SAIC (600104) Tracking Report: VISION-I Leads 5G Smart Travel
The report’s reading guide participated in the SAIC Motor Automakers Conference 2019 on April 15th. In the 5G era, the world will travel smoothly.
Key points of investment 5G is closely connected with the automobile, and promotes the development of 5G with extremely fast speed, great connection, and extremely low latency.
The world’s first mass production model (Roewe Marvel X Pro version) that has reached the level of intelligent driving at the L3 level. Under low-speed unmanned conditions, the vehicle will autonomously complete the last mile of parking and pickup (under the scope permitted by law).
In the future, to achieve autonomous driving under highway and urban congestion, 5G will be needed.
Through 5G, make intelligent manufacturing more efficient.
The unified construction of transmission protocols, standards and media, the promotion of industrial Internet construction, the construction of closed-loop data on the entire business chain, the realization of digital, networked, intelligent, customized, and personalized requirements, and comprehensively improve the efficiency of the manufacturing environment andUser response speed.
5G makes smart travel more convenient.
SAIC has deployed Global Car Enjoy, new energy boosting power, and enjoys road trips and online car hire.
And expand the express logistics business for public services.
Together with China Mobile, Huawei, and Shanghai International Automobile City, they will jointly launch the construction of a 5G smart transportation demonstration zone.
The next step will be to take advantage of the massive transmission of 5G, accelerate the large platform of 重庆耍耍网 SAIC mobile travel services, and use artificial intelligence to deeply dig technology to make mobile more convenient.
The Roewe Vision-i concept car is worth looking forward to SAIC-Huawei-Mobile-Jiading Auto City strong and strong, leading automotive 5G applications.
The Roewe Vision-i concept car combines the high-passability of the SUV with the large space of the MPV, creating a new SPV model.
SPV, which means an intelligent active interactive car, has multi-scene adaptability and emotional attributes of the vehicle. It adopts flexible seat layout to realize the conversion of different scene modes.
The first attempt to break through the screen boundaries and create a full-cabin interactive SKY VISION whole-cabin intelligent interactive system, which can present the content required by users at any desired location 青岛夜网 and material, and achieve full-cabin information coverage, making the car the futureSuper entrance for mobility services.
Under the profit forecast and self-driven + joint venture two-wheel drive, the company’s performance growth is expected to be better than the industry.
The company’s EPS is expected to be 3 in 2019-2021.
57 yuan / share, an increase of 1 in ten years.
20%, corresponding to PE of 9.
Maintain the “overweight” rating.
Risk warning: Passenger car demand recovery exceeds expectations