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Driverless tens of billions of cakes are attractive and need to cross the threshold of data security and business model.
An unmanned white Robotaxi motorcade came along the road neatly, with the LOGO of Guangzhou Automobile Group, Wen Yuan Star and Ruqi printed on its body.

In the near future, they will provide services for Guangzhou citizens.

Last week, the three partners signed a contract to promote the design, development, mass production and commercial operation of the Robotaxi model.

This is one of the application demonstrations of Guangdong-Hong Kong-Macao Greater Bay Area unmanned intelligent networking system.

Unmanned taxis, unmanned minibuses, unmanned logistics vehicles, etc. , together with unmanned aerial vehicles and unmanned boats, will form new product sales of over 10 billion levels in the future, and promote the transformation and upgrading of Greater Bay Area's public transport industry to the direction of networking, intelligence and unmanned service.

At the 20021World Smart Car Conference, driverless driving became a hot spot.

Experts pointed out that data security and business model are still the thresholds that unmanned driving needs to cross.

Li, technical director of the Fifth Institute of Electronics, Ministry of Industry and Information Technology, revealed that mandatory standards such as China Intelligent Networked Automatic Driving Data Recording System are expected to be formally implemented in 2023.

There are four types of players in driverless driving. Compared with a year ago, unmanned driving appeared more in public this year.

In June this year, the unmanned vehicles of Wenyuan Zhixing and Ma Xiao Zhixing participated in the delivery of epidemic prevention materials in Guangzhou, which was impressive.

The First Financial Reporter noticed that at the 20021World Smart Car Conference, driverless driving has landed in sub-sectors such as Robotaxi, smart trucks, logistics vehicles and smart parking.

Guangzhou Automobile Group revealed in the announcement of the proposal to invest in Wen Yuan Zhixing on February 14 that in the next few years, the two sides plan to gradually build a fleet of tens of thousands of Robotaxi cars, with Guangdong-Hong Kong-Macao Greater Bay Area as the core, radiating the whole country and offering safe, economical and green self-driving travel services to the public.

Han Xu, founder and CEO of Wen Yuan Star, said that the two parties will jointly achieve the first breakthrough in mass production of L4-class self-driving front-loading, and open a brand-new pattern for the next stage of Robotaxi.

65438+February 2 1, one week after Guangzhou Automobile Group announced its investment in Wenyuan Zhixing, Wen Yuan Zhixing signed a contract to invest in Ruge Travel Platform under Guangzhou Automobile Group, and the commercialization of Robotaxi will be realized through mixed scheduling.

Previously, Wen Yuan Zhixing had conducted a safety test for self-driving taxis in Huangpu District for two years.

Han Xu revealed that Wen Yuan Zhixing, Guangzhou Automobile Group and Ruqi Travel will soon conduct Robotaxi test in Guangzhou, with more than 300 driverless cars.

He predicted that in the future, 68% of people will live in cities, and autonomous driving will help Greater Bay Area and other urban agglomerations solve public transportation problems.

Unmanned smart trucks that help road transport are also promoting commercialization.

Li, vice president of Ma Xiao Zhixing and head of the truck division, believes that the road transport logistics industry in China is facing many challenges, with frequent accidents, rising costs and low efficiency.

Smart trucks can help. First of all, autonomous driving consumes less fuel than standard driving. The second is to make up for the shortage of labor and reduce labor costs. On long-distance freight lines, if drivers use machines to drive instead of eating and sleeping, they can increase daily mileage and reduce transportation costs; Third, a super-large unmanned transport fleet can be set up to achieve efficiency optimization.

On the one hand, Ma Xiao Zhixing cooperates with first-class suppliers and truck manufacturers to manufacture self-driving trucks, on the other hand, it cooperates with logistics companies to build an intelligent logistics platform.

Li said that Ma Xiaozhi Card has obtained the Beijing test license and the expressway section test license, and hopes to reduce the highway transportation cost to 40% now in the future. In 2022, Ma Xiaozhi Card will launch 100 intelligent logistics trucks.

The unmanned logistics vehicles in the port are already playing a role.

Relying on the innovation of automatic driving technology of Hong Kong University of Science and Technology, it provided a solution for nearly 100 unmanned horizontal transport vehicles for Nansha Port in Guangzhou, and cooperated with Zhenhua Heavy Industry to help improve the working efficiency of port goods.

Because it is a non-magnetic nailing scheme, the terminal construction cost will save more than 40 million yuan.

"At present, there are four main types of players who drive automatically.

Zhan Peixun, co-founder and chief strategy officer of Yiqing Innovation, said that one type is the main engine factory, like Xpeng Motors, which wants to be a driverless bus in the future; The second category is first-class suppliers, such as Black Sesame and Horizon, which provide autonomous driving chips. The industrial chain of driverless cars is very long and there is a lot of space; The third category is vehicle technology solution company, which focuses on combining application end. This subdivision track has begun to be crowded; The fourth category is a platform company like Didi.

Ada, Deputy Secretary-General of China Automobile Industry Association, believes that L2 autopilot function has entered the primary stage of market popularization, and the popularization rate is increasing year by year.

In the first three quarters of 20021,the sales volume of L2-class passenger cars in China intelligent network connection was 3186,000, and the penetration rate was 2 1.4%.

In recent years, Chinese enterprises have cooperated with local governments to carry out business innovation and actively explore multi-scene autopilot application services. Many scenes such as consumer travel, cargo transportation, Robotaxi, automatic parking, trunk logistics, unmanned distribution, mine overload, port logistics and so on have appeared and developed on a large scale.

The challenge of data security is very prominent. However, the "hurdle" in front of autonomous driving is still a safety issue.

Wang, deputy general manager of Skyworth Automobile, was in the sub-forum of 20021World Smart Car Congress to explore the commercial application of autonomous driving. When he tried to take a driverless bus at Baidu headquarters in July this year, he was worried. He believes that only by constantly improving technology can we enhance our sense of security.

Compared with functional security, the challenge of data security is increasingly prominent.

For example, Li, technical director of the Fifth Institute of Electronics of the Ministry of Industry and Information Technology, said that from the current test, the cloud platforms of many automobile manufacturers are relatively weak in protecting owner information.

For example, a certain model can obtain other users' data after tampering with user accounts, which can easily lead to a large amount of information leakage.

This year, China released a series of related policies intensively.

Li said that in March, 20021,the Ministry of Public Security issued a revised draft of the Road Traffic Safety Law to solicit opinions on autonomous driving.

The Data Security Law issued in 20021June mentioned the issues of data sovereignty and data exit, which are the key contents of intelligent networked vehicles.

In addition, in April, 20021year, the Ministry of Industry and Information Technology issued "Intelligent Networked Automobile Manufacturing Enterprises and Product Access Management Guide".

In August of 20021year, five ministries and commissions issued "Several Provisions on the Safety Management of Automobile Data".

In September of 20021year, the Ministry of Industry and Information Technology issued the Notice on Strengthening the Network Security and Data Security of the Internet of Vehicles.

"Recently, people pay more attention to network security, data security and software upgrade.

Li revealed that China's intelligent networked vehicle compulsory access standards such as Intelligent Networked Vehicle Automatic Driving Data Recording System, Technical Requirements for Vehicle Information Security and General Technical Requirements for Automotive Software Upgrade are expected to be released by the end of 2022 and formally implemented in 2023.

Since data security involves the security and interests of individuals, organizations, society and the country, Ada believes that under the current legal framework, it is still necessary to further promote and improve the relevant rules, regulations and technical standards such as "Guidelines for the Management of Intelligent Networked Automobile Production Enterprises and Products Access" and "Several Provisions on the Safety Management of Automobile Data", and issue implementation rules to improve the data security management system.

"The technological development of intelligent networked vehicles is inseparable from the safe data interaction ecology.

Ada also said that the phenomenon of "data islands" in the automobile industry is serious at present, and it is necessary to build a credible data storage and interaction platform by using blockchain technology to create an open, safe and credible data interaction ecosystem.

China Association of Automobile Manufacturers, together with relevant units, is working out the "Intelligent Networked Automobile Data Security Assessment Guide" to promote the voluntary assessment and certification of industry data security to meet the needs of the industry.

Liu Jianwei, head of information security at Baidu Apollo, believes that the 202 1 United Nations automobile network security regulation WP.29 has been implemented, and the Ministry of Industry and Information Technology has issued access requirements for intelligent networked automobile manufacturers and products. "It is estimated that in 2023, only through information security access can smart cars be allowed to go on sale and drive on the road."

The biggest problem this year is the safety of automobile data. Because of the large amount of automobile data, many types involved and great difficulty in processing, an all-round and multi-dimensional safety protection system is needed.

Role Swap Explore New Business Models Talking about the challenges faced by intelligent networked vehicles, Ada also said that the business models such as high-grade self-driving mass production, unmanned demonstration operation, test area construction and data application are still unclear. It is suggested to promote data sharing, explore application innovation and promote industrial docking.

Wang, deputy general manager of Skyworth Automobile, predicts that autonomous driving will take the lead in several fields in the next three to five years.

The first is taxis, and there are already unmanned taxi companies in the west; Followed by logistics vehicles, because the route is fixed and the road conditions are simple; There are also work vehicles, such as mines and urban sanitation vehicles. The routes are relatively fixed and the road conditions are not very complicated. In addition, cars in scenic spots and industrial parks, such as Foxconn, can save a lot of labor costs without driving, which is very cost-effective for enterprises.

"In the future, the biggest market for unmanned driving will still be domestic passenger cars, but it will take a long time to land, and it is necessary to constantly carry out technical update iterations.

Wang believes that this process has huge investment. "Enterprises must first live healthily and survive until the day when autonomous driving technology is mature. This is king."

In fact, autonomous driving has brought opportunities for automakers to explore new business models.

Xu Junhai, technical director of GAC Aian New Energy Automobile Co., Ltd., revealed that GAC Aian will launch L4 self-driving cars in 2022.

Wu Song, executive deputy general manager of Guangzhou Automobile Group, said that by 2030, Guangzhou Automobile Group's new energy vehicle sales will account for 50%, and Guangzhou Automobile Group will accelerate battery industrialization; Guangzhou Automobile Group will join hands with more partners to build a low-carbon travel platform with more economic and social value.

Jin Jun, managing partner of PricewaterhouseCoopers China automobile industry, believes that the roles of enterprises in the industrial chain may be interchanged under the development trend of automobile intelligence, electrification, networking and sharing.

Many suppliers may make cars, and original equipment manufacturers will also invest in chips, batteries and other components.

The opening of data, scenarios and capital may reconstruct the automobile supply chain and form a brand-new situation.