Intelligent connected vehicles represent the core direction of the global automotive industry's transformation. Shanghai's Pudong New Area is adopting a 'chain-thinking' approach to make targeted investments in related enterprises. From domestic breakthroughs in automotive-grade chips to the deep empowerment by large AI models, Pudong's industrial advantages are progressively being converted into incremental competitive gains in the intelligent connected vehicle sector.
Automotive-grade chips are the fundamental core determining a vehicle's level of intelligence and connectivity. Recognizing the trend towards domestic substitution for chips, Pudong New Area is strategically investing in relevant companies. The aim is to cover the entire chain for intelligent connected vehicles—including perception, decision-making, control, and communication—thereby continuously optimizing the industrial cost structure and enhancing the self-sufficiency and controllability of the industrial chain.
If chips are considered the vehicle's 'brain,' then the chassis serves as its 'skeleton.' The shift towards vehicle electrification and intelligence is an inevitable trend in industrial development. The intelligent chassis, being a critical component that supports high-level autonomous driving, directly determines a vehicle's handling limits and the overall driving and riding experience. Focusing on performance upgrades and experience optimization, Pudong is concentrating on the key area of intelligent chassis, investing in leading enterprises within this niche to improve the supporting system for core automotive manufacturing components.
Currently, artificial intelligence technology is reshaping the development path of intelligent connected vehicles at an unprecedented pace. The integration of the automotive industry and AI is becoming increasingly tight. Several leading automakers have begun building on a comprehensive AI technology base, applying AI across various segments of the industrial chain, including smart cockpits, autonomous driving, and intelligent chassis. Aligning with this new trend, Pudong is investing in intelligent connected vehicle companies with underlying AI technical capabilities, accelerating the industry's evolution from 'software-defined vehicles' towards 'AI-driven vehicles.'
Looking towards the broad future of the intelligent connected vehicle industry, Pudong New Area will continue to leverage the guiding role of state capital. Using its chain-thinking methodology to strengthen, supplement, and solidify the industrial chain, it will persistently increase investment in critical areas such as automotive-grade chips, intelligent operating systems, autonomous driving, and core components. This effort aims to help the intelligent connected vehicle industry achieve a breakthrough in scale.
Technological breakthroughs by enterprises depend on the nourishment of a supportive regional macro-ecosystem. A relevant official from the Pudong Industrial Development Promotion Center stated that since the start of the '14th Five-Year Plan' period, Pudong has been comprehensively promoting the deep integration of AI and automotive electronics, implementing a combined strategy driven by four dimensions: strategy, technology, ecosystem, and application.
At the strategic level, Pudong has introduced the 'Pudong New Area Three-Year Action Plan for Promoting High-Quality Development of the Intelligent Connected Vehicle Industry (2023-2025),' charting a clear course for industrial development. On the technological front, it has established enterprise R&D platforms covering the entire industrial chain, achieving breakthroughs in core technologies like vision systems, radar, and domain controllers. Regarding the ecosystem, through整车牵引 and component synergy, it has significantly enhanced the domestic supporting capacity for items like automotive-grade chips. In terms of application, Level 2 intelligent connected vehicles have achieved mass production, while Level 3 and above vehicles are accelerating towards commercialization.
The next step for Pudong New Area will be to hasten the deep integration of AI and automotive electronics technology, focusing on building an open and collaborative innovation ecosystem. This will inject new momentum into the high-quality development of the intelligent connected vehicle industry cluster.
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