Author | Shanchuan Jun Editor | Shanchuan Research
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In the first half of the year, A-share artificial intelligence showed an epic market, which led to the entry into the hype stage of the industry in the second half of the year. The update speed of smart driving car companies (new car launch and system OTA) has been significantly accelerated, and the competition for smart driving has fully opened: Xiaopeng G6 directly brings the smart driving solution with lidar to the 200,000 segment (the domestic solution for this solution first volume). Experts believe that the backwardness in the early stage of automobile intelligence may become a permanent backwardness. Intelligent driving forces car companies to enter the life-and-death knockout stage ahead of schedule.
PART 01
Market review
The market leads the market: Zhejiang Shibao 90%+, Cyrus 80%+, Xiaopeng Motors 60%+, Bethel, Asia Pacific shares 30%+
(Only for review, not for recommendation, do not buy).
◆ On June 9, Huawei Yu Chengdong: The domestic L3 autonomous driving standard is expected to be released by the end of the month.
◆ Tesla delivered 466,000 vehicles in the second quarter and completed nearly half of its annual target in the first half of the year. Tesla's stock price continues to set new highs for the year.
◆ On June 18, Li Auto will push the city NOA function that does not rely on high-definition maps to internal test users in Beijing and Shanghai within June, and open the commuting NOA function to users in the second half of the year, and complete 100 cities before the end of the year. .
◆ Media reports on June 19: Tesla applied for a patent for the steer-by-wire system. The steering wheel and the wheels do not need to be mechanically connected but only controlled by electrical signals.
◆ On June 21, the Ministry of Finance and other three departments issued an announcement on the continuation and optimization of the new energy vehicle purchase tax reduction and exemption policy.
◆ On June 29, Xiaopeng G6 was officially launched, starting at RMB 209,900. Equipped with 800V charging architecture and intelligent assisted driving (lidar, XNGP). Super smart driving has entered the 200,000-volume popularization range.
◆ On July 1, five departments including the Ministry of Industry and Information Technology issued an opinion on "Deeply Promoting the Continuous Improvement of the Reliability of Autopilot Systems and Other Related Products", which pointed out that the automotive industry will focus on steer-by-wire, brake-by-wire, automatic gear shifting, and electronic throttle wait.
◆ On July 1st, Weilai Automobile: NOP+ Enhanced Pilot Assist official version was released.
◆ On July 3, BYD launched its high-end intelligent driving assistance system "God's Eye" at the release conference of the Denza N7 intelligent hunting SUV model.
◆ On July 6, Xiaopeng Motors announced on July 6 that OTA 4.3.0 has been fully pushed, the new generation of NGP is launched, and the city NGP has newly added coverage of Beijing and Foshan.
◆ On July 6, Musk: Level 4 to 5 fully automatic driving will be achieved later this year.
◆ On July 7, the Office of the Beijing High-Level Autonomous Driving Demonstration Zone announced that it would officially open the pilot commercialization of "unmanned vehicles" for intelligent connected passenger vehicles.
◆ On July 8, at the 2023 World Artificial Intelligence Conference-Smart Driving Forum held in the Zhangjiang Science Hall, 15 vehicles from three companies including Baidu Zhixing, AutoX, and Pony.ai won the first batch of driverless vehicles released by Pudong New Area Intelligent connected vehicle road test license.
PART 02
future outlook
◆ In July, the market expects that the new Model 3 is expected to be released: the market generally expects that Model 3 will add steering by wire.
◆ The game of FSD entering China (the market rumors are uncertain, and the real implementation is doubtful).
◆ At the end of June and early July, domestic L3 autonomous driving standards are expected to be released. (Huawei Yu Chengdong)
◆ Huawei’s smart driving update in July: After the OTA upgrade of the M5 smart driving version in July, the NCA smart driving function in urban areas will be available in Shanghai, Guangzhou, Shenzhen, Chongqing, and Hangzhou. The urban NCA of the fine map will be implemented in 15 cities, and will increase to 45 cities by the fourth quarter.
◆ On July 20th, Tesla will announce its second quarter financial report for 2023 in the early morning of July 20th, Beijing time.
◆ On July 26, 2023 China (Shanghai) International Auto Parts Exhibition.
◆ On July 27, the 2023 Wuhan International Automobile Manufacturing Technology and Intelligent Equipment Expo will be the theme exhibition of automobile electronics and electrical appliances.
◆ On August 4, 2023, the 9th Shanghai International New Energy Vehicle Technology and Supply Chain Exhibition.
◆ On August 25, the Chengdu International Auto Show opened on August 25.
◆ At the end of September, Tesla Cybertruck may conduct the last test before it is put into production and plans to deliver it by the end of Q3 this year.
PART 03
policy
◆ In May 2023, high-level executives revealed that the "Intelligent Connected Vehicle Standard System Guide" will be released soon, and said that there will be benefits in supporting intelligent driving at L3 level/and above.
◆ On June 21, 2023, the State Council stated at a briefing on the high-quality development of new energy vehicles that it will support key technology research for smart vehicles, improve network infrastructure such as "vehicle-cloud integration", and deepen testing and demonstration applications. The policy once again emphasizes the support for the commercial use of L3 and above autonomous driving tracks.
◆ In 2023 H2, the second phase of the construction of the intelligent networked traffic test demonstration platform will be completed and put into operation in the second half of this year. At that time, it will support the Shenzhen intelligent networked vehicle product access (L3 level, L4 level) test, and will help solve the problem Key data accumulation and market access issues in the development of intelligent networked transportation.
PART 04
Car Enterprise Planning
In 23 years, H2 realized the large-scale promotion of the city pilot assisted driving function.
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