Market demand analysis of smart transportation?

Development history: China's smart transportation construction has entered a stage of rapid growth

Since 2010, with the continuous development of big data, machine learning and other technologies, AI-based vehicle-road collaboration, autonomous driving, and intelligent travel have become the key directions for the development of intelligent transportation system technology. The evolution process from intelligent transportation to intelligent transportation can be roughly summarized into the following four development stages:

Market size

——Investment scale: The investment scale of the smart transportation market exceeds 200 billion yuan

The proportion of financial construction investment in smart cities at the same level in GDP is about, and the total scale of smart city investment in China in 2020 will be about one trillion yuan, accounting for 3% of the national fixed asset investment.

Based on IDC's statistics that smart transportation accounts for 14% of the investment in smart cities, preliminary statistics show that the scale of China's smart transportation investment in 2020 will be about 225.2 billion yuan.

——Bidding market size: The bidding scale of the industry will grow rapidly in 2020 to nearly 30 billion yuan

According to statistics, China's smart transportation market has shown rapid growth since 2015, and in 2020, the scale of China's smart transportation projects has approached 30 billion yuan.

Development trend: the integration and development of a new generation of information technology and the transportation industry

In 2020, smart transportation is entering a new stage. As an important part of digital infrastructure and the main force of the strategy of building a strong transportation country, China's smart transportation construction has entered the fast lane, accelerating the deep integration of new technologies such as big data, Internet, artificial intelligence, blockchain, and supercomputing with the transportation industry, and carrying out digital and intelligent transformation and upgrading of traditional transportation infrastructure. Realize the interconnection of people, vehicles and road information, promote the integrated development of various modes of transportation, promote the innovation of transportation service models, and finally build a safe, convenient, efficient and green modern comprehensive transportation system.

In the future, with the development and application of new technologies, providing more refined, accurate, perfect and intelligent services for travelers will be an important direction for the public service of intelligent transportation systems. The provision of these services will accelerate the cross-border integration of the transportation industry ecosystem, and the integrated development of automobile manufacturing, automobile services, transportation operation services, Internet, information services, smart transportation and other industries will be a major trend.

Each place of intelligent transportation has its own characteristics, first of all, he is regional, and then the basic situation of each rural area is different, and finally the quality of its rural population is not the same, so each city's intelligent transportation needs to have its own solution, Dimon intelligent transportation one-stop solution, according to your requirements on-site inspection and then make an overall solution, fully guarantee traffic safety, give full play to the efficiency of transportation infrastructure, improve the efficiency of transportation system operation and management level, For smooth public mobility and sustainable economic development.

——Foreseeing 2023: "Panorama of China's Smart Transportation Industry in 2023" (with market size, competitive pattern and development prospects, etc.).

Major listed companies in the industry:Hikvision (002415), E-Hualu (300212), Dahua (002236), TransInfo Technology (002373), Wuyang Parking (300420), Xinzhi Cognition (603869), Zhonghe Technology (000925), NavInfo (002405), Wantong Technology (002331), etc.

Definition: The concept of intelligent transportation originates from intelligent transportation and is more different from intelligent transportation

The concept of intelligent transportation is based on intelligent transportation, which was first proposed by the American Intelligent Transportation Association in 1960, which believes that the intelligent transportation system ITS (intelligent

transportation

system) is a comprehensive application system that effectively integrates and applies advanced information technology, data communication transmission technology, electronic sensing technology, control technology and computer technology to the transportation system, so as to improve the efficiency of the transportation system.

In 2009, IBM officially proposed the concept of intelligent transportation for the first time. In 2012, the concept of smart transportation was first proposed in China's "National Smart City (District, Town) Pilot Index System (Trial)". According to the Planning and Research Institute of the Ministry of Transport of China, smart transportation refers to the integration of information technology in traditional transportation management on the basis of the existing road infrastructure in the city, and the integration of traffic data resources and coordination with various traffic management departments, resulting in a combination of virtual and reality, providing integrated comprehensive transportation services of intelligent comprehensive transportation system.

Industry development prospects and trends: The smart transportation market has great potential and is expected to maintain rapid growth in the future

In recent years, China's highway, railway, water transport, hanging, branch and other transportation industries have been rapidly developed, but the information interaction between various travel parties is still lagging behind, and in the future, with the further improvement of information chain and intelligence, information sharing and intelligent service technology of various travel modes will be fully developed and applied; Under the background of strong support of national policies and the rapid progress of science and technology, the huge market gap and development space have made enterprises in various industries compete to settle in, providing travelers with more refined, accurate, perfect and intelligent services in various branches; **Actively introduce various policies and regulations to provide policy support and assistance for various industries to participate in the construction of smart transportation. Based on the above factors, China's intelligent transportation construction will continue to maintain rapid growth.

With the acceleration of China's smart city construction, the market size of China's smart city industry is expected to grow rapidly, and the investment scale of China's smart transportation industry is expected to exceed 640 billion yuan by 2027.

Application Scenarios:

1. Intelligent bus: through RFID, sensing and other technologies, real-time understanding of the location of the bus, to achieve curves and route reminders and other functions. At the same time, it can combine the operation characteristics of the bus, and plan and schedule the routes and vehicles through the intelligent dispatching system to realize intelligent scheduling.

2. Sharing bicycle: The sharing bicycle is a smart lock equipped with a GPS or NB-IoT module to upload the data to the sharing service platform to achieve accurate positioning of the vehicle and real-time control of the vehicle operation status.

3. Vehicle lead field networking: using advanced sensors, RFID and cameras and other equipment, collect information about the surrounding environment of the vehicle and the vehicle itself, transmit the data to the on-board system, and monitor the vehicle operation status in real time, including fuel consumption, vehicle speed, etc.

4. Charging pile: Use sensors to collect information such as charging pile power, status monitoring and charging pile location, and transmit the collected data to the data platform in real time to achieve unified management and other functions.

5. Intelligent traffic light: through a radar device installed at the intersection, real-time monitoring of the number of vehicles, vehicle distance and vehicle speed at the intersection, while monitoring the number of pedestrians and external weather conditions, dynamically regulating the signal of the traffic light, improving the vehicle traffic rate at the intersection, reducing the idle time of the traffic light, and ultimately improving the carrying capacity of the road.