L3 autopilot landing, software value is about to take off? Good for building new forces!
Recently, Shenzhen announced that from August 1st, the Regulations of Shenzhen Special Economic Zone on Intelligent Networked Vehicles will be officially implemented. As the first regulation on intelligent networked vehicle management in China, Shenzhen will allow smart cars with L3 intelligent driving ability to go on the road. This breakthrough has made many people call 2022 the "first year of intelligent driving".
In the era of electric vehicles, intelligence has become the core of the competition among car companies. Whether it is intelligent hardware or system software, the whole industry has begun to embark on the road of involution. Self-parking in previous years, laser radar in 2021, 800V high-voltage platform this year, and navigation-assisted driving function have been in a state of fierce competition among car companies, especially among the new forces that build cars.
Starting from the introduction of L3 smart driving regulations in Shenzhen, China may gradually liberalize the relevant restrictions on smart driving, which is undoubtedly good news for new car companies. According to the forecast of china galaxy Securities, relevant models of Huawei and New Power are equipped with L3-class autopilot system, and the value of Weilai software will gradually increase, and the "intelligent value" of automobiles will become more prominent.
He Xiaopeng, CEO of Xpeng Motors, commented on the Regulations issued by Shenzhen, saying: This will be a landmark that is worth recording in the history of autonomous driving in China.
Among many new forces, Xpeng Motors is the best car company that does intelligent driving, including intelligent assisted driving NGP, intelligent voice in full scene and memory parking in parking lot. Tucki invests about 20% of its annual income in research and development, and its emphasis on research and development is as good as Huawei’s. Moreover, Tucki and Huawei are among the few enterprises in China that have intelligent assisted driving technology in urban road conditions. Recently, the urban NGP engineering version released by Tucki has also shown a wave of muscles in the industry. However, due to the lack of computing power of Tucki P5, the city NGP wants to play its biggest role, and it depends on the upcoming flagship SUV-Tucki G9.
Tucki G9 is not only equipped with the next-generation XPILOT 4.0 intelligent auxiliary system, but also its chip and computing power have been upgraded, and the experience of automatic driving and intelligent cockpit is more advanced. Coupled with the mass production of 800V high-voltage platform, it has a fast charging experience of 200 kilometers in 5 minutes, which is simply a benchmark model in the era of electric vehicles.
In the next few years, more advanced intelligent driving will appear on passenger cars. For new force car companies, the combination of intelligent hardware and software can further enhance the gross profit of vehicles, and the current loss situation of new forces is gradually reversing.