Not only is Huawei actively deploying autonomous driving, but domestic giants have already rushed to settle in. According to the data, the first project in China was Baidu Apollo, which was tested in Changsha last September and obtained test licenses and manned licenses in many places; In June, Gaode reached a cooperation with Wenyuan Star, an autonomous driving company, to launch self-driving taxi operation services for Guangzhou citizens; On June 27, Didi Chuxing began to provide unmanned services to users in Jiading District, Shanghai; On July 9, Musk said at the 2020 World Artificial Intelligence Conference (WAIC) that Tesla is expected to complete the basic functions of L5 autopilot within one year.
McKinsey predicts that by 2030, new car sales and travel services related to autonomous driving will generate more than $500 billion in revenue, and self-driving vehicles deployed by travel service providers will account for 1 1% of PKMT, and privately owned self-driving vehicles will account for 2%.
Guohai Securities Bao and others published a research report in July 12, pointing out that if Tesla landed at L5 level for autonomous driving one year later, the promotion of smart cars in other car factories is expected to increase. At the same time, with the cost reduction of vehicle-mounted radar, camera and other equipment in the future, the economic benefits of autonomous driving will be reflected, large-scale application will be accelerated, and industry-related companies will benefit obviously. Zhongke Chuangda, Siwei Tuxin, Ruiming Technology, Desai Siwei and Qian Fang Technology are recommended.