According to Chinanews.com, on June 7, Baidu signed a cooperation agreement with Desaixiwei, United Automotive Electronics, Hangsheng Electronics, Botai Electronics and other leading auto parts manufacturers, and will jointly develop smart driving mass production solutions in the future. . Baidu said that in the future, it will give the greatest sincerity to empower its partners, and will continue to explore new cooperation models with more manufacturers. It is necessary for China's smart driving to enter the mass production stage early and achieve "curve overtaking." Bimetallic Twin Screw and Barrel ZHOUSHAN HUARUI MACHINERY MANUFACTURING CO., LTD. , https://www.huaruiscrew.com
Baidu released an autopilot platform open program called "Apollo" on April 19th, which will provide an "open, complete, secure" software platform for partners in the automotive industry and autonomous driving to help them combine vehicles and The hardware system quickly builds a complete autonomous driving system of its own. The "Apollo" platform includes four parts: vehicle platform, hardware platform, software platform, and cloud data service. Baidu will open code or capabilities for environmental awareness, path planning, vehicle control, in-vehicle operating systems and more, and provide complete development testing tools. At the same time, Baidu will also select the best cooperation partners in the fields of vehicles and sensors to form a collaborative alliance and recommend it to project participants to further reduce the R&D threshold of unmanned vehicles and promote the rapid spread of technology.
Market research firm IHS predicts that global driverless car sales will reach 230,000 in 2025 and 11.8 million in 2035, when the number of driverless cars will reach 54 million. Among them, the annual sales of 4th-level fully driverless vehicles in 2035 can reach 4.8 million, of which the North American market share will reach 29%, China is 24%, and Western Europe is 20%.
In March 2016, China Association of Automobile Manufacturers issued the "13th Five-Year Plan for Automotive Industry Development Planning", proposing to actively develop intelligent networked vehicles. By 2020, intelligent networked vehicles with driver assistance functions (level 1 automation) In the past, the penetration rate of new cars reached 50%, and the penetration rate of new cars with conditional automation (level 2 automation) reached 10%. China's huge car ownership and automobile market scale provide a broad space for the development of the driverless industry.
As the world's largest auto market, China has many car brands and a more open cooperation environment. Baidu's "Apollo" project and the specific implementation of this cooperation will collide with the automotive industry to create many opportunities for innovation, which will drive rapid changes in the industry and provide an excellent opportunity for A-share companies to integrate into the autonomous driving ecosystem. It is recommended to focus on Neusoft Group (600718.SH), NavInfo (002405.SZ), Joyson Electronics (600699.SH) and Asia Pacific (002284.SZ) and other listed companies in the field of automatic driving.