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Guosen Securities-Comments on the Intelligent Vehicle Industry: The Development of Autonomous Driving Speeds Up and Smart Vehicles Meet the Opportunity.

source
https://finance.sina.com.cn/stock/relnews/cn/2021-04-21/doc-ikmyaawc0939132.shtml

April 21, 2021 12:08 in the financial sector

1) Huawei has newly released a variety of autonomous driving-related components and services, and the development of autonomous driving has accelerated. The newly released Hongmeng OS smart cockpit, 4D imaging radar, smart driving computing platform MDC810, "Huawei Octopus" autonomous driving open platform and other products from Huawei's smart car solution brand HI help to improve the interconnection, perception, and computing capabilities of smart cars , And provide better support for automakers and developers in the development of autonomous driving applications, and accelerate the implementation of high-level autonomous driving applications.

2) Polar Fox Alpha S Huawei HI version is released, and Huawei Insid mode is promoted. Polar Fox Alpha S Huawei HI version is the first Huawei inside smart electric car. The autonomous driving, smart cockpit, and three-electric system all use Huawei's technology. The release of Beiqi Jihu Alpha S Huawei HI version, on the one hand, means that high-level automatic driving of bicycle intelligence is gradually implemented, and Jihu Alpha S Huawei HI version, as a very representative phenomenon-level product, will lead the automatic driving in the ride. The use of vehicles and urban road scenes accelerate the implementation. On the other hand, it means that the Huawei inside model of Huawei's smart car business is gradually taking shape. In the future, more car manufacturers will rely on Huawei's technology and products to move toward autonomous driving. Huawei and car companies will work together to promote the gradual introduction of high-level autonomous vehicles. Speed ??up autonomous driving at the production stageBusiness development.

3) Investment advice:
With the release of a variety of autonomous driving-related components by Huawei and the launch of the smart electric vehicle Polar Fox Alpha S Huawei HI version in cooperation with BAIC, the development of the autonomous driving industry is expected to accelerate. Huawei's in-vehicle communication chips and modules, sensors, smart driving computing platforms, car cloud services, smart cockpits and other autonomous driving related products have obvious performance advantages, which will help enhance Huawei's market competition in the field of autonomous drivingforce. In the future, the smart car business will become Huawei's key development direction, bringing it a source of incremental income and supporting Huawei to "live" and "live better." Smart Car as an autopilot important component parts of the system, is expected to significantly benefit from the autopilot to accelerate the development of cooperation with Huawei smart car developed by vendors are expected by Cadence to promote the autopilot speed up the development process, proposes a focus deeply involved Huawei Smart Car productResearch and development of Chinese software International ( 0354.hk ) and the depth of cooperation with Huawei in the field of intelligent cabin.