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智能汽車時代漸行漸近

事件:

2018年1月,國家發改委發佈《智慧汽車創新發展戰略》徵求意見稿,計畫到2020年智慧汽車新車比例達到50%,大城市、高速公路的車用無線通訊網路覆蓋達到90%,北斗系統實現全覆蓋。到2025年,新車基本實現智慧化。到2035年,在全球範圍內率先建成智慧汽車強國。

評論:

我們認為,國家發改委此次發佈徵求意見稿,表明了政府將智慧汽車產業定位為國家的“戰略”、“支柱”產業的決心即將落實到行動。

從意見稿中可以看出,近期-中期-遠期目標分別設定為2020-2025-2035年,中近期目標的實施僅用三五年時間,充分彰顯政府在智慧汽車領域重點扶持的意志堅決。筆者大膽預測,繼正式稿發佈後,國家層面的、對智慧汽車產業領域的龍頭企業的重點扶持將會紛至遝來,從稅收、資金、技術、補助、市場標準制定和市場准入方方面面皆會有扶持政策。而之前投入巨大還未見回報的一些先行者將有望脫穎而出,贏得回報。我們認為,智慧汽車產業浪潮中最先受益的將是零部件生產廠商及軟體供應商,可以留意均勝電子(600699.SH)及四維圖新(002405.SZ)。

撰稿: 章晶研究分析員
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