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As car ownership increases dramatically, cars will become the next important mobile Internet portal. With the strong presence of IT giants and the active advancement of vehicle manufacturers and communication operators, the status quo of in-vehicle scenarios that have not been fully explored will change.
With the deployment of Internet giants in the field of car networking, the car networking ecosystem is gradually maturing. In 2015, a large number of car networking applications will be born, and the market space driven by the rapid development of the industry will inevitably lead to investment opportunities in the production chain.
Internet giants deploy car networking With the development of the Internet to the mobile Internet, having access to it means having a large number of users and huge commercial value. Car ownership has increased dramatically, and the Internet of Vehicles has become an important entry point for the next mobile Internet.
The so-called car network is based on the car network, the car network and the car mobile Internet, in accordance with the agreed communication protocol and data interaction standards, between the car and X (car, road, pedestrian and Internet, etc.), wireless communication and Large system network for information exchange.
By the end of 2013, China's automobile ownership has reached 137 million, accounting for about 1/10 of the global car ownership. As China's car sales continue to increase, the automotive industry's additional services will become more diversified, and cars closely related to the car. The connected market has grown rapidly. According to Analysys think tank and Zhiyan Consulting, the penetration rate of car networking will increase from 4.67% in 2010 to 10% in 2015, and the market scale is expected to exceed 150 billion yuan. In 2020, the number of car networking users will exceed 40 million, and the penetration rate exceeds 20%, the market size exceeded 400 billion yuan.
Some insiders pointed out that the mobile Internet provides the foundation for the development of the Internet of Vehicles. However, the changes in the Internet of Vehicles market before 2014 were not obvious. The main reason was the lack of strong promotion by the Internet giant. This situation changed in 2014.
In April 2014, Apple and Google each launched the underlying system of the car network; in September, Tencent teamed up with NavInfo (002405, SZ) to release the first integrated solution for the car network "WeDrive", Tencent will use this as a platform to create Tencent car networking In October, Tencent Lubao Box was officially released, providing four functions: intelligent navigation, full vehicle physical examination, fault interpretation and fuel consumption reminder. In addition, with the gradual maturity of electric vehicles such as Tesla, the importance of automotive electronics and car networking to the car has once again increased. Therefore, it can be expected that a large number of car networking applications will be born in 2015, and the car networking industry will develop rapidly.
Wu Yang, the investment director of Chengdu Yigao Investment Management Co., Ltd., told the reporter of “Daily Economic News†that with the popularity of smartphones and 4G networks, it is certain that the Internet of Vehicles has entered thousands of households, and the growth rate of China’s automobile sales has begun to slow down. The future focus must be on the automotive aftermarket. At the same time, Google and BAT continue to lay out, and the car network must be the future development trend. In the short term, the penetration rate of mid- to high-end models will be faster.
More potential for the aftermarket The Internet giant is involved in the field of Internet of Vehicles. The Internet thinking with the theme of users and services is expected to increase the stickiness of car consumers to the Internet of Vehicles service, thus further stimulating the rapid spread of the Internet of Vehicles. Under the industry's 100 billion market space, this will also be a feast of the entire industry chain.
According to the market segment of the Internet of Vehicles, it can be roughly divided into the former market and the aftermarket. The automobile front market mainly refers to the electronic products and various spare parts included in the whole vehicle before the factory leaving the factory, mainly various car navigation systems; Refers to the various services in the process of using the car after the sale of the car, covering all the services that the consumer needs after buying the car. Due to the wide coverage of the post-market and long service life, the market potential will be even greater. Representative service items include on-board diagnostic OBD (such as Yuanzheng Golo), after-market service (O2O car repair, maintenance, car wash, etc.). In addition, around the automotive service, the car network extension industry chain also includes road IT, used cars, car rental, financial payment and insurance to provide transportation information. The car networking sector involves many links. With the proportion of domestic connected vehicles exceeding 10%, the car networking industry is facing an opportunity for growth. In 2015, many investment opportunities are expected.
As far as the specific investment strategy is concerned, some brokerage industry analysts pointed out that the rapid development of the Internet of Vehicles will benefit OEMs with first-mover advantages, such as SAIC (600104, SH); the equipment provider's beneficiaries include Shenglu Communication ( 002446, SZ), Jingu shares (002488, SZ); during the platform operation period, data providers and platform operators such as NavInfo, Rongzhilian (002642, SZ) will also benefit; in addition, vehicle network data can also Solve the problem of opaque information on used car transactions, which will also benefit dealers' used car business.
Wu Yang believes that after all, Internet companies and traditional enterprises have begun to contact, reflecting that the company's performance is still relatively early. Therefore, in 2015, the car-connected car aftermarket is more of a theme or theme, and investors can focus on technology companies such as Apple. The smart terminal drove the US stock market to rise, which was linked to the investment opportunities of A-share related companies. In addition, in the automotive aftermarket, investment opportunities in 2015 can be considered in three aspects: first, the Internet and traditional enterprises; second, new energy, new technologies and new models represented by Tesla; Imported core components, etc., will be good investment targets.
At present, NavInfo is transforming from a map data seller to a leading domestic car networking product, platform and service provider. Tencent has become the company's second largest shareholder, and two representatives have settled in the company's board of directors. In September 2014, the company and Tencent jointly launched WeDrive, a comprehensive solution for in-vehicle Internet. This product not only enriched the company's content and services in the Internet of Vehicles, but also helped to enhance the company's data resources. The landing of cooperation in the field of networking.
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