股典钟炒股机器人系统电脑版行业投资资讯:行业投资资讯:车联网Industry Investment Information: Internet of Vehicles
来源:股典钟炒股机器人系统电脑版
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作者:股典钟炒股机器人系统电脑版
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发布时间: 2021-01-23
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837 次浏览
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新能源车的行情随着特斯拉未来等的调整彻底熄火了。新能源车以后机会在哪里?我认为在车联网领域,前几天,美国联邦通讯委员会正式决定把五点九级合资频段划拨给c v x。
这意味着,由我国主推的c b x 将成为全球唯一的车联网国际标准。根据智能网联汽车技术路线图,二点零到二零二五年。
c v 二x 终端的新车装备率要达到百分之五十,到二零三零年基本普及。
市场空间有多大呢?去年我国汽车总销量是两千五百七十六万辆,仅就车载设备单车价值一千元,带来的就是两百五十八亿的新增市场。
并且现在c v x 成了国际通用标准,再考虑到国外的需求,市场就更大了。v x 产业链包括了通信芯片、通信模组。
终端设备以及相关应用软件的开发。国内企业在这个领域已经有了先发优势,并且建立起了足够高的科技壁垒。相信在未来的竞争中会脱颖而出。
公司是无线通信模组的龙头企业,车载业务在国内外都有完善的布局,并且考虑到车联网对通信模组需求的确定性最强。
落地也最早,它有可能是车联网领域最先被资金关注的行情随时可能爆发。
The market for new energy vehicles has completely stalled with Tesla's future adjustments. Where are the opportunities for new energy vehicles in the future? I think in the field of car networking, a few days ago, the Federal Communications Commission of the United States formally decided to allocate 5.9 joint venture frequency bands to c v x.
This means that the c b x promoted by my country will become the only international standard for Internet of Vehicles in the world. According to the technology roadmap of intelligent connected vehicles, from 2:00 to 2025.
The new car equipment rate of c v two x terminal must reach 50%, and it will be basically popularized by 2030.
How big is the market space? Last year, the total sales of automobiles in my country was 25.76 million, and the value of a single vehicle for on-board equipment alone was one thousand yuan, which brought a new market of 25.8 billion yuan.
And now c v x has become an international standard, and considering foreign demand, the market is even bigger. The v x industry chain includes communication chips and communication modules.
Development of terminal equipment and related application software. Domestic companies have already had first-mover advantages in this field and have established sufficiently high technological barriers. I believe it will stand out in the future competition.
The company is a leading enterprise in wireless communication modules, and its in-vehicle business has a comprehensive layout at home and abroad, and considering that the Internet of Vehicles has the strongest demand for communication modules.
It is also the earliest to land, and it may be the first market to be paid attention to by funds in the field of car networking, which may explode at any time.