The implementation opinions of ai + transportation are being formulated. Institutions state that the inflection point of the asia vets driving industry has arrived.
At the 7th China International Import Expo in 2024, the Intelligent Transportation Shanghai Forum, officials from the Ministry of Transportation's Technology Department revealed recent work initiatives including: formulating the "AI + Transportation" implementation opinions. Anxin Securities' Ma Liang believes that multiple policies have been successively introduced to support the development of intelligent driving, combined with vehicle companies actively promoting the landing of urban NOA, marking a turning point for the intelligent driving industry.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
China Internet Security Association recommends reviewing intel products! The cybersecurity sector may see strong event catalysts.
The China Cyberspace Security Association stated in a document that Intel's security vulnerabilities are frequent. It is recommended to conduct a cybersecurity review of Intel's products sold in China to effectively protect China's national security and the legitimate rights and interests of Chinese consumers. Sinolink research reports pointed out that there are long-term investment opportunities in the cybersecurity sector, individual stocks in the cybersecurity sector have been adjusting for three consecutive years, and the sector currently combines cost-effectiveness and turnaround logic.
China Mobile has entered the game! The four-legged robot dog has arrived.
①China Mobile showcased its self-developed humanoid robot for the first time, which is expected to mainly serve household scenarios in the future, with formal commercial use expected in 3-5 years; ②China Mobile is planning to pilot the deployment of humanoid robots for simple tasks in semi-structured scenarios in retirement homes or communities next year.
The Musk Cybercab is about to be released! Many domestic giants are eagerly exploring the Robotaxi China model.
1. Tesla will launch a new Robotaxi (self-driving taxi) product named "Cybercab"; 2. Companies under Baidu such as Luobo Kuaipao, Didi, Xiaoma Zhihang, AutoX, Wenyuan, as well as Ruqi Chuxing under GAC and Xiangdao Chuxing under SAIC are all involved in the layout of Robotaxi business; meanwhile, Wanma Technology and other listed companies are also exploring the China model of Robotaxi.
Row Shaoyang from China Telecom Research Institute: Smart computing applications are accelerating their penetration from the internet to the entire industry.
By the first half of 2024, China's total computing power reached 246 EFLOPS, with the scale of intelligent computing accounting for over 30% of the total computing power. Ra Shaoyang believes that intelligent computing, as a new type of information infrastructure, will exhibit characteristics of scaling, platformization, and greenization in future development.