How does the smart car go, left or right? Cooperating with Chelu may be the best
2021-10-21 14:21
During this year's Shanghai Auto Show, almost all exhibitors are "showing" their high-end intelligent driving cars, especially ARCFOX Alpha S "automatic driving without intervention in 1000 kilometers of urban areas" equipped with Huawei's autonomous driving technology and Hongmeng OS system. Consolidate the concept of the first year of intelligent driving.
At present, there are two main schools in the intelligent driving industry: one is the bottom-up intelligent driving route of vehicle companies, starting with L2 assisted driving, and slowly breaking through; the second is the top-down autonomous driving route of intelligent driving companies, which means Ascend to the sky in one step. Facing the situation of intelligent driving, who will be the first to break the siege?
At the 2021 Auto Capital Forum, the participants agreed that only the division of labor and collaboration between vehicle companies and smart driving companies can reduce costs, determine industry standards, and consumers will pay. Only when the upstream and downstream of the intelligent driving industry chain work together can there be winners.
At the same time, whether smart driving is smart on a bicycle or a road-to-vehicle collaboration is also the focus of debate in the industry. Participants believe that vehicle companies and intelligent driving companies must break through the doorway and open the vehicle on the road data to the entire industry to filter out useful data and further improve the accuracy of intelligent driving. It is too early to talk about which route is even now. Only when the bicycle intelligence and the vehicle road cooperate with the "two-legged" walking, can we find a better application scenario.
The intelligent driving track is related to the transformation and upgrading of the automobile industry and the energy industry, as well as travel and artificial intelligence AI. It is a complex of these four huge industries. Its investment value is unquestionable. Since the beginning of this year, there have been more than 50 investment and financing events in the autonomous driving industry, and the amount of investment and financing has reached nearly 100 billion yuan, which has reached the highest value in the past. Investors at the meeting believed that with the maturity of technology and continued capital investment, this track will continue to develop. Some investors even said that if you go back to five years ago, the top two companies in each segment should keep their eyes closed.
With the advent of the second wave of investment in smart driving, the valuation of smart driving companies has risen. Facing the imperfect status of laws and regulations, car company standards, etc., the capital market also needs more patience and longer-term investment plans. .
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