New market opportunities for intelligent transportation in the future

New market opportunities for intelligent transportation in the future

On August 5th, the National Development and Reform Commission and the Ministry of Communications issued the “Implementation Plan for Promoting “Internet +” Convenient Transportation to Promote the Development of Intelligent Transportation”, which clearly defined the following five possibilities in 2018: “Getting traffic dynamics through mobile Internet terminals in time” “Enjoying navigation” "One-stop service for bills" "At the same time, strongly recommend high-speed non-stop charging system", "customer-linked intermodal and multimodal transport" and "technical applications such as Beidou satellite navigation system"

Then, what are the market opportunities and impacts of the implementation of the Intelligent Transportation Implementation Plan for us?

Big data-based service and sharing

The original text of the program "creates a "free China" information service. Strengthen cooperation between government and enterprises, support Internet companies and transportation enterprises to improve various types of traffic information platforms, and form comprehensive travel information covering transportation, parking, leasing, repair, rescue, and derivative services. The service platform realizes full-time, real-time and diversified information inquiry, release and feedback... Relying on the unified open platform of government data, the public data resources in important areas such as transportation are opened to the society reasonably and appropriately, forming cross-departmental data resource sharing. Sharing pattern.".

This means that information and big data will begin to reshape the transportation industry, which has always been the king of hardware. The advantage of Internet companies lies in marketing and in-depth insights into user habits. The advantage of traditional car companies is that the hardware is manufactured. The data mastered by the two should now be isolated, although there are now Internet companies working with traditional car companies, such as Ali and SAIC Roewe, LeTV and Aston Martin, etc., they have opened the door to this trend, the data is in this trend The process continues to show its importance. Now why Uber and Didi have been burning money, but they have to do it because they have mastered the data of first-hand user travel, not only geographic data, transportation facilities. Data, vehicle data, and, more importantly, user-accustomed data, the value of this data is self-evident. Therefore, services and sharing based on big data will become an important market opportunity for traffic failure. Big data will also reshape hardware. Big data will have insight into future development and consumption habits. Big data will be worthless.

Intelligent field of hardware and software

The original text of the plan "to comprehensively improve the intelligent level of railway dispatching command and transportation management. Promote the construction of a new generation of national traffic control network and smart roads, enhance the operational control and management capabilities of road networks. Build smart ports, improve port management level and service efficiency; build smart waterways To improve the on-line monitoring capability of the inland river high-grade navigation channel; to build a smart maritime, based on the national Beidou ground-based augmentation system and the satellite-based ship automatic identification system, to build a full-track tracking and collaborative supervision platform for key vessels; to promote the construction of the E-Navigation demonstration project to provide Auxiliary navigation service. Improve modern air traffic control system, strengthen the construction of airline operation control system, and promote the application of urban rail transit based on wireless communication train control system."

The program emphasizes the need to focus on the intelligent upgrade of existing hardware, software and hardware systems for land, sea and air, which will inevitably lead to the development of the hardware and software equipment industry, such as smart cars, super chips, highly sensitive sensors, digital maps, precise positioning navigation, large dispatch systems, and Network platforms, etc., its industrial chain will also develop to the "component-terminal-system platform" industry chain. For intelligence, it may be getting closer and closer to us, because the full popularity of smartphones has become an important interface in the field of intelligence, and this interface brings the subversion of the entire market and industry, and the next intelligent The interface has gradually become clear, that is, transportation, especially in the automotive field, when its intelligence reaches a certain level, access to the Internet, its subversiveness will change the entire travel life.

Specific key demonstration projects

The program lists a total of 27 key demonstration projects, with 7 infrastructures, 13 functional applications, 1 online and offline docking, 3 government-enterprise cooperation, 1 new transportation format and 2 typical urban projects. It is basically the KPI issued by the state to various ministries. The lead units include: China Railway Corporation, Civil Aviation Administration, Ministry of Transport, Ministry of Industry and Information Technology, Ministry of Public Security, Development and Reform Commission, and Ministry of Commerce. The key points are mentioned in Beijing and Qingdao.

“Intelligent transportation” may change the entire transportation ecology or become another subversive industrial cluster after the mobile Internet, but in the end we will all benefit.

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