关于“陕国投Ａ”的报告
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艾媒研报 |鸿泉物联：智能网联汽车产业发展提速，商用车领域率先受益
本报告研究涉及企业/品牌/案例：陕汽，北汽福田，吉鑫汽车，苏州金龙，安徽华菱，北奔，中交兴路，鸿泉物联，四维图新，兴民智通，新宁物流，德赛西威，瑞明股份，亚讯网络，一汽解放，东风汽车，中国重汽，东风汽车，英泰斯特，北大千方
5G”时代来临，基于5G技术演进形成的车用无线通信技术(C-V2X)将极大扩充车联网行业应用场景，此外，人工智能的飞速发展进一步推动无人驾驶技术的成熟。汽车产业将朝着智能化、网联化方向快速发展。与此同时，政府颁布多项政策，为行业发展护航，车联网产业前景广阔。iiMedia Research(艾媒咨询)数据显示，2018年中国车联网市场规模为2730亿元，同比增长20.8%，在技术与政策的双轮驱动下，车联网市场规模增长提速，预计2020年中国车联网市场规模将突破4000亿元。由于商用车受监管部门政策以及运营平台商业化效率的影响更大，对产品智能化的需求更为迫切，因此车联网有望在商用车领域率先落地。鸿泉物联是国内较早从事辅助驾驶研究的企业之一，其智能网联设备等产品在商用车上被广泛使用，市场地位稳定。但受制于其相对薄弱的研发实力及对大客户的依赖，公司能否把握住行业增长的风口尚存不确定性。
With the advent of the “5G” era, the vehicle wireless communication technology (C-V2X) based on the evolution of 5G technology will greatly expand the application scenarios of the vehicle networking industry. In addition, the rapid development of artificial intelligence further promotes the maturity of driverless technology. The automotive industry will develop rapidly in the direction of intelligence and network. At the same time, the government has issued a number of policies to escort the development of the industry, and the automotive networking industry has broad prospects. According to iiMedia Research, the scale of China's car networking market in 2018 is 273 billion yuan, up 20.8% year-on-year. Under the two-wheel drive of technology and policy, the scale of the car networking market is growing faster. China's car networking is expected in 2020. The market size will exceed 400 billion yuan. As commercial vehicles are more affected by the regulatory policies and the commercialization efficiency of operating platforms, the demand for product intelligence is more urgent, so the Internet of Vehicles is expected to take the lead in the commercial vehicle field. Hopechart is one of the earliest companies engaged in assisted driving research in China. Its intelligent network equipment and other products are widely used in commercial vehicles, and its market position is stable. However, subject to its relatively weak R & D strength and dependence on large customers, there is still uncertainty about whether the company can grasp the growth of the industry. -
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