当方向盘后空无一人，汽车如何应对北京复杂的路况？ 来源：北京科协 当清晨的地铁开始穿梭，当晚高峰的车灯汇成河海…… 我们习以为常的每一次出发与抵达，背后是谁在守护？ 答案，藏在一次深夜的地铁隧道巡检中，藏在一辆没有方向盘的汽车里，藏在一张我们看不见却无处不 在的智能网络内。 你或许从未察觉，AI正悄然成为北京这座超大型城市的"交通指挥官"。 这是如何实现的？ 当地铁收班，隧道里为何亮起"AI探照灯"？ 它们正在北京的轨道上、路面下和云端系统中真实运行。 你看到了吗？ 敬请关注"科技创新调研行"——六集"人工智能+"主题纪录片《AI向新力》之《驰骋：智能交通》。 与我们一同走进幕后，揭开智能交通的奥秘，看见科技如何让我们的城市行得更稳，走得更远。 "科技创新调研行"——六集"人工智能+"主题纪录片《AI向新力》，由北京市科学技术协会出品，北京 科普发展与研究中心承制，通过纪实镜头全景展现首都以人工智能为核心引擎，培育和发展新质生产力 的生动实践。 当红绿灯学会"思考"，道路能与汽车"对话"，这个系统究竟有多聪明？它甚至开始……自我演进？ "城市交通超脑"能预见未来的拥堵吗？它如何在新区建成前就规划出畅通的蓝图？ ...

Core Viewpoint - The smart transportation sector has seen a decline in capital events and investment, with major telecom operators increasing their market share, while the market for road information and intelligence remains underdeveloped [1][2]. Group 1: Investment and Market Dynamics - The smart transportation sector has experienced a decrease in investment, with a stable market structure dominated by three major telecom operators [1]. - Players in the road information and intelligence sector are primarily state-owned enterprises or quasi-listed companies, indicating a lack of competition and maturity in the market [1]. - Despite the overall decline, there are still capital movements, with companies like Guangxi Jiaokao Group and Zhongkong Information pursuing public listings [1][4]. Group 2: Guangxi Jiaokao Group - Guangxi Jiaokao Group, now renamed Beitou Technology, focuses on smart highway services, including toll collection, communication, monitoring systems, and tunnel electromechanical systems [2]. - The company reported a revenue of 3.19 billion yuan and total assets of 6.65 billion yuan in 2024, with performance commitments for net profits of at least 228 million yuan, 207 million yuan, and 150 million yuan for 2025, 2026, and 2027 respectively [2][3]. Group 3: Zhongkong Information - Zhongkong Information is a smart infrastructure service provider, focusing on urban transportation, rail transit, and environmental services, with a significant portion of its revenue coming from system integration [4][5]. - The company had revenues of 3.085 billion yuan, 3.325 billion yuan, and 3.185 billion yuan from 2021 to 2023, with net profits of 150 million yuan, 159 million yuan, and 146 million yuan respectively [5]. - Zhongkong Information's IPO application was accepted in June 2023 but was withdrawn in August 2024, halting its listing review [4][6].

Core Insights - The event focused on the deep integration and innovative application of AI and robotics in the transportation sector, highlighting the importance of collaboration among government, industry, academia, and research [2][4]. Group 1: Event Overview - The 2025 Guangdong-Hong Kong-Macao Greater Bay Area Artificial Intelligence and Robotics Industry Conference featured a special session on "AIR + Transportation," showcasing advanced technologies like the "Traffic Jia Hong" operating system and all-station cruising robots [4]. - The event aimed to facilitate the transformation of technological achievements into productive forces through product displays, project roadshows, and specialized discussions [4][5]. Group 2: Industry Development - The Vice Minister of the Guangdong Provincial United Front Work Department emphasized that Guangdong's transportation solutions are expanding from the Greater Bay Area to the entire country and globally, with several companies rapidly growing in smart rail and smart transportation sectors [4]. - The event included a "Supply and Demand Matching Symposium," where representatives discussed urban traffic governance and urban rail transit, leading to initial cooperation intentions [7]. Group 3: Expert Insights - A keynote report by a Singapore Academy of Engineering Fellow analyzed the latest international research progress and future trends in sensor technology and multimodal perception technology in areas such as autonomous driving and traffic management [7]. - The President of the Guangdong Intelligent Transportation Association discussed the transition of intelligent transportation from "perception and reaction" to "awareness intelligence," outlining key pathways for this transformation [7].

Company Information - Tianmai Technology (SZ 300807) announced on December 12 that its fourth board meeting will be held on December 12, 2025, in Zhengzhou, where it will discuss the appointment of an accounting firm and other documents [1] - For the year 2024, Tianmai Technology's revenue composition is 100% from intelligent transportation [1] - As of the report date, Tianmai Technology has a market capitalization of 3.3 billion yuan [1]

Group 1 - The 2025 Guangdong-Hong Kong-Macao Greater Bay Area Artificial Intelligence and Robotics Industry Conference (XAIR) focuses on the integration of AI in transportation, emphasizing the need for an open, collaborative, and sustainable ecosystem [1] - The project led by the China Industrial Internet Research Institute aims to create a comprehensive service platform that covers technology research and development, scenario matching, and industrial collaboration, accelerating the integration of AI solutions in key sectors like transportation and manufacturing [1] - The event aims to establish efficient connections between government, industry, academia, research, and investment, facilitating precise matching of demand and technology, and promoting high-quality development in transportation through AI [1] Group 2 - The Chief AI Scientist of Jiadu Technology presented a dual-driven approach using the "Zhixing" industry model and "Traffic Jiahong" operating system to build a smart transportation empowerment system, focusing on real-time network status perception and operational efficiency [2] - The President of the Guangdong Intelligent Transportation Association highlighted the transition of intelligent transportation from "perception and reaction" to "awareness intelligence," which includes predictive and decision-making capabilities, outlining key pathways for this transformation [2] - The event showcased practical applications of AI technologies, such as the "Road Xiaoling Tong" intelligent monitoring and early warning system for highways, demonstrating real-time network status perception and enhanced management efficiency [2] Group 3 - The "AIR+ Transportation" event effectively promoted the deep integration of AI and robotics technology with the transportation industry, contributing to the formation of new productive forces in the transportation sector and the establishment of a modern comprehensive transportation system for the future [3]

Core Insights - The 7th Zhejiang International Smart Transportation Industry Expo opened in Hangzhou, showcasing significant policies and innovations in the transportation sector [1] - The event features the launch of the "Four Ports Intelligent Transportation" model, aimed at enhancing logistics efficiency through AI integration [1] - A total of 280 companies participated, displaying 695 new technologies and products, including notable exhibits like the "Tianmu Mountain No. 1" hydrogen-powered drone [1][2] Group 1: Event Highlights - The expo runs from December 11 to December 13, 2023, and includes the release of the "Traffic Technology Innovation Cooperation Agreement" and the "Zhejiang Province Comprehensive Transportation First (Set) Equipment Promotion Application Guidance Directory (2025 Edition)" [1] - The "Tianmu Mountain No. 1" drone set a Guinness World Record for the longest flight distance of a hydrogen fuel cell-powered multirotor drone, covering 188.605 kilometers [2] - The event features five major theme pavilions and two special exhibition areas, attracting leading companies such as CRRC, Hikvision, and Huawei [1] Group 2: Technological Innovations - The expo showcased advanced robotics in the shipping sector, including the first empty container binding robot and inspection quadruped robot, enhancing operational safety and efficiency [2] - A "Rotor-style Cable Detection Robot" was presented, capable of non-destructive climbing and inspection of cable surfaces, achieving a detection efficiency of 20 meters per minute [2] - The event also highlighted the "Transportation+" themed exhibition area, promoting various travel brands and the integration of transportation with tourism [2] Group 3: Historical Context - The Zhejiang International Smart Transportation Industry Expo has been held for six consecutive years, displaying over 2,000 new technologies and attracting more than 2,500 key domestic and international enterprises [4]

Core Insights - Shanghai Electric Science and Technology Intelligent System Co., Ltd. (referred to as "Electric Intelligence") has established an innovative doctoral workstation for aerial and ground transportation in the Sifang Art Lake area of Nanjing, integrating technology and art [1][3] Company Overview - Electric Intelligence originated from the Shanghai Electric Research Institute and has focused on the intelligent transportation sector since the 1990s, becoming a leading solution provider and system integrator in China [3] - The company holds multiple first-class qualifications from the Ministry of Housing and Urban-Rural Development and the Ministry of Transport, and has received numerous awards for its scientific achievements, including national and municipal science and technology progress awards [3] Strategic Development - The establishment of the doctoral workstation is a key part of Electric Intelligence's strategy for industry-academia-research collaboration, focusing on smart traffic management and smart city initiatives [3] - The workstation aims to promote the integration of low-altitude economy and ground intelligent equipment innovation, serving as a "natural laboratory" for the development and testing of low-altitude intelligent equipment [3] Innovation Environment - The Sifang Art Lake area, surrounded by natural landscapes and featuring works from over 20 top international architects, provides a unique environment for testing intelligent devices such as drones and robotic dogs [3] - The presence of Electric Intelligence in the area is expected to inject strong industrial momentum, attracting upstream and downstream enterprises and creating a virtuous cycle of "business attracting business" [3] Regional Development - The establishment of the doctoral workstation signifies the transformation of the Sifang Art Lake area from a "culture + art" hub to a "culture + art + technology" innovation highland [3]

Core Insights - Chengdu's Metro Line 18 is under complex construction, involving multiple transportation hubs and advanced digital construction technologies [1][2] - The project is providing a testing ground for small and medium-sized enterprises (SMEs) to validate and optimize their innovative construction technologies [2][3] - Other cities in China are also opening up various public service scenarios to facilitate the application of new technologies by SMEs [5][6] Group 1: Construction and Technology Innovation - Chengdu Metro Line 18 is utilizing four shield tunneling machines and has developed a specialized cutter head system to adapt to complex geological conditions [2] - The project has established a comprehensive digital construction support system, allowing SMEs to test their technologies in real-world scenarios [2][4] - The collaboration with local authorities is enhancing the application of big data and AI in construction, improving project management and coordination [2][4] Group 2: Broader Application of New Technologies - The underground parking lot in Chengdu High-tech Zone is being used to test autonomous parking technologies, addressing common parking challenges [3][4] - Other cities like Hangzhou, Suzhou, and Guangzhou are also creating smart service scenarios to support the development of technologies in public transportation, elderly care, and healthcare [5][6] - These initiatives not only address public needs but also provide SMEs with practical opportunities to deploy their innovations [6] Group 3: Mechanism Innovation and Support - Chengdu has established a dedicated team to promote application scenarios for new technologies, offering financial support ranging from 300,000 to 1 million yuan for selected projects [8] - The city is implementing a structured process to identify and promote advanced technologies and products, facilitating their transition from prototypes to market-ready solutions [8][9] - Other cities are also innovating their mechanisms to enhance the application of new technologies across various sectors, moving towards a more systematic approach [9]

Core Insights - The third Beijing Intelligent Transportation Conference highlighted the advancements in smart transportation, showcasing Beijing's achievements in intelligent connected roads and smart city networks, with over 600 square kilometers covered and more than 3,800 million kilometers of testing mileage [1][2][3] - The transition from "car sees light" to "light sees car" represents a significant evolution in traffic management, emphasizing the need for a more integrated and systematic approach to value realization in smart transportation [1][6] Group 1: Systematic Development - Beijing's smart transportation system is characterized by an integrated development model of "smart cars, intelligent roads, and collaborative cloud" [2] - The deployment of intelligent connected standards at intersections has significantly improved the integration and aesthetics of road facilities [3] - The collaboration between companies like Baidu and Pony.ai with roadside facilities enhances the safety and operational domain of autonomous vehicles [3] Group 2: Addressing Real-World Needs - There is a growing discussion on how to ensure that substantial technological investments effectively serve economic and social development, focusing on immediate public needs such as safety and efficiency [4][5] - Experts emphasize the importance of balancing forward-looking exploration with immediate empowerment to enhance road safety and alleviate congestion [4][5] Group 3: Future Pathways - The ultimate value of smart transportation lies in enhancing core capabilities, including precise service delivery, emergency response, and comprehensive scheduling based on big data [6] - A cost-effective technology path is gaining traction, focusing on leveraging existing data resources rather than solely investing in high-end hardware [6] Group 4: Role of Artificial Intelligence - AI is increasingly recognized as a powerful tool for enhancing core capabilities in transportation, with applications in anomaly detection and emergency response [7] - The consensus is that government investment remains crucial for basic safety services, while market-driven value-added services are also being explored [7] Group 5: Expansion of Autonomous Driving - The Beijing high-level autonomous driving demonstration zone has upgraded to version 3.0, expanding its coverage and testing scale [8] - The future focus will be on commercializing autonomous driving in specific scenarios such as logistics and transportation hubs [8]

Core Insights - The third Beijing Intelligent Transportation Conference highlighted the advancements in smart transportation, particularly in the Yizhuang area, which has become the world's first high-level autonomous driving demonstration zone, covering 600 square kilometers with over 1,000 vehicle-mounted units and more than 33 million kilometers of testing mileage [1][4][12] - The industry is shifting from a focus on single technological breakthroughs to a more complex and systematic approach to value realization in smart transportation [3] Smart Transportation Framework - Beijing's smart transportation system is characterized by an integrated development model of "smart vehicles, intelligent roads, and collaborative cloud" [4] - "Smart vehicles" utilize intelligent autonomous driving systems to perceive their environment and make decisions, while "intelligent roads" collect dynamic traffic data through traditional devices [4][5] - The "cloud" aspect encompasses various platforms for information construction, including cloud control platforms and applications, facilitating the "vehicle-road-cloud integration" [4][6] Achievements and Innovations - The demonstration zone has defined new standards for intelligent connected intersections, enhancing the integration and aesthetics of road facilities [5] - The development of the first domestic tri-mode communication vehicle-mounted terminal ensures reliable communication links, which is crucial for the safety of autonomous driving [5][6] Industry Challenges and Discussions - There is an ongoing discussion about aligning significant technological investments with the immediate needs of the public, focusing on basic safety and efficiency rather than advanced autonomous driving systems [7][8] - Experts emphasize the need for a balanced approach between forward-looking exploration and immediate empowerment, advocating for a multi-layered system that includes both public services and market-driven value-added services [8][9] Future Directions - The ultimate value of smart transportation lies in enhancing core system capabilities, including precise service capabilities, emergency response capabilities, and comprehensive scheduling based on big data [9][10] - Artificial intelligence is increasingly recognized as a powerful tool for improving these core capabilities, with applications in anomaly detection and emergency response [11] - A sustainable business model combining government-funded basic services with market-driven value-added services is seen as essential for the healthy development of the industry [11][12]