At present, an important scene of the mobile Internet has not yet been fully explored, namely the car scene.
With the substantial increase in car ownership, the car will become the next major mobile internet portal. With the strong entry of IT giants and the active promotion of vehicle companies and communication operators, the status quo of incomplete car scenes will change.
With the deployment of internet giants in the field of car networking, the ecosystem of car networking is gradually maturing. In 2015, a large number of car networking applications will be born. The market of 100 billion yuan driven by the rapid development of the industry will inevitably stimulate investment opportunities in the production chain.
Internet giant deploys car networking
With the development of the Internet to the mobile Internet, having an entrance means having a huge amount of users and huge commercial value. The number of car ownership has increased significantly. The car networking has become an important entry point for the next mobile Internet.
The so-called car networking is based on the in-vehicle network, inter-vehicle network and on-vehicle mobile Internet, according to the agreed communication protocol and data exchange standards, between the car and X (cars, roads, pedestrians and the Internet, etc.) for wireless communication and Large system network for information exchange.
As of the end of 2013, China’s car ownership has reached 137 million, accounting for about 1/10 of the world’s car ownership. As China’s car sales continue to increase, additional services for the automotive industry will become increasingly diversified, and cars that are closely related to the car The networking market has grown rapidly. According to statistics from YiZhan think tank and ZhiYan Consultancy, the penetration rate of vehicle networking will increase from 4.67% in 2010 to 10% in 2015. The market scale is expected to exceed 150 billion yuan; in 2020, the number of online car users will exceed 40 million, and the penetration rate exceeds. 20%, the market scale exceeded 400 billion yuan.
Insiders pointed out that mobile Internet provides the basis for the development of car networking, but the car networking market has not changed significantly before 2014. The main reason is the lack of Internet giants to promote, this situation has changed in 2014.
In April 2014, Apple and Google respectively announced the underlying system of the car network; in September, Tencent and NavInfo (002405, SZ) released the first integrated solution for vehicle networking, “WeDrive,†and Tencent will use this as a platform to build Tencent’s car network. Map; October, Tencent Road Po box was officially released, providing intelligent navigation, full-vehicle examination, failure interpretation and fuel consumption reminders, and other four major features, the main post-market automotive services. In addition, with the gradual maturation of electric vehicles such as Tesla, automotive electronics and car networking have become more important to the car. Therefore, it is expected that a large number of car networking applications will be born in 2015, and the car networking industry will develop rapidly.
Wu Yang, chief investment officer of Chengdu Ego Investment Management Co., Ltd., told reporters that with the proliferation of smart phones and 4G networks, it is certain that car networking is entering millions of households, and the growth of Chinese car sales has begun to slow down. The focus of attention in the future must be Automotive aftermarket. At the same time, Google and BAT are constantly laying out, and the networking of vehicles is bound to be the future development trend. In the short term, the penetration rate of medium and high-end models will be faster.
After the market potential is greater
Internet giants are involved in the field of car networking. Internet thinking based on users and services is expected to make car consumers more viscous to car networking services, which will further stimulate the rapid adoption of car networking. In the industry's one hundred billion market space, this will also be a feast of the entire industry chain.
According to the division of the market for vehicle networking, it can be broadly divided into pre-market and post-market. The pre-auto market mainly refers to the electronic products and various spare parts that are included in the vehicle before it leaves the factory, mainly various vehicle-mounted navigation systems; the post-market is After the car is sold, all services involved in the use of the car cover all the services that consumers need after buying a car. As the post-market covers a wide range and the service cycle is long, the market potential will be even greater. Typical service items include on-board diagnostic OBD (such as Yuan Golo), after-market automotive service (O2O vehicle repair, maintenance, car wash, etc.). In addition, around the automobile service, the extension of the vehicle networking industry chain also includes highway IT, used cars, car rental, financial payment and insurance, etc. that provide traffic information. The car networking segment involves many links. As the proportion of domestic connected vehicles exceeds 10%, the car networking industry faces an outbreak of growth opportunities. In 2015, many investment opportunities are expected to emerge.
In terms of specific investment strategies, analysts with brokerage industry pointed out that the rapid development of the Internet of Vehicles will benefit OEMs with first-mover advantage, such as SAIC (600104, SH), and equipment suppliers benefit from Shenglu Communication ( 002446, SZ), Jingu (002488, SZ); During the platform operation period, data vendors and platform operators such as NavInfo, Rongzhilian (002642, SZ) will also benefit; Solving the issue of opaque information on used car transactions will also benefit dealers’ used car business.
Wu Yang believes that after all, Internet companies and traditional companies have only begun to contact, reflecting the performance of the company is still relatively early, so the 2015 car networking aftermarket is more theme or theme opportunities, investors can focus on technology companies such as Apple The smart terminals led the US stocks to rise and related to the investment opportunities of A-share related companies. In addition, in the area of ​​automotive aftermarket, investment opportunities in 2015 can be considered in three aspects: first, the Internet's contact with traditional enterprises; second, new energy, new technologies, and new models represented by Tesla; and third, domestic alternatives. Imported core components, etc., will all be good investment targets.
Currently, NavInfo is transforming from a map data distributor to a leading provider of car networking products, platforms and services in China. Tencent has become the company's second largest shareholder, and two representatives have been appointed to the company's board of directors. In September 2014, the company and Tencent jointly launched the WeDrive, an integrated solution for on-board internet. This product not only enriches the company's content and services in the car network, but also helps to enhance the company's data resources. Its birth marks both parties in the car. Network cooperation in the field of landing. Aluminum Cut To Length Line
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