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Titanium Media Has Learned: Baidu has obtained 411 self-driving licenses; Huawei has released a smart oil and gas field solution

via:钛媒体     time:2021/11/19 9:07:38     readed:138

科股早知道

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Must-read news: Baidu has obtained 411 self-driving licenses

According to Baidu's third-quarter report, the Apollo L4 has accumulated more than 10 million test miles, up 189 percent year-on-year, and has obtained 411 self-driving licenses, reflecting Apollo's extensive geographic reach and extensive test scenarios.

According to brokerage analysis, China's smart electric vehicle sales are expected to account for more than 15% of auto sales by 2025, with the Chinese market leading the world. In the medium term, Baidu relies on Apollo's technology reserves, if it can successfully land smart car products, is expected to continue to enjoy the automotive intelligence dividend, for Baidu to open up greater growth space.

Related listed companies

002829 has been selected in Baidu's Apollo program to provide its unmanned vehicles with a combined navigation system for its autonomous driving core, the Inertia/Satellite (GNSS/INS).

High emerging (300098) has joined Baidu Apollo ecology, the two sides will complement each other, resource sharing and other ways, around the car network, road coordination, intelligent traffic areas to carry out in-depth cooperation, and jointly accelerate the construction of intelligent traffic, to create a new pattern of intelligent urban transportation.

Must Read 2: Huawei Announces Smart Oil and Gas Field Solutions

Huawei's Smart Oil and Gas Field Solution Architecture includes four levels: industrial terminals, IoT networks, digital platforms, and intelligent applications. By focusing on the safe and efficient needs of the oil and gas business scenario, Huawei has helped the oil and gas industry to increase storage and production, reduce cost efficiency, safe operation and green development.

The U.S. Energy Information Administration (EIA) expects U.S. onshore oil production to increase by more than 1 million barrels per day in 2019, mainly from unconventional oil exploration. To achieve production and capital efficiency goals, unconventional oil and gas producers need to maximize on-site productivity by optimizing design and production operations, such as building a cloud-based digital oilfield platform that improves operational efficiency across the field. In addition, China's oil and gas automation market will be 8.05 billion yuan in 2019, according to market research reports.

Related listed companies

300084 and Huawei have technical exchanges and cooperation in the digitization and wisdom of oil fields.

Meg Intelligence (002881) will provide corresponding technical research and development services according to Huawei's project needs, while the company's self-developed 5G modules and solutions products can also be used in the construction of smart mines, smart oil fields, smart parks and so on.

Must-read news three: exports hit a record high in the same period, the industry is expected to usher in Davis double-click

Since 2021, the global epidemic is still repeated, overseas parts supply is frequent, China's auto supply chain accelerated overseas, the first three quarters of this year, domestic vehicle and auto parts exports have achieved high growth, the scale has reached a record high for the same period. From January to September, auto parts exports amounted to US$61.51 billion, up 41.8% YoY.

The agency said that firmly optimistic about the electric intelligent transformation to create independent parts suppliers bigger and stronger historic opportunity, the traditional fuel car era in Europe and the United States and Japan car manufacturers dominate, the birth of Bosch, electrical installation, ZF, Magna, Aisin Seigen, mainland and other European and American Parts Giant, and in the era of intelligent electric vehicles, Chinese auto companies are expected to achieve curved overtaking, leading the industrial chain to grow together, superimposed china's speed and cost-effective advantage, I believe will also be born.

Related listed companies

300926 has supplied Huawei's SF5 models and provided steering and door lock components for Tesla.

East Arrow Technology (300978) has successfully targeted a number of car factories, including new energy models, electric tailgate project.

Must-read news four: Car "black box" 2022 mandatory to get on the car

As the leading technical regulation in the field of domestic automobile safety, the Technical Conditions for the Safety of Motor Vehicle Operation, released in February this year, stipulates that from January 1, 2022, all newly produced passenger cars in China will be required to be equipped with EDR. At that time, the "Automotive Event Data Recording System" standard will also be used as the technical national standard of EDR, officially put into use.

EDR (Automotive Event Data Recording System) is known as the "black box" of cars that records data before and after a vehicle accident. The EDR provides far more information than the dashcam, and supports the recording of information such as vehicle speed, steering wheel steering angle, engine operating status, vehicle stability, brake pedal condition (ABS, etc.), throttle pedal position, seat belt usage status, airbag status, driver assistance system status, and speed changes after a collision.

Related listed companies

Quanzhi Technology (300458) existing chip products can support dashcam and other fields, in the dashcam, intelligent driver and other markets have achieved large-scale mass production of products, the company for VR all-in-one applications launched VR9 dedicated chip and has been mass production.

600699 has supplied Tesla with some sensing components, HMI control and automotive safety products, including various types of airbags, seat belts and steering wheel systems, subsidiary Ningbo YushengPree and Datang Group's Chenxin Technology to jointly power automotive smart car combination technology, to create a new generation of TBOX and V2X automotive electronics.

Titanium Small Stocks - Middot; Titanium Media Finance Institute

2021.11.18

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