2030, accounting for over half of the global market share [5] Group 4: Strategic Positioning and Talent - Domestic companies in China are recognized for their early and rapid development in the autonomous driving sector, possessing significant talent and technological innovation advantages [7] - The competition in autonomous driving is not limited to the US and China; many countries are investing heavily to secure strategic advantages in this technological revolution [6]

Group 1 - The core viewpoint of the news is the introduction of new solutions for inter-provincial freight and commuting through the launch of the Beijing-Xiong'an-Baoding vehicle-road-cloud pilot routes and scenarios [1] - The pilot routes focus on three main scenarios: freight logistics, airport shuttle connections, and inter-provincial commuting corridors, aiming to enhance efficiency and reduce costs [1] - The initiative is a significant breakthrough in the smart transportation sector under the Beijing-Tianjin-Hebei coordinated development strategy, promoting infrastructure interconnectivity and data sharing [1] Group 2 - The Xiong'an New Area Intelligent Connected Vehicle Operation Center was inaugurated, which will monitor and record data from all intelligent connected vehicles operating in the area [2] - The center aims to ensure the safety of intelligent connected vehicles by issuing warnings for non-compliant behaviors and will serve as a platform for showcasing the intelligent connected vehicle industry [2] - A call for collaboration to build a flexible testing ground for intelligent driving in Xiong'an was made, emphasizing the need for a rich network and abundant data for urban traffic evaluation [2]

Group 1: Industry Overview - The automotive industry is extending from land to air, accelerating the integration with the low-altitude economy, leading to the emergence of a three-dimensional transportation era [1] - Low-altitude flying activities are becoming central to various sectors, including urban air mobility, low-altitude logistics, tourism, emergency rescue, agricultural monitoring, and infrastructure inspection [1] - Flying cars and drones are identified as the main carriers of the future low-altitude economy, evolving into new members of the "car-road-cloud" ecosystem [1] Group 2: Technological Integration - The concept of flying cars has evolved to include both amphibious vehicles and eVTOLs, with the latter becoming the mainstream direction in the industry [2] - eVTOLs represent a cross-disciplinary fusion of aviation and automotive technologies, inheriting core capabilities from traditional aviation while adopting advancements in electrification and automation from the automotive sector [2] - The development of electric and intelligent technologies has been crucial in transitioning flying cars from concept to reality, with significant advancements in the three electric systems and smart driving technologies [2] Group 3: Company Initiatives - Several automotive companies, including XPeng, GAC, FAW, Chery, and Changan, are actively entering the flying car market, with XPeng's "land carrier" flying car set for mass production in 2026 [3] Group 4: Drone and Automotive Integration - Drones are rapidly integrating with automobiles, exemplified by the "Lingyuan" smart car-mounted drone system launched by BYD and DJI, which features dynamic takeoff and landing capabilities [4] - The integration allows for enhanced functionalities, such as real-time traffic monitoring, delivery services, and emergency reconnaissance, paving the way for a future where drones become standard automotive accessories [4] Group 5: Infrastructure Development - The 5G-A network is a critical information infrastructure for the "car-road-cloud" system, offering significantly improved speed, reduced latency, and enhanced connectivity compared to traditional 5G [5] - New information infrastructures, including the BeiDou navigation system and low-orbit satellite internet, are being utilized to support both ground and low-altitude transportation [5] Group 6: National Strategy and Collaboration - The integration of "car-road-cloud" construction and low-altitude economic development is included in national strategies, promoting resource efficiency and technological innovation [6] - Various local governments and enterprises are exploring collaborative development between intelligent connected vehicles and the low-altitude economy [6] Group 7: Future Transportation Vision - A vision for a smart transportation system is emerging, where ground and air transportation will form an integrated system characterized by technological fusion and resource sharing [8] - The evolution towards a "car-road-air-cloud" system aims to address modern transportation challenges, enhancing safety and efficiency [9] - The introduction of flying cars is expected to significantly reduce travel times, redefining commuting distances and urban space value [9][11]

"车路云一体化"，是选做题还是必答题？ 在自动驾驶的技术路径选择上，围绕"单车智能"与"车路协同、车路云一体化"，争议从未停息。 一边，是单车智能技术在辅助驾驶场景广泛应用，并逐步向高级别自动驾驶场景拓展，各大车企间的"智能化"竞赛愈演愈烈；另一边，是多 地将车路云一体化、智能网联汽车写入2025年政府工作报告，车路云一体化建设不断提速。一场关于交通系统的变革正在飞速推进，一幅未 来智能交通的蓝图正在逐渐清晰。 单车智能与车路协同、车路云一体化之间存在竞争关系吗？车路云一体化的商业机遇在哪里？自动驾驶实现"规模经济"，关键策略是什么？ 《车路云50人》对话多位业内人士，尝试对这些问题进行梳理与解答。 车路协同的提出，是从"单车"向"车与交通关系"的探进，本质上并非要与单车智能竞争，因为车辆只是交通系统中的一环而非全部。从"交通 系统"的视角看，长期以来，以人为主的自组织型交通带来的诸多问题，在城市化快速发展的背景下愈发凸显，车路协同技术试图通过引入更 多外部信息与控制，推动交通系统的智能化和自动化发展。 汽车产业的智能化趋势，带动车辆从单纯的交通工具，向移动智能空间转变。这个过程中，移动互联网、移动物联网和移 ...